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Monday, Apple shares suddenly fell $ 25, down 4.15%, this is the downward momentum for Apple's stock price since April 10, the fifth consecutive trading days. Days of decline makes Apple's market value of the instantaneous evaporation of nearly 60 billion yuan, can be considered a small blow for a flourishing apple. However, this may be a start due to the high subsidies on the iPhone significantly eroded the profits of the operators, some operators have begun to take measures to address it, including user service charges and to extend the contract period, and these are taking place The new changes will become a stumbling block to continued selling the Apple iPhone.
Part of the operators in the elimination of subsidies
Apple's U.S. partner Verizon Wireless said last week that they will upgrade to a new mobile phone users to receive a $ 30 fee. In this regard, the U.S. equity trading and brokerage service providers BTIG LLC, analyst Walter Pi Sike believe that the move shows that mobile phone service provider may be taken include reducing subsidies and other measures to prevent its iPhone profit margin erosion.
In fact, handset subsidies, especially subsidies on the iPhone really has become the operators can not afford the weight. It is understood that the United States currently provides three operators of the iPhone contract sales plans of AT & T, Verizon and Sprint to provide direct subsidy for each iPhone is about $ 450, while in 2011, the three operators' operational report card is a net loss of $ 66.8 billion, respectively dollars and a net loss of $ 2.02 billion and a net loss of $ 1.3 billion, the iPhone sold more often they lose more to say that this is an awkward reality.
Even in the domestic, the iPhone's first operator partners China Unicom in 2011 to pay for the 3G mobile phone subsidy costs up to $ 5.6 billion, which the iPhone "contribution". , China Unicom launched last year iPhone contract plans of the three-year period, while the biennial zero iPhone purchase packages to raise the threshold to 386 yuan, apparently in order to reduce the subsidy cost. This practice has also been introduced this year, the iPhone 4S China Telecom reference can be seen in terms of subsidies pressure quite agree.
iPhone dominant firm still capable of?
In addition to enhance the monthly fees and extended contract program length, operators through other means at the same time leveraging the lift iPhone brand power try to get rid of the over-reliance on the iPhone. China Telecom, for example, in March this year the introduction of the iPhone 4S rapidly after the introduction of Nokia the Lumia 800C, also launched the flagship model of the Samsung Galaxy Note Telecom version and i929, etc. to balance the layout of the high-end products. China Unicom from the beginning of the year in the great input of thousands of intelligent machines, efforts outside the United Nations many vendors pushing 4 inches screen, 1GHz processor, the standard concept of "thousands of intelligent machines, active for the iPhone 4S marketing, but a decrease.
"There's reason is very simple, traditional handset manufacturers have great respect for the operators, but Apple will have a tough stance, not only the product not the depth of customization, but also in pricing, promotion, are strictly controlled, which makes the operator is also quite passive Guangdong Telecom, a certain senior told reporters, but he also said the iPhone brand influence is still strong, so the operators can not give up.
Should be noted that with the rise of strong brands such as Samsung, Apple iPhone's dominance is being shaken. The latest statistics show that Samsung's smart phone sales will reach 37 million in the first quarter of this year, Apple iPhone, only 31 million, Samsung smart phone market leader position is gradually consolidate, this is under the leadership of Tim Cook Apple needs to address. |
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