China will play a key role in the growth of the Mac, Apple
The Mac has over 10% market share in the U.S., but under 5% globally (though both those figures would skyrocket if you figured in iPad sales, as I think you should). I think that number will grow at a significant rate, especially with China figured into the equation.
Morgan Stanley analyst Katy Huberty says in a report co-written with Mathew Schneider, that “China is undergoing a ‘megatransition’ from being the leading producer of goods to the leading consumer of them” and that there’s “evidence of strong uptake of Apple products among higher-income China consumers.”
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