::: iPad for Softbank in Japan :::
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SoftBank overtook KDDI in operating profits May 8, 2010
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Softbank announced today (May 8, 2010) that it will offer the iPad in its stores: reservations will be accepted from Monday, May 10th, and sales will start on May 28th.
Business daily NIKKEI reports that these iPads will be SIM-locked and will not be available in DoCoMo's stores, nor will they function with DoCoMo's SIM cards. If that is true it will be surprising, because SIM-locked iPads seem to be contrary to Steve Jobs announcement at the iPad launch.
I recall public statements earlier this year, where DoCoMo's CEO was looking forward to sell SIM cards for use with iPads. This could still be possible for privately imported iPads, or maybe for iPads sold directly by Apple, although thats not clear to us at this stage. If its true that iPads in Japan will all be SIM-locked, that would be quite bad news for DoCoMo - and good news for SoftBank.
Beating out DoCoMo both on iPhone and now with the iPad has certainly helped to propel SoftBank's business - as our Figure below (from our JCOMM-Report) shows, SoftBank has now overtaken Japan's No. 2 operator in terms of operating profits.
Celebrate with us: our bestselling JCOMM-report with a comprehensive analysis of Japan's telecom sector is now in its 50th edition!
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::: SoftBank overtakes KDDI in operating income :::
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 This Figure from our JCOMM report shows that SoftBank recently from this year overtook KDDI in terms of operating income. SoftBank also projects to overtake KDDI in current FY2011.
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::: Galapagos-effect symposium :::
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Wednesday May 19, 2010 (EIJS Series, Embassy of Sweden, Tokyo, Japan):
Gerhard Fasol (speaker):
"The beauty of Japan's Galapagos effect - and how to go beyond".
Abstract: Japan has tremendous cultural impact on the world. However, even Japan's government officials now talk about the Galapagos effect: i-Mode, keitai, electronic money and Shinkansen are fantastic, but are largely confined to the islands of Japan. This talk will show why our world is a better place with even more of Japan's creativity - not less, and why some aspects of the Galapagos effect are welcome and create good opportunities. The speaker will include experience from working as the only non-Japanese on Japan's "post-Galapagos committee", and will show that for foreign companies working to enter and grow in Japan's markets it is better to understand the Galapagos effect and live and work WITH it, rather than against it.
Information and registration | Related presentation |
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::: Eurotechnology Japan newsletter schedule :::
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Newsletter schedule:
April 2010 issue:
"Japan's media revolution"
Based on Eurotechnology-Japan market research and presentations to top management of several of Europe's largest TV, newspaper and media corporations, and at the Global Media Forum BCWW2009 in Seoul, Korea.
May 2010 issue (planned - changes may occur):
"Electronic money and mobile payments"
Based on Eurotechnology-Japan market research and on presentations to executives of major US corporations in Japan at the American Chamber of Commerce (ACCJ), at MIT Enterprise Forum (Boston, MA), and other executive presentations.
Subscribe and download our monthly newsletters:
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Founded in 1996/1997 in Tokyo, Eurotechnology Japan KK focuses on telecommunications and environmental industries. We work on M&A and help foreign companies grow in Japan, we help Japanese companies globalize, and we have advised about 100 investment fund managers over the years on technology industries. Our founder Gerhard Fasol works with Japan's telecom industry since 1984.
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Sincerely,
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Your Eurotechnology-Japan Team
Eurotechnology Japan K. K. |
::: (c) 2010 Eurotechnology Japan KK. All Rights Reserved. :::
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