Sanyo has decided to sell its mobile phone business as part of its effort to improve group-wide profitability, with an agreement expected by the end of the year, according to a web report on Saturday by public broadcaster NHK. Sanyo is said to be negotiating separately with Sharp and Kyocera according to this article on The Japan Times. The exit rumor surfaced late last year.
The genesis of today’s Viewpoint was back in March, when we spotted this op-ed referring to Japan mobile that had stated: “What’s different about the Japanese mobile market is that innovation is moving toward business models and marketing tactics instead of technical features and functions.” That op-ed piece in turn cited a new research report on eMarketer, “Japan: Marketing to a Mobile Society,” which insisted: “What stands out in the current Japanese experience is the fact that the center of gravity for getting through to Japanese mobile users has shifted in favor of business models and marketing tactics as opposed to new technical features and mobile phone functions.”
We took exception to both these as serious mis-analyses of the cornerstone role that technological innovation and network infrastructure competition have played – and continue to play – in powering Japan’s mobile success story. After contact with the eMarketer editors, we agreed to write separate opinion pieces, which we would both republish side-by-side in our newsletters, as an excellent way to hash out the topic and let you – our collective readers – decide.
Sadly, the marketing guys at eMarketer quashed the idea, as the subject and the detailed discussion would be “too technical a topic for our [eMarketer’s] newsletter.” But we know that WWJ readers are more than smart enough to figure out for themselves what’s really driving the mobile Internet in Japan! So we wished the eMarketer editors best of luck in the future, again gave thanks that WWJ doesn’t have any meddling marketing guys, and herewith present to you our Viewpoint.
(Subscribers login to access the full article by WWJ editor Daniel Scuka)
Image: Holographic projection demo at NTT DoCoMo R&D Labs, November 2006 ©Mobikyo
TV Bank, a division of the SoftBank Group, has announced a new contents service, Yahoo! Animation, in addition to the Yahoo! Streaming channel which was introduced at the end of May. A so-called digest version of official baseball games, offered free of charge via the operators Yahoo! mobile portal, will include games from Japanese major league baseball teams including; the Chiba Lotte Marines, Tohoku Golden Eagles, Hokkaido Nippon Ham Fighters along with the company-owned Fukuoka Softbank Hawks. The service sounds very much like the product offered by Tokyo-based Craftmax as described in our video interview conducted back in spring 2005.
According reports on the Japanese web, Nokia’s luxury brand Vertu models will finally hit these shores sometime in late 2008. Already available in some 48 countries around the world, the company appears to have struck a distribution deal in Japan with 3G units – chipsets may well have been cause for the delay – set to sell through a SoftBank Group agency.
Nuance Communications and Time Warner announced yesterday they have signed a definitive agreement whereby Nuance will acquire Tegic Communications a wholly owned subsidiary of AOL and a developer of embedded software for mobile devices. Tegic brings industry-leading T9 predictive text input software, which has shipped on more than 2.5 billion devices, and next-generation integrated text and touch input solutions to Nuance’s portfolio of voice-enabled applications for device control, mobile search, email and text messaging.
On Monday 23 April NTT DoCoMo unveiled their latest 3G handsets, the 904i-series, at a press conference held here in downtown Tokyo.
WWJ pointed to this webcast of their presentation, which clearly stated from the very beginning the new “DoCoMo 2.0” campaign theme.
We shouldn’t really be surprised that the main message, from Japan’s dominant mobile operator, contained in the announcement somehow managed to get 2.0 attention from the mainstream media. With few exceptions, the entire tech web focused on the motion-sensor for gaming application. Few if any noted how ironic it was that while the company insisted it was going to “focus on offering unique applications and services that will be difficult for the competition to duplicate” they were in fact introducing a functionality which was originally made available in Japan [video here] by Vodafone and Sharp over two years ago.
Perhaps the gritty details — such as the fact that all five new models will (of course) ship pre-installed with the Osaifu-Keitai FeliCa mobile wallet together with related security services — are less appealing to the overseas media than Nokia’s recent announcement that they, too, have the mobile wallet urge?
To be sure, there were a few interesting new offerings in Natsuno-san’s presentation, such as the 2-in-1 dual-identity option and flat-rate access to Napster’s full music library service. However, one of the main observations we take away from this news is that the rest of the world still tends to focus only on the most quirky headlines (wait until the MSM find out about this one). WWJ subscribers login for our thoughts on this latest development.
BusinessWeek posted a good op-ed, by Kenji Hall, about the Manga for Mobile market niche in Japan. WWJ has been covering this evolution ever since Mobidec back in 2004 [video here] and it’s nice to see the concept is finally starting to get some air-time overseas. Manga is a natural content to port for wireless devices here and obviously this simple concept to render text and images, for whatever print media is popular in any given region, makes sense. Note; we also had a fantastic presentation from Digital Garage at Mobile Monday Tokyo in Feb. 2006.
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.
What’s this?? … mobs of Flying Ketai Pigs..?
Actually, 2007 promises to be far more interesting than even that cheeky title! Here goes our official WWJ Fearless Forecast for 2007 – all in one – huge – breath!
2007 promises to be far more interesting than even that cheeky title! Here goes our official WWJ Fearless Forecast for 2007 – all in one – huge – breath! M-commerce: The carriers? FeliCa-based services will continue to grab serious market share. At the end of 2006, DoCoMo had over 1 mln customers for their DCMX mobile credit-card service alone, not to mention the 18.3 mn regular FeliCa handsets in use as of 31 December. KDDI and SoftBank have FeliCa user bases in the millions as well.. grab a cuppa for after the jump!
SoftBank Mobile rounded out the Japanese operators spring handset announcement rush this week by announcing a new fleet of models – Flash site Here – with major bling factor. According to the companies announcement most models will be available by March which is traditionally the busiest handset replacement month of the year in Japan as the new academic and fiscal year begins on April 1st. Masayoshi Son did his best Steve Jobs impersonation, black turtle-neck and all, however there was no announcement related to the recent news from MacWorld.
Models of interest include the 911T by Toshiba, a candybar slider with a huge 3-inch screen running on high speed HSDPA has a 3.2-megapixel camera, 1GB of internal memory, 1Seg digital tv, it’s FeliCa m-commerce enabled and comes complete with a pair of Oakley Thumps which connect via bluetooth. Other new handset highlights include; the 812SH Pantone series by Sharp (pictured right) with 20 different colors to choose from, the 812T Kodomobile model designed especially for children and Nokia’s E-61 Communicator – labeled as X01NK – which has Japanese Kanji text input and comes Wi-Fi enabled.
There are three new phones from Samsung including the 708SC slider which claims the title for the worlds thinnest 3G handset at a mere 8.4mm thick and the 707SC Swarovski Crystal version which is a follow-up to the earlier 705SH model [.jpg image] which sold-out the day it was launched last fall.
There have been over 30 new handset models announced by the three main operators during the last week for content and application developers, industry wags and ultimately the marketplace at large to chew over.. whew! WWJ subscribers login for more comments, photos and a video-link to watch the actual presentation (70 minute runtime) from the press conference held in Shinagawa on Thursday.
