Re: iPhone 5C Not scientific, but interesting reactions from Chinese consumers - http://buff.ly/1ebhBxw Xiaomi related blurb at the end.
@sameer_singh17 I hope it's based off more than man-on-the-street news stories. Remember Japan...
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@monkbent It is. I have my estimates from last year and I've taken into account pricing/CM impact. But need more data points to refine. -
@sameer_singh17@monkbent are your this years estimates higher or lower than last years & by what %? I understand they’re simply estimates. -
@eric_perlberg@monkbent As of now, they're higher by around 5-10%. -
@sameer_singh17@monkbent thanks Sameer
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@monkbent Japan isn't as price sensitive. The man-on-the-street bit was interesting, but hardly a data point. -
@sameer_singh17 who said China was price sensitive? -
@monkbent Subsidized sales are at 20-30% of overall (subsidy doesn't affect upfront price). Majority of sales are below $200. Lot of data. -
@sameer_singh17 why does it matter that the majority of sales are below $200? -
@monkbent Overall market structure. Subsidy structure more important wrt to iPhone. -
@sameer_singh17 the fundamental error is looking at China as one market. What happens in the bottom 80~90% is completely immaterial -
@monkbent Its not if you want to account for growth. $200 market may not be relevant. $350 market is. -
@sameer_singh17 wait, so now you're saying part of the market is irrelevant? I thought that was my position... - 7 more replies
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@monkbent I thought the most interesting part of that article was about Xiaomi.Thanks. Twitter will use this to make your timeline better. UndoUndo
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