Duncan Clark
Duncan Clark
china closer costs half labor lower mobile national phones production research roughly
National benefited not only from lower labor costs but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days.
anonymous cards customers eliminate increase large names number taking whatever
Taking names down will not only increase AEPU/Operating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason.
autonomy brands capital china expense local mobile national promote province
China Mobile is actually 31 provinces, and each province has its autonomy and capital expenditures. Often they'll promote their own local brands at the expense of national brands they should be promoting.
china difference difficult highly manage sensitive time
China is a high-maintenance market. It is highly regulated, highly sensitive and difficult to manage from 15 hours' time difference away.
areas china cities emotional people responsive sort spectrum towns
You see a spectrum in China between more sophisticated, coastal cities, where people are more responsive to more emotional stuff, and the inland areas - the sort of second-, third- and fourth-tier cities and towns - which are more price-driven.
expectation limited reaction sure
There has been an expectation of a revaluation, and I'm not sure what the reaction will be to such a limited move,
adapt address problem
You have to adapt to the way you address these undeveloped markets, but there's no problem with penetration.