Apple's Cook 'incredibly optimistic' as China Mobile iPhone orders in multi-millions

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  • Reply 41 of 65

    On a lighter note, I love that "Cook towed the company line".

     

    Just one letter, or maybe he really toed the company line? :err:

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  • Reply 42 of 65
    aircm1982

    Thanks for your input from a real Chinese viewpoint, its very valuable on these forums. Similar views have been expressed before by some of the analysts, so you may find not all of them are so out of touch with China.
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  • Reply 43 of 65
    rogifanrogifan Posts: 10,669member
    davidw wrote: »
    Ist quarter for Apple ended on Dec. 31, 2013.  Anything Tim say about China sales now will affect Apple 2nd quarter numbers. Even if they took pre orders from China in Dec., Apple do not count sales until it ships. And all those iPhones will ship in Apple 2nd quarter. 
    Here's what Tim Cook said to the Wall Street Journal:
    Q: How is Apple performing in China and how will the deal help its sales outlook?

    Cook: Last quarter, we haven’t announced numbers, but I can tell you that last quarter we sold more iPhones in Greater China than at any time in our past. And so it was a record quarter, helped by launching China very first in the queue [launching new iPhones at the same time as the U.S.] And I think with what we’re announcing today, I see a huge barrier being removed, because there are lots of people that love China Mobile’s network and love iPhones and those two spheres are finally coming together, so it’s a monumental day and a watershed announcement.

    I was specifically referring to Tim's comments about record iPhone sales in China last quarter. Normally it's a quiet period before earnings and Apple doesn't make any comments as to what they're going to report.
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  • Reply 44 of 65
    rogifanrogifan Posts: 10,669member
    command_f wrote: »
    It also bears repeating that the 5C is not just last year's model wrapped in a new case. It has far superior LTE capability too: the iPhone 5 LTE support is actually poor for some parts of the globe, including Europe. The improvement (in both 5C and 5S) is probably less visible if you're in the US, it's quite understandable that Apple would prioritise support for its home country in its first LTE phone, then widen it in the next model(s).
    Even if it was, who cares? I have an iPhone 5 right now. When I'm using it I never think about the fact that it's "last years tech". The phone works great and is super fast. That's all I care about.

    What is the Moto X or G? What are the lower cost Lumias? They're certainly not the latest and greatest tech, the best specs in a cheap phone. Yet no one seems to question the tech in those phones, or complain that they're selling "last years tech" as something new.
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  • Reply 45 of 65
    aircm1982 wrote: »
    Interesting optimistic statement~

    I am an Chinese and I read online Chinese news about reservation of iPhone 5s/c through China Mobile. It seems the story here is different from those reported by Chinese technology news agencies.

    Based on their reports, the sale or reservation is totally not as hot as it states in this post. The reservation number is well below that of China Telecom (270k vs 150k) at same time point. I don't know which source is more true than the other. But presumably as a Chinese and know a little bit of Chinese customer behavior, I don't think iPhone 5s/c will reach the sale peak as seen before. This is because those people who really love iPhones or Apple products have already got the gears through gray market. Those who are still waiting are kind of people that not super fan of Apple, and they can pick up a samsung handset without hesitate due to the slightly lower price. Thus, the key I think will be the price. If the price is not attractive low, It is possible that iPhone 5s/c just a good sale phone rather than a hot sale phone.

    Hopefully I am wrong. We will see.

    In an interview with CNBC this morning, the CEO of China Mobile (appearing jointly with Tim Cook) said that there have been 'millions of preorders.'

    I am sure he knows a bit more about this than you do, hanging out in some Chinese forums.

    Why don't we wait for the actual facts, which we'll get soon enough.
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  • Reply 46 of 65
    aircm1982

    Thanks for your input from a real Chinese viewpoint, its very valuable on these forums. Similar views have been expressed before by some of the analysts, so you may find not all of them are so out of touch with China.

