Saturday, August 2, 2008

Apple's iPhone in Japan: Where's DoCoMo?

So what happened to Apple's iPhone talks in Japan? It was thought that Apple ( NSDQ: AAPL) would go with NTT DoCoMo ( NYSE: DCM), the country's largest carrier with its 53.5 million subscribers. Instead they struck a deal with its smallest, but perhaps most aggressive operator, Softbank, which counts 18.8 million customers.
But a Businessweek feature looking at Apple's options in Japan notes that the Softbank deal is most likely not an exclusive one. There was no mention in Softbank's terse iPhone announcement, though this is usually the sort of news that operators like to crow about. Most likely, Apple is using the Softbank deal to put pressure on DoCoMo, which in the past has openly balked at the revenue sharing deal?said to be as high as a 30 percent cut of airtime revenues?that operators must submit to in order to carry the iPhone.

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