表紙
市場調査レポート

KDDI、AUおよびUQコミュニケーションズ

KDDI, AU and UQ Communications: Pioneers of Mobile Music and Flat Data Rates, Analysis Report

発行 Eurotechnology Japan KK 商品コード 84189
出版日 ページ情報 英文 224 Pages, 36 Figures, 160 Photos, 8 Tables
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=105.69円で換算しております。
Back to Top
KDDI、AUおよびUQコミュニケーションズ KDDI, AU and UQ Communications: Pioneers of Mobile Music and Flat Data Rates, Analysis Report
出版日: 2014年05月19日 ページ情報: 英文 224 Pages, 36 Figures, 160 Photos, 8 Tables
概要

当報告書では、KDDIの企業背景・構造、事業内容、財務実績などを包括的に調査分析し、各種財務実績とライバル企業との比較分析、固定・モバイルビジネスにおける位置付けと競合戦略、新規事業・サービスの計画と成功戦略などを詳細にまとめ、概略下記の構成でお届けいたします。

エグゼクティブサマリー:KDDIのサクセスストーリー

KDDIのプロファイル

  • KDDIの主な事業:コアビジネスと関連事業
  • 各種セクターの売上(モバイル・固定電話など)
  • KDDIの歴史、など

KDDIの財務実績

  • 収益・営業収入・純益の年間・四半期データ(実績・予測)
  • 営業利益・ARPU・CAPEX
  • NTT・NTTデータ・NTTドコモ・ソフトバンクとの比較、など

新規ビジネス:自分銀行

新規ビジネス:UQコミュニケーションズ(WiMAXサービス)

KDDIの「顧客満足」戦略

日本市場におけるKDDIの位置づけ

トヨタ自動車とのつながり

  • KDDIのシェアホルダー構造
  • トヨタ・KDDI:関係性とシナジー

固定回線市場

  • KDDIによる戦略

基本通話サービス:メタルプラス

  • 固定電話サービスのアンバンドリング
  • KDDIのIP電話サービス
  • 基本通話サービスにおける競合、など

ブロードバンド(トリプルプレイ):ひかりone

  • 日本のブロードバンド市場の発展
  • ADSL加入者数、など

KDDIのブロードバンド事業と戦略

KDDIのワイヤレスビジネス:au

  • 日本のワイヤレス市場におけるKDDIの位置づけ
  • KDDIのモバイルサービス
  • KDDIとauの周波数割当て

市場におけるauの位置づけ

  • 3G市場の統計:3G加入者
    • FOMA
    • Vodafone/SoftBankの3G
    • KDDIのCDMA2000-1X・CDMA2000-1X EVDO
  • 携帯加入者数と市場シェア
    • DoCoMo
    • KDDI
    • SoftBank
    • Willcom

AUの新しいビジネスモデルへ向けた計画

モバイルインターネットアクセスのフラットレート料金による影響

auの成功戦略

auデザインプロジェクト

KDDIのデザインスタジオ

au:競争力ある携帯電話デザイン

EZweb:モバイルインターネット

au/EZwebとGoogleのモバイル検索

モバイルミュージック:KDDI/auの優位性

LISMO

その他サービス

サマリー:KDDIのサクセスストーリー

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

Through a continuous restructuring process, spin-outs, mergers and acquisitions, and through intensive customer focus and focus on Japan's market alone, KDDI has transformed itself from a former monopoly voice phone operator to one of the world's most successful and most advanced communications companies.

KDDI is constantly pioneering services and technologies. There are many advanced services which KDDI brings to market several years before competitors DoCoMo and and Vodafone/SoftBank follow, examples are 3.5G high-speed mobile internet, flat-rate data plans, full-song mobile music downloads (Chaku-uta full), GPS and location based services, and many more - which are explained and documented in this report.

The recent success story of Jibun Bank, KDDI's mobile bank is also described in detail, as well as Jibun-Bank's strategy and targets.

The present reports outlines the corporate structure of the KDDI group, explains some of the M&A history, and gives a detailed overview of many of the advanced services which have been the platform for KDDI's success. The report also contains detailed statistics (financial data, market share data) documenting KDDI's successes. This report is essential reading to understand the structure, development path and future strategy of KDDI and its brands AU, UQ, JibunBank and others.

