谁是CDMA版iPhone的下一个目标？
图片来源：摩根大通
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今年二月，苹果（Apple）推出支持CDMA网络的iPhone手机，Verizon成为其第一家合作商。 这很容易理解，因为Verizon 无线拥有9400万用户，是世界上最大的CDMA手机市场。 不过本周二，摩根大通（J.P. Morgan）的马克•莫斯科维兹在致客户的信中指出，Verizon 并不是唯一的CDMA运营商，目前世界上共有53亿部手机，其中CDMA手机的数量超过5.6亿部（其余的是GSM手机）。去年全球手机的销量为14亿部，其中将近六分之一的销量来自CDMA手机。莫斯科维兹在上面的图表中，向我们展示了CDMA手机的销量分布。 苹果已经开始对上述海外市场展开攻势。3月16日，苹果将在韩国发布CDMA版iPhone，该国近四分之三的手机都是CDMA手机。据莫斯科维兹表示，接下来，CDMA版iPhone还将在中国、印度和日本上市。 莫斯科维兹预计，截止到2012年，CDMA版iPhone将为苹果带来90亿美元利润，其中60亿来自Verizon ，30亿来自海外市场。 译者：项航 |
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. |
