Sachio SEMMOTO EACCESS

Information about Sachio SEMMOTO EACCESS

Published on November 28, 2007

Author: Churchill

Source: authorstream.com

Content

Slide1:  Broadband Revolution in Japan   November 23, 2005 Dr. Sachio Semmoto Founder, Chairman & CEO eAccess Ltd. IDATE 27th International Conference Slide2:  Be invested by Goldmansachs, Morgan Stanley, Carlyle as private equity fund Completed its Initial Public Offering in Tokyo Stock Exchange Mothers on October 2003 Listed first section 1 of Tokyo Stock Exchange on November 2004 (the fastest record of first section of TSE for independent start-up) (As of June 2005) Corporate Overview eAccess Accomplishment:  eAccess Accomplishment 11.1999 Founding of eAccess Ltd. 2.2000 Completion of private equity placement (\4.5 billion) 11.2000 Commenced ADSL commercial service 2.2001 Completion of private equity placement (\5.0 billion) 9.2001 Completion of private equity placement (\10.0 billion) 5.2002 Signed Business Purchase Agreement with Japan Telecom 10.2003 IPO on Tokyo Stock Exchange Mothers 7.2004 Acquisition of ISP Business from AOL Japan 11.2004 Listed on Tokyo Stock Exchange First Section 1.2006  Founding of eMobile Ltd. 11.2006 Awarded 3G Mobile License Slide4:  eAccess Board Structure Strong Corporate Governance with Seven External Directors 【3 Internal Board of Directors 】 【7 External Board of Directors 】・・・Extensive Experience in the Global and Domestic Telecom, IT and Financials Market Size of Telecom and Broadcasting Industry:  Market Size of Telecom and Broadcasting Industry Source: Joho Tsushin Handbook 2005, Company estimates Broadband Telecom:Approx. 800 billion yen Mobile Telecom:Approx. 9 trillion yen Market Trend: From Fixed to Mobile From Narrowband to Broadband Telecom and Broadcasting Convergence Total Telecom Market Size Approx. 16 trillion yen Total Contents/Broadcasting Market Size Approx. 4 trillion yen Convergence [Going Seamless] Fixed Telecom:Approx. 6.3 trillion yen Slide6:  eAccess Growth Story ADSL wholesale business Acquisition of AOL ISP business Metallic phone and ADSL bundled service Entry to the mobile market Product Roadmap - From ADSL to Mobile ADSL Expansion Phase ADSL Transition Phase Mobile Expansion Phase Slide7:  Japan accounts for 12% of the global 114.8 million ADSL market Source: Point Topic (thousand lines) Global ADSL market increased 48% YoY 114,895 Worldwide ADSL Market Growth Japan 12.3% US 13.9% China 18.5% Korea 5.8% Others 49.5% Slide8:  Japan’s Broadband Market Growth Source : MIC (thou. Subscribers) DSL continues to grow rapidly and tremendously in the short term, compared to FTTH and CATV. DSL (68%) CATV (15%) FTTH (17%) Slide9:  Reasons for ADSL’s Growth -Price & Speed- Source: MIC World’s Fastest and Cheapest ADSL Service Comparison of ADSL Price in the World ($) 50M 0.8M 0.5M 0.8M 0.5M 1.5M Speed 25 27 35 39 47 48 0 10 20 30 40 50 eAccess Seoul New York London Paris Düsseldorf Slide10:  High Growth Potential for the ADSL Market Short Distance From NTT’s CO and the Customers’ Premises Other Reasons High Population Density Low Usage of CATV Reasons for ADSL’s Growth –Deregulation & Geography- Favorable Geographic Environment Distribution of Telephone Line Distance Source: Sumitomo Electric Materials US UK Germany Italy 15% 40% 45% 70% 25% 65% 65% 85% 50% 80% 75% 90% Japan 85% 90% 95% ~3km 4km 5km Favorable Regulatory Environment ADSL Nationwide Expansion Reduction in Collocation Cost Shortened Provisioning Period Unbundling of Modems (Adoption of the DIY menu) IP Backbone Construction (Unbundling of Dark Fiber) Introduction of Line-Sharing Slide11:  Mobile Market Opportunities CATV 15%  Approx. 300 operators FTTH 14%  Approx. 10 operators Source: MIC (as of March 2005) eAccess NTT group Power companies Softbank ACCA Heisei Denden others 700 billion yen market Shared by over 300 operators Source: TCA (as of July 2005) 8.5 trillion yen market Shared by 3 operators J-COM others NTT DoCoMo 56% KDDI group 27% Vodafone 17% Mobile market is 12X larger than the fixed broadband market. ADSL 71%  Approx. 