安価なiPhoneによってAndroidを駆逐できるか？という話。

Can Apple stop the Android Army's advances? | Tech Gear News - Betanews

Apple cannot win the smartphone wars, but it could dramatically slow Android's advances by taking a dramatic risk to its handset margins: offer a $99 iPhone 4 available globally, following iPhone 5's release. Such an aggressive pricing strategy could be enough of what Apple needs to win the mobile platform wars.

iPhone5 発売時に iPhone4 を$99に値下げするなど、アグレッシブな価格付けを行うことがAndroid に勝つ手段であるとしています。

It's all about Apple doing with iPhone 4 what it does today with iPhone 3GS on AT&T -- offer a cheap smartphone for people who want the device and user experience but can't pay $199 or $299. But the offer would have to be global. The discounted 3GS is 49 bucks, and AT&T advertises it quite aggressively here in the United States. Actually, I often see more TV spots during Prime Time for the 3GS than iPhone 4. Somebody must be buying it.

例えば AT&T は、 iPhone 3GS を $49 まで値下げし、更にはプライムタイムの CM で強いプロモーションを行っていたりします。

The point: There is a huge market for cheap iPhones, provided Apple sells an older model. But why just AT&T? Why not some of the other carriers -- 186 of them in 90 countries? The challenge for Apple is cannibalization. That people will buy the cheap, older model rather than the new one. I don't think that will be much of a concern with iPhone 5,

iPhone4 を安価にした場合に問題となるのが、iPhone5とのカニバリズム(市場の共食い)です。しかし、これも iPhone5 が優秀なユーザエクスペリエンスを提供することによって解決するのではないでしょうか。

iPod の例を見るまでもなく、Apple は価格とセグメンテーションがとてもうまい会社です。iPhone5の販売戦略は今後のスマホ市場に大きな影響を与えそうです。とはいえiPhone の場合、キャリアの思惑も働きますからiPodほど簡単にはいかないでしょう。