|
|
|
市場調查報告書
日本通訊產業
Japan's Telecommunications Industry
|
日本通訊產業 是由出版商Eurotechnology Japan, K.K.在2010年05月所出版的。
這份英文市場調查報告書包含273 Pages 價格從美金4750起跳。
本報告為,綜合調查具2000億美金規模之日本通訊產業及市場,並提供市場概要分析、金融數據、市場趨勢等分析,以下列摘要形式闡述。
實施概要:議程
日本通訊產業:簡介
主要企業
主要企業財務狀況
日本行動電話基地台數
NTT
KDDI
UQ通訊:WiMAX營運商
SoftBank Group
SoftBank行動通訊概要
SoftBank Group收購Vodafone KK
eAccess及eMobile
基本電話服務(POTS、VOIP)
寬頻
NTT全國光纖IP網路
KDDI寬頻商業策略
SoftBank/Yahoo BB固定回線業務
無線通訊市場
無線通訊、行動電話、3G、PHS等
日本行動通訊無線頻寬
日本之3G・3.5G
行動電話終端市場
「au design project」:具價值之設計
針對年輕族群及兒童市場之利多
銀髮族群行動電話
DoCoMo之3G行動電話
日本行動電話銷售
行動通訊網路、i模式
EZweb:官方選單
SoftBank、Yahoo行動電話
行動電子商務、行動支付、行動交易
音樂,行動音樂
au之LISMO服務
定位資訊服務(LBS)及GPS
行動支付、行動信用
iD:DoCoMo之品牌信用
FeliCa:行動錢包
行動TV
預付手機
PHS
固定行動通訊整合、行動電話
概要
Abstract
Summary
This report gives a comprehensive overview of Japan' s US$ 200 billion
telecommunications industry and markets. This report is purchased by
investors, investment banks, students, telecom equipment makers, electronic
chip makers, telecom operators, venture companies, software companies and many
other industry professionals all over the world.
Most experts agree that Japan is the global leader in telecommunications,
about 2-5 years ahead of Europe and the US in most areas of telecommunications.
Therefore, understanding the state-of-the-art in telecommunications requires
understanding the telecommunication landscape in Japan. The present report
delivers such an overview and is required reading for any telecommunication
professional, who wishes to understand todays state-of-the-art.
This report gives a thorough overview of Japan' s telecommunications markets,
with a wealth of statistical and financial data in visualized graphical form
with analysis and trends.
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)
- How many cell phone base stations are there in Japan?
- Number of base stations for all major Japanese mobile operators (DoCoMo,
KDDI/AU, TuKa, SoftBank, eMobile, UQ, and local WiMax operators (data for 2005
- 2009, stacked, by spectrum segment, 2G, 3G, national WiMax, local WiMax)
- Number of base stations for all major Japanese mobile operators (DoCoMo,
KDDI/AU, TuKa, SoftBank, eMobile, UQ, and local WiMax operators (data for 2005
- 2009, separate curves for different technologies and separate for each
spectrum band)
- Total number of cellular base stations for all major Japanese mobile
operators (DoCoMo, KDDI/AU, TuKa, SoftBank, eMobile, UQ, and local WiMax
operators (data for 2005 - 2009)
- How big is Japan' s market for base stations? How many basestations are
sold per month? Incremental number of base stations for all major Japanese
mobile operators (DoCoMo, KDDI/AU, TuKa, SoftBank, eMobile, UQ, and local
WiMax operators (data for 2005 - 2009)
- How many repeaters and boosters are installed in Japan? (graphics showing
number of boosters and repeaters for Japan' s cellular mobile operators DoCoMo,
KDDI / AU, SoftBank Mobile and eMobile for the period 2006-2009)
- Number of low power repeaters (DoCoMo, KDDI / AU, SoftBank mobile, time
period: 2008-2009)
- How many PHS basestations are installed in Japan (for operator Willcom:
number of PHS stations installed for the period 1996 - 2009)
- 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
- UQ communication - WiMax operator
- Strategy
- Capital structure, investors
- 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
- SoftBank 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
- 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
- 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
|

|