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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.

KDDI vs. DoCoMo: FOMA Forging On?

Last Friday’s monthly report released by the Telecommunications Carriers Association contained more grief for NTT DoCoMo’s 3G planners: While the carrier’s FOMA subscriber base grew by a healthy 15% in February, bolstered no doubt by the 900i-series handsets, KDDI yet again handily beat DoCoMo. While we aren’t reviewing our measure of confidence in the 900i-series, even after Big D admitted that the “best 3G phones in the world” were suffering from software bugs and had to recall nearly 70,000 Fujitsu handsets, we do note that NTT DoCoMo in Kyushu ‘fessed up last Friday to padding its subs figures so as to avoid the distinction of being the first DoCoMo sales region to actually suffer a (Gasp! Grrr!) net decrease in subscribers, according to Kyodo.

DoCoMo's Paradigm: Flat Rate Forces Shift

DoCoMo's Paradigm: Flat Rate Forces ShiftLast Friday’s NTT DoCoMo press briefing was an eye-opener as President Keichi Tachikawa hinted at the tectonic changes reshaping Japan’s mobile data market. After reviewing the company’s stance on US W-CDMA launch after the AT&T Wireless sale, he offered some insight into the giant carrier’s plans for dealing with the the flat-rate data pricing “paradigm shift” instituted, he alleged, “too early” by an unnamed player (which would be arch rival KDDI). Finishing after just 10 minutes, Tachikawa’s comments were brief, but the ensuing half hour of Q&A with the press offered a golden opportunity to quiz the prez on these and other issues—including e-commerce, 3G subscriber numbers, and FOMA handsets. If you want to know what Japan’s #1 mobile operator is thinking, don’t miss this program. Program Run-time 20:17

KDDI/ DoCoMo 3G Phone Wars Simmer

At his regular press briefing yesterday, DoCoMo president Keichi Tachikawa said that DoCoMo’s ongoing battle with KDDI to make the best 3G mobile phones is a battle that sometimes KDDI wins and one that sometimes DoCoMo wins, but that strategically, in terms of new services, it’s a war that DoCoMo will win. As of February 2004 the handset battle pits KDDI’s W21H, A5405SA and A1402S against DoCoMo’s 900i series, with the latest, the Panasonic model out about now. Behind that, there’s a speed war, with DoCoMo hastening the rollout of HSDPA initially at 3.6Mbps then 14.4 Mbps vs. CDMA1X WIN’s best-effort 2.4 Mbps. The more important issue for Tachikawa, however, is which carrier will successfully develop a new era (or as he mentioned-about 8 times- a “paradigm shift”) of services over the next two years.

New DoCoMo 3G Handset Hits the Street: Fujitsu F900i

New DoCoMo 3G Handset Hits the Street: Fujitsu F900iLast December, DoCoMo unveiled its new 900i series phones in a splashy press conference at Tokyo’s Imperial hotel, and today, Friday Feb. 6, the first of that series, the Fujitsu F900i, hit the shops. The 900is, which Takeshi Natsuno calls “The best 3G phones in the world,” are ace when compared with the original FOMA phones. The 900is have 3X standby time (480 hours) and weigh 20% less than FOMA’s first models. In other words, the 900is are as good as DoCoMo’s 2G PDC terminals! The new Symbian OS based Fujitsu distinguishes itself with a finger print sensor and, like the other 900i models, a huge (100k) flash bucket. As you sit back and enjoy this video preview to our upcoming program of that launch event, note that DoCoMo is not saying when the other fab 4 are coming out.. yet. Full Program Run-time 2:55

KDDI 3Q Profit Jumps 140.5%

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.