Because Apple have practice in June each year will launch a next-generation iPhone, iPhone 4 gate opening after sales, Apple began to continuously release iPhone 5 message, and rumors said China Mobile and China Unicom domestic matters is to discuss the introduction of iPhone 5. While news that, mainland-listed iPad 2 may cooperate with Unicom and Telecom. China Unicom personnel in an interview with the securities Journal reporter said Unicom does not know that Apple has iPhone 5, question of whether so much less cooperation.
Move to discuss the introduction of iPhone5, huachuang securities senior fellow at the TNT industry bloom in an interview with the securities Journal reporter Lee said, “from the perspective of industry chain, in the case of Apple has not launched the iPhone 5, how can direct negotiations iPhone 5? “He believes, is this intention to move before, but in the case did not have the condition, surely difficult to depth interview. He pointed out that many messages on iPhone 5 campaigned and rumors are operators, do not have to pay too much attention.
Other communications industry analysts also told reporters that the mobile rumor iPhone5 introduced last year, but even Apple launched the iPhone 5, at the national level, is naturally the Unicom WCDMA version of the first to support. CDMA version after the WCDMA version will be launched, then telecommunication is estimated to be reintroduced. Mobile TD version is basically a vanishing thing.
In view of this, and talk about the iPhone 5 is just hearsay, speculation campaigned constituents, the majority.
Previously, Telecom has also been claimed that the introduction of iPhone 4, although there is still no official message, but from parallel channels into domestic iPhone 4 c network have been correctly.
These communications industry analyst pointed out to reporters, United States Veirzon introduces CDMA version of iPhone 4, ARPU value increase immediately on the back, Telecom introduces c-NET version iPhone, still be of some help.
Lee bloom also believes that as WCDMA is the world’s first standard, scope is very wide, so China Unicom network, telecommunication and mobile irreparable in the short term. But from the United States situation, CDMA version since introduced iPhone4, its operator user development situation is ideal. Related to this and of course Apple has improved. He pointed out. Although telecommunications investment and a lot of money, but in the end always lack a silver bullet. Unicom WCDMA and CDMA version of iPhone 4 there are some improved version of the iPhone 4, on the whole, telecommunication should make up a large part of the gap with Apple.
Lee bloom told reporters, who are also very concerned about the Telecom introduced things that iPhone 4. Because if the introduction is successful, some users will choose to switch to other networks. This advantage will balance off part of the interchange. There are two reasons. Is a new version of the iPhone 4 has a new feature is you can do “hot spots”. Mobile devices that you can signal into WiFi signals 3G. From the United States situation, this is a differential advantage. In addition, Telecom introduced the new iPhone 4 bridge the gap and China Unicom on the Terminal, so you just have one more choice. He pointed out that single network, Telecom CDMA2000 network capacity and coverage now is actually stronger than WCDMA.
Apple to Telecom three, really that important? Lee bloom told reporters that the three operators on Apple’s Chase is normal in China, global scope so. From the first generation of Apple was released, who steal Apple, bundled with Apple’s business development is relatively fast. Soon will be able to drive the user’s use. And Apple machines have a characteristic, its application will need to download, update, you need to use the mobile Internet, so that network traffic surge, a single value of user contributions are relatively high. And its bundled system also increases the user viscous. It has formed a differential advantage for Apple.
“So no matter which carrier, sure to pay attention to the new type of Terminal. In new class of Terminal, doing so only a level of apples, other than Apple and are still some gaps. ”
Securities daily
Tags: Apple, begun, China, discuss, introduction, IPhone, Unicom
