Access Co., Ltd. · TSE:4813
Access — Investor Presentation (March 2008)
36 slides from Access's investor presentation, Mar 25, 2008
Slide 1: ACCESS company briefing, fiscal year ended January 2008
2008 1 ACCESS 2008 3 25 Copyright © 2008 ACCESS CO., LTD. All rights reserved.
Slide 2: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 1
Slide 3: Summary of points
24 24 ASA 1. ASA PSI) • 4 • 237 77 • -13.8% 24.0% 2. • X 49 • B/S) 50 • • 3. • 3 Copyright © 2007 ACCESS CO., LTD. All rights reserved. 9 © 2008 ACCESS CO., LTD. All rights reserved. 2
Slide 4: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 3
Slide 5: NetFront Mobile Client Suite
NetFront ® Mobile ACCESS Client Suite Linux Platform™(ALP) UP UP UP 2G 3G 3G • •Opera •Teleca •Safari •Openwave •Microsoft •Symbian (S60) © 2008 ACCESS CO., LTD. All rights reserved. 4
Slide 6: ALP
| | ALP | 11 7 © 2008 ACCESS CO., LTD. All rights reserved. 5
Slide 7: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 6
Slide 8: 3G and 2.5G handset market forecast
3G 2.5G 1,356 1,419 1,295 1,219 1,131 1,017 Source; IDC 2007 Dec. World Mobile Phone Forecast Update © 2008 ACCESS CO., LTD. All rights reserved. 7
Slide 9: Mobile Linux OS landscape
Linux 10 1000 UI OS RTOS Modern OS Linux®, Symbian S60, Windows Symbian Microsoft NRE R&D etc. : Linux etc. UI, UX etc.) ALP © 2008 ACCESS CO., LTD. All rights reserved. 8
Slide 10: Linux initiatives and ACCESS Linux
Linux ACCESS Linux | Mobile Linux ACCESS, Orange • CE Linux Forum (2003.6-) LiMo (2008/2/11) • LiPS (2005.11-) : NTT DoCoMo, Vodafone, Orange, • LiMo (2007.1-) Motrola, Samsung, NEC, PMC, LG, ACCESS, … Linux Platform ACCESS | ALP (LiMo ) | | SDK | Operator Pack © 2008 ACCESS CO., LTD. All rights res
Slide 11: Mobile OS share outlook for Linux
Linux OS 45 40 35 Symbian 30 Microsoft 25 Linux 20 15 Other 10 5 0 2006 2007 2008 2009 2010 2011 2012 Sources: ABI Research, ACCESS internal analysis © 2008 ACCESS CO., LTD. All rights reserved. 10
Slide 12: Linux vs Microsoft and Symbian
Linux Microsoft Symbian (ALP) (Windows Mobile) (S60) Windows CE 1997 Symbian 1998 PalmSource 2005 © 2008 ACCESS CO., LTD. All rights reserved. 11
Slide 13: ALP strategy and 3G handsets
ALP + A. 2008 ALP + 3G ALP 3G 50 274 3G 2.5G 751 3G Samsung SonyEricsson 2G 144 2.5G © 2008 ACCESS CO., LTD. All rights reserved. 12
Slide 14: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 13
Slide 15: ALP and Garnet OS development
3 • 27 ALP ALP • 25,26 ALP ALP ALP 314 302 2 ALP ALP ALP 118 76 Garnet OS 50 125 134 110 24 25 26 27 26,27 © 2008 ACCESS CO., LTD. All rights reserved. 14
Slide 16: ALP adoption by Orange and Samsung
ALP | PalmSource 3G | 25 Orange ALP Samsung SGH-i800 2008 2008/2/11 | ALP ALP / ALP 23 24 ALP R&D 25 26 27 2 NTT DoCoMo © 2008 ACCESS CO., LTD. All rights reserved. 15
Slide 17: ALP R&D investment
27 27 ALP ALP ALP R&D NetFront® 5 4400 ALP ( 4 6400 ) 1349 + ( 1002 ) NetFront 2001 2002 2003 2004 2005 2006 2007 NetFront NGN DLNA © 2008 ACCESS CO., LTD. All rights reserved. 16
Slide 18: ALP strategy
25 26 ALP ALP ALP ALP R&D UI UX etc. 27 NetFront ALP ( © 2008 ACCESS CO., LTD. All rights reserved. 17
Slide 19: ALP with Orange and NTT DoCoMo
Orange NTT DoCoMo ALP ALP | | Orange NTT DoCoMo ALP © 2008 ACCESS CO., LTD. All rights reserved. 18
Slide 20: NetFront Browser
25 NetFront NetFront® Browser NetFront Widgets NetFront Browser NetFront Browser v3.5 Full Internet PageMap NetFront® Browser Widgets W3C © 2008 ACCESS CO., LTD. All rights reserved. 19
Slide 21: NGN and digital home products
| CATV Set Top Box | IPTV Set Top Box | | | | DVB-H NGN | ZebOS® | NGN | DLNA: | NetFront® Living Connect © 2008 ACCESS CO., LTD. All rights reserved. 20
Slide 22: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 21
Slide 23: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 22
Slide 24: ALP R&D spending plan
ALP 24 25 127 R&D) 314 171 48 236 125 R&D) ALP R&D) 115 2 186 24 23 R&D 117 102 32 110 72 76 45 © 2008 ACCESS CO., LTD. All rights reserved. 23
Slide 25: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 24
Slide 26: © 2008 ACCESS CO., LTD. All rights reserved.
