According to Teruo Katsura, Managing Director and Member of the Board of Panasonic Mobile Communications Co. Ltd, (PMC), Panasonic is targeting a1 trillion yen, in sales and 40 million handset production schedule for 2006, and is aiming at an 8% global market share in terms of terminal shipments by 2006. Speaking at a strategic briefing today, Katsura said that PMC wants to boost its sales 250% of its 2003 levels and hit GSM hard in Asia in particular.
With the latest Telecommunications Carriers Association (TCA) figures in for January, the success of DoCoMo’s new 900i series looks like the best hope for the company to overturn four months of KDDI dominance in picking up subscribers. TCA figures for Jan. 31 2004 indicate that KDDI again proved overwhelmingly popular, with the company picking up 500,100 CDMA 2001x subscribers (against a loss of 268,100 CDMAOne subs) against FOMA’s 132,600 increase and Vodafone’s 11,100 W-CDMA subs.
KDDI, Japan’s number two wireless carrier, has both been surging ahead of DoCoMo and Vodafone K.K. with its new net adds over the last quarter, and in profits. Last Friday, Jan 30, the company announced that its net profit grew 140.5% to 123.4 billion yen ($1.2 billion) for the quarter ending December 30, 2003 compared to last year.
“The single biggest benefit that was discovered in Japan was that you need to be fair in sharing the revenues with the content developer. It is not fair to say to a Disney or a CNN, ‘Give me half your money, and then I will put you on my network.’ DoCoMo approached this with the rough idea they would like to keep 10% and give the content developer 90%,” says Tomi Ahonen, a long-time industry watcher, prolific mobinet author, and ex-Nokia consultant. He points to Japan’s stark contrast with Europe, where operators took a 50/50 or 60/40 approach. “Under these terms, [European operators are] very unlikely to attract a large community of developers.” He also has a pretty good ideas as to what EU and the US must do in 2004 to establish successful 3G services. Log on to hear these comments and much more in this lively interview.
Tune in for a WWJ exclusive year-end interview with IDC Japan Communication Research Division’s Senior Analyst Michito (Mitch) Kimura. In this video program, Kimura, a veteran IDC analyst, casts his eyes on the ups and downs over the last year in the world of wireless and takes a look at prospects for 2004. He details the strategy at Japan’s three carriers, NTT DoCoMo, KDDI, and Vodafone, and offers his view on the prospects for Japan’s ever-surging content business. Kimura-san also gave us his perspective on the continued evolution of 3G, handset replacement cycles, and – a favorite topic of ours – Japan’s first packet pricing war.
KDDI has taken more than 50 percent of new subscribers for the third month in a row, and there is good news at last for Vodafone, for the first time since June the struggling carrier actually broke the 100,000 barrier. DoCoMo however ended the year down in Japanese carriers unrelenting battle to get more cellies in pockets and handbags. The latest figures out show that KDDI took a huge 289,500 subscribers, more than double that of DoCoMo’s 114,600.
