As the middle class expands, Apple's sales in China could soon reach 60 million per year
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Morgan Stanley has seen the future and it's a well-heeled Chinese man (or woman) with an iPhone.
In a note to clients Sunday, Katy Huberty drew on Morgan Stanley's proprietary AlphaWise survey of buying patterns among China's rapidly growing...
Slipping in a market Tim Cook identified as "an area of enormous opportunity"
Thousands lined up for the iPhone 4S in Hong Kong. Image: Andrew Leyden.
There's a nugget of unanchored news in a report Reuters filed Friday.
"In the third quarter," wrote Lee Chyen Yee, "Huawei overtook Apple as the No.3 smartphone vendor in China."
Without identifying its source...
A proprietary survey finds demand for iPads and iPhones much stronger than expected
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The results of an AlphaWise survey of U.S. consumers conducted for Morgan Stanley the week after Thanksgiving was full of surprises, reports Katy Huberty in a note to clients issued late Wednesday.
iPhones are selling surprisingly briskly. Based on the survey and...The carrier will add an estimated 1.2 million new accounts, more than double AT&T's
Data: J.P. Morgan. Chart: PED
"Santa's Sleigh Needs More Room for iPhones." That was the headline on a note to clients Thursday by Mark Moskowitz, who follows Apple (AAPL) for J.P. Morgan. Moskowitz was upping his iPhone sales estimate for the current quarter...
Up from 93% with iPhone 4. What they like most: Siri. Least: Too short battery life.
Source: ChangeWave
Despite widely publicized reports of unexplained battery drainage, the satisfaction ratings on Apple's (AAPL) latest iPhone continue to hover in what ChangeWave research director Paul Carton calls "nosebleed territory."
In a survey of 215 new iPhone 4S owners, 77% declared themselves...
Who gets hurt most by Apple's entry into the $250-$400 mobile phone market?
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In a 36-page report to clients issued Monday, a Credit Suisse team led by Kulbinder Garcha took a close look at the iPhone's price elasticity -- Econ 101 jargon for the question: "If I lower the price of my widget, how many...
The key to future sales growth is signing up new cellular operators, especially in Asia
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In a series of well-researched charts, Morgan Stanley's Katy Huberty has put her finger on the one factor -- all others being equal -- that really drives smartphone sales: The number of cell phone operators that sell the thing.
In...
Analyst sees "ominous signs" for Android vendors. Says Q4 may be the quarter 'droid users switch to Apple's iPhone 4S
Click to enlarge. Source: Morgan Keegan
Drawing from AT&T's (T) and Verizon's (VZ) reports for the September quarter, Morgan Keegan's Tavis McCourt sees what could be bad news for the makers of Android phones and good news for...
Units pre-ordered early last Friday are due to arrive by end-of-day this Friday
Source: UPS Tracking
The e-mail from Apple (AAPL) notifying me that my pre-ordered iPhone 4S had left Shenzhen, China, early Monday and was set be delivered in four days popped into my mailbox at 2:07 a.m. EST -- two days and 21 hours after...
AT&T alone sold 200,000 in 12 hours. By Friday night, ship dates slipped to 1-2 weeks
If you had any doubts that Apple (AAPL) would be able to beat the record 1.7 million iPhones sold in three days in June 2010, you can put them to rest.
Despite early glitches that slowed down pre-orders, AT&T (T) announced...
Widespread reports of long waits, starting shortly after midnight Pacific time
Spinning gears at Apple.com
"2 hours of putting in my information and hitting refresh and I STILL don't have an iPhone 4S. AT&T, you failed again. Goodnight."
Eric ("gameric") Gamero, who posted that message on Twitter at about 3:15 a.m. PST Friday, was hardly alone. In the early...
With only hours to go before the truth is known, Apple watchers are placing their bets
Source: Technologizer
I can't recall an Apple (AAPL) event surrounded by as many unanswered questions as the "Let's talk iPhone" press conference scheduled to begin today at 10 a.m. Pacific (1 p.m. Eastern).
Will there be one new iPhone or two? An...
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