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On December 18, NTT Docomo announced the “5G Gigaho Premier”, which is a price cut from the existing “5G Gigaho”. The monthly fee, which was 7,650 yen, was reduced by 1,000 yen to 6,650 yen. The capacity limit, which used to be 100 GB, is now “unlimited”.
Upon seeing this announcement, a rival career official said, “I think for NTT Docomo it is very important to reduce the price by 1000 yen.”
Another operator said: “If you do it correctly, there is no doubt that sales will decline. It may be possible to fill the gap in sales by stealing customers from other companies.”
DoCoMo has not disclosed the expected decline in sales due to this price cut. However, the plan for the number of 5G smartphone subscribers is to reach 2.5 million by the end of March 2021. In such circumstances, the ratio of “Gigaho” contracts among 5G smartphone subscribers is said to be 40%.
In other words, if the number of 5G users increases as planned by the end of March next year, the monthly price will be reduced by 1000 yen by 40% from 2.5 million, that is, 1 million contracts. DoCoMo is slashing prices not only on 5G but on 4G as well, and the amount of decline in sales is expected to increase further.
Of course, in addition to Gigaho’s price cut, “ahamo” with a 2980 yen monthly fee will start from March 2021. At 20GB, it is a capacity that many people can be satisfied with. If the people who used to wear gigaho, etc. are changed to “ahamo”, it will be a factor to reduce sales again.
DoCoMo has carried out a bold price cut under pressure from General Affairs Minister Ryota Takeda. In the future, it seems that “ahamo” will focus on robbing users of KDDI, Softbank, Rakuten Mobile and cheap smartphones.
After all, it’s 20GB for 2,980 yen a month, and there’s a great sense of security that “NTT Docomo will launch an infinitely sub-brand-like rate plan.” For cheap smartphone and Rakuten Mobile users who have already experienced online contracts, it seems that “ahamo” can be changed without any difficulty even if it is only accepted online.
Unlimited capacity for +1500 yen The temptation of “5G Gigaho Premier”
The next step for DoCoMo is to expand the 5G area. If 5G can be used in the city, the amount of data flowing to the smartphone will naturally increase. Since tethering can be used free of charge, the need to “connect to the Internet using a personal computer while traveling” will increase.
Unlike the KDDI and Softbank sub-brands, “ahamo” can also be used on 5G smartphones. As 5G gets a lot of data flowing, more and more people will say that “20GB is not enough.”
Therefore, NTT Docomo should push “5G Gigaho Premier”. The starting price for 5G Gigaho Premier is 6650 yen, but if “Docomo Discount for all (3 lines or more)”, “Discount for Docomo Hikari bundle” and “Discount for payment by d card” apply, it will drop to 4480 yen.
From ahamo users, it seems that more and more people will want to switch from ahamo to 5G Gigaho Premier, asking, “If I pay another 1500 yen, will it be unlimited from 20GB?” NTT DoCoMo will make an appeal such that “5G Gigaho Premier is better than ahamo” to reduce the decline in sales as much as possible.
Opportunity for docomo Shop
Since December 3, when “ahamo” was announced, posters promoting “ahamo” have been posted in the docomo store. According to other airline officials, “ahamo will start in March 2021, but at the docomo shop, it is already new with the hint that” I should subscribe to NTT Docomo now and switch to ahamo in March. “They seem to have acquired contractors. “.
Probably after March 2021, when a user who wants to switch to ahamo visits a docomo store, “ahamo is only online and the procedure is problematic. 5G Gigaho Premier is a bit more expensive than ahamo, but in-store support too it’s substantial. ” I think we will sell the 5G Gigaho Premier with the hint that it can be used with peace of mind.
There are some concerns that if people who want to sign up for ahamo rush to the docomo store, the store will sell out, but instead, “let the customers who come for ahamo sign up for 5G Gigaho Premier.” You can think of it as an “opportunity”.
There are also weaknesses in “ahamo” that the email address cannot be used and that the “Minna Docomo Discount”, which is a multi-line discount, does not apply. By carefully explaining these weaknesses to users, it will be possible to contract a “5G Gigaho Premier”.
First of all, many of the customers who come to the docomo store are already on the docomo line for the whole family. For these people, there is no doubt that the reduction in the number of multi-line discounts will be negative.
In the case of docomo, the amount of data used tends to be less than that of the users of other operators. Sales will continue to decline for the time being due to the introduction of “ahamo” and “5G Gigaho Premier”, but as the number of 5G smartphone users increase, increase the amount of data used and switch to “5G Gigaho Premier” as a result from “ahamo”, It seems that we will recover benefits.
Relationship
・ Docomo announces “5G Gigaho Premier” and “Gigaho Premier”
・ Docomo announces a new “ahamo” price of 2,980 yen for 20 GB.
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