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Published Sunday said the foreign media, China Telecom iPhone 4S version went on sale last week. But people in the industry believe that Apple reached a cooperation agreement with China Telecom too late, especially considering that Samsung’s share of the Chinese market has reached Apple 3 times, and is still growing.
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Telecom Limited iPhone help
China Telecom (micro-blogging) last week started selling iPhone 4s, and Apple hopes with the co-operation of smartphone market share in China. According to data from Gartner, Apple in this market share in the fourth quarter as 7.5%, while the Samsung at 24.3%. Since full development starts from the 2009 Smartphone, Samsung concluded cooperation agreements with three carriers in China.
For Apple, can succeed in the Chinese market is crucial. IDC expects market smart phone shipments in China this year is an increase of 52%, to 137 million units, so as to exceed United States as the world’s largest smart phone market. And unlike Samsung, so far, Apple is not running and China Mobile on the iPhone (micro-blogging) reached a cooperation agreement.
Gartner analyst sangdi·Shen (Sandy Shen), said: “I believe that Apple cannot in the short term of more than three stars. China Telecom is China’s smallest mobile operator, so that cooperation is limited to Apple Help. ”
Samsung to expand leadership
The fourth quarter of last year, gap between Apple and Samsung’s share of the Chinese market to achieve 16.8%, almost doubled in the third quarter. In the Chinese market, Apple and Samsung Smartphone manufacturer of 1TH and 5th respectively. But things are different in the global market. According to Gartner, the fourth quarter of last year, Samsung more than Apple became the world’s largest smartphone manufacturer.
With China Unicom (micro-blogging) and China Telecom co, Apple 34% to cover China’s mobile users. At present a total of 988 million mobile users in China. Apple does not sell iPhone for 655 million of mobile users, and the user scale equivalent to United States, and Brazil and Mexico’s total population.
IDC analysts in Beijing Huang Dejun said: “more users access to advantages for manufacturers such as Samsung. If Apple wants to continue growth in the Chinese market, then you must seriously consider cooperation with China Mobile. “By the end of January of this year, China Telecom has 129.3 million mobile users, including 38,700,003 g service user.
Apple to launch iPhone in 2007, in the United States market was initially only operate in cooperation with AT&T. Apple started to operate in cooperation with Verizon iPhone until last year.
Apple is not for China Mobile to launch China Mobile, the iPhone is mainly due to the use of a unique 3G system TD-SCDMA. China Mobile Chairman Wang Jianzhou, in early 2010, with former Apple CEO Steve Jobs (Steve Jobs) meeting. Wang Jianzhou, China Mobile’s annual general meeting in May last year, said he believed only after China Mobile Launches TD-LTE service, Apple will cooperate with China Mobile operating iPhone.
Chinese user demand
While Apple’s share of the Chinese market behind Samsung, Nokia, Huawei and ZTE, but the user still has a great demand for the Apple’s mobile products. First day of iPhone 4S sold in China, Beijing’s SanLiTun apples retail confusion, some threw eggs at queued to the outer wall of the Apple retail store.
Apple CEO Tim Cook (Tim Cook), Apple underestimated the Chinese market demand for iPhone 4S. He said: “we believe that our forecast is bold enough, but did not expect such high demand. ”
An Apple spokeswoman Carolyn · Wu (Carolyn Wu) says that iPhone 4S in the global consumer had caused “incredible response”, and Apple’s “can’t wait hope that more Chinese consumers iPhone 4S.” However she refuse to reveal Apple’s strategy in the Chinese market.
Senior Vice President of product strategy of Samsung puzhuhe, Samsung’s strategy in the Chinese market and other markets in the world. He said: “we promote the innovation of products, enables brands to attract market attention, which allows us to become major players in the market. We have very strong growth in the Chinese market. ”
Despite no iPhone cooperation deal with China Mobile, but the spokesman for China Mobile said thunderstorms, which currently has 15 million iPhone users in the operator’s network. Those users buying products that are not network-locked, used in the 2G network of China Mobile, or via a WiFi connection for faster speeds.
Telecom optimistic about the long-term value
China Telecom spokesman said Li Jia stand, will impose pressure on profit in the short term, but China Telecom iPhone is expected to promote the company’s long-term growth and value creation. However, analyst at Macquarie Group in Hong Kong, Mary Sha·Su (Lisa Soh), said: “China Telecom, iPhone 4S launches late, some easier to discover market development has been finished. ”
Beijing SanLiTun after throwing eggs for a retail store, Apple has announced that no longer sell through retail stores in China iPhone 4S. Apple spokeswoman Carolyn · Wu says, users can still be purchased through Apple’s online store in China iPhone 4s, but declined to say when it will resume sales of retail stores in China in the product.
Apple Samsung, this initiative will help expand the advantage. New Korean investments Seoul analyst Kim Young Chan said: “this is just a country, but it is a very large market, a high share of global market, Samsung wants quick action to seize market share. Supports a variety of Web standards so that Samsung have a competitive advantage. ”