Talking to an analyst friend today, we came across the question, how many packets are there in a typical 10-minute video clip encoded for a 3G phone? We asked ourselves this question because, just now, the local press in Japan has caught up with DoCoMo’s plans to roll out HSDPA in late 2004, about a month after WWJ reported on it..!!
Looking to spread its wireless world into Asia, QUALCOMM Monday said it has signed a non- binding memorandum of understanding (MOU) with Asia Pacific Broadband Wireless Communications (APBW), the first operator in the region to commercialize 3G services using CDMA2000 technology.
Japan’s wireless broadband networks are rapidly accelerating with the development of cutting-edge technologies and Wireless Japan 2003 is the place to see it all. We’ve put together quite a package from this year’s show, including an on-camera interview with Vodafone Global Content Services’ Tim Harrison on his view on how V-Live is different from i-mode. We grabbed shots of Sanyo’s OLED 3G concept-model handsets and KDDI Labs’ new TV-Mobile unit; and caught up with Gartner Japan’s Mitsuyama-san who gave us her take on this year’s conference. Full Program Run-time 15:35
So far, Japanese carriers haven’t really pushed location services as stand-alone products; they’re sold as “part of” a handset and there are no handsets that are sold only as, or primarily for, navi-service capabilities. Sure, KDDI did do a big marketing push when their first GPS-enabled keitai hit the market in December 2001, but now it’s just one more feature onboard their fleet (in the January catalog, KDDI showed six of 11 handsets as having GPS capability). Also: Looks like Japan’s WLAN market – in addition to being highly fragmented – is one of the cheapest.
After a two-year business strategy planning pause, BREW finally launched in Japan last month. From the consumer point of view, BREW and Java work more or less the same: you navigate a menu, select an application, download it, then run it. There’s little to chose on a technology basis. But BREW – like 3G – may be able to gain a leg up on Java (DoCoMo’s favored choice) if KDDI can continue to roll out cool, fun, cheap, feature-laden (and BREW-enabled) handsets – much as the carrier has done with 3G. Now that KDDI has finally rolled out BREW, we wonder how competition with Java will unfold in 2003? Ironically, BREW’s future may be intimately tied up with that of 3G.
Tokyo’s HI Corp. has developed a 3D-graphics rendering engine that was first deployed by J-Phone/Vodafone in 2001. The software allows a cell phone to display very cool 3-D images that can be rotated, spun around, and otherwise manipulated. Now NTT DoCoMo and KDDI have adopted HI’s technology, and the company is keen to boost 3D imaging into markets elsewhere. Unfortunately, Sony, Sharp, and other heavyweights have taken notice. In the cut-throat, mobile technology ocean, will HI Corp. end up as one more little fish eaten by the big fish? Today’s program features Tokyo’s HI Corp., a 10-year-old software house founded by a bunch of students that has created some very cool technology.
The past couple of weeks saw two lavish events at trendy Tokyo venues hosted by carriers NTT DoCoMo and J-Phone to fete their content provider communities (so, yes, there was a lot of overlap in the guest lists). One attendee at the J-Phone event, held at Zepp in Odaiba, reported that it was a sweaty, raucous evening with content community punters packed in six deep. “There was a lengthy line-up of folks waiting to exchange meishi business cards,” she said, adding that a good time was had, evidently, by all.
Berman warns, however, that with a typical handset cost of 37,000 yen in the latest quarter, “it will require about 23 months to cover [the] cost for upgrade customers.” He goes on to state that this creates a difficult situation for KDDI, wherein there’s lots of room for concern for the cost of the 2G-to-3G upgrade cycle. Remember, too, that KDDI has committed to launching a 1X EV-DO upgrade in late 2003. Will it have to commit to another two-year cycle to convert subscribers to the new system? If so, the expense half of their balance sheet may get a little out of control no matter how strong the revenue side remains.
KDDI Corp. reported group net profit of 30.87 billion yen for the fiscal third quarter, while boosting its full-year-earnings forecast by five billion yen, citing healthy consumer demand for its flagship “au” mobile-phone service, lower marketing costs, and restructuring. For the quarter ended Dec. 31, KDDI posted sales of 695.08 billion yen and operating profit of 56.80 billion yen.
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? 😉
