The news on December 19, in the past 2 years, the share of the apple on the market of Chinese intellectual mobile phone increased at full speed, however, different now, iPhone sale speed in China exceeded by the quick rival.
This isn’t to say, iPhone, iPad have been already no longer in one’s favour to Chinese consumers. In apple Shanghai, Beijing flagship shop, is authorizing and selling the shop to pave, even the false authorized shop that dressed up extremely similarly, the apples iPhone are all sold out.
The question in front of apple is time. Network technique unable safe compatible iPhone and iPad, but supplier’s compatible different standards of other mobile phones. Cooperate with a Chinese operator again, this may be promoted and sold. However, the biggest China Mobile of operator of China can offer the network matched until the later period of 2012 or 2013 years.
During this period, the structure is relatively stiff that the apple prices in the whole world, and the model is limited, this make elastric rival can speed capture market soon.
Since first quarter of 2010, the share of the apple on the market of Chinese intellectual mobile phone will be turned over time, but the rival does well. The share of Samsung reaches more than of quadruple of the same period last year.
British advisory company Ovum analyst king Jenny JaneWang Say: “Apple in China strategy to capture advanced market, the market grow up enough. It make a reduction some products already, in some the intersection of budget and in the eyes sensitive user, it is more attractive, but the range of reduction will not be too large. ”
There are 950 million cellphone subscribers in China, even larger than the whole population in Europe, in the following 10-15 years, GDP of China is expected to exceed U.S.A..
Though the apple offers note-book, desktop and iPod, the camp of half accepts to come from iPhone in the fourth quater, this key of making iPhone succeed in China as apples. The sale of the apple in Greater China district rises at full speed. The camp accepts and increases quadruple in the fourth quater, up to 4,500 million dollars, it is 28 billion dollars that global camp charges.
Unless there are high relatively on iPhone price, there are for main obstacle on this,last Samsung, China this for, resurgence,etc. rival offer market space.
Generally speaking, Chinese consumers can spend less than the intellectual mobile phone that buy other brands of 2000 yuan. And a iPhone4 price is up to 3988 yuan, low end iPhone3GS price is 2888 yuan.
In the third quater, China is in order to exceed apples, becomes the third largest intellectual mobile phone trader in China. At present, after the apple occupies Nokia, Samsung and China, China, in order to have different intellectual mobile phones, aim at different crowds.
In fact, in 3 quarters of 2010, the share of the apple on the market of Chinese intellectual mobile phone is 13.3%, shrink to 10.4% in the third quater of this year. Samsung rose to 19.2% from 14.6% one year ago, China, in order to rise to 11% from 7.3%. Nokia is still the first largest intellectual mobile phone trader in China, but attractiveness is lost fast. One year ago, its share was 36.2%, it was 71.4% two years ago, but only there are 26.8% left this year.
The intersection of Shanghai and Hi-Tech general manager of advisory company RedTechAdvisers the intersection of Michael and grams of Land would rather Say: “Finally, the apple can only make a reduction limitedly, because if the price is too low, will injure the brand of the apple. ”
Or hit telecommunications and cooperate with China Mobile
The analyst thinks, the apple has lain in not cooperating with China Mobile really unwise place in China.
Cooperative partner UNICOM that the apple is present is the second major operator in China, has 192,400,000 users only, lag behind China Mobile far.
Ovum analyst king Jenny says: “Concluding the transaction with other two operators in China as soon as possible, I think this is a good strategy. ”
However, up to now, the negotiation of telecommunications has been dragged for a long time unsettledly in apple and China Mobile. Main the intersection of problem and agreement of lying in, including camp harvest divide into, that is to say apple and operator in dividing into on the intersection of data and fee get large to purchase. In addition, even if the apple has new cooperative partner, it still faces a problem: China accepts 3G has slow technology. In China 1 billion moves users, probably only 1/10 use 3G. Most users only phone and send messages.
To apple, the best choice is to hit telecommunications at present, it uses CDMA technology, can be used as iPhone. China Mobile uses state-run standard TD-SCDMA. If cooperate with China Mobile, the apple must be designed and matched iPhone of TD-SCDMA.
ISuppli China studies executive king Kevin KevinWang Say: “In the existing TD-SCDMA network, it is nonsensical that China Mobile signs the agreement with apple, it is more feasible for 4GTD-LTE that is developing in China Mobile to offer the mobile phone technically. ”
China Mobile is trying out 4G network, it is expected it is will be commercial in 2012 or 2013 years. The analyst the apple signs the precondition of the agreement with China Mobile to thinks 4G commercial.
Ovum analyst king Jenny says: : “The apple occupies the upper hand, though Jobs is out, the apple products will still quite prevail, they have larger negociation price ability. ”
Apple share it glides to be may just temporary, wait until, sign and then agreement with the intersection of Chinese and operator, it may resume. In other country, apple signed the similar agreement, led to the fact and sold to heighten.
Meanwhile, the Chinese people find a method, can use iPhone, does not leave China Mobile. In fact, 10 million Chinese mobile subscribers use iPhone in China.
... Read more