Korea is set to launch the controversial W-CDMA mobile service in December, despite growing concerns about overlapping investment and the poor chance of commercial success. SK Telecom Co., the country’s largest mobile carrier, and KTF Co., ranked second, said they would push ahead with W-CDMA services, as planned.
Prepare for some grim reading. There wasn’t a lot of good news on Vodafone’s Eastern Front, for the short term at least, arising out of Vodafone K.K.’s November 18-announced first-half financials. It is eerily quiet in the Little V machine gun nests out here on the 3G frontier. Vodafone K.K. faces gently sliding ARPU, wilting subscriber uptake and a long haul launch for a fully-fledged rollout of cutting-edge 3G keitai. “Japan Telecom Holdings (JTH) stock finished down 15 percent for the day after posting first half earnings,” notes CSFB senior telecoms analyst Mark Berman. “The market is essentially saying that it has completely lost confidence in both the competitiveness of Vodafone in Japan, and believes further that the current … management is more concerned with appeasing parent Vodafone than it is with rewarding minority shareholders,” he writes this week. On the other hand, the basis for a big comeback could be on the cards for next summer. We’ll give an overview of these points below, but before we start blazing away. ** We’d like to sincerely apologize to Vodafone K.K. for our mucking up an item in the Happy Packet discount series in last week’s newsletter. For the record, packet rate slashes DO apply to 3G, and we said they didn’t ** Honto-ni, gomen nasai, Vodafone-Sama! WWJ subscribers log-on and in..
WWJ co-founder Daniel Scuka reports from Germany
Earlier this month, I wrapped up a 7-city seminar tour, “Mobile Kaizen in Japan.” The one-day MKiJ seminars, co-produced with Mobile Economy, were an in-depth look at the success factors behind the wireless Internet in Japan. Here are some of my own findings..
Attendees included mid- and senior-level people from carriers, content providers, consulting firms, and mobile application houses, as well as several academics, some students, and one or two journalists. All in all, it was a fun, eye-opening experience, and – as best I can tell from verbal and mail feedback – was well enjoyed by our audience.
The Combined Exhibition of Advanced Technologies (CEATEC) is Asia’s premiere trade show for information technology and electronics sectors, including the fields of imaging, information and communications. This event brings together the complete spectrum of new technologies with a total of 505 companies and organizations, including almost every major Japanese electronics and communications company, 170 exhibitors from 16 counties and regions worldwide, exhibited in 2,460 booths. We visited KDDI to take a closer look at their prototype Sanyo Digital TV phone, talked to the Kyocera folks about the upcoming convergence of GSM and CDMA and interviewed DoCoMo about their IT-House service offering coming soon for 3G FOMA handsets. Full Program Run-time 20:39
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…
Flashback a few years when J-Phone stunned the competition, and started a global wireless trend, by rolling out their new camera phones; well they may have just done it again. J-Phone was officially renamed as Vodafone KK on Oct. 1st. We were on hand to see President and CEO Darryl E. Green announce the company’s strategy going forward. After his brief pep talk, and during the rather harsh question period from reporters on J-Phone’s recent performance, Green pulled out a shiny red metallic NEC handset. The cameras strobed and the room began to buzz as it became clear that Vodafone had scooped everyone yet again with Japan’s first TV-Phone, set to hit Tokyo streets just in time for New Years. Full Program Run-time 14:24
In an effective snub to top handset maker Nokia, the Financial Times reported that Vodafone was negotiating exclusive deals with Japan’s Sanyo and Samsung of South Korea for its new range of upgraded Vodafone Live! multimedia phones. ‘Vodafone is trialling a number of handsets to support its 3G service, which will be available before March 2004,’ the group stated. ‘Vodafone cannot confirm at this stage which manufacturers will be exclusive providers for Vodafone’s 3G services.’
Boasting camera phones, Japanese mobile phones are rapidly making inroads into the domestic market and secured a two digit market share alerting domestic companies. There are concerns that Korean companies set up strong bulwark as Nokia and Motorola, the no. 1 and no. 2 mobile phone makers in the world, pulled out of the domestic market or secured a paltry 3 ~ 4% outmaneuvered by home-grown major companies such as Samsung Electronics, LG Electronics and Pantech & Curitel.
Samsung Electronics Co., Ltd and Sony Corporation today announced that an agreement has been reached whereby Samsung is licensed by Sony to manufacture and sell Memory Stick media. Under this agreement, Samsung will begin in-house manufacturing and sales of Memory Stick media from the third quarter of 2003.
Samsung Electronics launched a wireless handheld device in South Korea Monday that combines a phone, a TV, a camera, and a camcorder in what is the beginning of a line of feature-packed gadgets that the company plans to roll out this year.
