China Mobile has 759 million subscribers, it's important to note that only 176 million are actually 3G subscribers (those are the folks most likely to buy higher-end handsets).Xiaomi, Lenovo and Samsung are the handset makers that Apple will have to compete with. If Apple can get 40 percent of those 170 million who are on 3G, THEN THATS ABOUT 70 MILLION
Steve Milunovich from UBS is at the low-end with 10 million or more in calendar 2014 with Brian Marshall at ISI at the high-end with 38.7 million. Me, I think that once people see how good 4G is from 3G, then you'll see a big part of the 176 who are subscribed to 3G will jump on board to 4G, but what phone they will pick and if its Apple is based on if China Mobile and Apple can come up with a great affordable plan
another new guess: Apple May Sell 20M iPhones on China Mobile, Says Global Equities. I still like my guess of 70 million. These other guesses are too low because 3G sucks and once the Chinese see how good it is then my estimate is more likely. Estimates are low because only 176 of 700 million subscribe to 3G
that is correct, first post that we can say is what we been thinking about CHL and iPhone sales units, but you're forgetting one more important thing... we want you to dig in and tell us that one more thing, you were smart enough to post the right info so we want to give you a chance and think of it and post it
And Evercore’s Rob Cihra thinks the reported deal between Apple and China Mobile (CHL) may net an additional 5 million to 10 million iPhone sales in calendar ’14, which adds upwards of $1.70 to Apple’s EPS. That should offset March-quarter “seasonality,” he thinks.
Rob it is pure speculation to predict sales before the details of the deal is known. I agree with you about the 3g customer but we need to see what kind of playing field we are on. We could very well sell as many as 70 million phones but keep in mind NONE of the street analysts have incorporated even 5 million additional phone sales in the current 2014 numbers.