Yesterday, reporter learned from informed sources Department, China Unicom has signed with Apple's 3-year exclusive marketing agreement smartphone iPhone, expected to be bundled in by the end of September to sell 3G version of the way iPhone. This means that China Mobile can not at least 3 years in cooperation with Apple.
iPhone (mobile internet) a great success in overseas Unicom can be copied? Unicom after the introduction of iPhone can actually benefit from geometry?
State Securities analyst Kim Yun Chen says that the iPhone, China Unicom exclusive means that users of China Mobile, iPhone, if you want to use, the number must be replaced by China Unicom. The 3G iPhone will be the interchange at the high end start-up phase to seize breakthrough opportunities. IPhone is expected to 2 years after the introduction of China Unicom will be a net increase of 5.6 to 12.8 million high-end users.
Chen Yun-hong said in its report, iPhone Unicom will have a substantial and significant impact on performance. China Unicom is expected to iPhone will bring the introduction of eight million to 16 million high-end users, including a net increase of users from 5.6 to 12.8 million. Meanwhile, China Unicom's ARPU value will improve.
However, the telecommunications industry veteran items Ligang that "Apple's iPhone in the global market share less than 1% of the operator's influence is limited. For some smaller operators such as Japan's Softbank, Apple's iPhone may have some influence, but China Mobile, Unicom, Apple iPhone 3G telecom operators have limited impact on the competitive pattern. "
A mobile phone industry market to reporters, also on how to benefit from the number of China Unicom have a conservative attitude. The person that first introduced the iPhone Unicom removed WIFI function, which makes losing a major feature of iPhone. Second, the domestic has been more than 100 million parallel iPhone users, but some of the NPC are for young people, mainly in China Mobile's 2G network platforms, mainly Chinese and the Apple iPhone's cool, not more multi-use mobile Internet, or Apple's value-added services. China Unicom hopes to attract business by iPhone customers, expand its mobile internet service, iPhone customer base and Unicom's target group may be different. In addition, iPhone a big success in foreign reason, benefit from the protection of intellectual property rights abroad, through the Apple APP store to download software and music are to be paid, and the domestic environment, the market is not mature, consumers are not used to charge music downloads.
The parties also proposed another concern: Why Apple China Mobile and China Unicom to give up the final contract is obviously to make greater concessions to China Unicom. The 3G market in China is not clear under the premise of the introduction of 3G in China Unicom spent a lot larger or braving the risk of underwriting Unicom annual 100-2000000 iPhone can all sold out? Does that mean China Unicom limited resources, a substantial subsidy on the iPhone also means reducing subsidies on other 3G phones, thus affecting the overall 3G market in China Unicom training?
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