In a note to clients Wednesday, Morgan Stanleys Katy Huberty, just back from China, reports on feedback from Asian carriers and suppliers that she views as positive for Apple .在本周三致顾客的报告中,刚从中国返美的摩根士丹利(Morgan Stanley)剖析师凯蒂·休伯蒂列举了来自亚洲运营商和提供商的“反馈”,她觉得这类对苹果(Apple)而言是利好消息。She makes several points: 她提出了以下几个方面:(我引用如下)After a slow start, iPhone 5 is now on track to meet carrier volume expectations.虽然起步较慢,但就现在的形势来看,iPhone 5显然有望达到运营商的销售量预期。iPhone 4 price cuts could stimulate incremental demand near-term.iPhone 4降价能在最近刺激市场需要。Carriers see the opportunity for Apple to expand market coverage with 5-inch and lower-priced iPhones over time.运营商觉得伴随时间的推移,苹果有机会凭着5英寸iPhone和底价iPhone进一步拓展市场。TD-LTE licenses, and related phone launches, are expected by year-end.TD-LTE牌照及有关手机预计将在年底前发布。That last point may be particularly significant as it suggests that a contract with the last major Chinese iPhone holdout -- China Mobile , the worlds largest carrier with more than 700 million subscribers -- could be signed before the end of the year.最后一点意义尤为重大,由于它表明苹果有望在年底前同中国几大运营商中唯一尚未发售iPhone的中国移动(China Mobile)签署合同。中国移动是全球最大的运营商,拥有7亿多用户。Separately, Taiwans DigiTimes reported Tuesday that China Mobile was expected to start an open-bid competition process as early as mid-May to procure equipment for 200,000 TD-LTE base stations for installation in 100 Chinese cities.另外,台湾媒体《电子时报》(DigiTimes )本周二报道称,中国移动预计将在5月中旬启动公开竞标程序,为中国100个城市的20万个TD-LTE基站采购设施。
相关文章推荐