Vodafone K.K. announced today that after early April it will market the V801SH by Sharp, a new Vodafone Global Standard (VGS) 3G handset compatible with Vodafone live! for use both in Japan and abroad. The V801SH is a dual mode handset capable of operating on Vodafone’s 3GPP-based W-CDMA network in Japan and roaming on GSM networks worldwide.
The difference between walking the walk and talking the talk was painfully clear at last week’s 3G Mobile Forum 2004 conference held but a home run away from Tokyo Disneyland’s Magic Mountain. The four-day event hit the airwaves running with a keynote from NTT DoCoMo’s Keji Tachikawa, who was able to reconfirm DoCoMo’s solid plans for FOMA through the year. But given the surplus of inertia that’s dragging 3G launches– actual and putative– the conference swayed on the tides of optimism and not a little understated recrimination between carriers, contents providers, business platform providers and engineers about the potential if not the reality of 3G outside of Japan, Korea and (possibly?) the UK.
This viewpoint hoists the petard on our exclusive video interviews with mobile phone inventor and 4G actualist Martin Cooper, who tells us about the potential and pratfalls of the wireless world as he sees them 30 years after he made that first call. We also have Playboy.com’s Markus Grindel telling us about the potential for adult content in the wireless environment, and last but definitely not least a high-paced program with prolific author and analyst Tomi Ahonen, a man who single-handedly lends a new meaning to ubiquity; he seems to be just about everywhere in the wireless space, and boy, is he always switched on. We’ll have this terrific triptych of programs up in the coming weeks, but first, let’s take a look at some interesting points at last week’s conference.
China United Telecommunications Corp. (China Unicom), one of the largest wireless network operators in the world, has awarded the Phase III expansion of its Code Division Multiple Access (CDMA) 2000 1X networks and upgrading of Global System for Mobile Communications (GSM) networks in the capital city and 12 leading provinces of China to Motorola’s Global Telecom Solutions Sector (GTSS), a leader in integrated communications solutions. The CDMA2000 1X Phase III Expansion Project Confirms Motorola as Biggest Network Vendor to World’s Third Largest Mobile Network Operator.
Tune in for a WWJ exclusive year-end interview with IDC Japan Communication Research Division’s Senior Analyst Michito (Mitch) Kimura. In this video program, Kimura, a veteran IDC analyst, casts his eyes on the ups and downs over the last year in the world of wireless and takes a look at prospects for 2004. He details the strategy at Japan’s three carriers, NTT DoCoMo, KDDI, and Vodafone, and offers his view on the prospects for Japan’s ever-surging content business. Kimura-san also gave us his perspective on the continued evolution of 3G, handset replacement cycles, and – a favorite topic of ours – Japan’s first packet pricing war.
Signaling its seriousness to get its HSDPA (high-speed downlink packet access) network and concomitant mobile/smart phones up and transmitting in 2005, NTT DoCoMo said today that it is plowing 37 billion yen ($343.8 million) into 5 Japanese handset and network builders AND Motorola Japan Inc. What is immediately surprising about this move is that once again, as with yesterday’s media extravaganza on the new 900i phones, long-term handset partners Toshiba, and handset maker and major infrastructure builder Sony Ericsson are both missing. But it now looks like DoCoMo feels its time to start really kicking in the efficiencies to differentiate itself from KDDI’s WIN service both in terms of performance and, more critically, to faster recoup the considerable investment the company has made in 3G as it probably gears up for a packet price war with KDDI and Vodafone KK. And then, there is the leveraging of Motorola’s Linux links too!
“This is just the beginning,” Takeshi Natsuno, Managing Director of DoCoMo’s i-mode Planning Department, told Wireless Watch of the new flagship 5 FOMA 900i handsets that DoCoMo showed today and that should be released in or around February 2004. Before about 600 journalists, Natsuno’s message was that, after two years of battling battery/bulk problems, here finally, were 3G phones capable of 2G performance in terms of standby time and weight. But beyond this, DoCoMo has clearly worked hard to differentiate the phones from being more than “Super 505i” and hinted that the company was considering lowering data packet rates to compete with KDDI WIN and Vodafone K.K.’s recent Happy Packet rate cuts. But wow! What’s loaded in the the new fab 5, for example 500 Kbytes of gaming capability will be inevitably be the Final Fantasy for gamers (the game appears to be preloaded) and a real nightmare for competitors. Natsuno san, not known for being shy on stage at these sort of events, seemed to speak from the heart when he called the lineup the “best mobile phones in the world!” The critical question for DoCoMo, however, is differentiation from the already all-singing, all-dancing 505 series, and quite a few of our doubts were answered. But questions also remain. We’ll have a video program on the show, the phones and the figures behind the models up soon. Before that, here’s some of the upgraded low down on the fantatabulous 900is. And THEN there are the P900iV and the F900iT.
It’s sassy, not clunky – but analog only. If this sounds like an ode to Japan’s first Tellycelly, please make your call swift: The TV will only run about an hour before the batteries poop, but the sales potential is, we think, killer. Vodafone’s V601N [.pdf] from NEC, on sale in December, follows Japan’s long consumer electronics tradition; namely, a cool, high-tech gadget that will sell at a premium by the truckload. Watch the tube, no pesky packet fees, grab screen shots and capture live video from broadcast programs, access TV guides via browser, and use it as a remote to control your karaoke machine. Watch our exclusive WWJ video clip of the ‘next big thing’ in action at Vodafone’s October press conference when the unit was introduced.
Japan is the nation of early adopters for mobile, but there’s one consumer app. that went flat and is now undergoing heart massage by some of the country’s biggest and best companies: Telematics is the name, and subscribers is the game. 2004 is supposed to be the year when Japanese Telematics Ver.2 gets cranked into first gear and out of the highway rest area (it was also supposed to happen this year.. shuuush!) Japanese Telematics comes in three main flavors, and in this program you’ll get a taste of two of them. We managed to go for a ride on Toyota’s G-Book and learn more about their new sense of community offering. And we interviewed Nissan –which has great future plans you’ll get to virtually-virtually test drive– about City Browse. Full Program Run-time 21:58
Market leading NTT DoCoMo’s consolidated financial results for the six months ending Sept. 30th were announced last week at this press conference in Tokyo. Operating revenues were up 6.4% while operating income was down 7.8% with earnings per share 3.9% lower when compared to the same period last year. Dr. Kenji Tachikawa, President and CEO stated “During the first six months of fiscal year ending March 31, 2004, the Japanese cellular phone market posted robust growth with the number of net additional subscribers reaching 2.94 million. The enviroment surrounding our business, however, became harsher as the competition among mobile telecom companies intensified..” He also had some interesting comments about their strategy going forward to year end. Full Program Run-time 14:57
Just as we thought things are gearing up this month, Japan’s number one and two carriers have really pulled some goodies out of their bag. We’ve already talked about KDDI and flat fees, but this week’s subject is profits for the carriers and a grab bag of gains for subscribers. If ever there was a reason not to keep your eyes fixed on Japan’s wireless communications, we’d like to know. DoCoMo trumped itself recently announcing profits, Felicia Mobile commerce with Sony, and now (finally) some concrete plans to expand i-mode. We have the innards of DoCoMo’s recent press conference up for you in this week’s WWJ video program here.
