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Japan Telcos Post Strong H1

Japanese telecoms operators are likely to post strong half-year earnings, powered by the steady growth of 3G services and brisk demand for photo and video messaging and ring tone downloading. The new services have helped wireless carriers, including NTT DoCoMo Inc. and KDDI Corp. reel in fresh subscribers and maintain healthy per-user revenues, the industry’s main measure of profitability.

KDDI WINs With Mobile Flat Rate; and Half-Price Calls to Mom

They’ve gone and done it now! KDDI’s just announced a double whammy; on November 28, the company will offer 3G’s first flat-rate packet services with all you can surf for 4,200 yen (about $37) on the souped-up, 2.4-Mbps (max) EV-DO version of CDMA 1X that KDDI has branded “WIN” (We Innovate the Next) – presumably to beat up on DoCoMo’s W-CDMA-based FOMA. Then, today, it said it was halving the cost of calls from KDDI Au mobile subscribers to KDDI ADSL/ IP home phones on the Dion Service. The knives are out! With three new service innovations, two new terminals, and a data card, the company appears to be following what Kenshi Tazaki, vice president and team manager of Gartner Research Japan, calls a “high risk strategy” (think of all those potential lost packet charges!). Will Big D respond in kind just as it was hoping to glean megabucks from FOMA users? “It’s a very aggressive shot at DoCoMo and stakes out a clear position by KDDI in the mobile market,” says Tazaki.

Viewpoint: 505iS or SOS call for 2G PDC?

Six months on from NTT DoCoMo’s largely successful counterattack – via the new 2G 505i handsets – on Vodafone’s Sha mail photo messaging service, the market-leading carrier has launched its next set of fab-five 505iS (S= second-generation) phones with working models, mockups, and three models (call girls?) – but, unfortunately, without the lovely Ai Kato (see 505i launch Viewpoint here). On top of entering the 2-megapixel camera war, the 505iS-series offer both JAN- and QR-standard bar-code reader capability (Cool! Get all your details in a flash!); a DoCoMo representative we interviewed gave strong hints that the 505iS may be DoCoMo’s final, or next-to-final, second-generation PDC upgrade. With the company seeking to emulate KDDI’s hugely successful push from 2G to 3G, migrating customers onto FOMA/W-CDMA in the latter half of next year is more vital than ever. As DoCoMo’s recent FOMA predictions arch up Chuck Yeager/stolen-Starfighter-like toward the stratosphere, or at least the top right of the graphs, what gives FOMA The Right Stuff? Is this the end of the road for second generation?

Tokyo Game Show: A War On Java BREWing

Tokyo Game Show: A War On Java BREWingWe talked to a number of new and established Japanese companies and they were pessimistic about the BREW platform. The general consensus from most developers was that BREW is a bind: without a market, they won’t invest the three or four months it takes to develop a BREW games app. But without the app, where’s the market. Then we had a fascinating chat with the CEO of HelloNet, a Korean BREW contents developer, about their real-time multiplayer network games that are set to roll out here soon. Our interview with Sammy Networks yielded an interesting comment on who to watch for the next mobile gaming market boom in Asia. You better grab a coffee and sit back to enjoy a whole new kind of 3G -Games, Geeks and Girls- video show. Full Program Run-time 21:41

Wireless Watch at CEATEC; Next Stop Ubiquity

There was some real gold buried in the 2,460 booths and 505 companies that exhibited at the Combined Exhibition of Advanced Technologies (CEATEC) 2003 last week, and a bunch of press releases over the last two weeks have induced us to write a comprehensive tech review of what’s new with mobile technology. At the show we managed to corner the chief designer of Mitsubishi Electric’s next generation keitais (NGKs?) on a new series of very cool modular phones they have developed for next year, Melco looks to have made a conceptual breakthrough with these prototype handsets. Suffice to say we think that series with plug-and-play games console, megapix camera, GPS and other modules that snap onto it’s sleek clamshell design, looks as if they will blow the competition (Sony Ericsson and Samsung versions) out of the water. We also took a ride on the new Sanyo TV-Phone coming out for KDDI and saw a few other goodies like ASIMO and fish feeding with FOMA! We’ll show you all these cool new keitai in action, so be on standby for our video program that’s coming soon. The central message we took from CEATEC was that there are plenty of outstanding innovations coming on stream in the next 18 months that will finally herald the dawn of “ubiquitous” communication. Ahh, ubiquity, the means-anything buzzword that launched a thousand PowerPoint presentations…

KDDI to Launch EZ Navi Walk, a Full-scale Navigation Service

KDDI, Okinawa Cellular and Navitime Corporation are pleased to announce that they will launch ‘EZ Navi Walk’ at the end of October 2003. EZ Navi Walk is a full-scale navigation service for pedestrians that makes use of location information from GPS satellites. EZ Navi Walk has been developed from EZ Navi, and allows users to quickly measure the location of a mobile phone through GPS positioning enabling real time continuous display of their location. The service is equipped with voice guidance and other functions that can navigate users to their destinations.