Actually I don’t think they are all about China although they are emphasizing it more and more but somehow I don’t think they will always do that. I think they used the last keynote to highlight how far they have come in China since everyone always talks about how the valley tech companies get hosed in China. And mostly they do. Look at Google, Yahoo, Tesla and many others who have tried and have failed to go big in China. Now look at Apple. Killing it in China.
I think from here on out it will just be the norm for them. I don’t think it will have to be continually highlighted.
However I would add that the focus on China is really just a pivot to Asia in general and that is the right pivot. I find it comical when people say oh the Chinese will love that gold iPhone. Or that gold macbook. Sometimes I think the people saying this crap are the same people pontificating about Asian trends just because they eat at Panda Express a few times a week.
Folks – all of Asia is quite similar to China. I suspect more than a few rich Indonesian, Thai and Singaporean folks will be doing all they can to order a gold Apple watch to go with their gold iPhone and iPads. It just comes with the territory.
So yes – China is huge for Apple. But I know they are working hard to crack India and to make a thorough dent in SEA region as well. My guess is they only get more dominant for the time being.