Access Co., Ltd. · TSE:4813

Access — FY2004 Earnings Presentation

30 slides from Access's earnings presentation, Mar 24, 2004

  1. Slide 1: ACCESS Company Briefing, FY January 2004

    ACCESS 2004 1 ACCESS 2004 3 24

  2. Slide 2: Copyright ©2004 ACCESS.CO.,LTD.

    • • Copyright ©2004 ACCESS.CO.,LTD. 1

  3. Slide 3: FOMA 3G ACCESS

    • FOMA 3 • 3G • • ACCESS 11,500 275 2004 1 Copyright © 2004 ACCESS.CO.,LTD. 2

  4. Slide 4: Copyright © 2004 ACCESS.CO.,LTD.

    Copyright © 2004 ACCESS.CO.,LTD. 3

  5. Slide 5: Copyright ©2004 ACCESS.CO.,LTD.

    Copyright ©2004 ACCESS.CO.,LTD. 4

  6. Slide 6: UP FOMA DoCoMo 3G

    2004 1 nDoCoMo Ø UP FOMA n3G Ø nCDMA 1x WIN ØSMIL Player n Ø n Player Ø n ØChina Unicom CDMA PAS ni-mode ØTelefonica nNokia ØS60 Series 3G nQualcomm ØBrew Platform n Ø n Ø n Ø n Ø Copyright ©2004 ACCESS.CO.,LTD. 5

  7. Slide 7: Copyright ©2004 ACCESS.CO.,LTD.

    Copyright ©2004 ACCESS.CO.,LTD. 6

  8. Slide 8: DoCoMo

    2004 DoCoMo 3G) FOMA PDC SS ACCE 5 6 NEC FOMA FOMA 900i FOMA XXX FOMA XXX (HTML Mail / FLASH (Felica / HTML Mail (Felica / HTML Mail / / FLASH etc FLASH etc 1 2 6 1 2 PDC PDC25Xi PDC50Xi (FLASH etc PDC25Xi 2004 2005 Copyright ©2004 ACCESS.CO.,LTD. 7

  9. Slide 9: au WIN

    2004 au WIN 1X CDMA SMIL SS ACCE 3 3 WIN 3 CDMA 1X WIN 2003 12 CDMA WIN CDMA 1X WIN (EZ Channel / etc (EZ Channel / (EZ Channel / etc 2 3 2 3 2 3 1X CDMA 1X CDMA 1X CDMA 1X 2004 2005 Copyright ©2004 ACCESS.CO.,LTD. 8

  10. Slide 10: Copyright ©2004 ACCESS.CO.,LTD.

    Copyright ©2004 ACCESS.CO.,LTD. 9

  11. Slide 11: Focus Point

    Focus Point • China Unicom, China Mobile, China Telecom, China Netcom • PAS • i-mode • i-mode • Nokia • Qualcomm CDMA • • Copyright ©2004 ACCESS.CO.,LTD. 10

  12. Slide 12: i-mode Europe carriers

    2004 i ACCESS i KPN/e-plus BASE US Bouygues Telefonica 2 5 Wind 3 2 Cosmote KGT 13 China Unicom 12 9 China Telecom 9 China Netcom H3G H3G AWS AWS H3G 1 2 2004 2005 Copyright ©2004 ACCESS.CO.,LTD. 11

  13. Slide 13: ACCESS China

    ACCESS China 2 • • China Unicom, China Mobile, China Telecom ACCESS China China Unicom MMS Motorola,Samsung,LG,Haier,Hisense,Sanyo,ZTE,Daxian , Eastcom, Soutec China Mobile Amoi Mobile China Telecom UT Starcom PAS PDA SHARP CEC SL7500C Copyright ©2004 ACCESS.CO.,LTD. 12

  14. Slide 14: ACCESS Systems Europe

    ACCESS Systems Europe i-mode JAVA • KPN 25 e-plus27 Bouygues50 120 12 • KPN, e-plus, Bouygues, Telefonica, KGT Wind, Cosmote ACCESS Systems Europe • Telefonica • NEC, , , Vitelcom Samsung Nokia W-CDMA Nokia Series 60 3GSM World Congress 2004 • Copyright ©2004 ACCESS.CO.,LTD. 13

  15. Slide 15: 3Q

    2004 1 3Q l l l Copyright ©2004 ACCESS.CO.,LTD. 14

  16. Slide 16: America

    America ACCESS Systems America • America • ACCESS,USA • Plam OS Palm OS Cobalt • HP • Pumatec, Monta Vista • Telcel Mexico Copyright ©2004 ACCESS.CO.,LTD. 15

