"Japan's Telecommunication Industry"

Version 29 of Nov 13, 2007 (incl. 2Q FY2008 results (of March 31, 2008, and subscription results up to Sept 2007) approx. 278 pages, including approx. 65 Figures and 100 Photographs and 12 tables, pdf-format, 40 Mbyte Corporate license: US$ 4750 [BUY and DOWNLOAD]|[Sample pages] Version 29 of Nov 13, 2007 (incl. 2Q FY2008 results (of March 31, 2008, and subscription results up to Sept 2007) approx. 278 pages, including approx. 65 Figures and 100 Photographs and 12 tables, pdf-format, 40 Mbyte Single copy license: US$ 475 [BUY and DOWNLOAD]|[Sample pages]

• The Economist: article about Vodafone in Japan in the issues of Sept 30th, 2004 is partly based on data, analysis and a figure contained in this report: read the article here (subscription required)
• BusinessWeek: article "How Sharp stays On The Cutting Edge" about the company SHARP in the issues of October 18th, 2004 is partly based on analysis contained in this report, and an interview with the author of this report: read the article here

Summary

Sample pages

Table of Contents

• Executive Summary, Agenda (List of Contents)
• Japans telecom industry - Introduction
  Key trends for 2007
  How did Japan's telecom industry become one of the world's most competitive? (historic overview)
  Overview of Japan's telecom industry, and the major industrial groups and their affiliation (Graphics: industry structure and recent transactions, status of August 4, 2006)
  Size (sales in 2003/2004) of top five Japanese telecom groups (Graphics: sales of the major Japanese telecom groups, data for fiscal 2003/2004)
  
• The main players
  Overview of main players
  Comparing the NTT Group, KDDI and SoftBank (Graphics for NTT, NTT-DoCoMo, NTT-Data, KDDI incl. PoweredCom, Softbank, sales for fiscal 2006)
  Market Capitalization (2004 - Dec 28, 2006) for Vodafone, DoCoMo, NOKIA, NTT, Qualcomm, Motorola, KDDI and SoftBank
  
• Financials of the top players
  Revenue of Japan's top mobile operators (DoCoMo, KDDI, SoftBank/Vodafone/J-Phone (data for 2000 - 2007)
  Net after tax income of Japan's top mobile operators (DoCoMo, KDDI, SoftBank/Vodafone/J-Phone (data for 2000 - 2007)
  Capital investments of Japan's top mobile operators (DoCoMo, KDDI, SoftBank/Vodafone/J-Phone (data for 2000 - 2007)
  ARPU (average revenue per user) of Japan's top mobile operators (DoCoMo, KDDI, SoftBank/Vodafone/J-Phone (data for 2000 - 2006)
  
• NTT
  
• KDDI
  KDDI's main business areas
  KDDI's main business areas: fixed and mobile (graphics, sales data for fiscal 2007 (estimation))
  KDDI's history, major mergers and acquisitions between foundation in 1953 and 2006
  History of KDDI's service
  KDDI's revenue (graphics: KDDI total revenue, mobile communications revenue, data for 2000-2007
  KDDI's investment capital expenditure (graphics: for different business areas, data for 2004-2007
  
• SoftBank Group
  Masayoshi Son
  SoftBank overview
  Main business areas
  Group structure
  Demonstrating SoftBank's corporate size: comparing Revenue, Net Profits, and stock capitalization between APPLE Computer and SoftBank (data for 2004-2005)
  Japan Telecom
  Media, TV business
  
• SoftGank Mobile Overview
  Japan Telecom and J-Phone
  J-Phone's success story
  Vodafone's acquisition and sale of Japan Telecom including J-Phone
  From J-Phone to Vodafone
  Vodafone's turnround plans
  
• The Acquisition of Vodafone KK by the SoftBank Group
  SoftBak acquires Vodafone KK - the Acquisition
  SoftBank's targets
  Risks and opportunities of SoftBank-Mobile's turn-round
  SoftBank's post-merger actions
  3G base stations and coverage
  Rebranding campaigns
  Rebranding the shops
  Yahoo-Keitai replaces Vodafone-Live
  
