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	<title>Comments on: Analyst: China Mobile still an iPhone contender</title>
	<atom:link href="http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/feed/" rel="self" type="application/rss+xml" />
	<link>http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/</link>
	<description>Fortune&#039;s tech team offers analysis and perspective on the world’s most important developments.</description>
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		<title>By: Dan Butterfield</title>
		<link>http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/#comment-26656</link>
		<dc:creator>Dan Butterfield</dc:creator>
		<pubDate>Tue, 07 Jul 2009 04:10:19 +0000</pubDate>
		<guid isPermaLink="false">http://apple20.blogs.fortune.cnn.com/?p=8073#comment-26656</guid>
		<description>Control of wireless value added services (WVAS) is the biggest obstacle to an iPhone deal with China Mobile (Both Apple and China Mobile want to control WVAS). However, 478 million subscribers is a tempting carrot to waive in front of Apple. If Apple were to build a low cost (low priced) 2G only model for China Mobile, this would not directly threaten the value proposition of the iPhone 3GS (for higher end users), which appears to be on track as a “3G exclusive” for China Unicom.



If there is still hope for a near-term (2009/10) iPhone deal with China Mobile, then it would most likely be for an EDGE 2G only version of iPhone (NOT TD-SCDMA).



No matter the future of TD-SCDMA, China Mobile will maintain their EDGE 2G network, which has broad coverage and a clear signal throughout major urban zones in China. In my view EDGE 2G could be the bridge between Apple and China Mobile. There are hundreds of millions of low-salaried wireless consumers in China who aspire to iPhone. Many have in fact already purchased cheap Shanzhai (iClone) knock-offs. But Shanzhai iPhones are not reliable and quickly become landfill. A low-priced “real” Apple iPhone running EDGE 2G only, might sell by the tens of millions.



More background &gt; http://iphonasia.com/?p=5762</description>
		<content:encoded><![CDATA[<p>Control of wireless value added services (WVAS) is the biggest obstacle to an iPhone deal with China Mobile (Both Apple and China Mobile want to control WVAS). However, 478 million subscribers is a tempting carrot to waive in front of Apple. If Apple were to build a low cost (low priced) 2G only model for China Mobile, this would not directly threaten the value proposition of the iPhone 3GS (for higher end users), which appears to be on track as a “3G exclusive” for China Unicom.</p>
<p>If there is still hope for a near-term (2009/10) iPhone deal with China Mobile, then it would most likely be for an EDGE 2G only version of iPhone (NOT TD-SCDMA).</p>
<p>No matter the future of TD-SCDMA, China Mobile will maintain their EDGE 2G network, which has broad coverage and a clear signal throughout major urban zones in China. In my view EDGE 2G could be the bridge between Apple and China Mobile. There are hundreds of millions of low-salaried wireless consumers in China who aspire to iPhone. Many have in fact already purchased cheap Shanzhai (iClone) knock-offs. But Shanzhai iPhones are not reliable and quickly become landfill. A low-priced “real” Apple iPhone running EDGE 2G only, might sell by the tens of millions.</p>
<p>More background &gt; <a href="http://iphonasia.com/?p=5762" rel="nofollow">http://iphonasia.com/?p=5762</a></p>
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		<title>By: elllroy, berlin, germany</title>
		<link>http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/#comment-26655</link>
		<dc:creator>elllroy, berlin, germany</dc:creator>
		<pubDate>Mon, 06 Jul 2009 22:25:24 +0000</pubDate>
		<guid isPermaLink="false">http://apple20.blogs.fortune.cnn.com/?p=8073#comment-26655</guid>
		<description>what an awful job. thinking all day about how you can justify your existence when you know that your &quot;industry and supply chain sources&quot; only exist in your imagination and as alway and &quot;as expected, details are hard to come by&quot;, trying to pull &quot;data points&quot; out of your hat like &quot;china unicom is hungrier&quot;. i pity you, mr. wu.</description>
		<content:encoded><![CDATA[<p>what an awful job. thinking all day about how you can justify your existence when you know that your &#034;industry and supply chain sources&#034; only exist in your imagination and as alway and &#034;as expected, details are hard to come by&#034;, trying to pull &#034;data points&#034; out of your hat like &#034;china unicom is hungrier&#034;. i pity you, mr. wu.</p>
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		<title>By: KenC, Gardiner, Maine</title>
		<link>http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/#comment-26654</link>
		<dc:creator>KenC, Gardiner, Maine</dc:creator>
		<pubDate>Mon, 06 Jul 2009 20:40:23 +0000</pubDate>
		<guid isPermaLink="false">http://apple20.blogs.fortune.cnn.com/?p=8073#comment-26654</guid>
		<description>Wow, sometimes I just cringe when Shaw Wu speaks. On his points:



