Is the iPhone (AAPL) losing its hold on China? Android has been rapidly gaining followers in the...


Is the iPhone (AAPL) losing its hold on China? Android has been rapidly gaining followers in the country, and not just among low-end users who can't afford Apple's newest model. "China has had a series of love affairs with one phone manufacturer after another," notes one local consultant. Two reasons not to count Apple out: we're just a few months removed from a blowout quarter for Chinese sales, and the iPhone 4 price cut means Apple can now go after mid-range users with a phone sporting a retina display. (also)

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Comments (82)
  • iknow777
    , contributor
    Comments (32) | Send Message
     
    Why is everyone so afraid to speak the truth about this co. They have hit their peak from asaturation point and now are agressing on anyone who can take some market share. It is also exemplified by trying to move into other businesses such as tv and music streamiing this kind of behavior is normally a sign of desperation and most often fails.
    15 Sep 2012, 04:29 PM Reply Like
  • bgold1955
    , contributor
    Comments (2350) | Send Message
     
    Desperation.... Saturation..... After the last 7 days one can still think this way..... Android runs on what, 40-50 different phone models and everyone expects iPhone 3-4 models to outsell almost all other phones? Check back in Jan 2013 and we will see who is desperate. If you call 76% increase in shares I own over the last 1 year..... Ilike that desperation, i'll take it. I call it innovation.

     

    If you have an Android phone, have you downloaded the latest virus security version? Do not need 1 for iPhone.
    15 Sep 2012, 04:44 PM Reply Like
  • GRJ
    , contributor
    Comments (323) | Send Message
     
    Yeah desperation... that's what I call $130b in cash growing at $1b a week.... desperation.
    15 Sep 2012, 05:25 PM Reply Like
  • rubicon59
    , contributor
    Comments (1502) | Send Message
     
    Are you referring to Google?
    15 Sep 2012, 05:28 PM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    TOTAL BS. Apple is nowhere near its peak or saturation. They have yet to even market to half the world. They just opened their first office in South America. Along with Africa, the Middle East and Asia ex China and Japan. They are also only beginning to move into East Europe and Russia.

     

    I find is confounding that there are still so many hands-wringing naysayers about what is by far the best company in the world with the most profit potential (half of it already in the bag). first, it was Samsung we were supposed to be afraid of and look what Apple did to them. Then we were supposed to fear the Amazon Kindle and the Windows tablets. Then we were supposed to be afraid of providers or labor issues or component shortages. It is always something with the naysayers.

     

    Meanwhile, if they are shorting, they always lose money, and if they are not buying they are losing out on a once in a lifetime opportunity. Apple story and its stock price is only 50% in the bag so far. Catch it while you can folks, especially on any dips. And don't bet against a company that sells out 2 million units in one hour and has by far the most loyal customers on the planet.
    15 Sep 2012, 08:59 PM Reply Like
  • scott trader
    , contributor
    Comments (6963) | Send Message
     
    does anybody remember margins?, aapl has em goog don't!
    16 Sep 2012, 10:39 PM Reply Like
  • blejsmith
    , contributor
    Comments (240) | Send Message
     
    To quote iknowdick "I'm a college grad from a top notch school. I used to work on wall st. and i left it to raise a family". Given this inane comment, I believe you meant to say "I used to work on wall st. until I was fired for not having the slightest clue about investing".
    17 Sep 2012, 07:58 AM Reply Like
  • GSlusher
    , contributor
    Comments (1283) | Send Message
     
    @iknow777:

     

    I guess you must be referring to Samsung, since Samsung has a larger marketshare than Apple. If any company is approaching "saturation," it would be Samsung.
    18 Sep 2012, 11:33 AM Reply Like
  • css1971
    , contributor
    Comments (871) | Send Message
     
    Wouldn't count your chickens.

     

    Chinese people are fickle, they look for the latest and greatest technologies but on a budget. Neither of which could really be said to apply to the iPhone 5. It's more a warmed over rehash of yesterday's technology optimised to increase 50% operating margins further.

