Access Co., Ltd. · TSE:4813
Access — Investor Presentation (September 2007)
22 slides from Access's investor presentation, Sep 14, 2007
Slide 1: ACCESS
2008 1 ACCESS 2007 9 14 Copyright © 2007 ACCESS CO., LTD. All rights reserved.
Slide 2: Copyright © 2007 ACCESS CO., LTD. All rights reserved.
Copyright © 2007 ACCESS CO., LTD. All rights reserved. 1
Slide 3: Copyright © 2007 ACCESS CO., LTD. All rights reserved.
Copyright © 2007 ACCESS CO., LTD. All rights reserved. 2
Slide 4: Key initiatives and results
24 24 24 1. ASA PSI) • 4 • 237 77 • 2. • X 49 • B/S) 50 • • 3. • 3 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 9 24 2007 3 23 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 3
Slide 5: ALP and ASA/PSI initiatives
1. | Q1 ASA PSI 1. ASA PSI) ALP Q1 Q2 Q3 Q4 77 77 33 ASA ASA 44 HQ ALP IP SVP (General Admin) Global COO SVP (Sales & Marketing) Kendall VP (R&D) CEO Cacioppo VP (Engineering) CTO Office Global CFO Diaz VP (PSM) HQ Global R D R&D ALP Operator Ver2 HQ Copyright © 2007 ACCESS CO., LTD. All rights rese
Slide 6: ALP-related plan and figures
2. A) z z B) z 2. Q1 Q2 Q3 Q4 35% 35% 53.3 53.3 54.9 54.9 54.9 54.9 262 262 330 330 330 330 330 330 71 71 71 71 71 71 71 71 60 60 132 132 162 162 162 162 6 ) HQ HQ HQ 5 HQ 5 / Phase1 HQ ) 5 ALP / Phase2 ) 6 HQ / Phase3 ) Q2 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 12 24 2007 3 23 Copyr
Slide 7: Copyright © 2007 ACCESS CO., LTD. All rights reserved.
| 2007 75 79 88 93 100 107 114 121 52 64 82 93 93 116 106 103 23 15 6 0 7 -9 8 18 | Copyright © 2007 ACCESS CO., LTD. All rights reserved. 6
Slide 8: 1seg/3seg mobile TV
S B 1. 1seg/3seg 2. 1seg/3seg 1seg/3seg z z S S 1seg/3seg 1seg/3seg 33 20 20 1seg/3seg ACCESS 2007 12 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 8 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 10 605 220 826 54 155 209 1,036 101 604 705 0 0 0 705 707 825 1,532 54 155 209 1,742 C
Slide 9: ACCESS - IPI
3. A) B) ACCESS – IPI 3. Q1 Q2 Q3 Q4 ASA ASA IPI IPI ALP ASA, ASE, ASC ASA, ASE, ASC R&D ASA ASF HQ ASA HQ ASF AS ASC ASC Copyright © 2007 ACCESS CO., LTD. All rights reserved. 8 NRE 24 2007 3 23 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 8
Slide 10: Level 1 / Level 2 / Level 3
1 2 Level 1: Level 2: Level 3: Copyright © 2007 ACCESS CO., LTD. All rights reserved. 9
Slide 11: ACCESS product roadmap
HQ 23 1H 23 2H 24 1H 24 2H 37 55 33 75 23 92 24 108 ACCESS ACCESS NetFront (Web2.0, Ajax ) - Sync Server - RSS Server Browser v3.5 Casting, Content Delivery) Naraworks RSS Client JV (OAT) + IMS DTV + - PDF SIP, VoIP Mail Java Sync Browser End-to-end Browser Msg JSRs Client Docs 1/3 … Viewer Push-to-
Slide 12: Copyright © 2007 ACCESS CO., LTD. All rights reserved.
Copyright © 2007 ACCESS CO., LTD. All rights reserved. 11
Slide 13: NetFront and ALP initiatives
| • 1seg • NetFront Browser Widgets | ALP • Orange • | DLNA • DLNA NetFront Living Connect | NGN • IP Infusion Fujitsu Lab America Copyright © 2007 ACCESS CO., LTD. All rights reserved. 12
Slide 14: Orange
Orange Orange ACCESS Linux Platform Orange Signature strategy 92,600,000 Orange December 2006 ALP The world's 7th largest mobile network operator | ALP Orange | ACCESS Orange mobile services | ACCESS Orange Copyright © 2007 ACCESS CO., LTD. All rights reserved. 13
Slide 15: ALP
ALP | ALP v1 Fingertouch | PDK (Product Development Kit) | SDK | Orange | Garnet VM (Garnet OS ) 42 Palm Community | | Orange (Florida, ) Developer Day Glade3 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 14
Slide 16: ALP global development sites
ALP Nanjing (China) Seoul (Korea) Tokyo (Japan) Implementation - Some applications - Localization - Applications - CODECs - JAVA (OKI ACCESS Technologies) - MultiMedia - Browser Core - QA - QA Oberhausen (Germany) Beijing (China) Paris (France) Shanghai (China) San Jose, CA (USA) Taipei (Taiwan) Sun
Slide 17: Appendix
Appendix: Copyright © 2007 ACCESS CO., LTD. All rights reserved. 16
Slide 18: Cumulative shipments (10,000 units)
4 4000 10,000 units 4 4000 ( 3 7000 ) 1233 ( 898 ) 2001 2002 2003 2004 2005 2006 2007 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 17
Slide 19: FOMA 704i and au 3G handsets
2007 au FOMA 704i 3G 1000 8 (7/4) 500 (8/16) (8/13) Copyright © 2007 ACCESS CO., LTD. All rights reserved. 18
Slide 20: Samsung NetFront handsets
Samsung NetFront SGH-A501 SGH-A701 SGH-A706 SGH-A707 SGH-D520 SGH-D800 SGH-D808 SGH-D830 SGH-D838 SGH-D840 SGH-D848 SGH-E570 SGH-E770 SGH-E778 SGH-E860V GSM GSM GSM GSM 3G SGH-E870 SGH-E878 SGH-E900 SGH-E908 SGH-P310 SGH-P318 SGH SGH SGH SGH-P930 SGH-P940 SGH-S341i SGH-S342i SGH-S400i P900 P910 P920
Slide 21: Sony Ericsson NetFront handsets
Sony Ericsson NetFront • Walkman™ music phones (Walkman® player, Multimedia software, 2 MP camera) • W200i/c Triband Q2/07 • W300i/c Triband Q2/06 • W550i/c Triband Q4/05 • W580i/c Quadband+Edge Q3/07 • W600i/c Quadband+Edge Q4/05 W200i/c W300i/c W550i/c W580i/c W600i/c W610i/c W660i W710i/c W810i/c
Slide 22: NetFront
NetFront NetFront TV PC Copyright © 2007 ACCESS CO., LTD. All rights reserved. 21