Apple might have doubled its sales in China this past quarter, but now reports have come in that sell-through in terms of the international market is actually slowing down, according to Raymond James analyst Tavis McCourt.
The percentage McCourt quotes are 35% sell-through in Q4 2012, down from 40% in the preceding trimester.
“This would be a strong result except for the fact that the comp was easy internationally for Apple as the iPhone 5 launches occurred far earlier this year in most countries than last year’s 4S launch. March will be a tougher comp internationally,” McCourt broke down the figure’s meaning.
Could an Apple deal with China Mobile save the day? That’s one possibility, but we’ll have to wait and see.