Beyond Hiroyasu Asami - Connecting dreams, for a richer future with 5G
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beyond
Connecting dreams, for a richer future with 5G
February 1, 2018
Hiroyasu Asami
Senior Executive Vice-President
NTT DOCOMO, Inc.
Topics Today
1. About NTT DOCOMO
2. Mid-term Strategy of DOCOMO
3. Endeavors Toward 5G/2020
©2018 NTT DOCOMO, INC. All rights reserved. 1
About NTT DOCOMO ©2018 NTT DOCOMO, INC. All rights reserved. 2
Positioning Within NTT Group
Earns 40% of operating revenue,
60% of operating income of the entire group (approx.)
・ Operating revenue*: ¥11 trillion 391 billion
・ Operating profit*: ¥1 trillion 539.8 billion
・ No. of employees: 274,844
・ No. of subsidiaries*: 944
*Figures on consolidated basis
100％ 100％ 66.65％ 54.19％
Other
group
companies
Others
Long distance, Mobile
Local Data Real estate
international telecommunications Finance
telecommunications telcommunications communication
Construction
Power
◆ As of March 31, 2017
©2018 NTT DOCOMO, INC. All rights reserved. 3
Market Share of Subscribers
No. 1 share of subscribers in Japan
Softbank
39.31 million
24.2%
74.88 million
46.0%
KDDI（au）
48.54 million
29.8%
◆ As of March 31, 2017.
Compiled by DOCOMO based in published figures by Telecommunications Carriers Association, Inc.
◆ Softback figure includes subscriptions of Y Mobile (excl. PHS)
©2018 NTT DOCOMO, INC. All rights reserved. 4
Trend of No. of Subscribers
Smartphone
Feature phone era era
(millions)
7,000
70
6,000
60
5,000
50
4,000
40
3,000
30 3G
2,000
20 2G
1,000
10 1G 4G
0
93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16
(Fiscal year)
©2018 NTT DOCOMO, INC. All rights reserved. 5
Transformation of DOCOMO Profit Structure
Revenue from non-telecom business has increased
Operating revenue
（¥ trillion）
5 Feature phone era Smartphone era
Revenue from
4
Smart life domain
3
Packet revenue
2
Voice revenue
1
0
96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16
※ ‘Revenue from Smart Life domain’ prior to FY2012 is retroactive figure aggregated from revenue in the current segment, and for reference purposes only.
（FY）
※ Excluding revenue from handset sales
©2018 NTT DOCOMO, INC. All rights reserved. 6
Outline of NTT DOCOMO
Inauguration: July 1, 1992 (This year is our 25th Anniversary)
Stock listed in: Tokyo Stock Exchange, New York Stock Exchange
Group employees: 26,734 (as of March 31, 2017)
Major businesses:
F/Y2016
Major services Operating revenue
（percentage of total）
◆ Mobile phone service ¥3 trillion
Telecomm ◆ Fiber optic broadband service
◆ International service 711.2 billion
business
◆ Handset sales, and others （81％*）
◆ Contents commerce service
Smart Life domain （e.g. Video, sports live delivery)
◆ Financial/payment service
◆ Life style services (e.g. health support service) ¥902.3 billion
Smart life business
Other businesses ◆ Enterprise solutions (IoT, etc.) （19%*）
◆ Security/comfort service
(e.g. Handset replacement service）
＊ Percentage of telecom and smart life domain operating revenues was calculated after cancelling the inter-segment transactions 7
©2018 NTT DOCOMO, INC. All rights reserved.
