Android migration means there’s more iPhone growth to come, suggests Cook

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With so many new iOS and OS X features being introduced in yesterday’s WWDC keynote, the numbers that kicked off the show perhaps didn’t get the attention they otherwise might have done.

While the Wall Street line is that the smartphone market is saturated and iPhone and iPad growth is done, Tim Cook clearly thinks otherwise. Business Insider highlighted Cook’s comment on the migration Apple is seeing from Android phones.

“Over 130 million customers who bought an iOS device in the past 12 months were buying their first Apple device,” said Cook before introducing iOS 8, the new software for the iPhone and iPad. “Many of these customers were switchers from Android. They had bought an Android phone — by mistake. Then had sought a better experience … And a better life. And decided to check out iPhone and iOS.”

He added, “Nearly half of our customers in China in the past six months switch from Android to iPhone. This is incredible.”

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WWDC ’14: Women in Technology and Apps for China events as most labs remain secret

Besides a slew of events focused squarely on the technical side of developing and designing applications for iOS 8 and OS X 10.10, Apple, this year, will be holding a pair of interesting events over the course of the first week of June at WWDC.

On Wednesday June 4th from 4:30 to 5:30 PM Pacific Time, an event called Women in Technology Get Together will take place. This important event will discuss “the increased participation of women in technology,” the schedule in the updated WWDC app reads. Apple is making a point to further involve women in the conference this year, even announcing that the National Center for Women & Information Technology (NCWIT) will provide scholarships for women to attend WWDC:

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Analyst: Apple has reached deal with China UnionPay, could include NFC in iPhone 6

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According to Shanghai Mobile analyst Frank Hill, Apple has reached a deal with mobile payment provider China UnionPay that would enable the next iPhone to make purchases at millions of supported Chinese point-of-sale devices. This would work in conjunction with NFC hardware said to be included in the next iPhone model.

UnionPay works with many of China’s major banks, and is the only domestic mobile payment company operating in the country. Several banks have reportedly been invited by UnionPay to participate in the development of a new system that is compatible with iOS devices.

While rumors of NFC in the iPhone have been relatively rare compared to some previous upgrade cycles, this isn’t the first time this year we’ve seen mentions of the technology finally making its way into Apple’s smartphone. Last month a report from analyst Ming-Chi Kuo indicated that we’d see near-field communication in the upcoming device.

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Strong iPhone 5s sales sees Apple gain market share in Japan, Australia, UK, France & Spain

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Kantar data showed that Apple saw its smartphone market share rise in five out of nine countries surveyed “primarily due to the strong performance of the iPhone 5s.”

The iPhone gained market share in Japan, Australia, UK, France and Spain, with its strongest growth in Japan, where first quarter market share grew by 8.6 percent, from 49 percent in 2013 ro 57.6 percent in 2014. Apple’s success in the country followed a deal with Japan’s largest wireless carrier, DoCoMo.

Japan’s love affair with Apple shows no sign of fading. Even though the iPhone has now been available on Japan’s largest carrier, NTT DoCoMo, for a number of months Apple still accounts for more than 40% of sales on the network. The success of the iPhone is also filtering through to the iPad, with almost a quarter of Japanese iPhone owners also owning an iPad. With smartphone penetration in Japan lagging well behind Europe and the US, Japan will remain a key growth market for Apple …

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Analysts respond to AAPL earnings, rating the stock a strong buy

Photo: USA Today

Photo: USA Today

Early overnight reports collated by Fortune unsurprisingly show analysts pleased by the higher-than-expected iPhone numbers, with five out of five rating the stock a buy, their price targets ranging from $75 to $252 above yesterday’s closing value. Apple reported iPhone sales of 43.7B against expectations of 38B, and revenue of $45.6B against the consensus estimate of $43.5B.

  • Katy Huberty, Morgen Stanley: Price target $630

  • Gene Munster, Piper Jaffray: Price target $640

  • Brian Marshall, ISI: Price target $600

  • Brian White, Cantor Fitzgerald: Price target $777

  • Peter Misek, Jefferies: Price target $625  …

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Next-gen iPad Air front panel with integrated display reportedly shown in leaked photos

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New photos that reportedly show the front panel of a next-generation iPad Air have surfaced. Originally shared by One More Thing, the front panel appears to have an integrated display. This notable change could result in an even thinner iPad Air, or leave room for Apple to rework the hardware and add additional components.

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