1 docomo’s 3g deployment and actions for sustainable growth masaki yoshikawa managing director,...
TRANSCRIPT
1
DoCoMo’s 3G Deploymentand
Actions for Sustainable Growth
Masaki YoshikawaManaging Director,
Global Coordination Department NTT DoCoMo, Inc.
November 23, 2005
Japan’s Cellular Phone MarketJapan’s Cellular Phone MarketJapan’s Cellular Phone MarketJapan’s Cellular Phone Market
56.056.0 %%23.223.2 %%
16.816.8 %%
(As of September (As of September 2005)2005)
Market ShareMarket ShareMarket ShareMarket Share
Overview of Japan’s Cellular Phone MarketOverview of Japan’s Cellular Phone Market
61,136
69,349 75,944
81,921
36,219
41,011 44,149 46,328
3/2001 3/2002 3/2003 3/2004 3/2005
Market Total
Number of DoCoMo Subscribers
(( thousandsthousands ))
*Source : Telecommunications Carriers Association (TCA)
4.04.0 %%86,998
48,825
9/2005
49,904
89,127
1
1. Adoption of PDC, a proprietary technology, for 2G
2. High penetration rate of mobile internet service
3. Wide spread of handsets with various functionalities (e.g. camera, FeliCa, GPS, etc.)
5. Rapid deployment & growth of 3G services (W-CDMA vs. CDMA 1X)
4. Extremely small percentage of prepaid users
Characteristics of Japan’s Cellular Phone Market (1)Characteristics of Japan’s Cellular Phone Market (1)
2
Subscribers ( million )
Subscription Rate ( % )
Total SubscribersTotal Subscribers 49.9 -Mobile Internet ( i-mode ) 45.1 90%
Camera-phones 39.1 78%
3G ( FOMA ) 16.8 34%
Prepaid 0.06 0.12%
Subscribers ( million )
Subscription Rate ( % )
Total SubscribersTotal Subscribers 89.1 -Mobile Internet 77.2 87%
Camera-phones 70.4 79%
3G ( W-CDMA, CDMA2000 1x ) 38.1 43%
Prepaid 2.7※ 3%※【 DoCoMo】
【 Market】
As of September, 2005
As of September, 2005
※As of Dec, 2004
Characteristics of Japan’s Cellular Phone Market (2)Characteristics of Japan’s Cellular Phone Market (2)
3
Operator Network Launch Subscribers
DoCoMoW-CDMA
2001/10 16,770,100
Vodafone 2002/12 1,753,600
au CDMA2000 1X 2002/04 19,547,400
(2002) (2003)【 month 】
(2004)
(September 2005)
Growth of 3G Users in Japan (W-CDMA & CDMA2000 1x)Growth of 3G Users in Japan (W-CDMA & CDMA2000 1x)(subs.)
(2005) 4
② ② Handset Standby TimeHandset Standby Time
600
500
400
300
200
100
0
Short
Long
●P2101V●N2001
●P900i●F900i
●D900i
●F2051
●P2051
●N2102V
●F2102V
2002.3 2003.3 2004.3 2005.3
●N900i
Network and HandsetsNetwork and Handsets
① ① Outdoor Network CoverageOutdoor Network Coverage
100
80
60
40
20
0
22
99
91
602003.22051
series Launch
2004.2900i
seriesLaunch
2001.10
FOMA Launc
h 2002.3 2003.3 2004.3 2005.3
6
Model Name 2051 series 2102V series 900i series 902i series
Main Model
Release 2003.1 ~ 2003.6 ~ 2004.2 ~ 2005.11 ~
Function
Effective Pixels for Camera
0.1 ~ 0.3
Mega pixel0.3 Mega pixel
1.2 ~ 2.0
Mega pixel2.0 Mega pixel
Videophone × ○
i-appli File Size
MAX 230KB MAX 500KB
Bar CodeReader
× × ○
i-mode FeliCa(Wallet Function)
× × △ only 2model ○
N2051 N2102V N900i
”※ FeliCa” is a registered trademark of SONY Corporation
After 900i seriesBefore 900i series
FOMA FOMA Handset Handset EvolutionEvolution
N902i
NEW
7
i-mode maili-mode mail
i-appli DXi-appli DX
Deco-mailDeco-mailSites browsingSites browsing
i-motion maili-motion mail
JavaJava application application
Movie Clip
Movie Clip
FOMA Basic Service FOMA Basic Service ~i~i -mode-mode ~~
Send original movie clips Send original movie clips
Decorate i-mode mail with colored Decorate i-mode mail with colored backgrounds and text, images, and backgrounds and text, images, and music music
De
cora
tion
De
cora
tion
8
Ou
tdo
or S
iteC
usto
mer
Bra
nch
Head
Offic
e
Visual Net
Video Conference
FOMA Other Basic ServicesFOMA Other Basic Services
V Live
DoCoMo PlatformDoCoMo Platform
Live Streaming ServiceLive Streaming Service
FOMA FOMA
cameracamera
PCPC
V-liveV-liveServerServer DoCoMoDoCoMo
NetworkNetworkISDNISDN
IP-VPNIP-VPNFOMAFOMA
JapanJapan OverseasOverseas
12 12 CountriesCountriesVideo CallVideo Call
UKUK
AustraliaAustralia
Hong KongHong Kong
SingaporeSingapore
South KoreaSouth Korea
AustriaAustria
TaiwanTaiwan
ItalyItaly
SpainSpain
FranceFrance
GermanyGermany
PortugalPortugal
(As of October,2005)(As of October,2005)
International Videophone
9
0
2,000
4,000
6,000
8,000
10,000
12,000
Packet ARPU 3,080 1,330
Voice ARPU 5,970 4,810
FOMA mova
\6,140\6,140
(Yen)
FOMA and mova ARPUFOMA and mova ARPU
\9,050\9,050
[ 05/7-9 (2Q) ][ 05/7-9 (2Q) ]
10
34%
66%
22%
78%
Challenge: expansion from traditional Challenge: expansion from traditional “Telecom Business Model” to “New Business Model”“Telecom Business Model” to “New Business Model”
Wallet
Commuter passCredit card
Music/Broadcast Safety & Security
TelecommunicationsTelecommunicationsUseful for every aspect of Useful for every aspect of
daily business/lifedaily business/life
Voice call MailVideophone
Poc
Telecom infrastructure
Webbrowsing
Evolution of Cellular ServicesEvolution of Cellular Services
Lifestyle infrastructure
11
i-mode FeliCa i-mode FeliCa ~~ New Business HorizonNew Business Horizon ~~
KEY/ID
MEMBER’SCARD
FINANCE
TICKETTRANS-PORTATION
SHOPPING
ONLINESHOPPING
◆ The list of service providers include those planning to start service in the future.
“Edy” is a brand of prepaid e-money managed by bitWallet, Inc. ◆ “◆ Suica” is a registered trademark of East Japan Railway
Company. ※The logos of each service provider are presented in Japanese syllabary order of the company name.
User base of i-mode FeliCa handsets:User base of i-mode FeliCa handsets:
6.5 million6.5 million(As of Sept. 30, 2005)(As of Sept. 30, 2005)
12