iphone card separation highlights China's 3G embarrassment

China Unicom has implemented the new deal on iphone since December 1, largely to prevent iphone contract users from using only the iphone's bare-metal, instead of WCDMA 3G networks. Unicom is so eager to "patch", such embarrassment and not only belong to China Unicom or mobile, but the communications industry in the entire 3G industry chain is not mature but hastily launched 3G network consequences.　　It can be said that an iphone 4 slapped the Chinese 3G industry.　　Unicom's contract plan is that, if the user chooses 96 yuan to 386 yuan each month package, and in the net 24 months, then may obtain the iphone 4 handset and contains the 24 month telephone charge the SIM card accordingly. But what has not been expected of China Unicom is that there are "scalpers" to open the iphone 4 bare metal and Unicom SIM card after the high price of selling bare metal, low-cost sale unicom SIM card.　　Unicom had reached an agreement with Apple, the introduction of the mainland's iphone is expensive, the main purpose is to use the star model of the iphone to attract high-end users to join China Unicom's WCDMA 3G network, now the card separation, so that Unicom's painstaking has become a bubble.　　The main content of China Unicom's iphone "New Deal" is that, starting from December 1, and the user signed an agreement, if the user will be the iphone 4 and Unicom's SIM card separately, according to the agreement signed by the two sides, Unicom will take the elimination of subsidies, number downtime, the iphone lock and other measures.　　At present, the industry has focused on whether China Unicom's move involves the "overlord clause", but if we turn to the question, why are those card-separated users so long as the iphone is bare-screen, and do not care about the 3G network or the 2G network of China Mobile?　　The reason is that the current 3G network is obviously lack of attractive "killer" level of application, the user's needs if only the phone, text messaging, Internet access, in the 2G network can be completely satisfied, which is also a lot of users of 3G WCDMA network and join the 2G GSM network key factors. From the operator's promotional 3G features, video calls, mobile TV, mobile music, etc., for consumers, especially the iphone positioning of high-end users are not particularly attractive. Why do you want to see each other when you call? If you want to see the video, through the Internet QQ Chat is not more convenient? More crucially, the cost of chatting online is much lower than that of mobile video.　　and location services, such as emerging business, the current development is not mature, mobile phone network games, such as market expectations, but at present also does not form a good revenue growth point.　　For mobile phone animation business and the pursuit of the extension of the information (002261), for example, the company's first-half mobile phone animation business income of only 28.7 million yuan, accounting for the company's overall operating income of 19%, the company's overall profit contribution is very limited. The number of 3G users is also far below expectations. At the beginning of 2009, operators had3G users are expected to add up to 30 million in the year, but quietly lowered their expectations in the years, while at the end of the decade the actual only 10 million, only the original estimated One-third.　　According to the latest data released November 25 by the Ministry of Industry, up to the end of October, 3G users totaled 38.64 million households, compared with the entire mobile phone market 842.04 million users, accounting for only 4.5%. Fortunately, the current three operators of 3G users are more than tens of millions, tens other users should be able to meet a variety of 3G applications to achieve the development of the market space, only in the application of richer, providing differentiated services, to get rid of the current two major operators for an "apple" mutual pinch "tragedy."