I don’t put much faith in market data from companies selling research to sell their other ‘services’. If you ever observed how the backend research process works, you wouldn’t either. Nevertheless it’s fun to read and compare signposts along the never ending journey. MM Research Institute (MMRI) issued a PR tease for their Japanese smartphone marketshare report covering results for the first half of the Japanese 2021 fiscal year (April~September).
The Keitai Watch site paid for the full report and posted some numbers for the various MMRI breakdowns.
Marketshare ranking (all mobile phones)
FCNT (Fujitsu): 6.7
The category breakdowns show some interesting new developments
Marketshare ranking (smartphones only)
FCNT (Fujitsu): 5.9
The story here is that iPhone was selling well leading up to the iPhone 13 rollout, with the addition of Rakuten Mobile offering deeply discounted iPhone 12 and iPhone SE that could be bought with Rakuten Points certainly helping the most, once again demonstrating the power of the Rakuten Economic Zone.
Marketshare ranking (non-carrier SIM-Free only)
The non-carrier SIM-Free ranking interests me most. OPPO and XIAOMI released some interesting low end FeliCa Osaifu Keitai capable models recently. The surprisingly strong showing tells me that the market wants inexpensive SIM-Free Osaifu Keitai models. If there was a SIM-Free FeliCa/Osaifu Keitai ranking it would probably be Apple, OPPO and XIAOMI. OPPO wins because they deliver 5G and FeliCa for a very low price.
Since last week’s Australian Parliamentary Joint Committee on Corporations and Financial Services hearings regarding the so called Apple Pay monopoly and the pointless debate of Android only Host Card Emulation (HCE) ‘virtual secure element’ vs. a hardware embedded secure element (eSE), Apple has been busy rolling out new Apple Pay Wallet services: Australian health insurance Wallet card support and digital vaccination certificates, ING Belgium and FNB South Africa additions, and today’s Student ID expansion to more universities in America including the first international addition in Canada. The last item was particularly interesting as Apple issued a press release that included new partners beyond Blackboard: Transact, CBORD, TouchNet, Atrium, HID Global, and Allegion. MIFARE and FeliCa are the 2 big protocols used for ID cards, both fully supported in iPhone and Apple Watch. Hopefully we’ll see more international Student ID card support going forward.
Japanese IT reporters have been writing about the recent addition of Xiaomi Redmi Note 10 JE (Japan Edition) to the KDDI au lineup. All the Chinese manufacturers have been bringing new models with Mobile FeliCa Osaifu Keitai support as more or less standard, but like most Android smartphones including Google Pixel, even though the hardware is the same everywhere, Mobile FeliCa is only activated for Japanese models.
The Xiaomi product manager interview casually mentions that only 20% or so of Android Osaifu Keitai device holders actually use the feature. Why bother adding it then? I suspect Osaifu Keitai usage rates vary widely depending on the region, much higher for Tokyo and other metro areas, less in rural areas. It would be really interesting to compare Osaifu Keitai usage rates with Apple Pay as I also suspect Apple Pay Japan usage rates likely leave Osaifu Keitai in the dust. As for the real reason why Chinese smartphones manufacturers are adding Mobile FeliCa support: the digital My Number ID card launching in 2022 requires it. One out of ten people living in Tokyo and other metropolitan areas is a Chinese national…do the math.
The American bred internet cancel culture that started during the Obama years and went ballistic during the Trump years shows no signs of abating as battle lines are constantly redrawn to silence a somebody that somebody else wants silenced. And it has become an entrenched issue thanks to AI driven SNS content. As Tim Pool adroitly points out, and long term surveys confirm, the current American racial crisis didn’t happen until the Reddit and YouTube generation raised on endlessly looping AI driven police brutality video content came of age perceiving their virtual world as the real one. That’s the unfolding tragedy as perceptions based on virtual life replace real ones.
As bad as this is, evil players and big tech use virtual life to intimidate, blackmail and destroy real ones. That’s exactly what happened evidently when eBay’s supervisor of security operations decided to cancel the EcommerceBytes blog and carried out a cyberstalking campaign (including surveillance), against the husband and wife blogging team. Their astonishing story was published by the Boston Globe. It’s reads like the script of Michael Clayton (I prefer the Japanese title: The Fixer). eBay conducted an investigation, pushed out the CEO with a golden parachute and issued a statement that, of course, acknowledged the wrong but said ‘it’s okay now because the baddies are gone.’ Until next time, that is. eBay, of course, didn’t offer any compensation.
The Buddha’s face isn’t seen a fourth time
When the 3rd Tokyo State of Emergency (SOE) was announced, I predicted it would’t go well. Sure enough, infections started to rise before the end of SOE 3. Now we are in SOE 4 and infection rates are skyrocketing, well, skyrocketing compared to rates that were low to begin with. So life goes on as usual, the commuter time trains are crowded as usual, people go shopping as usual, there is nothing remotely panic-like despite media hysteria narratives of a ‘medical system breakdown.’
As always, it’s complicated. Few people are actually dying from COVID (and don’t forget that hospitals get a Japanese government subsidy when they report a COVID death, other deaths don’t pay). Influenza and pneumonia are much more real long term threats. Lockdowns and vaccination mandates will be impossible to implement as all the government tools to do so were locked away by the GHQ occupation and restructuring of Japan. Any attempt to invoke those kinds of centralized powers requires changing the American created Japanese constitution and nobody wants to do that (fun fact: the English language constitution of Japan is the official one, the Japanese language one a fake). Not that the situation is dire, a little context helps. And don’t forget the overall Japanese death rate dropped in 2020 YOY thanks to all that mask wearing and hand sanitizing.
Given the utter lack of useful long term planning demonstrated by Tokyo Governor Yuriko Koike, the most likely course of action will be: attempting real fines for restaurants, bars, etc. that don’t follow SOE requests. Good luck with that.
XIANYOU’s blog post outlining adventures getting Xiaomi Redmi Note 8 NFC to work correctly, is an excellent reminder that Apple Pay does a great service by hiding NFC setting nonsense from iPhone customers. I mean really, is it the user’s job to figure out the ‘secure element position’? Bottoms up. The essential thing is that Google Pay doesn’t play out of the box:
As it turns out, this was because the default NFC processing behavior configuration on the phone was not one that Google Pay supported on my Redmi Note 8 Pro (or at this moment, possibly any non-Pixel 3+ phones).
Xiaomi announced a new smartphone for Japan, the Redmi Note 9T for sale exclusively through SoftBank. The model is the first Xiaomi device in Japan with Mobile FeliCa support and like Huawei Mobile FeliCa support is limited to carrier models only. There was some interesting Twitter discussion between Junya Suzuki and Junya Ishino regarding the latter’s article which had some Redmi Note 9T FeliCa details.
For the Redmi Note 9T Japan model Xiaomi bought a FeliCa chip and modified the 9T antenna and body design to accommodate it. A customized model just for Japan. Xiaomi did not go the custom embedded Secure Element route like Apple, Samsung and Huawei but saw a business opportunity with an exclusive SoftBank deal to recoup development costs and make money. The low price makes Redmi Note 9T one of the cheapest Osaifu Keitai Android devices sold in Japan. It also illustrates the piecemeal Android hardware business approach and why Global NFC is still pipe dream for Android users.