Recent

% | $
Quotes you view appear here for quick access.

Cirrus Logic Inc. Message Board

  • mk54321 mk54321 Apr 19, 2013 10:03 AM Flag

    Upcoming China Catalysts for Apple

    Apple needs to successfully execute on both its China Mobile agreement and the short-term bifurcation of its iPhone product strategy. Apple and China Mobile signed a confidentiality agreement back in January and have been working on the completion of a supplier agreement since. China Mobile is a Chinese state-owned telecommunications company with about 70% market share in China, or more than 700 million mobile subscribers - the holy grail of smartphone potential for Apple.
    As part of the China Mobile strategy, Apple has split its upcoming iPhone 5S product launch into two offerings: A lower cost 5S for the China Mobile subscriber base and a next generation performance improved 5S for the Americas and European market. Both products will be in the same footprint/screen size as the iPhone 5, with a larger sized screen next generation model planned for launch early to mid next year.
    Look for the low cost iPhone 5S launch with China Mobile to be in July with a significant volume ramp up initiating then. Apple's suppliers are already preparing by adding capacity

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
CRUS
33.66-0.03(-0.09%)Jul 2 4:00 PMEDT