Sunday, July 31, 2005
KDDI may partner with Poweredcom/TEPCO
Poweredcom has doubled investments in FTTH to YEN 44 Billion (US$ 0.4 Billion) for FY 2005/2006 from YEN 22 Billion in FY 2204/2005.
Partnership with KDDI's triple-play leverages Poweredcom's present and future FTTH investments.
The following Figure shows the changes in Japan's telecom industry landscape:
Partnership with KDDI's triple-play leverages Poweredcom's present and future FTTH investments.
The following Figure shows the changes in Japan's telecom industry landscape:
KDDI to absorb TuKa
KDDI announced to absorb the three TuKa companies into AU: with the stroke of a pen, AU will be stronger by 3.5 million subscribers.
The three TuKa companies managed a successful turnround by focusing on the silver market. We think that KDDI will probably switch off TuKa's 2G PDC network quite soon, as they have done with their own 2G/PDC network.
TuKa had managed a successful turn-round recently, so it will not be a financial load on AU. KDDI will gain efficiency and economies of scale by concentrating all mobile services under the single AU brand with a single CDMA2000 network.
The three TuKa companies managed a successful turnround by focusing on the silver market. We think that KDDI will probably switch off TuKa's 2G PDC network quite soon, as they have done with their own 2G/PDC network.
TuKa had managed a successful turn-round recently, so it will not be a financial load on AU. KDDI will gain efficiency and economies of scale by concentrating all mobile services under the single AU brand with a single CDMA2000 network.
Monday, July 25, 2005
Wireless Japan 2005 Show (July 13-15, 2005 in Tokyo)
Some highlights:
- VOIP - 3G - fixed line - wLAN integration
- first push-to-talk (PTT) appearance in Japan - will PTT arrive in Japan?
- KDDI joined DoCoMo's mobile FeliCa camp, and demos first EZ-FeliCa handsets and mobile SUICA
- new 3G-entrant e-Mobile shows it's flag
- PHS-carrier Willcom from strength to strength
- Vodafone again absent - focuses on turn-round
Mobile FeliCa wallet phones and mobile payment
KDDI has timed it's entry to DoCoMo's mobile FeliCa camp to coincide with the time, when the railway nearfield payment card SUICA with 10 million users will join the mobile FeliCa system. KDDI demonstrated the first EZ-FeliCa phones:
DoCoMo is expanding the penetration for mobile FeliCa, demonstrating "TownPocket": TownPocket is a FeliCa terminal, where users can link their phones via the FeliCa reader/writer interface to pick up local information. Possibilities are to bookmark automatically the URL of a shop or a sightseeing spot, or to send or receive an email with local information.
Popularity of DoCoMo's 901iS series accelerates DoCoMo's transition to 3G.
Fuel cells to power mobile phones
With mobile phones quickly becoming pocket sized music centers in competition to iPod's but in much larger numbers, battery life is a problem. Fuel cells give hope for longer life till the next recharge. As you can see in the picture, the prototype fuel cells are still too large for daily use:
Hitachi shows a prototype future generation phone with:
- ultra-3G
- digital terrestrial TV tuner
- hard disk
- fuel cell
also shown is the recharge for the fuel-cell:
Concept multimedia phones
Futuristic concept phones are a tradition at the Wireless Japan show. The following images show multi-media concept phones:
This flask-stile multimedia presenter shows images on flake-like suspended displays. Presentation of particular images helps to create the mood of the moment:
Media phone:
Digital rights management (DRM) concept study. Digital rights are sold in the style of wrapped sweets, and can be played or eaten. Dropping a digital-right-sweet into the receptacle plays the music or the video corresponding to this right. The sweets/DRMs can be eaten up after their value has been used up:
e-Mobile
e-Mobile is preparing for it's debut in Japan's mobile phone market, most likely from 2006 or 2007. While new mobile entrant Softbank was not at the Wireless Japan show, e-Mobile had a massive prototype and concept presentation.
e-Mobile showed a range of concepts for the services being developed with partners Fujitsu and Lucent. Good phones and solid concepts, but nothing surprising yet at this stage.
KDDI
KDDI had a very large impressive show of AU's range of mobile phones, business software applications, it's range of mobile portals including comics, books, auctions, music and shopping, and EZ-FelIca's debut as shown higher up. An attraction was a robot display, the robot is controled via blue-tooth by mobile phone:
- VOIP - 3G - fixed line - wLAN integration
- first push-to-talk (PTT) appearance in Japan - will PTT arrive in Japan?
- KDDI joined DoCoMo's mobile FeliCa camp, and demos first EZ-FeliCa handsets and mobile SUICA
- new 3G-entrant e-Mobile shows it's flag
- PHS-carrier Willcom from strength to strength
- Vodafone again absent - focuses on turn-round
Mobile FeliCa wallet phones and mobile payment
KDDI has timed it's entry to DoCoMo's mobile FeliCa camp to coincide with the time, when the railway nearfield payment card SUICA with 10 million users will join the mobile FeliCa system. KDDI demonstrated the first EZ-FeliCa phones:
DoCoMo is expanding the penetration for mobile FeliCa, demonstrating "TownPocket": TownPocket is a FeliCa terminal, where users can link their phones via the FeliCa reader/writer interface to pick up local information. Possibilities are to bookmark automatically the URL of a shop or a sightseeing spot, or to send or receive an email with local information.
Popularity of DoCoMo's 901iS series accelerates DoCoMo's transition to 3G.
Fuel cells to power mobile phones
With mobile phones quickly becoming pocket sized music centers in competition to iPod's but in much larger numbers, battery life is a problem. Fuel cells give hope for longer life till the next recharge. As you can see in the picture, the prototype fuel cells are still too large for daily use:
Hitachi shows a prototype future generation phone with:
- ultra-3G
- digital terrestrial TV tuner
- hard disk
- fuel cell
also shown is the recharge for the fuel-cell:
Concept multimedia phones
Futuristic concept phones are a tradition at the Wireless Japan show. The following images show multi-media concept phones:
This flask-stile multimedia presenter shows images on flake-like suspended displays. Presentation of particular images helps to create the mood of the moment:
Media phone:
Digital rights management (DRM) concept study. Digital rights are sold in the style of wrapped sweets, and can be played or eaten. Dropping a digital-right-sweet into the receptacle plays the music or the video corresponding to this right. The sweets/DRMs can be eaten up after their value has been used up:
e-Mobile
e-Mobile is preparing for it's debut in Japan's mobile phone market, most likely from 2006 or 2007. While new mobile entrant Softbank was not at the Wireless Japan show, e-Mobile had a massive prototype and concept presentation.
e-Mobile showed a range of concepts for the services being developed with partners Fujitsu and Lucent. Good phones and solid concepts, but nothing surprising yet at this stage.
KDDI
KDDI had a very large impressive show of AU's range of mobile phones, business software applications, it's range of mobile portals including comics, books, auctions, music and shopping, and EZ-FelIca's debut as shown higher up. An attraction was a robot display, the robot is controled via blue-tooth by mobile phone:
Labels: concept phones, wireless japan
