スライド 1

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					  DoCoMo’s 3G Deployment
              and
Actions for Sustainable Growth

          Masaki Yoshikawa
            Managing Director,
     Global Coordination Department
            NTT DoCoMo, Inc.
           November 23, 2005          1
 Overview of Japan’s Cellular Phone Market

    Japan’s Cellular Phone Market                                           Market Share
  Market Total
  Number of DoCoMo Subscribers
                                                 89,127                          4.0%
                                        86,998
(thousands)                    81,921
                  75,944
         69,349

61,136
                                                                             16.8%
                                       48,825 49,90
                      44,149    46,328          4
           41,011
  36,219
                                                                                              56.0%
                                                                        23.2%




                                                                                        (As of September 2005)
3/2001   3/2002     3/2003   3/2004     3/2005 9/2005
                                                          *Source: Telecommunications Carriers Association (TCA)
                                                                                                                   1
Characteristics of Japan’s Cellular Phone Market (1)

1. Adoption of PDC, a proprietary technology, for 2G


2. High penetration rate of mobile internet service


3. Wide spread of handsets with various functionalities
   (e.g. camera, FeliCa, GPS, etc.)


4. Extremely small percentage of prepaid users


5. Rapid deployment & growth of 3G services
   (W-CDMA vs. CDMA 1X)
                                                          2
Characteristics of Japan’s Cellular Phone Market (2)
 【Market
 】                            Subscribers (million)
                                                      Subscription Rate
                                                             (%)

      Total Subscribers               89.1                   -
        Mobile Internet               77.2                  87%
       Camera-phones                  70.4                  79%
   3G (W-CDMA, CDMA2000
                                      38.1                  43%
            1x)
                                                          As of September, 2005
           Prepaid                    2.7※                  3%   ※
                                                         ※As of Dec, 2004
 【DoCoMo
 】                            Subscribers (million)
                                                      Subscription Rate
                                                             (%)

      Total Subscribers               49.9                   -
   Mobile Internet (i-mode)           45.1                  90%
       Camera-phones                  39.1                  78%
        3G (FOMA)                     16.8                  34%
           Prepaid                    0.06                 0.12%
                                                        As of September, 2005     3
Growth of 3G Users in Japan (W-CDMA & CDMA2000 1x)
(subs.)
                                                  (September 2005)
20,000,000
              Operator    Network      Launch    Subscribers
              DoCoMo                   2001/10    16,770,100
                          W-CDMA
              Vodafone                 2002/12      1,753,600
16,000,000
                au       CDMA2000 1X   2002/04    19,547,400



12,000,000




 8,000,000




 4,000,000




          0
     【month】5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9
           4
            (2002)                   (2003)                     (2004)                     (2005)        4
 Key Drivers for 3G Success




         Network



Handsets          Services

                              5
                              Network and Handsets

      ① Outdoor Network Coverage                                   ② Handset Standby Time

100                                   99                 600
                                                                                                  ●D900i
                                                      Long
                                           2004.2
                        91                               500                                 ●P900i
                                             900i                                            ●F900i
80
                                            series
                                                                                             ●N900i
                                           Launch
                                                         400

60             60
                              2003.2                                                    ●F2102V
                                2051                     300
                               series                                                   ●N2102V
                              Launch                                                ●P2051
40
                                                         200                        ●F2051

               2001.1
20    22         0                                       100
                                                                  ●N2001
               FOMA
                                                                  ●P2101V
               Launc                                  Short
 0               h                                            0
               2002.3        2003.3          2004.3                        2002.3       2003.3        2004.3
      2005.3                                                      2005.3
                                                                                                               6
                           FOMA Handset Evolution
                                                Before 900i series                After 900i series

         Model Name                       2051 series       2102V series      900i series         902i series
                                              N2051               N2102V         N900i               N902i


          Main Model



            Release                         2003.1~           2003.6~          2004.2~             2005.11~
                Effective Pixels            0.1~0.3                            1.2~2.0
                                                            0.3 Mega pixel                       2.0 Mega pixel
                  for Camera               Mega pixel                         Mega pixel

                  Videophone                    ×                                 ○

                     i-appli
Function                                              MAX 230KB                          MAX 500KB
                    File Size
                    Bar Code
                                                ×                  ×                         ○
                     Reader
                 i-mode FeliCa
                                                ×                  ×         △ only 2model             ○
                 (Wallet Function)
※”FeliCa” is a registered trademark of SONY Corporation                                                           7
          FOMA Basic Service ~i-mode~
                                                                Decorate i-mode mail with colored

i-mode mail      Sites browsing                  Deco-mail      backgrounds and text, images, and
                                                                music




                                  Decoration
                Java
              application


       i-appli DX
                                               i-motion mail   Send original movie clips




                                                                                                    8
                           FOMA Other Basic Services
                      Video Conference                             International Videophone




                                                     Head Office
Customer




                             Visual
                              Net
Outdoor Site




                                                     Branch
                                                                   Japan                         Overseas



                                                                                                 12
                                                                           Video Call
                                                                                              Countries
                            V Live
                                                                                         UK          South Korea
                   Live Streaming Service
                                                                                         Italy        Hong Kong
               camera                               FOMA
                                                                                        Spain          Taiwan

                                 V-live                                                 Portugal      Singapore
                                 Server
                         ISDN             DoCoMo                                        France         Australia
                 PC     IP-VPN            Network
                                                                                        Germany
                         FOMA
                                                                                        Austria     (As of October,2005)
                          DoCoMo Platform                                                                                  9
                 FOMA and mova ARPU
         (Yen)
                                              [ 05/7-9 (2Q) ]
     12,000



     10,000
                   \9,050

      8,000
                    34%
                                  \6,140
      6,000
                                  22%

      4,000

                    66%
                                      78%
      2,000



         0
                    FOMA           mova

Packet ARPU         3,080             1,330
Voice ARPU          5,970             4,810
                                                                10
             Evolution of Cellular Services
              Challenge: expansion from traditional
       “Telecom Business Model” to “New Business Model”


                                             Useful for every aspect of
Telecommunications                              daily business/life
                                                  Lifestyle infrastructure
 Telecom infrastructure
                                                   Credit card Commuter pass
                       Web      Videophone
Voice call    Mail   browsing
                                                                             Wallet

                                   Poc
                                                Music/Broadcast   Safety &
                                                                  Security




                                                                                      11
      i-mode FeliCa ~New Business Horizon~

                                                    TRANS-                                  TICKET
                                                  PORTATION




                                  ONLINE                                                               FINANCE
                                 SHOPPING




                                                            User base of i-mode FeliCa handsets:

                                                                   6.5 million
                                                                   (As of Sept. 30, 2005)

                                      SHOPPING                                                     MEMBER’S
                                                                                                     CARD


◆ The list of service providers include those planning to start
  service in the future.
◆ “Edy” is a brand of prepaid e-money managed by bitWallet, Inc.         KEY/ID
◆ “Suica” is a registered trademark of East Japan Railway
 Company.
※The logos of each service provider are presented in Japanese
 syllabary order of the company name.
                                                                                                                 12
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