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The Ultimate 'Next-Generation' Mobile Gaming System

The Ultimate 'Next-Generation' Mobile Gaming System

Before all you Die Hard gamers on a post E3 convention rush get too excited, note we put quotes on “Next-Generation…” because this one is recommended for the age-6-and-up crowd. Also, to those business/suit types who are about to click away and search for “ARPU” and “Wi-Fi,” you might want to pause and read between the lines. OK, onto the skinny… Bandai have recently launched this very cool — a la Japanese style — clamshell handset to an eager young target market. In fact the handset was the must-have item during Japan’s recent Golden Week shopping spree… think Tickle-Me-Elmo-type hysteria. The “Card Commun” unit retails for about US$30 and features an onboard swipe function for the collectable character card-series based on Toei Animation’s popular Sunday morning cartoon show “Precure.” Simply put, this is like Pokemon and Tamagochi combimorphed, with a cycle or two of steroids tossed in! What really struck us was that while of course there is no voice function — or monthly call charges — it does have a P2P sync feature built in so kids can share content by joining their handsets together.

DoCoMo President-Elect Nakamura: A Man with a Mission

In an intervew with Nikkei BP, NTT DoCoMo’s new president Masao Nakamura has said he has three major goals; increase 3G FOMA subscribers, dig out new revenue sources such as mobile e-commerce and enhance customer satisfaction. After posting its highest ever operating profit of 1, 103 billion yen in the year to March 2004, it certainly looks as if Nakamura has his work cut out for him, especially as — on the surface of it at least — KDDI au seems to have consistently knocked the socks off DoCoMo in terms of gleaning 3G subs.

DoCoMo: Flat-Rate Data to Boost ARPU?

After the May 7 release of NTT DoCoMo’s full-year FY 2003 financial results, Tokyo analysts, financial consultants, and investment gurus have been churning out a steady stream of opinion and forecasts. After reporting stunning net profits of Y650 bn (about US$5.71 bn), at least some analysts predict the company is on track to return to the Y1-trillion operating profit level in FY 2004, ending 31 March 2005 (have any outside Japan achieved similar?). Among the more interesting gems: 2G average revenue per user (ARPU) was Y7,470 (Y5,570 voice, Y1,900 data; data was 25% of total) in 4Q2004, while 3G ARPU was Y10,360 (Y6,960 voice, Y3,400; data was 33% of total) for the same period. Clearly, 3G rocks! But that’s not all — read on for the predictions on how new, flat-rate data pricing will affect profits in FY2004.

Vodaphone KK Unleashes 2.5G Terminal Blitz

It’s been a year or so, but finally Vodafone K.K. is attempting an aggressive rollout of impressive (albeit) 2/2.5G handset terminals clearly aimed at fun– and the young. Over the next couple of months the company is adding 5 terminals [.pdf here], including the new V602 from Sharp and V601 from Toshiba that have mulitimedia features even more impressive than those aboard DoCoMo 900i series, as well as an improved radio phone from Sanyo and a clearer TV picture from Sharp. Better still, last week’s news that Vodafone has decided to adopt a FeliCa compatible removable solution for contactless payments shows the company is definitely on board with promoting the mobile phone away from a communications/ game device into become a viable e-commerce tool not only here in Japan, but potentially accross the vast Vodafone empire.

Japan Keitai Truisms

In a report released April 6, Tokyo-based Ipse Marketing gave the results of a survey conducted in January 2004 on the degree of usage of advanced phone features. The report said that users of mobile phones are “more adept at utilizing various functions in a mobile phone than they were a year ago,” and specifically highlighted Java application programs, movies, video, and the use of an external memory card as new features that the average i-moder in the street is increasingly using…

Vodafone Happy Talk?

Wireless Watchers will have noted that it’s changing-of-the-guard season in Japan, with NTT DoCoMo’s Keiji Tachikawa about to move on just as the company enters a self-described “paradigm shift.” We believe we know what his successor, Executive Vice President Shiro Tsuda, will be up to — mainly because DoCoMo strives at every opportunity these days to tell one and allit’s not a carrier any more, but rather a budding e-commerce service platform provider. More intriguing, however, are the senior staff developments at Vodafone’s struggling Japan opco, Vodafone KK (struggling, that is, through a device dry spell that won’t see any significant new 3G models out until the fall). Big V has just shipped over a new COO, David Jones, who has arrived, we guess, with a briefcase full of spring-cleaning items. Certainly the appointment of a new chief operating officer hints at a change of gear for the company. Is this a push to boost the lagging 3G provider from neutral to at least first gear?

Mobile TV Solution Coming?

On top of launching full-scale digital-satellite-to-mobile-terminal broadcasting services on July 1, Mobile Broadcasting Corp. (MBCO) and its main technology backer Toshiba Corp. are making a strong, and they believe attractive, push to generate digital broadcasting revenue streams for Japan’s wireless carriers in April 2006 when DoCoMo, KDDI, and perhaps Vodafone K.K. will unleash mobiles with digital TV tuners on them. Talking to Shigekazu Hori, vice president and general manger of Toshiba Corp.’s Network Services & Contents Control Center last week, the planets could finally be aligning for a tailor-made revenue model that will finally convince Japan’s carriers to equip mobile phones with television. And, of course, as mentioned by DoCoMo’s Keiji Tachikawa last week, the fact that MPEG-4 standards have been settled and H.264 is coming doesn’t hurt either.

DoCoMo Partially Denies Hutchinson 3UK Pullout

NTT DoCoMo has denied media reports here that it is pulling out its stake in Hutchinson 3G UK Holdings Ltd. after Hutchinson failed to roll out i-mode. In a statement today, DoCoMo said it “has made no decision about ending its investment in Hutchison 3G UK Holdings Limited,” but stopped short of fully denying local reports that it was pulling the plug on its July 2000-acquired 20% interest in Hutchison 3GUK for about 186 billion yen, the book value of which has withered to under 40 billion yen as the joint venture struggled to launch its 3G service.

DoCoMo 3G FOMA Goes (partially) Flat Rate June 1

It’s official: the switch to flat rate for packet communications by NTT DoCoMo starts on June 1 at 3,900 yen per month—300 yen cheaper than KDDI. Is this the start of a new era of price wars that rapidly commoditize 3G services—reminiscent of what happened on Japan’s ADSL market a few years ago? Not if DoCoMo president Keiji Tachikawa can help it. Our first observation today was how few subscribers the flat rate will apply to—only heavy users who are used to price plans starting at 6,700 yen. The second point was DoCoMo’s opinion that perhaps only a third of heavy users might take advantage of the flat rate option this year.

Fujitsu, Mitsubishi Forge 3G Handset Alliance

Here’s one for the books: Symbian OS proponent Fujitsu and Mitsubishi (which makes decent handsets for the domestic market but is unknown outside of Japan) have announced that they are getting together to develop new FOMA handsets. The press release today appears to be dressed up in terms of Fujitsu offering its expertise to Mitsubishi with Symbian, but it also hints that the two will combine on hardware development too. Given the fact that Fujitsu is a leading proponent of Symbian, and that DoCoMo president Keiji Tachikawa hinted that Symbian will be the OS of choice, the announcement looks as if Mitsubishi has figured the lay of the land and jumped on the bandwagon.