Japan’s Big Three cellcos, NTT DoCoMo, KDDI, and Vodafone, released their Oct-Dec 2004 quarterly financials in the past fortnight, and there’s a lot of information to be digested. If the endless listings of multi-billion-yen profits bore you, then it might be interesting to take a look at some of the new technologies, service models, and data tariffs that were announced along with the financial results.
Vodafone raised the competitive bar a couple a couple notches today with the announcement of two new killer swivel clamshells phones: the V603T and V603SH (from Toshiba & Sharp; both 2G). The company said the V603SH is the first phone to feature a Motion Control Sensor that recognises and responds to movements. Jointly developed by Aichi Steel Corp. and Vodafone, the one-chip sensor allows customers to perform menu operations by moving the handset up, down, left or right. Vodafone think this will allow new possibilities with mobile gaming, such as aiming a gun by moving the handset while playing shooting games or swinging the phone like a golf club to hit a ball in golf games. Watch our video clip of the new V603SH above taken at the press event (shot with a V902SH handset); use Quick Time or Real Player to view this 3GPP video file.
VODAFONE K.K. has announced its results for the first nine months of fiscal 2004. Consolidated operating revenue for the nine-month period ended 31 December 2004 was 1,102.8 billion yen, marking a 14.4% decline compared to the same period of fiscal 2003, due mainly to the exclusion of the fixed line telecommunication business in the second half of fiscal 2003. Total revenue for the mobile business declined by 3.4% compared to the same period of the previous year. The full year forecast for fiscal 2004 remains unchanged.
In the mobile space, Asia is a huge, innovate-or-die marketplace, and MobaHo! — a joint venture of 88 Japanese and Korean companies — is gambling Big Money that Asians will want satellite TV and radio broadcasts beamed from the sky direct to their handheld receivers, cell phones and car-mounted tuners — and maybe even iPods in the future. Today, we go eye-to-eye with Mobile Broadcasting Corp. for a first-on-the-Web videocast featuring facts, analysis and great eye-candy of MobaHo’s latest digi satellite terminals.
Foreseeing that demand for 3G phones will get on track in Europe and North America this year, sparking competition with rivals in Japan, Samsung and LG are turning up the heat to market their new 3G models to customers in these regions. Mobile phone makers in Japan such as NEC, Panasonic, Sharp and Sanyo, which have concentrated on supplying W-CDMA phones to carriers in Japan, are also reportedly poised to focus more on global markets this year.
One of the best things about having a few days off over the holiday season in Tokyo is having time to wander casually through Akihabara and check out the latest gadgets. 2005 is shaping up as a showdown year for music-enabled portable devices and I couldn’t help but notice how DoCoMo’s new 3G handset, the SH901ic by Sharp, really does seem to have at least a slight style similarity to the iPod. As the network speed increases — and with flat-rate packet costs and improved handset technology — critical mass adoption by mainstream users buying even more data seems to be at hand. As competition increases, how will carriers, handset makers and content providers adapt their offerings over the coming year?
While it remains to be seen exactly what kind of applications and services will hit the streets, it has become increasingly clear that a race is on. Having both KDDI and Vodafone launch fixed-line access to content for mobile devices in Q42004 shows, at least in the mid-term, they are ramping up the business model to deliver larger-size files to end users. A little crystal-ball gazing for the coming year — and some very cool Akiba gadget photos — after the jump.
