The amazing China smart phone market

China will be 2x the US smart phone market in a year!  Only two years ago, China was a laggard with a tiny portion of the US.  What happened?

Originally, China's market developed more slowly because of two reasons. First, usable 3G networks took much longer to develop than other countries.  Second, there are few subsidies in China, so users had to pay one or two month's salary for an iPhone or Android.  These inhibited the growth.

But both issues have changed.  Broadband wireless is now over 58%, and smart phone prices have dropped to about $100 for an acceptable Android phone, and about $200 for a full-featured Android phone.  Smart phones are now spreading like wildfire.  About a year ago, there were less than 50M users, basically affluent or tech saavy users who were willing to pay $500 for a phone and $30 a month for 3G.  But now, students, young white collar, and even blue collar workers are swarming into the smart phone market!

The figures above shows all numbers are off the charts -- Android activations, real usage of applications, broadband usage, and penetration into less developed areas.  This year, there will be an installed base of  250M smart phones.  Next year, there will be an installed base of 500M smart phones!

So who will gain from it?  Apple will take a healthy and lucrative minority share, just as it does in the US.  Microsoft just launched its products in China, though their success remains TBD.  Google would have been the big winner, but unfortunately due to the Google-China issues, most Android phones are installed with non-Google services.  But app developers, entrepreneurs, some phone and chipset manufacturers (and investors like us) will have a field day!

生成海報(bào)

免責(zé)聲明：本網(wǎng)站內(nèi)容主要來自原創(chuàng)、合作伙伴供稿和第三方自媒體作者投稿，凡在本網(wǎng)站出現(xiàn)的信息，均僅供參考。本網(wǎng)站將盡力確保所提供信息的準(zhǔn)確性及可靠性，但不保證有關(guān)資料的準(zhǔn)確性及可靠性，讀者在使用前請進(jìn)一步核實(shí)，并對任何自主決定的行為負(fù)責(zé)。本網(wǎng)站對有關(guān)資料所引致的錯(cuò)誤、不確或遺漏，概不負(fù)任何法律責(zé)任。任何單位或個(gè)人認(rèn)為本網(wǎng)站中的網(wǎng)頁或鏈接內(nèi)容可能涉嫌侵犯其知識產(chǎn)權(quán)或存在不實(shí)內(nèi)容時(shí)，應(yīng)及時(shí)向本網(wǎng)站提出書面權(quán)利通知或不實(shí)情況說明，并提供身份證明、權(quán)屬證明及詳細(xì)侵權(quán)或不實(shí)情況證明。本網(wǎng)站在收到上述法律文件后，將會依法盡快聯(lián)系相關(guān)文章源頭核實(shí)，溝通刪除相關(guān)內(nèi)容或斷開相關(guān)鏈接。