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The troubled “ Rakuten '' 2019-troubles caused by the entry of mobile phones, threat of Yahoo-LINE integration

In 2019, Rakuten is a mobile phone business newly entered through Rakuten Mobile under its umbrella, and delays in infrastructure development and troubles since the start of services have caused a reduction in trust. Also, Yahoo and LINEManagement integrationAs a result, the domestic Internet business is going to be under great threat. I would like to look back on Rakuten, which focuses on mobile, in 2019, and reconfirm the issues facing the company.

Mr. Mikitani speaking at "Rakuten Optimism 2019". Rakuten has continued to be bullish, but it has been a tough year, especially for new entrants in the mobile phone business.

Mr. Mikitani speaking at "Rakuten Optimism 2019". Rakuten has continued to be bullish, but it has been a tough year, especially for new entrants in the mobile phone business.

Rakuten Mobile's bullish attitude changes immediately before service launch

The most important point in reviewing Rakuten's 2019 is the mobile phone business of Rakuten Mobile, which has also made a new entry. Since acquiring a 4G spectrum license in 2018, Rakuten has been very bullish on the mobile phone business until just before its entry in 2019.

象 The symbol of this is the appeal of the superiority of the network. Rakuten Mobile, taking advantage of its position of entry from the ground up, has stated that it will adopt the "Network Virtualization [NFV] technology" that realizes mobile phone network equipment with general-purpose hardware and software for the first time in the world. Exhibited at MWC 2019 in Barcelona, ​​Spain in February 2019, Hiroshi Mikitani, Chairman and President of Rakuten, declares the initiative as the Apollo plan in the mobile phone industry And so on.

Rakuten exhibited at MWC Barcelona 2019 for the first time in February 2019. Rakuten Mobile CTO Tarek Amin was appealing for a network that fully adopted NFV

Rakuten exhibited at MWC Barcelona 2019 for the first time in February 2019. Rakuten Mobile CTO Tarek Amin was appealing for a network that fully adopted NFV

On the other hand, Rakuten Mobile will be a completely new entrant, so it will take time to develop areas throughout the country. For this reason, a policy was set up to partner with KDDI in 2018 and cover areas outside the area with roaming with KDDI until 2026, but for lack of a place or know-how to lay a base station There were many voices of concern.

不安 And on August 9, 2019, anxiety will hit. At the financial results briefing held on the same day, Mr. Mikitani said that he is thinking of doing Rakuten Mobile's service by hop step jump, and instead of soliciting contracts extensively from the beginning of the service, Initially, the company launched a small-scale service and gradually expanded its use.

Mr. Mikitani explained that the reason was that it was the world's first network to fully introduce NFV, and that it wanted to carefully examine it. However, since then, Rakuten Mobile has been unable to successfully install base stations, and has received guidance from the Ministry of Internal Affairs and Communications three times in March, July, and August 2019. It has become clear that delays in base station development are a major cause of delays in starting services.

Rakuten Mobile's commercial service is currently limited to 5,000 people, but it is believed that the delay in base station development, which received guidance from the Ministry of Internal Affairs and Communications three times, has been greatly affected.

Rakuten Mobile's commercial service is currently limited to 5,000 people, but it is believed that the delay in base station development, which received guidance from the Ministry of Internal Affairs and Communications three times, has been greatly affected.

In addition, Rakuten Mobile announced the content of the commercial service on September 6, 2019, less than a month after the service started in October 2019. Until March 2020, the content announced was a substantive test service, recruiting 5,000 "Free Supporter Program" members and providing free services only to those members. From that, he called for many disappointments.


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