| | | | | | | | . | Analysis By: | | | | | | | . | SAI Research | | | | | | | . | | | | | | | | . | What is Apple's iPhone revenue potential in China? | | | | | | | . | | | | | | | | . | China's Mobile Subscribers* | 600,000,000 | 600,000,000 | 600,000,000 | 600,000,000 | 600,000,000 | | . | iPhone Penetration | 1% | 2% | 3% | 4% | 5% | | . | iPhone Units Sold | 6,000,000 | 12,000,000 | 18,000,000 | 24,000,000 | 30,000,000 | | . | | | | | | | | . | | | | | | | | . | Revenue/Unit | $200 | $200 | $200 | $200 | $200 | | . | Revenue | $1,200,000,000 | $2,400,000,000 | $3,600,000,000 | $4,800,000,000 | $6,000,000,000 | | . | Average Life (Years) | 2 | 2 | 2 | 2 | 2 | | . | Annual Revenue | $600,000,000 | $1,200,000,000 | $1,800,000,000 | $2,400,000,000 | $3,000,000,000 | | . | | | | | | | | . | Revenue/Unit | $300 | $300 | $300 | $300 | $300 | | . | Revenue | $1,800,000,000 | $3,600,000,000 | $5,400,000,000 | $7,200,000,000 | $9,000,000,000 | | . | Average Life (Years) | 2 | 2 | 2 | 2 | 2 | | . | Annual Revenue | $900,000,000 | $1,800,000,000 | $2,700,000,000 | $3,600,000,000 | $4,500,000,000 | | . | | | | | | | |
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| | | | | | | | . | Revenue/Unit | $400 | $400 | $400 | $400 | $400 | | . | Revenue | $2,400,000,000 | $4,800,000,000 | $7,200,000,000 | $9,600,000,000 | $12,000,000,000 | | . | Average Life (Years) | 2 | 2 | 2 | 2 | 2 | | . | Annual Revenue | $1,200,000,000 | $2,400,000,000 | $3,600,000,000 | $4,800,000,000 | $6,000,000,000 | | . | | | | | | | | . | *Full country, 2008E, Citi estimate. | | | | | | | . | Published By: | | | | | | | . | Silicon Alley Insider | | | | | | |
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