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Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease...

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Press Conference Masayoshi Son Chairman & CEO SOFTBANK MOBILE Corp. March 1, 2012 Platinum Band 1
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Page 1: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Press Conference

Masayoshi SonChairman & CEO

SOFTBANK MOBILE Corp.

March 1, 2012

Platinum Band

1

Page 2: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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ConnectAnywhere

Page 3: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Longstandingambition

3Advocacy ad on 800MHz on Sept. 6, 2004

Page 4: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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@SoftBank UserMy home is out of coverage. Mr. Son, help me please!

Weak signal...Do something!

@SoftBank User

@SoftBank UserSoftBank signal is weak.

4

Page 5: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Reasons for Churn (FY2009/2H)

*Surveyed by SBM

1st Poor coverage

2nd Tariff

3rd Family members on other network

5

biggest weaknessCoverage was

Page 6: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

51%

27%

Network Satisfaction (survey in March 2010)

6

au

SOFTBANK Half of competitors’ users

51%NTT DOCOMO

*Surveyed by SBM

Page 7: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Improve Network Satisfaction

7

Page 8: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Network Satisfaction

Connectivity Speed×

8

Page 9: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Network Satisfaction

Connectivity Speed×

9

Page 10: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

x3 in 2 years

*Excluding home femtocell and home repeaters

Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

65k

FY2009 FY2010 FY2011

180k

10

SOFTBANK Network

Enhancement Initiative

Number of Base Stations

Page 11: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Caught up with competitors

NTT DOCOMO au SOFTBANK

98.2%98.8%98.9%

*Surveyed by external research company (as of Jan. 2012).Calls executed by each operator to test monitor participants (approx. 150,000/month).

Connectivity Ratio

11

Page 12: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Number of Wi-Fi Spots

*Surveyed by SBM

Overwhelming No.1

NTT DOCOMO

au

SOFTBANK 240,000

12

approx. 70,000

approx. 8,100

Page 13: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Network Satisfaction

Connectivity Speed×

13

Page 14: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Smartphone Speed Comparison(average of major cities in Japan)

* Publicly available information of MM Research Institute (Nov. 29, 2011). 3G down-link (5-10 PM). Average of measurements in 11 different spots nationwide.

NTT DOCOMO

au

SOFTBANK 1.32Mbps

14

0.83Mbps

0.78Mbps

(iPhone 4S)

(MEDIAS WP)

(iPhone 4S)

Fastest

Page 15: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Unfair Battle

15

Page 16: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

NTT DOCOMO au SOFTBANK

Yes Yes No

Unfair allocation

(Former) Allocation of Platinum Band

16

Page 17: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

JPY 10,400JPY 11,700

JPY 14,900

17au NTT DOCOMO SOFTBANK

(actual FY2010)

CAPEX per User (mobile)

InefficientCAPEX

*Created by SOFTBANK CORP. based on respective companies’ publicly available information. Value was calculated by dividing CAPEX amount by average number of customers.

Page 18: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Lack of Platinum Band

18

Biggest weakness

Page 19: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Platinum Band Allocated to SOFTBANK

March 1, 2012

(900MHz band)

19

Page 20: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Fair fight

NTT DOCOMO au SOFTBANK

Yes Yes Yes

(Future) Allocation of Platinum Band

20

Page 21: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

What is Platinum Band?

21

Page 22: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

*Test results on the 2.1GHz band and the 800MHz band

Coverage

x3Platinum

band2.1GHz

22

Characteristics of Platinum Band (1)

Page 23: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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Platinum Band2.1GHz

プラチナバンドの特性(2)Wide coverage

Characteristics of Platinum Band (2)

Page 24: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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Characteristics of Platinum Band (3)

Obstacles Obstacles

Signal reflects2.1GHz Platinum Band

Signal deflects

Page 25: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

2.1GHzFast decay

Penetration

25

Characteristics of Platinum Band (4)

Platinum Band

Page 26: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Launch 900MHz ServiceJuly 25, 2012

26

Page 27: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

2012 ’13 ’14 ’15 ’16

Quick expansion

900MHz BandBase Station Plan

16k

41k

*Base Station Plan 27(FY)

Page 28: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

20

40

60

80

100

2012 ’13 ’14 ’15 ’16

99.9%96.1%900MHz Band

Population Coverage

28

(%)

*Base Station Plan

Quick expansion

(FY)

Page 29: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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Coverage Example

Former coverage

(Kanto)

2GHz

Page 30: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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2GHz900MHz

*Excluding some mountainous areas

Coverage Example(Kanto)

Almost complete

Page 31: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

2006 ’07 ’08 ’09 ’10 ’11 ’1231

420.5

500.0

JPY 1tin 2 years

500.0Consolidated CAPEX

(former plan)

(FY)(target)

(JPY bn)

Page 32: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

2006 ’07 ’08 ’09 ’10 ’11 ’12 ’1332

420.5

500.0

JPY 1.55tin 3 years

600.0Consolidated CAPEX

(new plan)

(FY)(target)

(JPY bn)

450.0

Page 33: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

=900MHz Global Standard

33

Page 34: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

(as of Mar. 1, 2012)

iPhone 4iPhone 4SiPad 2

etc.

900MHz Compatible Devices

34

Page 35: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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FutureFormer

Platinum band

2.1GHz

2.1GHz

Ease Traffic Congestion

Page 36: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Coming March 2012

PANTONE 4®SoftBank 105SH

36

900MHz Compatible Device

Page 37: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Summer 2012All models will be

900MHz compatible

37

Page 38: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Connect Anywhere

UndergroundDowntown Mountains

38

Page 39: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Operators’ Calling

39

Page 40: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Lifeline

40

Page 41: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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=

LifelineInformation

Page 42: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Launch 900MHz ServiceJuly 25, 2012

42

Page 43: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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ConnectAnywhere

Page 44: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

Information Revolution - Happiness for Everyone

44

Page 45: Press Conference Platinum Band...2012/03/01  · Former Future Platinum band 2.1GHz 2.1GHz Ease Traffic Congestion Coming March 2012 PANTONE 4 ® SoftBank 105SH 36 900MHz Compatible

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