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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