What is the merit and true purpose of Softbank appealing to NTT?

A lawsuit announced on Friday, November 18Softbank side appeal is accepted, probablyYahoo! BBIt seems that usage fees such as the cheap will be somewhat cheaper than the current situation, but is it only to do so far for that much? If you think, you can see that there is a real purpose behind this case.

◆ SOFTBANK aims for the only goal


I went on Friday.releaseAccording to "DSL operators wanting to provide FTTH services are placed in a situation where entry into the FTTH service market is impossible, competition is practically functioning with NTT East / West monopolization strengthened in this market Actually, as of the end of June 2011, the total market share of NTT East / West totaled 76.3% for FTTH services for detached houses. It is not exactly whether it is monopoly, but it is an exquisite place that it does not change that it occupies an overwhelming share. Given the market share of Windows in the past, NTT is desperate to go on business while despite being desperate because NTT has a category that does not touch the Antimonopoly Act even if it expands a share a little more. It is. In other words, the power of NTT is still alive and honestly, it is not what you can do with SoftBank.

So what do you want SOFTBANK to do?

After reading the SoftBank release again, it says as follows.

Acts of NTT East and NTT "extortion of connection in units of 8 branches", "refusal to make a connection of 1 branch unit" and "OSU non-sharing" substantially violate connection obligations under the Telecommunications Business Law, In addition, under the Antimonopoly Act also in refusal of a single transaction or abuse of a dominant position, because it falls under unfair trade practice law, we have requested an injunction against this act under Article 24 and 19 of the Antimonopoly Act It was.

Through the connection, our company and many others enter the FTTH service market by activating the market by bringing us into the FTTH service market, bringing diversification and quality improvement of the service, together with the effectiveness of NTT East / West facilities We raised this case with confidence that it will lead to lowering the service fee by encouraging use and increasing the profit of users and general consumers.

It says somewhat long, but there is only one point, "Reduced service feeIt is only a part called. I do not know when the outcome of this lawsuit will come out, but anywayI want to reduce the cost of net connection"Softbank only thinks what he is thinking, and that is also quite desperate, it means that he is desperately trying to sue.

So why did the point cause such a lawsuit nowadays? Why are you desperately desperate? That is the point.

◆ SOFTBANK MOBILE is the only biggest weakness


In the first place, SoftBank has increased the line capacity due to the rapid increase in the use of smartphones such as the iPhone, and is carrying out a battle over the available frequency band.

As for how much intense battle it is, it is about momentum to order the construction of the base station addition that uses the frequency band not secured yet by scandal with unprecedented scale on the unprecedented scale despite not securing the frequency band yet.

SOFTBANK, smart phones are on the rise due to shortage of radio waves Masayoshi (1) | Corporate Strategy | Oriental Economy of Investment · Economy · Business Online

On July 28, SOFTBANK holds briefing sessions by gathering a few communication construction companies in the head office of Tokyo · Shiodome. The content is "About the outline and concept of construction of the new Tokyo Bureau project PB project". PB is an abbreviation for "Platinum Band" and refers to a frequency in the 700 to 900 MHz band. It is a banner name attached because it is an easy-to-connect radio wave to bypass the building.

Softbank has been building a platinum band base station for about two years from October. We plan to start antenna installation in December this year and plan to operate 50% by the end of March 2001. The total construction is seen to be over 250 billion yen. "It is going to be a tremendous scale of construction - in the industry it is said to be" the last big infrastructure construction "(executive in charge of SOFTBANK, a medium - sized communications construction company). It is expected to be an official contract in September.

Actually, among the radio waves emptied due to the termination of analog broadcasting on TV, the 900 MHz band will be allocated to mobile phones. The Ministry of Internal Affairs and Communications determines the company that will allocate the end of the year to Medo, but SOFTBANK has started working on construction orders in anticipation of acquiring this band. "I have not heard of placing orders even though authorization has not yet been obtained." Industry officials say differently.