• eAccess and eMobile
  AOL
  
• IPmobile
  
• Fixed line markets
  Fixed line markets, overview, and trends
  Fixed line market shares of the four top carriers (data for March 2004)
  
• Basic Phone Service (POTS -> VOIP)
  Market shares of the local and medium distance fixed line phone markets for top 5 carriers (data for Sept 2004)
  Competition for basic subscription voice telephony (data: major competing groups and pricing competition overview)
  Unbundling of fixed line services
  KDDI: IP telephone over dry copper, KDDI Metal Plus
  Competition for basic voice telephony (main competitors)
  
• Broad Band
  Broadbank internet access costs (international comparison)
  Development of Japans broad band markets (history, present market situation, trends)
  Market shares for ADSL subscriptions for the top five carriers (data for Sept 2004)
  Market shares for Broad-band internet subscriptions for the top six ISPs (data for March 2004)
  Internet access in Japan, subscriber numbers for FTTH, cable TV, DSL, Dial-up (ISDN), and mobile internet (logarithmic graphics, data for 2001-2004, projection for 2005)
  Internet access in Japan, subscriber numbers for FTTH, cable TV, DSL, Dial-up (ISDN), and mobile internet (cumulative graphics: data for 2001-2004, projection for 2005)
  Fixed line internet access in Japan, subscriber numbers for FTTH, CATV, DSL, Dial-up (ISDN) (cumulative graphics: data for 2001-2004)
  Broad band internet access in Japan, subscriber numbers for FTTH, CATV, DSL (cumulative graphics: data for 2001-2004, projection to 2005)
  
• NTTs national optical IP Network
  Outline, investment size, strategy
  Projected numbers for FTTH lines provided by NTT (data for 2002-2010 (plan by NTT))
  FTTH subscription numbers (comparing Japan and European Union - EU, data for 2000-2005 and projections to 2010)
  
• KDDIs broad band business and strategy
  KDDIs broad band services
  Triple play, Metal-Plus, Hikari-One
  
• Softbank/YAHOO-BBs fixed line business and strategy
  Softbank/YAHOO-BBs strategy
  Softbank/YAHOO-BBs entering the FTTH market
  
• Wireless communication markets
  Overview
  Most important recent trends
  
• Wireless communications, Mobile phones, 3G, PHS...
  Wireless market reality in Tokyo
  Japans mobile phone companies (2006/2007)
  Comparing 3G and 2G subscriber numbers for DoCoMo, Vodafone, KDDI, TuKa for different radio transmission technologies (PHS, PDC, 3G, CDMA2000-1x, CDMAone etc.) (data for 2002-2006)
  Competition on Japans mobile phone market, total subscriber contract statistics for the major carriers, also showing the historic consolidation of the mobile communications industry (companies: Digital Phone Group, Digital TuKa, J-Phone, Vodafone, DDI-Pocket, DoCoMo-PHS, ASTEL, Cellular Group, IDO, KDDI/AU, DoCoMo) (subscriber numbers for the period 1998 to 2006, including historic data of merged operators)
  Market shares (in terms of subscriber contracts) of the four major operators: DoCoMo, KDDI/AU, J-Phone/Vodafone, TuKa (Graphics: data for 1998-2006)
  Mobile internet subscriber numbers (i-Mode, EZweb, Yahoo-Keitai / J-Sky / Vodafone-Live, data for 1999 - 2006)
  Monthly subscriber number growth (net growth, net loss) for DoCoMo, KDDI/AU, SoftBank. Willcom (graph showing data 2004-2006)
  Monthly subscriber number growth (net growth, net loss) for DoCoMo, KDDI/AU, SoftBank, Willcom (graph showing data June 2006 - November 2006)
  
• Radio spectrum allocation for mobile communications in Japan
  Policy and trends
  Details of the spectrum allocation for the 800MHz, 1.5GHz and the 2GHz bands (data of Summer 2004, for the major carriers: DoCoMo, KDDI/AU, Vodafone, TuKa, and PHS and for the different radio transmission technologies: PDC, PHS, wCDMA, and CDMA2000 and TDD for testing, also shown are the bands allocated to MCA transmissions and MT2000 satellite transmissions)
  
