DOCOMO and KDDI follow Rakuten and Softbank!? The telecommunications industry in 2022 is a total battle in the "non -communication field"
The price reduction of mobile phones against the backdrop of the government's pressure has been a round.In 2022, NTT DOCOMO, KDDI, SoftBank and Rakuten's four telecommunications carriers will begin full -scale competition in the “non -communication” fields other than existing communications business, with the price reduction of 21 years.In this article of the special feature "Total forecast 2022", we anticipate a composition of a new competition in the telecommunications industry, which has appeared in the "total war".(Diamond Editorial Department Murai Murai)
「週刊ダイヤモンド」2021年12月25日・2022年1月1日合併号の第1特集を基に再編集。肩書や数値など情報は原則、雑誌掲載時のもの。Enter the total battle in the limit of 4 fields in "one leg of communication"
The price reduction competition of mobile phones, which began with "pressure" by the former government of Yoshiyoshi Suga, has been regaining a small state.
Looking back on the 2021 price reduction competition, in March, NTT DOCOMO launched a shocking price "Ahamo", which costs 2700 yen a month to 20 gigabytes (GB).KDDI's "Povo" and SoftBank's "LINEMO" followed, and the Rakuten Group also competed with the "0 yen to 3GB" plan.
After that, the adjustment of small pieces continued, and SoftBank added a small capacity plan of 900 yen per 3GB per 3GB in July 2001.KDDI is Povo 2 in September.As 0, the basic fee was revised to zero yen, and in October, DOCOMO launched the MVNO (virtual mobile telecommunications carrier) cheap price plan "Economy MVNO" at docomo shops nationwide.
Thus, the price reduction competition in the 21st year saw the settlement.The government's price reduction pressure has already become a perfect government for Fumio Kishida.Apparently, the portable price competition in 22 years is likely to stay in a small one.
However, it is difficult to raise the price that has been reduced again.The telecommunications carrier, which has relied on mobile phones, has a continued negative effect on business performance, despite the informal development of the next -generation communication standard "5G", but cannot pass on capital investment to a price.It is an outlook.
"I can no longer expect growth with a single -legged one -legged method," (SoftBank President Junichi Miyagawa), which affirms, rushes to shift not only in existing communication projects but also in non -communication fields.
Then, what are the "three fields" other than the communications that communication carriers focus on?After that, we will explore the competitive compositions in four fields, including communication, and read the victory defeat in the communication industry in 22 years.