目前，中国的3G用户总数已经达到了1.76亿，比上年增长了118％，总体手机用户数也在增长。分析人士称，尽管中国经济可能放缓，iPhone或将成为中国这一巨大市场持续增长的“主要受益者”

    不出所料，唱衰苹果（Apple）的人之所以彻底误判了iPhone四月份的销量是因为他们完全忘记了中国，也就是苹果仅次于美国的第二大市场。

    对于那些在上周——以及本周——下调了对iPhone销量预期的分析师，投资公司Topeka Capital的布莱恩•怀特本周一致客户的报告或许能让他们警醒。

    现在，中国几大运营商中速度最慢的一家也已公布了6月份的用户总数，尽管中国经济增长放缓，但其用户总数仍然非常巨大。

    手机用户总数：10.5亿，比五月增长了0.9％，这是中国的手机用户数量连续第四个月突破10亿人。（相比之下，美国截至2011年12月拥有的手机用户数仅为3.32亿。）

    中国3G用户总数：1.76亿，较上年增长118％。有趣的是，中国移动（China Mobile）在中国3G市场上所占份额下降了。中国移动是全球最大的电信运营商，但正如怀特所言，它“是中国几大运营商中唯一一家没有与苹果合作销售iPhone的运营商，我们认为这一点影响了它（每月]）3G用户的增长。”

    “我们认为中国的移动互联网正处于拐点，”怀特写道。“而苹果公司将成为主要的受益者。”

    苹果将在周二收盘后公布季度iPhone销量（以及所有其它数据）。我们预计它在“大中华”地区的销量将成为大头。

    译者：项航

    iPhone likely to be "a major beneficiary" of the giant market's continued growth, says analyst

    The skeptics who completely misjudged Apple's iPhone sales in April did so, as predicted, because they forgot about China -- the company's second-largest market after the U.S.

    For those analysts who have reduced their iPhone estimates in the past week -- including a couple new ones today -- the note 's Brian White issued to clients Monday might serve as a wake-up call.

    The last of the major Chinese carriers have now reported their June subscriber totals, and despite weakening economic growth in the country, they are huge.

    Total wireless subscribers: 1.05 billion, up 0.9% from May, and the fourth consecutive month that mobile subscribers in China exceeded 1 billion. (The U.S., by comparison, had 332 million wireless subscribers as of Dec. 2011.)

    Total Chinese 3G subscribers: 176 million, up 118% year over year. Interestingly, China Mobile's (CHL) share of the country's 3G market actually fell. China Mobile is the world's largest telephone company, but as White notes, it "is the only major carrier in China that does not have a relationship with Apple to sell the iPhone and we believe this is showing up in the company's [monthly] 3G subscriber growth."

    "We believe the country's mobile Internet is at an inflection point," White writes, "and Apple (AAPL) will prove to be a major beneficiary."

    Apple will report its quarterly iPhone results (along with everything else) after the markets close on Tuesday. We expect sales into its "greater China" region to be a major factor.