• 3G and 3.5G in Japan
  Overview
  Waves of disruptive innovation
  Overview of mobile 3G internet services including potential new market entrants from 2005 and beyond
  3G introduction in Japan (subscriber numbers for KDDI, DoCoMo-FOMA and Vodafone VGS, projection for new market entries for second wave, data: subscriber contract statistics for 2001-2006)
  3G subscriber data total and for FOMA, SoftBank 3G, KDDI-AU CDMA (data for 2002 - 2006)
  DoCoMos "FOMA chasm" (mobile subscriber statistics for 2001-2004 with focus and discussion of the temporary plateau in DoCoMos FOMA roll-out)
  The first wave of Japans 3G roll-out (2001-2005) (Graphics: conversion rate from 2G to 3G and 2.5G for the 3G carriers in Japan, data for 2001-2004, plus indication of potential new entrants from 2005 and beyond)
  Market shares of Japans 3G market (Graphics: market shares in terms of 3G subscription numbers, data for 2002-2004, logarithmic scale)
  Market shares of Japans 3G market (Graphics: market shares in terms of 3G subscription numbers, data for 2002-2004, linear scale)
  The first wave of Japans 3G roll-out (2001-2005) (table showing the 3G and planned or deployed 3.5G systems and upgrade path, and data transmission speeds for different carriers)
  3G imaging and video
  3G vs WiFi (hotspots)
  Picture mail and GPS
  
• Mobile Phone Handset Markets
  Japans mobile handset markets: key points
  Japans handset market versus GSM markets - key differences
  i-mode handsets, typical characteristics
  Evolution of i-Mode phone displays 2000-2004
  Example: DoCoMo 3G FOMA 900i series (2004)
  Japans market for mobile phone (Graphics: handset sales per month, sales data for 2001-2004)
  Market shares of camera phone makers (data for 2001 and 2002)
  DoCoMo FOMA P2102V
  Demonstration of GPS integration (KDDI/AU)
  Biometric sensor integration, fingerprint sensor (DoCoMo F505i by Fujitsu)
  
• The "AU design project" Design as Value
  Significance of the "AU design project"
  Summary of "AU design project" 2001-2006 (table showing major design models: talby, info.bar, ishicoro, GRAPPA 002, rotary, wearable, apollo and apollo02, etc )
  Details: Infobar, Infobar 2, cypres, kaos, vols, talby, PENCK
  The KDDI Designing Studio
  
• Sweets for the teenage and subteen market
  As an example of targeting segments
  
• Phones for the silver market
  DoCoMo's RakuRaku series
  TuKa-S TK50-S
  
• DoCoMo's 3G Phones
  DoCoMo's 900i series, 700i series, Concept Phone series
  
• Mobile phone sales in Japan
  Overview
  Promoting the 900i series
  Carriers competing face-to-face (images from a typical mobile phone store, demonstrating the competition of carriers via handset presentation)
  Focus on the KDDI/AU (3G and 3.5G handsets) vs Vodafone handset competition (2G handsets)
  Demonstration of a typical suburban KDDI/AU store, showing 3G and 3.5G handsets on display
  Vodafone global standard 3G phones
  Why did the October 2004 re-launch of 3G fail?
  From Vodafone to SoftBank
  Nokia mobile phone sales in Japan
  
• Mobile internet and i-mode
  Why was i-mode born in Japan, not in Europe or USA
  The i-mode eco-system (graphics showing the interplay of the integrated i-Mode value chain orchestrated by DoCoMo)
  i-mode in a nutshell
  Market shares in Japan's mobile internet (data for i-Mode, EZweb, YAHOO-Keitai for 2001-2006)
  Cumulative total subscriber numbers in Japan's mobile internet (data for i-Mode, EZweb, YAHOO-Keitai for 2001-2006)
  Total subscriber numbers in Japan's mobile internet (data for i-Mode, EZweb, YAHOO-Keitai for 2001-2006)
  Month-to-month growth in Japan's mobile internet (data for i-Mode, EZweb, YAHOO-Keitai for 2004-2006)
  
• EZweb - the official menu
  Evolution of the official menu (top) 2005 and 2006 (including GOOGLE mobile search)
  English menu, global site
  AU m-commerce portal portfolio
  AU auctions
  
