Tim Cook speaks! Apple's COO on Android, Japan, iPad 2

21.04.2011

Our focus has very much been on China. We wanted to understand that market and understand the levers there. iPhone sales were up over three times during the quarter, and in the first half we did just slightly under $5 billion in greater China in revenue, which is about 10 percent of Apple, to put it in perspective. And it wasn't but a couple years ago that that number would have been less than two. And so it's a sea change. That's certainly not what I would call a classic postpaid market by any means of imagination. And so we have some ideas about other countries as well. I'm not in a position that I want to share those today. We purposefully put the bulk of our emphasis from an emerging markets point of view, in China, to really learn, and then we're going to take that learning to other markets.

Considerably more [than half of China is pre-paid wireless]... I think the first digit would start with a 9.

The growth on the Mac has been enormous in Asia. The last quarter we were up 76 percent in Asia Pacific, this is many multiples of the growth that region is seeing for the market. I believe the IDC forecast is around six percent. And so we're seeing enormous growth in the Mac there. Japan also did quite well on the Mac for the quarter and the U.S. had a surprisingly strong quarter for the Mac, Americas is up 25 percent, the U.S. was up just slightly higher than that. Our market share is obviously less outside the U.S. in most places than it is in the U.S., and so I think it speaks very, very well for the opportunity that the Mac has. We've now hit 20 quarters in a row where we've outgrown the PC market, and the momentum is still there. We seem to be the only guys that are really focused on building innovative products in that space.