china ▪ August 25

AAPL: 103.74

0.62
Stock Chart

(Photo by Feng Li/Getty Images)

IDC released an updated forecast today lowering its expectations for worldwide smartphone shipments this year with a continuing slowdown in growth in China cited as the biggest contributor to the lower than expected shipments. It also shared some insight into expected growth for Apple in the years to come, predicting Android’s current 81% share of the market by operating system will likely hold strong through 2019 and that a cheaper iPhone 6C model wouldn’t do much to help. expand full story

The email Apple CEO Tim Cook sent to CNBC analyst Jim Cramer, and which was read on the air, may have violated Securities and Exchange Commission regulations, according to lawyers speaking to MarketWatch. The regulations are designed to ensure that information that may impact a company’s share price is made available to the public in a fair and open way, rather than privately disclosed to particular individuals or entities.

Cook’s email revealed that the growth in iPhone activations “has actually accelerated over the past few weeks, and we have had the best performance of the year for the App Store in China during the last 2 weeks” – information that Apple had not previously disclosed …  expand full story

china ▪ August 20

AAPL: 112.65

-2.36
Stock Chart

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New data from Gartner suggests that iPhone sales grew 36% year-on-year, while Samsung’s sales fell 5.3% in the same period. Apple’s market share climbed from 12.2% in Q2 2014 to 14.6% in the same quarter this year. Other winners were Chinese brands Huawei and Xiaomi.

Gartner said that while overall smartphone growth was sluggish, Apple continued to dominate the premium end of the market, with other vendors struggling to compete.

Apple’s double-digit growth in the high-end segment continued to negatively impact its rivals’ premium phone sales and profit margins. Many vendors had to realign their portfolios to remain competitive in the midrange and low-end smartphone segments. This realignment resulted in price wars and discounting to clear up inventory for new devices planned for the second half of 2015 … 

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china ▪ August 16

AAPL: 115.96

0.81
Stock Chart

It appears that the expansion of Apple Pay into Australia could be farther off than some had hoped. According to a report today from The Sydney Morning Herald, Apple is in negotiations with at least four of the largest banks in Australia in order to form partnerships for Apple Pay in in the region. However, the report claims Apple is having issues in negotiations centered around the fees it collects from the currently supported Apple Pay markets of the United States and United Kingdom.

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china ▪ August 12

AAPL: 115.24

1.75
Stock Chart

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From some recent news reports and analyst pronouncements, we could easily get the impression that the relatively weak Chinese economy poses a major threat to Apple. The argument doing the rounds is that China is where Apple is seeing most of its growth at present, and the Chinese economy is tanking.

It’s absolutely the case that the importance of China to Apple cannot be overstated. Apple does continue to grow its sales in both the Americas and Europe, of course, and there is no suggestion that this is showing any sign of slowing, despite a saturated smartphone market. But worldwide growth of 33% was dwarfed by that seen in China, as one recent graph vividly illustrated.

If Chinese demand for Apple products were indeed to weaken significantly, there is no doubt that this would be a major problem for Apple. But it seems to me that the issue is being substantially over-stated …  expand full story

china ▪ August 3

AAPL: 118.44

-2.86
Stock Chart

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Apple has lost its top position in smartphone shipments in China, reports Canalys, falling from the #1 slot it achieved in Q4 of 2014 to #3 in Q2 of this year.

Canalys did not reveal Apple’s market share (a number it would like its clients to pay for), stating only that Xiaomi took the top slot with a 15.9% share, with Huawei close behind at 15.7%. A separate market size estimate from Counterpoint, with similar numbers, suggests that Apple’s market share in the country may have fallen to around 12.2% …  expand full story

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