2nd UPDATE:China Mobile: Still In Talks With Apple On iPhone
September 11 2009 - 4:09AM
Dow Jones News
China Mobile Ltd. (CHL) Chairman Wang Jianzhou said Friday the
company is still in talks with Apple Inc. (AAPL) over selling
iPhones in China.
The deal between competitor China Unicom (Hong Kong) Ltd. (CHU)
and Apple to sell iPhones in China is "absolutely not exclusive,"
and China Mobile still hopes to offer iPhones in China, Wang said
on the sidelines of the World Economic Forum in the northeastern
coastal city of Dalian.
He also said China Mobile hopes to eventually sell Ophones,
which run on Google Inc.'s (GOOG) open-source Android operating
system, at prices as low as CNY1,000 (US$146.40) in China. Other
smartphone models sell for CNY2,000-CNY5,000 in the country.
Wang said China Mobile will be able to sell smartphones more
cheaply if it uses Google's open-source operating system than if it
develops its own operating system or pays for an exclusive
operating system, such as the one powering Apple's iPhone.
China Mobile recently reached an agreement with HTC Corp.
(2498.TW) under which the Taiwanese mobile phone maker will produce
a line of smartphones for China Mobile using the Android operating
system.
China Mobile, a Hong Kong-listed company, hopes to list shares
on mainland China "very soon," Wang said.
But he added the planned share offering would be through a new
method, instead of in the form of either an ordinary A-share
listing or through depositary receipts. He didn't elaborate.
Wang declined to give a timeline for a possible listing, but
added "we have already started working on the listing."
China's government has said it plans to open its exchanges to
listings of foreign companies, which will open a path to China
listings for red-chip companies such as China Mobile. Red-chip
companies are registered and listed overseas, typically in Hong
Kong, but most of their assets are in mainland China.
Ted Tokuchi, managing director and head of investment banking at
Citic Securities Co., the country's top brokerage by market value,
said Tuesday China may issue draft regulations on domestic listings
by overseas companies after the week-long National Day holiday next
month, if the capital market continues to improve.
Wang said China Mobile's monthly additions of new users have
been falling due to increasing competition from rivals, but also
because "the market is slowly maturing." He didn't give
details.
In July, China Mobile added less than 5 million new mobile phone
users, down from as many as 7 million a month in 2008.
While some wealthy Chinese provinces, such as Guangzhou, are
already at or near 100% cell phone penetration, there is still room
for growth in rural areas, he said.
"In the countryside, there are still a few hundred million
people without mobile phones," he said. "The market is bigger than
we imagine."
Wang said that China Mobile will spend CNY6 billion on subsidies
for TD-SCDMA handsets this year. TD-SCDMA is China's homegrown
third-generation wireless technology.
The company said earlier it will spend a total of up to CNY12
billion on various handset subsidies this year, up from CNY7.4
billion in 2008.
-By Aaron Back, Dow Jones Newswires; 8610 6588-5848;
aaron.back@dowjones.com