part 1_corp pres.pdf

7/29/2019 Part 1_Corp Pres.PDF

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Y o u r p a s s p o r t t o t h e

d i g i t a l a g e


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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001

GemplusGemplus

in thein theWireless MarketWireless Market

1. Overview of the Wireless Market1. Overview of the Wireless Market

2. Gemplus : A Global Leader in Wireless Smart Cards2. Gemplus : A Global Leader in Wireless Smart Cards


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4 mobiles for every PC in theWorld

More power, more memory, more bandwidth

Evolving landscapeEvolving landscape


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Wireless/GSM SubscribersWireless/GSM Subscribers

CDMA, TDMA, PDC, 3G areCDMA, TDMA, PDC, 3G are adoptingadopting SmartSmart CardsCards

Source : Gemplus

Millions

71138

258

90

429

144

590

191

737

235

0

200

400

600

800

1000

1200

1996 1997 1998 1999 2000 2001 2002

Others

3G

TDMA/CDMA

GSM

45%

54%62%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1998 1999 2000

The SIM card dominates


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GSM Subscribers per regionsGSM Subscribers per regions

0,0

100,0

200,0

300,0

400,0

500,0

600,0

700,0

Millions

Europe GCHINA Americas ASPAC Total

1999

2000

2001

Source : Gemplus


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The SIM Card in WirelessThe SIM Card in Wireless

TheThe SmartSmart CardCard

isis thethe key...key...

...as THE uniq ue lin k b etween

Subscr ibers and Operators


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Why useWhy use SIMsSIMs......

n The smart card adds value : User-friendliness for entertainment

Ready to use technologies

Flexibility to download new services Over The Air

n Benefits for the Telecom operators Increase SMS traffic

Sustain interest and build loyalty

Ready now and educates consumers for 3G

Gain kudos by providing innovative services

Network security

Logistics and portability of information

Application security (WIM, w-PKI, secure STK applications)


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OpenOpen YourYourImaginationImagination

To SIMTo SIM--BasedBased ServicesServices

STKIs

STKIsDrivingDrivingTheVAS

TheVASMarketMarket


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GemplusGemplus

and theand theWireless MarketWireless Market

1. Overview of the Wireless Market1. Overview of the Wireless Market

2. Gemplus : A Global Leader in Wireless Smart Cards2. Gemplus : A Global Leader in Wireless Smart Cards

3. The Future3. The Future


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SIM Card supplier N1SIM Card supplier N1

MoreMore thanthan 300 Million300 Million cards deliveredcards delivered!!

4582

154

0

50

100

150

200

250

300

Millions

94 95 96 97 98 99 00

Cumul: 100Cumul: 100




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Total RevenueTotal Revenue

0

200

400

600

800

1000

1200

1400

1999 2000

Asia

EMEA

Americas

* Source: Gemplus 2000 results

1205 M+57%

767 M

15%

58%

26%+122%

+39%

+57%

Continued rapid growth - China sets the pace

Million


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Revenue by SegmentRevenue by Segment

0

200

400

600

800

1000

1200

1400

1999 2000

Telecommunications

Network Systems

Other

* Source: Gemplus 2000 results

1205 M

766 M

10%

16%

73%+83%

+22%

+1%

Telecommunications: the Driving Force

Million


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311,8 337,7

482,2

883,7

0

100

200

300

400

500

600

700

800

900

1997 1998 1999 2000

GemplusGemplus TelecomTelecom TurnoverTurnoverin Min M

M

Source : Gemplus

+42,8%

+83,2%


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TelecommunicationsTelecommunications

n including:

SIM Modules, Software & Services

Prepaid Phone Cards & Scratch Cards

80% growth

1999-2000


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HeadcountHeadcount

7870

5497

4338

5947

7870

0

1000

2000

3000

4000

5000

6000

7000

8000

1998 1999 2000

Growing expertise worldwide

Employeenumbers


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0

20

40

60

80

100

120

1998 1999 2000

R & D InvestmentsR & D Investments

million

Euros

*Gemplus estimates

The largest R&D* team in the industry

47m67m

104m


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Gemplus Research & DevelopmentGemplus Research & Development

n More than 900 eng ineersworldwide

operating in business focusedteams

Telecom; Financial Services; E-Business

with key core comp etenciesin

Security; Performance; Card O/S; Applets;

Enabling Tools; Manufacturing technologies

delivering the techno logy solut ion s of the future ...

32-bit CPUs, optimized for JVM: high performance andsecure

High-capacity card memory (1 megabyte and beyond)

Bluetooth

Biometry


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Worldwide LocationsWorldwide Locations

AMERICAS

Montreal

Toronto

Austin

Dallas

Miami

MontgomeryvilleRedwood Shores

San Jose

Washington

Bogota

Buenos Aires

Caracas

Cuernavaca

Mexico City

Santiago

So Paulo

Bracknell

Copenhagen

Dublin

Dusseldorf

Filderstadt

Gemenos

Geneva

HavantHerne

Ismaning

Istanbul

La Ciotat

Leipzig

London

Adelaide

Bangkok

Beijing

Guangzhou

Hong Kong Del

Jakarta

Kuala Lumpur

MelbourneNew Delhi

Seoul

Shanghai

Singapore

Sydney

Taipeh

Tianjin

TokyoZuhai

EMEA ASPACAMERICAS

Luxembourg

Madrid

Marseille

Milan

Moscow

Paris

Prague

RomeRotterdam

Sarcelles

Stockholm

Warsaw

Zaventem

Dubai

CairoCape Town

Johannesburg


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Global Leader in MassiveGlobal Leader in Massive and Rapidlyand Rapidly

Growing WirelessGrowing Wireless InfrastructureInfrastructure MarketMarket

Source:Company Estimates based on Eurosmart Data 1999 (units shipped)

Gemplus

41%

Schlumberger

Giesecke &

Devrient

Oberthur

Orga

Other

A world leading provider of enabling technologies, products and services

for secure wireless communication and transactions


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Active Partner of the Wireless WorldActive Partner of the Wireless World

GemplusGemplus isis anan Associate MemberAssociate Member

of theof the GSM AssociationGSM Association

ETSI

SIM ALLIANCE

TIA

GSM

JCF

3GPP

Radicchio

3G

WAP

GAIT


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Dealing with theDealing with the BestBest

And alsoAnd also MannesmannMannesmann, T, T--Mobil,Mobil, OmnitelOmnitel,, TurkcellTurkcell, BT, BT

CellnetCellnet

Gemplus supplies to all top 10 GSM Operators WorldwideGemplus supplies to all top 10 GSM Operators Worldwide

Gemplus supplies >60%Gemplus supplies >60% ofofGSMGSM OperatorsOperators (~280)(~280)

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