"If you look at so many of the constraints that have held back the mobile ecosystem, Apple basically takes all of those away and provides an open platform, a great device and a user base that's rabid for these new kinds of applications," he says.
At the same time, China, a country with a big population and weak economic foundation, is confronted with some formidable challenges, including development disparities between the urban and rural areas and among different regions, serious resources and environmental constraints and inadequate innovation capabilities.
