DoCoMo Pricing Plans: Not as Bad as Feared

🇯🇵 Japan • Fortnightly Update - "UnCh"

DoCoMo: Key Takeaways from the Analyst Meeting

Value-Enhancing 5G Spectrum Allocations on the Way for KDDI, DoCoMo, Softbank and Rakuten

Telco/Internet specialist

Kirk Boodry

Redex Research

Thematic (Sector/Industry)

Japan Telecom services / Thematic (Sector/Industry)

<p>The Ministry of Industry Affairs and Communications (MIC, the regulator) announced 5G spectrum allocations today with KDDI and NTT DoCoMo securing three bands and Rakuten and Softbank two, in line with one of the two expected scenarios we discussed last month.  This dramatically expands the spectrum portfolio for the industry and sets the stage for the deployment of 5G services in later this year and in 2020. We think all operators benefit although sentiment may favor Rakuten for receiving two more bands and KDDI/DoCoMo for receiving the highest allocations. </p>

The Ministry of Industry Affairs and Communications (MIC, the regulator) announced 5G spectrum allocations today with KDDI and NTT DoCoMo securing three bands and Rakuten and Softbank two, in line with one of the two expected scenarios we discussed last month.  This dramatically expands the spectrum portfolio for the industry and sets the stage for the deployment of 5G services in later this year and in 2020. We think all operators benefit although sentiment may favor Rakuten for receiving two more bands and KDDI/DoCoMo for receiving the highest allocations. 

Japan 5G Spectrum Allocations In-Line With Expectations