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專欄 - 蘋(píng)果2_0

蘋(píng)果CEO“庫(kù)克船長(zhǎng)”神秘訪華

 Philip Elmer-DeWitt 2012年03月28日

蘋(píng)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?chē)且黄艾F(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,就會(huì)相信他所說(shuō)的話。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿缽滿。不過(guò),Elmer-DeWitt認(rèn)為,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò)。要知道,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司。
蒂姆?庫(kù)克飛到北京可不光是為了到蘋(píng)果門(mén)店與顧客們合影

庫(kù)克在北京。圖片來(lái)源:weibo.com

????多虧一位反應(yīng)快的顧客認(rèn)出了蘋(píng)果(Apple)首席執(zhí)行官蒂姆?庫(kù)克,抓拍了若干照片,并將其發(fā)布到新浪微博上,我們才在周一得知庫(kù)克到了北京,并至少在京逗留了若干小時(shí)。

????我們先不去分析蘋(píng)果首席執(zhí)行官踏足全球最大的iOS設(shè)備市場(chǎng)(史蒂夫?喬布斯顯然從未這么做)的象征意義,先來(lái)看看庫(kù)克到北京到底有何貴干?

????蘋(píng)果在中國(guó)的公關(guān)代表稱,庫(kù)克“與中國(guó)官方相談甚歡。”

????中國(guó)媒體給庫(kù)克取了個(gè)綽號(hào)叫“庫(kù)克船長(zhǎng)”,我們不妨設(shè)想,庫(kù)克與中國(guó)高層官員的會(huì)晤有可能會(huì)推動(dòng)一系列問(wèn)題。其中包括:

????? 磋商已久,但一直懸而未決的合作,即通過(guò)中國(guó)移動(dòng)(China Mobile)出售iPhone。中國(guó)移動(dòng)是世界最大的手機(jī)運(yùn)營(yíng)商,擁有6.65億手機(jī)用戶。

????? 蘋(píng)果零售店的開(kāi)店速度慢于預(yù)期,目前數(shù)目?jī)H為6家,遠(yuǎn)未達(dá)到2010年設(shè)定的、本應(yīng)在上個(gè)月就已經(jīng)實(shí)現(xiàn)的目標(biāo),也就是蘋(píng)果零售店總數(shù)達(dá)到25家。

????? 蘋(píng)果一直難以駕馭中國(guó)供應(yīng)商,使其遵守蘋(píng)果的供應(yīng)商行為準(zhǔn)則,尤其是加班問(wèn)題。

????? 蘋(píng)果正與唯冠(Proview)對(duì)簿公堂,爭(zhēng)奪中國(guó)市場(chǎng)的iPad商標(biāo)所有權(quán)。雖然香港法院已表示支持蘋(píng)果,但蘋(píng)果仍難以在大陸法庭獲得它所認(rèn)為的公平申訴機(jī)會(huì)。

????庫(kù)克到中國(guó)來(lái)可不是兩手空空。蘋(píng)果年報(bào)顯示,他在2012年安排了創(chuàng)紀(jì)錄的71億元美元預(yù)算,用于投資廠房及設(shè)備,其中大部分想必會(huì)投向蘋(píng)果的亞洲供應(yīng)鏈。這些應(yīng)該使他在與中國(guó)官員的會(huì)談中掌握了一定的砝碼。

????資訊網(wǎng)站iPhonAsia.com的榮譽(yù)退休編輯丹?巴特菲爾德稱中國(guó)的工業(yè)和信息化部(Ministry of Industry and Information Technology)是關(guān)鍵癥結(jié)所在。

????巴特菲爾德寫(xiě)道:“中國(guó)工信部面臨的困境之一在于,它希望使中國(guó)三大無(wú)線運(yùn)營(yíng)商【中國(guó)移動(dòng)、中國(guó)聯(lián)通(China Unicom)以及中國(guó)電信(China Telecom)】平等競(jìng)爭(zhēng)。其中,中國(guó)移動(dòng)優(yōu)勢(shì)(相當(dāng))明顯,而工信部有意用中國(guó)“自主創(chuàng)新的”TD-SCDMA 3G(恕我直言,TD-SCDMA 3G就好比二戰(zhàn)時(shí)建造的“云杉鵝”巨型飛機(jī))制約中國(guó)移動(dòng)。另外兩家規(guī)模較小的運(yùn)營(yíng)商,即中國(guó)聯(lián)通和中國(guó)電信,則因?yàn)閾碛小笆澜鐦?biāo)準(zhǔn)”的3G網(wǎng)絡(luò)而受益。

????“問(wèn)題當(dāng)然是TD-LTE(據(jù)傳下一代iPhone將支持該標(biāo)準(zhǔn))能否幫助中國(guó)移動(dòng)擺脫TD-SCDMA的束縛。我們不妨看看是中國(guó)工信部先簽發(fā)必不可少的TD-LTE網(wǎng)絡(luò)牌照,還是蘋(píng)果先發(fā)布兼容LTE的iPhone 5,這是件很有意思的事。”

????譯者:項(xiàng)航

????Thanks to a quick-thinking customer who spotted him, snapped a couple photos and posted them on Sina Weibo, a Chinese microblogging site, we learned Monday that Apple (AAPL) CEO Tim Cook was in Beijing, at least for a few hours.

????Leaving aside the iconography of an Apple CEO setting foot in the world's largest market for iOS devices, something Steve Jobs apparently never bothered to do, what do we suppose Cook was doing there?

????According to Apple's local public relations representative, Cook had "great meetings with Chinese officials."

????We can imagine any number of issues that might benefit from high-level face-to-face meetings between Cook -- whom the Chinese press have nicknamed "Captain Cook" -- and Chinese officials. Among them:

????? The long negotiated but never consummated deal to sell iPhones through China Mobile (CHL), the world's largest cell phone carrier with 665 million mobile subscribers.

????? The slower-than anticipated roll-out of Apple Stores, which at six are nowhere near the goal of 25 that was set in 2010 and was supposed to have been reached last month.

????? The continuing difficulties Apple has had getting its Chinese suppliers to conform to the company's supplier code of conduct, particularly in regard to worker overtime.

????? Apple's ongoing legal battle with Proview over ownership of the iPad trademark in China. A Hong Kong court has sided with Apple, but the company has had a harder time getting what it sees as a fair hearing in courts on the mainland.

????Cook doesn't come to China with an empty hand. According to the company's annual report, it has budgeted an unprecedented investment of $7.1 billion for plant and equipment for 2012, much of it presumably destined for Apple's Asian supply chain. That should give him some leverage in those meetings with Chinese officials.

????Dan Butterfield, editor emeritus of iPhonAsia.com, points to China's Ministry of Industry and Information Technology as a key sticking point.

????"One dilemma for China's MIIT," he writes, "has been their desire to level out the playing field for the three major wireless carriers in China -- China Mobile, China Unicom and China Telecom. The (by far) dominant carrier is China Mobile, and the MIIT purposefully hamstrung China Mobile with their 'indigenously innovated' TD-SCDMA 3G ... which IMHO is akin to the Spruce Goose. The smaller carriers -- China Unicom and China Telecom -- have benefited via having "world standard" 3G networks.

????"The question of course is will TD-LTE [the standard the next iPhone is rumored to support] unshackle China Mobile from their TD-SCDMA bondage? It will be interesting to see which comes first, MIIT issuance of the necessary TD-LTE network license or the launch of the LTE compatible iPhone 5."

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