Access Co., Ltd. · TSE:4813

Access — Q1 FY2007 Earnings Presentation

35 slides from Access's earnings presentation, Jun 19, 2006

1. Slide 1: ACCESS 2007年1月期 第1四半期会社説明会資料

   ACCESS 2007 1 ACCESS 2006 6 19

2. Slide 2: Copyright ©2006 ACCESS CO.,LTD.

   • • Copyright ©2006 ACCESS CO.,LTD. 1

3. Slide 3: Highlights: NetFront shipments and new products

   • 23 Samsung SonyEricsson NetFront Vodafone Japan • 2 18% 37% NetFront 3.4 Naraworks Office DLNA • 23 • ACCESS 2 5677 840 2006 4 Copyright ©2006 ACCESS CO.,LTD. 2

4. Slide 4: Copyright ©2006 ACCESS CO.,LTD.

   23 Copyright ©2006 ACCESS CO.,LTD. 3

5. Slide 5: Cumulative NetFront shipments

   10,000 units (2006 ) 2 5677 ( 2 2 ) 840 ( 555 ) 1998 1999 2000 2001 2002 2003 2004 2005 2006 Copyright ©2006 ACCESS CO.,LTD. 4

6. Slide 6: Samsung NetFront phones

   Samsung NetFront ƒ iMode phone series ƒ SGH-S341/342i (GSM) ƒ SGH-S400i/S410i(GSM) ƒ SGH-S500i (EDGE/GPRS) ƒ SGH-Z320i(3G) ƒ Vodafone S341 ƒ SGH-ZV10(LiveCast) 400i ƒ SGH-E860V 500i Z320i ƒ SGH-ZV30 ƒ European GSM ƒ SGH-X800 (GSM) ƒ SGH-D800/D808 ZV30 E860V ƒ SGH-E778 ƒ SGH-D520 ƒ SGH-X810 X800 D808

7. Slide 7: SonyEricsson NetFront phones

   SonyEricsson NetFront ƒ Walkman™ music phone series (Walkman® player, RDS FM radio, Multimedia software, 2 megapixel camera) ƒ W300i / W300c Triband ƒ W550i / W550c Triband ƒ W600i / W600c Quadband+Edge ƒ W710i / W710c Quadband+Edge (announced) W300i / W550i / W600i / W710i / W850i W300c W550c W600c

8. Slide 8: Vodafone NetFront

   Vodafone NetFront Vodafone KK / Softbank NTTDoCoMo KDDI Vodafone (Softbank) Verizon Orange Cingular Copyright ©2006 ACCESS CO.,LTD. 7

9. Slide 9: Palm Smartphone

   Palm Smartphone Palm Treo 700P PalmSource E-mail Phone Streaming Video Music Organizing Photo Spreadsheet etc… Copyright ©2006 ACCESS CO.,LTD. 8

10. Slide 10: NetFront in Japanese phones

    NetFront Sanyo (for KDDI) Panasonic (for DoCoMo) CasioHitachi (for KDDI) TV video part (H.264) Data content part (XML-based) ACCESS Browser Copyright ©2006 ACCESS CO.,LTD. 9

11. Slide 11: NetFront in consumer electronics

    NetFront NetFront MITSUBISHI Pioneer TV TV TU-100D GEX-P7DTV Toshiba Regza CATV STB MITSUBISHI REAL MX60 Hitachi Woo HUMAX CATV STB Pioneer Cyber Navi 06 Spring Models SONY PlayStation Portable S177A S122 S177A Copyright ©2006 ACCESS CO.,LTD. 10

12. Slide 12: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 11

13. Slide 13: Copyright ©2006 ACCESS CO.,LTD.

    22 ‹ „ „ „ ‹ „ „ „ Copyright ©2006 ACCESS CO.,LTD. 15 Copyright ©2006 ACCESS CO.,LTD. 12

14. Slide 14: Quarterly results

    18% 22 4Q 37 23 1Q ( ) 7,000 80 6,000 70 68.7% 58.5% 54.4% 69.2% 58.6% 5,000 60 18% 399 50 4,000 40 3,000 30 96% 4,159 37% 2,000 45% 31% 31% 626 712 20 612 456 1,000 10 98% 1,038 97% 1,007 91% 1,176 92% 1,172 0 0 22 /Q1 22 /Q2 22 /Q3 22 /Q4 23 /Q1 Copyright ©2006 ACCESS CO.,LTD. 13

15. Slide 15: Group structure: PalmSource, ACCESS Seoul, IP Infusion

    PalmSource 4 C-Level 11 PalmSource ACCESS US PalmSource PalmSource ACCESS China ACCESS Seoul Naraworks ACCESS Seoul IP Infusion 3 ACCESS COO CFO CTO Copyright ©2006 ACCESS CO.,LTD. 14 14

16. Slide 16: ACCESS and PalmSource platform strategy

    ACCESS PalmSource ACCESS PalmSource Client Driven Product Driven • • • • • SDK • • Documentation Q&A • • • • ACCESS Linux Platform • • Platform Copyright ©2006 ACCESS CO.,LTD. 15

17. Slide 17: NetFront Browser v3.4

    NetFront Browser v3.4 Š Web2.0 (Ajax RSS (’06 2/13 Š Visual Bookmark ( ) Š Page Pilot PC Copyright ©2006 ACCESS CO.,LTD. 16

18. Slide 18: Naraworks and IP Infusion

    (A&D) Naraworks IP Infusion Naraworks Word Word Excel Excel PowerPoint PowerPoint Z (Word, Excel, PowerPoint) Z Picsel Z Willcom + ACCESS Korea Office ACCESS Seoul IP Infusion ACCESS IP Infusion Z / Z Z DLNA Copyright ©2006 ACCESS CO.,LTD. 17

