2 Major Catalysts for Apple on the Horizon

By Evan Niu, CFA, Erin Kennedy, and Eric Bleeker – Sep 7, 2013 at 4:00PM

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Apple is very likely about to announce carrier partnerships with the biggest networks in China and Japan, which would dramatically expand its addressable market.

Heading into Apple's (AAPL -0.10%) iPhone event on Tuesday, numerous reports have surfaced that the company is finally going to partner with China Mobile (CHL) and NTT DoCoMo (NYSE: DCM). Those two carriers are the largest in their respective markets and have a combined subscriber base of more than 800 million users.

Those deals would significantly expand Apple's addressable market virtually overnight, and there is undoubtedly pent-up demand on those networks. The biggest unknown is where the iPhone 5C will price, and there have been studies as to where Apple will see the most success. The iPhone 5C price point is critical to its prospects in emerging markets.

In the following video, Erin Kennedy discusses Apple's upcoming event with Evan Niu, CFA, and Eric Bleeker, CFA.

Eric Bleeker, CFA, has no position in any stocks mentioned. Erin Kennedy and Evan Niu, CFA, both own shares of Apple. The Motley Fool recommends Apple and owns shares of Apple and China Mobile. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.