AT&T Subsidies Apple with $325 per Each 3G iPhone Sold ¾ÖÇÃÀº AT & T º¸Á¶ 325´Þ·¯ °¢ ´ç 3G ¾ÆÀÌÆù ÆÇ¸Å
After the recent announcement from Steve about the next generation 3G iPhone selling price of only half of what being sold when he first launched the EDGE version iPhone since last year, most of us wonder how Apple Inc. can make a good margin out of them. 3G ¾ÆÀÌÆù ¹«¾ùÀ» ÇÒ ¶§ óÀ½À¸·Î Áö³ÇغÎÅÍ EDGE ¹æ½Ä ¹öÀüÀÇ ¾ÆÀÌÆùÀÌ Ãâ½Ã ÆÇ¸ÅµÇ´Â °¡°ÝÀÇ Àý¹Ý ¹Û¿¡ ¾È¿¡¼ ÆÇ¸Å ´ÙÀ½ ¼¼´ë¿¡ ´ëÇØ ½ºÆ¼ºê´Â ÃÖ±Ù ¹ßÇ¥ÇÑ ÈÄ, ¿ì¸®´Â °¡Àå ÁÁÀº ¹æ¹ý ¾ÖÇà ±×µéÀÇ ¿©¹éÀ» ¼ö ÀÖÀ»±î. Although the ºñ·Ï Apple¡¯s 3G iPhone Hardware BOM cost 3G ¾ÆÀÌÆù ¾ÖÇÃÀÇ Çϵå¿þ¾î BOM¿¡ ºñ¿ë has been significantly reduced due to re-engineering and strong bargain power, but there is another huge factor that contributes to its profit margins – huge subsidy from AT&T. ´Ù½Ã - ¿£Áö´Ï¾î¸µ°ú °ÇÑ Àü·ÂÀ» ´ëÆø ¹Ù°Õ¼¼ÀÏ·Î ÀÎÇØ °¨¼ÒÇϰíÀÖ´ÙÁö¸¸ ÀÌ¹Ì ÀÚ»çÀÇ ÀÌÀ±À» AT & T°¡¿¡¼ - ¾öû³ º¸Á¶±ÝÀ» ±â¿©ÇÏ°í ¶Ç ´Ù¸¥ Å« ¿äÀÎÀÌ´Ù According to Oppenheimer analyst, Yair Reiner, AT&T plans to subsidy Apple Inc. with $325 for each 3G iPhone that they push to market. ¿ÀÆæ ÇÏÀ̸ÓÀÇ ¾Ö³Î¸®½º Æ®ÀÎ, Yair ¶óÀ̳Ê, AT & TÀÇ °èȹ¿¡ º¸Á¶±ÝÀ» 325´Þ·¯ °¢ ¾ÖÇà 3G ¾ÆÀÌÆùÀ» ½ÃÀå¿¡ ¹Ð¾îÀ§ÇÑ ±×µé¿¡ µû¸£¸é. Obviously, this is lots more higher than typical smartphones manufacturers that used to enjoy only up to $200 subsidy from US service providers. ¹°·Ð,ÀÌ ¸¹°í ´õ ÀÌ»ó ÀüÇüÀûÀÎ ½º¸¶Æ®Æù Á¦Á¶ ¾÷ü´Â ¹Ì±¹¿¡¼¸¸ ¼ºñ½º Á¦°ø ¾÷ü¿¡¼ ÃÖ´ë 200 ´Þ·¯ÀÇ º¸Á¶±ÝÀ» Áñ°Ü »ç¿ëÇß´Ù.
Again this can be tied back to Apple Inc unique marketing strategy as well as its strong bargain power. ¶Ç ¾ÖÇÃÀÌ ´Ù½Ã IncÀÇ µ¶Æ¯ÇÑ ¸¶ÄÉÆÃ Àü·«»Ó ¾Æ´Ï¶ó °·ÂÇÑ ±Ç·ÂÀ» °øµ¿ ¹Ù°Õ¼¼ÀÏ ¼öÀÖ½À´Ï´Ù. By lowering down the retail price to a level even lower than most of the middle end smart phone in the market, it stands a great advantages in wiping off majority of market shares with price slashing. ½ÉÁö¾î´Â Áß°£ ¼öÁØÀÇ ³¡¿¡ ´ëºÎºÐÀÇ ½ÃÀå¿¡¼ ½º¸¶Æ®Æùº¸´Ù ³·Àº ¼Ò¸Å °¡°ÝÀ» ³·Ãß´Â ¹æ¹ýÀ¸·Î, °¡°ÝÀ» ´ëÆø ³»·È½À¿Í ÇÔ²² ½ÃÀå Á¡À¯À²ÀÇ ´ëºÎºÐÀ» ´Û¾Æ Áֳ׿¡ Å« ÀåÁ¡ÀÌ´Ù. On the other hand, it managed to negotiate with AT&T for higher subsidy so that at the end it could still earn more especially when the sales volume increase. ¹Ý¸é¿¡, ±×°ÍÀº AT & T´Â ±×·¸°Ô ³ôÀº º¸Á¶±Ý¿¡ ´ëÇÑ ±× ¸»¿¡ ¾ÆÁ÷µµ ´õ ¹ú ¼öÀÖ´Â Çù»óÀ» °ü¸®ÇÒ ¶§ ƯÈ÷ ÆÇ¸Å·® Áõ°¡Çß´Ù. On top of basic subsidy, AT&T will pay Apple Inc. additional $100 for new contract signup in Apple stores, that makes up a total of $425 net profit per unit of iPhone sold. ±âº» º¸Á¶±Ý, »ó´Ü¿¡¼ ¾ÖÇÃÀº AT & TÀÇ ¾ÖÇà ¸ÅÀå¿¡¼ Ãß°¡·Î 100 ´Þ·¯ÀÇ »õ·Î¿î °è¾àÀ» °¡ÀÔÀ» À§ÇØ, ±× »ç¹éÀ̽ʿÀ´Þ·¯ ¾ÆÀÌÆùÀÇ ´ÜÀ§´ç ¼øÀÌÀÍÀÇ Çհ踦 ÁöºÒÇϰԵȴ٠ÆÈ¾Ò´Ù.
Reiner forecasted the new iPhone volume could ramp up to 15.2 million units in 2008 and 33.2 million units in subsequent year. ¶óÀ̳ʴ 2008 ³â 15,200,000 ´ÜÀ§¿Í ÈÄ¼Ó 33200000 ³â ´ÜÀ§±îÁö ÁøÀÔ·Î ¼öÀÖ´Â »õ·Î¿î ¾ÆÀÌÆù º¼·ýÀ» Àü¸ÁÇß´Ù.
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September 1st, 2008 04:08 2008³â 9¿ù 1ÀÏ 4½Ã 8ºÐ
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