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Posts Tagged ‘Wang Jianzhou’

传苹果iPhone突然牵手联通 与移动谈判破裂

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China Unicom CEO Chang Xiaobing

China Unicom CEO Chang Xiaobing

 

 

Tech.gansudaily.com.cn is reporting that China Unicom and Apple are now engaged in serious iPhone negotiations and China Unicom Chairman Chang Xiaobing is directly involved. The report states that the apple_unicom2objective is to launch iPhone in China at the end of May. This timeline corresponds to the launch of China Mobile’s W-CDMA 3G network. 

Read the TechGansudaily.com report (in Mandarin) > HERE

传苹果iPhone突然牵手联通 与移动谈判破裂
 

 
  在iPhone进入中国的最后时刻,苹果、中移动和新联通突然上演情变。   

  2月5日,某电信运营商高层人士向本报记者透露,新联通已成立以董事长常小兵为组长、部分业务部门总经理为组员的谈判小组,与苹果就引入iPhone进行谈判,并在做出极大让步的情况下,与苹果有望达成一致。如果进展顺利,iPhone将于今年5月17日新联通WCDMA首批城市正式商用之际,在中国内地正式上市。

  而在此前,外界一直认为苹果在中国的合作对象会是中移动。在过去的1年半中,双方频频接触,引发绯闻不断。几乎所有人都确信,在iPhone不久后进入中国时,媒体的闪光灯瞄准的将是中移动董事长王建宙和苹果CEO史蒂夫·乔布斯微笑握手的瞬间。

  现在,苹果却突然牵手新联通,摇身一变成为中移动TD业务的大威胁。

  作为最受全世界关注的手机,iPhone2008年在全球销售已超过1300万部。在中国,苹果尚未与运营商达成合作,还没有在内地正式推出iPhone,但仅在中国运营商的网络中,水货iPhone用户就已超过百万之众。

  苹果之变,究竟会带来怎样的变数?

  TD版iPhone僵持

  “三角恋”的背后,总隐藏着争夺、博弈、妥协与背弃的曲折情节。

  在与苹果合作的谈判名单中,中移动一直排在第一位。早在2007年下半年,中移动与苹果就为引入iPhone展开接触,同时,苹果也对中移动的庞大用户资源充满渴望。

  接近王建宙的中移动人士透露,王建宙曾多次通过电话会议等方式,与乔布斯进行密谈;同时,中移动亦成立了专门的谈判团队,与被视为乔布斯继任者、已实质掌管苹果多年的苹果COO蒂姆·库克等高层进行多次会晤,磋商iPhone入华细节,双方一度走到合作边缘。

  然而,商业模式的分歧,以及对利益分配的期望落差,令谈判一度陷入了僵局。

  每一个iPhone用户为运营商贡献的收入,苹果将获得20%-30%的分成,这是苹果最初提出的条件。此前,在美国运营商AT&T、法国电信旗下的Orange等运营商身上,苹果已经通过这一模式尝到甜头。但在市场上占据巨大优势的中移动,不可能接受苹果对自身利益的横刀夺食。
本篇新闻热门关键词:会议 

 

传苹果iPhone突然牵手联通 与移动谈判破裂
 

 
  中移动的强硬态度令苹果感到头疼。更麻烦的是,有了中移动的先例,在与苹果谈判时,沃达丰乃至更多国际运营商巨头也拒绝了分成方案。最终苹果取消了业务分成模式,并与沃达丰达成合作。   

  但在放弃分成模式同时,苹果对中移动提出,每销售一部手机,运营商一次性向苹果补贴600美元,同时必须给用户以购机补贴的方案。此外苹果还提出,用户可自由购买iPhone,使用任何的SIM卡,同时iPhone装载在线软件商店iTunes APP Store,用户则到苹果的软件商店付费购买增值服务。

  显然,苹果一直没有放弃对价值链的掌控。在传统话音业务日渐萎缩的大趋势下,增值业务正成为所有运营商竞争的焦点,无论分成、补贴还是增值业务消费,苹果都将触角伸展到了传统运营商的领地,参与分羹。这令中移动难以接受。

  尽管如此,双方仍没有放弃努力。

  “苹果乔布斯和我都希望iPhone能尽快进入中国。我们正在讨论此事。”去年12月底,王建宙仍向本报记者表示。同时,苹果也发布了招聘常驻北京的iPhone质保工程师的广告,这被外界视作苹果iPhone入华的前兆。

  不愿透露姓名的运营商市场部门人士透露,压垮苹果与中移动谈判的最后一根稻草,是中移动正积极推动的TD。

  去年4月1日,TD开始试商用,中移动发现终端是TD当前发展瓶颈之后,王建宙不断呼吁更多手机厂商加入TD产业链,而在与苹果谈判时,其中一个条件也正是要求苹果推出iPhone的TD版本。

