electronic wholesalerThe drug iPhone operator cannot get rid of the habit

Introduction:CNET site near the journal article said ,through Apple iPhone halo effect ,promote the mobile operator by subscribers and revenue growth .However ,operators in this process also paid enormous price .
Some analysts believe that, iPhone has become the operator cannot get rid of the habit .Following is the main content of the article :the double-edged sword and drug mobile operators should be used to the iPhone ?So far ,widely considered the iPhone operator is a double-edged sword .
On one hand ,iPhone costly operation .Operators need to spending huge subsidies ,to make mobile phone price competitive .On the other hand ,the iPhone can enhance the loyalty of users ,so that users pay a monthly higher charges .
Apple success has given operator impact .In every iPhone strong sales during the quarter ,operators need to pay higher subsidies .The operator profit caused adverse effect ,Verizon and AT& ;T fourth quarter has manifested this point .
Although some operators view ,short-term adverse effects will result in long-term success .But because the apple upgrade of mobile phone ,operators need to constantly provide users purchase mobile phone subsidies, which no doubt is not conducive to long-term success .
On the other hand ,iPhone users are the current product is not satisfied, and hope that the mobile phone will soon be upgraded .This presents a problem : the iPhone becomes the key sources of growth ,the operator must endlessly for the mobile phone to provide subsidies .
Sanford Bernstein analyst Craig Murphy ( Craig Moffett ) said :at present, iPhone is a drug ,electronic wholesaler,but operators have addiction .The problem is not whether it is worth ,but operators can in no case of iPhone development .
Murphy worried that ,as more people use iPhone, because the mobile phone user upgrades ceaselessly ,operators can not actually from iPhone users who really make a profit .He said :iPhone on carriers profit rate effect is temporary ,or a new normal ?Think iPhone upgrade cycle is a one-time event ,the view completely wrong .
Operator profit rate affected by the impact of market demand for iPhone surprising .Verizon says ,last year activation volume for 4300000 ,over the same period the carrier intelligent mobile phone the half of sales volume .
Most of the iPhone activation from existing users .The fourth quarter of last year ,Verizon added 1200000 contract users .IPhone sales growth and also make Verizon paid the price .Removing and pension related time cost ,Verizon last year profit of 52 cents per share ,than the average expected 2 cents below Wall Street .
While income tax depreciation and amortization before profits fell 1.1% .The fourth quarter of 2010 ,in the operation of iPhone, Verizon profit year-on-year growth of 5.5% .However ,china wholesale electronics free shippingSouth Korean female singer Jang Na Ra March launch of the l,Verizon brings to iPhone growth in the number of users happy ,and the next few quarterly profit rate will still fluctuate .
Verizon CFO Fran sand mo ( Fran Shammo ) expresses on telephone conference : sales exceeded our expectations ,apparently 2012,china electronics wholesaleThe second China International Digital Art Exhibition in corolla car buyi, we will have more growth opportunities .AT& ;T said ,the fourth quarter of last year the activation of the 7600000 iPhone ,most of which the user has selected iPhone 4S .
However ,the quarter AT& ;T new contract user number is only 717000 .AT& ;T in the past few years demonstrated the performance of Murphy fears .Since the introduction of iPhone and to provide subsidies since, AT& ;T decline .
The fourth quarter, AT& ;T wireless business profit margin dropped compared to the same period 1 / 3 .Similar to Verizon, AT& ;T still brings to iPhone a long-term value that good .AT& ;T CEO Randall Stephenson ( Randall Stephenson ) on the conference call, said :overall, I remain optimistic about the intelligent mobile phone business and iPhone .
I don worry about the market .Although the margins are under pressure ,but Stephenson thinks ,intelligent mobile phone as a platform for operators to sell more services ,including tablet PCs and other interconnect equipment .
However ,some banks do not agree with this view .Morgan Stanley analyst Simon Fran ( Simon Flannery ) inside said ,he expects the mobile operator average revenue per user growth will slow .
In addition to the data business, many operators will face voice and short message service revenue landslide pressure .Sprint to iPhone bets than other operators of higher .The company closely related with iPhone future success .
Reported to apple ,Sprint paid $20000000000 over the next 4 years ,in the procurement of 30000000 iPhone .Sprint CEO Dan Hess ( Dan Hesse ) and the team to get iPhone operators the right feel very happy .
However ,in the United States 3 nationwide carriers began operations in iPhone, each operators are no longer have the exclusive operation advantage .Murphy said :the future of Sprint decided to bet on iPhone, just get the same iPhone operation right .
Network construction cost in operation of iPhone, the operator needs to increase its capital expenditure construction network ,to meet the iPhone and other smart mobile phone users for data services increasingly high demand .
Carriers are usually not to the specific mobile phone to increase network operating costs ,but there is no doubt that in such cases ,the operator needs to strengthen the construction of network infrastructure .
AT& ;T said ,still enhance network coverage ,and upgrade of New York and San Francisco and other major markets, quality of service .The company said last year ,on network 150000 improvement .
While in operation before the iPhone ,Sprint executives also said ,are preparing for intelligent mobile phone and other products of the high data flow .In recent years ,though the Android equipment is the leading cause of data flow are the main reasons of the increase ,but iPhone 4S and Siri roll out also increases the user data service on demand .
Because Siri is continuously connected to Apple to obtain information ,so iPhone 4S consumption data flow is usually iPhone 4 two times .The current iPhone 3G support network .While the United States carriers are on the network upgrade ,construction speed is faster ,more efficient 4G network .
Operators have to take measures to cope with the impact ,iPhone .AT& ;T is the first to take ladder pricing operator ,also recently raised the intelligent mobile phone data service fee .
Sprint moved ahead of the end of contract damages ,and shortening the replacement time window .There is no doubt ,iPhone for operators to bring advantage .IPhone attracted many new users, and enables the operator to more easily retain existing users .
In the AT& ;T lose iPhone the United States exclusive right to operate ,this little evident .AT& ;T also discount to sell the old section of iPhone, to expand the iPhone user base .
If no iPhone ,then Verizon and AT& ;the T will not be like the same user number growth .While iPhone can at least make sure the user operators do not drain .Hess said ,because Verizon and AT& ;T runs iPhone, so Sprint cannot retain users .
He thinks ,if can be more time to tarry user ,then the Sprint will be able to pass these users to gain profit .However ,the Sprint is currently in walk a tightrope .In addition to the iPhone pay a subsidy ,the company is still in the construction of 4G LTE network .
In the next two years, the two work will lead to the Sprint profit rate dropped significantly .Long-term since ,in the United States by iPhone AT& ;T exclusive operation ,which give Apple and AT& T both benefits .
Verizon and Sprint in the short term will not be able to obtain such advantage .Some analysts remain optimistic about the long-term value of iPhone .Robert Baird analyst William Paavo ( William Power ) ,Verizon this year will increase .
The United States also wants to run a iPhone T-Mobile .This year consumer electronics show in Las Vegas ( CES ) ,T-Mobile American CEO Philip Hamm ( Philipp Humm ) recognition ,due to failure of operation of iPhone ,the company users appear loss .
T-Mobile the United States chief technology officer Neville Rey ( Nefille Ray ) said ,the next generation iPhone will technically support the United States using the band T-Mobile .( Qiu
Yue ) to share: > ;quality reports,china wholesale electronics free shipping, sharp point ,please see the sina science and technology in depth reading > ;iPhone 4S reports :Mainland initial countdown three big operators
compete for another operator ,iPhone subsidy burden intelligent machine manufacturers to share party iPhone American operators in an embarrassing situation :overwhelmed cannot abandon micro-blog