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Apple sales were up 29% in China, down 1% in the Americas

By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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January 29, 2014, 3:35 PM ET

Click to enlarge. Data: Apple’s 10-Q.

FORTUNE — Tim Cook was happy Monday to talk about the nearly 30% increase in Apple’s (AAPL) sales to Greater China last quarter — boosted in part by early shipments of the iPhone 5S and iPhone 5C to China Unicom (CHU) and China Telecom (CHA) (before the China Mobile (CHL) deal took effect).

What he didn’t volunteer was that sales in the rest of Asia Pacific were down 9%. And that sales in the Americas — Apple’s biggest market — fell 1% year over year.

The pie chart at right shows where the revenue came from in the December quarter.

The bar chart below shows where sales were up year over year, and where they were down.

About the Author
By Philip Elmer-DeWitt
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