Revenue Trend of Mobile Carriers
Responding to the changing environment
ahead of global carriers
※
World
05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 （F/Y）
Forecast
Smart Life
DOCOMO
Data
Ahead of the world！ Voice
00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16
※ Source: GSMA
©2018 NTT DOCOMO, INC. All rights reserved. 8
Mid-term Strategy of DOCOMO
9
©2018 NTT DOCOMO, INC. All rights reserved.Medium-Term Strategy 2020
©2018 NTT DOCOMO, INC. All rights reserved. 10Concept of Medium-Term Strategy
©2018 NTT DOCOMO, INC. All rights reserved. 116 Declarations ©2018 NTT DOCOMO, INC. All rights reserved. 12
Initiatives
Bring ever-improving value to customers and society
through co-creation with partners
More affordable
Partners ＝ More fun
More convenient
©2018 NTT DOCOMO, INC. All rights reserved. 13Diversifying DOCOMO Businesses
Initiatives
Normal engagement B2B2C/G/E and others
B2C Leverage customer base!
Mobile function
B C B B C
DOCOMO Customers DOCOMO Businesses Customers
（ｄAccount）
B2B
Mobile function Leveraging technology
and know-how!
B B
DOCOMO Corporations
B B C
Businesses Customers
DOCOMO
Local gov’t Residents
・ ・
©2018 NTT DOCOMO, INC. All rights reserved. 14Partners
Continuing to expand in a wide range of business domains
東京慈恵会医科大学
Medicine, Agriculture,
health fishery
古河市
IoT Education
気象庁
Trans-
portation
Retail
天龍村
大町市
©2018 NTT DOCOMO, INC. All rights reserved. 15Progress of
No. of partners steadily increasing
321 Announced August 30, 2017
Matsumoto Kiyoshi
(drug store chain)
Announced July 19, 2017
164 Announced on September 27, 2017
Fukuoka Financial Group
'16.2Q
’16 Q2 3Q
Q3 4Q
Q4 ’17 Q1 Q2
◆ +d partners: Number of partners who co-created new values though adding strength of DOCOMO’s business assets.
©2018 NTT DOCOMO, INC. All rights reserved. 16Understanding the Competitive Environment
Customer
Contents domain base
Competition within
EC industry
●Started from different genres
？
●Similar customer base
Mobile domain
Competition within New ecosystem
mobile industry
（Make them ‘members’）
Subscription
base ©2017 NTT DOCOMO, INC. All rights reserved. 17Customer Management from Members
Customer base Customer base
shrinking growing
（quality goes down）
Mobile service
contract
（quality goes up）
Cancellation of Sign up with DOCOMO hikari
mobile service contract
Mobile service cotract
ｄMarket ＋
Mobile service contract
DOCOMO Hikari
（Monthly ＋
billing） DOCOMO Hikari
ｄPOINT Card
＋
registered
ｄMarket
～ ～ ～ ～
Shallower Deeper
Less information More
registered information
Turn them Turn them Turn them Turn them Turn them
into into into into into registered
members members members members members
18Diversity and Unity
Diversification
Services
・・・・
ｄACCOUNT Common
Unity added values
ｄPOINT
Different added values
©2017 NTT DOCOMO, INC. All rights reserved. 19Transformation of Business Base
Shift the customer base of subscription gained in mobile
business to membership base for further expansion
Expand
Mobile customer Future
business base business base
(Subscribers) (Shift to
membership) (Members)
Leveraged
by Virtuous Leveraged
other
Providing to
companies cycle by ourselvesDOCOMO
Leveraging by
and
partners through +d group companies
Making it in their services
more visible/
transparent
Accumulating customer info
©2017 NTT DOCOMO, INC. All rights reserved. 20Positioning of the Next 3 Years (2018 – 20)
These 3 years we are to achieve transformation toward 2020’s!