• SoftBank and YAHOO-Keitai
  Leveraging YAHOO for the SoftBank brand
  YAHOO-Keitai replaces Vodafone Live
  + YAHOO-Keitai = SoftBank campaign
  
• m-Commerce, mobile payments and m-Transactions
  M-commerce and M-transactions (data and extrapolation for 2000-2010)
  m-Commerce, m-Content and m-Advertising in Japan to reach US$ 10 billion by 2005 (data for 2001-2005)
  i-Mode supports a range of m-Commerce and m-Transactions (overview of transaction classes)
  i-mode premium sites - a billion dollar market, figure of combined revenue of i-mode premium pay sites (data for 1999-2003)
  Around 50% of i-mode users subscribe to at least one pay site, figure with subscription data (data for 1999-2003)
  
• Music, Mobile Music
  Characteristics and trends
  comulative total of downloaded music (comparing chaku uta, chaku uta full and iTunes)
  Mobile music compared to total music market
  Mobile music market size in Japan
  Poke Melo Joysound
  Full songs - chaku uta full
  
• AU Listen Mobile service LISMO
  Characteristics and trends
  AU mUsic port
  LISMO music store
  Mobile music market size in Japan
  
• Location based services and GPS
  Characteristics and trends
  EZnaviwalk
  3D navi
  i-Area
  
• Mobile payments and keitai credit
  Overview and trends
  Overview of e-money, and electronic transaction and credit systems
  DoCoMo's investments in banks and credit card companies
  Japan's credit card and cash payment markets (data for 1990 - 2010 projection
  Japan's credit card market
  Details, grapics, and implications of DoCoMo's investments
  
• iD - DoCoMo's credit brand
  DoCoMo's iD mobile credit platform
  DCMX - DoCoMo as a credit card operator
  QuicPay contactless offline payments
  
• FeliCa Wallet phones
  Wallet phone introduction, introductory models (data July 2004)
  Initial transaction partners for i-Mode/FeliCa (data July 2004)
  What are wallet phones? Overview
  Multi-application smartcards integrated into mobile phones (graphics showing the system overview)
  Cash register POS with Edy reader / writer
  Edy in Felica wallet phones
  
• Mobile-TV
  Phones for mobile-TV (examples by SHARP and SONY-Ericsson
  Overview, 1-seg broadcast vs streaming over IP
  Three alternative screens
  Mobile digital TV and internet
  
• Prepaid Mobile phones
  Prepaid mobile phones in Japan (statistics for Sept 2004, graphics for DoCoMo, AU, Vodafone/SoftBank, and TuKa)
  
• PHS
  Japans competing three PHS services and networks (overview discussion)
  Image: wireless reality in Tokyo, showing PHS data card in actual daily use
  Overview, products and services
  Recent transactions and trends
  Sample products: DDI-Pocked Air-H data PC cards and USB connectors
  DDI-Pocket data connection products samples
  Data transmission units
  Base station: example - SANYO station for 256kbps data
  PHS data charges in comparison with 3G data charges (Graphics: PHS fees in comparison with 3G fees as a function of consumption for 0-700Mbyte/month)
  PHS: competitive features and trends
  Wristomo a mobile phone on your wrist, with data access (photographs)
  Carlyle / Willcom
  EDGE
  
• Fixed-mobile integration and mobile wireless LAN integration and wireless VOIP
  3G - wireless LAN and 3G - fixed line integration
  DoCoMo "Passage Duple", combining FOMA 3G and wireless LAN, N900iL handset including photograph
  Wireless VOIP, discussion
  
• Summary

Purchase:

Version 29 of Nov 13, 2007 (incl. 2Q FY2008 results (of March 31, 2008, and subscription results up to Sept 2007) approx. 278 pages, including approx. 65 Figures and 100 Photographs and 12 tables, pdf-format, 40 Mbyte Corporate license: US$ 4750 [BUY and DOWNLOAD]|[Sample pages] Version 29 of Nov 13, 2007 (incl. 2Q FY2008 results (of March 31, 2008, and subscription results up to Sept 2007) approx. 278 pages, including approx. 65 Figures and 100 Photographs and 12 tables, pdf-format, 40 Mbyte Single copy license: US$ 475 [BUY and DOWNLOAD]|[Sample pages]