Table of Contents

Executive Summary: KDDI's success story

KDDI's profile

  • KDDI's main businesses: core businesses, affiliates (corporate structure, fixed/mobile sector financials)
  • KDDI's revenues and operating income for the mobile, fixed lines and other business segments (data for 2000-2010)
  • KDDI's operating income for mobile, fixed line and other business segments (2004 - 2010)
  • KDDI's history (graphics showing major mergers and acquisitions history since foundation of KDD in 1953 up to 2007)
  • History of KDDI's services for fixed line and mobile services covering 1986-2008

KDDI's financials

  • KDDI's detailed annual and quarterly data for revenue, operating income, net income (data for 2000-2009, projections to FY 2010),
  • and compared to NTT, NTT Data, NTT DoCoMo, and Softbank
  • KDDI's revenues and operating income for the mobile, fixed lines and other business segments (data for 2000-2010)
  • KDDI's operating income for mobile, fixed line and other business segments (2004 - 2010)
  • KDDI's operating margins compared to DoCoMo and SoftBank (data for 2000-2009)
  • ARPU (average revenue per user / subscriber compared to DoCoMo and SoftBank)
  • KDDI's capital expenditure, investments shown for major segments of business (data for 2004-2010)

Quarterly financial results

  • Impact of the change of business model for the handset business

Quarterly revenues compared to annual revenues (DoCoMo, KDDI, SoftBank, for 2005 - 2009, with projection to 2010)

Quarterly operating income compared to annual operating income (DoCoMo, KDDI, SoftBank, for 2005 - 2009, with projection to 2010)

Quarterly net income compared to annual net income (DoCoMo, KDDI, SoftBank, for 2005 - 2009, with projection to 2010)

Quarterly operating margins compared to annual operating margins (DoCoMo, KDDI, SoftBank, for 2005 - 2009, with projection to 2010)

Spectrum and base stations

  • How many base stations does KDDI have deployed? (number of KDDI base stations for 800 MHz and 2GHz bands, and for TuKa and UQ - WiMax for 2006-2009)

New business: UQ Communications, WiMax

  • Detailed explanation of introduction time line, business strategy and services but KDDI's new WiMax services
  • Capital structure and co-investors
  • Service strategy and business strategy
  • Time line of roll-out of services
  • UQ Communications Inc, Capital structure (investments, and voting rights for top 6 share holders before and after capital increase on May 21, 2009)
  • UQ Communications: time plan
  • How many base stations does UQ Communications have deployed and planned for the future? (number of WiMax base stations planned in 20130, and
  • current number deployed for 2008-2009)
  • Marketing strategy

New Business: Jibun Bank - Jibun Bank's success story

  • Detailed explanation of introduction time line, business strategy and services but KDDI's new mobile bank
  • Time plan
  • Business targets (number of accounts, amount of deposits targeted for 2010-2012)
  • au JIBUN Card
  • KDDI money program

"Customer Satisfaction" - KDDI's strategies in the sandwich position between NTT and SoftBank

  • Customer Satisfaction campaign and strategy
  • KDDI's mobile strategies
  • KDDI's fixed net strategies, Metal-Plus and Triple play on FTTH

KDDI's position in Japan's markets

  • KDDI's market position
  • Japan's telecommunication landscape (graphics showing all major players, and recent mergers and acquisitions, date: January 2009)
  • KDDI on position No. 2 (graphics showing sales of major players to FY 2009)
  • Origin and "DNA" of Japan's telecom operators

The TOYOTA Connection

  • KDDI's share holder structure
  • The Toyota - KDDI relationship and synergies

Fixed line markets

  • Summary - KDDI's overall strategy
  • Fixed line telephony markets (graphics showing all major players)

Basic phone voice services - Metal Plus

  • Market shares of local and medium distance carrier preference for Sept 2004
  • Effects of competition of price reduction/increases for major service segments
  • Unbundling of fixed line services
  • KDDI's IP telephone services
  • Competition for basic voice telephone services

Broad band (Triple play), Hikari-One

  • Development of Japan's broad band markets: history, today, trends
  • ADSL subscriptions in Japan (data for Sept 2004)
  • Broad band internet ISP subscriptions in Japan (data for March 2004)
  • KDDI's web portal ranking (access data for top 15 web portals, April 2004)

KDDI's Broad band business and strategy

  • KDDI's Broad band services
  • Triple play on FTTH, Hikari-One

KDDI's Wireless businesses: AU

  • AU
  • KDDI's market position in Japan's wireless markets
  • KDDI's mobile services
  • KDDI's firsts, innovations and strategy
  • KDDI's and AU's spectrum allocations

