Contextualizing Apple’s iPhone deal with China Mobile by Yoni Heisler

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After years of speculation, Apple this weekend announced that the iPhone will finally be landing on China Mobile beginning on January 17. With more than 760 million subscribers, China Mobile is, by a wide margin, the largest carrier on the planet. Consequently, the deal presents a tremendous opportunity for Apple to increase its annual tally of iPhone sales.

In the wake of Apple and China Mobile’s agreement, analyst expectations as to how the deal will affect Apple’s bottom line have been all over the map. For instance, the most bullish of Apple analysts anticipate that Apple’s newly inked deal may help increase annual iPhone sales by upwards of 30 million-plus units. Still, other analysts feel that any uptick in iPhone sales on China Mobile may be offset by a decrease in iPhone sales worldwide. More here:

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