Access Co., Ltd. · TSE:4813

Access — Q1 FY2011 Earnings Presentation

28 slides from Access's earnings presentation, June 2010

  1. Slide 1: ACCESS

    ACCESS 2 0 1 0 6 8 © 2010 ACCESS CO., LTD. All rights reserved.

  2. Slide 2: © 2010 ACCESS CO., LTD. All rights reserved.

    © 2010 ACCESS CO., LTD. All rights reserved. 2

  3. Slide 3: © 2010 ACCESS CO., LTD. All rights reserved.

    27 © 2010 ACCESS CO., LTD. All rights reserved. 3

  4. Slide 4: (A) (B) (B - A)

    % (A) (B) (B - A) 2,845 7,295 4,450 156% ▲1,973 809 2,782 ▲1,735 868 2,603 ▲1,050 917 1,968 156 7,295 2,782 809 2,603 868 1,968 917 © 2010 ACCESS CO., LTD. All rights reserved. 4

  5. Slide 5: Booker's NetFront Magazine Viewer

    27 ( ) (Booker’s NetFront Magazine Viewer ) © 2010 ACCESS CO., LTD. All rights reserved. 5

  6. Slide 6: © 2010 ACCESS CO., LTD. All rights reserved.

    © 2010 ACCESS CO., LTD. All rights reserved. 6

  7. Slide 7: Mobile handset vendor market share

    / 120 108 100 93 2009 1 80 2010 1 64 Sharp 25.0% 31.0% 60 46 37 40 36 27 27.6% 8.0% 42.2% 23 15 11.0% 15.0% 20 10 9 9 15 7 11 8 9 7 6 12.0% 4 0 Sony Nokia Samsung LG Ericsson RIM Apple ZTE Motorola Huawei © 2010 ACCESS CO., LTD. All rights reserved. 7

  8. Slide 8: Connected device market forecasts

    TV 3 ( ) eBook eBook 79 DPF 29 1,543 227 155 387 1,077 24 132 1 50 76 184 23 POS 2009 2013 2009 2013 2009 2013 2009 2013 2009 2013 TSR (’09/Aug) MIC Research JEITA (’09/Mar) In-Stat ABI Research (’10/1Q) etc.. Institute(’10/Mar) 2009 2013 1,493 2,391 1.6 © 2010 ACCESS CO., LTD. All rights reserved.

  9. Slide 9: Mobile carriers, services and technologies

    NTT DOCOMO China Mobile Orange Vodafone Browser Widgets Verizon Business One-seg DTV DLNA IMS Document Viewer Media Player Windows Phone7 Series Android acTVila YouTube BBC iPlayer … App Store Ovi ( … etc..) © 2010 ACCESS CO., LTD. All rights reserved. 9

  10. Slide 10: NetFront

    NetFront® © 2010 ACCESS CO., LTD. All rights reserved. 10

  11. Slide 11: ACCESS products and device adoption

    ( ) docomo STYLE series docomo SMART series docomo PRIME series docomo PRO series ACCESS Linux Platform™ NetFront® Magazine Viewer Y! NEC Panasonic Android™ au one Market ( ) NetFront® Living Connect 6 FLV Flash Video (DLNA ) ( Web Flash ) NEC N-04B ( HD PC ( TV ) ( 10 ) ) © 2010 ACCESS CO., LTD. Al

  12. Slide 12: NetFront adoption by device makers

    ( ) NetFront® TV YouTubeXL 3G 2010 2009 3G 40.4% 5 6 ZTE HuaweiNetFront Browser Digital Photo Frame e-Book 3G Yulong CoolPAD DPF TCL Datang Philips …) IMS (Digital Photo Frame) UK BBC iPlayer SAMSUNG LGE BBC iPlayer NetFront Browser Sony NetFront Browser TV TV PANTECH Vestel 2 DTV OEM TV STB PANTECH

