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波导和西门子移动结盟,看来与TCL和阿尔卡特合资纯粹是两码事。西门子手机业务保持着盈利纪录,一季度销量达到1230万部,增幅高达43％,全球市场占有率升至8％,位居第四名,风头正劲。而阿尔卡特手机业务亏损,全球市场占有率只有1.4％,它与TCL的合资似乎也只是出售手机业务的第一步。与TCL合资的阿尔卡特和与波导结盟的西门子不可同日而语。 西门子在中国手机市场约有5％的份额,主要在大城市销售。但是在大城市手机普及率已经相当高,例如北京和上海,手机的普及率达到了90％,巨大的增长机会只存在于中小城市及其辐射的农村地区。
Waveguide and Siemens Mobile alliance, it seems a joint venture with TCL and Alcatel is simply two different things. Siemens mobile phone business maintained a record of profits, the first quarter sales reached 12.3 million, an increase of up to 43%, the global market share rose to 8%, ranked fourth, the limelight. The loss of Alcatel handset business, the global market share of only 1.4%, its joint venture with TCL seems to be only the first step in the sale of mobile phone business. Alcatel, a joint venture with TCL, and Siemens, the alliance with Bird, are the same. Siemens accounts for about 5% of China's mobile phone market, mainly in big cities. However, the penetration of mobile phones in big cities is already quite high. For example, in Beijing and Shanghai, the penetration rate of mobile phones has reached 90%. The huge growth opportunities exist only in small and medium-sized cities and in the rural areas they radiate.