DoCoMo to Grab 3G Lead from KDDI

In the 1997 movie Titanic, Thomas Andrews, the ship’s designer, states: “From this moment, no matter what we do, Titanic will founder… It is a mathematical certainty.” In the same light, it’s interesting to note today’s news from NTT DoCoMo, stating the carrier surpassed 20 million 3G FOMA subscribers on 29 December 2005. If we assume the same rate of growth this month, and compare to KDDI’s presumed rate of growth in December and January, we can make a pretty good guess as to when Big D will grab 3G lead. More importantly, what does this mean for the market?

(Excerpt from full article) We can also expect January to be a good month for phone sales — for all carriers — due to a rather significant practice in Japanese culture: o-toshidama. This is the practice of giving gifts of money to children and teens. The money is usually given in little decorative envelopes, and according to 1999 data from the Kumon Children’s Research Institute, an average child received around 40,000 yen (I guess it’s more now). Most significantly: “Most save the money, [but] others spend it on relatively expensive computer games, clothes, and CDs.” And phones, we suspect.