Presentation Materials
Main Q&A (2020 Analyst Meeting concerning 5G)
Announced on November 26, 2020
Please be advised that the following text has been edited/modified from the original Q&A conversations for the sake of clarity.
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Questioner No. 1
Q1 You appealing with the copy “Lightning Speed 5G,” but tell us the difference in speed from 4G, and how it is different from dynamic spectrum sharing. What is the difference in capability in the actual speed and devices?
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Q2 In DOCOMO’s case, how fast is the transmission speed when you apply frequencies that have been used prior to 4G generation to 5G?
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Q3 DOCOMO is saying the CAPEX for 5G is 1 trillion yen over the next 3 years, but other carriers are saying 2 trillion yen in 10 years. What does your CAPEX include, and what is the difference from others?
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Q4 Does the plan include conversion of 4G to 5G?
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Questioner No. 2
Q1 We understand you are using a different technology when you switch from NSA to SA technology in 5G, but will there be any changes for user experience point of view?
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Questioner No. 3
Q1 Regarding the coverage of 5G expansion, among the various frequencies, what are the differences compared to other carriers? In 4G coverage there were little differences, but is there any with 5G?
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Questioner No. 4
Q1 Does this mean coverage expansion for network with system converted from 4G frequency is easier?
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Q2 I understand that DOCOMO haven’t decided not to do conversion of 4G frequencies to 5G, but what would be your response if the competition aggressively starts 4G frequency conversion?
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Questioner No. 5
Q1 Please tell us the current situation on the interference issues with 3.7GHz band, and if DOCOMO has a clear advantage in being the only carrier that has acquired 4.5 GHz. Carrier aggregation can only be realized when there are two frequency bands, so could we understand that you are expanding your coverage with both frequency bands?
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Questioner No. 6
Q1 KDDI and Softbank are saying they are going to share 5G base stations. What does DOCOMO think of infrastructure sharing?
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Q2 What is the ratio of those you can share the infrastructure out of 32,000 stations? In the remote region, obviously it would be more efficient to share the infrastructure, but is there a reason why you are not involved in infrastructure sharing with KDDI or Softbank? If three companies can do it together we would think that would be most efficient, but because NTT has a stake in J Tower, is there a pressure where DOCOMO has no choice but to use them for example?
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Q3 You have announced the plan to roll out 32,000 base stations up to 3 years from now, but China and others have announced plans to roll out millions of base stations, which is extraordinary. What is the projected number of base stations to have a nationwide coverage with sub6? Please tell us the number of base stations needed in mid- to long-term view.
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Q4 Softbank has 230,000 base stations, but DOCOMO has only 80,000. Softbank is insisting they have the advantage when it comes to speed of rolling out - we want to hear you views. Softbank is assuming expanding the coverage with the use of 4G frequency, but isn’t there a concern that you are falling behind in terms of rollout speed?
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Questioner No. 7
Q1 We understand that proceeding with merging of fixed and mobile telecommunications is one of the targets of NTT’s TOB of DOCOMO, but what kind of synergy can be created?
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Questioner No. 8
Q1 Regarding the millimeter wave, you were saying all the prefectures will be covered by December. Can you give us the concrete idea of coverage expansion?
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Q2 We hear that Verizon’s pursuit of millimeter wave is not working out so well. How shall we think of this?
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Q3 Regarding the international situation on ORAN, it maybe just a view held by those who are not pursuing ORAN but some media are saying it is still too early. We believe NTT Group is promoting ORAN through investment in NEC and other factors, so tell us the situation with collaboration between NEC and Fujitsu as well.
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Q4 There are variousviews on V-RAN (virtualization) and ORAN. NEC is supplying V-RAN to Rakuten, and Fujitsu is supplying V-RAN to new carrier(s) in the U.S. Please tell us about the situation on virtualization.
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Q5 In other words, V-RAN is not in competition with O-RAN - you are pursuing V-RAN as well. Some see them as separate groups, but are they both look toward the same direction?
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Q6 In your presentation you focused on solutions in education and agriculture, but we hear in various quarters that 5G has quite an affinity with machine control in factories. Your presentation material this time does not cover that aspect. Why?
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Questioner No. 9
Q1 About monetizing 5G solutions. There is the telecom charges pattern, and the revenue from coordinating service as a whole and from consultation. As we have an impression that the former will continue to decline, the latter seems to be more profitable. What is your view?
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Questioner No. 10
Q1 We have heard from Hokkaido University that the agriculture IoT project carried out in Iwamizawa is a solution that combines mobile and fixed telecommunications. Are you going to proceed with this kind of service development?
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Q2 As a 5G application autonomous driving or remote surgery is attracting attention. The impression is that DOCOMO is not actively pursuing application in those fields where risk of life cannot be taken, but has there been any change?
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Questioner No. 11
Q1 My Network Concept was announced earlier, but could you update the current situation.
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