  事实上,支持TD应是iPhone顺利进入中国的一支金牌令箭。据新华社记者采访原信产部相关人士的报道,iPhone进入中国有三大政策障碍:一是锁定SIM卡,二是《电信管理条例》规定内置软件服务需经评估和同意,三是不能有WiFi功能。而在支持TD的大势所趋下,政府主管部门极有可能对iPhone网开一面。

  然而,苹果却迟迟未作出表态。目前,iPhone只有2G和3G两个版本,其中的3G版本只支持WCDMA。

  “苹果不太可能推出TD版iPhone,这需要大量投入,并可能产生执行和市场风险。”BDA分析师张宇表示。

  中移动人士透露,在内部会议上,王建宙甚至提出:“洋品牌只要生产TD手机,中移动就会给予大力支持。”但即使是在这样的承诺面前,苹果仍然无动于衷,这最终也激怒了中移动。

  新联通让步:吃苹果的代价

  在苹果与中移动漫长的拉锯中,新联通悄然介入,向苹果抛出了橄榄枝。

  2008年9月16日,联通董事长常小兵在公司股东会上就表示,联通关注iPhone未来将带来的商业契机,希望有机会与苹果合作发展,并会在新联通取得3G牌照后密切关注3G版iPhone在内地应用的可能性。

  此后数月中,面对联通的频频示好,苹果一直没有正面回应。此时,苹果正在期待着在夏季达沃斯论坛之后与中移动展开更高层面的合作谈判。在中移动一家占据了80%手机市场份额的中国市场,中移动仍然是最为理想的合作伙伴,而且此时3G发牌时间未定,联通也还处于与网通的重组之中,诸多变数令苹果无法立即做出决定。

  但在另一方面,由于新联通即将运营WCDMA网络,一旦3G发牌,对苹果来说,与重新投入巨资开发生产TD版iPhone相比,与新联通合作推广3G版iPhone的确要现成得多。

  国内某终端厂商负责人推测,苹果与新联通可能正是在这段时间开始试探接触。

  2009年1月7日,中国3G发牌,已完成重组的新联通正式获得WCDMA的运营许可。新联通与苹果的接触迅速加速。
本篇新闻热门关键词:通关 会议 风险 

 

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Fortune Apple 2.0 editor Philip Elmer-DeWitt has written an excellent post on the explosive growth of Apple’s App Store. His post includes several charts and graphs to illustrate the stratospheric trajectory of app downloads and breaks them down into meaningful app categories. This post also takes a deserved shot at Gizmodo’s mock pie chart and points out that “useful” apps available via the app store are just a bit north of the 1% shown on Gizmodo’s pie. Read the Apple 2.0 post on the App Store … worth the click > HERE 

Gizmodo’s aim may be to make fun of Apple’s success, yet 500 million downloads in a few short months is nothing to laugh at.  China’s wireless carriers aren’t laughing. Instead, they’re giving marching orders to their engineers and web-development teams. As we have noted on iPhonAsia in several posts, China’s major mobile carriers would like to control as much the value added services platform as possible, and they’ve made no secret about their intent to build their own versions of Apple’s App Store. China Mobile CEO Wang Jianzhou quotes from Macau GSMA conference in November 2008:

img_34631_wangApple was “very, very successful” not only with the iPhone, but also with the application downloads from the Apple App Store.
“We have [non-]disclosure agreements with Apple, so I can’t disclose many details. All I can say is that China is still interested in [bringing the] iPhone into China Mobile markets.”

When reporters pressed China Mobile’s CEO further, Wang Jianzhou revealed that he is an admirer of Apple’s App Store. He also stated that China Mobile would be developing their own App Store. More > HERE

If the Apple App Store is excluded on any “official” (future launches) iPhones in China, the grey market for the current iPhone 3G  will remain robust. The current model iPhone 3G will work on China Mobile’s 2.5G EDGE network and will also work on China Unicom’s under-construction W-CDMA 3G network.  

More on China’s wireless carriers possible plans for an official iPhone in China > HERE

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Here (below) is iPhonAsia’s comment to Ryan Barnes’ article China Mobile: Tea Leaves Give Mixed Reading, published on Seeking Alpha, November 27, 2008.  Read > HERE

Nice article Ryan … 

I thought it was interesting to read recent comments from China Mobile’s CEO re Apple’s App Store … Wang Jianzhou gave Apple and Steve Jobs kudos for the tremendous success with the iPhone and App Store. Yet it is apparent that China Mobile wants to control the entire wireless value added services platform. Wang Jianzhou has hinted about building their own App Store and even a wireless handset operating system (Android based) that supports China Mobile’s Monternet VAS.