     

    (Long NOK :))
    15 Sep 2012, 04:29 PM Reply Like
  • 215304
    , contributor
    Comments (689) | Send Message
     
    Strange, the Chinese seemed to buy a boatload of iPhone 4s, and then iPhone 4S units at the same price that the iPhone 5 will be. The Chinese are very status conscious buyers; Apple products are considered status symbols in China. That's why Apple has quadrupled its sales in China in less than 2 years. The iPhone 5 will very likely be a huge hit there.
    15 Sep 2012, 04:56 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    there is no LTE here (cn), check out the specs for foreign iphones
    15 Sep 2012, 09:35 PM Reply Like
  • BRASIL
    , contributor
    Comments (70) | Send Message
     
    Somehow, I get the impression that Apple will be OK even without China...I base my opinion on the recent orders and the stock surge. It's popularity may drop someday but I doubt it will very soon. It IQ guess you can dream......
    15 Sep 2012, 04:41 PM Reply Like
  • Joseph Marciano
    , contributor
    Comments (6) | Send Message
     
    Apple said they sold out the new IPhone5. And the shipments will resume by the end of September. I think they are shifting their sells to October.
    The revenue for the last quarter ending September 30, 2012 will not great. It will be certainly disappointing the market when they will report the figures by mid October 2012. I'm expecting the Stock drop of 15% to 20%. This will be the opportunity for a big drop of all the markets.

     

    But de big drop may come as early as Friday October 5th when the statistics will show a revised unemployment rate of 8.3% (for august) and 8.5% for September. The employment situation is not improving and the trend will continue for at least the first half of the year 2013
    15 Sep 2012, 05:11 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    JM

     

    Wow! Agree with you on the UE outlook. Our leaders are inept on the fiscal side. Bernanke is doing gymnastics but he cannot solve it.

     

    That would likely bring the market down or at least level it off.
    15 Sep 2012, 06:25 PM Reply Like
  • Tusc
    , contributor
    Comments (326) | Send Message
     
    Sept quarter prices disappoint ? How so ? The most followed stock in the universe ,that everyone knows that iphone sales will be weak for Sept. Market has already priced that in, and is now pricing in the Dec. qtr. I would also guess that any dip due to market weakness will be bought.
    15 Sep 2012, 06:55 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Tusc

     

    You mean the same market that priced FB accurately?

     

    Apple investors have happy ears. That is all they want to hear. When something hits negative there will be a lot of people bailing including hedge funds.
    15 Sep 2012, 07:55 PM Reply Like
  • bobbarnett
    , contributor
    Comments (5) | Send Message
     
    Wrong on both counts
    The last week of 5 sales in the 3rd quarter will look great
    Unemployment stats have not affected AAPL
    16 Sep 2012, 04:00 AM Reply Like
  • lordmorgul
    , contributor
    Comments (39) | Send Message
     
    This brief article is going to look really foolish and poorly timed when iPhone 5 sales numbers flow in... and when discounted 4 and 4s numbers increase.

     

    The situation is this... people have not been buying iPhones in the last two months because the rumor mill has been foaming at the mouth non-stop about a new iPhone release... so it is not only logical, but entirely expected... that Android device sales would have been gaining ground. It would have been highly suspicious if they had not been.

     

    So, expected thing occurs, and in no way demonstrates that Android devices are somehow making Apple lose its market position.
    15 Sep 2012, 05:19 PM Reply Like
  • johnycarrs
    , contributor
    Comments (92) | Send Message
     
    Remember last year when HTC was biggest selling phone in world then 4S came and killed it.

     

    Expect more of the same
    15 Sep 2012, 07:39 PM Reply Like
  • BRASIL
    , contributor
    Comments (70) | Send Message
     
    I can't remember when the unemployment numbers affected Apple in any way. Even in the worst of times, when the shopping malls were empty, the apple stores were packed. It seems that their products are the one thing some people refuse to be without. I myself will skimp on other things....going out to eat or buying new furniture or a new pair of shoes....but my apple products just make my life better and it looks like I am not alone in my thinking.
    15 Sep 2012, 05:25 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Brasil

     

    You need to get a life. Making love to a stupid phone is..........well stupid.
    15 Sep 2012, 06:26 PM Reply Like
  • BRASIL
    , contributor
    Comments (70) | Send Message
     
    TVP...
    Correction ...I don't have a IPhone ..and I was merely pointing out that many people budget to buy the things they REALLY want and do without other things....besides, I don't have much time for "getting a life ", as I am to busy counting my money..I have tons of Apple stock.........bought with all the money I saved......
    15 Sep 2012, 06:45 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Not sure why you are skimping on things then.
    15 Sep 2012, 06:46 PM Reply Like
  • BRASIL
    , contributor
    Comments (70) | Send Message
     
    Skimp was probably the wrong word to use...I "choose" to buy stock rather than other things because some people know that very few of us can have it all...a concept that eludes some....I am quite happy with my decision.....
    15 Sep 2012, 06:55 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Got it!
    15 Sep 2012, 07:56 PM Reply Like
  • BRASIL
    , contributor
    Comments (70) | Send Message
     
    Thanks for that.....
    15 Sep 2012, 08:13 PM Reply Like
  • deercreekvols
    , contributor
    Comments (9513) | Send Message
     
    Apple is working towards gaining "a hold on China."