    See above.
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  • Reply 47 of 65
    The Chairman of China mobile post the story of "the 6 years negotiation with Apple" on Weibo (lots of Chinese speakers here, you guys should know) he himself confirm the "over a million reservations". So should I listen to some guy from Wall Street can't speak Chinese and let alone been to China. (Or those armchair man here?) Or the guy who actually run the company ? Hmmm tough.
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  • Reply 48 of 65
    MacPromacpro Posts: 19,873member
    philboogie wrote: »
    You hear that Odo? "Optimistic!"

    ROFL
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  • Reply 49 of 65
    MacPromacpro Posts: 19,873member
    jungmark wrote: »
    But China is full of poor people and there is no growth and no subsidies and wah wah!

    Yep, just pull up posts on this subject from a few years back on AI ... so many experts here 'knew' the Chinese were all living on one bowl of rice a day and could not afford anything made by Apple. :no:
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  • Reply 50 of 65
    dasanman69dasanman69 Posts: 13,002member
    aircm1982 wrote: »
    Interesting optimistic statement~

    I am an Chinese and I read online Chinese news about reservation of iPhone 5s/c through China Mobile. It seems the story here is different from those reported by Chinese technology news agencies.

    Based on their reports, the sale or reservation is totally not as hot as it states in this post. The reservation number is well below that of China Telecom (270k vs 150k) at same time point. I don't know which source is more true than the other. But presumably as a Chinese and know a little bit of Chinese customer behavior, I don't think iPhone 5s/c will reach the sale peak as seen before. This is because those people who really love iPhones or Apple products have already got the gears through gray market. Those who are still waiting are kind of people that not super fan of Apple, and they can pick up a samsung handset without hesitate due to the slightly lower price. Thus, the key I think will be the price. If the price is not attractive low, It is possible that iPhone 5s/c just a good sale phone rather than a hot sale phone.

    Hopefully I am wrong. We will see.

    This concerns orders from the carriers not individual customers.
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  • Reply 51 of 65
    maestro64maestro64 Posts: 5,043member
    Quote:

    Originally Posted by aircm1982 View Post



    Interesting optimistic statement~



    I am an Chinese and I read online Chinese news about reservation of iPhone 5s/c through China Mobile. It seems the story here is different from those reported by Chinese technology news agencies.



    Based on their reports, the sale or reservation is totally not as hot as it states in this post. The reservation number is well below that of China Telecom (270k vs 150k) at same time point. I don't know which source is more true than the other. But presumably as a Chinese and know a little bit of Chinese customer behavior, I don't think iPhone 5s/c will reach the sale peak as seen before. This is because those people who really love iPhones or Apple products have already got the gears through gray market. Those who are still waiting are kind of people that not super fan of Apple, and they can pick up a samsung handset without hesitate due to the slightly lower price. Thus, the key I think will be the price. If the price is not attractive low, It is possible that iPhone 5s/c just a good sale phone rather than a hot sale phone.



    Hopefully I am wrong. We will see.

    Your assessment is probably close, however, who will you believe the guys who make up stuff to write on the web or the guy who actually knows the numbers. The only thing we know is Apple has never over or under inflated their numbers, they hardly say anything but to provide the accurate information.  The analysis, want-to-be analysis and anyone interesting in creating FUD are the only ones who make statements which are not accurate or completely made up.

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  • Reply 52 of 65
    flaneurflaneur Posts: 4,526member
    Oh, it’s banning time again, you’re gonna leave us.. I can hear that faraway tone in your posts… I can tell by the way that you offend us, that it won’t be long before it’s banning time…. (sung to the tune of Ray Charles’s “Crying Time”)

    I was hoping no one would quote him. Not funny.
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  • Reply 53 of 65
    Quote:
    Originally Posted by anantksundaram View Post





    In an interview with CNBC this morning, the CEO of China Mobile (appearing jointly with Tim Cook) said that there have been 'millions of preorders.'



