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Apple iPhone 5s, 5c drive sales leap from 6th to 3rd place in China during October

post #1 of 16
Thread Starter 
A monthly report tracking the market share of top smartphone vendors in China indicates a massive surge for Apple occurring at the launch of new iPhone 5s and 5c models.



In its Monthly Market Pulse report, Counterpoint technology market research shows Apple increasing from a distant sixth place in September to third place behind first place Samsung and near second place Lenovo in the month of October.

The jump pushed Apple ahead of domestic Chinese vendors Huawei, ZTE and Coolpad, all of which sank in the month. Both Samsung and Lenovo increased their sales, but not as rapidly as Apple.

Apple has yet to launch on the largest mobile carrier, a development that has investors and analysts watching for hints of news. China Mobile says it is still in discussions with Apple, but has set a December 18 date for launching its 4G LTE service.



Only a few devices have been qualified to operate on China Mobile's new TD-LTE 4G network, which isn't compatible with most of the rest of the world's FD-LTE technology. Apple's iPhone 5s and 5c were both designed expressly to work on the new network.

Apple is poised to benefit tremendously as a launch partner with China Mobile, but has already created a major business among China's smaller carriers China Unicom and China Telecom.
post #2 of 16

Apple does not need China Mobile. Other telecoms will eat into China Mobile Subscribers. Real fun begins when iPhone 6 with larger screen size option comes out and China Mobile will be losing herd in millions. 5S will become low cost phone by then!

 

Now what you say China Mobile- Are you in? :lol:

post #3 of 16
Quote:
Originally Posted by helicopterben View Post

Apple does not need China Mobile. Other telecoms will eat into China Mobile Subscribers. Real fun begins when iPhone 6 with larger screen size option comes out and China Mobile will be losing herd in millions. 5S will become low cost phone by then!

Now what you say China Mobile- Are you in? lol.gif
Quote:
Originally Posted by helicopterben View Post

Apple does not need China Mobile. Other telecoms will eat into China Mobile Subscribers. Real fun begins when iPhone 6 with larger screen size option comes out and China Mobile will be losing herd in millions. 5S will become low cost phone by then!

Now what you say China Mobile- Are you in? lol.gif

No idea where you get the rumor from that there will be an iPhone named iPhone 6 and it would have a larger screen,but whatever.

But yeah, I thought that China belonged to Samsung. Guess things change over time. Even without CM.
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post #4 of 16
CM is waiting for the Dec 18th huge announcement of the upgraded network. They are in, according to informed sources - it is just timing of the announcement, which Apple has been mum about, deferring to CM to not take away their limelight.
post #5 of 16
Quote:
Originally Posted by PhilBoogie View Post



No idea where you get the rumor from that there will be an iPhone named iPhone 6 and it would have a larger screen,but whatever.

But yeah, I thought that China belonged to Samsung. Guess things change over time. Even without CM.


When Apple is testing larger screen phones and Tim Cook mentioned in the earnings call that they do not want to compromise specs on the larger screen, says it will come at some point. Apple will deliver large screen phones and people will be wrong as always! I am waiting on buying larger 1  and ditched on buying 5S :) iPad mini with Retina helps me for now. Rumor on most of the part on Apple has been right. Even Munster will be right on TV. It's just the matter of when!

post #6 of 16
Only has 1104 people reserved , that isn't a doom for apple ?
post #7 of 16
I am waiting to see the reaction of investors when they know there is no deal at all and they blame themselves for their stupidity to dream there was a deal .
post #8 of 16
Quote:
Originally Posted by crazy_mac_lover View Post

Only has 1104 people reserved , that isn't a doom for apple ?


That might be number of people visited the site lol

 

Once CHL deal comes through, there will be number of Kidneys going on for a sale in China!

post #9 of 16

But...but...but... Chinese consumers are only interested in cheap iPhone knockoffs!  /s

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #10 of 16
Quote:
Originally Posted by helicopterben View Post



When Apple is testing larger screen phones and Tim Cook mentioned in the earnings call that they do not want to compromise specs on the larger screen, says it will come at some point. Apple will deliver large screen phones and people will be wrong as always!

So, you're not a person then?
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post #11 of 16
Originally Posted by helicopterben View Post
When Apple is testing larger screen phones and Tim Cook mentioned in the earnings call that they do not want to compromise specs on the larger screen, says it will come at some point.

 

No, at no point did he ever say that.

 
Apple will deliver large screen phones and people will be wrong as always!

 

Oh, some people will be wrong, all right.

 
Rumor on most of the part on Apple has been right.

 

Yeah, that iPhone mini has really stormed the world.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #12 of 16

This is just personal conjecture, but perhaps one reason that US analysts are generally wildly wrong about Apple's impending triumph in China, is due to the lack of accurate information about China in the US media.

 

In the US a lot of people think that China is some oversized impoverished third world country, where no one could possibly afford an iPhone 5c much less a 5S.

 

In reality, of course, China is a complex country with a sophisticated and large wealthy class.

 

So it works the same in China as here: huge market for Apple, lots of people are well educated about Apple's new products and upcoming partnerships, etc.

 

Rather than being some giant third world country, China is the new first world, and that is why a high end phone like the iPhone has the potential to disrupt Android dramatically.

post #13 of 16
But... but... but the analysts keep saying that almost no consumer in China can afford an iPhone. Hehe. However, there may be a few consumers in China who don't bother listening to analysts.

Those analysts really look down on the Chinese race as a bunch of paupers who don't have any dreams of moving up in life, implying things like out of 750 million China Mobile subscribers only less than 2% of those subscribers can scrape together enough RMBs to purchase a subsidized iPhone. It's funny because many of the articles I'd read about China were always focused on the Chinese consumers' growing financial wealth. I guess it doesn't apply to spending that wealth on iPhones. Personally, I think there are a lot of people in the mobile industry simply hoping for Apple to fail merely because they hate Apple's financial success.
post #14 of 16
Quote:
Originally Posted by PhilBoogie View Post


So, you're not a person then?

Did not mean all of them :)

 

Quote:
Originally Posted by Tallest Skil View Post
 

 

No, at no point did he ever say that.

 

Oh, some people will be wrong, all right.

 

Yeah, that iPhone mini has really stormed the world.

 

Ok I will be specific "My view continues to be that iPhone 5 has the absolute best display in the industry," Cook said on a postearnings call with investors. "Our competitors have made trade-offs to ship a larger display. We will not ship a larger display iPhone while these trade-offs exist."

 

So I think he is not denying. (He is keeping the door open or his exit door will be opened. JK)  Trade off do not exists on larger iPads and they somehow exists on larger screen iPhone?  Bigger screen is coming PERIOD!

 

Never heard of iPhone mini so I cannot comment :lol: 

post #15 of 16
Originally Posted by helicopterben View Post

He is keeping the door open…

 

Which is not in any way the same as walking through it.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #16 of 16
This is simply astonishing considering iPhones have not yet rolled-out on China's largest carrier with 755 million subs. On the charts current trajectory Apple could already be the number 1 seller in China BEFORE the China Mobile deal and BEFORE larger phones are released next September. Quite astonishing indeed.
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