Access Co., Ltd. · TSE:4813
Access — Q3 FY2004 Earnings Presentation
34 slides from Access's earnings presentation, Dec 19, 2003
Slide 1: ACCESS
ACCESS 2004 1 3 ACCESS 2003 12 19
Slide 2: Copyright ©2003 ACCESS.CO.,LTD.
• • Copyright ©2003 ACCESS.CO.,LTD. 1
Slide 3: Q3 highlights
• FOMA 1 3Q • • 3G • ACCESS 10,883 267 2003 10 Copyright ©2003 ACCESS.CO.,LTD. 2
Slide 4: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 3
Slide 5: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 4
Slide 6: ACCESS technology evolution
ACCESS UP ECMAscript, DOM IrDA SMIL, SVG, PDF Java 3D Polygon SSL JPEG WAP2.0 + Alpha Color Ringer tone C-HTML Mega Pixel GIF Flash i-mode Video TV @Mail Global 3G (KDDI) i-mode FOMA 1999 2000 2001 2002 2003 Copyright ©2003 ACCESS.CO.,LTD. 5
Slide 7: Position
Position FOMA DoCoMo i-mode FOMA UP Position Copyright ©2003 ACCESS.CO.,LTD. 6
Slide 8: ui-mode FOMA UP
UP BB ui-mode FOMA UP uFOMA 100 u uSMIL Player UP u UP u Vodafone Copyright ©2003 ACCESS.CO.,LTD. 7
Slide 9: JAVA, OS, FLASH, PDF Reader
2003 1 JAVA OS PDF Reader FLASH Copyright ©2003 ACCESS.CO.,LTD. 8
Slide 10: SMIL
2003 1 TV SMIL TV 1:1 communication / interactive Mail attachment Text Photo Video Narrow Band Web on demand Wide Band SMIL synchronization 1:n presentation / auto play Copyright © 2003 ACCESS.CO.,LTD. 9
Slide 11: EV-DO SMIL Player
EV-DO SMIL Player u SMIL Player AP Contents uSMIL u u SMIL u SMIL =Synchronized =Synchronized Multimedia Multimedia Integration Integration Language Language SMIL SMIL NetFront v3.1 Player for KDDI Copyright ©2003 ACCESS.CO.,LTD. 10
Slide 12: FOMA handset trends
FOMA FOMA FOMA FOMA FOMA 2003 6 FY2003 2Q FY2003 3Q FY2003 4Q FOMA TV FY2003 1s t FY2003 2nd HSDPA F2102V N2102V Over 50X Spec 2005 FeliCa 300 800M/2G PDC WCDMA/GSM i GPRS i PCMCIA F2402 CF P2402 PC PC 91% 93% 97% 98% 99% 150 200 300 800 1600 1,60 ( ) NTT DoCoMo Copyright ©2003 ACCESS.CO.,LTD. 11
Slide 13: CDMA 1x WIN
CDMA 1x WIN 1x EV-DO 03.11.28 04.3 04 70 80 90 60% 70% WIN CDMA2000 1x/cdmaOne 2003 11 KDDI Copyright ©2003 ACCESS.CO.,LTD. 12
Slide 14: ui-mode and FOMA
ui-mode ui-mode FOMA FOMA u u 3G 3G UP UP FOMA DoCoMo i-mode DoCoMo CDMA CDMA1x au FOMA UP FOMA1000 Mail+SMIL UP Copyright ©2003 ACCESS.CO.,LTD. 13
Slide 15: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 14
Slide 16: Focus Point
Focus Point • China Unicom, China Mobile, China Telecom, China Netcom • China Unicom Position CDMA • i-mode • Vodafone Nokia Player • Qualcomm CDMA • Copyright ©2003 ACCESS.CO.,LTD. 15
Slide 17: Global carrier subscribers
KPN/e-Plus April/02 China 14.2M Telecom H3G 133M AT&T Mar/03 Bouygues China Wireless 0.5M Nov/02 China Mobile April/02 5.6M Unicom Dec/02 22M Telefonica Sprint Aug/03 137M DoCoMo June/03 BASE PCS 78M FOMA 19M Oct/02 (44M) Aug/02 1.1M Vodafone 20M Wind Dec/02 Dec/03 125M KGT 10M Cosmote Aug/04 June/0
Slide 18: ACCESS China