     

    This Market Current's timing is questionable to say the least. Certainly speculation such as this could have appeared on SA a week or two ago.

     

    The Q4 numbers will tell all that investors need to know about China and how Apple is doing with sales there.
    15 Sep 2012, 05:30 PM Reply Like
  • Eric Jhonsa
    , contributor
    Comments (1276) | Send Message
     
    The "timing" of the post is because there was recently an in-depth WSJ column discussing the issue, not for any other reason. Click on the first link in the post to see what I mean.

     

    I'm amazed at how many Apple fans jump on anything remotely negative written about the company while paying scant attention to the volumes of positive stuff that's put out. This post, for that matter, was far from entirely negative.
    15 Sep 2012, 05:59 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9709) | Send Message
     
    Dude, if you aren't "with" Apple, you're against it.
    15 Sep 2012, 06:32 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    "Dude, if you aren't "with" Apple, you're against it."

     

    red-neck talk
    15 Sep 2012, 06:42 PM Reply Like
  • deercreekvols
    , contributor
    Comments (9513) | Send Message
     
    Clicked on the first link and read the WSJ column.

     

    My take on the piece is that there are 680M China Mobile customers who may have the option of buying iPhones.

     

    Please try not to confuse Apple shareholders (which I am) with "fans" of Apple. While I like Apple products and there are plenty in my household, I am not one of the so-called fanboys. I have held Apple stock for years and have read both positvie and negative articles on the company here at SA. Paying atttention to news on the stocks in my portfolio is an everyday activity.

     

    I thank you for your comment.
    15 Sep 2012, 08:12 PM Reply Like
  • Eric Jhonsa
    , contributor
    Comments (1276) | Send Message
     
    Fair enough. My remark was more in response to your questioning of the post's "timing," which suggested ulterior motives that don't remotely exist.

     

    Regarding China Mobile, I think it'll be a big deal when it happens because of their size and reach. But I also think a lot of China Mobile users who badly want an iPhone have already jumped ship for China Unicom or Telecom, or will do so before a deal arrives.
    15 Sep 2012, 09:21 PM Reply Like
  • Ronin.
    , contributor
    Comments (1556) | Send Message
     
    China Mobile claims many millions of their customers are sporting unlocked iPhones on their 2G network.....it has been said that many of the scalpers who were rioting the Apple store lines were obtaining phones for this purpose... My expectation that with China Mobile's participation we will see another jump in numbers.....
    16 Sep 2012, 01:41 AM Reply Like
  • anonymous#12
    , contributor
    Comments (545) | Send Message
     
    I see always these articles when a company is doing great. It's like a preconception that everything that is going well has to stop. It is the mentality that if I'm not doing great no else should do well.

     

    I remember the naysayers too in ULTA, UA, RL......
    15 Sep 2012, 05:47 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Apple is going to do well I suspect. How well is the question. Then how long can they keep it up will be the next question as that drives future earnings forecast.

     

    We are in a battle for market share and margins are going to come down. The war is only starting to heat up.
    15 Sep 2012, 06:28 PM Reply Like
  • josua
    , contributor
    Comments (43) | Send Message
     
    Apple never had any hold in China! Which planet are you on? There Huwaei, HTC and Nokia rule.
    15 Sep 2012, 06:39 PM Reply Like
  • freewillybird
    , contributor
    Comments (199) | Send Message
     
    In iOS6, SIRI can speak Cantonese/Mandarin, and the MDM 9615 chipset from Qualcomm should enable connection even to China Mobile, once Qualcomm can make enough. Both China Mobile and Apple are willing to do a deal, they both have said. I think we must wait until the iPhone is available to C-M to gauge the interest of the Chinese consumer. Until then, banter about how the competitor phones are so great should not make apple longs worry.
    15 Sep 2012, 07:03 PM Reply Like
  • arvml
    , contributor
    Comments (84) | Send Message
     
