R esearch & A nalysis KDDI R&A 29,988 KDDI PDF (http://www.bookpark.ne.jp/kddi/) KDDI R&A 20049 DebitelBreizh mobile Virgin Mobile2004 Virgin Mobile UK 7 SFRDebitelOrangeVirgin MobileTeliaSoneraTelenorTele2 GSMGPRSUMTS KDDI 2 ma-aonuma@kddi.com Mobile Virtual Network Operator PAGE 1 of 15
2004611 2 SFR Debitel ( ) Debitel 78 SFRDebitel 9 GSMGPRS UMTSG 7 12 Carphone Warehouse The Phone House France Télécom Orange Breizh Mobile The Phone House SFR Orange 9 Breizh Mobile 50% 1 2 SMS Debitel6 15 19.8 ( ) Debitel 1991 MetroDaimler-Benz Swisscom2000 Debitel Permira94% Videlec 199 200 21,400 2825,014 1 12.01 200471 TTM PAGE 2 of 15
40% 9 11.9 Orange Debitel 10 621 SMS 1 1 17.2 10 1.2 22 Bouygues Telecom 825 SMS 12 15.8 OrangeBouygues Telecom 1 KDDI NITANational IT and Telecom Agency TDC Mobil 2 Sonofon 540 2 Telia Denmark France Télécom Orange Denmark4 GSM 20 PAGE of 15
( ) 2 Telmore 2000 200 20% 4 SMS 1 2 1998 200 1.800.000 1.600.000 1.400.000 1.200.000 1.000.000 800.000 600.000 400.000 CBB Mobil debitel Orange SONOFON TDC Telia Telmore Øvrige/Others 200.000 0 2. H. 1998 1. H. 1999 2. H. 1999 1. H. 2000 2. H. 2000 1. H. 2001 2. H. 2001 1. H. 2002 2. H. 2002 1. H. 200 2. H. ultimo 200 end of National IT and Telecom Agency Telecom statistics-second half of 200 ( ) 20047 TeliaSonera Orange Denmark Telia DenmarkOrange Denmark GSM G TDC Mobil Denmark Telia Denmark SonofonG PAGE 4 of 15
200 4785,279 Telmore 9% Øvrige/Others 2% CBB Mobil 4% debitel 7% Telia 10% Orange 12% TDC 4% SONOFON 22% National IT and Telecom Agency Telecom statistics-second half of 200 4 ( ) KDDI ( ) 1 17.76 200471 TTM PAGE 5 of 15
PAGE 6 of 15 Debitel 14 25 1 10 200 200 5% 5 EU15 20045 EU15 86.21% 69.27% 15 5EU15 200451 Mobile Communications (2004.5.25) KDDI 200451 10 15
Patrick Devedjean Debitel 2004 2 Breizh Mobile CoriolisSFR 7 DebitelBreizh Mobile Virgin Mobile Virgin Mobile UK Virgin Mobile UK199911 20044 4 400 8 200 5.5% 44,200 8714,914 480 94,641 7,470 1472,860 Neuf TelecomEasy groupryanair Carrefour Auchan 1 197.17 200471 TTM PAGE 7 of 15
2004524 JD Power and Associates 6 Virgin Mobile 6 JD Power and Associates 2004 UK Mobile Telephone Customer Satisfaction Study Virgin Mobile UK 199911 5% 15 0 Virgin Mobile UK Virgin Mobile UK2004721 Virgin Group 25 46. 285 561.9 720 Total Telecom 200 94. 220 4.8 200 94. 201 96. PAGE 8 of 15
Virgin Mobile Asia Virgin Group200010 Optus Virgin Mobile Australia 2001 SingTel Optus Virgin GroupSingTel Virgin Mobile Asia 200110 Virgin Mobile Asia 1 20 65 M1StarHub 1 20029 Virgin Mobile Asia 200110 74.77 ARPU 8 866 252,708 1 1,408 Virgin Mobile Asia 8 ARPU SingTel Virgin Group 10 2006 20 2,166 600 1,000 KDDI R&A200111 1 108.0 200471 TTM PAGE 9 of 15
Virgin Group Virgin Group Virgin Group 4 20017 Sprint Virgin Mobile USA 200211 Virgin Mobile USA Virgin Mobile UK Sprint 2004 1 Sprint PCS 2004 Bell Mobility 2005 7,000 568,890 Virgin Group2004 200 00,400 50% Virgin Group Virgin Group2005 2004 2005 Iusacell Unefon Virgin Mobile UK Virgin GroupT-Mobile 2004 1 Virgin Group T-Mobile 100% KDDI R&A20047AT&T 1 81.27 200471 TTM PAGE 10 of 15
mmo2 mmo2 mmo2 2009 O2 Tesco Tesco Mobile 2 800 157,76 Tesco Mobile 2009 Tesco 20046 25 20047 O2 Tchibo Tchibo Mobilfunk GmbH Tchibo Mobilfunk 850 Tchibo TeliaSoneraTele2 4 Telenor TeliaSonera100% NetCom2 7 2004 9 Tele22002 Telenor Telenor Tele2 Telenor Mobile Sverige djuice 7 2004 KDDI PAGE 11 of 15
FMC BT20011 AT&T20045 Scarlet TelecomOrange Telenet Base IP Fixed-to-Mobile ConvergenceFMC 2004517 TeliaSonera tele finland tele finland TeliaSonera 8TeliaSoneratele finland tele finland TeliaSonera perus.45 0.12 0.07 ( 455) ( 16) ( 9) pulina 6.5 0.079 0.079 ( 858) ( 10) ( 10) piipperi 0 0.19 0.09 0 ( 18) ( 12) piljetti* 6.5 0.079 0.079 ( 858) ( 10) ( 10) one.99 0.1 0.1 ( 527) ( 17) ( 1) Max 6.99 0.11 0.09 ( 92) ( 15) ( 12) Privat Duo.66 0.15 / 0.1** 0.1 ( 48) ( 20 / 1) ( 17) KDDI PAGE 12 of 15
TeliaSonera 2004 1 10 20 4.% 200 4 17 7,000 2004 1 44,000 200 7 MNP TeliaSonera 1 Ministry of Information and CommunicaionsMIC 2004616 Global Mobile 20041 MNP SK TelecomKTFLG TeleCom SK Telecom 20046 52 SK Telecom MIC Hyundai POSCO Kookmin Bank Virgin Group 2001 Virgin Group PAGE 1 of 15
Virgin PHS NTT PHS PHS G 70% PAGE 14 of 15
Virgin Cola Virgin Megastore Virgin Debitel http://www.debitel.fr Orange http://www.orange.fr SFR http://www.sfr.fr Bouygues Telecom http://www.bouyguestelecom.fr Breizh mobile http://www.breizhmobile.com TotalTelecom http://www.totaltele.com TeliaSonera http://www.teliasonera.fi tele finland http://www.telefinland.fi TDC Mobil http://www.tdcmobil.dk Orange Denmark http://orange.dk Sonofon http://www.sonofon.dk Telia Denmark http://www.teliamobile.dk Zdnet france http://www.zdnet.fr mmo2 http://www.mmo2/com ITST http://www.itst.dk PAGE 15 of 15