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    View Slides (Koji Osawa's Presentation) View Slides (Koji Osawa's Presentation) Presentation Transcript

    • “ 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
      • 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
      • Asia is the largest region for BWA deployment.
    • 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
      • 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 [%] Source: White Paper 2005 (Ministry of Internal Affairs and Communication of Japan (MIC) )
    • 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 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 Survey on the Most Useful Features of Mobile Phones in Japan [%] Source: White Paper 2005 (MIC of Japan)
    • Camera Phone (WW) Source: Informa Telecoms & Media ‘Future Mobile Handsets strategic report 2005’ 745.5 793.3 820.2 844.0 867.0 899.4 301.5 373.6 450.3 530.7 604.5 691.3 0 100 200 300 400 500 600 700 800 900 1000 2005 2006 2007 2008 2009 2010 Total handsets Cameraphones Sales (m) Cameraphone Sales Forecasts
    • Terrestrial digital broadcasting in Japan Shipment of terrestrial digital broadcasting receivers Source: White Paper 2005 (MIC of Japan)
    • 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 Sony Finance Int’l bitWallet (NTT DoCoMo, Sony, ANA, Toyota etc.) JR East Provider Image eLIO authenticates yourself and shop safe on the web ・ 36 associates (card companies) eLIO Internet Credit “ 3 in 1 Card” One card usable in prepaid (with Edy), debit and credit card ・ 14 million users Edy Prepaid e-money “ Touch-and-Go” and Seamlessly Pass through the Ticket Gate ・ Over 14million users Suica Super Urban Intelligent Card Commuter Tickets Concept Trade name Service
    • 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
      • 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
        • China :
          • World leader in mobile subscribers and large opportunity to grow
    • China World Leader in….
    • 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 Source : Morgan Stanley Research
    • 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
        • 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
    • Thank You. Koji Osawa , Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005