    I don't think people in China are selling their organs for Androids are they? Apple only has a small percentage of market share currently which will double soon and wait till China Mobil gets the iPhone. They own the ecosystem. I rest my case. I am long Appl, S and Ebay.
    15 Sep 2012, 08:38 PM Reply Like
  • padresguy
    , contributor
    Comments (157) | Send Message
     
    That's because apple products cost as much as an organ.
    16 Sep 2012, 02:40 AM Reply Like
  • scott trader
    , contributor
    Comments (6963) | Send Message
     
    At least even the burglars drive BMW's instead of a Kia,,,
    17 Sep 2012, 09:51 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    Who leads China smartphone market? (% share based on unit shipment) %
    1. Samsung 20.8
    2. Lenovo 11.4
    3. Coolpad 10.4
    4. Huawei 9.8
    5. Nokia 9.1
    6. ZTE 8.4
    7. Apple 7.5
    (Source: IHS iSuppli Research, August, 2012)
    15 Sep 2012, 08:46 PM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    The above figures are misleading because 1). no iPhone today supports China Mobile's 3G TD-SCDMA; and 2). the above figures include smartphones running only on 2G GSM networks when the original GSM-only iPhone is no longer in production.

     

    Subscriber numbers for 3G service is still quite low at China Mobile. A better statistic would be the number of subscribers who use the iPhone at China Telecom and China Unicom because these are the only carriers with wireless networks that are compatible with the iPhone 3G/3GS/4/4S.

     

    If and when the iPhone 5 finally supports China Mobile's 3G TD-SCDMA and China's 4G TD-LTE, then and only then can Apple really market the iPhone 5 to the Chinese market.

     

    That is to say, Apple has barely started in China. By 2015, the table above would show Apple occupying the number one slot...

     

    Am I the only one here who's willing to bet on Apple's ascendance in China?
    16 Sep 2012, 03:25 AM Reply Like
  • SusanChev
    , contributor
    Comments (11) | Send Message
     
    There's only 5 Apple stores in China.
    16 Sep 2012, 03:46 AM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    And how many "fake" Apple stores are there in China?
    16 Sep 2012, 03:51 AM Reply Like
  • Ronin.
    , contributor
    Comments (1556) | Send Message
     
    There are many of us who are expecting good things on the China front....however, in my case, I'm becoming less and less interested in trying to convince doubters....

     

    China Mobile will be a big deal....but just know that the number of smartphone accounts are roughly equal across the 3 major carriers....so, in the near-term, I expect the impact of China Mobile to approximate the impact of China Telecom.....
    16 Sep 2012, 04:12 AM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    "so, in the near-term, I expect the impact of China Mobile to approximate the impact of China Telecom..."

     

    Agree. But lots of people seem fond of using current statistics to bolster their claim that the iPhone is losing steam in China when in fact Apple has BARELY started in China. China Unicom was the first carrier to offer iPhones followed by China Telecom this year but neither of them can even come close to China Mobile. Although there are iPhone users on China Mobile, they're using it only for voice calls on the 2G GSM network.

     

    China Mobile's 3G TD-SCDMA has one-fourth the bandwidth capacity of WCDMA and thus won't be that useful for internet access. So, there's no point for Apple to come out with an iPhone 4S supporting TD-SCDMA just for China Mobile. Apple would have to wait for 4G TD-LTE to come online and heavens knows when that will be -- 2013, 2014 or 2015?
    16 Sep 2012, 05:22 AM Reply Like
  • Ronin.
    , contributor
    Comments (1556) | Send Message
     
    "But lots of people seem fond of using current statistics to bolster their claim that the iPhone is losing steam in China"

     

    Right....some of that is due to the same product cycles that impact our domestic numbers.....but I no longer care that they are unaware of what is really happening....just like only looking for information that is good, only looking for the bad, is similar....most do it subconsciously....

     

    ...it is filtering information that confirms their current view......neither is good for investing.....they either lose money or they lose opportunities....I try not to concern myself about them....they are grown-ups.....

     

    China Mobile has vastly more feature phone accounts than the other carriers....but the number of broadband accounts are about the same.....As far as the 2G on China Mobile, I think customers can use it to access email, Internet, but it would be very, very slow....I may be mistaken on that, though, I would have to review my old notes on it....

