r******y
发帖数: 12263 | 1 前几天哭可去了中国，我估计一定是要加大中国以及亚洲市场的开发，市场太大了。
万一这次来了国内同步上市，整个亚洲就等于自产自销了。 河南的iphone生产出来
东西南北都方便。 另外国内的需求你们也知道，反正我回国一趟，看到的很多苹果，
没有的也都是暂时消费不起，但是有钱一定会买苹果的人群，苹果大可以借助中国这个
新兴市场对其品牌的崇拜透支个三年的信用没什么问题。
还有就是苹果的利润太大了，即使安煮和os打成平手，也要看到苹果是一家对抗n家厂
商，而且每台还有一半的利润。
手机业几年一个霸主，之前的罗拉和诺记都下来了，过几年不知道谁能坐上第一。
最近对900挺感兴趣的，颜色好看，最主要是现在还不是街机。 记得又一次看富二代
同学们聚会，桌子上一水iphone还都是白色的，确实太没意思了。 | M*****n
发帖数: 2948 | 2 http://www.bloomberg.com/news/2012-03-11/iphone-fails-to-gain-c
IPhone Fails to Gain China Share as Samsung Lead Triples: Tech
Apple Inc. (AAPL) got a second partner in China to sell the iPhone in the
world’s biggest mobile-phone market. The deal may be too late to catch
Samsung Electronics Co. (005930), with a market share that’s three times
larger and growing.
China Telecom Corp. (728) began selling the iPhone last week as Apple tries
to build on its 7.5 percent share of the country’s smartphone sales.
Samsung controlled 24.3 percent of the market for phones that can play
videos and games, according to Gartner Inc., using a strategy of allying
with all three of the nation’s third-generation networks since such
services started in 2009.
Succeeding in China is important for Apple as shipments of smartphones in
the country are projected to jump 52 percent this year to 137 million units,
overtaking the U.S. for the first time as the world’s biggest market.
Unlike Samsung’s strategy of partnering with all carriers, Apple has
limited its own success by not making a device compatible with the nation’s
biggest operator, China Mobile Ltd. (941)
“I don’t expect Apple to replace Samsung any time soon,” Gartner analyst
Sandy Shen said in an interview. “China Telecom is the nation’s smallest
carrier, so the extent to which they can help Apple is quite limited.”
The 16.8 percentage-point gap in China between Cupertino, California-based
Apple and Samsung almost doubled from the third quarter. While Samsung is No
. 1 and Apple No. 5 in China, the global story is different: Worldwide,
Apple passed its Suwon, South Korea-based competitor to become the biggest
smartphone vendor in the fourth quarter, according to Gartner.
China Mobile
Apple’s partnerships with China’s second- and third-largest carriers give
it access to about 34 percent of the nation’s 988 million mobile users,
while Samsung targeted the whole market. iPhones aren’t sold to China
Mobile’s 655 million subscribers, a number almost equal to the combined
population of the U.S., Brazil and Mexico.
“Having access to more subscribers gives vendors like Samsung an advantage,
” said Teck Zhung Wong, a Beijing-based analyst with IDC China, who
forecast the 52 percent jump in smartphone sales this year. “If Apple is
going to continue to grow in the Chinese market, it has to consider very
seriously a handset with China Mobile.”
China Telecom had a total of 129.3 million wireless users at the end of
January, including 38.7 million 3G subscribers.
Apple introduced the iPhone in 2007 in the U.S. exclusively with AT&T Inc. (
T) and added a second carrier partner last year in Verizon Communications
Inc. (VZ)
Pelting Eggs
Apple chose not to make a phone with China Mobile because the operator had a
unique 3G standard called TD-SCDMA, even after the Chinese company’s
Chairman Wang Jianzhou met with the then Chief Executive Officer Steve Jobs
in early 2010. Wang told the company’s annual meeting in May that he didn’
t expect Apple to introduce an iPhone until the carrier rolled out the
fourth- generation TD-LTE network by end of this year.
China Unicom (Hong Kong) Ltd. (762) was the nation’s first carrier to offer
the iPhone with a service contract in October 2009.
Even though Apple trailed Samsung, Nokia Oyj (NOK1V), Huawei Technologies Co
. and ZTE Corp (000063) in China’s smartphone market, people still crave an
iPhone.
Apple’s oldest store in China was pelted with eggs from a crowd of
customers on Jan. 13 when the shop, in Beijing’s Sanlitun district, failed
to open on the first day of sales for the iPhone 4S. After police sealed off
the area to remove more than 500 people, Apple said it would suspend sales
of iPhones at all its stores.
‘Didn’t Bet High Enough’
The maker of iMac computers and iPad tablets underestimated the “staggering
” demand for the iPhone 4S when it started sales in China in January, Chief
Executive Officer Tim Cook said. “We thought we were betting bold,” Cook
said Jan. 24. “We didn’t bet high enough.”
The iPhone 4S has been “an incredible hit” with customers around the world
, Apple spokeswoman Carolyn Wu said in an e-mail. Apple “can’t wait to get
it into the hands of even more customers in China,” Wu said, declining to
comment further on the company’s handset strategy in China.
Samsung’s approach to China is “the same” as other markets, Juha Park,
senior vice president of product strategy, said in an interview in Barcelona.
“We make product innovation and make our brand very desired in the market,
” Park said. “That’s what we do to become a major player. We have been
doing quite strong growth in the China market.”
Unlocked IPhone
Even without an agreement with Apple or a device that’s compatible with its
high-speed 3G network, China Mobile still has 15 million iPhone users,
spokeswoman Rainie Lei said. Those China Mobile users buy unlocked devices
and surf the web at slower 2G speeds, or else connect to Wi-Fi hotspots for
a faster connection.
China Telecom projects that the iPhone will “significantly enhance its long
term sustainable growth and value creation despite the short term pressure
on its profitability,” spokeswoman Lisa Lai said in an e-mail.
“For China Telecom, its 4S launch comes late and the low- hanging fruit may
already be exhausted,” said Lisa Soh, a Hong Kong-based analyst at
Macquarie Group Ltd.
The egg pelting also resulted in Apple losing one advantage it had over
Samsung -- its own retail stores stopped selling iPhones. Apple said at the
time the move was “for the time being.” Apple’s Wu said the phones remain
available through Apple’s online store in China, and declined to provide
an update on when the shops would resume sales of the devices.
That leaves Samsung free to further widen its gap.
“It’s just one country, but it’s such a big market and its portion in the
global market is huge, so Samsung is trying to act fast to capture the
market,” said Kim Young Chan, a Seoul- based analyst at Shinhan Investment
Corp. “Dealing with different network standards will give them a pretty
valuable competitive edge.” | r******y
发帖数: 12263 | 3 我那个是很主观的感受 有iphone的很多，没有的则是对iphone狂热的崇拜中。
tries
【在 M*****n 的大作中提到】
: http://www.bloomberg.com/news/2012-03-11/iphone-fails-to-gain-c
: IPhone Fails to Gain China Share as Samsung Lead Triples: Tech
: Apple Inc. (AAPL) got a second partner in China to sell the iPhone in the
: world’s biggest mobile-phone market. The deal may be too late to catch
: Samsung Electronics Co. (005930), with a market share that’s three times
: larger and growing.
: China Telecom Corp. (728) began selling the iPhone last week as Apple tries
: to build on its 7.5 percent share of the country’s smartphone sales.
: Samsung controlled 24.3 percent of the market for phones that can play
: videos and games, according to Gartner Inc., using a strategy of allying
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