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外媒评中国移动与苹果合作太迟了【资讯】

2019-03-06 10:01:13

外媒评中国移动与苹果合作:太迟了

元器件交易网讯 12月23日消息,苹果和中国移动最终达成了协议,从1月17日起,中国移动开始销售iPhone 5S和iPhone 5C。对此,西弗吉尼亚大学商业教授Usha Haley认为,中国移动和苹果等的太久,无法再产生重要影响。

下面是全文翻译:

6年后苹果和中国移动最终达成了协议,苹果为中国移动的7.6亿用户提供iPhone,从1月17日起,中国移动用户可在中国移动网上商城和苹果中国官网购买iPhone 5S和iPhone 5C。

纽约时报报道,中国移动促成了这次交易,部分原因是它看到自己的用户倒向了能提供iPhone的对手。

另一个动力为需求,这次合作估计能将苹果iPhone手机在中国的额外销量从1500万部提升至到3000万部。

西弗吉尼亚大学商业教授Usha Haley说,中国移动和苹果等的太久而无法产生重要影响。

下面是原因:

苹果已经入驻中国了

。类似于T-Mobile,中国移动兴奋宣布将开始销售iPhone时,大家已经失去兴趣了。

那些需要iPhone的用户都已经买到了

据泰晤士报报道,中国移动的很多用户对iPhone感兴趣,显然他们都已经倒向其它运营商购买iPhone。Haley说,问题是有大量的中国移动消费者急切地等待iPhone。纽约时报报道,只有1.76亿中国移动消费者订阅公司的高速无线数据服务,Haley说其余的对此并不感兴趣。这使得用户不太可能愿意购买更高的价格iPhone。

无补贴,iPhone 5C起售价高达700美元。

无论哪国尤其是中国有很多消费者对品牌的忠贞度为零。

她说:“我们发现欧美和澳大利亚公司将进入中国,以低于市场的价格建立一个立足点。然后他们试图将价格提高一点点,但此时,他们的用户就会抛弃他们。”

这并不是说苹果和中国移动没有任何动作。中国移动正准备在16个城市推出4 G服务,到2014年底,它的4 G服务计划覆盖340多个城市。

另外,价格细节尚未公开,可能是苹果和中国移动希望想出一个能够吸引更多用户尝试iPhone的价格点。

“我认为苹果在中国销量将会增长,但是他们不会达到双方所希望的极高的水平。”Haley总结道。更具有讽刺意味的是,他们本能够说,他们六年前就开始在谈合作。

外媒原文如下:

After six years Apple AAPL +0.83% and China Mobile CHL -0.42% have finally struck a deal under which Apple will offer the iPhone to China Mobile"s formidable 760 million subscribers. Starting on Jan. 17, the iPhone 5S and 5C will be available from China Mobile"s retail network and in Apple"s Chinese stores.

China Mobile pushed for the deal, the New York Times is reporting, in part because it was seeing subscribers move to its second and third tier competitors that do offer the device.

That demand–and, of course other drivers–have led a wide range of estimates for what this deal could mean for Apple, from an additional 15 million iPhones sold in the country to as much as 30 million more.

Chances are Apple"s additional sales in China will clock in at the lower end of the estimate. In short, both China Mobile and Apple waited too long to culminate their courtship for it to have a significant impact, says China expert Usha Haley, a business professor at West Virginia University and author of the “Chinese Tao of Business.”

Here"s why:

Apple is already in China.

Similar to the collective yawn that met T-Mobile"s excited announcement that it would start carrying the iPhone, China Mobile is not exactly forging new and exciting territory here.

Those who want it, already have it.

Many of China Mobile"s customers that would have been interested in the iPhone have apparently migrated to other carriers and made their purchases, as the Times reported. It is questionable that there are huge numbers of China Mobile consumers waiting eagerly for the phone, Haley says. Only 176 million China Mobile customers—another stat reported by the New York Times–subscribe to the company"s high-speed wireless data service. The rest are not interested in paying for it, Haley says. That makes it unlikely they are willing to pay for the higher priced iPhone when it is made available.

Unsubsidized, the iPhone 5C will start at more than $700.

That is a lot for consumers of any nationality and the shoppers in China in particular have a disconcerting tendency to zero in on price while displaying little loyalty for brand, Haley says.

“We have found U.S., European and Australian companies that would enter China and sell at below market prices to establish a foothold. Then they would try to increase their prices just a tiny bit but at that point their customers would abandon them,” she says.

It"s not that Apple and China Mobile don"t have any moves to make. China Mobile is getting ready to introduce 4G services in 16 cities and by the end of 2014, it plans to cover more than 340 cities with 4G service.

Also, the pricing details are not public yet and it may be that Apple and China Mobile come up with a price point that entices enough users to try out the iPhone.

“I do think Apple sales will grow in China, but they won"t reach the stratospheric levels that Apple and China Mobile are hoping they will,” is Haley"s conclusion. The irony is they could have, say, six years ago when the two started talking.

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