     

    I also think that Apple has already incorporated the Qualcomm chips into the iPhone 5 to accommodate China Mobile, and that there are a few different versions of the iPhone 5 according to geographical areas....for Apple to have neglected planning ahead to work with China Mobile seems foolish and short-sighted to me....even though you are saying that there is no point...I think that they have already done this....we will soon find out whether I am right or wrong on this...
    16 Sep 2012, 05:54 AM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    "I also think that Apple has already incorporated the Qualcomm chips into the iPhone 5 to accommodate China Mobile"

     

    That's what I meant: the iPhone 5 not the 4S is the logical choice to support both 3G TD-SCDMA and 4G TD-LTE for China Mobile, neither of which is compatible with global 3G and 4G standards. Sorry, but I didn't see any of these two standards in the international version of the iPhone 5 specs. The international version of the iPhone 5 also does NOT support the LTE bands used in Europe! And thus only two carriers in Europe can actually use the 4G LTE capability of the iPhone 5!

     

    I am pretty sure Apple has already designed the iPhone 5 to support whatever standards and frequency bands is required for international markets. They're probably just waiting for the right time -- as in a China Mobile deal -- to launch the right iPhone 5 version.

     

    There's a rhyme and reason to how Apple operates. And unlike competing vendors who try to flood the markets with too many models with too many features, Apple does it one at at time -- and kills the other guys -- also one at a time.
    16 Sep 2012, 06:12 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    SFphoto: I agree that unless Apple pisses off the govt, rightly or wrongly, Apple will be owned by more people per 100 million in cn than in the USA.

     

    Today at church in Shanghai, I was so surprised that an administrator had an IPad, Apple products are all over Beijing and Shanghai by mostly those who can barely afford it-- not as bad as giving up a kidney, but much sacrifice.
    16 Sep 2012, 07:44 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    those are not "fake" Apple Stores. Those are Apple distributors taking a lot of inspiration from the master Steve Jobs.
    16 Sep 2012, 07:45 AM Reply Like
  • kmi
    , contributor
    Comments (4583) | Send Message
     
    The good news being, China needs to grow domestic consumption, it will help its own GDP as well global growth.

     

    It's interesting to hear that 'much sacrifice' to buy consumer goods is becoming part of the China story, although I wonder where it will lead. China's economy is a bit rocky at the moment and domestic consumption of expensive goods is likely not the best idea.
    16 Sep 2012, 07:48 AM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    I am talking about unauthorized resellers of genuine Apple products, of which there are plenty in China. Apple would have to strike a deal not just with China Mobile but with the Chinese government for any kind of mass adoption of Apple's products. I don't agree with the premise being bandied about here and elsewhere that Chinese consumers are too poor to afford Apple's iPhones and iPads because one iPhone plus one iPad cost only about RMB 9,000. And those are the latest and greatest versions. There will be a HUGE secondary market in China for used iPhones and iPads, and those will be half the price of the new ones. Thus, the potential addressable market in China is FAR larger than what everyone thinks.

     

    As for Android, all the vendors listed in the table above use that open-source OS. And that's the problem. There are too many Chinese OEMs churning out poor quality handsets and tablets running Android. Note that for Samsung to differentiate itself from the REST of the Android gang, it had to come out with bleeding-edge hardware plus some add-on software (the latest being its "Note" products). That's how Samsung came out on top. This phenomenon also belies the argument that Chinese consumers are too poor to afford Apple's products and would instead opt for the cheaper Android devices. If this were true, Samsung wouldn't come out on top because their products are priced in the upper range of the Android smartphones and tablets.

     

    The Chinese middle class, those earning RMB 5,000 per month, has grown rapidly. But because housing and cars are still quite expensive, most will opt to spend their disposable income on something that has a certain "cachet", eg., LV bags, iPhones/iPads, etc. This phenomenon has turned China into the world's second largest market for Western luxury goods after Japan.
    16 Sep 2012, 03:42 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    there is 3g cn td-..., 3g intl cdma, 3g intl gsm.

     

    nothing quicker, nor 4g lte of any sort
    16 Sep 2012, 11:02 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    your definition of cn middle class at 5K RMB/m is US$800.

     

    This is definition of poverty in the USA.

     

    The point though is my friend earns 15k RMB/m in Shanghai, he calls himself part of the lower Middle Class.

