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Sprint Sanyo vs. DoCoMo Panasonic: Another Disappointed Returnee

WWJ sr. contributing editor Michael Thuresson, recently returned to Los Angeles to join the LA Business Journal editorial staff, sent in a user-level review of his new Sanyo handset that he uses on the Sprint network: The faceplate looks almost exactly like my old i-appli Panasonic DoCoMo model, but the thing is three times as thick and it is much heavier. This makes it hard to tuck the phone in my front shirt pocket – the left side of my shirt is tugged down by the weight. Based on my experience of trying to download ring tones, I have to say Sprint’s user interface is disappointing.

Mobile Phone Industry in a Spot

Tens of billions of dollars are riding on the future of fast, mobile Internet services, but industry leaders leaving the world’s top wireless trade show still struggle to justify the investment. At the 3GSM World Congress in Cannes, the 28,000 visitors as usual overloaded the local mobile phone network, underlining that the industry still faces basic problems as it seeks to rekindle sales with advanced data services.

Troubled Times for a Telco Titan

In early 1999, Japan’s top mobile-phone company, NTT DoCoMo, received cheers from customers and analysts alike for introducing its i-mode mobile Internet service. The service, which claims 37 million subscribers and lets them check stock quotes, sports, news and other information over their cell phones, was hailed as the greatest invention in Japan since the Walkman.

Preparing for 3G Day

Britain’s first next-generation mobile phone network, 3, launches next month. So it seems like a good time to look at the lessons from the Japanese market, where 3G has been available for 18 months, and ask when we’ll really be enjoying the benefits of 3G in the UK.

KDDI 3Q Rock'in Results and BREW Comes to a Boil

Berman warns, however, that with a typical handset cost of 37,000 yen in the latest quarter, “it will require about 23 months to cover [the] cost for upgrade customers.” He goes on to state that this creates a difficult situation for KDDI, wherein there’s lots of room for concern for the cost of the 2G-to-3G upgrade cycle. Remember, too, that KDDI has committed to launching a 1X EV-DO upgrade in late 2003. Will it have to commit to another two-year cycle to convert subscribers to the new system? If so, the expense half of their balance sheet may get a little out of control no matter how strong the revenue side remains.

KDDI Earns $256.5 Million on Popularity of 3G Service

KDDI Corp. reported group net profit of 30.87 billion yen for the fiscal third quarter, while boosting its full-year-earnings forecast by five billion yen, citing healthy consumer demand for its flagship “au” mobile-phone service, lower marketing costs, and restructuring. For the quarter ended Dec. 31, KDDI posted sales of 695.08 billion yen and operating profit of 56.80 billion yen.

Japanese Carriers' Packet-fee Addiction

I’ll be the first to cheer when even one of Japan’s mobile Internet troika offer substantial per-event traffic billing regardless of number of packets. Realistically, this probably won’t happen on the 2G networks (the spike in usage would swamp the systems, yada, yada, yada), so the interesting question is: which 3G network will offer re-event billing the first? And which will subsequently offer flat-rate? Don’t be surprised if it’s KDDI with their CDMA technology.

Update: How about that!

Intercarrier TV Calls and Other J-Phone 3G Musings

The level of roaming in particular is a new feature for the market, and they face a sales challenge in figuring out how to sell this to a high-end business crowd – radically unlike J-Phone’s traditional youth target. But I think that today, almost 4 years after the invention of i-mode, provision of wireless Internet is an absolute requirement for success in the Japan market, and the absence of J-Sky access – both Web and mail – with some ill-defined “later in 2003” target is a major weakness.

Tokyo Analyst: 2003 Wireless Outlook

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!

J-Phone Has Great 3G; Too Bad About the Handsets

Overall, I’m underwhelmed. Handset quality and clunkiness versus feature mix are widely considered to be major factors in the fizzling of FOMA to date. I think J-Phone will have to market like heck to convince people these are any better than current (great-quality) 2G models, and if DoCoMo launches better 3G models (as they are expected to do very soon), J-Phone could be in trouble.