Of course, it is self-explanatory that this bandwidth shortage is fatal to this SOFTBANK MOBILE, and also announced as follows in the "second quarter settlement of accounts for the fiscal year ending March 2012" held on 27th October 2011 .

Results briefing for the second quarter of the fiscal year ending March 2012 | SOFTBANK CORP.

On the other hand, regarding the mobile network SOFTBANK MOBILE regarded as the "weakest point", I explained that I am making various efforts to overcome the weaknesses. The number of base stations has increased eight times in five years. In addition, the connection rate at home etc. where there were many customer's indications has also improved to almost the same level as other companies now. The number of access points of "SoftBank Wi-Fi Spot" is 125,000, which is overwhelmingly higher than other companies, and from November 1, wireless LAN can be used at all Tokyo Metro stations following the Toei Subway Line .
And for the allocation of the 900 MHz frequency band scheduled for licensing in December this year, I was strongly motivated to acquire it. Radio waves in the 700 - 900 MHz band are said to be the most suitable frequency band for mobile phones, because they have the characteristic that radio waves are easy to reach inside buildings and mountains. NTT DoCoMo and KDDI already provide services in the 800 MHz band, but among the three major mobile telecommunications carriers in Japan, SOFTBANK MOBILE only has not allocated this advantageous frequency band, and more The situation that the base station has to be built continues. My grandchild said, "I believe it will be unfair to SOFTBANK MOBILE users unless a 900 MHz band is assigned, but I will work with SOFTBANK MOBILE, but I'm willing to work towards a loss," he said. I showed determination. In addition, SOFTBANK MOBILE has announced that it will invest capital of 1 trillion yen in 2 years, and we will make further efforts to improve the network in the future.

The most noteworthy of this is "Wireless LAN can be used at all Tokyo metro stations following the Toei Subway LineIn that point.


Actually, when listening to the stakeholders of the industry, there are quite a lot of people using mobile phones in transportation facilities such as subway, and certainly people who operate smartphones on the way to work or go to school are sure to see wherever they go In some cases, the base station in the station premises temporarily punctures. Recently it has been strengthening extensions and construction around it, so I am finally able to connect, but if I can escape the communication here to "wireless LAN" it will be quite comfortable.

◆ Softbank Flow to use the power of the other party


Perhaps the maintenance cost for wireless LAN access points should be lower than that for adding base stations, so SOFTBANK will basically minimize the costs incurred by its own company, and not the power of others but the power of others We have taken a strategy of growing our business by contracting or forming hands with us and using the "cooperation" "collaboration", or daringly to invest in each company "investment" "acquisition", or even bigger "free ride" I will. Since SOFTBANK MOBILE was originally "Vodafone", basically it is the royal road of SOFTBANK's method to successfully adopt and use the opponent's power, the series of actions up to here is not mysterious, Rather it is "self-evident".

This method of "using not the power of yourself but using the power of your opponent well and using the power of your opponent" is the way that founder Masayoshi Son has been doing since the beginning, "Translation machine with voice function" ofepisodeBut it is prominent as follows.

"Another language translator with voice function" devised. In the university, I visited the authority of the microprocessor, the authority of the software, requested cooperation for production. The remuneration persuades the opponent with an adverse condition of "payment of volume" and completes the prototype.

This is equivalent to almost autobiography book approved by Mr. Masayoshi Son "Shimbun Son Soichiyoshi Perfect Version"It is written in the same way.


"Sumo is taken with other people's loincloth" on the ground, this neighborhood is just SOFTBANK flow. It is natural that the opinion that "You are just trying to ride as much as possible on NTT's clay pipe!" Will come out, rather it is SOFTBANK itself.

However, it is now SOFTBANK is standing at the crossroads to what extent the strategy of "taking sumo with others' loincloth" strategy works well.

◆ Softbank falls into a big pinch when the future expectation hits


In addition, the following vision of the future is also announced at the accounts briefing.