     

    There is such a contrast in cn, there can not be such a generalization of income level classes.
    16 Sep 2012, 11:07 PM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    The Chinese government definition of middle class is actuallly lower: RMB 3,000 per month above which Chinese citizens are required to file income tax returns.
    17 Sep 2012, 02:24 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    in Beijing the street vendors tend to earn over 2kRmb/month. I was impressed with one who had to go home to settle some family business, despite being so close to Chinese New Year he was hurrying back to Beijing to get his truck drivers license.

     

    Capitalism and hard work are alive in cn!!

     

    The other thing, there seems to be a lot more, legal or not, vendors in Shanghai than in Beijing. It is more like Palo Alto, Mountain View on a Las Vegas scale in Beijing-- a developed city, than Shanghai.
    17 Sep 2012, 06:04 AM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    China is crazy about Apple products. Crazy. It is the one thing they cannot counterfeit and it is the ultimate bling and status symbol to own Apple. Also true around the world. Apple has competition in China, sure, but they will do astounding business there. 500% growth more or less. My friend who lives in Manila recently told me he would pay double the new iPhone price if I would go out and grab one for him. There is a huge grey market business in China where they fly hundreds of buyers to the US to buy Apple products the day they come out then fly them back and charge double the price. Anyone who thinks Apple has a China problem has it backwards. That is the least of Apple's worries.
    15 Sep 2012, 09:02 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    "China is crazy about Apple products. Crazy."

     

    This kind of language will go up next to the kind of statements made about real estate at the peak of the bubble. Apple will do well but when the hype cannot get any hotter there is only one place left to go.
    15 Sep 2012, 10:31 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9709) | Send Message
     
    My mom actually brought back a counterfeit iPhone from her trip to China. It looks exactly like an iPhone, but it's not a fast phone at all. However, LOTS of people in China buy them, esp since it satisfies the "image" part of the equation for cheap.

     

    Now, I wonder what Apple's sales will be like as these counterfeits improve...
    16 Sep 2012, 12:51 AM Reply Like
  • padresguy
    , contributor
    Comments (157) | Send Message
     
    They have entire fake apple stores in china, let alone fake iphones
    http://bit.ly/PvtKgR
    16 Sep 2012, 02:43 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    fake iphones would run on ios
    16 Sep 2012, 07:46 AM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    No; they don't. The "fake" iPhones are made in such a way as to fool people into thinking that they are the "real" iPhones. I myself saw several of those phones while in China. But on closer look, the OS is completely different, most likely Android but with a UI resembling iOS.

     

    It's not possible for Chinese OEMs to churn out "fake" iPhones running iOS because Apple custom-designs its own chipsets in-house. That is to say, if you make duplicate copies of the Apple ROM, they won't run on off-the-shelf chipsets made by the likes of TI, Marvell, etc.
    16 Sep 2012, 04:13 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    my point is that if it don't run iOS, it ain't a fake iPhone.

     

    Anyone seeing it would immediately know.

     

    Unless maybe if it was a Sony or Samsung.
    16 Sep 2012, 11:09 PM Reply Like
  • sfphoto
    , contributor
    Comments (682) | Send Message
     
    Well, it's not really possible to "clone" the iPhone except its design and features. However, it's extremely easy to "clone" the Samsung Galaxy SIII because the chipsets and the OS are available off-the-shelf.
    17 Sep 2012, 02:27 AM Reply Like
  • Dialectical Materialist
    , contributor
    Comments (5080) | Send Message
     
    Sam, you have the logic completely backwards. That's like saying, if a fake dollar bill can't be accepted by a vending machine "it's not fake dollar bill" (because it has to be a dollar bill before it is a fake one). A fake iPhone simply runs "fake iOS", that's all. Just because it is detectable as a fake does not make it less of a fake. But you should get points from the judges for the mental gymnastics you had do to draw your conclusion.
    17 Sep 2012, 02:41 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    touch a Samsung, one ought to know it is not an iPhone, unless that person hasn't ever experienced an iPhone.

     

    Anyone dupped is not the market that Apple is after.
    No counterfeit iPhone is gonna lower the reputation of Apple products.

     

    Not so with inferior Windows and Android products.
    And I also have an HTC Evo cellphone and a Samsung i5 laptop!
    18 Sep 2012, 03:12 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Sam

     

    I have both and neither one rock my world. And I have an iPad and an iTouch and you name it.