19. Slide 19: ACCESS DLNA Client

    (R&D) ACCESS DLNA Client Š „ „ TV ACCESS DLNA Client Home Server Š Š „ AV PC „ DLNA : 250 (2005 7 ) „ ( LAN Bluetooth) „ DLNA v1.5: „ 2006 5 Copyright ©2006 ACCESS CO.,LTD. 18

20. Slide 20: Copyright ©2006 ACCESS CO.,LTD.

    23 Copyright ©2006 ACCESS CO.,LTD. 19

21. Slide 21: ACCESS Linux Platform

    ACCESS Linux Platform W3C, OMA, 3GPP, IETF, … Copyright ©2006 ACCESS CO.,LTD. 20

22. Slide 22: NetFront outlook and Linux Platform plan

    2005 NetFront … 7000 3000 (DoCoMo, KDDI, SONY PSP, …) Windows 1000 NetFront 2006 NetFront … 1 Vodafone KK Samsung Sony Ericsson 5 Nokia … i-mode Samsung … NetFront Motorola … i-mode Sony Ericsson … NetFront LG … i-mode 5 70% 2007-2008 ACCESS Linux Platform Copyright ©2006 ACCESS CO.,LTD. 21

23. Slide 23: Scalability and global scale

    „ Scalability „ Linux „ „ Global Scale „ Global + „ DRM Copyright ©2006 ACCESS CO.,LTD. 22

24. Slide 24: ACCESS organization and executives

    ACCESS ACCESS CEO CTO CFO/CAO COO Group Executive Officer Meeting Global Operation Corporate Development Toshihiko Yamakami Elizabeth Dykstra-Erickson Control •CHI •W3C xHTML Basic Co-Editor UI •OMA WML2 Editor •ACM Interactions Magazine •Browsing 2.2 ETR Editor Co-Editor-in-Chief •PHSMOU Ad hoc 2 C

25. Slide 25: ACCESS Platform strategy

    (1) ACCESS Platform 1 JV ACCESS (2) ACCESS 1 ACCESS 30 100 ACCESS … Copyright ©2006 ACCESS CO.,LTD. 24

26. Slide 26: Software platform architecture

    UI/ Application NetFront v3.4 NetFront Casting, Content Delivery) Dynamic Menu (Ajax NetFront Series ( ) IMS SIP, VoIP PDF Browser Mail Java SyncML 1 NetFront Mobile Client Browser … Docs JSRs Client Suite Push-to-X Viewer Video/Audio Naraworks ACCESS Linux Platform PalmSource (Linux ) Software Plat

27. Slide 27: ACCESS Linux Platform architecture

    ACCESS Linux Platform Software Platform User Interface ALP NetFront Dynamic Menu NetFront Mobile Client Suite Providing SDK Tool 3rd party/operator native Apps Pre-installed Apps (MAX-based) Applications User Space MAX Application Launcher Operator-specific applications Download Java 68K Palm MAX UI

28. Slide 28: NetFront Mobile Client Suite 3.4

    NetFront Mobile Client Suite, NetFront Dynamic Menu, NetFront3.4 NetFront Dynamic Menu UI Components: Advantages: NetFront 3.4 ƒ NetFront™ Browser ƒ Components share resources Š Web2.0 (Ajax RSS ƒ NetFront™ Message Client ƒ Carrier specific profiles available Š Visual Bookmark ( ) ƒ JV-Lite™2 Wirele

29. Slide 29: ACCESS' Home Gateway

    ACCESS’ Home Gateway or W-LAN UPnP/DLNA PC, DTV, HD USB W-LAN VoIP VoIP Sync HD HomeGW Upload URL Web Linux Sync - WebDAV/SMB Video Streaming - DLNA - ( ) Copyright ©2006 ACCESS CO.,LTD. 28

30. Slide 30: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 29

31. Slide 31: Market growth forecasts

    10 • 8 .8% • R = CAG • 2004 2005 2006 2007 2008 Source: IDC Dec.2004 / / 7 .4% .4% R= In Minutes R = 2 CAG In $ CAG 2004 2005 2006 2007 2008 2004 2004 2005 2005 2006 2006 2007 2007 2008 2008 Source: Morgan Stanley Source: Yankee Group 2005 Copyright ©2006 ACCESS CO.,LTD. 30

32. Slide 32: Client-based software landscape

    Server Software Client-Based Software Service Protocol Stack/ Middleware/Device, OS Device Drivers Application Manage UI/ Graphics Applications Microsoft Qualcomm Nokia/Symbian ACCESS Wind River Abaxia Motorola Openwave Openwave MontaVista Adobe/ Macromedia HP Micro-billing Music Opera Movie Teleca

33. Slide 33: NTTDoCoMo and other 1Q models

    23 1Q NTTDoCoMo F902i SH902i SO902i F702iD N702iD SH702iD D702iD P702iD Wilcom WX310J WX310SA KDDI Nokia Motorola W43T W41T W41CA W41S FOMA NM850i M1000 FOMA Simpure L&N FOMA II Copyright ©2006 ACCESS CO.,LTD. 32

34. Slide 34: CATV STB and 1Q models

    23 1Q CATV STB Pioneer TV GEX-P7DTV Toshiba HUMAX Regza CATV STB MITSUBISHI REAL MX60 Hitachi Woo Pioneer Cyber Navi 06 Spring Models S177A S122 S177A Copyright ©2006 ACCESS CO.,LTD. 33

35. Slide 35: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 34

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