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Sequans Communications S.A. Message Board

  • motownvg motownvg Jan 10, 2013 8:40 PM Flag

    Tim Cook of Apple meeting with China Mobile's Chairman

    I heard on CNBC today that Tim Cook was meeting with the Chairman of China Mobile today. They said the two key issues were the homegrown network of China Mobile and the profit sharing model Apple gets with most carriers.

    Does anyone have an opinion on whether this is good or bad for SQNS in the event Apple strikes up a partnership with China Mobile? To date, I am not aware of any SQNS/ Apple activity and I wonder if this will take away from their addressable market. However, China Mobile has the largest number of subscribers in China, so even if Apple took a chunk and SQNS did not participate in this, I suppose it would not hurt too much.

    Anyway, if anyone has any insights on the topic I am curious to read your opinions.

    Sentiment: Strong Buy

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    • It seems to me that mobile phones aren't that big a part in the business in china, also not everyone buys or can afford apple products. I believe there are still designs wins to be announced though and maybe one of those is a phone? It will all unfold in the next 6 months, I'm sure.

      Sentiment: Buy

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