  13. Slide 13: NetFront Browser 3G market share

    NetFront ® Browser 3G 2009 3 3G 40.4 NetFront Browser W-CDMA 45.5 TD-SCDMA 64.3 3G 5,700 2010 Huawei ZTE Yulong TCL 3 China Mobile China Unicom China Telecom mBrowser S60 OSS 1.4% Safari 3.3% Myriad 2.2% Others 4.0% 2.2% Obigo 6.1% NetFront 40.4% Opera Mobile 7% IE 10.1% Proprietary Polaris 10.5% 13

  14. Slide 14: NetFront for connected TV

    TV TV TV 2 (2013 ) GoogleTV “Sony Internet TV” (3D VOD…) NHK DTV TV YouTube™ TV YouTube XL BBC Sony HbbTV 2010 YouTube XL BBC iPlayer HbbTV © 2010 ACCESS CO., LTD. All rights reserved. 14

  15. Slide 15: NetFront for Android

    Android™ Android NetFront® User Interface UI Android Browser DLNA UI Framework One-seg IrFront® Widgets Document Viewer IMS ®® © 2010 ACCESS CO., LTD. All rights reserved. 15

  16. Slide 16: NetFront IP-Phone

    IP NetFront® IP-Phone IP LTE VoIP OKI ACCESS IMS ACCESS IP Windows iPhone Android Mobile TV PC ™ ™ ®® © 2010 ACCESS CO., LTD. All rights reserved. 16

  17. Slide 17: ACCESS Linux Platform / IP Infusion

    ACCESS Linux Platform™ IP Infusion © 2010 ACCESS CO., LTD. All rights reserved. 17

  18. Slide 18: ACCESS Linux Platform and OPP Linux

    ALP NTT ALP NEC Panasonic 10 LTE ALP NTT FY2009 FY2010 FY2011 FY2012 OPP Linux (Web runtime) © 2010 ACCESS CO., LTD. All rights reserved. 18

  19. Slide 19: Electric grids and electric vehicles

    21 2020 21 electricity grids PEV PHV 2020 EV 1/3 etc… 8 2030 40 5300 / etc… 22 2014 2014 © 2010 ACCESS CO., LTD. All rights reserved. 19

  20. Slide 20: ON/OFF

    ON/OFF © 2010 ACCESS CO., LTD. All rights reserved. 20

  21. Slide 21: © 2010 ACCESS CO., LTD. All rights reserved.

    © 2010 ACCESS CO., LTD. All rights reserved. 21

  22. Slide 22: Booker's digital publishing

    iPad & Android iPhone iPhone/iPad Android ( docomo KDDI Softbank ) (Booker s) or ( ) A B … … ’’ © 2010 ACCESS CO., LTD. All rights reserved. 22

  23. Slide 23: FeliCa

    FeliCa FeliCa Booker s® Booker s + FeliCa © 2010 ACCESS CO., LTD. All rights reserved. 23

  24. Slide 24: © 2010 ACCESS CO., LTD. All rights reserved.

    © 2010 ACCESS CO., LTD. All rights reserved. 24

  25. Slide 25: NetFront shipments

    NetFront® 9 (2010 3 ) 9 2300 (10,000 units ) ( 8 0,300 ) 2,054 ( 1,617 ) 2001 02 03 04 05 06 07 08 09 10 © 2010 ACCESS CO., LTD. All rights reserved. 25

  26. Slide 26: docomo series devices with NetFront

    2010 docomo STYLE series docomo PRIME series DPF- ( docomo SMART series docomo PRO series © 2010 ACCESS CO., LTD. All rights reserved. 26

  27. Slide 27: Sharp, Sony, Pioneer devices

    SHARP AQUOS LX1 SE1 SC1 SONY PSPgo TL32DX2B TL19BX2B Blu-ray SONY BDP-S370 BDP-S470 BDP-S570 BDP-S770 Pioneer BD-V371 © 2010 ACCESS CO., LTD. All rights reserved. 27

  28. Slide 28: ACCESS is mobilizing high quality communication

    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 ACCESS NetFront ACCESS Linux Platform ACCESS IP Infusion IP Infusion Inc. Booker‘s ACC

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