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Ben Bajarin
Fun fact: ASP of smartphones in China is RISING. Thanks to iPhone. iPhone was top selling brand back to back quarters.
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AAPL Tree 22 Jun 15
Replying to @BenBajarin
"but Ben, this is all because of China Mobile only, right? Surely the momentum will fade soon."
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Ben Bajarin 22 Jun 15
Replying to @AAPLTree
I know, I know it surely must ;)
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Devindra Hardawar 22 Jun 15
Replying to @BenBajarin
Isn't that to be expected? ASP started out really low there, booming middle class wants more
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Ben Bajarin 22 Jun 15
Replying to @Devindra
Sort of, not sure many anticipated the middle and even low income classes would contribute so much to driving it up.
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Lei Gong 22 Jun 15
Replying to @BenBajarin @Devindra
asp is probably rising faster than income in this case
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Eric Young 22 Jun 15
I wonder how much income is rising in metro China
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The LeeBase 22 Jun 15
Replying to @BenBajarin @DanielEran
how is volume spread across the models?
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