Table of Contents

• 1. Executive Summary
  
  
• 2. Camera phones: distruptive innovation for photography
  The innovator's dilemma
  Disruptive innovation, disruptive technologies
  Consequences
  Video
• 3. Camera phones - An overview
  What are camera phones?
  Short J-Phone shamail history
  
  
• 4A. User numbers and statistics, estimated carrier sales
  Sha-mail, foto-mail and i-shot usage
  Camera phone numbers for Japan's carriers (data for 2001-Dec 2003
  DoCoMo's i-shot as the fourth mover
  About 60% of cell phones are camera phones in Japan (total number and number by carrier, data for 2001-Dec 2003)
  How many pictures do subscribers send?
  How much money do carriers make? (estimated income of DoCoMo from transmission fees for images per month)
  
  
• 4B. Camera phone handset market in Japan
  Camera handsets
  Japan's market for mobile phones with camera: market size, and estimation until 2004
  Market shares of camera phone market in Japan for individual camera phone manufacturers (for 2001 and 2002)
  
  Mobile internet and camera handsets - trends towards the "sweet spot"
  
  Trends of mobile phones in Japan: weight and volume data and analysis for the period 1990-2006 for 2G and 3G phones
  
  Trends of battery standby time in Japan: 1990-2006 for 2G and 3G phones, data and analysis
  JAVA
  Typical camera phone characteristics: high-end compared to a typical low-end camera phone (data January 2004)
  
  DoCoMo's 505i series characteristics: F505i, D505i, N505i, SO505i, SH505i, P505i (start of 505i series: June 2003
  
  DoCoMo's 505iS series characteristics: F505iGPS, D505iS, N505iS, SO505iS, SH505iS, P505iS (start of 505iS series: Dec 2003
  
  DoCoMo's FOMA 900 series characteristics: D900i, F900i, N900i, P900i, SH900i (start of FOMA 900i series: planned for Feb 2004
  
  
• 5A. Description of 3G Infobar Movie camera phone
  Description and key characteristics
  Photographs of the phone
  The KDDI/AU design project
  Sample picture taken by the phone
  
  
• 5B. Description of F505i camera phone
  Description and key characteristics
  Photographs of the phone
  Sample picture taken by the phone
  
  
• 5C. Description of P505iS camera phone
  Description and key characteristics
  Photographs of the phone
  
  
• 5D. Description of N504iS camera phone
  Description and key characteristics
  Photographs of the phone
  Sample picture taken by the phone
  
  
• 5E. Description of P2102 FOMA 3G video camera phone
  Description and key characteristics
  Photographs of the phone
  Sample picture taken by the phone
  
  
• 5F. Selected other camera phones in Japan and sample photographs
  The J-Phone J-D05 by Matsushita
  Selected images by J-Phone sha-mail phones
  Selected images by DoCoMo i-shot phones
  Selected images by AU/KDDI phones
  Images by TuKa T21 phone
  
  
• 6. Picture Mail and GPS Demonstration
  Picture mail and GPS: description, analysis
  EXAMPLE: Demonstration of Picture mail & GPS by AU/KDDI (model 5302CA)
  EXAMPLE: KDDI/AU Infobar (Nishikigoi version)
  
  
• 7. Movie mail
  Video/movie mail description
  Screen images: J-Phone/SANYO Phone J-SA51
  Overview of different mobile video systems in use in Japan
  Nancy image compression format: characteristics and analysis
  
  
• 8. Technical aspects, description, trends, limitations and future scope Technical aspects
  Trends and future
  Limitations
  
  
• 9. Cameras enable data input to mobile phones via 2D barcode (QR code)
  2D barcode (QR code)
  Example: payment at a store with 2D barcode coupon
  2D barcodes (Q codes) and camera phones
  
  
• 10. The camera phone industry structure and segmentation
  Industry structure and segmentation
  Services and opportunities
  Example: sending images between networks - KDDI's team factory service
  Shamail websites and business opportunities
  J-Phones "@shamail album "
  Example: Waku-Waku iPrint Service
  Example: Photo-Album storage & printing
  
  
• 11. Printers
  Printers for individual use
  
  
• 12. Photo finishing stations
  Images and examples of fee operated public photofinishing stations
  
  
• 13. Camera phones: global expansion and trends
  
  
• 14. Competitive environment in Japan - the Carrier perspective: DoCoMo, AU/KDDI, J-Phone/Vodafone
  Lively competition created the world's most advanced mobile communication landscape in Japan - schematic view of Japan's telecommunication carrier industry (updated Oct 2003)
  Four groups of companies compete for 65 million wireless internet users in Japan
  Three groups compete in Japan's mobile phone market: NTT-DoCoMo, KDDI (AU), and J-Phone: mobile phone subscriber numbers for individual carriers (data: 1998 - 2003)
  Market shares (1998 - 2004)
  Mobile internet subscriber numbers (imode, Jsky, EZweb, H, period 1999-2004)
  Brief description of carriers
  Comments
  Historic development
  
  
• 15. Some characteristic differences between mobile communications industry in the "GSM-world" compared to Japan
  characteristic differences (table)
  Churn (prepaid, subscription) period: 1996-2001
  ARPU: comparing DoCoMo and Vodafone Germany
  DoCoMo's churn compared to competitors Vodafone (Japan) and KDDI/AU, and global Vodafone (data for 1996-2003)
  ARPU for different European countries (both prepay and subscription shown) compared with Japan's ARPU (only subscription shown)
  ARPU 1999-2003 (total ARPU and data ARPU for DoCoMo and competitors)
  Japan versus GSM world and what it means for Camera phones
  Japan versus GSM world - trends (tables)
  
  
• 16. Summary