According to a report on Market Watch, KDDI aims to buy 4,300 shares of Acrodea Inc. , or a 6.6% stake in the handset-use software developer, through markets by the end of April. The value of the share purchase will be around Y11 billion, based on Wednesday’s closing price of Acrodea shares at Y248,000. KDDI said in a press release it seeks to strengthen ties with Acrodea in developing [applications for] mobile phone handsets.
According to an article on eMarketer, “What stands out in the Japanese mobile market is the fact that innovation is shifting toward business models and marketing tactics as opposed to technical features and functions … the explosion of non-official mobile content Web sites is causing the sun to set on the i-mode business model of a dominant mobile carrier selling incremental content and services to its user base,” says John du Pre Gauntt, eMarketer senior analyst.
There are several ‘gee-whiz’ statements in this summary, starting with “Marketers are looking to the Japanese mobile market as a model of the converged media future,” which are clearly designed to help sell their research report. However, we really must challenge outright some of the assurances offered. For example, the eMarketer quote above which states that “Innovation is shifting toward business models and marketing tactics as opposed to technical features and functions” is off-base on both counts.
The continued innovations from DoCoMo and the other carriers in network speed, handset design and content & service offerings speak volumes about the Japanese mobile market and the continued utterly fundamental role of the carrier in driving innovation. Granted, the increase in non-official content sites was obvious and predictable, given how easy the continuing carrier-led innovations make getting onto the mobile web for both providers and surfers. And the carriers have known this from Day 1 of i-mode.
I was talking to my accountant last week; she’s a smart, self-employed mid-career professional with a husband and kids and she’s definitely one of the more practical-minded Europeans I know.
We were talking about ‘handys’ (keitai, in Germany), and I told her about the huge success the mobile Internet and 3G are having (still) in Japan, versus in Europe where no one’s making a single (Euro) cent on UMTS. Her reaction was typical, but interesting: “I’m not going to use the phone for sending mail or anything but talking. The keypad is far too tiny. It’s just not in the mindset of my generation.”
We noted an interesting post on a local mobile developer’s site, which points out out how much money their flat-rate data plan saved the company in January. According to the scanned statement of the DoCoMo bill; “By using the pakehoudai option [a JPY 3,900 service plan option for unlimited usage of i-mode data traffic] you saved 1.67 million JPY this month.” They calculated the data packets used total just over 1GB (that’s hardcore — Eds) which would have cost approx. 10,000 Euro under the regular per packet billing model. Yikes!
We caught a feature article on a domestic mobile news site that ranked Japan’s most popular selling models for last year. For KDDI/au the W41CA by Casio was put on the market in February and maintained top place for almost 33 weeks. The continued success of that model was attributed to the feature set which includes; EZ FeliCa (mobile wallet), FM radio tuner, PC Site Viewer (Opera browser) and 2.6-inch wide screen display. The second half sales were dominated by the W43S “Walkman Phone” by Sony Ericsson. See the full ranking list after the jump.
It’s been a rather hectic few weeks here, as mentioned at the end of our latest WWJ Newsletter, so we thought a chocolate covered bundle of tidbits would be in order today. With 3GSM running this week in Barcelona, on top of the usual post January speed cycle, we’ve clipped over a dozen highlights together for a sweetheart ‘Valentines Eve’ post chalk full of wireless news goodies collected over the last little while, just for you after the jump.
