Apple will eventually move on China Mobile

There are indications that Apple and China Mobile will soon reach a cooperation agreement, which also means that Apple will eventually hit China Mobile as a local tyrant. Although Apple's "Tyrant Gold" iPhone5S sales are not bad, but it is not yet to reverse the decline of Apple's decline, especially in emerging markets, more and more rising stars are eroding Apple's market share and opportunities, they are mainly based on price and relative The cost-effective win. Although Apple also introduced the iPhone 5C so-called "cheap version", but as Cook said, Apple will not produce "junk products" on the grounds that the same price is not an ordinary user can be generous, unless it is still a small local tyrant, Of course, the real local tyrants are running on the iPhone 5S.

However, what if Apple had moved on to China Mobile? Isn't iPhone5C's custom contract a good market opportunity? After all, China Mobile has a large user base, and there are a large number of low-end users. Of course, its own iPhone5S is expected to be Apple's flagship product, because better premiums and profit margins are simply impossible for Apple to give up. When China Unicom has raised the contract price of the iPhone 5S Gold Edition, it is doomed that the trend of “local gold” at a certain stage will not be weakened, which is also Apple’s usual marketing tactics.

For China Mobile, Apple’s influence in the high-end market is still very large. Therefore, it is imperative to bundle up the local tyrants, especially now that Apple does not have the kind of high-spirited initiative. Therefore, the preconditions for cooperation are basically available. The posters of China Mobile and Apple have already been circulating, quietly preheating is also a signal for China Mobile in the market. However, even if it supports TD mode, China Mobile and Apple's grafting under the current model is more of a cooperation under 3G even more reliable. Or the future cooperation in LTE mode is more forward-looking.

This is also mentioned in the "exposure" poster. The iPhone using China Mobile's network will be the "most powerful iPhone" in the Chinese market and can support 3G and 4G networks. To put it plainly, China Mobile still hopes to build momentum for its own 4G network. Among the three major operators, China Mobile is most urgent in the development and license issuance of 4G. The cooperation between the largest mobile operator with more than 700 million users and any hardware manufacturer is a huge opportunity. Of course, Apple does not want to miss this opportunity. Especially when the competitive pressure on the market is getting fiercer, Apple needs to look for more. More partners to improve their market share.

If the cooperation between the two parties will bring any changes to the market? The author speculation will have the following changes:

One is that the impact on China Unicom and China Telecom will not be too great. After all, there are already many Apple users who have entered China Mobile through various channels. These users themselves are “stolen”. Of course, it does not rule out that if China Mobile gives Apple more purchase discounts, it will attract some users to enter the mid-market as signing users.

Second, how much discount will Apple give to Apple? It is believed that China Mobile will give more preferential policies to high-end users, especially early adopters of 4G, which means that users of the iPhone 5S may eventually get more “care”. For iPhone5C users, China Mobile's positioning strategy will be more critical. The amount of money you can make will determine how much of the iPhone 5C's market opportunity is.

Third, how large is China Mobile's user base for Apple? According to the current number of China Mobile’s new subscribers and China Mobile’s current global number one user group, Apple’s estimation is that it hopes to gain more support from China Mobile users. However, it is clearly not yet a peak period for replacement, unless 4G licenses are issued. After that, China Mobile's network construction can keep up with the user's experience, and the user experience is good enough to bring about a new replacement blowout.

The fourth is that China Mobile, the local tyrant, is still not Apple's absolute dominance of global smartphones and the most reliable way to rest. Because the competencies and technological evolution of rivals such as Samsung and local Chinese manufacturers have already put pressure on Apple. If Apple can not continue to introduce innovative products and technologies that can make the market brighter, the advantage of Apple in the future smart phone market will be gradually eroded.

The fifth is that the rise of local Chinese manufacturers will have a greater change in the 4G era. I remember when I was chatting with a domestic mobile phone manufacturer, I heard him say that as long as the Chinese local manufacturers really take the time to make an industry, then gradually occupying this market will become very fast. In the 4G era, everyone is on the same starting line, innovation capability becomes more balanced, and it also means more opportunities for emerging companies. As long as we can grasp the context of the market and understand the usage habits of local users, etc. May stand out in the market, in this regard, I am optimistic about the current domestic mobile phone manufacturers market opportunities. Just like the success of TV, CD players, white goods and other markets.