2011年6月17日星期五

cheap fivefingers China Unicom end of the tactical changes: disq? Added iPhone Android

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Perhaps it is a disgrace to reverse time.
15. June older mobile national contractor told us that from mid-May, China Unicom, Samsung, Motorola, Sony Ericsson and Android phones with a variety of channels, including telephone numbers to continue the agreement, including the depth of the tripartite cooperation.
There is no doubt that China Unicom (600050.SH) is a field that began in 2008 with 3G and the restructuring of the telecommunications sector in the name of "spreading wealth" campaign, the biggest beneficiary is the happiest, most painful tangle of complex life.
During the past year, using the iPhone 3G successfully image "to get rid of," and China Unicom, the harvest abundant 3G users, but also not a small price: the first quarter of this year, China Unicom down the results still do not stop the trend of a net profit 048 million yuan, a substantial decline from the previous year 86.93%, while its performance is still the biggest iPhone's huge subsidies (in the first quarter, sales of 3G terminal loss of 19 billion yuan, increased by 1.8 billion yuan loss).
This is the first year of 3G in China since 2008, Unicom, the fourth "增量不增收" as the beginning of the year.
Mobile Channel believe that China Unicom is going through a "tactical change" that in the past Unicom 70% of the energy used in the iPhone, which does not have an economic future is one thing, cheaper ripe for the Android phone, China Unicom to use the product more economical, a wider range of products to reduce the share of the subsidized sales .
Rotten Apple
From a market share of the lowest users of long-term focus on low-end consumer shift to 3G users are third in the world, and users of high-quality image, Unicom, only two years. If it is a magical transformation of apple bird, because it will be a new round of restructuring of China Telecom, China Unicom provides a natural advantage - WCDMA terminal product online commercial maturity.
iPhone leg is the opportunity to force China Unicom, the use of the "old nobility" China Mobile's TD-SCDMA LTE is the evolution of jet lag, Unicom fertile heavily subsidized 3G iPhone users, the successful implementation of 3G high-end users of the case. As of April 30 May this year, China has about 70 million 3G users, remove the data card users, China Unicom to connect only one third of the world situation (20.35 million), and successfully kidnapped by a significant number of the highest gold content of the users (including some of China Mobile's GSM users).
This is all thanks to China Unicom, "the initial capital to build the brand" strategy: China's 3G launch throughout China Unicom's revenues 152 764 000 000 in 2008 at 176.168 billion yuan last year, but at the same time, the net result has been a decrease in 2008-19741 billion yuan, 3.137 billion yuan in 2009, 1.228 billion yuan in 2010.
The cost of subsidies for iPhone is due to China Unicom, "Wang Ding does not bring prosperity," an important reason. In 2010, for example, China Unicom's 3G terminal in the loss of up to 3.17 billion yuan in sales, most of which is invested in the iPhone.
Shenzhen Unicom believes that the development of China Unicom in the first phase of the iPhone 3G breakthrough success of this strategy, or Unicom, is not such a short time to create a fertile 3G high-end brand image and win as many high-end users "window of opportunity for market, a weak position in the 2G era of limited relationship Unicom. "
However, the future development of China Unicom has encountered a turning point. "The second phase of China Unicom can not simply use a small amount of high-end mobile phone users to develop, to develop a broader high-end users, including the development of low-end users, we should opt for more phone models." Shenzhen Unicom told journalists in addition to pressure on operating profit, 3G users are also users of China Unicom moved to the Android distribution trends in motivation to lie.
"The iPhone is so openly, that the growth potential of the Android development is very fast, but also an open, almost all manufacturers are involved." Previously, the telephone channel, said that China Unicom is to unite the industry, but also to attract more mobile makers and channel vendors.
Android support policy
The aforementioned contractor for a newspaper, said China Mobile, China Unicom began in May nationwide sales channel agreements with large subsidies to promote the Android phone, the approach is that you bind two monthly 226 yuan package, you can enjoy for free shopping engine concessions or any metal surface by adding a variety of options to purchase the package, China Unicom, 50% yield. Also the state contractor's performance of financial compensation. "These practices have not before." The person said.
Shenzhen, China Unicom sources, only 5 one-month agreements with China Unicom and national contractors phone numbers to share sales, the country was ranked the top three mobile phone Nokia C7, music phone, the MOTO ME525, when two of the Android mobile phones, the lowest monthly sales in a single model than 80,000
According to the reporter, currently only in Guangdong for closer cooperation with China Unicom, the channel is a continuous wave in Shenzhen, telling, Guangdong, Dongguan, Guangdong Long Jietong and other mobile phone chain.
Integration of social channels, the development of more universal models for 3G users, but also the target of the second half of 2011, China Unicom. Apparently, this could begin to facilitate the cost pressures. National Contractors Suppliers only T account, "behind the Android operating system-dozen heavyweights in support of these companies have relatively strong public-channel, multi-vendor 3G users on the one hand involved in making products enriched with Unicom, and other the other hand, subsidies are reduced."
On the other hand, the relative pricing of "civilian" Android phone is also conducive to China Unicom's original low-end users "pull into" the 3G camp, after all, stock 2G Unicom has 160 million users.
A mixture of chain: competing operators
Mobile Phone Manufacturers + channel + operator, which is the 3G era, the chain of new communications ecosystem.
The above-mentioned mobile senior national contractor told me that his company has faced this year, the overall change in strategy, operating a 3G smartphone, tilt the first half of the year approved the "Brokeback" activities, large-scale purification of stock 2G phone. He said the judge, the 3G era, players occupying the core value chain, using the channel will be the next player in the key to winning.
"The 3G era of product sales are included in the operator's policy to support them, the future of mobile phone sales have more than one third is sold by means of subsidies." Thus, he predicted, a national contractor, the latest in 2012 through a contract mobile phone operator's share of the sales share of the sales will increase from 40% -50%.

"As the days of such a small word why the decrease in brand mobile phone manufacturers, because it is greater than 30% over the implementation of the compensation channel model unsustainable, because the quality of his cell phone user's experience can not go on the 3G era." National Party, who said that the current industry average of 8% -12% of the channels with low channel discount will pose a challenge to mobile phone, "the country can only survive in the next 10 or so of the contractors, agents, and less area."
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