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Apple's (AAPL -0.2%) Chinese sales, now 20% of its total and heavily responsible for its FQ2...

Apple's (AAPL -0.2%) Chinese sales, now 20% of its total and heavily responsible for its FQ2 beat, have gone from amounting to less than $1B/year prior to China Unicom's (CHU) 2009 iPhone launch to currently being on a $25B+/year annual rate. This staggering growth comes even though over half of iOS sales come from a handful of wealthy urban provinces, and top carrier China Mobile (CHL) isn't yet selling the iPhone.
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Comments (5)
  • Artdiefenbach
    , contributor
    Comment (1) | Send Message
     
    When will Apple complete an agreement with China Mobile to sell the iPhone. This would have a HUGE impact on iPhone sales. China Mobile has as many customers as almost the rest of the world combined. I haven't seen any news items on when this might happen or what the issues are in the delay. Does anyone have any insight into when this might happen?
    26 Apr 2012, 02:03 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (856) | Send Message
     
    China Mobile's CEO has said Apple has promised to make an iPhone for them that supports the TD-LTE 4G standard. It's possible (though not guaranteed) that the next iPhone will support TD-LTE.

     

    But even if that's the case, it could take a little while for China Mobile to begin selling the iPhone, since their TD-LTE network is still at the trial stage, and they haven't received government approval to begin a commercial rollout.
    26 Apr 2012, 02:58 PM Reply Like
  • BadCop_NoDonuts
    , contributor
    Comments (482) | Send Message
     
    But China Mobile has 3G, right? So they can get started with that.
    26 Apr 2012, 05:24 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (856) | Send Message
     
    They do have a 3G network, but it's based on the TD-SCDMA interface. The iPhone doesn't support TD-SCDMA, which is only used in China. Whereas TD-LTE will be used in a number of countries.
    26 Apr 2012, 07:15 PM Reply Like
  • Sniperella
    , contributor
    Comments (37) | Send Message
     
    Good info. Ty!
    26 Apr 2012, 11:21 PM Reply Like
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