由买买提看人间百态

boards

本页内容为未名空间相应帖子的节选和存档,一周内的贴子最多显示50字,超过一周显示500字 访问原贴
Stock版 - China is Apple's land of iPhone opportunity
相关主题
说实在话,这次果子ER不好,market猛跌到最低点RIMM news
AMZN熊四:Colin GillisFOMC 解毒?
病入膏肓,大夫来看看吧苹果 MM 倾巢屮而出。。。。
简单扼要地总结一下FED STATEMENTGoogle's Android chief Andy Rubin steps down
Nok卖掉的那部分值股价的25%美股评论:雅虎股价与雅虎无关
【欧股收盘】穆迪警告法国评级展望,欧股收低有人知道今天为什么GAME大涨吗? 答案我过五分钟贴上来
Adobe与苹果之争落败:停止开发移动版Flash(zt)my guess on GOOG ER
这种投资bond的方式谁听过? (转载)不用换手机了?
相关话题的讨论汇总
话题: apple话题: china话题: iphone话题: united话题: chinese
进入Stock版参与讨论
1 (共1页)
l******r
发帖数: 4021
1
Apple is accustomed to being the smartphone king, but in China, the iPhone i
s barely even an also-ran.
The iPhone is currently in seventh place in China, according to research fir
m Canalys. That means Apple is missing out on a huge opportunity: The Chines
e smartphone market is exploding, with sales more than doubling over the pas
t year. One-third of all smartphones are now sold in China -- more than the
United States, India, Japan and the United Kingdom combined.
Apple (AAPL, Fortune 500) is No. 1 or No. 2 in almost all other countries wh
ere it sells the iPhone, but most of those markets are far more saturated. S
martphone sales in the United States, for instance, grew by 36% last year --
still a healthy clip, but far slower than China.
"The smartphone industry is maturing; growth is shifting from premium to mas
s market, where ... Apple lacks presence," Indigo Equity Research Nick Lande
ll-Mills wrote in a note to clients last month.
Next month, Apple may finally unveil its solution to the China problem: Appl
e is expected to announce the long-rumored low-cost iPhone, dubbed the "iPho
ne 5C," on Sept. 10.
On a conference call with Wall Street analysts last month, Apple CEO Tim Coo
k didn't acknowledge rumors that Apple is working on the iPhone 5C, but he d
id say the company is working "very cautiously with what we want to do with
great quality."
Related story: Apple's China problem
That high-quality approach worked in the U.S. and the rest of the world. In
China, by comparison, price is a big issue. Phones aren't often subsidized b
y wireless carriers in China like they are in the United States, and that pu
ts a top-shelf device like the iPhone outside the price range of many Chines
e consumers.
"Apple offers very high-end, high-priced devices," said BGC Partners analyst
Colin Gillis. "But in China, Apple needs to address the marketplace. The ob
vious step one is creating a product that people can buy. Apple hasn't done
that yet."
And so Chinese consumers have turned to cheaper phones from Samsung, as well
as local brands such as Lenovo, Yulong and ZTE. Those companies have been a
ble to introduce reasonably priced phones to China, get a strong foothold in
the market, and continue to drop prices, Gillis said.
He suspects Apple's "cheap" iPhone will still come in at about $400, and he
thinks that won't be low enough to set the Chinese market ablaze.
"You have to wonder: If Apple is coming in at $400 when everyone else is hea
ding down to $200, what will happen?" Gillis asked.
Even if Apple does release a phone that's cheap enough to attract Chinese co
nsumers, the company still faces a giant roadblock: Apple hasn't been able t
o secure a deal with the country's largest carrier, China Mobile (CHL). The
wireless giant accounts for 65% of the nation's mobile subscribers.
Apple and China Mobile have been squabbling over carrier subsidies, and a ch
eaper iPhone would make China Mobile more likely to sign on, according to an
alysis firm Trefis.
"The potential for Apple to ride the boom is huge," Trefis concluded. "In or
der to do so, however, Apple needs a cheaper iPhone." To top of page
1 (共1页)
进入Stock版参与讨论
相关主题
不用换手机了?Nok卖掉的那部分值股价的25%
我还真不觉得王医生是loser【欧股收盘】穆迪警告法国评级展望,欧股收低
FB 要搞的人跳楼了?Adobe与苹果之争落败:停止开发移动版Flash(zt)
德国赢阿根廷应该没有太多悬念了吧这种投资bond的方式谁听过? (转载)
说实在话,这次果子ER不好,market猛跌到最低点RIMM news
AMZN熊四:Colin GillisFOMC 解毒?
病入膏肓,大夫来看看吧苹果 MM 倾巢屮而出。。。。
简单扼要地总结一下FED STATEMENTGoogle's Android chief Andy Rubin steps down
相关话题的讨论汇总
话题: apple话题: china话题: iphone话题: united话题: chinese