051208 Osawa

Slide1: 

“ Opportunity for U.S. Firms ” in the growth of wireless network businesses in Asia Koji Osawa, Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005

Global Catalyst Partners: 

VC for Early Stage Start-up Companies in IT sector (Component, Software, System/Sub-System) $300M under management Management Team Kamran Elahian (Chairman & Co-Founder) (Co-Founder of Ciruss Logic, NeoMagic, Centillium) Koji Osawa (Managing Principal & Co-Founder) (Mitsubishi Corp.) Vijay Parikh (Managing Principal) (VP & GM, CISCO Systems) Art Schneiderman （Principal & Co-Founder) (Partner, Wilson Sonsini Goodrich & Rosati) Global Operation US, Japan, Beijing, Singapore, Israel Global Catalyst Partners

Wireless Businesses in Asia: 

Wireless Businesses in Asia Asia is the largest region for BWA deployment.

BWA Subscribers (Asia vs. NA): 

BWA Subscribers (Asia vs. NA) Thousands of Subscribers Market Assessment　for Aisa-Pacific ・India and China present the largest global opportunity for growth ・Developed regions such as Korea and Japan are interested in prospects for mobile WiMAX Source: YANKEE GROUP “Positioning WiMAX for Success in the Global Broadband Market” 2004

Wireless Businesses in Asia: 

Wireless Businesses in Asia Asia is the largest region for BWA deployment. Each Asian country have unique characteristics. Japan / Korea : High ratio of Mobile Internet

Ratio of mobile phone Internet subscribers to mobile phone subscribers: 

Ratio of mobile phone Internet subscribers to mobile phone subscribers [%] Source: White Paper 2005 (Ministry of Internal Affairs and Communication of Japan (MIC) )

Wireless Businesses in Asia: 

Wireless Businesses in Asia Asia is the largest region for BWA deployment. Each Asian countries have unique characteristics. Japan / Korea : High ratio of Mobile Internet Very active to adapt new technologies and services (ex.) 3G, EV-DO, HSDPA, WiMax, Camera Phone, Contactless IC Card, RF ID, GPS, Ringtone, Terrestrial Digital Broadcasting, …….

Mobile phone subscribers in Japan: 

Mobile phone subscribers in Japan Transition in the number of mobile phone subscribers in Japan Transition in the number of 3G mobile phone subscribers in Japan Source: White Paper 2005 (MIC of Japan)

Features of Mobile Phones: 

Features of Mobile Phones Survey on the Most Useful Features of Mobile Phones in Japan [%] Source: White Paper 2005 (MIC of Japan)

Slide10: 

Camera Phone (WW) Source: Informa Telecoms & Media ‘Future Mobile Handsets strategic report 2005’

Terrestrial digital broadcasting in Japan: 

Terrestrial digital broadcasting in Japan Shipment of terrestrial digital broadcasting receivers Source: White Paper 2005 (MIC of Japan)

Slide12: 

Contactless IC Cards “FeliCa (Sony) ” FeliCa card is the world's first contactless smart card certified by ISO / IEC 15408 EAL4, which is the most reliable criteria to measure the security level of a system. Source: www.sony.net /products/felica/

eMoney Services in Japan: 

eMoney Services in Japan

Shipments of FeliCa chips reached 100 million units as of October, 2005 : 

Shipments of FeliCa chips reached 100 million units as of October, 2005 Shipments of FeliCa chips 100 million ・Contactless IC card 90 million ・Mobile FeliCa 10 million Singapore Japan HongKong China Thailand India Mobile Source: www.sony.net

Wireless Businesses in Asia: 

Wireless Businesses in Asia Asia is the largest region for BWA deployment. Each Asian countries have unique characteristics. Japan / Korea : High ratio of Mobile Internet Very active to adapt new technologies and services (ex.) 3G, EV-DO, HSDPA, WiMax, Camera Phone, Contactless IC Card, RF ID, GPS, Ringtone, Terrestrial Digital Broadcasting, ……. Major system, device & service companies (Samsung, LG, NEC, Panasonic, Sony, Hitachi, Fujitsu,….)

Wireless Businesses in Asia: 

Wireless Businesses in Asia China : World leader in mobile subscribers and large opportunity to grow

China World Leader in….: 

China World Leader in….

Wireless Businesses in Asia: 

Wireless Businesses in Asia China : World leader in mobile subscribers and large opportunity to grow MVAS sales for 2005 is $1B+ and growing

China’s MVAS Markets: 

China’s MVAS Markets Source : Morgan Stanley Research

Wireless Businesses in Asia: 

Wireless Businesses in Asia China : World leader in mobile subscribers and large opportunity to grow MVAS sales for 2005 is $1B+ and growing Crucial mass-market manufactures (Huawei, ZTE, …) India : Large opportunity to grow 60M mobile users today and 120M lines expansion by 2007 Active to deploy BWA (BSNL, Reliance, Tata,....) Taiwan : Center of handset manufacturing (BenQ, Compal, ASUS, Foxconn, Quanta, CMCS, Arima, HTC, Inventech, …..)

Opportunities for U.S. Firms: 

Opportunities for U.S. Firms Asia : Growing Market Active to adapt New Technologies & Services Major System & Device Companies Opportunities : Infrastructure (System, SW, Services, ….. ) India, China, BWA, RF ID, Contactless IC Card, M-Commerce, …. Enabling Technologies (Components, SW, System, …. ) Lower Cost, More Features, Lower Power, New Revenue Generation, …. Services & Content Local oriented, but Business Model, Brand, …. Investment, M&A Opportunities for PEs (VCs, Buyout,..) & Corporations Exit Strategy Acquisitions by Asian Firms

Slide22: 

Thank You. Koji Osawa, Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005