gemuhope

“Zero pays, zero handling charge and month for most to lower 200 Yuan”, this week, the China Unicom in some provinces and cities (600050.SH) subsidiary company has launched the iPhone 3G handset installment payment campaign. Link this act may reduce the user to purchase the iPhone3G handset\’s threshold obviously, the curve pull-up iPhone sales volume – - certainly, wins over the 3G user for China Unicom more importantly.   
It is known that the iPhone handset relies on the touching type screen as well as “80,000” application receives the high-end customer the favor, but is expensive. When country gold negotiable securities communications industry analyst Chen Yunhong in accepting "First Financial newspaper" reporter interviewed said that before this among the China Unicom users, the proportion of low end user was quite high, therefore hopes that made up this disappointment through the 3G technical superiority, tried to develop the high-end consumer market. But customer structure improvement, won one time “salt fish turn live” the opportunity for China Unicom hopefully.   
The handset is a main battlefield   
This week, three big operators will announce one after another in December, 2009 main operation data. The data demonstrated that in December, 2009, China Unicom 3G user net gains 920,000 households, the 2G user net gains 640,000 households. This is China Unicom 3G user growth quantity surpasses the 2G user growth quantity for the second consecutive month.   
The China Mobile net gained the user in last December 4.238 million, the increase continues to slow down, the user total has amounted to 522 million households, used the TD network service in last December the number of users is 3.408 million households. The China Telecom increased 3.1 million households CDMA users in last December, the CDMA subscriber amounts to 56.09 million households.   
But in three big operators, the link 3G number of users statistics are most defined one, contained increased on the 3G handset and 3G the network card user. Deducts each month to increase in the user on 3G the network card part, in last December the 3G handset increased the user in fact from last November\’s 600,000 households to increase to 888,300 households, the link ratio increased 48%.   
“3G mobile phone user obtains the fast growth, various reason has, at the same time definitely is because of WCDMA network aspect superiority. Compares with the previous network card user, company even more pays great attention to development of the mobile phone user.”When January 21, the China Unicom Negotiable securities Office staff accepted newspaper reporter to interview expressed.   
It is known that what the link 3G technology uses is Europe\’s-like WCDMA, generally uses the service pattern for the whole world, is advantageous to increasing the link 3G service competitive power.   
CITIC negotiable securities communications industry researcher Zhang Bing believes that the 3G time important anticipation lies in the mobile interned, but the handset will be the mobile interned will be most widespread, the most main turning on way. The link held the 3G mobile handset market also to hold the 3G development direction. Although and carries out in the market strategy strength, link still obviously insufficient, but link WCDMA industry and technical superiority as well as link, in the 3G network lays down on cannot be neglected diligently. This is also he favors the essence which link user grows.   
Passes negotiable securities communications industry researcher Cheng Siqi to believe greatly that in last December the WCDMA handset number of users increased is quick, on the one hand was the iPhone effect starts to appear, on the other hand, was the link advertisement delivery quantity increases, the sales dynamics enlarged, in last November its network advertisement\’s delivery amount surpassed the China Mobile, placed in three big operators first.   
From low end to high-end   
The link = the price cheap + the signal is not very good. This is the 2G time link leaves market\’s inherent impression. But after entering the 3G time, link makes vigorous efforts to catch up in the high-end user group aspect, the change of user structure lets link “draw one game” hopefully.   
According to China Unicom Custom service Department\’s staff, link present handset 3G meal hiring by the month price in 96"886 Yuan different, if wants to apply for the iPhone3G handset, must result in chooses 186 Yuan/above month the price meal.   
“What we indeed walk in the 3G aspect is the high-end route, this is because our goal crowds locate in the high-end fashionable crowd, looking from the meal, with the 2G handset meal compared, the beginning is quite high. Moreover, promoted the iPhone3G handset also to a certain extent to strengthen us in this aspect image.”The above China Unicom Negotiable securities Office staff told newspaper reporter.   
Zhang Bing believes that at present 3G user APPU (i.e. each user average income, is weighs telecom operator business income profit of target) level about 100 Yuan, is 2G user\’s 2.5 times, and develops real resources consumption of a 3G user and 2G user compares does not look like APPU value such difference to be obvious. Therefore, a 3G user surpasses 3 2G users.   

He believes that although looked from market share, China Unicom total share short-term promotion difficulty, but the remarkable change of user structure will improve clearly the link the profitability.   
Cheng Siqi believes that high-quality network and mature terminal enable China Unicom to have the strong attraction. He estimated that the company in 2009 "2011 years each income respectively is 0.18 Yuan and 0.19 Yuan and 0.21 Yuan.   
Moreover, the first quarter is the telecom industry tradition busy season, has the analyst to estimate that China Unicom the number of users obtains the fast development in the following three months hopefully.   
“The first quarter is our tradition busy season, generally speaking, during Spring Festival, the opening a bank account number cannot be too many, after the student begins school but actually possibly will welcome a quite big opening a bank account peak.”The company area expressed.   (This article originates: The first financial newspaper author: Jiang Yiman)