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Smartphones Stir Up Japan's Mobile Market

Smartphones Stir Up Japan's Mobile MarketIn Japan, phones and PDAs are viewed within the industry as separate vertical markets. DoCoMo and other carriers – who control the development and sale of cellular devices – have not seen fit to create a hybrid phone/PDA. Is it fear of loss of control over the subscriber billing relationship? Fear of allowing foreign makers – like Nokia – into the market? Is it the lack of Japanese third-party developers who have worked with overseas platforms (like Symbian)? Today’s program looks at a company helping to stir up a market that needs some stirring.

Mobile Phone Industry in a Spot

Tens of billions of dollars are riding on the future of fast, mobile Internet services, but industry leaders leaving the world’s top wireless trade show still struggle to justify the investment. At the 3GSM World Congress in Cannes, the 28,000 visitors as usual overloaded the local mobile phone network, underlining that the industry still faces basic problems as it seeks to rekindle sales with advanced data services.

Intercarrier TV Calls and Other J-Phone 3G Musings

The level of roaming in particular is a new feature for the market, and they face a sales challenge in figuring out how to sell this to a high-end business crowd – radically unlike J-Phone’s traditional youth target. But I think that today, almost 4 years after the invention of i-mode, provision of wireless Internet is an absolute requirement for success in the Japan market, and the absence of J-Sky access – both Web and mail – with some ill-defined “later in 2003” target is a major weakness.

Report from J-Phone/Vodafone's 3G Launch

Report from J-Phone/Vodafone's 3G LaunchOn December 3, J-Phone Co., Ltd. held a press conference in Tokyo to announce the launch of a new third-generation (3G) wireless network under the “Vodafone Global Standard” service name. “SMS is a form of data roaming and we also have packet roaming” said J-Phone president Darryl E. Green at last week’s 3G launch, adding, “It’s not as rich as it could be, but we’re working on many things.” Watch this exclusive report from the Tokyo event, including one-on-one interviews with Green and CTO John Thompson and highlights of 3G technology demos.

J-Phone Has Great 3G; Too Bad About the Handsets

Overall, I’m underwhelmed. Handset quality and clunkiness versus feature mix are widely considered to be major factors in the fizzling of FOMA to date. I think J-Phone will have to market like heck to convince people these are any better than current (great-quality) 2G models, and if DoCoMo launches better 3G models (as they are expected to do very soon), J-Phone could be in trouble.

Differentiating Crummy Handsets from Great Networks

KDDI’s 3G network is a success (3,293,300 subscribers as of Oct. 31) because the network is great, there is nationwide coverage (due to backwards compatibility), and the handsets are **really** terrific – not because W-CDMA is bad. I thoroughly enjoyed reading “Asia’s 3G edge in mobile-phone market” on the Straits Times’ site yesterday; it may be this week’s news of most lasting significance. The authors state this regions’ advanced handsets – with color displays, data capabilities, and long battery life – give Asian makers like Sharp, NEC, Panasonic, and Samsung a clear technological advantage over rivals in Europe and the US.

Love, War, Wireless Internet, and Nokia VP on Mobile Software

DoCoMo’s recent troubles highlight a fundamental aspect of Japan’s wireless Internet revolution that I haven’t seen discussed much – namely, the sheer improbability of it all. In 1999 and 2000, during the ascendancy of i-mode, headlines and media quotes from interested parties were quick to praise the insight and innovation of those involved in i-mode’s creation, including the famous Enoki-Matsunaga-Natsuno troika as well as sundry network engineers, Internet-savvy marketers, and handset designers both inside DoCoMo and out.

Tectonic Change in Japan's Mobile Handset Market

The past few days have seen Japan’s big electronic makers releasing their quarterly and semiannual results, and the news from Sony, NEC, Fujitsu, and others has been mostly bad where cell phones are concerned. There have also been a lot of media reports on Japan’s ailing phone tanmatsu (terminal) market, and it appears that majors changes are underway. First, the media reports. On October 10 JEITA announced that domestic shipments of cellular phones fell 18.3 percent in August 2002 from a year earlier to 3.26 million units. The drop resumed a 13-month-long decline that was only broken (briefly) in July 2002 due to sales of camera-equipped models. Moreover, shipments of PHS handsets fell by 64 percent to 73,000 units (extending their losing streak to 18months!).

CTIA Notes and NEC 3G Recalls

WWJ contributor Michael Thuresson was in Las Vegas, Nevada, last week and managed to pull himself away from the one-armed bandits long enough to drop in on the CTIA “Wireless IT and Internet 2002” fall show. His report below was culled from a late-night, bleary-eyed email dispatch (italicized annotations partly contributed by me). Who says war correspondents in Kandahar have more fun than tech stringers in Vegas? 😉

Deconstructing 3G Culture

NTT DoCoMo took it square on the chin this week, announcing it would book extraordinary losses of 573 billion yen against its investments in three major foreign partners, KPN, AT&T Wireless, and Hutchison 3G. The company cited the slowdown in the global telecommunications market, and it would be natural to suspect the Sanno Park Tower strategists are back in their corner, applying ice and stitching wounds. Industry watchers, meanwhile, are having a field day. hOWEVER, this week’s write-down represents mere pachinko pocket change for DoCoMo, and, as potentially one of Japan’s (and by extension, the world’s) most profitable companies, the carrier is well on its way to creating something that the Europeans are still trying to sort out: a functioning W-CDMA network.