Japan’s mobile subscriber numbers grew by about 5 million in 2006. Because of the much higher ARPU, Japan’s mobile market again grew by a couple of Finlands during 2006. A growing number of people have more than one mobile phone, to take advantage of the best rates, eg for mail, voice and data. We expect growth to continue. Our analysis below shows that KDDI’s and AU’s gains are a lot larger than a superficial view of the statistics reveals – see our Figure below. Find a detailed review in the latest edition of our JCOMM-Report.
KDDI‘s subscriber gains during 2006 are much bigger than a superficial analysis reveals (see figure above):
KDDI’s AU mobile service gained about 4.2 million new subscribers during 2006 – more than twice as many than DoCoMo’s cellular service, which gained about 1.8 million new subscriptions.
Currently, KDDI is shutting down it’s TuKa 2G service, and DoCoMo is shutting down it’s PHS service. Both services together lost more than 2 million subscribers during 2006 – this is a much larger movement than due to number portability introduced on Oct 24, 2006.
KDDI offers both number portability and mobile email portability, and reports surprise that many former low-end TuKa users moved to top-end high-speed WIN (2.4 Mbps) data services.
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