China + iPhone = Beaucoup Bucks

UPDATE: By all accounts, Apple’s Q3 earnings report was spectacular, with the company bringing in a monumental $28.57 billion in revenue. “China was very key to our results,” said Apple COO Tim Cook during today’s earnings call. TechCrunchreports.

In North America, 48% of those looking to buy a new smartphone in the next 90 days plan on getting an iPhone, according to a new survey. While this gotta-have-it preference doesn’t automatically carry over to China, know that Apple’s retail stores there have more than 40,000 visitors per day—four times the average traffic in their American stores. Also know that China is so Apple crazy that at least one teen wanted an iPhone 4 so badly that she tried to sell her virginity on Weibo to score one.

It doesn’t matter how you do the math. Because by any measure, Apple’s China iPhone sales are going to be mind-boggling.

And with everything pointing to all three of China’s mobile carriers selling the iPhone, it’s a lock.

China Mobile, the world’s largest cellphone network, with 611 million subscribers (that’s almost twice the number of people living in the U.S.) will likely offer the iPhone within the next 12 months, reports the Wall Street Journal.

China’s second-largest carrier, China Unicom, with a notch under 200 million subscribers, already sells the iPhone (since 2009). And China Telecom, with 106 million subscribers (more subscribers than Verizon, the US’s second-largest carrier), will probably start selling the iPhone in November.

Analysts say the size of the potential market is so enormous that iPhone sales there would dwarf sales elsewhere around the globe, writes Fast Company. Running the numbers, and assuming 100-125 million Chinese buyers, Apple (NasdaqGS: AAPL) would take in $70 billion from Chinese iPhone sales alone—more than 20 times what it earned from China in 2010.

“China has the potential to become the second largest and perhaps even the largest market [for Apple] over time,” said Shaw Wu, an analyst with Sterne Agee in San Francisco, according to WSJ.

中国+ iPhone= 大把钞票

这跟你会不会数学没有关系，因为不管你怎么算，Apple在中国的iPhone销售额都将高得令人难以置信。

众人都把目光投向了中国的三大手机运营商，因为它们都在销售iPhone。

据《华尔街日报》报道，全球最大的手机网络运营商--中国移动，它的六亿一千一百万用户（几乎是美国常住人口的两倍）很可能会在未来的十二个月内购买iPhone。

中国的第二大手机网络运营商---中国联通（用户接近两亿）从2009年起销售iPhone；中国电信（一亿六百万用户—其用户多于美国第二大网络运营商Verizon）可能将从今年十一月起开始销售iPhone。

有分析师在《Fast Company》杂志上称，中国潜在的iPhone销售市场比世界上任何地方都要广阔。从潜在用户的数字上来讲，如果有一亿至一亿两千五百万人购买iPhone的话，Apple (NasdaqGS: AAPL)单从中国的iphone销售上就将赚取七百亿美元---是其2010年从中国所得的二十多倍。

据《华尔街日报》报道，旧金山Sterne Agee公司的分析师Shaw Wu说：“（对于Apple来说）中国有可能成为其第二大市场，随着时间的推移甚至会成为第一。”

翻译：深水双鱼

苹果是打破中国移动秩序的掘墓人

来源：IT时代周刊 2011年08月30日17:50

田 锋： 1977年出生，四川人，毕业于西安交通大学，现为中兴通讯无线综合方案总监，中兴对外无线产品国际论坛发言人。拥有12年行业经验，从事过研发、市场以及销售工作，对通信领域有深刻而独到的理解，拥有一项绿色无线基站相关发明专利。现主要聚焦IT及通讯产业未来热点研究与新无线综合方案研究。

　　日前，美联社消息称，中国移动已与苹果公司达成协议，将于今年10月引入iPhone。人们再次将目光对准中国移动。

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当年霸气十足的中国移动，以为自己比ATT之流更聪明，更有底气，更能控制市场，本着上述“正确”立场，与苹果展开iPhone引入谈判。一家拥有全球最多的手机用户，一家拥有全球热销的终端，双方在应用商店问题上针锋相对，一直谈不拢。直到“可恶的，没有立场的”中国联通主动向苹果妥协，中国移动才开始感到惴惴不安。

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