&lt;&gt; Uhm, yeah! Duh! BTW, it&#039;s useless to compare pay-as-you go numbers when Shaw should be comparing actual postpaid subscriber figures.



&lt;&gt; Shaw makes it sound as if the carriers CHOSE their protocols. They did not. The Chinese Ministry that controls this part of industry assigned the TDSCDMA to China Mobile and WCDMA to Unicom.



&lt;&gt; What? He heard this? This is public information not some insider stuff. Yes, HK&#039;s Hutchinson Telecom sells unsubsidized iPhones in HK.



&lt;&gt; This is just embarassing. With a name like Shaw Wu, you&#039;d think the guy has never been to China. Yes, the Chinese are more used to paying more since they buy unsubsidized handsets. I believe I read that up to 25% of Chinese handsets are sold at around $500.



Honestly, I was shocked at the prices when I went into a China Mobile store when I&#039;ve been to China. I expected cheap prices, but found unsubsidized ones.



Cellphones in China are their do-it-all device. They don&#039;t buy laptops to use with LANs or wifi, they buy cellphones. A smartphone that can email, text msg, play music, surf the internet is a real winner.</description>
		<content:encoded><![CDATA[<p>Wow, sometimes I just cringe when Shaw Wu speaks. On his points:</p>
<p>&lt;&gt; Uhm, yeah! Duh! BTW, it&#039;s useless to compare pay-as-you go numbers when Shaw should be comparing actual postpaid subscriber figures.</p>
<p>&lt;&gt; Shaw makes it sound as if the carriers CHOSE their protocols. They did not. The Chinese Ministry that controls this part of industry assigned the TDSCDMA to China Mobile and WCDMA to Unicom.</p>
<p>&lt;&gt; What? He heard this? This is public information not some insider stuff. Yes, HK&#039;s Hutchinson Telecom sells unsubsidized iPhones in HK.</p>
<p>&lt;&gt; This is just embarassing. With a name like Shaw Wu, you&#039;d think the guy has never been to China. Yes, the Chinese are more used to paying more since they buy unsubsidized handsets. I believe I read that up to 25% of Chinese handsets are sold at around $500.</p>
<p>Honestly, I was shocked at the prices when I went into a China Mobile store when I&#039;ve been to China. I expected cheap prices, but found unsubsidized ones.</p>
<p>Cellphones in China are their do-it-all device. They don&#039;t buy laptops to use with LANs or wifi, they buy cellphones. A smartphone that can email, text msg, play music, surf the internet is a real winner.</p>
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		<title>By: MK - Bmore, MD</title>
		<link>http://brainstormtech.blogs.fortune.cnn.com/2009/07/06/analyst-china-mobile-still-an-iphone-contender/#comment-26653</link>
		<dc:creator>MK - Bmore, MD</dc:creator>
		<pubDate>Mon, 06 Jul 2009 18:05:30 +0000</pubDate>
		<guid isPermaLink="false">http://apple20.blogs.fortune.cnn.com/?p=8073#comment-26653</guid>
		<description>Have there been any analyses of demand in China for the iPhone? Any details would be appreciated.</description>
		<content:encoded><![CDATA[<p>Have there been any analyses of demand in China for the iPhone? Any details would be appreciated.</p>
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