Access Co., Ltd. · TSE:4813

Access — Investor Presentation (September 2003)

24 slides from Access's investor presentation, Sep 19, 2003

  1. Slide 1: ACCESS 2004年1月期 中間会社説明会資料

    ACCESS 2004 1 2 ACCESS 2003 9 19

  2. Slide 2: Copyright ©2003 ACCESS.CO.,LTD.

    • • Copyright ©2003 ACCESS.CO.,LTD. 1

  3. Slide 3: ACCESS Break-Even 3G

    • ACCESS 9,880 253 2003 8 • Break-Even • • 3G Copyright ©2003 ACCESS.CO.,LTD. 2

  4. Slide 4: Copyright ©2003 ACCESS.CO.,LTD.

    Copyright ©2003 ACCESS.CO.,LTD. 3

  5. Slide 5: Copyright ©2003 ACCESS.CO.,LTD.

    Copyright ©2003 ACCESS.CO.,LTD. 4

  6. Slide 6: Copyright ©2003 ACCESS.CO.,LTD.

    ( ) ( 8 ) Copyright ©2003 ACCESS.CO.,LTD. 5

  7. Slide 7: Quarterly trend Q1/01 to Q2/03

    2,500 100.0 92.5 90.0 2,000 80.0 71.3 70.3 70.0 58.7 64.0 1,500 59.7 58.9 60.0 53.1 51.3 50.0 1,000 40.0 34.3 30.0 500 20.0 10.0 0 0.0 Q1/01 Q2/01 Q3/01 Q4/01 Q1/02 Q2/02 Q3/02 Q4/02 Q1/03 Q2/03 Copyright ©2003 ACCESS.CO.,LTD. 6

  8. Slide 8: NetFront

    NetFront 95 96 97 98 99 00 01 02 03 NetFront NetFront NetFront NetFront NetFront v3.1 1.0 2.0 2.5 / 2.6 v3.0 Smart Fit Rendering NetFront Multimedia for Auto Extension etc Car Navigation Compact Compact Profile NetFront NetFront 1.0 2.0 Wireless Profile Compact NetFront PDA Profile Plus DTV Profile

  9. Slide 9: Copyright ©2003 ACCESS.CO.,LTD.

    Copyright ©2003 ACCESS.CO.,LTD. 8

  10. Slide 10: FOMA

    FOMA 2003 6 2004 3 FOMA TV W-CDMA/PDC HSDPA FY2003 1st FY2003 2nd 98cc(N2102V) 2701 / 310 240 (F2102V) TV PDC I 384kbps PC TV W-CDMA/GSM UIM 91% 93% 99% 150 200 1,600 ( ) NTT DoCoMo Copyright ©2003 ACCESS.CO.,LTD. 9

  11. Slide 11: EV-DO

    EV-DO 64Kbps 144Kbps 2Mbps KDDI cdma One cdma 1x 1x EV-DO WAP WAP2.0 narrow-band broad-band 1998/7/14 2002/4/1 2003/ KDDI Copyright ©2003 ACCESS.CO.,LTD. 10

  12. Slide 12: KPN / e-Plus i-mode carriers worldwide

    KPN/ e- Plus April/02 7.4M China H3G AT&T Mobile Mar/03 Bouygues Wireless China Dec/02 DoCoMo 0.5M Nov/02 April/02 Unicom 100M FOMA 6M 20M Telefonica Aug/03 (44M) Sprint KGT June/03 BASE 70M PCS June/02 18M Oct/02 Aug/02 Vodafone (3.8M) 1.1M 19M Wind Dec/02 Dec/03 120M 8.7M Telcel May/03 4M HP 2003

  13. Slide 13: ACCESS Systems America

    US • AT&T Wireless mMode • Sprint • Handspring Blazer 3.0 (R) • Qualcomm ACCESS Systems America Copyright ©2003 ACCESS.CO.,LTD. 12

  14. Slide 14: ACCESS Systems Europe

    ACCESS Systems Europe i-mode JAVA • Telefonica GPRS i-mode NEC N341i Java i-mode ACCESS Systems Europe • (KPN e-plus Bouygues Telefonica KGT Wind) Huthcson 3G UK 3G • NEC e606 e808 (W-CDMA ) CDMA GPRS • FOMA KDDI CDMA Vodafone NOKIA Copyright ©2003 ACCESS.CO.,LTD. 13

  15. Slide 15: ACCESS China

    ACCESS China China Unicom • CDMA X MMS 19 • China Unicom U-Java ACCESS China Java China Mobile NetFront • 1 •Amoi Mobile 2004 1Q Copyright ©2003 ACCESS.CO.,LTD. 14

  16. Slide 16: i-mode carriers and handset makers

    i-mode KPN ( ) NEC E-Plus ( ) BASE ( ) KGT ( ) Samsung Bouygues Telecom ( ) Telefonica ( ) AT&T Wireless ( ) Wind ( ) H3G Group (3G) NEC Vodafone Group (GPRS 2002-2003) Panasonic China Mobile (GPRS 2002-2003) Panasonic / Amoi Mobile CDMA Group Sprint PCS (CDMA 1x) Bell South Group (CDMA 1x) GTRAN Mo

  17. Slide 17: NTTDoCoMo KDDI PC

    2003 02 46.4% 02 12.4% NTTDoCoMo KDDI 02 17.3% 02 11.1% 6 50.1% 02 518.4% 02 156.7% PC Copyright ©2003 ACCESS.CO.,LTD. 16

  18. Slide 18: Copyright ©2003 ACCESS.CO.,LTD.

    Copyright ©2003 ACCESS.CO.,LTD. 17

  19. Slide 19: 3G ACCESS 4Q

    • 3G ACCESS ( ) 4Q • • 2004 • 10 Telecom2003( ) 1 Copyright ©2003 ACCESS.CO.,LTD. 18

  20. Slide 20: i-mode EV-DO Digital TV

    i-mode i-mode 1,500 700 800 FOMA FOMA 200 1,000 i-mode 350 500 EV-DO 700 Digital TV Copyright ©2003 ACCESS.CO.,LTD. 19

  21. Slide 21: Copyright ©2003 ACCESS.CO.,LTD.

    Copyright ©2003 ACCESS.CO.,LTD. 20

  22. Slide 22: FOMA Car Navi Digital Camera

    2003 8 9,880 FOMA Car Navi Digital Camera Digital TV L-mode 253 ez@mail i-mode PDA Dream Cast 1998 1999 2000 2001 2002 2003 Copyright ©2003 ACCESS.CO.,LTD. 21

  23. Slide 23: Device adoptions of NetFront

    2 NEC NEC NEC NEC FOMA N2102V FOMA F2102V N505i D505i F505i i N341i AT&T Wireless mMode 515 Handspring Treo 600 PEG-NX80V PEG-UX50 2 NTT L J.LEAGUE IDT-LFL1 3 Copyright ©2003 ACCESS.CO.,LTD. 22

  24. Slide 24: News release list

    03/06/05 Hutchison 3G UK 3G 3 NEC 03/06/06 FOMA(R) FOMA mova (R) FOMA N2701 03/06/13 NetFront (R) NINTENDO GAMECUBE (R) 3 TM 03/06/13 (R) AVE-TCP for NINTENDO GAMECUBE (R) 03/06/20 NetFront(R) v3.1 Smart Fit Rendering OMA DRM 03/06/27 NetFront (R) PlayStation(R)2 J. LEAGUE 3 03/06/30 ACCESS i 03/06/

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