up to FY 2017 FY 2018 FY 2019 FY 2020 2021 and beyond
Declaration Making/executing Medium Term Plan
Creating new
1 Market leader
industries
with 5G
Declaration
2 Style innovation
3 Peace of mind
Comfort support Declaration Beyond:
4 Industry creation Steady implemetation Connecting dreams,
for a richer future
5 Solution cocreation with 5G
6 Partner business
expansion
Transformation of
business base
顧 ●Providing new AI agent
customer base
Transforming
Promote usage
客 ●Full-scale deployment of DMP base
基
盤 Expand volume
●Shift from ‘subscriber’ to ‘member’ New ecosystem for
●＋ｄ (open up d POINT)
の
変 ●Providing ｄmarket
developing business
Improve quality
革 ●Reinforce billing/payment business
©2018 NTT DOCOMO, INC. All rights reserved. 21Endeavors Toward 5G/2020
©2018 NTT DOCOMO, INC. All rights reserved. 22Advancing Network
2014 2015 2016 2017 2020
Further evolution toward
realization of 5G
Next stage evolution to speed and comfort. ～1Gbps
Advancing
further
788Mbps
256 QAM
4×4 MIMO
682Mbps
256 QAM
4×4 MIMO
500Mbps
370Mbps 256QAM
300Mbps 375Mbps 3.5GHz band
225Mbps TDD+FDD
PREMIUM 4G FDD
launched
©2018 NTT DOCOMO, INC. All rights reserved. 23The World 5G Seeks To Achieve…
High speed, ●Peak rate: Max. 20 Gbps
large capacity x 20 times faster
AR/VR
Smart city/smart home
4K/8K
streaming
Autonomous driving
5G Stadium solutions
Massive
Low latency device
● Transmission latency
connectivity
●Simultaneous
in radio section: connections
1ms or under x 10 times
Remote medicine Agriculture ICT
©2018 NTT DOCOMO, INC. All rights reserved. 24Contribute to Social/Industrial Development with5G
Lead the world through telecom infrastructure innnovation
Next-generation
Transport
Robot
Tourism
Entertainment
Mobility Smart
Remote city
medicine Media
Security
5G
High-speed, Low Massive
large capacity latency
©2017 NTT DOCOMO, device connectivity
INC. All rights reserved. 25Well-Balanced Evolution
Era 2G 3G 4G
ＮＷ PDC FOMA Xi/LTE
Higher speed Higher speed
Feature phone Feature phone
Device (i-mode) (i-mode) Smartphone
Higher definition Larger screen
Contents Characters Photo Video
(services) Graphics Short video
Larger volume Larger volume
©2018 NTT DOCOMO, INC. All rights reserved. 26Different Environment Between 4G and 5G
Era 4G 5G
For the mass For corporations
ＮＷ Xi/LTE 5G 5G
・High speed/large capacity
・Low latency
・Massive simultaneous （
？
connectivity
Pioneering use cases
Device Smartphone
5G
trial sites
Contents
（Services） Video ？
）
©2018 NTT DOCOMO, INC. All rights reserved. 27Dawn of the 5G Era
5G trial sites started started on May 22！
Co-create services of “5G Era” with partners
Creation of added values with
©2018 NTT DOCOMO, INC. All rights reserved. 28Sample Project Illustrated
New experiential contents
Geo-Sta: Enjoy athletes’ synthesized and projected videos with AR
on georama
JidorAR (SelfieAR): Video of self shot by 3D scanner can perform with
stars on smartphones
©2018 NTT DOCOMO, INC. All rights reserved. 29Sample Project Illustrated
Used in security service
4K image HD image
Video on security camera
Video monitoring with 4K high-def video enables detection of
events that were formerly undetectable
Prevention of incidents/accidents are highly anticipated
with enhanced detection capability for anomalies
©2018 NTT DOCOMO, INC. All rights reserved. 30Sample Project Illutrated
Online VR Games
Multi-player VR
VR viewing with multiple persons
Real-time online VR games, multi-player VR, and game viewing with
multiple people is also possible
In December 2017, experiential version of ‘Sword Art Online VR
Game’ is planned for release
©2018 NTT DOCOMO, INC. All rights reserved. 31Sample Project Illustrated
Remote control with wearable robot
5G
Network
Wearable controller Remote-controlled robot
Using a wearable device, freely control the robot hand in remote locations
Leveraging low latency feature of 5G, operation or service requiring safety and
precision will be available
©2018 NTT DOCOMO, INC. All rights reserved. 32Sample Project Illustrated
