How Japan is different: Pre-paid in the U.S. is for those with dodgy credit ratings, but in Japan, Vodafone’s latest nibble at the edges of the Japanese market now includes an 24-hour online prepaid service called Prepaid Online Recharge that includes an SMS service that automatically informs customers when their account is close to expiration or when their balance is low.
The redoubtable reporters at Japan’s leading business daily, the Nikkei, have just come out with a poll showing that 1,000 Japanese teenagers surveyed recently moaned that their mobile phone bills are eating up to half their pocket money. In fact, a lot of them apparently said they wanted to reduce their spending on mobiles so they could do other productive (consumptive) pursuits such as buying fashion or going to rock concerts (fine, as long as it’s Motorhead). Although this sounds like a silly season story (baring in mind that few things are sillier than Christmas in Japan) and the poll didn’t give any real useful demographics (where, when, ages, etc.) it sounds about right to us!
NTT DoCoMo Inc. has admitted its first-ever weekly slip in i-mode subscriptions. According to DoCoMo records, it had 40,132,000 subscriptions to i-mode on Dec. 7, a drop of 12,000 compared to the total on Nov. 30, according to data published on its Web site.
What’s up with all the analysis of Vodafone recently? The slow uptake of its W-CDMA service and failure to keep up with Au/ KDDI’s cdma1x/WIN service in terms of new subscribers has some press and analysts questioning the carrier’s strategy. But let’s look at the larger picture: Vodafone had 93,200 subscribers at the end of November — its first year of 3G service. That’s hardly a “ringing” endorsement of VGS (Vodafone Global Standard.) On the other hand, it’s not bad at all for a service which has not had the benefit of a high-profile promotional campaign. In fact, Vodafone has only put out a few low-key displays at official shops. In contrast, NTT DoCoMo had 142,400 subscribers at the same point in the life of FOMA and it had been promoting FOMA every chance it could. Now it has decent handsets at bargain prices and a network that it claims covers 99.6 percent of Japan’s population, DoCoMo is adding about 300,000 subscribers per month. So let’s not forget that it’s really still very early days for Vodafone.
Just got news out from DoCoMo today that Big D has developed its first WLAN FOMA module. Details are sketchy at the moment, with official information we could find limited to a single statement in Japanese. However, the IEEE802.11b compatible clamshell weighs 123g and is 103 mm long by 53 mm wide. DoCoMo has yet to release other specs, or say when the phone is going to be on the market, but a big move for WLAN-FOMA has been on the cards ever since Big D announced it was trailing a FOMA-WLAN network at Japan’s gateway to the world- Narita Airport, with Japan Airlines this June. Meanwhile FOMA added a record 334,000 subscribers in October, underpinning the impression that 3G is finally flying. Could the next batch of FOMA cellies, out in February 04 have WLAN? The news comes on top of a recent report on DoCoMo by CSFB’s Mark Berman appropriately titled 2004: The Year of 3G, predicting FOMA subscriber growth surging to a million a month…
Vodafone KK has renewed the design and concept of its outlets called Vodafone Shops. Now that its “Sha-mail” service lost its overwhelming power to attract customers, the company is poised to start new mobile information distribution services. The company had a bitter experience in losing subscribers after it reduced the number of the types of the handsets used for its service. handsets. Also see WWJ articles on this from Oct. 8th and Nov. 21st.
