Japanese Cellphones & Global Markets
Lets take an A-B-C approach on this recent post from NYT. Since Gen Kanai has already provided a strong and balanced review, taking an open-source software approach, we will stick to the hardware aspect for our humble comments herein.
As long-time observers of the Japan market, with a decent grasp on the global stage considering that’s where many in our audience are based, we have a few thoughts about possible handset futures. As we see it, there are basically two niche ends of the spectrum: smartphones and emerging markets, so it’s reasonable to expect some near-term activity with DoCoMo and one or more of their handset partners getting underway in India, for example. A single digit share in either of those growth areas, let alone the main-stream replacement cycle, would easily surpass the home market annual volumes shipped as indicated at about 30M units. Now to the A-B-C heart of our argument. Follow along after the jump.