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subject: China Mobile Is The Key To Apple's Success In China [print this page]


The analysts said that for Apple, China is the land of opportunity, rather than the United States. To succeed in the Chinese market, Apple also needs to cooperate with China Mobile, which is an inevitable transaction.

It is reported that, although having not yet officially signed the cooperation agreement with Apple, China Mobile now has 10 million iPhone users. Now China Unicom is Apple's only official partner in China. But this did not prevent consumers taking the risk to unlock iPhone so that to be used on China Mobile's network. This is the same with that some U.S. consumers use the iPhone on the T-Mobile network, although AT & T is the exclusive service provider.

The current iPhone does not support China Mobile's 3G network, which means that the China Mobile users that unlock the iPhone can only run on 2G networks. They have to sacrifice download speed to unlock iPhone. It shows consumers' obsession for the iPhone. Compared with T-Mobile, Apple has more reason develop an iPhone for China Mobile's network, especially in the context that Verizon and Sprint become the new service providers of Apple.

The analysts said that as of the end of the September of this year, China Mobile has 630 million users. Many users are still using traditional voice and SMS services. They have avoided the high cost data services. But the speed to build China's 3G network is very fast. In the previous quarter, the number of 3G users in China grew 172%.

In any case, with the rapid development of smart phones, China Mobile is the key to Apple's success in the Chinese market. After all, China Unicom has only 189 million users, while China Mobile's users are 3 times of China Unicom.

The rumors about China Mobile and Apple's co-operation have been commonplace. Apple's CEO Tim Cook even visited China Mobile's headquarters. China Mobile's Chairman Wang had also said that in the issues of the development of 4G TD-LTE iPhone, Apple has given a constructive answer. In view of that China Mobile has a huge opportunity and the fact that Apple has only six stores in China, Apple really should expand investment in China.

The analysts said that once this inevitable cooperation is officially reached, the effect is obvious. Chinese high-end mobile phone users are around 100 million to 125 million. The insiders expected that the size of the potential revenue is about $ 70 billion.

by: Amanda Xia




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