Apple seems to not be making an exception (or at least one big enough) for China Mobile.
AppleInsider speculated that one of them could be China Mobile , the largest cellular service provider in China.
By February 2012, there were one billion mobile phones in China, up from 500 million five years earlier.
After screening dozens of U.S.-traded China stocks against the model, one that stood out was cell phone giant China Mobile Ltd. (CHL) , which I featured in my most recent Forbes.com article. (Click here for that article.) But I also found a couple other smaller China plays that get solid marks from my Buffett-based strategy.
One that only worked on the China Mobile network would not.
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China is already one of the largest markets for mobile telephones and pagers, personal computers and antibiotics, and accounts for about one-third of global cigarette consumption.
In 1995, for instance, virtually all mobile phones sold in China were made by one of three global giants: Nokia, Motorola or Ericsson.
We are expanding our presence in new markets and channels, reflected in our memorandum of understanding with China Union Pay and an agreement with Singtel, one of the larger mobile operators in Asia.
Motorola, an American mobile-phone company, one of the biggest foreign investors in China, has restricted travel to affected areas, while Japan's Honda is evacuating families of its Japanese employees deemed to be at risk.
The9, established in 1999 as one of the leading game developers and operators in China, has stepped into the mobile internet field and now working with major telecom carriers and application distribution channels in China with high speed growth.
ENGADGET: OpenFeint and The9 will stimulate devs to port their games to Android with cold hard cash
One of the key factors to continued iPhone share increases will be the company striking a deal with China Mobile.
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The first is that China Mobile does indeed use a different 3G standard (TD-SCDMA, something which no one else uses) which means that Apple would have to produce a new model specifically for that network.
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