DoCoMo Overview. NTT DoCoMo, Inc.

Transcription

1 DoCoMo Overview NTT DoCoMo, Inc. 1

2 The Rapid Development of Mobile Market in Japan 1979/12 Car Phone Service (Analogue, 1G) ( )Annual Market Growth [%] 1987/ 4 Mobile (Portable) Phone Service (X 1000) 1988/12 2 New Competitors 1993/ 3 Digital System (PDC) 2G (+9%) 82, / 4 Deregulation of handsets (+13%) 75, / 2 -mode service (+19%) 69, / 3 Abolition of Analogue System 60,943 (+23%) 2001/ 5 FOMA Service Introductory 3G 46,111 51,141 43, /10 FOMA Service Commercial (+32%) 41,530 40,783 (+51%) 36,026 31,526 29,356 (+105%) 23,898 20, (+136%) 17,984 1,378 (+103%) ,712 10,204 2,131 10,960 1,027 4,331 91/3 1,323 2,206 4,936 92/3 93/3 Penetration ratio /3 95/3 96/3 97/3 98/3 99/3 00/3 Nox. of cellular phone/car phone subscribers (total market) (thousands) 01/3 No. of cellular phone/car phone subscribers (NTT DoCoMo Group) (thousands) 02/3 03/3 04/4 2

3 FOMA Subscriber Growth Total number of FOMA subscribers exceeded 3 million on Mar. 30, 2004, owing primarily to release of 900i Series handsets. FOMA subscriber base is projected to reach 10.6 million as of Mar. 31, No. of net additional FOMA subscribers in each month (1,000 subscribers) Total no. of FOMA subscribers as of end of each month 1,337 1,626 Released 900i series handsets 2,321 1,881 2,013 3,045 10,600 1, / / /3E2 3

4 FOMA ARPU/MOU FOMA ARPU increased by 2,540 yen from the previous fiscal year to t o 10,280 yen. FOMA MOU rose sharply to 219 minutes, up 110 minutes year-on-year. year. FOMA ARPU for year ending Mar. 31, 2005 is estimated at 9,240 yen n in view of planned price reductions, etc. Quarterly Data Full Year Data 171 9,610 3,250 2, ,430 10,270 10,360 10,280 3,600 3,260 3,400 3,380 3, ,150 3,310 FOMA MOU (minutes) FOMA Packet ARPU (yen) FOMA Voice ARPU* (yen) *Inclusive of circuit-switched data communications 109 7,740 2,690 2, ,240 9,240 2,830 2,750 6,360 6,830 7,010 6,960 5,050 6,900 6, /4-6(1Q) 7-9(2Q) 10-12(3Q) 2004/1-3(4Q) 2003/3 2004/3 2005/3E 4

5 3 Factors for 3G success Network Handsets Services 5

6 FOMA Coverage Expansion Outdoor Pop coverage (%) Indoor No. of Indoor systems 5, Nationwide Service launch 2002/4 91 Outdoor Coverage (%) 3,800 4,000 Efficient outdoor coverage expansion Use of 800MHz BTS 60 Metropolitan area service launch 2001/ ,000 Aggressive indoor roll-out out Compact BTS, MOF, etc. 40 2,000 Plan to enable use of FOMA in all subway stations in Tokyo by 1H of , Indoor Coverage (No. of systems) 1, /3 2003/3 2004/3 2005/3E /3E 6

7 Release of FOMA 900i Series Handsets D900i F900i N900i P900i SH900i On sale soon Principal Features of 900i Model FOMA 900i handsets offers superior basic features, while keeping the size, weight and standby battery hours comparable to PDC phones. Attractive new features unique to FOMA, e.g., capability to handle large-volume content, Chaku-motion, Kyara-den, Deco-mail,, etc. 7

8 Specification of Latest FOMA Handsets Previous Models Year 2003 Models Latest Model Latest PDC Model P2101V P2102V F900i F506i Battery life Call time Standby Time (motionless) Weight Video Mail (i-motion mail) i-motion File Size i-appli File Size Other Features Approx. 90 min Approx. 55 hours (Approx. 88 hours) 150g (P2101V) Incompatible 100KB Max. 15 seconds At least 10KB varies by model Voice:Approx.130 min Videophone: 90 min Approx. 240 hours (Approx. 310 hours) 130g compatible 300KB (Max. 40 sec) With text scroll function 200KB Twin cameras SD memory card Rotating display, etc Voice Approx. 160min Videophone 100 min Approx. 360 hours (Approx. 480 hours) 120g compatible 2MB 300KB except when streaming, playback 400KB Mega pixel camera, HTML , e avatar- capable videophone, etc Approx. 150 min Approx. 510 hours 116g Incompatible Incompatible ND 2 mega-pixels auto focus CCD camera, sweep-type fingerprint sensor, etc 8

9 FOMA Handset Enhancements -Attractive new features To boost packet usage Capability to handle large-volume content Large-capacity i-appli Greater i-appli size Improved expressiveness Deco-mail size i-appliappli main application + extra data storage: KB KB KB HTML , enabling messages to be decorated with photos, animation, etc. Chaku-motion Incoming call notification using i-motion video and high-quality music. First FOMA model equipped with100kb Macromedia Flash. (size: 5 times larger than PDC s) Macromedia and Macromedia Flash are trademarks or registered trademarks of Macromedia, Inc. in the U.S. or other countries. To encourage use of videophone Aim to increase opportunities to use videophone service Kyara-den Animated cartoon characters (avatars) are transmitted to represent ent the sender s s face during videophone calls. 9

10 Develop businesses linked with brick-and-mortar services Example of Applications Using QR Codes A map book with QR codes on each page Bar code reader Code reading result Read code by camera Connect to URL Access Internet Keitai mini Tokyo Map is provided by Alps Mapping K.K. QR Code is a registered trademark of Denso Wave Inc. Enable users to obtain information related to the particular page (location) of book Keitai mini p.46 Ginza No. of recommended restaurants: XXX No. of hotels: XX 10

11 Develop businesses linked with brick-and-mortar services FeliCa trial service Field trial of airport check-in service using FeliCa-enabled enabled i handsets is in progress. Handset-based check-in service to be made available at principal international & domestic airports in the future. We are studying ways to expand service offerings and improve CRM through linkage with airline mileage plans. Reserve/buy air tickets Future service image Redeem earned points for award ANA passenger Check-in & receive boarding pass Earn mileage points by shopping Flight mileage cumulation Aggregation/ Multi-use use Earn mileage points through use of of mileage partner service 11