Japan Subscriber Abstract ....
Slacker,
This blurb on Q3 handset sales in Japan attributed to Gartner caught my eye ...
In Japan, terminal sales were 11.3 million units in the third quarter, a slight increase of 0.6 percent from the third quarter of 2004. Sales of WCDMA handsets overtook sales of Personal Digital cellular (PDC) handsets for the first time in Japan, and PDC sales accounted for 42.8 percent of total sales in the country. "While seeking a new killer function, operators and vendors tried to spread their portfolios to meet varied user needs," said Nahoko Mitsuyama, principal analyst for mobile communications for Gartner, based in Tokyo, Japan. "Consequently, the number of models available in the market increased almost 30 percent on a year-on-year basis."
emsnow.com
Given the 3 million decline in PDC subscribers in Q3, PDC replacement sales are still holding up surprisingly well, and the blurb would indicate that CDMA2000 handset sales currently contribute less than 15% of total handsets which surprised me ...
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Japan: W-CDMA Subscriber Net Adds in Q3
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July August September Q3 2005
========= ========= ========= =========
DoCoMo FOMA 1,196,400 971,700 891,800 3,059,900
Vodafone Group 130,100 160,600 163,500 454,200
--------- --------- --------- ---------
1,326,500 1,132,300 1,055,300 3,514,100
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Japan: CDMA2000 1x Subscriber Net Adds
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au Group 312,000 262,400 249,700 824,100
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Japan: cdmaOne & PDC Subscriber Net Declines
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au Group cdmaOne -81,500 -77,000 -84,700 -243,200
All Networks PDC -1,096,600 -1,021,300 -925,900 -3,043,800
WCDMA subscribers surpassed CDMA2000 subscribers in November -- but not total
CDMA subscribers. WCDMA subscibers are likely to surpass CDMA subscribers in December or worse case January. Combined 'cdma' subscribers should pass PDC subscribers in H1 2006.
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November WCDMA & CDMA2000 Net Adds Total Subscribers
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W-CDMA DoCoMo FOMA 1,003,900 18,588,300
W-CDMA Vodafone Group 186,500 2,081,400
--------- ----------
W-CDMA Subtotal 1,190,400 20,669,700
--------- ----------
CDMA2000 1x KDDI au Group 335,300 20,184,800
cdmaOne KDDI au Group -52,100 1,037,300
--------- ----------
CDMA Subtotal 283,200 21,222,100
========= ==========
Total 'cdma' [WCDMA + CDMA] 1,473,600 41,891,800
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November PDC Net Adds Total Subscribers
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NTT DoCoMo Group -883,500 31,526,400
Vodafone Group -129,500 12,971,600
KDDI TU-KA -146,900 3,289,000
========= ==========
PDC Subtotal -1,159,900 47,787,000
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Total November Subscribers Net Adds Total Subscribers %
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NTT DoCoMo 120,400 50,114,700 55.9%
KDDI Corp. 136,300 24,511,200 27.3%
Vodafone 57,000 15,053,000 16.8%
======= ==========
Total 313,700 89,678,900
======= ==========
PDC -1,159,900 47,787,000 53.3%
WCDMA 1,190,400 20,669,700 23.0%
CDMA2000 1x 335,300 20,184,800 22.5%
cdmaOne -52,100 1,037,300 1.3%
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Twelve Month Growth and Decline of Subscribers in Japan
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NTT DoCoMo 2,447,900 +4.9% YoY
KDDI: au/TU-KA 2,409,700 +10.9% YoY
Vodafone -157,100 -1.0% YoY
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Total 4,700,500 +5.5% YoY
=========== ==========
PDC -10,808,000 -18.4% YoY
WCDMA 12,803,700 +163.0% YOY
CDMA2000 1x 3,734,900 +22.7% YoY
cdmaOne -1,030,200 -49.8% YoY
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- Eric - |
