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中國(guó)電信下周預(yù)售iPhone 4S
作者:
Philip Elmer-DeWitt
時(shí)間:
2012年02月22日
來(lái)源: 財(cái)富中文網(wǎng)
位置：
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中國(guó)第三大運(yùn)營(yíng)商及最大的Wi-Fi網(wǎng)絡(luò)商——中國(guó)電信即將發(fā)布iPhone 4S。
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????在上周舉辦的高盛技術(shù)大會(huì)（Goldman Sachs technology conference）上,，蘋(píng)果（Apple）首席執(zhí)行官蒂姆?庫(kù)克告訴聽(tīng)眾：“我們非常、非常關(guān)注中國(guó)市場(chǎng),?！?/p>
????本周一，庫(kù)克所說(shuō)的“關(guān)注”終于有了明顯的成果：中國(guó)電信（China Telecom）——中國(guó)第三大移動(dòng)運(yùn)營(yíng)商,、最大的Wi-Fi網(wǎng)絡(luò)商以及固網(wǎng)提供商（總用戶數(shù)為2.16億）宣布,，將于3月9日正式發(fā)布iPhone 4S，并從下周開(kāi)始接受預(yù)訂,。
????這樁交易究竟有多大,？為了給大家一個(gè)參照，我們先來(lái)看看下面的數(shù)據(jù)：上季度,，美國(guó)電話電報(bào)公司（AT&T）售出了創(chuàng)紀(jì)錄的740萬(wàn)部iPhone,， Verizon和斯普林特（Sprint）的這一數(shù)字則分別是420萬(wàn)和180萬(wàn),。 |
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????"We've been very, very focused on China," Apple (AAPL) CEO Tim Cook told the audience at last week's Goldman Sachs technology conference.
????One result of that focus became clear on Monday, when China Telecom (CHA), China's No. 3 mobile carrier and No. 1 Wi-Fi and fixed-line provider (total subscribers: 216 million), announced that it will begin taking iPhone 4S preorders next week for sales starting March 9.
????How big a deal is this? To put it in perspective, AT&T (T) sold 7.4 million iPhones last quarter -- Apple's biggest ever -- Verizon (VZ) sold 4.2 million and Sprint (S) 1.8 million. |
????截止今年1月，中國(guó)電信擁有3,870萬(wàn)3G用戶,，其中大約1,500萬(wàn)屬于高端用戶,，根據(jù)摩根士丹利（Morgan Stanley）最近發(fā)布的報(bào)告，這些人不但能夠輕松負(fù)擔(dān)iPhone費(fèi)用,，而且對(duì)iPhone極為熱衷,。（見(jiàn)上圖）
????中國(guó)第二大運(yùn)營(yíng)商中國(guó)聯(lián)通（China Unicom）雖然擁有更多3G用戶（4,300萬(wàn)），但其高端用戶數(shù)與中國(guó)電信大致相當(dāng),。根據(jù)摩根士丹利分析師利凱蒂?休伯蒂發(fā)布的報(bào)告,，五分之一的中國(guó)聯(lián)通用戶已經(jīng)購(gòu)買(mǎi)了iPhone。她預(yù)計(jì)這一比例最終會(huì)長(zhǎng)至六成以上,。
????不過(guò),，蘋(píng)果至今未能染指中國(guó)市場(chǎng)最大的蛋糕。中國(guó)移動(dòng)（China Mobile）是世界最大的運(yùn)營(yíng)商,，擁有超過(guò)6億用戶,，與蘋(píng)果已進(jìn)行了多年的談判。數(shù)以百萬(wàn)計(jì)的中國(guó)移動(dòng)用戶正在其過(guò)時(shí)的2G網(wǎng)絡(luò)中使用越獄版iPhone,。不過(guò),，蘋(píng)果目前還無(wú)法正式開(kāi)展在中國(guó)移動(dòng)的銷(xiāo)售，除非它能為中國(guó)移動(dòng)提供一款定制版的4G iPhone,。
????休伯蒂預(yù)計(jì),，一旦蘋(píng)果完成定制工作——最早可能是今年第三季度,，屆時(shí)iPhone在中國(guó)市場(chǎng)的年銷(xiāo)量或?qū)⒚驮鲋?,000萬(wàn)部,。
????譯者：項(xiàng)航 |
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????As of January, China Telecom had 38.7 million 3G subscribers, roughly 15 million of whom, according to a recent Morgan Stanley report, are so-called high-end users who could easily afford -- and are eager to buy -- an iPhone. (See charts.)
????China Unicom (CHU), the country's No. 2 carrier, has more 3G subscribers (43 million), but roughly the same number of high-end subscribers as China Telecom. According to Morgan Stanley's Katy Huberty, 20% of China Unicom's users have already bought iPhones, a share she expects to eventually grow to more than 60%.
????The big prize for Apple in China is still out of reach, however. China Mobile (CHL), the world's largest carrier with more than 600 million subscribers, has been in discussions with Apple for years, and millions of its customers are already using jailbroken iPhones on its older 2G network. But sales won't begin in earnest until Apple offers a 4G version of the iPhone that can run on China Mobile's broadband network.
????Huberty estimates that once that happens -- perhaps as early as this fall -- iPhone sales in China could quickly grow to 40 million a year. |
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