© 2008 ACCESS CO., LTD. All rights reserved. 25
Slide 27: Appendix
Appendix: © 2008 ACCESS CO., LTD. All rights reserved. 26
Slide 28: NetFront shipments
NetFront 5 (2008 1 ) 10,000 units 5 4400 ( 4 6400 ) 1349 ( 1002 ) 2001 2002 2003 2004 2005 2006 2007 © 2008 ACCESS CO., LTD. All rights reserved. 27
Slide 29: © 2008 ACCESS CO., LTD. All rights reserved.
2008 2008 © 2008 ACCESS CO., LTD. All rights reserved. 28
Slide 30: Samsung NetFront Browser models
Samsung NetFront Browser 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-S341i SGH-E870 SGH-E878 SGH-E900 SGH-E908 SGH-P310 SGH-P318 SGH SGH SGH SGH-P930 SGH-P940 SGH-S342i SGH-S400i G-iMOD
Slide 31: Samsung NetFront Browser models
Samsung NetFront Browser SGH-F210 SGH-F330 SGH-ZV60 SGH-G600 SGH-L760 SGH-L768 SGH-S720 SGH-T419 SGH-T539 SGH-T639 SGH-U108 SGH-U308 SGH-F508 SGH-A551 SGH-A736 SGH-A737 SGH-A747 SGH-A811 SGH-A821 SGH-B460 SGH-B500 SGH-E958 SGH-F218 SGH-F338 SGH-F700 SGH-G600 SGH-G608 SGH-G800 SGH-J200 SGH-J208 SGH-J
Slide 32: Sony Ericsson NetFront Browser models
Sony Ericsson NetFront Browser • Walkman™ music phones • W200i/c Triband Q2/07 • W300i/c Triband Q2/06 • W350i Quadband+Edge anounced • W380i/a/c Quadband+EDGE (announced) • W550i/c Triband Q4/05 • W580i/c/im Quadband+EDGE Q3/07 • W600i/c Quadband+EDGE Q4/05 • W610i/c Triband+EDGE Q2/07 W200i/c W300
Slide 33: Sony Ericsson NetFront Browser models
Sony Ericsson NetFront Browser | 2008 W980i C702 W760i C902 W350i Z770i W890i W980i Quadband+Edge anounced C702 Quadband+Edge anounced W760i Quadband+Edge+UMTS anounced C902 Quadband+Edge+UMTS anounced W350i Quadband+Edge anounced Z770i Triband+UMTS anounced W890i Quadband+Edge+UMTS anounced © 2008
Slide 34: NetFront in consumer electronics
NetFront NetFront Digital TV Personal Communicator Multifunction Peripheral UT32-HV700 KM3060 Mylo SONY UT32-HV700 KM5050 Hitachi KYOCERA MITA © 2008 ACCESS CO., LTD. All rights reserved. 33
Slide 35: Recent news releases
| 08.03.11 ACCESS | 08.03.03 ZebOS | 08.02.25 NetFront Mobile Client Suite | 08.02.12 ACCESS Linux Platform SDK | 08.02.12 ACCESS Orange LiMo Foundation | 08.02.12 ACCESS™ Connect Ecosystem 1 80 | 08.02.07 NetFront 5 | 08.02.07 NetFront Browser v3.5 | 08.01.31 GSMA Mobile World Congress 2008 | 08.01
Slide 36: ACCESS is mobilizing quality communication and entertainment
ACCESS ACCESS isis mobilizing mobilizing high high quality quality communication communication and and entertainment entertainment for for connected connected users users around around the the world. world. ACCESS NetFront ACCESS Linux Platform Garnet JV-Lite ACCESS IP Infusion IP Infusion ZebOS IP