Few handsets today are delivering a superior net browsing experience and China Mobile is none too pleased with the initial crop of TD-SCDMA ready handsets (when people don’t like your network, blame the phone). They have high hopes for the forthcoming crop of TD-SCDMA models from Nokia, HTC/Android and the rumored but yet to be confirmed TD iPhone 3G from Apple. 

My hope is that Apple will have two iPhone deals in China … One with China Mobile … the aforementioned “customized” TD iPhone 3G, and a second deal with China Unicom to deliver a more standard iPhone 3G. 

China MIIT has dropped several recent hints over issuance of all three 3G licenses within the next 90 days. I wouldn’t hold my breath … but it is looking like this just might happen. China Unicom has also hinted that they will be ready to launch their W-CDMA network by mid-2009. This will bring some legitimate competition to China’s mobile market. 

It’s my belief that China Unicom would be more willing to give free reign to handset makers’ services and innovations – such as Apple’s (e.g. App Store, Mobile Me, Wifi, iTunes [someday] and in the future “wave-pay”)

In my view China Mobile attempting to control the entire VAS ecosystem is not going to work for many hundreds of millions of wireless customers and China Mobile stands to lose customers to China Unicom and China Telecom if they insist on over-customization and total control of handsets. 

~ Dan Butterfield, iPhonAsia

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China Mobile to Have 2G/3G Number Compatibility in March 2009

CCTIME, 11/26/08

At the 9th China Mobility International Summit currently being held in Beijing, Wei Bing, director of the China Mobile Research Institute’s Department of Network Technology, stated that a comparatively large amount of work would be required to ensure users could switch between 2G and 3G networks without needing to change their SIM card, and that the work would involve modifications and upgrades to China Mobile’s backend systems. Nonetheless, Wei Bing expects “that users in the core 10 cities with TD-SCDMA networks will be able to use both 2G and 3G networks without the need for a replacement SIM card by March 2008.

Editor’s Note: China Mobile revealed that the company will implement a “Three Nos” policy in the second phase of TD-SCDMA commercial trials, with one of the three “nos” being no need to switch SIM cards. For more background on this topic, please see “China Mobile Reveals “Three Nos” Plan for TD-SCDMA“, MD 10/06/08 issue.

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China Mobile Reveals “Three Nos” Plan for TD-SCDMA

China Business News, 10/06/08

wang_jianzhou_ceo_china_mobile

China Mobile CEO Wang Jianzhou

The president of China Mobile (NYSE: CHL; 0941.HK), Wang Jianzhou, recently revealed that the company will implement a “Three Nos” policy in the second phase of commercial trials for its TD-SCDMA network. The three no’s include:

 

  1. No changes to phone numbers – subscribers who switch to the TD-SCDMA network will still be able to use their old 2G numbers; 
  2. No SIM card changes – subscribers will be able to directly insert and use their current SIM cards in new TD-SCMA phones to gain access the TD-SCDMA network; 
  3. No registration – subscribers will not need to visit a service counter to register when upgrading to TD-SCDMA, so long as the network successfully identifies those users who have switched to 3G.

 

Wang explained that China Mobile has recently chosen the cities of Tianjin, Xiamen and Shenzhen as locations for this pilot program. The trials will later be expanded to the ten cities with existing TD-SCDMA networks and the measures will eventually be adopted by all 28 cities in the planned second phase construction of China Mobile’s TD-SCDMA network.

 

 

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Statistics Bureau: 86% Of TD-SCDMA Testers Unwilling To Buy In 

~ Sophia Fu, JLM Pacific Epoch

picture-113Eighty-six percent of China Mobile’s (NYSE: CHL, 941.HK) TD-SCDMA trial users are unwilling to buy TD-SCDMA terminals under current terminal, network and service conditions, reports Digital Times citing National Bureau of Statistics research conducted among 3,000 randomly selected TD-SCDMA users over an unspecified time period. Respondents were most dissatisfied with the TD-SCDMA network when choosing between network, service, handsets (phones) and wireless Internet access cards as a source of dissatisfaction, said the report. Sources said some TD-SCDMA terminals have repair rates as high as 12% and 20%. China had 300,000 TD-SCDMA users by October, and China Mobile, the only operator of China’s homegrown 3G network, is targeting 400,000 TD-SCDMA users by year end.

