Apple never sold much in India, which is Samsung country, as most customers can't even afford a smartphone, and barely a cell-phone. But this past year Apple started to make a bit of sales push there. Its smartphones went from 1% of India's mobile-phone market in 2011 to now being 4%. 400% growth in just one year! Now assume that growth rate halves the next two years, still means by start of 2015 APPLE WILL HAVE 15 - 16% of the market in India. Not as good as in USA where Apple has 51% you say. OK, but India has 1.2 billion people. Even 15% of that is nearly 200 million people!. If Apple can get half or most of the professional and businessman class and lawyers...etc. as its customers in India.... Apple will make tons of $ and tons of growth. Same in China... but Apple already has 7 - 8% of the market in Mainland China, bit further along.
and the "emerging market phone" that is already in production will help there and in china and so on...
Aapl's best days are just ahead, but great to see the early China news (IPhone and Ipad up 36% yoy on the CNY), this India news, and to realize they it is only about now that they are sourcing sufficient phones to meet daily flow demand.
We're with the really big players adding a bunch down here at early 2012 prices.