iphone-5sJapanese carrier NTT DoCoMo sustained a record loss of 66,800 subscribers for the month of September, with the drop attributed to a lack of stock of the new iPhone 5s, reports Reuters. Rival Japanese carriers Softbank and KDDI saw gains of 270,700 and 232,700 subscribers respectively, according to Bloomberg, with all three carriers offering the iPhone 5s free on contract through special promotions.

DoCoMo attributed the subscriber loss to customers who delayed purchases until after Apple’s new mobiles went on sale Sept. 20 and insufficient stock of those handsets, said Atsuko Suzuki, a company spokeswoman. Rival carriers’ marketing strategies also hurt sales, she said.

Notably, the avaliability of the new iPhone 5s and lower-cost iPhone 5c through DoCoMo marks the first time that Apple's mobile phones have been offered on the carrier, coming after a July report pointed to a loss of 3.2 million users over the last four and a half years as the carrier did not have a deal with Apple to offer the iPhone. However, a report in early September indicated that the carrier would finally offer the iPhone following comments from DoCoMo CEO Kazuto Tsubouchi citing “compelling reasons” to reach a deal.

Avaliability of the iPhone 5s has remained extremely tight throughout the world since its release last month, with Apple relaunching an in-store pickup option for U.S. online orders just last week. The company also continues to quote "October" shipping estimates for online orders in countries where the iPhone 5s has launched, suggesting that Apple is still experiencing some uncertainty about how quickly it will be able to meet demand.

Top Rated Comments

161 months ago
Thats hardly Japan-specific. Existing custumers are treated like dirt everywhere.
Score: 15 Votes (Like | Disagree)
mavis Avatar
161 months ago
I'm sure it has absolutely nothing to do with the fact that here in Japan, new customers are given preferential treatment in terms of both pricing and handset availability. :rolleyes:

Of course they're losing more customers than the competition - they have a larger subscriber base to bleed! If carriers here would treat existing customers better, there probably wouldn't be so much churn.
Score: 9 Votes (Like | Disagree)
BC2009 Avatar
161 months ago
DoCoMo's mistake was waiting this long to offer the iPhone. They insisted that they would not release a smartphone without their own apps pre-installed. Apple told them where to stick it until they came back and agreed to Apple's terms. But now it was probably too little too late for iPhone 5s production. New carriers to iPhone always get less stock than existing carriers (look at Sprint and T-Mobile in the USA compared to AT&T and Verizon).

In Japan, being the first with a new tech gadget is a huge status symbol because the Japanese are largely a culture of tech enthusiasts. If NTT DoCoMo is out of stock, but Softbank or KDDI have a store across the street and they have stock then why wouldn't somebody switch?

The iPhone is not going boost NTT DoCoMo's sales because their competitors already have it. Getting the iPhone on NTT DoCoMo is going to be about slowing and reversing the losses of subscribers in the long term. Just imagine how big those subscriber losses would have been without the iPhone on DoCoMo.
Score: 7 Votes (Like | Disagree)
161 months ago
Thats hardly Japan-specific. Existing custumers are treated like dirt everywhere.

Yup, oh you been a customer with AT&T for 10+ years. You now have to pay $36 to upgrade instead of the original $18.

Oh, you are a new customer to AT&T. We'll waive the activation fee for you!
Score: 6 Votes (Like | Disagree)
the8thark Avatar
161 months ago
Thats hardly Japan-specific. Existing custumers are treated like dirt everywhere.
I think this is the answer. it's almost better to choose a new carrier each time you get a new iPhone. To have the new user bonus always.
Score: 6 Votes (Like | Disagree)
161 months ago
The mountains and dense cities in Japan complicate it.
Would not surprise me if they have as many cell nodes as third of USA.

I was interested about this, and had a quick check.
According to this link (http://www.statisticbrain.com/cell-phone-tower-statistics/) the US has 190,000 cell phone towers.

According to this link (http://www.thenewecologist.com/2011/07/solar-power-for-tower-cells/) (in 2011) Docomo alone had 90,000.

I would guess that Softbank has around 70,000 and KDDI has about 60,000 (purely a guess on these numbers..I couldn't find any info.)

The US is obviously far bigger geographically (and about 3 times the population), but the vast majority of Japanese live within 3 hours of a mountain. The close proximity of the buildings too (relative to the US) probably necessitate a denser cell tower network.

Almost every part of Japan (particularly on Honshu) is covered by cell phone reception.
Score: 1 Votes (Like | Disagree)

Popular Stories

maxresdefault

Apple Shows Off a Key Reason to Upgrade to the iPhone 17

Saturday February 7, 2026 9:26 am PST by
Apple today shared an ad that shows how the upgraded Center Stage front camera on the latest iPhones improves the process of taking a group selfie. "Watch how the new front facing camera on iPhone 17 Pro takes group selfies that automatically expand and rotate as more people come into frame," says Apple. While the ad is focused on the iPhone 17 Pro and iPhone 17 Pro Max, the regular iPhone...
m5 macbook pro deal

Why You Shouldn't Buy the Next MacBook Pro

Tuesday February 10, 2026 4:27 pm PST by
Apple is planning to launch new MacBook Pro models as soon as early March, but if you can, this is one generation you should skip because there's something much better in the works. We're waiting on 14-inch and 16-inch MacBook Pro models with M5 Pro and M5 Max chips, with few changes other than the processor upgrade. There won't be any tweaks to the design or the display, but later this...
iOS 26

Apple Releases iOS 26.3 and iPadOS 26.3

Wednesday February 11, 2026 10:07 am PST by
Apple today released iOS 26.3 and iPadOS 26.3, the latest updates to the iOS 26 and iPadOS 26 operating systems that came out in September. The new software comes almost two months after Apple released iOS 26.2 and iPadOS 26.2. The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. According to Apple's release notes, ...
apple wallet drivers license feature iPhone 15 pro

Apple Says These 7 U.S. States Plan to Offer iPhone Driver's Licenses

Monday February 9, 2026 6:24 am PST by
In select U.S. states, residents can add their driver's license or state ID to the Apple Wallet app on the iPhone and Apple Watch, and then use it to display proof of identity or age at select airports and businesses, and in select apps. The feature is currently available in 13 U.S. states and Puerto Rico, and it is expected to launch in at least seven more in the future. To set up the...
Apple Logo Zoomed

Apple Expected to Launch These 10+ Products Over the Coming Months

Tuesday February 10, 2026 6:33 am PST by
It has been a slow start to 2026 for Apple product launches, with only a new AirTag and a special Apple Watch band released so far. We are still waiting for MacBook Pro models with M5 Pro and M5 Max chips, the iPhone 17e, a lower-cost MacBook with an iPhone chip, long-rumored updates to the Apple TV and HomePod mini, and much more. Apple is expected to release/update the following products...