Japan Telecommunications Report Q3 2009

Executive Summary .............7
SWOT Analysis....8
Japan Wireline SWOT .......... 8
Japan Mobile SWOT............. 9
Japan Political SWOT ........ 10
Japan Economic SWOT ...... 11
Business Environment ......12
Asia...... 12
Japan ................. 16
Table: Asia Telecoms Business Environment Rankings ........... 17
Industry Forecast Scenario .................18
Mobile.... 18
Table: Telecoms Sector – Mobile – Historical Data & Forecasts, 2005-2013.............. 18
Fixed Line............... 20
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts, 2005-2013........ 20
Internet ................... 21
Table: Telecoms Sector – Internet – Historical Data & Forecasts, 2005-2013 ............ 21
Market Data Analysis .........23
Mobile.... 23
Mobile Market Overview .... 23
Table: Japan Mobile Market Share, December 2008............... 23
Table: Japan Mobile Net Additions Market Share, Q408 ........ 24
ARPU................. 25
Table: Japanese ARPUs Q306-Q408 (JPY/month).................. 25
Table: Japanese Voice ARPUs Q306-Q408 (JPY/month) ........ 26
Table: Japanese Data ARPUs Q306-Q408 (JPY/month) ......... 26
3G........ 27
Table: 3G Mobile Subscriber Market – 2008.......... 27
Table: 3G Mobile Net Additions (Q408)................. 28
Mobile Contract Wins.............. 30
Table: Mobile Contract Wins............... 30
Mobile Content ....... 31
Regional Outlook................ 31
Table: Asia VAS Market By Service..... 31
Country Outlook ................. 32
Value-Added Services Timeline............ 34
Table: Selected VAS Services, 2008-2009............... 34
Mobile Operator Data ............. 35
Japan Mobile Market Overview........... 35
NTT DoCoMo .... 36
KDDI ................. 38
Softbank Mobile .................. 40
Fixed Line............... 41
Table: Fixed-Line Operators – March 2009 ........... 42
Internet ................... 44
FTTH................. 44
NTT East and NTT West: ADSL vs FTTH ('000)..... 45
Number Of Broadband Subscriptions By Technology Type (mn)............... 46
DSL... 46
ARPU................. 47
VoIP Services.......... 47
WiMAX ................... 49
Wireline Developments ............ 50
Table: Wireline (Fixed-Line And Broadband) Developments ... 50
Regulatory Environment & Industry Developments.............51
Table: Regulatory Bodies And Their Responsibilities In Japan ................. 51
Competition ....... 53
Table: Licence Categories .. 53
Table: Notification Categories............. 53
Licensing............ 54
Interconnection.. 55
Regulatory Developments ........ 55
Industry Developments......56
Company Monitor...............57
Table: Nokia Reported Q408 Results (EURmn)...... 57
Table: Nokia Mobile Device By Geographic Area (mn units).. 58
Table: Nokia Siemens Networks Net Sales By Geography ....... 60
Table: Major Equipment And Services Awarded To Nokia (2007-2009) ... 61
Competitive Landscape.....62
Competitor Analysis................. 62
Table: Key Players: Japan Telecoms Sector........... 62
Table: Selected Operators Financial Indicators (FY end March 31 unless stated)....... 63
Selected Profiles – Operators .. 64
Appendix ............82
Key Players............. 82
Fixed Line.......... 82
Table: Regional Fixed-Line Penetration Overview.................. 82
Broadband ......... 83
Table: Regional Broadband Penetration Overview ................. 83
Mobile................ 84
Table: Regional Mobile Penetration Overview....... 84
Telecoms Business Environment Ratings Methodology.....85
Ratings Overview................ 85
Weighting........... 86
Table: Weighting ................ 86
Indicators........... 87
Table: Indicators ................ 87
Country Snapshot: Japan Demographic Data......88
Section 1: Population.......... 88
Table: Demographic Indicators, 2005-2030........... 88
Table: Rural/Urban Breakdown, 2005-2030 .......... 89
Section 2: Education And Healthcare.... 89
Table: Education, 2002-2005 .............. 89
Table: Vital Statistics, 2005-2030........ 89
Section 3: Labour Market And Spending Power ..... 90
Table: Employment Indicators, 2001-2006............. 90
Table: Consumer Expenditure, 2000-2012 (US$) ... 90
Table: Average Annual Wages, 2000-2012............. 91
BMI Telecoms Industry Glossary .......92
Table: Telecommunications Glossary Of Terms ..... 92
BMI Telecommunications Forecasting & Sourcing ..............93
How We Generate Our Industry Forecasts .................. 93
Telecommunications Industry Forecast Table ........ 93
Key Indicators.... 93
Business Environment Ratings............. 93
Sources ................... 94