ACCESS China China Unicom • MMS Samsung, Motorola, LG 21 China Unicom U-Java Java • China Unicom TCL Mobile Communication ACCESS China MMS China Mobile • 1 • Amoi Mobile 2004 1Q China Telecom, China Netcom • UTStarcom PAS Personal Access System MMS Little Smart 2 Copyright ©2003 ACCESS.CO.,LTD. 17
Slide 19: CDMA market
CDMA CDMA CDMA CDMA brew brew +JAVA+ +SMIL CDMA 164 CDMA2000 58 2.6 29.6 W-CDMA 2 63.1 CDMA2000 68.9 98 CDG 2003.6 3G Today 2003.8 EV-DO China Unicom Copyright ©2003 ACCESS.CO.,LTD. 18
Slide 20: ACCESS Systems Europe
ACCESS Systems Europe i-mode JAVA • KPN, e-plus, Bouygues, Telefonica, KGT Wind, Cosmote • Panasonic, Samsung, Vitelcom ACCESS Systems Europe • KPN 40 Bouygues 26 100 9 Vodafone Nokia CDMA GPRS • FOMA KDDI CDMA Telecomm2003 Copyright ©2003 ACCESS.CO.,LTD. 19
Slide 21: ACCESS Systems America
ACCESS Systems America • Sprint, Palm, AT&T • Qualcomm • ACCESS Systems America Copyright ©2003 ACCESS.CO.,LTD. 20
Slide 22: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 21
Slide 23: Matrix Management
ll ll ll ll ll u u Matrix Management Matrix Management Copyright ©2003 ACCESS.CO.,LTD. 22
Slide 24: ASA
2003 1 l l ASA l l Copyright ©2003 ACCESS.CO.,LTD. 23
Slide 25: l l l
l l l Copyright ©2003 ACCESS.CO.,LTD. 24
Slide 26: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 25
Slide 27: ACCESS
w w Java NetFront = Net Front ACCESS etc Java Native Copyright ©2003 ACCESS.CO.,LTD. 26
Slide 28: NetFront architecture
NetFront Java Plug-in Interface 3rd Party ACCESS Java Java SMIL Java Java Net Flash FlashPlayer Player Java Java Real RealPlayer Player -- HTML, HTML, XHTML XHTML or MMS ACCESS -- CSS CSS PDF -- DOM, DOM, ECMAScript ECMAScript PDFReader Reader Java Java -- SMIL, SMIL, SVG SVG VM VM MEG4 MEG4 …… (JV-
Slide 29: NetFront
NetFront= i Java Java M-IMAP,i-mode Plugin Java -Flash SMIL Editor -MPEG4 MPEG4 SMS -3D polygon Java -Real A/V 3D 3 HTML/XHTML MMS -Adobe Reader VM SMIL etc JV-Lite) SVG Mail Library Window System API/SSL/TLS/HTTP Adobe PDF Wireless IrOBEX SMTP/ WAP1.x TCP/IP M-IMAP IrDA POP3 Stack (WAP 2.0) Bluetoo
Slide 30: Focus Point
Focus Point u u TV u 1,000 u Copyright ©2003 ACCESS.CO.,LTD. 29
Slide 31: Copyright ©2003 ACCESS.CO.,LTD.
Copyright ©2003 ACCESS.CO.,LTD. 30
Slide 32: Product adoption history
2003 10 10,883 FOMA Car Navi Digital Camera Digital TV L-mode 267 ez@mail i-mode PDA Dream Cast 1998 1999 2000 2001 2002 2003 Copyright ©2003 ACCESS.CO.,LTD. 31
Slide 33: Handset adoptions
3 Motorola Samsung NEC China Unicom China Unicom NTT DoCoMo D505iS NTT DoCoMo N252i NTT DoCoMo F672i CDMA 1x V860 CDMA 1x SCH339 KDE-P50HZ1 au CASIO KDDI CDMA 1x KDDI CDMA 1x KDDI CDMA 1x KDDI CDMA 1x WIN 3 INFOBAR A5401CA A5306ST W11H Copyright ©2003 ACCESS.CO.,LTD. 32
Slide 34: Recent news and releases
03/09/12 NetFront 03/09/22 TCL 03/09/25 Palm PDA Tungsten C 03/09/26 Fast 50 21 03/09/29 PHS 03/10/01 ACCESS IBM ACCESS IBM 03/10/06 Handspring Treo 600 Orange 03/10/10 PalmOS 10 03/10/10 NetFront 1 03/10/14 IrDA IrFront(R) IrFront(R) H8S Trial Kit LSI H8S IrFront 03/10/22 KDDI au CDMA 1X WIN SMIL P