Friday, April 17, 2009

"Mobile Internet Device will replace Cell Phone! Do you agree?" [from a LinkedIn discussion]

[My answer to a recent LinkedIn discussion group question: "Mobile Internet Device will replace Cell Phone!"]

This is too narrow a view.

I would say: today's state of the art cell phones already include the role of internet device + many other functions, mobile internet devices cannot do.

1. For several years practically all Japanese cell phones have been "mobile internet devices" + camera + barcode reader + digital & analog TV + GPS navigator + movie camera + wallet + cash + train ticket + appartement key + comic book + e-book reader + alarm clock + etc. read the details in our reports:

http://www.eurotechnology.com/store/

2. have you read Karl Popper? - he is a philosopher. He says it makes no sense to discuss terminology. He would object to this discussion topic - because he would say that this is just mincing definitions and has no substance.

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Wednesday, February 18, 2009

Top 10 mobile trends for 2009

Answering the question "Top 10 mobile trends for 2009: what would you choose?" We answer from our perspective here in Tokyo:

  1. Mobile payments and wallet phones
    see our mobile payment report

  2. GPS and location based services (LBS) such as navigation and mapping
    see our location based services (LBS) report

  3. Mobile search including location related search

  4. QR codes and other 2D bar codes for information input into mobile phones
    see our location based services (LBS) report

  5. Ultra low cost mobile phones for low end not only in emerging markets but also in advanced countries in economic crisis times

  6. Subsidized $1 mini-laptops with flat rate HSDPA (7.2Mbps) data plans

  7. WiMax networks come into commercial service

  8. Embedded B2B applications

  9. Beautiful OLED ultra-high resolution screens (bigger than iPhone displays)

  10. Mobile agent services

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Monday, April 23, 2007

Nanaco - e-cash and m-cash for Seven-Eleven

This week two of Japan's largest retail chains roll out electronic and mobile cash: Monday April 23rd the Seven & I Holdings Group started "nanaco" and tomorrow, Friday April 27th, 2007, the AEON retail group will start "WAON".

At first sight the massive roll-out of electronic cash and mobile payments systems during March and April this year here in Japan has been smooth and without problems (except for PASMO underestimating the success and running out of cards). However, when we look below the surface, clouds of a competitive storm are brewing. This storm might be followed by consolidation. Here are some examples:

PASMO cards were sold out within the first three weeks, and PASMO is now losing market share (and commission payments) to SUICA day-by-day - PASMO became a victim of it's own success.

7-11's "nanaco" offers twice as much discount as AEON Group's "WAON". Clearly "nanaco" is on a more aggressive course than "WAON". We expect competition to heat up.






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Tuesday, March 06, 2007

Mobile payment and the future of money

CLSA - Asia-Pacific Markets - last week organized the "CLSA Japan Forum" here in Tokyo. About 800-1000 investment bankers, portfolio managers, investors, analysts came together. Since last year interest of global investors in Japan has increased a lot.

Eurotechnology Japan KK participated actively, and on Friday March 2, 2007, gave a presentation on:

"Impact of mobile payment and the future of money"

The presentation covers the following agenda:
- Can e-money and mobile payment replace cash?
- Example: mobile payment for the world's busiest train line
- DoCoMo's target for mobile payments
- Japan's mobile payment and keitai credit landscape
- Free markets vs regulation
- Mifare and Felica chips and radio communications (NFC)
- Who drives mobile payments
- Growth of SUICA
- DoCoMo's mobile payment and keitai credit strategy
- Edy - electronic cash
- A major bank's mobile payment system
- Impact
- Where to invest - who to watch
- Summary

"Impact of mobile payment and the future of money" (download here)

"Mobile payment and keitai credit (download here)


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