Access Co., Ltd. · TSE:4813

Access — Q2 FY2007 Earnings Presentation

28 slides from Access's earnings presentation, Sep 15, 2006

  1. Slide 1: ACCESS

    ACCESS 2007 1 ACCESS 2006 9 15

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

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

  3. Slide 3: ACCESS Linux Platform and End to End Solution

    • • • ACCESS Linux Platform End to End Solution DLNA • ACCESS 2 7900 923 2006 8 Copyright ©2006 ACCESS CO.,LTD. 2

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

    Copyright ©2006 ACCESS CO.,LTD. 3

  5. Slide 5: ACCESS Linux Platform End to End Solution overview

    Š „ Samsung SonyEricsson Vodafone KK „ 1seg „ DTV Š „ ACCESS Linux Platform Orange „ End to End Solution Sync Server „ AV PC DLNA Š Š ACCESS Linux Platform IMS 1,3,12 seg NMCS NetFront Š Š Š Copyright ©2006 ACCESS CO.,LTD. 4

  6. Slide 6: Consolidated results including PalmSource and IP Infusion

    23 2007 1 10,158 8,895 1,263 14.2% 6,669 PalmSource 237 IP Infusion 461 7,566 7,746 PalmSource 1,094 -8,503 -6,974 -1,529 -21.9% IP Infusion 630 -8,385 -7,264 -1,121 -15.4% PalmSource 636 6,307 5,530 777 14.1% 3,628 105 2,970 164 659 991 -332 -33.5% 77 363 595 -232 -39.0% Copyright ©2006 ACCESS CO.,

  7. Slide 7: Controllable and uncontrollable cost

    Uncontrollable Cost Controllable Cost PalmSource IP Infusion • • • • • • ACCESS Linux Platform • IMS 1 3 12seg NMCS NetFront • (PalmSource IP Infusion) Copyright ©2006 ACCESS CO.,LTD. 6

  8. Slide 8: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 7

  9. Slide 9: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 8

  10. Slide 10: NetFront shipments, 10,000 units

    10,000 units (2006 8 ) 2 7900 ( 2 2200 ) 923 ( 614 ) 2001 2002 2003 2004 2005 2006 Copyright ©2006 ACCESS CO.,LTD. 9

  11. Slide 11: Browser, Application Suite, Messaging, Java

    Browser Application Suite Messaging Java NTT DoCoMo KDDI Vodafone KK Samsung SonyEricsson 1seg STB DTV Copyright ©2006 ACCESS CO.,LTD. 10

  12. Slide 12: NetFront adoption by NTT DoCoMo, KDDI, Vodafone

    23 2Q NTT DoCoMo D702iF D902iS Dolce SL F902iS M702iG M702iS N702iS N902iS P702iD P902iS SA702i SH702iS SH902iS SO702i SO902iWP Vodafone KDDI (Softbank Mobile) G'zOne W33SA II W42CA W42H W42K ® A5518SA A5521K E02SA W42S W44T 705SH 905SH Copyright ©2006 ACCESS CO.,LTD. 11

  13. Slide 13: Vodafone NetFront

    Vodafone NetFront ŠVodafone KK Samsung NEC Sharp Nokia 702NKII(Nokia6680) 804SS 804N 904SH / 905SH / 705SH NetFront Browser for Series60 ŠVodafone Global Samsung Samsung SGH- SGH-E860V SGH-ZV30 SGH-ZV10 Z520 etc… W550i W810i W900i Copyright ©2006 ACCESS CO.,LTD. 12

  14. Slide 14: Samsung NetFront

    Samsung NetFront SGH-Z130 SGH-ZV10 SGH-D800 SGH-E778 SCH-X889 SGH-X800 SGH-D808 SGH-ZX10SGH-Z510 SGH-ZV30 SGH-E860V VF Live!Cast GSM GSM GSM GSM GSM 3G 3G 3G 3G 3G SGH-S341i SGH-Z320i SGH-S342i SGH-S410i SGH-S400i SGH-S500i V804SS SGH-ZX10 SGH-Z710 SGH-Z400 G-iMODE G-iMODE G-iMODE G-iMODE G-iMODE G-