30 operators NTT group KDDI Power companies Usen Softbank STnet others Slide12:  One of the World’s Highest ARPU High ARPU in Japan Due to Lack of Competition ARPU Comparison (as of March 2005) Source: Merrill Lynch “Global Wireless Matrix 1Q05” Slide13:  Growth Potential in Minutes of Usage High Mobile Phone Charges Have Kept MOU Low in Japan (Mins) Source: Merrill Lynch, “Global Wireless Matrix 1Q05” MOU Comparison (as of March 2005) Slide14:  Expensive Cost per Minute High ARPU and Low MOU, Resulting in High Cost per Minute Cost per Minute (as of March 2005) Source: Merrill Lynch, “Global Wireless Matrix 1Q05” Deregulation and User Demand of Telecommunications in Japan:  ADSL Mobile Telecommunications Deregulation and User Demand of Telecommunications in Japan Releasing dry copper Releasing collocation, line-sharing and dark-fiber, and applying DIY Increasing of Broadband demands Releasing 1.7G㎐ Bandwidth Installing MNP Increasing of Mobile Broadband demands Mobile/PHS Subscriber Forecasts and Penetration Rates:  Mobile/PHS Subscriber Forecasts and Penetration Rates 3G, Migration to Flat rate, Increased Data Demand and Increased usage of second handsets will push the market to grow over 100% penetration We expect 43 million additional subscribers from 2006/3~2012/3 Global Comparison of Mobile Phone Penetration:  Global Comparison of Mobile Phone Penetration Country Comparison of Mobile Penetration Rates Oct.-Dec. 2004 Source:Merrill Lynch "Global Wireless Matrix 4Q04" 105% 51% 56% 60% 61% 71% 105% 104% 104% 104% 100% 100% 99% 96% 95% 95% 94% 90% 89% 87% 87% 86% 80% 76% 74% 107% 110% 106% 109% Russia Malaysia Poland US Japan France Korea New Zealand Belgium Germany Switzerland Australia Singapore Denmark Finland Taiwan Ireland Spain Austria Netherlands Greece Norway UK Czech Israel Hong Kong Portugal Sweden Italy 70.6% 60.0% 70.0% 80.0% 90.0% 100.0% 110.0% 6 Mos 12 Mos 18 Mos 24 Mos 30 Mos 36 Mos 42 Mos 48 Mos 54 Mos JAPAN Hong Kong Greece Portugal Italy Sweden UK Norway Japan’s relative position of penetration rate Penetration rate in Japan is low, relative to the global standard where in some countries exceed 100% In high penetrated countries, prepaid SIM services and 2nd handsets for specialized purposes are widespread Despite the slowdown in Japan’s penetration level, huge potential for further market growth still exist Product Strategy – Convergence – Seamless FMC Service:  Product Strategy – Convergence – Seamless FMC Service Home While Moving / Outside Office W-CDMA Wi-Fi Wi-Fi ADSL Office Wi-Fi FMC W-CDMA and Wi-Fi to switch seamlessly, depending on location (Voice and Data) W-CDMA and Wi-Fi to switch flexibility, depending on contents Utilize the best communication method depending on your location and preferred contents Dedicated Lines Product Strategy - Mobile Applications – Handset Conceptual Models:  Product Strategy - Mobile Applications – Handset Conceptual Models Multi-Functional Model Touch Screen Model Wireless Data Communication Model Music Box Model Sales Strategy/Distribution Channels:  Sales Strategy/Distribution Channels MVNO [ISP] Distribution to existing members [Business Users] Strong sales channel [Infrastructure Providers] Providing comprehensive telecommunication infrastructure [Distributors/ Manufactures] Diversification of Handsets Direct sales Web sales Carrier shops Sole Agent under trading companies or manufactures Independent representative offices Independent mass retail stores MVNO: Mobile Virtual Network Operator [Portal] Distribution to existing members Slide21:  Closing This presentation has been prepared by eAccess Ltd. (“the Company”). This presentation contains forward-looking statements, which are subject to risks, uncertainties, and assumptions. This presentation is being presented solely for your information and is subject to change without notice. No representation or warranty, expressed or implied, is made and no reliance should be placed on the accuracy, actuality, fairness, or completeness of the information presented. The Company accept no liability whatsoever for any losses arising from any information contained in the presentation. This presentation does not constitute an offer or invitation to purchase or subscribe for any shares of the Company, and no part of this presentation shall form the basis of or be relied upon in connection with any contract or commitment. Thank You Very Much

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