Tokyo Analyst: 2003 Wireless Outlook
“Camera phone penetration is increasing. With the newest handsets – particularly in DoCoMo’s case – the packet downloads have just surged. So you’ve got much higher packet usage – two to three times higher now on the camera phones,” says CSFB sr. telecoms analyst Mark Berman. Watch our 2003 kick-off program as we pick the brain of one of Tokyo’s most respected industry watchers on what to expect in ’03. DoCoMo, KDDI, J-Phone, ARPU, data trends, and multimedia: these are a few of our favorite things!
“They have high-speed network links back to planet Earth. The architecture diagram of Mars Rover looks just like the architecture diagram of any ol’ Earth-based, end-to-end enterprise app. And they’ve got this problem that the network link is very slow… it has high latency.” Well of course. It covers a hundred million kilometers. In today’s program, we bring you a special year-end wrap-up including a couple of clips that didn’t make it into our regular programming. Join us for WWJ’s special year-end web video! Thanks to all for your comments and support, we look forward to another super year in 2003.
On December 3, J-Phone Co., Ltd. held a press conference in Tokyo to announce the launch of a new third-generation (3G) wireless network under the “Vodafone Global Standard” service name. “SMS is a form of data roaming and we also have packet roaming” said J-Phone president Darryl E. Green at last week’s 3G launch, adding, “It’s not as rich as it could be, but we’re working on many things.” Watch this exclusive report from the Tokyo event, including one-on-one interviews with Green and CTO John Thompson and highlights of 3G technology demos.
Last month, researchers at the International University of Japan released a report detailing surprising conclusions about consumer behavior and usage of mobile networks. “Business mouths are watering at the opportunity for location-based marketing,” says professor Philip Sidel of the International University of Japan. But it ain’t necessarily so, and Sidel states: “We believe that previous authors have adopted a much too simple framework for ‘contextual marketing’.” His exhaustive research offers surprising results to those who would sell via cell
NTT Communications doesn’t expect to generate large revenue from WLAN itself, says senior executive vice president Shuji Tomita. Instead, the company will bundle hotspot access via high-speed WLAN base stations with landline connectivity and value-added services including roaming, security, and IPv6. The company’s software will also offer secure communications into the Internet itself and into corporate intranets using IP-based VPN (virtual private network) technologies via a security server that is co-located with the corporate client’s network. They’re also busy boosting their 250-base-station network to 1,000. Phew!
You can watch streaming video on cellys in Japan, and it isn’t often that tech providers flip back the cover to show how it works. In October, NTT DoCoMo launched their V-Live service on 3G, powered by Fujitsu and US-based NMS Communications. We show the details behind the magic, then drop in on Gartner Japan to get the skinny on the business of mobile streaming. The provision of live or archived video and audio streams to mobile phones using the third-generation IMT-2000 network standard has yet to gain wide usage. Nonetheless, in October, NTT DoCoMo, Inc. strengthened its multimedia content offerings by expanding services provided under its “M-Stage” brand name. It’s still early days, but this stuff really works!
If you’re going to build one of those tiny i-mode websites or create a downloadable Java application (Games, anyone?), then you’re going to have to test your software before going live – and that means using emulator tools. If you don’t, you have to use actual handsets for testing and the packet fees would wipe out even the fattest bank account. We visit leading provider Zentek, and then speak with Tokyo University expert Dr. Sam Joseph – who has a lot of experience in making emulators actually emulate. Want to know what portion of a mobile project’s costs are consumed by testing prior to launch? Watch this one.
One of the best aspects of working at WWJ in Japan – the country most responsible for creating the post-war consumer electronics revolution – has to be covering the trade shows. October’s CEATEC is one of Asia’s coolest (and largest) electronics showcase events, and Japan’s cell-phone makers rolled out their very best gear. We speak with Sharp about camera keitai (What’s the cost to add a camera-thingy to a phone?), Hitachi about cell phones morphing into computers (cellys now have 133-MHz CPUs – same as PCs used to), and take a look at J-Phone’s first 3G handset from Sanyo. One of our best programs to date!
Our final program from Sun’s JavaOne conference sees Rich Green, VP and General Manager for Java software, fielding questions on the content provider ecosystem, the transfer of made-in-Japan mobile programming expertise to overseas markets, and how terminals are becoming ever more complicated – due at least in part to Java. One of the most interesting questions that Rich addresses is whether carriers outside Japan will be able to create and foster a “content ecosystem” similar to that established domestically by NTT DoCoMo (and, to a similar degree if not extent, competitors J-Phone and KDDI) — which many have pointed to as a major reason behind the success of mobile computing (and Java) on Japan’s wireless webs.
This week, we finish our two-part interview series with James Gosling, founder of the Java programming language now being applied to diverse mobile uses in Japan and elsewhere. Some people have concluded that lessons from Japan’s weird, mutant keitai market — with a single dominant carrier and mobs of cell-phone-obsessed gadgety commuters — just don’t apply in normal places like North America and Europe. The inventor of Java says, “I think those people are deluding themselves. They don’t appreciate the extent to which people in North America [also] find that technological devices actually make a difference.” Part II of one of WWJ’s most intriguing interviews ever.