  15. Slide 15: SonyEricsson NetFront

    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 W300i / W550i / W600 / W710i / W850i ƒ W710i / W710c Quadband+Edge (announced) W300c W550c W600c

  16. Slide 16: NetFront for digital TV

    NetFront SANYO SANYO Panasonic CasioHitachi W33SA2 (for KDDI) W33SA (for KDDI) P901iTV (for DoCoMo) W41H (for KDDI) TV video part (H.264) Data content part (XML-based) ACCESS Browser Copyright ©2006 ACCESS CO.,LTD. 15

  17. Slide 17: NetFront DTV Profile history

    NetFront BS 2005 NetFront for 100 DTV on Couger NetFront v3.0 DTV Prfile NetFront DTV Profile BS NetFront for DTV 1999 2000 2001 2002 2003 2004 2005 2006 NetFront for BML Viewer 1seg BML NetFront DTV Profile 13 240 (BML ) BML Viewer Copyright ©2006 ACCESS CO.,LTD. 16

  18. Slide 18: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 17

  19. Slide 19: ACCESS Linux Platform

    ACCESS Linux Platform Š ALP (ACCESS Linux Platform) - Platform - Š Orange ALP - 8 14 - ALP Orange Application Package ACCESS-Orange Š Š ALP - 06/9 Early Access - SDK - 07/2 PDK (Product Developing Kit) - 2007 ALP Palm App Emulator Copyright ©2006 ACCESS CO.,LTD. 18

  20. Slide 20: LinuxWorld San Francisco

    LinuxWorld San Francisco (8/15-17) Mike Kelley (SVP, PalmSource) PalmSource Developer Day ALP SDK ALP PalmOS Copyright ©2006 ACCESS CO.,LTD. 19

  21. Slide 21: Orange

    : Orange Orange 8/14 [orange] Orange ACCESS Service - Portal - Multimedia - Messaging GW - Sync Open Internet Orange Orange 5 1 4900 Data Msg Photo •Orange 23 9 Video 2006 Address • 8860 … 1190 Copyright ©2006 ACCESS CO.,LTD. 20

  22. Slide 22: End to End solution

    End to End solution Sync 9/14 SyncML Sync DLNA [Operator] Sync SyncML/HTTP Sync Server DB Data GW Open Internet Copyright ©2006 ACCESS CO.,LTD. 21

  23. Slide 23: DLNA Module NetFront Living Connect

    DLNA Module “NetFront Living Connect” 6/28 AV PC ( LAN, Bluetooth) UI Application UI UI Library (Window System ) DLNA : 250 DLNA v1.5 XML parser Microsoft Windows Vista UPnP Library DMS DMP DMC DMR DLNA DLNA Library Media I/F TV HTTP Image/Audio/Video Event Manager Platform Abstraction Layer Media I

  24. Slide 24: Internet gateway and FMC strategy

    IP infusion + NetFront, IMS, Platform VoIP, A/V Internet Internet Gateway Gateway DTV, STB, WiFi WiFi DLNA HD (Hot (W)USB (HotSpot) Spot) IrDA, BT FMC W-LAN (Fixed Mobile Convergence) WiFi Dual VoIP Copyright ©2006 ACCESS CO.,LTD. 23

  25. Slide 25: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 24

  26. Slide 26: Handset models by carrier

    23 2Q D702iF D902iS Dolce SL F902iS M702iG M702iS N702iS N902iS NTT DoCoMo P702iD P902iS SA702i SH702iS SH902iS SO702i SO902iWP Vodafone KDDI (Softbank Mobile) G'zOne W33SA II W42CA W42H W42K ® A5518SA A5521K E02SA W42S W44T 705SH 905SH Copyright ©2006 ACCESS CO.,LTD. 25

  27. Slide 27: Copyright ©2006 ACCESS CO.,LTD.

    “ ” Copyright ©2006 ACCESS CO.,LTD. 26

  28. Slide 28: Copyright ©2006 ACCESS CO.,LTD.

    Copyright ©2006 ACCESS CO.,LTD. 27

ACCESS — Q2 FY2007 Earnings Presentation on 6ix