AAPL stock more than 3 percent up on China Mobile news

aapl

After the fall in Apple’s stock value when the China Mobile failed to materialise as expected on 18th December, yesterday’s news that the deal had finally been concluded sent the stock shooting back up again, having climbed more than 3 percent at the time of writing (it was up 4% in pre-market trading but has settled).

With the WSJ having reported that 18th December was the day, the market was clearly jittery when nothing materialized. Everything had appeared to be in place: regulatory approval, Apple putting the handsets on sale in China on the opening weekend, China Mobile posters, a pre-order website, in-store displays – and 4G service up-and-running on schedule …  Read more

Delayed China Mobile iPhone launch may be due to renegotiations based on 5c vs 5s sales

Photo: arstechnica.net

Photo: arstechnica.net

KGI’s Mingchi Kuo has suggested in a note to investors that the mystery of the apparent delay in the iPhone launching on the world’s largest carrier, China Mobile, may be due to last-minute renegotiations with Apple on volume discounts across the two new models.

We believe weak sales of iPhone 5C may trigger a re-negotiation of the Apple-China Mobile partnership. While previously we estimated that Apple originally planned the TD-LTE version would account for 30% of total iPhone 5C shipments, our latest survey indicates that demand for the TD-LTE iPhone 5C has declined dramatically due to 5S being far more popular than 5C among China Mobile subscribers [...]

We believe this would necessitate a re-negotiation of the Apple-China Mobile deal and therefore defer its finalization …

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iPhone 5s undisputed king at all four major U.S. carriers ever since launch

Canaccord_iPhone_survey

The iPhone 5s has retained its status as the best-selling smartphone at the four tier-1 U.S. carriers for the third month running, with the iPhone 5c taking third place after the Samsung Galaxy S4.

Data from Canaccord Genuity showed that the iPhone 5s has topped the sales charts at AT&T, Verizon, Sprint and T-Mobile every month since launch, reports AllThingsD.

“Our surveys indicated continued strong sales of the iPhone 5s, as it was by far the top selling smartphone at all four tier-1 U.S. carriers and at most channels where the smartphone launched globally,” analyst T. Michael Walkley explained in a note to clients. “Our surveys also indicated steady iPhone 5c sales with the smartphone’s color options and more affordable price point proving popular with its intended audience” …  Read more

iPhone market share in China more than doubled following 5s and 5c launch

counterpoint-china-iphone

Data from smartphone market intelligence specialist Counterpoint shows that iPhone market share in China more than doubled between September and October even before launching on the country’s biggest carrier, China Mobile.

Apple’s market share rose from just under 5 percent to 12 percent, taking it from 6th place to 3rd place, behind Samsung and Lenovo …  Read more

LifeProof announces waterproof, Touch-ID compatible nüüd and frē case

Lifeproof-nuud

LifeProof has announced an updated version of it’s nüüd and frē cases. The cases both offer the same level of  water, dirt, snow and shock protection as the previous nüüd and frē case for the iPhone 5, but now they support using the Touch ID sensor that is built into the home button on the newer iPhone 5s. Read more

T-Mobile, regional carriers offering iPhone 5s and 5c for $0 down on Black Friday

iPhone-5s5c-deals

Update: It turns out this deal doesn’t provide much of a savings in the long run. T-Mobile is raising the monthly installment from $20 to around $27, so while you won’t have to put any money down up front, you’ll still be paying off the full cost of the device over the 24 month installment plan period.

According to a leaked internal memo posted by TmoNews, T-Mobile is going to be dropping the upfront price of both the iPhone 5s and 5c to $0 down on its usual instalment plans for Black Friday. That cuts the usual down payment for the iPhone 5s down from $149 and the iPhone 5c from $49. The deal will officially kick off on Friday and last through Sunday, but the report notes that “a select number of stores will be accepting orders from Thursday evening.” After getting your iPhone for $0 down, you’ll pay around $20 a month for 24 months on T-Mobile instalment plans.

Some regionals carriers are also gearing up for big discounts this Friday. Appalachian Wireless announced it will offer the 16GB iPhone 5, 5C or 5S for a penny on contract today only and nTelos will also have the iPhone 5c for $0 on Friday. Appalachian is also advertising the penny deal for Black Friday on its site, but no word if iPhones will be included after today. T-Mobile definitely beats Walmart’s best deal with the iPhone 5c for around $45 on contract, but we’re thinking other retailers and carriers might announce iPhone discounts for Black Friday too.

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