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Growth in Japanese Mobile Growth in Japanese Mobile Technologies and MarketsTechnologies and Markets
High Growth Asia Markets Part 1High Growth Asia Markets Part 1::Doing Business in AsiaDoing Business in Asia
October 2, 2003October 2, 2003Kazuo Hashimoto, Ph.DKazuo Hashimoto, Ph.D
President & CEOPresident & CEOKDDI Labs USA, Inc.KDDI Labs USA, Inc.
1ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
MajorInvestors
Fixed Phones Mobile phones Long Distance/
International Local
Mobile InternetService
PHS ISP
Kyocera/Toyota
NTT
Vodafone
NTTCommunications
JapanTelecom
NTT East&
NTT West
NTTDoCoMo
J-Phone
i-mode
J-SKY
NTTDoCoMo
-
OCN
ODN
au
Tu-KaEZweb
DDI
pocketDION
DDI+KDD+IDO ---> KDDI (from 1st Oct., 2000)
Major Telecom Carriers
2ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
Comparison in Frequency Allocation
Operator2G 3G
FrequencyRemarks for 3G handset
KDDI/au800 MHz(1.5GHz
For Tu-Ka)
800MHz2GHz
CDMA2000 1X / EV-DObackward compatibility with 2G (cdmaOne)
NTT DoCoMo 800 MHz1.5GHz 2GHz W-CDMA single
W-CDMA/PDC Dual
J-Phone 1.5 GHz 2GHz W-CDMA singleW-CDMA/GSM Dual
3ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
0
10
20
30
40
50
60
70
80
90
100
95 96 97 98 99 00 01 020
10
20
30
40
50
60
70
80
90
100
Fixed Mobile Fixed Internet Mobile Internet
Mobile Subscribers > Fixed SubscribersIn FY2002
(Source: Ministry of Public Management, Home Affairs, Posts & Telecommunications)
<Note> Fixed: Telephone + ISDN Mobile: Cellular + PHS
(in millions)
Significant Increase of Mobile Significant Increase of Mobile SubscribersSubscribers
4ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
02,0004,0006,0008,000
10/01 02/02 06/02 10/02 02/03
Oct. 2001NTT DoCoMo
FOMA
Apr. 2002Apr. 2002KDDI (au)KDDI (au)
CDMA2000 1XCDMA2000 1X
As of March, 2003As of March, 2003CDMA2000 1X: 6.8 millionCDMA2000 1X: 6.8 millionWW--CDMA (FOMA): 0.4 millionCDMA (FOMA): 0.4 million
(Source:Telecommunications Carriers Association)
(in thousands)
Remarkable 3G DiffusionRemarkable 3G Diffusion
5ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
0
10
20
30
40
50
60
70
80
93 94 95 96 9712
/9903
/0006
/0009
/0012
/0003
/0106
/0109
/0112
/0103
/0206
/0209
/0212
/0203
/03
Mobile Internet Subscribers Number of Subscribers
(in millions)
(Source: TCA)
Mobile Internet Subscribers:Mobile Internet Subscribers: More than 62 million in 3 yearsMore than 62 million in 3 years
Almost double in 2 yearsAlmost double in 2 years Diffusion Increase: 57% Diffusion Increase: 57% --> 83% in 2 years> 83% in 2 years
Remarkable Diffusion of Mobile Internet
5.6
6.6
6.9
7.0
7.9
7.9
9.4
13.8
16.5
59.1
72.3
0 20 40 60 80
Japan
Korea
Finland
Canada
Singapore
US
Germany
Italy
UK
Taiwan
France
(Source: Ministry of Public Management, Home Affairs, Posts & Telecommunications)
InternetInternet--enabled Mobile Phones:enabled Mobile Phones: More than 70% enabledMore than 70% enabled Highest rate in major Highest rate in major
countries/regionscountries/regions
6ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
PortalPortal
PlatformPlatform
ASP/CSPASP/CSP
(Maintenance Info.)(Maintenance Info.)
Control BoxControl BoxNavigationNavigation
Data TerminalsData Terminals
(Mileage, Driving & Loading Info.)(Mileage, Driving & Loading Info.)
InternetInternet
Data CentersData Centers
CSPCSP
Mobile NWMobile NW(CDMA2000 1(CDMA2000 1xx, 1, 1xEVxEV‐‐DODO,,
HH””,,DSRC)DSRC)
Fixed NWFixed NW
InfrastructureInfrastructure
Communications DevicesCommunications Devices
SensorsSensors
NavigationNavigation
SensorsSensors PCPC
Car TerminalCar TerminalECUECU ECUECU
Telecom ServicesTelecom Services
Contents/ApplicationsContents/Applications SolutionSolution
KDDIKDDI’’s s Commitment:Commitment: Value Proposition on Seamless Mobile/Fixed/Broadband Value Proposition on Seamless Mobile/Fixed/Broadband
NetworkNetworkValueValue--added Service Offerings for Ubiquitous Needsadded Service Offerings for Ubiquitous Needs
TelematicsTelematics InitiativeInitiative
7ⓒ 2003 KDDI Labs USA, Inc. All rights reserved.
Market ForecastMarket Forecast
SecuritySecurityP2PP2P
IPIP--VPNVPNCRM, SFA, SCM, CRM, SFA, SCM,
etc.etc.
$1.4 Trillion $1.4 Trillion Market in 2010Market in 2010
NavigationNavigationMaintenanceMaintenance
Emergency ServiceEmergency Service
More than 60 More than 60 million cars in million cars in
JapanJapanIPv6IPv6
Mobile IPMobile IPWLANWLAN
Growing areaGrowing area-- ITS /ITS /TelematicsTelematics-- EnterpriseEnterprise
EmailEmailWeb browsingWeb browsing
2G2G144kbps144kbps
Mobile PhoneMobile PhoneLow EndLow End
““Chaku UtaChaku Uta””OnOn--line Gameline GameImage/VideoImage/Video
Personal GatewayPersonal GatewayEE--CommerceCommerce
More than 60 More than 60 million Mobile million Mobile
users ( > Fixed)users ( > Fixed)
More than 70% More than 70% InternetInternet--enabledenabled
3G ~ 3G ~ 2.4Mbps2.4Mbps
4G 4G ~100Mbps~100Mbps
Mobile PhoneMobile PhoneHigh EndHigh End
Contents /Contents /Applications / Applications /
SolutionSolutionMarket SizeMarket SizeKey Key
TechnologiesTechnologiesMarketMarket