News tagged ‘China’

iFIxYouri.com managed to acquire the new iPad 2 LCD display from iPhone repair shop in China. The display is a 9.7-inch display from LG with a 1024 x 768 resolution, the same resolution as the current iPad and is definitely higher quality in terms of its build. The display is also lighter and over a millimeter thinner than the current iPad's display with a smaller surrounding frame, suggesting Apple is looking to shave as much weight off the next iPad as they can for this update.

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As we reported earlier, Apple earned $3.85 billion due to its retail business in the first quarter of 2011. But it is interesting that the highest revenue was brought by four retail stores situated in China. That was revealed by Peter Oppenheimer, who is an Apple Chief Financial Officer, on Tuesday's conference call.

"Our four stores in China were, on average, our highest traffic and our highest revenue stores in the world".

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Yesterday Apple reported its best quarter in the company's history. That what numbers tell and Apple's CEO Steve Jobs said at the beginning of a conference call:

“We had a phenomenal holiday quarter with record Mac, iPhone and iPad sales. We are firing on all cylinders and we’ve got some exciting things in the pipeline for this year including iPhone 4 on Verizon which customers can’t wait to get their hands on.”

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The latest iOS 4.3 build contains model references to not yet released iPhone and iPad models indicated in the code as:

iPad2,1
iPad2,2
iPad2,3
iPhone4,1
iPhone4,2

The first generation iPad carries a model number of "iPad1,1", the current iPhone 4 is 3,1 for AT&T and 3,2 for Verizon. These new designations likely represent the next generation iPad and iPhone. Perhaps, the second digit represents hardware differences between models - such as a Verizon iPhone and AT&T iPhone. We’re thinking maybe China is getting a new iPhone.  Or maybe the magical white iPhone has something different to it or maybe that Sprint event on Feb 7th is for a WiMAX . The iPad is also believed to be coming to both Verizon and AT&T, so that may explain at least a few of the different model numbers.

Yesterday analyst Katy Huberty from Morgan Stanley released another note for investors where she forecasted that Apple will sell 72 million iPhones 4 in current calendar year. Wall Street analysts in turn expect only 60-65 million Apple's handsets will be actually sold in 2011.

Katy is optimistic about the appearance of Verizon iPhone and notes that according to the proprietary Morgan Stanley survey, this year the largest network of the US will be increased by 7-8 million iPhone users, while totally there will be "10-11 million incremental shipments, including those who switch to Verizon".

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Today Apple has finally announced that the iPhone 4 will come to Verizon on Feb. 10 with a new two year customer agreement at a price of 199$ for 16GB version and $299 in case you'd like to have 32Gb model.

The phone may be preordered starting from Feb. 3, and a week later it will appear both in Verizon and Apple stores. That was reported at Tuesday's press conference in New York City, where Verizon COO Lowell McAdam was happy to declare the beginning of collaboration with Apple:

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New report published by Taiwanese industry publication DigiTimes reveals that Apple will not use AMOLED displays in its next-gen iPad because of insufficient supplies.

Currently the component makers in China and Taiwan attempt to increase their production, but it is still not enough for Apple.

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The Japanese newspaper Nikkei reports that Apple and Sharp are partnering to build a 100 billion yen ($1.2 billion) plant in China to produce LCD displays for the iPhone. “Sharp Corp will spend about 100 billion yen to build production lines for small and midsize LCDs, with Apple Inc slated to purchase bulk of the output for its iPhone”, - the newspaper said. Mass production is expected to begin in the second half of 2012.

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Ticongera Securities analyst Brian White provided another update for investors while touring the Far East. In his note he says that iPhone 4, iPad and 11-inch MacBook Air are the most difficult products to purchase in China.

Local carrier China Unicom cannot fulfill almost a third of preorders, and people wait for their devices for around two months. That creates wide growth opportunities in China, and White says Apple's interest in this market is definitely positive.

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Ticondegora Securities analyst Brian White and his team are touring Taipei, the capital of Taiwan, and China this week. In Taipei he met with a few suppliers and heard from them that miniature embedded pico projectors and mobile digital TV will presumably become major selling features in the next-gen smartphones.

Though iPhone were not mentioned among these smartphones, in his note to investors White assures such features would be interesting for Apple to implement in "iPhone 5", which is expected to be released traditionally in June of the next year.

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GizChina reports that the genuine white iPhone 4s are being sold by unofficial resells, that means it is being sold on the Chinese gray market. As you can see from the above image, the handsets appear to be real, though it hasn’t yet been confirmed. The boxes, in which the device comes in, are marked with a label warning the phone should be used for internal company use only and not for sale. Currently, the handsets are selling for around $899. This price, obviously, is well above the official retail price of the regular black iPhone 4 in China.

Here is a chart that shows where Apple's iPhone is selling. Nowadays Apple sells its device in 79 countries. Of course, Apple is expanding to other countries. It is coming soon in other 25 countries. Note that 18 of them are in Africa, a fast-growing market for smartphones. On the chart above you may see that the most important market for Apple is America. But Europe has become also rather important and Asia - mostly China – is very quickly catching up.

This week Barron's site published a forecast of Wedge Partners analyst Brian Blair, which reveals details on Apple’s suggested progress based on the study of the company's supply chain. He is assured the Cupertino's company will sell 100 million iPhones, which in turn means almost 100% year over year sales growth for the device in 2011. Besides that, the analyst also suggested the number of iPads sold will reach 45-48 million next year.

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Katy Huberty, who is a well-known analyst at Morgan Stanley, posted a new report, where she notes that China is a potential growth driver for Apple, but the fact still remains unappreciated by Apple's investors.

"...Despite steady upturn since February 2009, we continue to believe investors underappreciate the AAPL growth story, which is driven by one, iPhone market share gains and expanded distribution; two, the iPad market opportunity; three, rising enterprise adoption, and four, the Chinese consumer."

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Earlier this week Apple opened it online store in China. Now people in China are able to order Apple’s products directly from the company. But within 10 hours after the store’s opening the whole amount of the iPhone 4 was sold out. And again like in situation with Apple’s retails stores in Chine, scalpers were blamed in rapid depletion of Apple's online store stocks. In Apple’s retail stores are not allowed to sell large number of the device per a person, the online store appears to be not protected from scalpers, who have special auto-refresh system to place orders.

The demand for iPhone 4 is really high in Chine. People don’t even care about price and people, who sell them handsets. They just want to get the rumored device and tell friends that they have one.