Building 3G in Japan: two waves of disruptive innovation
Why disruptive innovation
First wave, second wave
Disruptive innovation: the key criteria
Disruptive innovation: different value proposition, initially underperform established technologies in main stream markets...
Disruptive innovation: new features that customers value
Disruptive innovation: typically cheaper, simpler...
The case of TD-SCDMA
Standardization practices in US, EU and Japan
Overview of Japan Telecommuncations markets as a background for 3G
How did Japans Telecom industry become one of the worlds most competitive?
Japans Telecom competitive landscape
Recent transactions and developments
Overview of Japans mobile 3G internet systems
NTT dominates in size
Competition for Japans mobile phone markets (mobile subscriber numbers for Japans seven mobile systems, data: 1998-2004)
Market shares in Japans mobile markets ( overall market shares of DoCoMo, Vodafone and KDDI/AU, and focus on KDDI/Vodafone competition, data: 1998-2004)
Three groups coompete for over 70 million wireless internet users in Japan (subscriber figures for Japans mobile internet systems excluding PHS, market shares, data: 1998-2004)
i-Mode subscribers compared to competing wireless internet services (subscriber figures for Japans mobile internet systems excluding PHS, data: 1999-2004)
Section summary
The first wave of 3G service roll-out in Japan (2001-2005)
Dynamics of the first wave of 3G roll-out in Japan
Competing network technologies and carriers (Table)
3G and 2G cell phone subscriptions in Japan (data: 2002-2005)
3G cell phone subscriptions in Japan (data: 2002-2005)
DoCoMo "FOMA Chasm" (graphics, chasm, early adopters, mainstream)
First wave of 3G introduction (conversion rates for the three competing carriers, data: 1998-2004)
First wave of 3G introduction (market shares of the three carriers, data: 1998-2004)
Analysis of 3G introduction dynamics in Japan
From 2005: the second wave of 3G development in Japan
Expected market participants and network technologies (table, including expected participants, technologies, data rates, starting dates)
Conclusions for 3Gs second wave
Recommendations for carriers introducing 3G services - what to learn from Japans 3G development
Privacy
Crucial factors for the success of 3G in Japan
Overview: coverage, handsets, content and services, fees and business models
Some factors we believe are not important for 3G success
Coverage: discussion
Dual network service: 2G/3G handover - Europe (GSM/UMTS), KDDI/AU (CDMA2000), DoCoMo (FOMA)
Coverage: base stations
Indoor coverage as a business opportunity: IMCS
Indoor coverage (number of indoor stations for FOMA, data: 2002-2006)
3G handsets
Handsets are crucial for success
3G handsets, overview
Evolution of mobile phone displays: 2000-2004
Mobile internet and camera handsets: trends towards the sweet spot
100 grams/100 cubic centimeter handsets are preferred
Handsets need to have 2-3 weeks standby time, and more than 1 day talk time
DoCoMo FOMA P2102V as a demo
DoCoMos 900i series
Pricing issues and typical street prices for 3G phones in Japan vs 2G phones
Camera phones as disruptive innovation for DoCoMos 3G FOMA
Importance of handset design for 3G success, the KDDI/AU 3G "Designer Series"
KDDI/AU 3G "INFOBAR" (November 2003)
KDDI/AU 3G "INFOBAR" Key properties functions
KDDI/AU 3G "INFOBAR - NISHIKIGOI" demo
"INFOBAR" and the KDDI/AU "Design Project"
KDDI/AU "Design Project": "talby" by marc newson ltd
NOKIA 7600 3G phones on sale in Japan
Operating systems and software
Operating systems
TRON Overview
The wapro trap
Symbian
Browser market: which browser dominates
Software
Charges, ARPU and business models for 3G
ARPU (average revenue per user) for 3G compared to 2G (data for 2000-2004)
Voice call charges: 2G vs 3G
Data charges
Details and impact of flat data rates on 3G
Average data packet usage on DoCoMos networks (2G vs 3G)
Data charges for 3G - metered vs flat rates for different carriers (data: June 2004)
Data charges for 3G vs 2G (data: June 2004)
Data charges for 3G for high volumes of 3G data (data: June 2004)
Usage statistics
FOMA subscribers have much higher data usage at lower charges (data: 1999-2004)
Video on 3G
Video on 3G - a killer application?
