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Nokia Corporation Message Board

  • vlad2vlad vlad2vlad Dec 22, 2012 11:21 PM Flag

    -- China Demand slash Sales

    We should be seeing some kind of leak regarding demand and pre-sales in China.

    That right there could be a sleeping giant. So far we've had all kinds of great news but given the nature of the China mobile deal where the 920T is offered for $1 with a 2 year contract there is the real possibility of a mind blowing blowout in demand and sales. And I think Nokia really got ahead of this one early this time given they now knew ahead of time what kind of demand to expect from the 920.

    I think part of the reason for the long supply shortage in the US and globally was the fact that perhaps Nokia was routing components to be assembled as 920T's in order to fill a huge cache of 920T's prior to launch. The Chinese will be paying top dollar (compared to the paltry $450 they get from the US market) so building up a huge supply ahead of what should be a massive explosion in Chinese orders would prove to be a strategically brilliant move.

    Does anybody know if Nokia started shipping 920T's to China Mobile in Q4 or will that not start until early January when the phone actually goes on sale? Reason I'm asking is cause I'm wondering if the Q4 numbers will reflect china sales given they book a phone as sold as soon as its shipped to fill the channel at China Mobile et al.

    Even if that's the case, Q4 will only reflect, at most, 2 weeks of shipments to china. Q1 should show much more channel stuffing and given how hot the 920T is and the sweet 2 year deal China Mobile is offering I'd say pretty much every single phone they stuff the channel with will be sold instantly.

    That said, we should hopefully get some kind of manufacturing/supply leak and if we know how many 920's were manufactured we'll have a really good idea how many were sold since supply was outstripped by demand even to this day in most countries around the world.

    Sentiment: Strong Buy

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