Intensifying competition among MNOs, MVNOs and SIs
First written in FY2016. 11 of 16 entries say "Worsened", first in FY2018-Q1. Latest entry: FY2021-Q3.
Japan Communications moved to the "Worse" side of this theme in 2016, 5 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 9 of 15 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2021-Q3WorsenedAnnual report
「These reductions in charges by major mobile network operators are a major blow to MVNOs with weaker financial resources, and there have been numerous reports that MVNOs cannot avoid being forced out of the market.」
A major mobile network operator has announced a 20GB plan priced at ¥2,980, creating concrete competitive pressure that could lead to the elimination of MVNOs. - FY2020WorsenedAnnual report
「As of the end of December 2019, the number of MVNO operators had reached 1,092, and the MVNO industry was experiencing excessive competition as many operators concentrated on the single segment of low-cost SIMs.」
The number of MVNO operators increased to 1,092 as of the end of December 2019, and concentration in low-cost SIMs and excessive competition continue. - FY2020-Q3WorsenedAnnual report
「Although the revised law finally corrected the distorted sales practices of major mobile network operators, the competitive environment between MNOs and MVNOs has still not become fair. MNOs have offered flat-rate voice services for more than 5 years, and the number of users has continued to increase, but the price of voice services supplied wholesale by MNOs to MVNOs remains ¥20 per 30 seconds, unchanged since 2010.」
Even after the revised law took effect, competition between MNOs and MVNOs has not become fair, and the competitive constraint remains that the wholesale price of voice services from MNOs to MVNOs has stayed at ¥20 per 30 seconds since 2010. - FY2020-Q2WorsenedAnnual report
「However, from June 2019, customers became notably reluctant to make purchases while waiting to assess the new pricing plans of major mobile network operators from October, and revenue for the quarter increased only slightly from the previous quarter.」
Customers' reluctance to purchase while assessing the new pricing plans of major mobile network operators became pronounced, with changes in the competitive environment curbing quarterly revenue growth. - FY2020-Q1RestatedAnnual report
「Although our SIM business operates in a market characterized by excessive competition among major mobile network operators and more than 1,000 MVNO operators, our partner strategy has been successful and customers have supported our product plans as efficient offerings. As a result, revenue has continued to increase quarter on quarter for more than 2 years.」
The company has reaffirmed the excessively competitive market environment, with more than 1,000 MVNO operators. It explains that its partner strategy has supported quarter-on-quarter revenue growth for more than 2 years. - FY2019WorsenedAnnual report
「As of the end of March 2019, the number of MVNO operators had reached 1,003, and excessive competition had resulted from many of them concentrating on the single segment of low-cost SIMs.」
The number of MVNO operators reached 1,003, and concentration in low-cost SIMs and intensifying price competition due to the entry of major mobile network operators continue. - FY2019-Q3WorsenedAnnual report
「As of the end of September 2018, the number of MVNOs had reached 962, and they had come to be recognized as competitors to MNOs. In a mobile market that had effectively been an oligopoly dominated by 3 major operators, the emergence of more than 900 competitors in a short period demonstrates the usefulness of the MVNO business model.」
The number of MVNO operators increased from the previously reported 906 to 962, creating a market with more than 900 competitors. The text also indicates the usefulness of the MVNO business model. - FY2019-Q2WorsenedAnnual report
「As of the end of June this year, the number of MVNOs had reached 906, and they had come to be recognized as competitors to MNOs. In a mobile market that had effectively been an oligopoly dominated by 3 major operators, the emergence of more than 900 competitors in a short period demonstrates the usefulness of the MVNO business model.」
The number of MVNO operators increased from 886 to 906, creating a market with more than 900 competitors. The text also indicates the usefulness of the MVNO business model. - FY2018WorsenedAnnual report
「As of the end of March 2018, the number of MVNO operators had reached 886, and excessive competition had resulted from many of them concentrating on the single segment of low-cost SIMs.」
The number of MVNO operators increased from the previously reported 753 to 886 as of the end of March 2018, and concentration in low-cost SIMs and excessive competition continue. - FY2018-Q3WorsenedAnnual report
「However, because major mobile network operators have effectively entered the low-cost SIM market, on which the overwhelming majority of MVNO operators are focused, the market's growth rate for MVNO operators has slowed.」
The company states that the number of MVNO operators increased to 753, while the effective entry of major mobile network operators slowed growth in the low-cost SIM market. - FY2018-Q2WorsenedAnnual report
「The MVNO market continued to grow during the cumulative second-quarter period under review. According to Ministry of Internal Affairs and Communications statistics as of the end of June 2017, there were 713 MVNO operators and 9.66 million lines, representing a market share of 6.4%. However, major mobile network operators have effectively entered the low-cost SIM market, on which the overwhelming majority of MVNO operators are focused, and the growth rate of the low-cost SIM market for MVNO operators has slowed from its previous level.」
The company states that the number of MVNO operators increased to 713, while the effective entry of major mobile network operators slowed growth in the low-cost SIM market, providing further detail on the severity of the competitive environment. - FY2018-Q1WorsenedAnnual report
「During the quarter, as the low-cost SIM market continued to perform steadily following the consolidated accounting period for the fourth quarter of the previous fiscal year, 684 MVNO operators, according to figures published by the Ministry of Internal Affairs and Communications, were offering low-cost SIMs mainly to DOCOMO users as of the end of March 2017, and excessive competition continues.」
The company states that the number of MVNO operators reached 684 and that excessive competition continues in the low-cost SIM market. The number of operators also increased from 668 at the end of the previous fiscal year, indicating a further intensification of the competitive environment. - FY2017RestatedAnnual report
「Because the market for the mobile communications services provided by the company is in a growth phase, competition is expected to intensify as further new entrants join the existing competitors.」
The entry of, and intensifying competition among, MNOs, MVNOs and SI providers continues to be identified as a major risk. - FY2017-Q3RestatedAnnual report
「During the consolidated accounting period for the third quarter under review, from October to December 2016, demand for low-cost SIMs remained strong, as in the previous quarter, but many operators entered the market within a short period, resulting in excessive competition.」
The company has reaffirmed that the entry of numerous operators into the low-cost SIM market has resulted in excessive competition. - FY2017-Q2MaterialisedAnnual report
「This is because the entry of many operators into a mobile market that until recently had only 3 or 4 operators has, in an extremely short period, resulted in excessive competition, with nearly 600 operators selling the same single product: low-cost SIMs.」
The company states that the anticipated intensification of competition has become the actual market situation, with nearly 600 operators engaged in excessive competition in the low-cost SIM market. - FY2016First statedAnnual report
「Because the market for the mobile communications services provided by the company is in a growth phase, competition is expected to intensify as further new entrants join the existing competitors.」
The company identifies low-priced, feature-rich MNO services, fixed-line-based MVNOs and the entry of SI providers into communications services as competitive factors.