iPhone 5可能提前登陸大陸
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????上周五正值中國共產黨第十八次全國代表大會召開，中國兩大移動運營商的董事長在非正式會議期間接受采訪時都表示，他們公司推出蘋果（Apple）iPhone 5的時間可能會比此前預計的早。 ????中國電信（China Telecom）董事長王曉初向《華爾街日報》（Wall Street Journal）表示，該公司最晚將于12月初推出iPhone 5。 ????中國聯通（China Unicom）董事長常小兵則意識到目前仍有一道監管障礙需要跨越，他對《華爾街日報》的回答更謹慎：“我們希望在今年推出iPhone 5，但我說的不管用。” ????蘋果公司首席執行官蒂姆·庫克在公司10月份的電話會議上曾表示，預計iPhone 5將在今年年底前登陸中國。如果iPhone 5真的能在11月底、或12月初登陸全球最大的手機市場——中國，蘋果2013年第一財季的營收將有望獲得大幅提升。 ????與此同時，加拿大皇家銀行（RBC Capital）分析師阿米特·德萊納里在一份報告中還為客戶分析了一種情況：如果蘋果最終與中國移動市場的“老大”、擁有6.99億用戶的世界第一大移動運營商——中國移動達成協議，可能會造成怎樣的影響。德萊納里預計，蘋果與中國移動有望于2013年最終達成協議，甚至可能在今年的中國農歷新年之前。他寫道：“假設iPhone在3G用戶中的市場滲透率為13%，我們估算與中國移動的合作會使蘋果的年度每股收益增加約3美元，或者說推動它的股價上漲45美元。” ????譯者：項航 |
????In remarks made Friday on the sidelines of the Chinese Communist Party's 18th Party Congress in Beijing the chairmen of two of the country's leading mobile carriers indicated that they may be selling Apple's (AAPL) iPhone 5 even earlier than expected. ????China Telecom's (CHA) Wang Xiaochu told the?Wall Street Journal?that the phone should be available in early December, if not sooner. ????China Unicom's (CHU)?Chang Xiaobin, aware that there is still one more regulatory hurdle to mount, was more circumspect.?"We hope to offer it this year," he told the?Journal. "But what I say doesn't matter." ????During Apple's October conference call, CEO Tim Cook told analysts that he expected China to get the device before the end of the year. A late November or early December launch in the world's largest mobile phone market could have material effect on the company's fiscal Q1 2013 earnings. ????Meanwhile, RBC Capital's Amit?Daryanani issued a note to clients on the impact of an eventual deal with China's "800 pound gorilla": China Mobile (CHL),?with 699 million subscribers?the country's -- and the world's -- largest mobile carrier. He expects Apple and China Mobile to finally come to terms in 2013 -- perhaps even before Chinese New Year. ????"Assuming a 13% iPhone penetration rate with 3G customers," he writes, "we estimate that the addition of China Mobile would add ~$3 to Apple's annual EPS or $45 to its stock price. " |
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