Video on 3G has many different applications beyond video telephony
Video telephony on 3G - strategic pricing
DoCoMo Airview
DoCoMo Jailor: pretending to be at home when you are not - protecting your home
DoCoMo seeding the 3G video market with applications: remote video control for machinery
DoCoMo seeding the 3G video market with applications: remote video control for robots
DoCoMo seeding the 3G video market with applications: Visual controller with demo
Music: from Chaku-Melo to Chaku-Uta to Full Songs
3G to revolutionize music distribution
i-Mode = marketing success story for the 2G-3G transition of wireless data services
i-mode revenue model
Concept and basics
i-mode in a nutshell
The i-mode eco-system
i-mode concept: General
i-mode concept: Business Models
i-mode concept: Current implementation
i-appli - JAVA applications, a crucial component of i-mode and 3G
i-appli - JAVA: Basics
i-appli - JAVA: Typical applications
i-appli - JAVA: Games
i-appli - JAVA: JAVA system concept
i-appli - JAVA: i-appli and JAVA leads to higher data usage
The official i-mode menu as a portal for content, services and transactions
Evolution from 1999-2003
Premium sites: a billion dollar market
Subscription statistics: fraction of subscribers registering for premium sites (data from 1999-2003)
Subscription statistics: average number of premium sites per subscriber (data from 1999-2003)
Evolving portal presentation: 2G to 3G (data from 2001-2003)
The i-mode experience 2004 on 3G-FOMA
The i-mode experience 2004 on 3G-FOMA: navigating the menu
The i-mode experience 2004 on 3G-FOMA: The top menu
The i-mode experience 2004 on 3G-FOMA: The i-menu
The i-mode experience 2004 on 3G-FOMA: The menu list
The i-mode experience 2004 on 3G-FOMA: The menu list - main headings
Demonstrating i-mode progress from 2003-2004 (including introduction of Macromedia FLASH)
The i-mode experience 2003 on 3G-FOMA
The i-mode experience 2003 on 3G-FOMA: navigating the menu
The i-mode experience 2003 on 3G-FOMA: The top menu
The i-mode experience 2003 on 3G-FOMA: The i-menu
The i-mode experience 2003 on 3G-FOMA: The menu list
The i-mode experience 2003 on 3G-FOMA: The menu list - main headings
i-mode usage and traffic profiles
average i-mode data usage (data from 1999-2003)
Handset novelty and functionality drive i-mode usage (data from 1999-2003)
i-Mode user profile (usage profile by gender and age group)
i-Mode web access events by content class (data: 2000-2003, and 2G versus 3G/FOMA)
i-Mode Typical page view statistics for selected top sites (data: 2001-2003)
i-Mode traffic for different activities: send mail, receive mail, view web page, and total traffic (data: 14 August 2003, 39.3 million subscribers)
Analysis of i-mode traffic profiles
Email and messaging: usage statistics (data for 2001-2003, 2G versus 3G/FOMA)
Email and messaging: pricing and service characteristics (data for 2001-2003, 2G versus 3G/FOMA)
m-Commerce and m-Transactions
m-Commerce, m-Content and m-Advertising in Japan to reach US$ 10 Billion in 2005 (data for 2001-2006)
Types of m-Commerce
i-mode premium sites content business (data: 1999-2003)
Premium content subscription statistics (data: 1999-2003)
Wallet phones: "Making mobile phones an essential part of daily life"
Wallet phones overview
Wallet phone transaction partners at the time of introduction
Wallet phones concept
What are Wallet phones?
What are Wallet phones? - i-mode and FeliCa, the role of JAVA applications
What are Wallet phones? Graphics demonstrating the concept
SO405iC i-mode phone with FeliCa chip (images and screen images of JAVA application linking with smartcard)
i-mode/FeliCa phones as Edy cash
i-mode/FeliCa phones as train tickets
i-mode/FeliCa phones as event tickets and reservations
i-mode/FeliCa phones as air tickets
i-mode/FeliCa phones as e-cash, and at game parlors
Security
Security, SSL
FirstPass authentication
Wallet phones and remote locking
Finger print recognition systems
Security trends
