朋友让我投资电影买份额 2000元迷你iPhone能让苹果中国份额翻三番

2000元迷你iPhone能让苹果中国份额翻三番  

Adding to the growing literature of sell-side analysts who think the answer to Apple's (AAPL) market valuation woes (down 35% since September) is a low-cost iPhone
ManStanley's Katy Huberty has looked at China
the world's largest smartphone market
and done the math.
She made several points in a note to clients Tuesday that struck me as new:
Contrary to the consensus view -- which assumes that smartphones in China will only get cheaper -- she cites research showing that the average selling price stablized last yearand has actually started to increase as Chinese users trade up to higher-quality smartphones.
人们大多认为，中国的智能手机只会越来越便宜。与此相反，她援引一些研究结果，表明去年中国智能手机的平均售价趋于稳定。同时随着中国用户开始购买品质更好的智能手机，售价实际上已开始走高。
That Apple could launch a 2
000 yuan ($330) iPhone mini and be petitive with flagship products from Lenovo
Huawei
ZTE and Coolpad.
That even at a lower profit margin (say
40%) and a 1/3 cannibalization rate (i.e. customers buy one third fewer full-priced iPhones)
the cheaper iPhone would increase Apple'srevenue and gross profits (see her spreadsheet above).
That an iPhone mini and a LTE license from the Chinese government this year or next could finally persuade China Mobile (CHL)
with 700 million subscribers
to cut a deal with Apple.
If all this es to pass
Huberty estimates that Apple's addressable smartphone market in China
which had dwindled to 10%
could triple to nearly 30%.
This assumes
of course
that Apple can find a way to build a $330 iPhone with cheaper parts
a slower processor
a lower resolution screen and perhaps a plastic body
thatisn't
in the phrase Tim Cook used at a Goldman Sachs conference last week
"a crappy product."