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Is China Mobile Losing Market Share Because It Doesn't Carry the iPhone?


Also in the news: Baidu launches an English-language site for developers, and IBM predicts major growth from the region.

According to Kaiser Kuo, Baidu's head of international communications, his company will also assist non-Chinese developers by making their apps searchable on Baidu's Mobile App Center. "As for monetization, no models are off the table," Kuo told TechCrunch. "Subscriptions, freemium, in-app ads and just about any other revenue model is up for discussion, and depends on what works best for the type of app in question."

Baidu is China's leading search engine, with a 72.1% market share in January. Finishing a distant second was Qihoo 360 (NASDAQ:QIHU), with a 10.5% share.

China Mobile (NYSE:CHL): Does Apple (NASDAQ:AAPL) need China Mobile more or is it the other way around? The two companies have been negotiating for years for China Mobile to become the final of China's Big 4 wireless carriers to support the iPhone, and it seems like China Mobile has seen its market share affected in recent months.

According to data from January, China Mobile's market share, while still dominant at 63.8%, is being eroded at a rate of around 0.2% a month, reports Seeking Alpha. Apple sold 2 million iPhone 5s in China in December 2012, presumably with none of those sales going to China Mobile, which has got to hurt.

But it's likely that China Mobile will carry the iPhone 6 when it's released. The world's largest mobile phone operator by subscribers announced this week that it will debut its iPhone-compatible 4G LTE network to 100 Chinese cities by the end of this year. Four major handset makers, LG (PINK:LGEAF), HTC (TPE:2498), Huawei (SHE:002502), and ZTE (SHE:000063), have already confirmed that they will release LTE-compatible equipment, with Samsung (PINK:SSNLF) and Apple likely to come on board as well.

Lenovo (PINK:LNVGY): Yahoo (NASDAQ:YHOO) co-founder Jerry Yang has joined the board of directors of the world's second-largest PC maker as an observer, as Lenovo attempts to grab a bigger share of the growing mobile-devices market.

According to a statement from the company, the 44-year-old Yang will sit in board meetings to share his "experience and perspective as an Internet and technology pioneer," though he will not have the rights of a director.

"Jerry's perspective, experience, and proven entrepreneurial spirit will help us continue to drive growth and expand our business," Lenovo CEO Yang Yuanqing said in the e-mailed statement.

For his contributions, Yang will be paid a annual salary of $61,875 and will be offered rights to Lenovo equity with a value of $135,000.

Twitter: @sterlingwong
No positions in stocks mentioned.
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