China, dessen Mittelschicht aufsteigt und selbst bei hinter den Erwartungen zurückbleibendem relativen Wachstum in absoluten Zahlen1 alles in den Schatten stellt, hat enorm zum Wachstum in Apples abgelaufenem Quartal beigetragen. 28 Prozent der Umsätze von Apple kommen mittlerweile aus China. (16,8 Milliarden US-Dollar von insgesamt 58 Milliarden US-Dollar)
Apple macht mittlerweile 69 Prozent seines Umsatzes außerhalb der USA.
Apple's iPhone sales in China soared, increasing its revenue in the country 71 percent to $16.8 billion, although that was helped by gift-buying for Chinese New Year.
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Apple sold 61.2 million iPhones in the quarter, up 40 percent from the year-ago quarter, but down from the record-breaking holiday quarter. It sold 12.6 million iPads, down 23 percent from a year ago.
Ben Thompson (Paywall) über die Positionierung von Apple in China:
… WeiterlesenAs usual, Apple’s timing is spot-on: the company has spent years now building out its Chinese infrastructure, both in terms of carrier support, retail options, and software, and now, as this upper middle class market explodes in size Apple is ready and waiting with the only phone that qualifies as a “luxury” item — although “status signal” is probably a better way to put it.