China predicted to grab 40M iPhones in 2012

Josh Ong for AppleInsider:

Investment bank Morgan Stanley believes Apple will partner up with both China Telecom and China Mobile “over the next year” to make its iPhone available on all three Chinese carriers, a move that could bring incremental sales of as many as 40 million units next calendar year.

This is predicated on Morgan Stanley analyst Katy Huberty’s assumption that the next-generation iPhone will work on the TD-LTE network favored by China Mobile. But given the company’s position as China’s largest base of high-end phone subscribers, it’s safe to assume that Apple is very interested in getting the iPhone into China Mobile’s customers as soon as it’s feasible. (Apple current sells phones to the Chinese market through China Unicom, a competitor of China Mobile.)