Shares of Casio Computer Co. fell the most in 32 years after the company missed its profit target and unveiled plans to expand in the crowded mobile-phone market. The stock tumbled by the 400-yen daily limit, or 16 percent, to 2,025 yen in Tokyo, erasing $931 million from its market value. Brokerages including HSBC Holdings Plc downgraded the stock after the company reported annual profit of 25.1 billion yen ($209 million), missing its own estimate by 9 percent.
The recent MoMo Tokyo event, held 23 April at KDDI’s Designing Studio, featured a mobile mash-up of presentations in the super-cool Demo Night format – which has been popular in other chapter cities. For Demo Night, a line-up of interesting mobile companies were allowed a 5- to 7-minute show & tell session for their mobile content or service offering – displayed on an actual handset and projected on the big screen for all to see. We’ve posted video of all six presentations for those of you who were unable to attend in person.
Tracey Northcott, VP at Enfour Group demonstrated Camera Jiten a native Brew dictionary application for instant scanning of English words giving their Japanese translations. Mandali Khalesi, CEO of Naviblog, showed-off how to find the closest Guinness with your mobile phone. David Collier, founder and CEO of Pikkle, demonstrated a new type of full-screen mobile flash service they provide to enable rich social networking. Nobuyoshi Noda, Mobile Division Deputy GM of Adways, gave an overview of the Mobile Affiliate Advertisement Smart-C product. Tim Smith, Director of Freeverse Consulting, introduced Malibu IVP, a middleware approach to creating useful and viable 3G videocall applications and Hiroshi Oda, VP Corporate Communications from CIAJ, announced that CEATEC JAPAN 2007 will launch a new special exhibit area under the theme of Digital Contents for their annual trade-show in October.
Here’s a super slick offering for AU camera-phone otaku’s. KDDI has launched this new Flash-based image wall [.jpg] in somewhat stealth mode as we just happened to stumble across it by accident recently. Simply put, members can upload their photos, or short video clips, from their handset or desktop PC. They also provide an easy cut & paste java script for those who hope to see their content appear in the rotating loop and so bloggers help spread the word. As part of the companies popular Duo-Blog service it’s yet another great example of youth targeted community based products which clearly is having a positive impact on their monthly new subscriber additions. Nice one!
The recent round of international press devoted to ‘the next big thing for mobile’ has an interesting, and recurring, theme. It started with a fair amount of mainstream media attention devoted to the statements made at CTIA during Visa’s keynote address regarding the evolution of mobile payments. Around the same time we notice that Capt. Kirk went boldly where no ex-pat Canadian would dare go (Toronto in March) to attend this presser with Ted Rogers promoting a new fangled mobile web-cam handset, which the company breathlessly hailed as “a landmark in wireless communications”.
We also noticed this special op-ed from Card Technology about how Sony is potentially challenged to get their m-commerce product outside of Japan. The article did some great work, however there’s plenty of room for a counter-point discussion. One thing rings true, both of these technologies were deployed here in Japan years ago and like the camera-phone will begin making their way into markets overseas in due course.
We’ve noticed an unusually agressive ad campaign for the new P903iTV phone from Panasonic over the last few weeks. This latest handset, which was released in late February as the follow-up to the Japan’s original 1Seg. digital tv debut unit for DoCoMo, touts an improved “vibrant screen” display. Like Sony with the Bravia line or Sharp’s trendsetting Aquos brand before them, Panasonic has based this product on the same “PEAKS” processor technology used with their home television offering. Check-out this video from their website which is running here in prime-time TV slots.
Emobile launched its so-called “Mobile Broadband” services, 16-months after the ministry awarded their new license, at an opening ceremony held at Bic Camera’s Yurakucho store in Tokyo this weekend. The company put two debut models on sale: its keyboard-equipped EM ONE terminal by Sharp (details here), which allows users to connect at HSDPA speed and view 1Seg digital tv broadcasting, and a card-type model for laptop computers.
The annual CTIA event is underway – like spring break for telco geeks – this week in Orlando and the PR is flowing. While there is predictable hype surrounding mobile tv and m-commerce, it’s satisfying to see that indeed the industry over-seas is beginning to embrace the functions and services we have seen developed and deployed here in Japan over the last few years. Now of the course the trick is, after the chatter, what happens next. As they say “the devil’s in the details” so time will tell, but it really does seem that things are warming up under the Florida sun!
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DoCoMo just announced they will begin marketing the F903iBSC, by Fujitsu, business-use to enable companies to address security issues such as information leaks and non-work-related use of corporate phones. Security is enhanced by a tool that automatically locks all functions when the handset is shut. Unlocking can be handled with biometric fingerprint authorization or a password. DoCoMo will market this new 3G FOMA handset in Japan from March 19 exclusively through corporate business divisions, and will not be available at DoCoMo shops.
According to an article on eMarketer, “What stands out in the Japanese mobile market is the fact that innovation is shifting toward business models and marketing tactics as opposed to technical features and functions … the explosion of non-official mobile content Web sites is causing the sun to set on the i-mode business model of a dominant mobile carrier selling incremental content and services to its user base,” says John du Pre Gauntt, eMarketer senior analyst.
There are several ‘gee-whiz’ statements in this summary, starting with “Marketers are looking to the Japanese mobile market as a model of the converged media future,” which are clearly designed to help sell their research report. However, we really must challenge outright some of the assurances offered. For example, the eMarketer quote above which states that “Innovation is shifting toward business models and marketing tactics as opposed to technical features and functions” is off-base on both counts.
The continued innovations from DoCoMo and the other carriers in network speed, handset design and content & service offerings speak volumes about the Japanese mobile market and the continued utterly fundamental role of the carrier in driving innovation. Granted, the increase in non-official content sites was obvious and predictable, given how easy the continuing carrier-led innovations make getting onto the mobile web for both providers and surfers. And the carriers have known this from Day 1 of i-mode.