  17. Slide 17: Europe Asia customers

    H3G KPN/e-Plus BASE China AWS China Unicom Sprint Wind Mobile China DoCoMo PCS US Telefonica Bouygues Telcel PHS FOMA Cosmote Inquam Mexico Motorola (CDMA) KGT KDDI Telcel EUROPE ASIA Venezuela China Taiwan Japan Korea Siemens TCL UTSI Foxconn SANYO Samsung NEC Sendo ZTE Hawei Compal Panasonic CASIO

  18. Slide 18: Alliance Partners

    Nokia Microsoft VoiceXML EMP Series 60 IBM UIQ Adobe QNX Symbian Trolltech RealNet WindRiver HI (3D) Macromedia Qualcomm ARM PalmSource SUN MontaVista Pumatech TI VeriSign Intel Alliance Partner OS CPU Baseband Chip ACCESS Copyright ©2004 ACCESS.CO.,LTD. 17

  19. Slide 19: Copyright © 2004 ACCESS.CO.,LTD.

    Copyright © 2004 ACCESS.CO.,LTD. 18

  20. Slide 20: CS BS timeline 1995-2006

    1995-1998 1999-2002 2003-2005 2006- CS BS TV Web L IP L PS2 Play Online GW Copyright ©2004 ACCESS.CO.,LTD. 19

  21. Slide 21: ACCESS 3G NetFront

    3G au WIN SMIL EZ NetFront NetFront TV ACCESS PDA Copyright ©2004 ACCESS.CO.,LTD. 20

  22. Slide 22: ACCESS business model

    ACCESS ACCESS 10 Toll Gate 2010 Enabler Toll Gate Toll Gate n nASP nNet n / N N2 n n Revenue n Share n License n NRE n Support Winn Winn Copyright ©2004 ACCESS.CO.,LTD. 21

  23. Slide 23: ACCESS Win-Win

    ACCESS ACCESS Win-Win Copyright ©2004 ACCESS.CO.,LTD. 22

  24. Slide 24: Copyright ©2004 ACCESS.CO.,LTD.

    Copyright ©2004 ACCESS.CO.,LTD. 23

  25. Slide 25: Shipments by device category

    2004 1 11,500 FOMA Car Navi Digital Camera Digital TV L-mode 275 ez@mail i-mode PDA Dream Cast 1998 1999 2000 2001 2002 2003 Copyright ©2004 ACCESS.CO.,LTD. 24

  26. Slide 26: NEC 3G devices

    1 NEC 3G 3G e808 Gtran NEC Panasonic Telcel FOMA/PDC FOMA F2051 FOMA P2102V e606 m21i Avantg N2701 SII NEC NTT PHS NEC au i-mode D251iS i-mode N251iS i-mode 211iS WRISTOMO A5401CA L NEC L UX-W31CL SPL-S50W Copyright ©2004 ACCESS.CO.,LTD. 25

  27. Slide 27: Copyright ©2004 ACCESS.CO.,LTD.

    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 ©2004 ACCESS.CO.,LTD. 26

  28. Slide 28: Copyright ©2004 ACCESS.CO.,LTD.

    3 Motorola Samsung NEC China Unicom China Unicom NTT DoCoMo D505iS NTT DoCoMo N252i NTT DoCoMo F672i CDMA 1x V860 CDMA 1x SCH339 au CASIO KDE-P50HZ1 KDDI CDMA 1x KDDI CDMA 1x KDDI CDMA 1x 3 INFOBAR A5401CA A5306ST Copyright ©2004 ACCESS.CO.,LTD. 27

  29. Slide 29: Copyright ©2004 ACCESS.CO.,LTD.

    4 NEC NEC NTT DoCoMo NTT DoCoMo NTT DoCoMo NTT DoCoMo N505iS F505iGPS FOMA F900i FOMA N900i au Design Project KDDI CDMA 1x WIN KDDI CDMA 1x WIN PEG-TH55 Wooo5000 W11H W11K Copyright ©2004 ACCESS.CO.,LTD. 28

  30. Slide 30: Press release timeline

    03/12/25 NP-1 04/01/07 NetFront(R) v3.0 DTV Profile Wooo5000 AVC 04/01/08 PUMATECH 04/01/23 04/01/26 Web i 04/02/04 Rapid-RenderTM 04/02/04 Nokia Series 60 NetFront(R) v3.1 for Series 60 04/02/05 ACCESS au ez 04/02/09 NetFront v3.1 04/02/12 Palm OS Palm OS Cobalt 04/02/23 ACCESS HP 04/02/24 ACCESS M

ACCESS — FY2004 Earnings Presentation on 6ix