Further to our previous post on China Unicom’s new aggressive strategy to attract more 3G users, we did another quick study of what’s happening between China Unicom and China Mobile on the 3G+iPhone war.
1. According to a stats which is said from Apple but no yet approved, ~73% of China Unicom iPhone+3G contract subscribers are China Mobile’s users, and 35%-38% of them say they are going to use both number for another 6 months. Li Gang, VP of China Unicom recently told a Chinese media, because you need give a contact number when you sign the iPhone contract with China Unicom, they know over 80% of the contact number are from its competitor.
2. According to a report from China Unicom, the ARPU value for GSM 2G user is around rmb39.8 per month, rmb134 per month for its 3G user, but for its iPhone+3G user, it’s around rmb260 per month. China Unicom right now claims it has over 1 million iPhone contract users who actually bring rmb260millions per month.
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