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Update: 11/18/08 – More Wang Jianzhou quotes from Macau GSMA conference:

Apple was “very, very successful” not only with the iPhone, but also with the application downloads from the Apple App Store.
“We have [non-]disclosure agreements with Apple, so I can’t disclose many details. All I can say is that China is still interested in [bringing the] iPhone into China Mobile markets.”
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Update: 11/18/08 – China Mobile CEO Wang Jianzhou attended the recent GSMA Mobile Asia Congress in Macau. Per usual, reporters asked him about iPhone negotiations. As noted in the post below, we heard his pat answer … “We’re still in talks with Apple, but no timeline.”  The update relates to Wang Jianzhou’s acknowledgment that he can’t say anything due to an NDA between China Mobile and Apple.  Yet when reporters pressed him further, Wang did reveal that he is an admirer of Apple’s App Store. He also stated that China Mobile would be developing their own App Store.

This suggests (still just an iPhonAsia SWAG) that China Mobile and Apple are collaborating to build a customized TD iPhone 3G.  As iPhonAsia has speculated, this special “customized” model for China Mobile would support the Monternet platform. More details > HERE

iPhonAsia comment: When China Mobile CEO Wang Jianzhou says we are still “in talks, but no timetable” read between the lines > see iPhonAsia Post Has he made and Crazy Ivans?

China Mobile Chairman: Looking At Telecom Asssets Overseas

Dow Jones

Hong Kong China MobileMACAU -(Dow Jones)- China Mobile Ltd. (0941.HK), the world’s biggest telecom operator by subscribers, is looking to invest overseas in emerging markets including Asia as telecom assets are currently cheap, Chairman and Chief Executive Wang Jianzhousaid Tuesday.

Speaking during the GSMA Mobile Asia Congress, Wang said telecom asset prices are so low that many companies may hesitate to sell, but some may need money so there are opportunities for acquisitions.

China Mobile is looking at investments with or without management control or a majority stake, said the executive.

Wang also told reporters China Mobile is still in talks with Apple Inc. (AAPL) to launch the iPhone, but there is no timetable for when it might be available in China.

He also said the economic slowdown will hurt all of Asia’s mobile companies.

-By Aaron Back, Dow Jones Newswires; 8610-6588-5858; aaron.back@dowjones.com

chinese-text-on-iphone

 

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iPhonAsia Comment: What is “customization” in the context of the wireless handset market? Mobile operators often make direct purchases from handset manufacturers (ZTE, Nokia, Apple?) and then brand (carrier’s logo) and customize the phones to make them more “appealing” (or so the carrier’s like to believe) to consumers or more directly support the carrier’s value added services platform. Customized phones are popular in the pre-pay market.

See post re China Mobile hiring Accenture to help with smartphone (iPhone) customization > HERE

China Mobile Keeps Distance from iPhone

October 06,2008    

by CSC staff

 

 “iPhone is not the only choice,” Wang Jianzhou, chairman of China Mobile, declared to the media shortly after it was heard that an iPhone will be introduced into mainland China by China Mobile in November.

On September 26, a day before the Davos Forum opened in Tianjin,China Mobile, jointly with Samsung, announced the launch of the Samsung i908E on the Chinese market. This type of cell phone, into which China Mobile’s many services will be installed, was first issued globally in July as Apple iPhone’s most direct rival.

Xu Da, head of marketing for China Mobile, said customization would become a model for China Mobile’s cooperation with more cell phone makers in future.

Apple’s product aims for the 3G market, and over one million 3G version iPhones were sold within three days of its issue. Although the iPhone has not been officially released on the Chinese market, at least 0.4 million have entered the Chinese market illegally, a demonstration of Chinese consumers’ interest in the product.

Chinese operators have not yet decided to let Chinese users buy Apple iPhones through legal channels and enjoy all the fun.

Apart from a lack of a model for cooperation and profit allocation between China Mobile and Apple, another concern comes from 3G and Wi-Fi function.

China Mobile wants Apple to make an iPhone specifically for the Chinese market, cancelling the 3G and Wi-Fi functions in this product, because the TD-SCDMA network, built by China Mobile, is not compatible with the other two types of 3G networks, WCDMA and CDMA2000. China Mobile doesn’t want to introduce a type of iPhone which is compatible with WCDMA network, lest users decrypt this type of iPhone and transfer to China Unicom or China Telecom’s network. The 0.4 million iPhones already in China are decrypted units.

Some analysts believe iPhone is not China Mobile’s ideal business partner anyway. Not long ago, iPhone appeared on a China Unicom on-line poster for 3G network.

Other 3G phones may also become iPhone rivals in the Chinese market. China Mobile, as the only Chinese operator of the Android alliance, has contacted Google, and may introduce Google’s android cell phone G1 to the Chinese market by the end of the year.

Wang Jianzhou said in June this year that the biggest obstacle for its cooperation with Apple had been removed. But now it seems things have changed. China Mobile’s competition with China Unicom is ongoing, and Google, Samsung, and Apple will compete in China’s 3G market.

The only uncertainty is that China Mobile’s negotiation with Apple is continuing. Every one still has chance.

 

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