oops ...I was wrong about model numbers ??
"The WSJ does seem pretty certain that the deal is done though so take that with whatever level of certainty you wish.
My colleague Chuck Jones has done the number crunching to see what this might mean for Apple’s profits, earnings per share and thus stock price. In Chuck’s work he’s made the assumption that we should be comparing likely iPhone sales to the current 3 G usage on that China Mobile network and this is undoubtedly true.
To take a step back for a moment for this is something that routinely gets some people a little confused. Some people assume that the iPhones will only work on China Mobile’s new 4G network. We can see that the chipset used in the iPhone 5 s and 5 c does indeed support TD-LTE, the technology that China Mobile is using for that 4G network. Thus the assumption being made by some is that iPhone sales will be reliant on the roll out of that network over the coming months.
However, that’s not quite right. It was actually a commenter here (under several names, but here as Chaka 10) who pointed out that Apple has both designed and got regulatory approval for iPhones that work in China Mobile’s 3G network, the TD-SCDMA one:
Yes, the missing models are A1516 (a version of 5c that works on TD-LTE and CHL’s 3G TD-SCDMA) and A1518 (a version of 5s that works on TD-LTE and TD-SCDMA). Neither show up (yet) on the 5s and 5c model listings on Apple’s website. Both have received network access licenses for China Mobile’s network (permit numbers 00-8573-139033 and -139036, respectively).
So Chuck’s right to look at 3G numbers, not just the projections for the 4G ones. And for us we need to recall that, assuming the WSJ is correct and the deal has been signed off, the effect on Apple’s sales is going to be near immediate, not constrained by the roll out of the 4G service.
tqnt is leveraged to China Mobile more than other RF apple suppliers , because filters for band 38 ,40 as well as Wi-Fi coexistence filters .....model A1529 (iphone 5c) and model A1530 (iphone 5s) ...
"We have serious concerns with TriQuint’s prolonged underperformance under the direction of
the current management team and Board. We believe substantial change is needed on the Board
to ensure that appropriate actions are taken to improve execution, drive better financial
performance, and create value for all shareholders. These changes should include new highlyqualified,
independent directors with relevant credentials for TriQuint, as well as direct
shareholder representation to ensure the best interests of all shareholders are appropriately
represented on the Board at all times.
To this end, we have formally delivered a notice today nominating an alternative slate of director
candidates for election to the Board at the 2014 Annual Meeting. Our slate of directors includes
four independent industry executives with exceptional track records in the semiconductor
industry. These director nominees possess a well-balanced mix of skill sets to ensure that the
Company evaluates, with an open mind and a keen sense of urgency, all alternative strategies to
determine the best path forward to maximize value for all shareholders.
We are open to continuing our discussions with you regarding Board composition and corporate
strategy, and remain amenable to reaching a mutually agreeable resolution to re-constitute the
Board in a manner that is in the best interests of all shareholders. However, if an agreement is not
reached, we are fully prepared to solicit the support of our fellow shareholders to elect a new
slate of directors at the 2014 Annual Meeting who are committed to representing the best
interests of all TriQuint shareholders.
As always, please feel free to reach out at anytime."
you can invest in emerging growth story .....or move on ....tqnt's management has been mediocre (and that is generous) ...you could say the same thing about David Aldrich few years ago ...
tqnt's SMR BAW (as per present. ; should we believe them ?) could be better for bands 38 ,40 (TD LTE ; China , India) ....if that is true ,EVERY TD LTE phone will need to have filters from ....tqnt ....!
no presentation ....next one is needham , January ....... too bad , because tqnt has such a good story to tell
- tqnt can make ~90 cents per share in 2015 , depends on execution
- needham sold tqnt shares in spring time .....(they need to accumulate before upgrade ? ....they still have $5 pt , I think ...or they dropped coverage)
- analysts day ... ; "analysts community" ...ha ... analysts ...they even did not bother to listen ....I think ...
Things may be turning around for iPhone 5C in India. According to some retailers, Apple’s troubled handset is now outselling Samsung’s Galaxy S4 there.
Just like everywhere else around the world, iPhone 5S was a smash hit in India. It sold out within days of official launch, and retailers have been facing serious shortages for Apple’s flagship smartphone ever since.
iPhone 5C, on the other hand, wasn’t doing too well, also just like everywhere else. Very few customers were opting for it instead of only slightly more expensive iPhone 5S.
Then Apple did what it should have done from the start. Last week it cut iPhone 5C price in India by 13 000 rupee ($208), at least.
Of course, Apple couldn’t actually cut iPhone 5C price by that much, if at all. It would have been an admission that they erred on 5C pricing, and Apple simply doesn’t do such things. So they created an old smartphone trade-in program, offering cashbacks starting at Rs 13K on iPhone 5C and 4S purchases.
And iPhone 5C sales took off. According to several retailers, both iPhone 5S AND iPhone 5C are outselling Samsung’s Galaxy S4 flagship in India now. And, some of them say that over the weekend, after trade-in program started, new iPhone sales volumes have tripled. Apple now plans to expand the trade-ins across emerging markets in Asia Pacific and Latin America.
