Just saw an article, titled "Mobile Terminal Strategy big adjustment, subsidy will die, Apple Samsung" Sad ", this article means that in the past, mobile to the terminal subsidy is larger, to pull the terminal sales is very important, and now the subsidy policy has changed, Apple and Samsung's sales may be greatly affected.
In fact, in the last year, I wrote the article, said that Apple and mobile Huaiguitai, not sincere cooperation, put aside the mobile not to talk about, the other two operators are not so? There is a set of data that explains the problem: China Unicom made 4.26 billion in 3 quarters 2011 years ago, and the 3G mobile phone subsidy increased to 4.1 billion. China Unicom's net profit fell by 60% in 2010, with 3G terminal sales losing 3.1 billion. Most of this is due to the iphone subsidy. It seems that the money to let the Apple to make a run, but Unicom no way, be someone else knocked out teeth also have to swallow inside the belly.
Of course, if you say Unicom's humble subsidy to Apple is to fight the move, then the partnership with Apple is less important to mobile. Now is the 4G era, and the advantages of Unicom in the 3G business, mobile is clearly not so afraid of unicom. In addition, to deploy 4G, mobile needs to unite more handset manufacturers, Apple is just bucket.
Moreover, the Apple iphone is facing a saturated situation, in addition to Samsung, an endless number of domestic mobile phones have also been part of the market, considering that even the old Luo's hammer phone to gather the lively, the iphone will not be too long. That being the case, the move to change the subsidy policy will have a big impact on Apple.
What kind of business is Apple? From Apple's cooperation with Foxconn and Unicom Telecom, it is easy to see that Apple is an unscrupulous company that maximizes profits. Foxconn has been Anqianmahou and spared the company, and as a result, Apple's money to Foxconn is less than 1% of its profits, showing how much Apple has squeezed Foxconn. Of course, Apple has also squeezed unicom and telecoms, and at first Apple also wanted to squeeze the move, the results moved not dry, mobile backbone is still possible. And then the move with Apple can only be said to be a picking of interest.
This move to change subsidy policy, can not be entirely from their own backbone, the first is the camp to increase and the SASAC to reduce marketing costs of the environment forced to move must reduce subsidies, otherwise the tax will be greatly increased; second, SASAC requires state-owned enterprises to cut marketing costs, increase profits turned in, wool out of the sheep, not reduce subsidies what can be?
But this subsidy policy changed, not only for Samsung and Apple, but also many domestic mobile phones, because a large number of domestic mobile phones on subsidy policy dependence is pretty strong. For them, the future wants to win in the fierce competition, on the one hand must compress the production and the manufacturing cost, on the other hand must compress the channel cost, today many mobile phones are in the test water network channel, this is a good solution. (Wen/Wangyi see qq:543415188)
