Japan’s Telecommunications Carriers Association (TCA) has just announced that November’s growth in mobile phone subscribers was the lowest since records started in 1996. According to the TCA’s figures, the net increase in subs (minus cancellations) was 332,900. Again, KDDI took the lion’s share: KDDI took 239,000 or SEVENTY PERCENT of the total! Remember, in October, for the first time ever, KDDI took 50 percent. Merry Christmas to KDDI!
What’s up with all the analysis of Vodafone recently? The slow uptake of its W-CDMA service and failure to keep up with Au/ KDDI’s cdma1x/WIN service in terms of new subscribers has some press and analysts questioning the carrier’s strategy. But let’s look at the larger picture: Vodafone had 93,200 subscribers at the end of November — its first year of 3G service. That’s hardly a “ringing” endorsement of VGS (Vodafone Global Standard.) On the other hand, it’s not bad at all for a service which has not had the benefit of a high-profile promotional campaign. In fact, Vodafone has only put out a few low-key displays at official shops. In contrast, NTT DoCoMo had 142,400 subscribers at the same point in the life of FOMA and it had been promoting FOMA every chance it could. Now it has decent handsets at bargain prices and a network that it claims covers 99.6 percent of Japan’s population, DoCoMo is adding about 300,000 subscribers per month. So let’s not forget that it’s really still very early days for Vodafone.
Do you have BREW contents that you want to put into 10 million cellphone browsers? We know somebody who wants to hear from you. Spun out of trading powerhouse Nissho Iwai and backed by camera giant Olympus, ITX E-Globaledge Corp. is a small company hungry to meet U.S., Korean and European ventures to introduce your BREW content, and your cutting-edge soft- and hardware, to a company with a huge appetite: KDDI. More than just a go-between to help customize ideas for the Japanese market, ITX also creates its own content. More interestingly, it recently put $4 million into a Seattle-based venture blending XML. Full Program Run-time 18:28
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).
