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1、EquityResearch4December2017TechnologyNovemberWirelessSubscriberSurveyINDUSTRYUPDATEU.S.ITHardwareTheBarclaysWirelessSubscriberSurveywasconductedinthesecondhalfofMarkMoskowitzNovember.Samplesizewas1,020respondentsfromtheU.S.,China,UK,andGermany.+14152634456Therearemanyin
2、terestingtakeawaysfromtheresultsrelatedtosmartphonesandmark.moskowitz@barclays.commobilenetworkoperators.WethinktheresultsprovideinvestorsaframeworktoassessBCI,UShowgrowthprofilescouldpivotforboththesmartphoneindustrialcomplexandmobileU.S.TelecomServicesnetworkoperators
3、intheyearahead.AmirRozwadowskiUpgradeintentionishigh.62%ofsurveyrespondentsplantoupgradetheirdevice+12125264043within12months,while73%plantoupgradewithin18months.Basedonsurveyamir.rozwadowski@barclays.comresults,thecalculatedaveragereplacementcycleis25.9months,elongatin
4、gfrom20.3BCI,USmonthsinourJulyWirelessSubscriberSurvey,publishedAugust9,2017.ThelongerU.S.InternetreplacementtimewasledbyGermanyandtheUK,whichstandat27.4and28.9RossSandlermonths,respectively.+14152634470StronginterestintheiPhone.54%ofthoseexpectingtoupgradeareplanningto
5、ross.sandler@barclays.compurchaseaniPhone.Withinthatgroup,theiPhoneXaccountedfor35%ofthemix,BCI,USwhichishigherthanthe18%forthe$1,000iPhoneindicatedinourlastsurvey.ThesurveyimpliedASPoftheiPhonemixis$823,whichishigherthantheretailiPhoneU.S.SoftwareASPof$700reportedbyIDC
6、inrecentquarters.Meanwhile,thereisstronginterestinSaketKalia,CFA+12125268465legacyiPhonemodels,whichaccountedfor31%oftotaliPhonebuyingintentions,andsaket.kalia@barclays.comthiscouldbeapartialheadwindforASP.BCI,USHigherswitchingintentwithnon-iPhonecamp.iPhoneusersshowedm
7、ateriallylowerswitchingintentionthannon-iPhoneusers.Only6%ofiPhoneusersplantoswitchtoCanadianTelecommunications,Media,andTechnologyotherbrands,while23%ofnon-iPhoneusersplantobuyaniPhone,ledby37%andPhillipHuang30%switchingdemandfromnon-iPhoneusersinChinaandtheU.S.,respec
8、tively.+14168638968Servicesspendingtrendsandinterestinaddedlayerofsecurityareworthnoting.phillip.huang@barclay