The evidence is very anecdotal so far, but if these reports are confirmed, we will finally be able to settle the debate of what was wrong with iPhone 5C, and put all those theories about how $550 5C made a lot sense and was part of smart Apple strategy, to rest. The only thing wrong with iPhone 5C was its price – too high and too close to the flagship model.
Now that Tim Cook’s team has found a way to cut its younger model prices, without actually admitting it is cutting them, iPhone 5C may soon start bringing in some serious numbers in places Apple was particularly weak, and where a lot of future smartphone growth will come from – the emerging markets.
Despite initial reports that have claimed the iPhone 5c is not a selling that well and reports about Apple cutting iPhone 5c production in favor of the iPhone 5s, Apple’s multi-colored iPhone seems to be picking up steam in India. While actual sales numbers aren’t offered, and only anecdotal evidence is presented at this time, it appears that the iPhone 5c is selling rather well in the region and is even outselling the Galaxy S4 in some cases.
The Indian Express says that several factors including Apple’s iPhone trade-in program and lucrative deals from local operators have contributed to the newfound success of the iPhone 5c, although the iPhone 5s is also selling very well in the country.
“We usually keep around 100 units for seven days,” an Apple reseller in South Delhi said. “But since the launch of the iPhone 5s and iPhone 5c, we have to update stocks every two days. And sales increase three times over the weekend.”
Another manager at a multi-brand electronics store told the publication that this month the store had 10 units of both the Galaxy S4 and iPhone 5c.
“Surprisingly, I have no iPhone 5c or iPhone 5s left, while there are three Galaxy S4 smartphones still available,” the retailer said.
When contacted, the manager of a local Samsung store was not willing to share sales numbers, but he admitted that the Galaxy S4 wasn’t doing as well as last year’s Galaxy S3.
A few days ago, Apple started its iPhone trade-in program in India, offering buyers interested in switching to the iPhone 5c at least Rs 13,000 ($208) for the old iPhone 4S. After trade-ins, the iPhone 5c’s price has been cut down to Rs 28,900 ($460) for the 16GB version and Rs 40,500 ($650) for the 32GB version. Apple has launched its 2013 iPhone models in India on November 1st.
that's ok ; anything that raises awareness about premium filters is good .....maybe ANALysts will finally wake up to emerging growth story ....tqnt
according to tqnt (listen to analyst day present.) china mobile asked tqnt to work on products , that will be needed for TD LTE ......allegedly (if you choose to believe tqnt's management) SMR BAW are better than FBAR for band 40 and 38 ....and maybe the ONLY one ...?
After months of speculation, China Mobile will finally be the first carrier to offer 4G LTE in China on Dec. 18, followed by China Unicom and China Telecom, the country’s other two major carriers. The news was confirmed by Xinhua, the Chinese government’s official mouthpiece.
The launch of 4G in China is a potential boon for Apple, because this means the company can start offering versions of the two latest iPhone models compatible with TD-LTE, the 4G standard used by China Mobile. After years of negotiations, Apple secured the final government license needed to run the iPhone on China Mobile’s proprietary wireless network in September. China Mobile is the world’s largest mobile carrier with 760 million subscribers, which means that once it starts selling iPhones, Apple may enjoy a significant boost in sales and regain some of the market share it has lost to Android. From China Mobile’s perspective, offering iPhones (and other handsets) that support TD-LTE is a valuable tool to convince users to spend more time on its networks.
Xinhua says that 4G will be available first in Beijing, Guangzhou and Chongqing. Shanghai residents will have to wait longer for an upgrade because the city is building its own 4G network.
In addition to Apple, foreign companies that can expect to benefit from the launch of China Mobile’s 4G network include Ericsson, Nokia Solutions and Networks, Alcatel-Lucent, Qualcomm and Samsung Electronics. China Mobile said in April that about a quarter of the 190.2 billion RMB ($30.1 billion) it will spend on its networks has been earmarked for TD-LTE technology.
China will start commercial 4G mobile communications services on December 18, bringing the most advanced telecommunications technology to the country’s more than 1 billion mobile users.
China Mobile, the country’s No. 1 mobile operator with over 700 million users, will start 4G services on that date with a new brand He, meaning harmonious in the Chinese language.
China is expected to issue licences for 4G before the telco’s new services start.
“It will be a national event and users are allowed to apply for 4G services without changing numbers,” said a Shanghai Mobile official.
Users in Beijing, Guangzhou and Chongqing will be the first to enjoy commercial 4G, or fourth generation, services. Shanghai, which is still building a citywide 4G network, will launch the services later.
Though China is the world’s biggest mobile phone market with more than 1 billion users on its mainland, it lacks the 4G technology that is used in some other countries and regions including the United States, South Korea, Japan, Singapore and Hong Kong.
The 4G phone will become rapidly popular on China’s mainland, thanks to the low cost of 4G phones, according to Li Yue, China Mobile’s president, who expects some 4G phones priced below 1,000 yuan (US$162) to appear in the second half of next year.
Apple Inc is also set to introduce iPhones supporting the 4G network in China, industry insiders said. The US giant and China Mobile are in negotiations over the 4G iPhone and they will launch it officially on December 18.
China Telecom and China Unicom are now Apple’s carrier partners for its smartphone on the Chinese mainland.