My grandchild explained the strategy for future growth.
First of all, looking back over the past few years that has promoted the mobileization of the Internet, both the hardware and software aspects have undergone significant development, especially the appearance of the iPhone and the iPad will transform the appearance of the domestic mobile phone industry I mentioned that there was an impact. Then, in 2020, 90% of mobile phone shipments will be smart phones, 70% of PC terminal shipments will be a smart pad (tablet terminal), and we will predict that "the future will be the era of Internet machines" Did. "Grandma asked terminal makers 3 years ago" I want you to bring nothing but smart phones "," the spread of the present smartphone never happened accidentally, Softbank Group forecasts the future I emphasized that it is the result of strategic progress. In the future, smartphones will become an important pillar of the SOFTBANK Group's mobile internet strategy.

Even if SOFTBANK could successfully obtain the desired frequency band in the allocation of the 900 MHz frequency band this December, if it is expected that if 90% of mobile phones will be smart phones in the future by 2020 Clearly, if SOFTBANK MOBILE 's bandwidth can be obviously further shortened, even if the increase speed exceeds the speed at which the base station is created, no matter how much SOFTBANK plunges into money, "SOFTBANK' s smartphone can not communicate "SoftBank is slow" "SoftBank is heavy" "SoftBank is useless" The worst happens.

In other words, while it is urgent to develop a communication network, it is a fact that the ground power for that purpose is still definitely insufficient, and it is a fact that Softbank is finally here "Softbank" is not "other people's loincloth" but " Although it can not avoid fighting with "Softbank style thought that as long as there is even a possibility that it can still be used, because it will not be a loss for the time being, let's do it as much as possible, under the lawsuit of this time It is hidden.

Also, as Sayuki Sayi makes clear even by looking at the previous material, "Three years ago to the terminal manufacturer asked "Please do not bring anything but smartphones"So, it is clear that SOFTBANK MOBILE will further enhance smartphone's terminal lineup in the future. That does not mean that even with attractive smartphones, if you can not communicate, it will be just a "luxury paperweight."

In order to avoid this, it is still said that the band due to the huge traffic is escaped to the different part as much as possible, such as putting "wireless LAN" in the streets, switching in the station premises or at home to "wireless LAN" and communicating As an immediate measure, it is also a reasonable idea for future unpredictable increase rate, and in that part the part where the wireless LAN is connected is the part where NTT base station The lawsuit of lowering the connection fee even a little is just a matter of choice considering Softbank's interests. Also, we can not expect a sudden increase in subscribers Yahoo! It also works to lower the maintenance cost of BB, rather it is "too late to do litigation".

Of course, it is not only the merit of SOFTBANK but, as a result, inexpensive, high-speed and comfortable connection is possible for users and consumers who use it, and as a result, competition with NTT docomo and au is also It will be activated and the possibility of working positive for the entire market is great.

Even if this lawsuit is dismissed, there is a possibility that the fee will be lower. In fact, in 2007 as well, there was something similar to this one.

[3] Negotiation of NTT line "1 branch rental" is difficult - the next issue of the "light road" controversy, the issue of 2011: ITpro

In conclusion from the results, in the discussion in FY 2007, all 3 proposals were rejected, despite fierce opposition from NTT East and the West and facility operators such as power telecommunications carriers. Regarding OSU sharing, NTT East and NTT West are considered to be unable to flexibly deploy facilities by sharing facilities among business operators, and it was judged that "obligation is not indispensable at the moment".

As for what it ended like this, what a "Instead of lowering the connection fee itself to some extent, the settlement arrivedThat's it. In other words, we succeeded in making it cheap. In other words, SOFTBANK 's own objective is to minimize capital investment risk, reduce all costs, and have a structure to ride free on NTT East / West.

In fact, when the current Galapagos like mobile phone / feature phone cuts 10%, and the smartphone exceeds 90%, where is surviving, where is more attractive and doing something useful for the user Will it be important for each company's move in the future?