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專欄 - 蘋果2_0

中國電信開賣蘋果iPhone

Philip Elmer-DeWitt 2012年03月14日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經營該公司。
中國電信2,850家零售店于上周五開始發售CDMA版iPhone。

上海iPhone 4S發售啟動儀式。圖片:M.I.C. Gadget

????如果說中國聯通(China Unicom)是蘋果(Apple)在中國的AT&T,那么它已經作為蘋果唯一的官方運營商在中國這個世界最大的手機市場上壟斷了iPhone長達一年半之久。但是現在,中國電信(China Telecom)剛剛變成了蘋果在中國的Verizon。

????中國電信于一周前開始接受iPhone 4S預訂,截至上周五,該公司2,850家零售店開門營業之時,據稱iPhone 4S預訂量已經超過了20萬部。

????雖然中國電信只是中國第三大移動運營商(總用戶數為2.16億),但它坐擁中國最大的Wi-Fi網絡(3萬個熱點)以及3,870萬3G用戶——和中國聯通4,300萬3G用戶數旗鼓相當。

????中國最大的運營商中國移動(China Mobile,6億用戶)已和蘋果談判多年,期待能夠銷售LTE版iPhone,時間可能會定在今年晚些時候。中國移動用戶對蘋果iPhone極為熱衷,他們不惜在落后的2G網絡中使用來自黑市的iPhone,據稱數量已經超過了1,500萬。

????If China Unicom (CHU) is the AT&T of China, having enjoyed an 18-month monopoly as Apple's (AAPL) only official iPhone carrier in the world's largest mobile phone market, then China Telecom (CHA) just became its Verizon.

????The carrier began taking orders for the iPhone 4S a week ago, and by the time doors opened Friday at China Telecom's 2,850 retail outlets, pre-sales had reportedly passed 200,000.

????It may be the country's No. 3 mobile operator (total subscribers: 216 million), but China Telecom has the largest Wi-Fi network (30,000 hot spots) and 38.7 million 3G subscribers -- nearly as many as China Unicom's 43 million.

????China Mobile (CHL), the country's largest carrier (600 million subscribers) has been talking to Apple for years and is expected to start selling the iPhone when an LTE version arrives, probably later this year. Meanwhile, so eager are its customers to get their hands on Apple's pocket computer that more than 15 million are using gray market iPhones on China Mobile's sluggish 2G network.

2012年1月,北京蘋果專賣店外的洶涌人流。圖片:李峰/ Getty Images

????整個中國都患上了“蘋果狂熱癥”,今年1月,iPhone 4S發售時引來的洶涌人潮已充分說明這一點。摩根士丹利(Morgan Stanley)分析師凱蒂?休伯蒂預測,等到中國三大移動運營商全部都開始銷售iPhone后,iPhone銷量在中國或將迅速攀至每年4,000萬部。

????相較之下,蘋果2011財年全球iPhone的銷量也只有7,230萬部。

????譯者:項航

????China has caught Apple fever, as the massive crowds that gathered for January's iPhone 4S launch made clear. Morgan Stanley's Katy Huberty estimates that when the device is available from all three mobile carriers, sales in the country will quickly reach 40 million a year.?

????To put that number in context, Apple's worldwide iPhone sales in fiscal 2011 were 72.3 million.

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