Japan - Major Operators - Overview and Statistics

Synopsis

Japan has been active in regulating its telecommunication industry to reduce the monopoly of NTT, and to introduce more effective competition. This has resulted in an increase to the number and size of competitors, reduced prices and facilitated the introduction of innovative telecoms applications. This report gives an overview of the operating environment within Japan, and describes the major players as they stand today. In addition to giving an overview of company history, the report reviews financial and operating data with ARPU figures and discusses current and future company strategies.

Key Developments:

Solid capital expenditure by all operators; trend towards increased smartphone usage; network dimensioning to cater for increased data usage; increasing uptake of IPTV services; strong FttX deployment accompanied by reduced pricing

Companies covered in this report include:

NTT; KDDI; Softbank; eAccess; eMobile J:COM; Sky Perfect; IIJ

Table of Contents

• 1. Synopsis
• 2. Operating environment
• 3. Major operators
• 4. NTT Corporation
  • 4.1 Company Overview
  • 4.2 Financial statistics
  • 4.3 Government intervention
  • 4.4 Business strategy
  • 4.5 International expansion
  • 4.6 NTT East and West broadband
    • 4.6.1 Broadband statistics
    • 4.6.2 ADSL
    • 4.6.3 FttH
    • 4.6.4 IPTV
• 5. NTT DoCoMo
  • 5.1 Company overview
  • 5.2 Financial statistics
  • 5.3 Capex allocation
  • 5.4 ARPU statistics
  • 5.5 Operational statistics
  • 5.6 LTE
  • 5.7 International investments
    • 5.7.1 TTSL - India
    • 5.7.2 PLDT - Philippines
    • 5.7.3 VMG Media - Vietnam
• 6. KDDI Corporation
  • 6.1 Company Overview
  • 6.2 Financial statistics
    • 6.2.1 Capex
  • 6.3 Operations statistics
    • 6.3.1 Mobile
    • 6.3.2 Fixed line operations
  • 6.4 Business strategy
• 7. Softbank Corporation
  • 7.1 Company overview
  • 7.2 Company background
  • 7.3 Financial statistics
  • 7.4 Operations statistics
• 8. Internet Initiative Japan (IIJ)
  • 8.1 Company overview and background
  • 8.2 Financial statistics
• 9. Jupiter Telecommunications (J:COM)
  • 9.1 Company overview
  • 9.2 Company background
  • 9.3 Financial statistics
  • 9.4 Operations statistics
• 10. eAccess
  • 10.1 Company Overview
  • 10.2 Company Background
    • 10.2.1 ACCA Networks
    • 10.2.2 eMobile
  • 10.3 Financial statistics
  • 10.4 Operations statistics
    • 10.4.1 Fixed-line statistics
    • 10.4.2 Mobile statistics
  • 10.5 Business strategies
• 11. Willcom (DDI Pocket)
• 12. SKY PerfecTV! Communications Inc (Sky Perfect JSAT)
• 13. Related reports

• Table 1 – Internet, broadband, IP telephony and telecoms statistics for Japan – 2005 - 2011
• Table 2 – NTT major shareholders – March 2010
• Table 3 – NTT financial data – 2000 - 2012
• Table 4 – NTT proportion of operating revenue by segment – 2001 - 2011
• Table 5 – NTT forecast consolidated revenue composition – 2008 - 2013
• Table 6 – NTT subscribers by service – June 2011
• Table 7 – NTT Broadband subscribers and market share by segment – 2004 - 2012
• Table 5 – NTT optical video service subscribers – 2009 - 2012
• Table 8 – NTT DoCoMo major shareholders – March 2011
• Table 9 – NTT DoCoMo revenue, net income, capex and EBITDA – 2005 - 2012
• Table 10 – NTT DoCoMo CAPEX breakdown – 2007 - 2012
• Table 11 – NTT DoCoMo subscribers – March 2011
• Table 12 – NTT DoCoMo ARPU, MOU and Churn – 2004 - 2012
• Table 13 – NTT DoCoMo aggregate ARPU, mova and FOMA – 2005 - 2011
• Table 14 – NTT DoCoMo’s subscribers by technology and ARPU – 2002 - 2012
• Table 15 – NTT DoCoMo ID payment terminals and DCMX members – 2007 - 2011
• Table 16 – NTT DoCoMo infrastructure deployments: technology and speed – 2006 - 2011
• Table 17 – KDDI financial data – 2001 - 2012
• Table 18 – KDDI proportion of revenue by segment – 2001 - 2012
• Table 19 – KDDI total capital expenditure on mobile and fixed line – 2005 - 2012
• Table 20 – au subscribers by technology and market share – 1997 – 2012
• Table 21 – KDDI au ARPU, MOU and churn – 2001 – 2012
• Table 22 – TU-KA subscribers and market share – 1997 – 2009
• Table 23 – ADSL and FttH subscribers – 2005 – 2012
• Table 24 – Fixed access lines – 2008 – 2012
• Table 25 – Softbank major shareholders – March 2011
• Table 26 – Softbank distribution of ownership among shareholders – March 2011
• Table 27 – Softbank financial data – 1995 – 2011
• Table 28 – Softbank proportion of revenue by segment – 2006 – 2011
• Table 29 – Softbank mobile ARPU and churn – 2004 - 2011
• Table 30 – Softbank operational data – thousands of subscribers – 2006 - 2011
• Table 31 – Softbank market share by service – March 2011
• Table 32 – IIJ revenue and net income – 2006 - 2011
• Table 33 – J:COM financial data – 2003 - 2010
• Table 34 – J-COM subscribers by service and monthly ARPU – 2000 - 2011
• Table 35 – J-COM households by service bundling – 2003 - 2010
• Table 36 – eAccess stakeholders – September 2010
• Table 37 – eAccess financial data – 2004 – 2012
• Table 38 – eAccess subscribers, ARPU, churn and acquisition cost – 2008 – 2012
• Table 39 – eMobile subscribers, ARPU, churn and acquisition cost – 2007 - 2011
• Table 40 – SKY Perfect JSAT Corporation individual subscribers – 1996 - 2010

• Chart 1 – NTT Group revenue, capex, ARPU – 2003 - 2012
• Chart 2 – KDDI revenue, capex, ARPU – 2004 - 2011
• Chart 3 – Softbank revenue, capex, ARPU – 2005 – 2011

• Exhibit 1 – Significant telecoms operators in Japan
• Exhibit 2 – NTT Group structure – March 2010
• Exhibit 3 – NTT DoCoMo investment in international operators – March 2011
• Exhibit 4 – Softbank operations