Access Co., Ltd. · TSE:4813

Access — Q1 FY2008 Earnings Presentation

22 slides from Access's earnings presentation, Jun 18, 2007

  1. Slide 1: ACCESS 2008年1月期 第1四半期 会社説明会

    2008 1 ACCESS 2007 6 18 Copyright © 2007 ACCESS CO., LTD. All rights reserved.

  2. Slide 2: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    „ „ Copyright © 2007 ACCESS CO., LTD. All rights reserved. 1

  3. Slide 3: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    Copyright © 2007 ACCESS CO., LTD. All rights reserved. 2

  4. Slide 4: 1. ASA PSI)

    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

  5. Slide 5: 1. ASA PSI)

    1. ASA PSI) 1. ASA PSI) Q1 Q2 Q3 Q4 • 77 77 33 ASA ASA 44 • SVP (General Admin) • CEO Global COO SVP (Sales & Marketing) Kendall VP (R&D) CEO Cacioppo VP (Engineering) Global CFO Diaz VP (PSM) HQ Global R D R&D ALP Operator Ver2 HQ Copyright © 2007 ACCESS CO., LTD. All rights reserved. 10 24 2007 3

  6. Slide 6: Q1 Q2 Q3

    2. 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 1Q 35% 14% 6 ) HQ HQ HQ 5 HQ 5 / Phase1 HQ ) 5 / Phase2 ) 6 HQ / Phase3 ) Q2 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 12 24 2007 3 23 Copyright

  7. Slide 7: ALP

    | • 1seg/3seg | ALP • iPhone • • • | ALP R&D ASA ASF • HQ ASA HQ ALP ASF AS ASC ASC NRE Copyright © 2007 ACCESS CO., LTD. All rights reserved. 6

  8. Slide 8: Q1 Q2 Q3

    3. • 3. Q1 Q2 Q3 Q4 • ASA ASA IPI IPI • ASA, ASE, ASC ASA, ASE, ASC Q 32% 17% 37% 7.7% Copyright © 2007 ACCESS CO., LTD. All rights reserved. 8 24 2007 3 23 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 7

  9. Slide 9: 1seg/3seg

    1. 1seg/3seg 1seg/3seg 1seg/3seg S S 1seg/3seg 1seg/3seg 33 20 20 1seg/3seg ACCESS Copyright © 2007 ACCESS CO., LTD. All rights reserved. 8

  10. Slide 10: S B 1seg/3seg

    S B S A D KDDI B E C F 1seg/3seg A A B B C C S D D BML E E F A C G B D B B Copyright © 2007 ACCESS CO., LTD. All rights reserved. 9

  11. Slide 11: z z Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    2. z z 2007 12 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 10

  12. Slide 12: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    | 40% 54/88 | 23 x x x x x x x Copyright © 2007 ACCESS CO., LTD. All rights reserved. 11

  13. Slide 13: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    Copyright © 2007 ACCESS CO., LTD. All rights reserved. 12

  14. Slide 14: Split the baby

    ”Split the baby” Copyright © 2007 ACCESS CO., LTD. All rights reserved. 13

  15. Slide 15: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    Copyright © 2007 ACCESS CO., LTD. All rights reserved. 14

  16. Slide 16: ALP / NGN

    | • R&D / • Web2.0 | ALP • • 6 iPhone 2008 1,000 | NGN • IP Infusion ZebOS • 1. TriplePlay (Voice+Internet+Video) 2. Security/VPN 3. Wireless Backhaul) IP Copyright © 2007 ACCESS CO., LTD. All rights reserved. 15

  17. Slide 17: Appendix

    Appendix: Copyright © 2007 ACCESS CO., LTD. All rights reserved. 16

  18. Slide 18: 10,000 units Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    3 9600 10,000 units 3 9600 ( 3 2800 ) 1151 ( 823 ) 2001 2002 2003 2004 2005 2006 2007 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 17

  19. Slide 19: Copyright © 2007 ACCESS CO., LTD. All rights reserved.

    2007 2007 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 18

  20. Slide 20: Samsung NetFront

    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 GSM GSM GSM GSM SGH-E860V 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 3G GSM P900 P910

  21. Slide 21: Sony Ericsson NetFront

    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 (announced) • W600i/c Quadband+Edge Q4/05 W200i/c W300i/c W550i/c W580i/c W600i/c W610i/c W660i W710i/c W

  22. Slide 22: NetFront

    NetFront NetFront scamo scamo beam TUE-T310 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 21

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