China Mobile Secretary: Negotiations with Apple have not yet reached an agreement

Apple has already brought the "catching" effect of carp to the extreme.

On June 23rd, Apple COO Tim Cook appeared on China Mobile. A very ordinary day-to-day high-level visit was an extremely worthwhile experience as the new iPhone release time approached.

For China Unicom (hereinafter referred to as “China Unicom”), which has been under pressure from the decline in performance, and China Telecom (hereinafter referred to as “telecom”), which has been enthusiasm for introducing the CDMA version of the iPhone, this situation is a matter of course, but it is awkward.

This high-level visit also marked the determination of the Apple Army to penetrate the three major operators in the country, and a good show of three players was opened.

Every thought

Regarding Cook's visit to China Mobile, Sha Yuejia, vice president of China Mobile, did not face up to answer the "China Business" reporter. However, according to an insider from China Mobile, the time of Cook’s visit was brief, and he only met with Wang Jianzhou, the top leader of China Mobile, but did not discuss the details of cooperation.

Tim Cook is Apple's chief operating officer and he performs CEO duties during Jobs's sick leave. Earlier media reports said that if Jobs does not return after the third sick leave, Tim Cook may replace Steve Jobs as Apple's CEO.

In fact, Apple's attitude towards mobile has always been a "hero hero." Due to the different product standards involved, the Apple iPhone currently only supports Unicom and Telecom's 3G standard products, and does not support China Mobile's TD-SCDMA 3G network. The mobile phone product, this cooperation is doomed from the beginning.

Informed sources revealed that mobile 3G network is the weakest among the three major operators. Mobile has significantly reduced its investment in 3G networks since last year, but has invested most of its cost and effort in TD-LTE, which is the construction of 4G networks. It is reported that Beijing's mobile 4G experiment network has been laid out.

It now appears that the move has drawn lessons from the lack of negotiation conditions when we met with Jobs last time. Sitting on the largest 4G network in the country, once Apple introduced 4G terminals, it was stressed that Steve Jobs wouldn’t give up again.

Among the three major operators that have partnered with Apple, China Unicom is currently "out of business." It is reported that after Cook completed his trip, he also visited Unicom's top management. "Compared to the initial cooperation intention with mobile, Apple and China Unicom's negotiations are more operative," said Liu Yuan, an analyst at CCID Consulting.

However, China Unicom and Apple's cooperation on the iPhone 4 is paying a huge cost.

Although China Unicom's cooperation agreement with Apple has been closely guarded, there are rumors that China Unicom spent 10 billion yuan to purchase 2,000 WCDMA iPhones from Apple at a price of 2,000 yuan per unit. Some brokers also said that China Unicom purchases iPhones from Apple at a bare-metal price of 3,000 yuan. Each year, it guarantees sales of 1 million to 2 million, and purchases of not less than 5 billion yuan. However, Unicom officials did not explain this.

According to the 2010 Unicom results report, China Unicom reported revenue of 171.3 billion yuan in 2010, an increase of 11.3% year-on-year, but net profit was only 3.85 billion yuan, which was 3.2% for China Mobile, which was a decrease of 59.7% year-on-year, breaking the historical record.

"China Unicom will not give up its cooperation with Apple." Liu Yuan believes. Unicom knew that if it wanted to upgrade its own high-end users, it would be best to cooperate with the most influential mobile terminal manufacturers on the market.

Compared with China Unicom and China Mobile, the cooperation between China Telecom and Apple is a slow-moving type. First, the news of the introduction of the CDMA version of the iPhone4 was released with great fanfare, and it was confirmed that Guangdong Telecom already provided the service of burning numbers (the integrated technology of the CDMA version of the iPhone4, which was used to record user number information into the mobile phone), but the final result It's all gone. "Telecom will definitely launch the iPhone, but it will not be the iPhone 4." A person familiar with China Telecom told reporters.

In fact, Telecom was indeed ready to push the CDMA version of the iPhone4. As the next-generation iPhone will soon be available, Telecom hopes to launch the next-generation iPhone at the same time as other operators, and will compete in full scale.

