Unicom and move over to Apple: outloook?

Keyword: iPhone Apple Apple iPhone mobile mobile

Related news:

Unicom and move over to Apple: outloook? Introducing iPhone: mobile and Apple are not about to reach an agreement the price VS mobile: launch of Unicom Apple iPhone battle

China Mobile has just announced the intention to negotiate with Apple, the iPhone into China, China Unicom's Executive Director and Vice President Li zhengmao yesterday's a position immediately to let the entire complex, and more importantly its smell.

Li zhengmao said the iPhone in some markets, sells, China Unicom may consult with Apple. Although China Unicom interested, but he also said that China Unicom has not yet been discussed with Apple. As a result of this expression is equivalent to China Unicom, and some of the media on the vagueness of the interpreted as "China Unicom consider China iPhone", but the media is of the view that the interchange was that there is no plan.

In any case, China Unicom's this stance is the "challenge".

Apple's standpoint, the mobile is undoubtedly in the Chinese market the ideal partner. First of all, Apple is currently in the other market sales at selected four iPhone carriers that are in the biggest mobile operators, namely the United States AT & T, Germany, the United Kingdom of T-Mobile O2 and France Telecom's Orange.

In China, more than 500 million mobile phone users, 2/3 are in the mobile user, move the average monthly per user (ARPU) consumption than Unicom has better performance in the third quarter of 2007, for example, China Mobile ARPU for $ 89, and China Unicom's network of ARPU 46.8 G, C-NET only 59.8 element.

The reason why ARPU on Apple is important, because Apple is not to make money by selling iPhone hardware, but mainly taken with the carrier in accordance with the user proceeds, although no formal disclosure into proportion, the industry is estimated at about 10%. Higher ARPU on Apple means available from the carrier sanctions to more revenue.

From this perspective, China Unicom and move the "farce" and the chances of winning is too small. However, because of the advantage in mobile, also determines it has more weight with Apple negotiations, but Apple during the preceding few cooperation are "tough" stick to its own stand, and two strong in mobile "meet" in the negotiations, the game will be more intense. But this just might bring up China Unicom.

In cooperation with Apple, for the purposes of the Unicom may first mass from competitors to the user. Before Apple in Sino-US cooperation party AT & T CEO Randall Stephenson said, it is expected that this cooperation in the next two years will bring to AT & T 1000 million users, and this figure is AT & T in the last quarter of the total number of user growth (150 million) 6 times.

More importantly, the iPhone has changed the competitive comparison operators. Research firm is expected, AT & T with this cooperation, by the end of next year will be from rival Sprint Corporation digging away 110 000 customers, Sprint will become the biggest victims; in addition, the end of next year, the iPhone will also help AT & T from Verizon company snatched nearly 95 million users. For has been China Mobile communication market is in a weak China Unicom, the iPhone's meaning is clear — even if it does so in a number of users on the move, but catching up with positioning high-end users of iPhone will effectively shunt of GSM users.

According to the figures in the movement, at the end of November 2006, the mobile GSM and signed a service agreement by user to 6495 million, representing company 2.96 billion users of 22%, the total number of number of only 1/4, but GSM high-end user contributed nearly 1/3 of the profits. As long as it can effectively fight for high-end users, China Unicom will also shorten the gap, but the iPhone's carrier brand building is also very obvious.

In accordance with Apple's plans, iPhone to enter the Chinese market to 2008, so the result is still full of variables. As hardware manufacturers, Apple's iPhone is rapidly increasing manufacturers and operators to negotiate the right to speak. No matter how competition between operators keen, Apple only need to do is, always ready to "money bag".