Silent Member
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4G牌照定案,中移動馬不停蹄,將于12月18日在廣州發表4G服務品牌,並同步啓動iPhone銷售。
The rollout of iPhones is expected to start later this month, around the time of a Dec. 18 China Mobile conference in Guangzhou. At the Dec. 18 event, China Mobile plans to unveil a brand for its fourth-generation, or 4G, network.
China Mobile 4G LTE build-out is key to iPhone demand. Given Apple's high price point relative to the Chinese market, our concern about the quality of China Mobile's TD-LTE network, China Mobile's reliance on more of its Wi-Fi than cellular network, and the success of lower-end Android phones in China, we tend to lean more toward the lower end of iPhone unit shipments in (fiscal) 2014, or about 10-15 million iPhone units in (calendar year) 2014 for China Mobile.
- Keith Bachman with BMO Capital Markets
We believe that Apple could sell 17 million total iPhones on China mobile in the 2014. The 17 million unit sales would represent about 2% of China Mobile’s total subscriber base (759 million in October) or 10% of the 3G sub base (176 million).
- Gene Munster with Piper Jaffray
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