     

    People really need to get lives if they think these are so great. It is just a tool.
    18 Sep 2012, 03:43 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    Tomas:

     

    my iTouch 4g rocks my world! Changed my life!!!

     

    It takes photos quicker than my Lumix and fits in the pocket. PDA: recorder, note taking.

     

    And then there are all the other functions ...
    18 Sep 2012, 03:58 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Sam

     

    You need to get a good woman. Makes an iPhone look like a piece of crap.
    18 Sep 2012, 04:18 PM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    Dummies out there should not count last quarter for Apple iPhone sales. Everyone now knows that millions of people have been waiting for the iPhone 5 launch to buy. Samsung meanwhile rushed out a copy-cat product and made a lot of money, but also got stung by a copyright infeingement lawsuit and was found guilty. So their future in smart phones is damaged, and they may have to pay Apple billions from last revenues. Also, Apple's profits margins are much-much higher than competitors. Samsung has to sell 3-4 phones to make the same profit ass Apple selling 1 phone. So quantity isn't everything, especially when you are guilty of stealing Apple copyrights and now have to totally redesign.
    15 Sep 2012, 09:11 PM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    Correct, Apple is likely to announce a huge new China Mobile deal soon. They have also done amazing work to make their products Chinese friendly. Conclusion, Apple may never sell the most phones in China, but it may make the most profits out of China. Which is what counts.
    15 Sep 2012, 09:12 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13160) | Send Message
     
    Nokia to produce Lumia 920 with TD-SCDMA support for China Mobile http://engt.co/TYBvlf

     

    That's what I'm talking about! :)
    15 Sep 2012, 09:21 PM Reply Like
  • dividend_growth
    , contributor
    Comments (2895) | Send Message
     
    Only upper class Chinese could afford Apple products.

     

    IPhone costs the equivalent of 1 month average salary in Shanghai and three times or more of the interior.
    15 Sep 2012, 10:40 PM Reply Like
  • Ronin.
    , contributor
    Comments (1556) | Send Message
     
    "Only upper class Chinese could afford Apple products."

     

    You must think the upper-class in China is monstrous to account for China sales....note that the upper-class has been buying Ferraris and such, not just phones....the rapid expansion of the Chinese middle-class is fueling this big move to smartphones....and if you think that the middle-class are not willing to spend a months salary on an iPhone, then you really have not been paying attention....
    16 Sep 2012, 01:52 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    not true that only the upper class in cn can only afford Apple products.

     

    Many 3k or less RMB/month have iPhones
    16 Sep 2012, 07:48 AM Reply Like
  • Day Trader001
    , contributor
    Comments (779) | Send Message
     
    Ron,
    That is like saying only the upper/middle class in the states can afford an I-Phone!
    People are people, if they want it bad enough they will find a way to get it! My brother in law’s “dog walker” has one, and it is not counterfeit. She is not dumb enough to buy a fake.
    16 Sep 2012, 09:09 AM Reply Like
  • dmarilley
    , contributor
    Comments (895) | Send Message
     
    That board is 18 months old. I don't see what the hype is about. What is the battery life?
    15 Sep 2012, 11:11 PM Reply Like
  • DanoX
    , contributor
    Comments (3470) | Send Message
     
    400 million who can buy a iPhone that's good enough larger than the US.
    15 Sep 2012, 11:59 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    Dano

     

    Are you saying that 1/3rd of Chinese can afford an iPhone? That includes men, women and children.
    16 Sep 2012, 02:02 AM Reply Like
  • Day Trader001
    , contributor
    Comments (779) | Send Message
     
    I do not know where some of you get your information, but my brother-in-law lives in Beijing, travels all over China in his work for a shipping company. He says the I-Phone is “The phone of choice”!

     

    Naturally, not everyone can afford one just like in the states, but the preference is very strong and even used phones sell at a premium or go for trade/barter.

     

    There is no confusion here once again, “The I-Phone is the phone of choice”.
    16 Sep 2012, 07:04 AM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4911) | Send Message
     
    All these anecdotes are not statistics.
    16 Sep 2012, 09:17 AM Reply Like
  • scott trader
    , contributor
    Comments (6963) | Send Message
     
    http://bit.ly/ORJjzZYa... New CEO Mayer a smart lassy...
    16 Sep 2012, 10:41 PM Reply Like
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