The Telecom Carriers Assoc. stats just released for February sales activity indicate that the majority of mobile phone customers in Japan have now migrated to 3G. DoCoMo added over 828,000 new 3G contracts for a total of 22 million, KDDI/au added 309,000 for 21 million and Vodafone managed to sign-up 195,000 new 3G customers for a total of just under 3 million.
As WWJ predicted last month, the latest Telecommunication Carriers Association numbers confirm that DoCoMo has indeed gone on to ‘Grab [the] 3G Lead from KDDI.’ OK — so the news isn’t startling given that the trend for the past several months has been growing in DoCoMo’s favor. The news that has been below almost everyone’s radar screens, however, is the exceptional performance of upstart PHS carrier Willcom and its success in attracting new customers compared to third-place 3G carrier Vodafone. The folks over at Willcom posted a net subscriber gain of 80,200 in January compared to Vodafone’s paltry 17,600 result.
Skype has just introduced two new, updated clients for the Windows Mobile 5.0 platform: Skype for Pocket PC Beta version 1.2 and Skype for Pocket PC low CPU Beta version. This latest release claims full support for low-CPU devices with 300+ MHz processors. Users will be able to download and install the Internet telephony application with Danish, Dutch, Italian, Japanese, Korean, Norwegian, Portuguese Brazil, Russian, Spanish, and Swedish language plug-ins and it also supports the new call-forwarding feature and landscape mode for 240×240 and 480×480 screens.
We expect to see even more buzz on this development in the local wireless community with Willcom’s new Zero3 dual-mode Smartphone, made by Sharp, which just hit the street here last week. In fact, eager buyers were lining up to order the unit in early December and we’ve even noticed a Wiki site [Japanese only] dedicated to the Zero3, one of the hottest QWERTY handsets available in the domestic market.
The potential of VoIP flat-rate voice calling for mobile — including long-distance — takes another huge step with this announcement. Yes, it’s a narrow niche of users who will adopt this here… for now. However, for incumbent cellcos, the kanji is on the wall and they will undoubtedly have to respond to this truly disruptive technology if they wish to save their voice-centric business model.
NTT DoCoMo have just the new 902i-series of 3G FOMA handsets, featuring the new "PushTalk" walkie-talkie-style communication service. PushTalk will run over the 3G packet communication network and will allow phones to be used like walkie-talkies for simultaneous, one-way communication from one 902i user to as many as four other 902i users. The service will be launched in the near future concurrently with the 902i-series. DoCoMo said they are planning to waive communications charges (5.25 yen for each one-way call) through the end of December 2005.
The announcement confirms recent rumours (reported on WWJ) that the giant carrier would market a walkie-talkie-style service, already popular in the US, to defend falling market share and respond to flat-rate voice and data products offered by KDDI/au, Vodafone Japan and Willcom.
Willcom, Microsoft and electronics maker Sharp are teaming up to deliver a corporate-targeted PDA WLAN handset for the Japanese market that will incorporate Windows Mobile 5.0 as its operating system. Scheduled for a December release, the W-Zero3 will operate over Willcom’s PHS (personal handyphone system) network.
Equipped for both voice and data, the handset makes full use of its Microsoft connection to juggle an assortment of PC-based functions over its handy slide-out QWERTY keyboard in addition to the standard mobile touch pad. Users can access PC-based email addresses, edit Microsoft and Excel documents on a bright, 3.7-inch VGA touch screen (the unit comes with a PDA-style stylus) and thumb through Excel, Word, PowerPoint and PDF files.
Shares of Jupiter Telecommunications Co. rose as much as 2.9 percent after a report that Japan’s biggest cable television provider may begin its own cellular phone service using Vodafone Group Plc’s Japanese network. Jupiter’s stock rose 1.5 percent to 94,900 yen as of 9:58 a.m. in trading on the Jasdaq. The company may sign up with Vodafone K.K., the local unit of Newbury, England-based Vodafone, next year, said Jupiter President Tomoyuki Moriizumi in an interview with the the Yomiuri newspaper. Officials at Tokyo-based Jupiter were not available to comment on the report.