ICT Construction site (remotely controlled)
5G
Network
Remote monitoring/control site Actual construction site
Detailed grasp of site through transmission of high-definition video
Precise remote control by skilled operator
Heavy vehicle or equipment can be deployed by itself at dangerous sites
such as disaster-stricken areas, nuclear power plants, or mines
©2018 NTT DOCOMO, INC. All rights reserved. 33Tokyo Olympic Games
1964 2020
（39th Year of Showa） （32nd Year of Heisei）
Emblem
Olympic Paralympics Olympics Paralympics
October 10 (Sat) November 8 (Sun) July 24 (Fri) August 25 (Tue)
Period ～ ～ ～ ～
October 24 (Sat) November 12 (Thu) August 9 (Sun) September 6 (Sun)
©2018 NTT DOCOMO, INC. All rights reserved. 341964 Tokyo Olympic Games
Shinkansen: Started commercial operation Opening of Shuto Expressway,
on October 1, 1964 Meishin Expressway
Tokyo Monorail: Started commercial operation
on September 17, 1964
©2018 NTT DOCOMO, INC. All rights reserved. 35Core Concepts of Tokyo Olympic Games 2020
● Through flawless preparation and execution, the Tokyo 2020 Games aim to
deliver an event where every athlete can realise their best performance and
Achieving achieve their personal best.
● The world's best technologies will be adopted in developing competition
Personal Best venues and in operating the Games.
● All Japanese citizens, including Olympic and Paralympic volunteers, will
employ their utmost resourcefulness as hosts to welcome visitors from
around the world with the best Japanese omotenashi, or hospitality.
● Accepting and respecting differences in race, colour, gender, sexual
Unity orientation, language, religion, political or other opinion, national or
in social origin, property, birth, level of ability or other status allows peace
to be maintained and society to continue to develop and flourish.
Diversity ● The Tokyo 2020 Games will foster a welcoming environment and raise
awareness of unity in diversity among citizens of the world.
● The Tokyo 1964 Games completely transformed Japan, enhanced
Connecting Japanese people's awareness of the outside world and helped
to bring about rapid growth of Japan's economy.
● The 2020 Games will enable Japan, now a mature economy, to promote
Tomorrow future changes throughout the world, and leave a positive legacy for
future generations.
©2018 NTT DOCOMO, INC. All rights reserved. 36Positioning of 5G in 2020
Athletes, spectators Olympic village
Media, journalists Security, volunteers
Visiting foreign guests
©2018 NTT DOCOMO, INC. All rights reserved. 375G Launching Schedule
2017 2018 2019 2020
July - August
February Sept. – Nov.
August - Sep
Winter Olympic Games Rugby World Cup Summer
Major （PyeonChang） （Tokyo） Olympic Games
（Tokyo）
events
Now
5G Standardization Pre-commercial Commercial
Development launch? launch
related
events
©2018 NTT DOCOMO, INC. All rights reserved. 38Everyone’s Medal Project
Made from urban mines!
Everyone’s Medal
Project Official program
Sustainability
Recycling (April – June, 2017)
Since the start of the project, here is the amount of recycled used small appliances (up to 6/30/2017):
●Municipalities nationwide participated in recycling (small appliances incl. cell phone)：251 tons
●Recycled by NTT DOCOMO (mobile phones collected) ：740,000 (approximately)
Spirit from all To the medalists of Tokyo 2020 Resources are used more wisely
Mobile phones, PC’s, and Medals are produced from Toward more sustainable society
small appliances collected nationwide recycled metals from appliances where resources are used wisely
©2018 NTT DOCOMO, INC. All rights reserved. 39‘1000 Days To the Tokyo Olympics’ Event
YOYOGI CANDLE 2020
New experiential projection mapping using 5G
10/28/2017 (Sat) / 11/29/2017 (Wed)
©2018 NTT DOCOMO, INC. All rights reserved. 40The new of today, the norm of tomorrow
* Names of companies, products, services, and logo and brand are registered trademarks or trademark of NTT DOCOMO, Inc. or relevant companies.
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