Samsung
Samsung

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.

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!).