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the mobile ®evolution

Some sage advise when entering new turf; Stop, Look and Listen.. it’s also good to find a local guide to help smooth your path. Japan is the cradle of mobile civilization and WWJ has covered this story for over a decade – trust our archives here offer some useful material.

Domestic activities continue to set the pace, and increasingly sharp players are looking at global markets. We have hard-earned industry knowledge and built a trusted network of contacts with access to advanced intell. and potential deal flow. Need a lift.. best buckle-up!

  • Ode to the Joy of Disruptive Tension – And Zen

    Just a few quick thoughts while we have a moment, as there is always plenty of background activity for us here, to note the musical chair action happening just beneath the surface. Let’s peel a layer on the wonderful example of Game Theory currently taking place related to mobile operating systems and a predictable rise of Tizen over the months and years to come. For a decent current overview on this effort, including what’s new in the 2.0 Magnolia build, see their FAQ section [.pdf]

    As with the demonstrated rise and fall for handset makers; Nokia > Blackberry > iPhone > Samsung.. (food for thought on a separate post about who is gearing up to be ‘the’ next contender there), the same evolution is afoot for embedded operating systems and application platforms as well. While there are nearly as many reasons as new players in that dance, simply put; it’s not a matter of If but When we see a real shift in this space.

    The current environment has two well entrenched incumbents, riding herd on their respective global brands and combined historic resource offerings. The challenge with that ‘lock’ of course is other key players in the value chain have become, essentially, assembly lines and bit-pipes. The handset makers and telcos, generally speaking, have gone along with the current phase – little choice – while examining their options and considering best growth path opportunities.

    As we move towards fast, dependable and affordable network infrastructure combined with ever more powerful handsets, the usage, options, and recurring revenue potential at the client service layer becomes increasingly more valuable. As the operators and device makers consider their desired roles in that new world order, an open-source operating system based on Linux presents clear potential benefit. Looking at the larger so-called Internet of Things future, that exact same logic applies to TV and Auto (etc.) industry players as well.

    So.. what does any of this have to do with Japan? Perhaps note ‘Who’ is Chair of the Tizen Association – see the presentation by Nagata-sensei back in 2012 [.pdf] along with his leading comments on their release during MWC this year. In fact, DoCoMo, and partners, had announced this course of action was on their road-map three years ago and have confirmed they will begin shipping the first Tizen units here later this year.

    It’s tempting to go longer on this theme, for example; will Sprint continue if when SoftBank takes control, but with powerful core members already lining up – and a post AOL era for the mobile web on the horizon – let’s just say that clock is ticking.

    As always, it will be interesting times and we’ll be watching.

    – Lars Cosh-Ishii

    Filed Under: Editors Note

DoCoMo Doubles Zenrin Stake

DoCoMo doubles equity in Zenrin map service to 20% – at $2,400 per share – $7.2M investment, 2nd largest shareholder [J] http://bit.ly/euBu2

Machine Translation:

NTT DoCoMo announced on the 24th that they would do an additional investment to Zenrin DataComm that delivered map information for the Internet in the Zenrin subsidiary company. DoCoMo improves the ratio of capital contribution from 10.2% to 20.6% dated September 10 according to the allocation of new shares to a third party of the Zenrin data. The amount of the payment is 240,000 yen per stock, and total is 729 million yen. DoCoMo becomes a 2nd place stockholder following Zenrin that is the parent company of the Zenrin data.

DoCoMo was on business and entered capital participation in the Zenrin data in June, 2007. It will stuff with concrete time and choosing a suitable person in the future though talent who assumes the position from DoCoMo of the director class of the Zenrin data is scheduled to be sent along with this additional investment. As for DoCoMo, the preparation for making of advanced cell phone standard “LTE” by which it is high-speed and a large capacity can communicate a business is advanced, and the location-based service for carrying like the map and sightseeing information etc. on the underground shopping center is scheduled to be strengthened. Via Nikkei.

KDDI Selects LTE Platform Providers

Motorola and NEC get the nod to provide KDDI’s LTE platform scheduled to start operating in December 2012 via Bloomberg: http://bit.ly/pTCT1

SoftBank Mobile Trials for LTE

SoftBank Mobile gets ministry approval for LTE trial, thru spring 2010, using 1.5GHz spectrum in Fukuoka Prefecture. [J] http://bit.ly/zfO3m

DoCoMo Delays Sale of LG Handset

DoCoMo delays sale of L-04A by LG on software glitch related to camera function [J] http://bit.ly/1Lm2b8 Product Details http://bit.ly/7Q2OR

Suica Reports July Transactions

Suica & PASMO reports 42.91M retail purchases in July = 1.63M per day +195% from Apr’07 [J .PDF] http://bit.ly/VjawY

Lead Via: Original Post by Julien Cayzac.

Machine Translation:

Electronic money utilization number of cases per 1 months of Suica and PASMO to break 4,000 ten thousand cases to July, 4,291 ten thousand cases With it became.

In the future enlargement of the available place of Suica and PASMO is assured, by the fact that convenience improves the customer. It starts meeting expectation. Total value of the utilization number of cases of Suica and Suica PASMO in the PASMO participation store.

Is the traffic type IC card electronic money utilization number of cases per 1 months of Suica PASMO which in July 4,000 ten thousand cases.It broke (approximately 4,291 ten thousand cases). As for Suica electronic money, since starting 2004 March service, convenience store of station.

The eating-house, to advance the introduction to the super, beverage vending machine and the taxi and the like, with all scenes of life, electronic Manet – It tackled the enlargement of the place where you can utilize liquidation.

In addition, as for PASMO electronic money with start of 2007 March of PASMO simultaneously service the mutual utilization of Suica. The tart points, the PASMO electronic 11 corporation, even also enlargement of the participation store to station.

In order that, it contributes to the development of area along the railroad line area, it tackled the offer of service. As in the future enlargement of available place is assured, by the fact that it improves convenience, in expectation of the customer. It starts answering. The Odakyu electric railway Keihin Electric Express Railway Co., Ltd Seibu Railway Co., Ltd. Tokyu Corporation Tokyo subway Tokyo traffic bureau Tobu Railway Co., Ltd. Keio electric railway Keisei Electric Railway Co., Ltd. Sagami Railway Co., Ltd. national capital region new city railroad.

< Reference >
* The highest utilization number of cases approximately 1,630,000 case per 1 days of Suica PASMO
* The Suica PASMO issue quantity approximately 4,232 ten thousand Suica issue the quantity approximately 2,933 ten thousand (the inside electronic money correspondence approximately 2,681 ten thousand)

PASMO issue the quantity approximately 1,299 ten thousand (2009 7 end of the month presently)

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