Nice article you wrote !
It underlines many interesting points, and I like very much the conclusion
/"Learning from Japan makes sense as there are basically no differences
end user cultures in Japan and other countries, but many differences
between management cultures."
I have been fighting to have people understand how cultural differences
not be used as an excuse /not to analyse/ the fundamentals of the
Japanese (or other) successes.
Sadly, the "Not Invented Here" sybdrom is still prevalent in many cases...
I would like to comment on one point : the content market evaluation you
to content sales and do not include data traffic (the famous "data ARPU").
Actually, most users do not have a clear understanding that they are
paying additional data charges.
- Data traffic (100% pocketed by carriers) generated about $10 billion
for DoCoMo and
~$3 billion each for KDDI and Vodafone in fiscal year 2003. All this
data traffic is pocketed by Carriers.
Thus, the total content market including "transport" is in fact over
2(content)+(10+3+3) = $18 billion.
It is likely that about 1/3 to 1/2 of it is related to mobile music.
- Especially, carriers (and analysts) often compare "data ARPU share",
which is typically in the 10~20% range in Europe.
But while European cellcos get almost all their money from SMS (over 80%
for a service with more than 80% profit margin...),
messaging in Japan is now a very low part of the data revenues (as one
game DL can generate 200 times
the packet revenues of an e-mail).
This is a point that is almost never analyzed, but which actually shows
between the Japanese market and others.
Last, I have been working with the consulting company
Vectis International to put together a report on mobile music best
Tentative title is : "Mobile Music in Japan & Korea - Best Practices
for Ring Tones,
Ringback Tones Services and MP3 Phones from the World's Most Advanced
This ~200 pages report should be on sale sometime in December (due to
If anybody is interested in getting more information or pre-booking
(the report will probably retail in the $2000~3000 range) please contact
BTW, will you be in Tokyo in December ?
I will visit from Seoul for 2-3 weeks before flying to some warm place
Jan Michael Hess wrote:
>I would like to share with you my latest mobiliser article.
>It's very fresh info on the 3G market in Japan and the
>leading mobile music segment.
[ excessive quoting removed by moderator ]
Received on Thu Nov 25 07:04:34 2004