China telecom will be on March 9 in mainland China sales telecom version of the iPhone 4 S, when telecom version, China unicom mobile phone will keep apple version. Industry analysts say, the telecom and apple's shareholders, will change the present in the terminal to the peculiarity of China unicom advantage, in the three largest operators in the pattern of competition nutrition subtle.
The impact of unicom not small
According to information, telecom version of the iPhone 4 S may for machine card separation, if use in the mainland only support CDMA network overseas, the priority when roaming CDMA network, if not CDMA network, can roam to WCDMA or the GSM network. At the same time, telecom also released iPhone 4 S subsidies, and allied of subsidies is approximately the same.
For telecom into apple mobile phone, communication industry generally cautious attitude observation. "The move will inevitably to unicom telecom has certain effects on, later on 3 G field, the terminal advantage may be unicom closer." Senior communications industry research scholar ShenJiang baby said, "but this is only expected to see the telecom, and later the development strategy and the market reaction."
According to information, by the end of January, unicom 3 G users for a total of 43.07 million, telecom 3 G subscribers of have also reached 38.7 million, both differ is not big. This industry experts say, telecom and unicom 3 G field in the focus of competition is the number of users and ARPU value, from now to see, both the gap is not big, but telecom 3 G terminal for more homebred brand, the iPhone with unicom mobile phone series star not small gap.
In fact, on the 3 G field, China unicom (the Po) not only has the advantages of terminal and customer number, and communication systems advantage. "Unicom has the world's largest area of coverage WCDMA communication format, telecom's CDMA system is limited to Europe, so many in the international business development and the cultivation of the domestic market and the difference." An industry analyst told reporters.
Mobile Internet acceptance
Although domestic operators in information communication field competition becomes increasingly fierce, but China mobile still rank "head seat". The data show that by the end of this year in January, China mobile users a total of 655 million, 3 G users to 53.942 million, the number is still ahead in two other.
"China mobile introduced apple failed, the have a lot of energy on that sustain existing users, launched a lot of discount package policy, now customer number unabated, lead and expand the signs." The analyst says, "a very good evidence is XieHaoZhuanWang experimental died."
ShenJiang baby said, compared with mobile, telecom and unicom in addition to the above advantages beyond, the most important is the whole business advantage, two are the foundation JieRuShang broadband, and the movement is mobile telecommunications service provider. Although so far, China mobile field in 3 G with telecom, unicom, there is still a gap, however, mobile is active layout 4 G nets experiment and the wireless local area network (WiFi), has been in a long term plan development strategy.
Industry experts say, three operating companies in the competition is not limited to this, the rapid development of the mobile Internet for three enterprise to bring the trough of data flow of income, perhaps in the future this is the "big three" competition main position. Analysys international (the Po) analysts SunPeiLin figures released yesterday, according to a report by the fourth quarter of 2011, China mobile Internet user scale is up to 431 million, the size of the market of 25.18 billion yuan, the size of the market last year reached 86.22 billion yuan.
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