AU's market position

  • AU market position - summary
  • AU focus on 3G, summary
  • 3G market statistics (data of 3G subscriptions for FOMA, Vodafone/SoftBank-3G, KDDI CDMA2000-1X and CDMA2000-1X EVDO (WIN) in Japan for 2001-2009
  • KDDI gains market share: statistics of mobil phone subscription numbers for all mobile operators including PHS (DoCoMo, KDDI, SoftBank, Willcom) (data for 1998-2009)
  • Market shares of mobile operators (DoCoMo, KDDI, SoftBank and Willcom) in Japan's mobile phone market (all mobile phones and cellular market only, data for 1998 - 2009)
  • Month-to-month growth/loss for KDDI (AU and TuKa), DoCoMo, SoftBank and Willcom subscribers (monthly gain/loss of subscribers for 2004 - 2009)
  • 3G and 3.5G in Japan

AU setting the agenda for new business models

  • Business models vs competing on price
  • Charges, ARPU and business models for 3G
  • Voice calls KDDI/au vs DoCoMo and Vodafone (table compares voice call pricing for 2G and 3G)
  • Data pricing
  • Data charges for 3G: metered vs flat rates
  • Data charges for 3G and 2G
  • Data charges for 3G at high volumes
  • Data charges for 3G at high volumes and compared with PHS

Impact of flat rate mobile internet access

  • Details of flat rate data charges on 3G
  • Details and impact of flat rate mobile internet rates

AU's winning strategy cocktail

  • AU's winning strategies
  • Strategic tool

The AU design project

  • Significance
  • Summary of the AU design project (data for 2001-2008)
  • Infobar (2001-2002) and Infobar-2 (2006)
  • AU Design Project 2006 (cypres, kaos, vols)
  • talby
  • Penck

The KDDI designing studio

  • Overview and images
  • KDDI designing studio vs the SoftBank flagship store in Shibuya (the former Vodafone flagship store)
  • KDDI designing studio: outline

AU competitive mobile phone design

  • AU competitive mobile phone design for specific segments
  • Accessories
  • Style up panels
  • Sweets

EZweb - mobile internet

  • EZweb - different from i-Mode
  • EZweb's strategic differentiation
  • The official menue
  • English menu - global site

Mobile search on AU/EZweb and GOOGLE

  • Mobile search
  • GOOGLE - KDDI/AU partnership

Mobile music as a competitive advantage for KDDI/AU

  • Mobile music in Japan - introduction
  • KDDI/AU has consistently used music as a competitive advantage
  • Music distribution via EZweb
  • Characteristics and trends
  • Mobile music compared to total music market (data for 1994-2004, projection to 2010)
  • Mobile music market size in Japan (data for 1994-2004 with extrapolation to 2006/2007)
  • Chaku-uta, Chaku-Uta-full vs i-Tunes (data for 2003-2005 with projection to 2006)
  • AU's music distribution channels
  • KDDI Chaku-Uta-Full
  • Chaku-Uta-Full - J-POP menu, top 3 chaku-uta-full sites

LISMO - au Listen Mobile Service

  • LISMO overview
  • Utatomo, social networking via music
  • AU Music Port, and LISMO Music Store as a competitor to i-Tunes
  • LISMO Music Store
  • Music-HDD mobile phone as a competitor to iPod

EZ.FM and the "On Air Check Appli" - selling mobile music

  • Overview
  • Menu site structure, segmentation, analysis and discussion
  • On Air Check Appli screen images and functionality

EZchannel as a specific 3G services and a means of competitive differentiation

  • Top menu
  • What is EZchannel?
  • EZchannel program guide menu
  • Sample list of subscribed EZchannels
  • Examples of several EZchannel issues

AU location based services and GPS: EZnaviwalk

  • GPS and EZnaviwalk
  • Description and functionality with sample screen images
  • EZnaviwalk user interface and functions: train travel, car travel, walking, and other functions
  • Test report on location determination accuracy (simple test)
  • 3D navi - 3D navigation
  • Location based security and emergency services

"EZ Book Land"

  • Overview
  • Menu site structure, segmentation, analysis and discussion

eBooks for mobile phones

  • Menu site structure, segmentation, analysis and discussion
  • Site listings for eBooks
  • Sample eBook online store
  • Read an eBook, demonstration with screen images and sample pages

"EZ Game Street"

  • Menu site structure

AU's EZweb strategy

  • KDDI's m-commerce businesses
  • EZweb shopping and auctions
  • AU's m-commerce portal portfolio
  • AU shopping and auctions, AU shopping mall

KDDI The Card - and KDDI Money Program

  • KDDI's emerging credit and banking business

Mobile TV and video

  • SONY-Ericsson's AU moble phone for one-seg mobile digitial terrestrial TV
  • Mobile TV in Japan - overview
  • 1-seg broadcast vs IP-TV
  • Combining mobile digital TV and mobile internet

Duogate and AU-My-Page

  • Duogate
  • AU-myPage

Summary: KDDI's success story

Back to Top