Xiang Xianggang, CEO of Feixiang.com believes that it is a good thing for Apple to cooperate with all three major operators. It is a good choice for consumers and there is competition for operators. Of course, there is no need for operators to hang on the Apple tree. There are many excellent mobile phone manufacturers that can cooperate.

On June 29th, Motorola has cooperated with China Mobile to launch the world’s first joint logo application store, MM-Smartware Park. Motorola also released the first dual-core TD smartphone.

“Our relationship with China Mobile is very good. In the future, we will certainly maintain cooperation with China Mobile in 3G or other terminal technologies.” Motorola CEO Sanjay Jaya told the reporter.

iPhone5 fog

The listing date of Apple's Gods as "iPhone5" has been first issued by a certified user named "China Mobile Liu Yang" on Sina Weibo. The news said: "China Mobile will introduce the iPhone 5 in September this year."

On June 27th, TechCrunch, a US technology blog site, made predictions about Apple's upcoming iPhone products this fall. The commentary said that Apple will launch two iPhone products: the mini-iPhone and iPhone 5, which are cheap versions, to further expand the market share of the iPhone series and effectively cope with the challenges of the Android system.

However, the market is still filled with another news: Apple's next iPhone is an upgraded version of the iPhone 4, called "iPhone4S", and some people call it "iPhone5".

Of course, regardless of whether the code name "4S" or "5" is speculated by the outside world based on Apple's previous product models, according to Apple's usual style, all the details are only unknown until the release date.

According to Bloomberg News, Reuters and other media disclosure, iPhone4S will be officially released in September this year, a source disclosed that Foxconn factory has begun production of iPhone4S. Peter Misek, an analyst at brokerage Jeffries & Co, believes that the iPhone 4S may be a CDMA and GSM dual-mode machine, and the new operator will include Sprint, T-Mobile and China Mobile.

However, the analyst also said that the iPhone4S "will only have a slight change in appearance, while integrating a better camera, A5 dual-core processor, and support for HSPA ("4G" standard network)." So far, there is no information that the new iPhone will support TD-SCDMA, China Mobile can only be introduced as a 2G mobile phone.

Of course, for Apple and mobile, there are two possibilities in the cooperation of the iPhone: the introduction of the upcoming iPhone 4S and the introduction of the TD-LTE (domestic 4G standard) version of the iPhone, the former is imminent, the latter is nowhere in sight.

Huang Gelan, a director of China Mobile, told a reporter from the China Business News that negotiations with Apple have continued, and no agreement has yet been reached.

Brian White, an analyst at Ticonderoga Securities in the United States, said that cooperation with mobile is the best time for Apple to release a mini-iPhone (an inexpensive iPhone that reduces hardware costs). This conjecture comes from a dialogue between Tim Cook and analysts earlier this year. Cook said that Apple does not want its products to "serve only the rich", although it does not dominate the prepaid market, but Apple Will not give up any market. "Mini-iPhone" and "pre-paid" are considered to be the means by which Apple may expand the market of developing countries through low-cost models.

China's Operators and Apple Game History

● Wang Jianzhou, chairman of China Mobile in November 2007, stated that China Mobile is negotiating with Apple to introduce the iPhone. However, China Mobile does not agree with the mode of profit sharing between mobile phone manufacturers and mobile operators.

● In March 2010, Wang Jianzhou once again talked about the progress of the negotiations between China Mobile and Apple: China Mobile is still negotiating with Apple on the introduction of the iPhone, but implanting the domestically developed 3G technology TD-SCDMA into the iPhone is a difficult point in the negotiations.

● In September 2010, China Unicom began selling iPhone 4 handsets with a subscription package.

● The performance report released by China Unicom in April 2011 showed that China Unicom's profit fell by 59.7% year-on-year in 2010. In the first quarter of 2011, its 3G terminal sales lost 1.9 billion yuan, an increase of 1.8 billion yuan year-on-year.

● In June 2011, Apple's Chief Operating Officer (COO) Tim Cook visited China Mobile and China Unicom's headquarters, rumored that China Mobile and China Telecom will start selling iPhones in September.

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