    I am sure he knows a bit more about this than you do, hanging out in some Chinese forums.



    Why don't we wait for the actual facts, which we'll get soon enough.

     

    To be fair... what the hell was he supposed to say... preorders have been smooth.

     

    Yes, let's wait for the facts.

     

    (... but, I too think that at least the 5s will sell in the millions during introduction week)

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  • Reply 54 of 65
    davidwdavidw Posts: 2,184member
    Quote:

    Originally Posted by Rogifan View Post





    Here's what Tim Cook said to the Wall Street Journal:

    I was specifically referring to Tim's comments about record iPhone sales in China last quarter. Normally it's a quiet period before earnings and Apple doesn't make any comments as to what they're going to report.

    Actually, Tim Cook didn't reveal anything. Apple has always included Greater China as part of Asia/Pacific area. Apple has never broken down the numbers to all the countries this includes. Though they do announce when sales in a certain country are better than anticipated. Like they did for  Japan and S. Korea. So a record breaking quarter in Greater China can't really be compared to any previous number. For all we know, since for the first time, Greater China got the new iPhone at the same time as everyone else in the region, people were buying less gray market iPhones in China. A gray market iPhone purchased in China, counts as a sale in the country in came from, not as a sale in China. So the iPhone sales in Greater china can be at a record high but iPhones sales in the Asia/Pacific region as a whole may still be flat because Greater China did not have to rely on gray market iPhones from other Asian countries this time.

     

    But I got a feeling that Apple will start breaking out China's numbers into its own category so that we can see Apple's growth in the market, without having to extract it from the numbers for the Asia/Pacific region. Which is why Tim Cook is now talking about Greater China sales numbers. 

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  • Reply 55 of 65
    Oh, it’s banning time again, you’re gonna leave us.. I can hear that faraway tone in your posts… I can tell by the way that you offend us, that it won’t be long before it’s banning time…. (sung to the tune of Ray Charles’s “Crying Time”)

    Now you've found that no one thinks you really matter (matter)
    That's the way it's happened every time before
    And as sure as the sun comes up tomorrow ('morrow)
    Bannin'' time will end when you can post no more!
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  • Reply 56 of 65
    philboogiephilboogie Posts: 7,675member
    Now you've found that no one thinks you really matter (matter)
    That's the way it's happened every time before
    And as sure as the sun comes up tomorrow ('morrow)
    Banin'' time will end when you can post no more!

    LOL

    ????
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  • Reply 57 of 65
    ai46ai46 Posts: 56member
    Quote:

    Originally Posted by Lord Amhran View Post





    Rather inappropriate don't you think?



    Please don't quote the trolls, it makes you look like one as well.

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  • Reply 58 of 65
    zoetmbzoetmb Posts: 2,657member
    Quote:

    Originally Posted by Rogifan View Post



    I'm a little surprised Cook is talking. Wouldn't this be a quiet period for Apple, prior to earnings release?

    According to the original post, he stated absolutely no sales specifics or projections.    He can say he's "optimistic".    

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  • Reply 59 of 65
    thomprthompr Posts: 1,521member
    Quote:

    Originally Posted by ascii View Post

     

    You go to the Apple Store and buy a phone, then you walk down the street to a carrier store of your choice and buy a SIM card. In theory the phone maker and the network provider don't need to say a single word to each other.

     

    And yet there are these stories about Apple bargaining for years on end with network providers?


    3000 points of sale has China Mobile, spread out all over China... and China is a very large place.  Apple stores don't have nearly the reach.

     

    Also, some carriers subsidize when there is a deal in place - even in China.

     

    This deal matters.

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  • Reply 60 of 65
    thomprthompr Posts: 1,521member
    Quote:

    Originally Posted by Rogifan View Post



    I'm a little surprised Cook is talking. Wouldn't this be a quiet period for Apple, prior to earnings release?

    Quiet period rules are very specific.  They don't cover everything.

     

    Thompson

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