49 p NTT KDDI 幁
50 p p USIM NTT KDDI 2 2,700 2,700 2,700 2 2,700 3,000 3,000 4,200 4,200 5,400 2,400
51 p p p 29 5,8p
52
53 199 275 198 252 275 327 480 657 517 620 468 482 199 474 672 924 1,200 1,527 2,007 2,665 3,181 3,801 4,270 4752 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 0 100 200 300 400 500 600 700 200620072008200920102011201220132014201520162017 p
54
55 p 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 30,82527,54425,75431,608 58,00174,568 82,619 117,455 161,852 237,193 412,940 591,593 549,697 2015 2016 2017 2018
56
57 p p
58 p
59
60 50,000 NTT 40,000 43,813 41,677 40,907 41,106 42,752 30,000 38,273 36,546 36,898 37,112 38,984 20,000 10,000 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 40,000 30,000 20,000 27,192 26,501 25,907 KDDI 27,996 28,380 33,679 33,306 35,033 36,330 38,996 10,000 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 40,000 30,000 20,000 10,000 0 15,629 17,014 19,446 21,449 23,456 31,655 30,194 31,447 31,938 32,298 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 NTT 2012 2013 KDDI 2010 2011 2013 2014
61 10,000 8,000 6,000 4,000 2,000 0 10,000 8,000 6,000 4,000 8,553 8,456 8,567 8,863 8,683 2,000 18.4% 18.3% 16.9% 12.4% 13.3% 15.1% 16.4% 18.7% 19.6% 18.8% 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 10,000 0.0% 0.0% 8,000 6,884 7,196 6,830 6,058 6,405 40.0% 6,000 4,024 4,292 5,171 30.0% 2,609 4,000 1,714 20.0% 20.7% 20.0% 22.0% 19.1% 21.2% 21.9% 22.5% 21.1% 2,000 10.0% 15.3% 0 11.0% 0.0% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 NTT 2012 2013 KDDI 2010 2011 2013 2014 8,127 19.5% 20.3% 20.9% 21.6% 20.3% 21.2% 6,361 7,089 17.4% 19.2% 8,328 8,328 22.4% 21.4% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 5,015 4,837 4,389 3,472 3,786 5,072 5,467 6,566 7,111 7,329 50.0% 40.0% 30.0% 20.0% 10.0% 50.0% 40.0% 30.0% 20.0% 10.0% 50.0%
62 8,000 6,000 4,000 2,000 0 8,000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 6,000 4,000 2,000 0 8,000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 6,000 4,000 2,000 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 NTT 2012 2013 2016 2017 KDDI 2017 2010 2011 2013 2014
63 / 7,000 6,000 6,130 440 6,340 510 6,500 6,500 590 660 5,000 4,000 4,900 420 4,370 4,100 4,170 4,430 4,680 4,800 410 4,430 4,500 4,550 250 300 320 4,550 4,450 4,680 4,690 4,500 490 540 550 4,350 560 4,320 3,000 2,000 2,720 2,880 2,820 2,960 3,180 3,310 4390 2,850 3,220 3,450 5,690 5,830 5,910 5840 2,780 2,930 4,190 4,150 3,950 3,800 1,000 0 1,760 1,490 1,280 1,210 1,250 1,370 1,330 12 13 14 15 16 17 18 (1Q) 980 780 12 13 14 15 16 17 18 (1Q) 1,770 1,520 12 13 14 15 16 17 18 (1Q) au ARPU ARPU ARPU ARPU ARPU
64
65 0% 20% 40% 60% 80% 100% MNO (n=2,803) 3.0% 17.2% 42.0% 26.1% 10.9% 0.9% 1.1% 10.7% (n=261) 49.8% 30.7% 7.7% 0.0% 0.6% MVNO (n=665) 21.7% 55.3% 19.7% 2.7% 0.0% (n=3,729) 6.9% 26.3% 37.2% 20.6% 8.4% 0.6%
66 0% 20% 40% 60% 80% 100% 0% 20% 40% 60% 80% 100% 69.9% 44.0% 37.0% 28.0% 28.3% 27.6% 26.7% 20.0% 16.0% 12.0% 0% 20% 40% 60% 80% 100% 37.5% 37.5% 33.3% 29.2% 20.8%
67 p p 78.5% 4.4% 15.9% 1.2% n=3,723)
68 p p MNO n2,803 n261mvno n665 n3,729 0% 20% 40% 60% 80% 0% 10% 20% 30% 40% 55.2% 54.8% 66.0% 57.1% 19.3% 29.3% 34.1% 30.7% 29.9% 37.1% 47.6% 47.9% 54.1% 48.8% 16.2% 67.1% 70.5% 74.6% 68.7% 18.6% n3,747
69 0% 20% 40% 60% 80% 100% 2.3% MNO (n=2,803) 8.2% 36.1% 47.4% 4.8% 1.2% 3.4% 5.0% (n=261) 40.2% 44.4% 6.5% 0.4% MVNO (n=665) 5.4% 31.4% 47.5% 12.3% 3.2% 0.2% 2.5% (n=3,729) 7.5% 35.6% 47.2% 6.2% 1.0%
70
71
72 p p 100% 8.6% 7.1% 0% 10% 20% 30% 40% 32.5% 80% 39.8% 30.9% 20.7% 60% 23.8% 20.6% 40% 22.1% 20% 29.4% 38.2% 15.4% 15.3% n3,747 0% 2016 (n=1,824) 2017 (n=1,918) MNO 1,700 NTT KDDI MNO 1,000 NTT LTE KDDI
73 p 100% 21.1% 17.1% 18.4% 80% 60% 49.5% 41.5% 39.6% 40% 10.8% 11.8% 20% 20.9% 30.6% 30.3% 0% 8.5% NTT (n=1,091) KDDI (n=759) (n=485) 25 NTT KDDI
74
75 p 100% 80% 60% 4.9% 6.7% 19.9% 20.8% 9.1% 9.2% 40% 66.1% 63.3% 20% 0% 2016 (n=2,292) 2017 n=3,144
76
77 24.5% 17.2% 14.5% 8.6% 8.4% 7.4% 5.5% 4.9% 4.7% 4.1% 4.0% 3.4% 2.4% 1.5% 1.5% 1.4% 0.9% 0.8% 0.6% 0.4% 2018 28 32p p p
78
79