Japan and China are planning a joint experiment on a new generation of Internet-capable mobile phones for high-speed data transmissions between the two countries, telecommunications officials said Sunday. The three-year project, aimed at promoting better Asian information technology systems, will begin next month and use Internet Protocol Version 6 (IPv6), the officials said.
Korea is set to launch the controversial W-CDMA mobile service in December, despite growing concerns about overlapping investment and the poor chance of commercial success. SK Telecom Co., the country’s largest mobile carrier, and KTF Co., ranked second, said they would push ahead with W-CDMA services, as planned.
Not only is Nokia facing intense competition from rival manufacturers, but its relationship with its customers, such as Vodafone and mmO2, is becoming increasingly tricky too. Yesterday the Finnish press was full of comments made by Peter Erskine, the chief executive of mmO2, who claimed 3G handsets starting to appear from Asian manufacturers were generally superior to Nokia’s.
Prepare for some grim reading. There wasn’t a lot of good news on Vodafone’s Eastern Front, for the short term at least, arising out of Vodafone K.K.’s November 18-announced first-half financials. It is eerily quiet in the Little V machine gun nests out here on the 3G frontier. Vodafone K.K. faces gently sliding ARPU, wilting subscriber uptake and a long haul launch for a fully-fledged rollout of cutting-edge 3G keitai. “Japan Telecom Holdings (JTH) stock finished down 15 percent for the day after posting first half earnings,” notes CSFB senior telecoms analyst Mark Berman. “The market is essentially saying that it has completely lost confidence in both the competitiveness of Vodafone in Japan, and believes further that the current … management is more concerned with appeasing parent Vodafone than it is with rewarding minority shareholders,” he writes this week. On the other hand, the basis for a big comeback could be on the cards for next summer. We’ll give an overview of these points below, but before we start blazing away. ** We’d like to sincerely apologize to Vodafone K.K. for our mucking up an item in the Happy Packet discount series in last week’s newsletter. For the record, packet rate slashes DO apply to 3G, and we said they didn’t ** Honto-ni, gomen nasai, Vodafone-Sama! WWJ subscribers log-on and in..
WWJ co-founder Daniel Scuka reports from Germany
Earlier this month, I wrapped up a 7-city seminar tour, “Mobile Kaizen in Japan.” The one-day MKiJ seminars, co-produced with Mobile Economy, were an in-depth look at the success factors behind the wireless Internet in Japan. Here are some of my own findings..
Attendees included mid- and senior-level people from carriers, content providers, consulting firms, and mobile application houses, as well as several academics, some students, and one or two journalists. All in all, it was a fun, eye-opening experience, and – as best I can tell from verbal and mail feedback – was well enjoyed by our audience.
Japan’s Telecommunications Carriers Association (TCA) announced that Japan’s mobile phone users amounted to 83.91 million as of the end of October. KDDI took more than half of the share, 52.6%, for the single month for the first time, thanks to the successful promotion of 3G service. October’s net increases saw KDDI back at the top position with 185,900 units, followed by NTT DoCoMo (146,000 units) and J-Phone (33,200 units).
