誰是CDMA版iPhone的下一個目標？
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????圖片來源：摩根大通
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???? ????今年二月，蘋果（Apple）推出支持CDMA網絡的iPhone手機，Verizon成為其第一家合作商。 ????這很容易理解，因為Verizon 無線擁有9400萬用戶，是世界上最大的CDMA手機市場。 ????不過本周二，摩根大通（J.P. Morgan）的馬克?莫斯科維茲在致客戶的信中指出，Verizon 并不是唯一的CDMA運營商，目前世界上共有53億部手機，其中CDMA手機的數量超過5.6億部（其余的是GSM手機）。去年全球手機的銷量為14億部，其中將近六分之一的銷量來自CDMA手機。莫斯科維茲在上面的圖表中，向我們展示了CDMA手機的銷量分布。 ????蘋果已經開始對上述海外市場展開攻勢。3月16日，蘋果將在韓國發布CDMA版iPhone，該國近四分之三的手機都是CDMA手機。據莫斯科維茲表示，接下來，CDMA版iPhone還將在中國、印度和日本上市。 ????莫斯科維茲預計，截止到2012年，CDMA版iPhone將為蘋果帶來90億美元利潤，其中60億來自Verizon ，30億來自海外市場。 ????譯者：項航 |
????The iPhone built around the CDMA protocol that Apple (AAPL) launched in February went first to Verizon (VZ). ????That made sense, since Verizon Wireless, with 94 million customers, represents the world largest market for CDMA mobile phones. ????But as J.P. Morgan's Mark Moskowitz points out in a note to clients issued Tuesday, Verizon's is not the only CDMA network. More than 560 million of the world's 5.3 billion mobile phones carry CDMA (as opposed to GSM) chips. Of the 1.4 billion handsets sold last year, nearly one out of six were CDMA, and in the handy spreadsheet posted above, Moskowitz tells us where they are. ????Apple has already started to go after these overseas markets. On March 16, it launched the iPhone in South Korea, where nearly three out of four handsets are CDMA mobile phones. Next in line, according to Moskowitz: China, India and Japan. ????By 2012, he estimates, CDMA sales could add $9 billion to Apple's bottom line, $6 billion from Verizon and $3 billion from overseas. |
