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tektonikshift
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Apple and 4G cause IDC to raise Smartphone forecast in China
tektonikshift   9/25/2013 1:32:07 PM
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Junko, 

Apple and 4G said to spur increase in China smartphone adoption per IDC;

http://www.itproportal.com/2013/09/25/apple-and-4g-push-idc-raise-china-smartphone-forecast/

China Mobile spent many millions to build out their 4G network. Now they need millions of smartphone subscribers on it. 

The iPhone5s is ready made for China Mobile's new network. Expect lots of co promotions between the 2 companies. 

Appears like Apple again made the right trade offs and the new iphone is finding strong worldwide adoption. 

-Tek

 

junko.yoshida
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Re: A Chinese Premium brand
junko.yoshida   9/25/2013 1:10:05 PM
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No, dougwithau. we never said that China cannot have a premium brand. They actually LOVE premium brands like Apple. The issue is that those China Mobile subscribers -- the largest subscriber base in China -- need to move onto LTE to truly appreciate the power of iPhone 5. Right now, their proprietary 3G (TD-SCDMA) is not doing its justice (compared to the standard 3G); so most iPhone users under China Mobile are using 2G! 

Something needs to change here.

But at any rate, what I was amazed about is the irony that many industry observers including myself who thought cheaper iPhone 5c might be perfect for Chinese consumers might turn out to be false.

dougwithau
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A Chinese Premium brand
dougwithau   9/25/2013 10:48:30 AM
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China can not have a premium brand? Why? There is money being made in China, by Chinese. The people with money want to have the latest, greatest, fastest coolest stuff, just like... ummm ... everywhere.

I read there are about 200 Million high end celular customers in China. Will everyone in the country buy the 5s, NO. Even 100 Million new phone buyers is pretty good.

junko.yoshida
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China may not bite 5c
junko.yoshida   9/25/2013 8:52:43 AM
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I don't want to say "I told you so," but it might just be, as we wrote a few weeks ago, Chinese consumers may not bite iPhone 5c.  I wonder what was Apple's original expectaion -- in terms of 5c vs. 5s demand in China. 

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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