Its ranking in the Chinese market sank to the fifth place, with China market share dropped to 9.2% from. Its ranking in the fiercely competitive market lowered to the fifth, following four local competitors Huawei, OPPO, Vivo and Xiaomi. According to IDC, the top five manufacturers were OPPO, Huawei, Vivo, Apple and Xiaomi. According to IHS, Huawei, OPPO and Vivo were the three leaders in the Chinese smartphone market last year. Among the leading Chinese manufacturers, OPPO, Vivo, Huawei and Gionee managed to have strong growth in 2016.
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Apple iPhone Pricing Data Suggests Upside In 2017 - Apple Inc. (NASDAQ:AAPL)
With the ultra-premium iPhone 7Plus or $750 ASP+ category contributing 3x more than the sub $500 (iPhone SE category) in Q2'17. Apple (NASDAQ:AAPL) remains one of my favorite large-cap picks and that's partially due to higher average unit pricing of iPhone versus prior-year. 22.58 million unit, which is significant when compared to my earlier iPhone SE shipments of 7.14 million for the next quarter. That compares to 57.6 million iPhone units for Q2'17 (estimate), which implies that the below $500 ASP segment will compose appx. According to the Fiksu Usage Monitor, approximately 3.6% of the current installed base is composed of iPhone SE.
In this article, I'd like to go over why I think there's an opportunity for Intel to gain dollar content share at Apple with the 2018 iPhone. The shift to 5GBoth Intel and wireless chip giant Qualcomm both intend to sample 5G modems in 2017 with commercial shipments beginning in 2018. However, any potential revenue growth from additional dollar content in a future iPhone isn't going to be a game changer for Intel stock. Intel's opportunityShould Apple choose to adopt 5G functionality in its 2018 iPhone models, this could be a solid win for Intel's cellular modem business. Intel's revenue run rate from sales of modems to Apple is likely in the ballpark of $1 billion per year (assume $10 per modem, 100 million iPhone units with Intel modems sold per year).
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