“Morgan Stanley analyst Katy Huberty was visiting Hong Kong and Taiwan recently. She is now back from China with some interesting Apple news,” Christian Zibreg reports for iDownloadBlog.
“Tim Cook & Co., she wrote in her note to clients, may be close to striking an iPhone distribution agreement with China Mobile, the world’s top wireless carrier by revenue and subscribers,” Zibreg reports. “Specifically, Huberty wrote that ‘TD-LTE licenses, and related phone launches, are expected by year-end,’ in her note to clients”
Zibreg reports, “China-only TD-LTE is incompatible with current iPhones so Apple would need to use latest world-mode wireless chips (Qualcomm has one!) in the next iPhone if wants to sell its iPhone to China Mobile customers… China Mobile, by the way, has more than 700 million subscribers. ”
Read more in the full article here.
Morgan Stanley: Multiple new iPhone models start production in June-July – May 8, 2013
Wedge Partners: China Mobile to get Apple’s coveted iPhone 5S this July; iPhone 4 will be Apple’s ‘low-cost’ iPhone – April 2, 2013
China Mobile to spend $6.7 billion building out 4G network ahead of expected Apple iPhone deal – March 14, 2013