My prediction is that AAPL will finally form a deal with China Mobil in Q3. The deal will be in two parts. 1. Iphone 5s at full subsidy. 2. Cheaper Iphone at a fraction of the subsidy. This will finally allow China Mobile's 700MM customers access to the IEcosystem. A HUGE boost for apple products from hardware to software to advertisements and beyond. 50MM can afford the top of the line. The rest will purchase lower end starter products and move up over the years as their incomes grow.
AAPL will use up their 60 bl stock repurchase plan by the end of 2014 and announce a second $75 bl repurchase plan as well as increased dividend.