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“ 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

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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
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
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

Source:

YANKEE GROUP

“Positioning WiMAX for

Success in the Global

Broadband Market” 2004

Market Assessmentfor 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

wireless businesses in asia1
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 asia2
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

Cameraphone Sales Forecasts

Sales (m)

1000

899.4

867.0

900

844.0

820.2

793.3

800

745.5

691.3

700

604.5

600

530.7

450.3

500

373.6

400

301.5

300

200

100

0

2005

2006

2007

2008

2009

2010

Total handsets

Cameraphones

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/

shipments of felica chips reached 100 million units as of october 2005
Shipments of FeliCa chips reached 100 million units as of October, 2005

China

Japan

Thailand

HongKong

Mobile

India

Singapore

Shipments of FeliCa chips 100 million

・Contactless IC card 90 million

・Mobile FeliCa 10 million

Source: www.sony.net

wireless businesses in asia3
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 asia4
Wireless Businesses in Asia
  • China :
    • World leader in mobile subscribers and large opportunity to grow
wireless businesses in asia5
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 asia6
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