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專欄 - 蘋果2_0

中國(guó)電信開賣蘋果iPhone

Philip Elmer-DeWitt 2012年03月14日

蘋果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)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(rèn)為,,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事,。聽他的應(yīng)該沒錯(cuò)。要知道,,他自從1982年就開始報(bào)道蘋果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
中國(guó)電信2,850家零售店于上周五開始發(fā)售CDMA版iPhone,。

上海iPhone 4S發(fā)售啟動(dòng)儀式。圖片:M.I.C. Gadget

????如果說中國(guó)聯(lián)通(China Unicom)是蘋果(Apple)在中國(guó)的AT&T,,那么它已經(jīng)作為蘋果唯一的官方運(yùn)營(yíng)商在中國(guó)這個(gè)世界最大的手機(jī)市場(chǎng)上壟斷了iPhone長(zhǎng)達(dá)一年半之久,。但是現(xiàn)在,中國(guó)電信(China Telecom)剛剛變成了蘋果在中國(guó)的Verizon,。

????中國(guó)電信于一周前開始接受iPhone 4S預(yù)訂,,截至上周五,該公司2,850家零售店開門營(yíng)業(yè)之時(shí),,據(jù)稱iPhone 4S預(yù)訂量已經(jīng)超過了20萬部,。

????雖然中國(guó)電信只是中國(guó)第三大移動(dòng)運(yùn)營(yíng)商(總用戶數(shù)為2.16億),但它坐擁中國(guó)最大的Wi-Fi網(wǎng)絡(luò)(3萬個(gè)熱點(diǎn))以及3,870萬3G用戶——和中國(guó)聯(lián)通4,300萬3G用戶數(shù)旗鼓相當(dāng),。

????中國(guó)最大的運(yùn)營(yíng)商中國(guó)移動(dòng)(China Mobile,,6億用戶)已和蘋果談判多年,期待能夠銷售LTE版iPhone,時(shí)間可能會(huì)定在今年晚些時(shí)候,。中國(guó)移動(dòng)用戶對(duì)蘋果iPhone極為熱衷,,他們不惜在落后的2G網(wǎng)絡(luò)中使用來自黑市的iPhone,據(jù)稱數(shù)量已經(jīng)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(gè)中國(guó)都患上了“蘋果狂熱癥”,,今年1月,,iPhone 4S發(fā)售時(shí)引來的洶涌人潮已充分說明這一點(diǎn)。摩根士丹利(Morgan Stanley)分析師凱蒂?休伯蒂預(yù)測(cè),,等到中國(guó)三大移動(dòng)運(yùn)營(yíng)商全部都開始銷售iPhone后,,iPhone銷量在中國(guó)或?qū)⒀杆倥手撩磕?,000萬部。

????相較之下,,蘋果2011財(cái)年全球iPhone的銷量也只有7,230萬部,。

????譯者:項(xiàng)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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