What to Watch for in Apple's China Mobile Launch This Weekend

It's official. After years of waiting, Apple's (NASDAQ: AAPL  ) iPhone is now on sale at China Mobile (NYSE: CHL  ) , the world's largest telecom company. Investors should be jumping for joy.

Since it was first announced, the analyst community has been hard at work trying to determine just how significant a driver this deal could be for both Apple and China Mobile in 2014 and beyond.

This deal couldn't have come at a better time, as both Apple and China Mobile desperately need new growth drivers in order to keep their shareholders happy. 

Winner, winner
If early word is any indication, Apple and China Mobile expect a banner weekend indeed.

According to sources familiar with Apple's supply chain, Apple has already shipped well more than 1 million iPhones to China Mobile in anticipation of this weekend's likely sales swoon. Equally encouraging, China Mobile's chairman also fed the bullishness when he confirmed that preorders already stand in the "multi-millions" as well.

In the video below, tech and telecom analyst Andrew Tonner looks at some of the key storylines heading into the weekend and the possible financial impact this megadeal could have for both Apple and China Mobile.

A better way to invest in the global smartphone boom
Want to get in on the smartphone phenomenon? Truth be told, one company sits at the crossroads of smartphone technology as we know it. It's not your typical household name, either. In fact, you've probably never even heard of it! But it stands to reap massive profits NO MATTER WHO ultimately wins the smartphone war. To find out what it is, click here to access the "One Stock You Must Buy Before the iPhone-Android War Escalates Any Further..."


Read/Post Comments (1) | Recommend This Article (4)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On January 17, 2014, at 11:33 AM, Cintos wrote:

    One metric which is jumping out at me today is the iPhone 5s usage data as reported by Fiksu, which leverages its sdk-imbedded tracking data of app use, filtered to count unique devices. [ http://www.fiksu.com/iOS-7-iPhone-5s-5c-Usage-Tracker ]

    Today (1/17, 11:00 est) is day 119 of iPhone 5s availability, and Fiksu reports that 13.43% of all iPhones in use are the 5s. That metric represents a 1.7% gap up from a 12.7% reading at the end of yesterday's (day 118) collection. This is notable in that the only other upward gap in the graph over the 119 days was the one seen on 12/25, Christmas day, and it was only a 0.6% jump. From this metric, the impact of China Mobile's launch was almost 3x that of Christmas Day.....

Add your comment.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2799271, ~/Articles/ArticleHandler.aspx, 12/17/2014 2:54:29 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement