Access Co., Ltd. · TSE:4813

Access — Q3 FY2005 Earnings Presentation

23 slides from Access's earnings presentation, Dec 17, 2004

  1. Slide 1: ACCESS Q3 FY2005 Company Briefing

    ACCESS 2005 1 3 ACCESS 2004 12 17

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

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

  3. Slide 3: ACCESS quarter highlights

    • OS • • • ACCESS 1 5085 342 2004 10 Copyright ©2004 ACCESS CO.,LTD. 2

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

    Copyright ©2004 ACCESS CO.,LTD. 3

  5. Slide 5: Mobile handset market by region

    ( , ) 7,000 Europe 8,500 2003 China 2003 739 114,231 32,500 10,000 Americas Japan 11,996 29,838 2003 52,000 2,000 36,000 2003 51,639 203,823 2006 12,000 26,000 64,288 2006 79,400 15,000 10,000 15,000 2006 2006 1,300 WCDMA (For China Market -WCDMA & TDS-CDMA) GPRS/EDGE (For Japan Market - PDC) CDMA20

  6. Slide 6: Carrier network and technology roadmap

    China WAP2,Java, EDGE/GPRS WAP2,Java,CDMA1x ->3G Cingular Orange Unicom ->W-CDMA WAP2,Java, GPRS->3G China AWS WAP2,Java, EDGE/GPRS H3G ->W-CDMA WAP2,Java, W-CDMA Mobile NTT DoCoMo WAP2,Java, FOMA Sprint WAP2,Java, T-Mobile WAP2,Java, CDMA1x ->EV-DV GPRS->3G GSM ->W-CDMA i-mode,Java, W-CDMA->HS-DPA

  7. Slide 7: Handset shipments by vendor 2003 vs 2004

    2004 3Q 2 25 * : Gartner Group (2004) 2003 3Q 2004 3Q Total: 132,843,000 Total: 167,069,700 Copyright ©2004 ACCESS CO.,LTD. 6

  8. Slide 8: Copyright ©2004 ACCESS CO.,LTD.

    Copyright ©2004 ACCESS CO.,LTD. 7

  9. Slide 9: ACCESS Mobile Solution and Time-To-Market

    ACCESS Mobile Solution A B C Time-To-Market NetFront Solution OS(Symbian,Linux, BREW ... OS Copyright ©2004 ACCESS CO.,LTD. 8

  10. Slide 10: NetFront Mobile Client Suite

    NetFront Mobile Client Suite ACCESS Browser, Messaging, Java Software Suite Components: Advantages: ƒ NetFront™ Browser ƒ Components share resources ƒ NetFront™ Message Client ƒ Carrier specific profiles available ƒ JV-Lite™2 Wireless Edition ƒ Simple and easy porting (MIDP, JTWI, Doja) ƒ OS Indepen

  11. Slide 11: NetFront browser engine

    NetFront ACCESS NetFront Engine - SVG, SMIL, PDF - - DOM, DOM, D-HTML D-HTML DOM Embedded engine Dynamic HTML (real-time, extensible, (Full Browsing) reliable, …) XHTML-MP WCSS A PC A ECMAScript-MP B PC B C PC C (WAP1.x Browser) Copyright ©2004 ACCESS CO.,LTD. 10

  12. Slide 12: Time-To-Market components

    / 2 6 Advanced Communication Browser Suite Protocols NetFront Mobile Client Suite AVE- AVE-TCP, IrFront AVE- AVE-Blue, AVE- AVE-USB Advanced HTML Browser Security Time-To-Market NetFront AVE- AVE-SSL Java Virtual Machine Operating System JV- JV-Lite µMore, AVE- AVE-File Third- Third-Party Plug- Plug

  13. Slide 13: Q3 2004 Motorola 2.5G/3G

    2004 3Q Motorola 2 2.5G/3G ACCESS ACCESS Copyright ©2004 ACCESS CO.,LTD. 12

  14. Slide 14: ACCESS Mobile Solution handset makers and carriers

    30 Amoisonic NTTDoCoMo CASIO Global i-mode alliance E28 (KPN,e-PLUS,BASE,KGT, Fujitsu ACCESS Bouygues, Telefonica,WIND, Haier Mobile Solution COSMOTE,Telstra, ….) Hisense KDDI Hitachi Vodafone Global JRC Orange Kyocera A B C T-Mobile LG Hutchison 3G Group Mitsubishi Cingular / AT&T Motorola Sprint P

  15. Slide 15: Copyright ©2004 ACCESS CO.,LTD.

    Copyright ©2004 ACCESS CO.,LTD. 14

  16. Slide 16: On-Site

    On-Site On-Site CS NTT NTT FOMA FOMA Copyright ©2004 ACCESS CO.,LTD. 15

  17. Slide 17: Copyright ©2004 ACCESS CO.,LTD.

    Copyright ©2004 ACCESS CO.,LTD. 16

  18. Slide 18: NetFront DTV Profile

    „ (BML) HTML ¾ HTML „ ¾ ¾ BML ¾ DTV „ NetFront DTV Profile ¾ ¾ ¾ Flash Helix Client Adobe Reader HTML Tab URL Copyright ©2004 ACCESS CO.,LTD. 17

  19. Slide 19: Internet and TV convergence

    „ (XHTML/HTML) TV (BML) 1 Web Wireless Various Network Services Internet (Commerce) TV video + content/links „ 2005 - XHTML + CSS + ECMAScript - - Copyright ©2004 ACCESS CO.,LTD. 18

  20. Slide 20: Copyright ©2004 ACCESS CO.,LTD.

    5. Copyright ©2004 ACCESS CO.,LTD. 19

  21. Slide 21: NetFront adoption in FOMA 900i and other devices

    1 5085 2004 10 FOMA 900i WIN FOMA Car Navi Digital Camera Digital TV L-mode 342 ez@mail i-mode PDA Dream Cast 1998 1999 2000 2001 2002 2003 2004 Copyright ©2004 ACCESS CO.,LTD. 20

  22. Slide 22: Q3 new product adoptions and Pocket PC browser

    3Q NTT FOMA i-mode Global i-mode Global China Unicom F900iC NEC N410i Samsung S341i Samsung X859 Sanyo SCP-8100 Treo 650 AVIC-ZH900MD 3 Pocket PC Browser NetFront +JV-Lite2 Best Software Awards Copyright ©2004 ACCESS CO.,LTD. 21

  23. Slide 23: Press release timeline

    04/08/31 NetFront Feli a FOMA(R) F900 C 04/09/02 ACCESS NTT FOMA900i 04/09/22 -Mode(R) Global Profile 04/10/04 ACCESS i 04/10/06 NetFront Nokia6670 Adobe PDF 04/10/13 PalmSource Web Browser3.0 NetFront 04/10/18 ACCESS NetFront Pocket PC 04/10/22 NetFront Automotive Profile 04/11/08 Pocket PC Magazin

ACCESS — Q3 FY2005 Earnings Presentation on 6ix