On Apple’s China Strategy

Morgan Stanley had a very good note out earlier today reporting that Apple needs to issue an iPhone mini to capture share in China. This is what I have been advising as the market share margin trade-off is favourable for Apple's bottom line. Morgan Stanley estimates that a cheaper emerging market-oriented iPhone for the Chinese market would cut Apple's margins down to 49% from 51% while the new handset would boost the pre-tax bottom line by $2.4 billion and triple Apple's market share in China.
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