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Apple's China Mobile Opportunity Is Just Beginning

By Evan Niu, CFA and Erin Kennedy - Mar 22, 2014 at 2:30PM

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China Mobile says that it sold approximately 1 million iPhones in February. This is just the beginning.

A few days ago, China Mobile ( CHL ) announced that it sold about 1 million iPhones on its network in February, following the widely anticipated launch in mid-January. Shares however were down somewhat on the news, indicating that investors may have been slightly disappointed with the figure.

In this segment from Friday's Tech Teardown, host Erin Kennedy and Motley Fool tech and telecom bureau chief Evan Niu discuss why it has been difficult to accurately gauge the opportunity for Apple ( AAPL 3.55% ) on China Mobile. They also look at some of the factors that will benefit Apple in its partnership with China Mobile, and some of the headwinds the company will face selling its iPhones through the Chinese carrier.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis – even one of our own – helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.

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Stocks Mentioned

Apple Inc. Stock Quote
Apple Inc.
AAPL
$171.18 (3.55%) $5.86
China Mobile Limited Stock Quote
China Mobile Limited
CHL

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