C is for China

Some thoughts about the iPhone 5C…

Assuming $330 ASP

20% Market Share (medium term)

15.76 million more iPhones sold per quarter.

China will be another $5.2 billion per quarter, and growing.

And if it works in China, eventually it will work in India.

And if it works in India, eventually it will work in Africa.

Nearly 2 billion mobile phones are sold every year. For every 1% you get with a $300 ASP iPhone, that’s 6 billion dollars.

UPDATE: Nope, C is for Cheap

Tim, I am disappoint. What I see is that Apple weaseled out of offering the iPhone 5 for $99 and made it plastic to save money.

Screen Shot 2013-09-10 at 2.50.43 PM

 

Look at the word “iPhone” on the back of the case, and tell me it was ALWAYS part of the design. The letters are obscured, and what we do see is not even centered.

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