Mainland missed iphone 6 debut list sold in China or challenged

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[Abstract] Since the mainland is not in the starting line-up, the previous 19th shipments of the argument is not likely to achieve.

Tencent Science and Technology Guoxiaofeng September 10 Report

Wan Apple's next-generation smartphone 6 is finally released, as Apple's most critical and growing "supermarket" in China is naturally a matter of concern, but the surprise is that China is not in the starting list, the three major domestic operators 19th shipments of the argument is also unlikely.

It is understood that the 4.7-inch iphone 6 and 5.5-inch iphone 6 Plus will be booked on September 12, officially on sale on September 19, the first listed countries including the United States, France, China, Hong Kong, Canada, Germany, Singapore, the United Kingdom, Australia and Japan and other nine countries and regions, Does not include mainland China.

At present, China's market growth rate has surpassed the United States, in order to achieve a new breakthrough, I am afraid that the three major domestic operators will be the key, while the increase in the camp, subsidies, cut marketing costs, such as the impact of policy operators are changing, and the mainland is not the first to start, the IPhone 6 sales in China or challenged.

IPhone 6 sales in China will be hit

In the jobs era, Apple's start is always unable to find China's figure, largely related to China's laws and government policy, based on the Ministry of the mobile phone network license approval, the previous iphone in the domestic sale is accompanied by waiting and waiting, when the only way to buy or overseas purchase, Or the parallel imports that continue to wait for a long time.

It was not until 2009 that China Unicom, the domestic telecoms operator, first introduced the iphone into China, and in the next 2012 years China Telecom (Weibo) introduced the iphone 4s,2013 to the iphone 5S and 5 c. At the same time, the Chinese market is becoming more important in Apple's strategic planning,

It is understood that since 2007 Apple launched the iphone, the average iphone price has been maintained at more than 600 dollars. In addition to the excellent performance of the iphone, huge carrier subsidies in several major markets have been key, including the three major operators in the Chinese market.

According to incomplete statistics, the domestic three operators from the first introduction of the iphone to date, subsidy limit of more than 10 billion yuan. In such an important market, Apple last year put China in the first batch of countries to release.

The iphone 6 launch of China's not in the starting list makes it tempting to think that the country's policy and operator's strategic adjustment has forced Apple to adjust its previous sales strategy in China. In turn, see the three major operators in the initial booking announcement, because the mainland is not in the first list, 19th shipments of the argument is also unlikely.

The era of high carrier subsidy ends

As a result of the previous State battalion to increase the policy impact, the three major operators in terminal subsidies, marketing costs began to reduce, there are policies also required in the next 3 years to reduce the total amount of fees accumulated about 40 billion yuan.

At present, 50% of the domestic mobile phone is sold through operator subsidies, this policy will inevitably affect the rival machine manufacturers, especially for those who rely too much on operators to subsidize sales of the manufacturers have a big impact, the first Apple is the first.

According to industry sources, Apple's iphone nearly 70% is shipped through the global operators, in the domestic Apple iphone price is very high, the reason can become an arcade, but also because operators provide a large number of terminal subsidies, so that users can afford the iphone. Tencent technology earlier exposed three operators or will cancel the iphone 6 subsidy, that is no longer the introduction of the iphone 6 contract machine, are bare metal sales, Apple sales will be likely to be a major blow.

In addition, due to the rapid rise of domestic smart phones, in IPhone6 before the launch of domestic mobile phone manufacturers frequent new sniper, all will be the screen concentrated in the big screen, such as Huawei, ZTE, Cool, Vivo, Lenovo and so on. The iphone's market share is being eroded gradually in a cost-effective Chinese market. It is expected that the iphone 6, which will be listed in the second half of this year, may face unprecedented challenges at home.

4G will be a panacea

One operator told Tencent that the operator's lower subsidy would have an impact on the iphone 6, but wouldn't be drastic, since the subsidies were not all canceled, but only reduced subsidies, shifting from the conventional to refined operations.

Indeed, for Apple's iphone, which can bring high-end users and high ARPU value (monthly per user revenue) products, operators will not reduce long-term subsidies, instead of focusing on the products to attract users, ARPU value is one of the most important indicators to determine the operator's profits. Especially in the 4G development in full swing during the three major operators, the iphone brings the flow of its data transformation is an integral part of the operation.

The move may be the most positive, with China Mobile using the iphone and its relatively sophisticated 4G network to lure high-end customers to use 4G services to recapture lost users from rival China Unicom and Chinese Telecom. Although 4G users currently account for nearly 1% per cent of China Mobile's 787.3 million customers, this segment of the user will be able to bring a significant revenue in the future, and China Mobile wants to make 4G network users reach 50 million through a cost-competitive 4G data program.

It is reported that China Mobile has sold more than 12 million 4G smartphones, and plans to sell 100 million 4G smartphones before the end of the year. Chairman Xi has said most 4G users use the iphone. At the recently moved interim results Conference, Xi said the IPhone 6 would be on sale in the first batch. "In view of the mobile contribution to Apple's performance, mobile is certainly the first of the three operators of the iphone 6." "