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The State of the Industry Presentation

1 The State of the Industry - AustraliaAustralias domestic consumer electronics devices market, defined as including computing devices, mobile handsets, and video audio, home entertainment, domestic appliances and gaming products, is projected to be worth around US$12.2bn.

In 2009, with the government stimulus handouts and lower interest rates is having a positive effect on driving growth.

Retailers predict continued sales growth but with margins under pressure.

2Australian Economy Coupled to Asia

Japan, China South Korea & India account for >50% of AUST exportsHarvey Norman 98 storesHarvey Norman retail sales for the three months up to 30 September 2009 rose 4.3 per cent,

Mr Harvey, the chairman, said that Harvey Norman would have a "positive future" and added that it was increasing market share in all key product categories.

Management said there was a "significant improvement" in net profit from underlying operations in the second half of the year.

IG Markets analyst Cameron Peacock said: "The Harvey Norman result, while slightlydown on last year, is clear confirmation that analysts became too pessimistic about the health of consumers and certainly underestimated their resilience. Harvey Norman's franchisee sales revenue was $5.06 billion, up from $4.86bn, while company-owned sales revenue was $1.44bn, compared with $1.43bn in fiscal 2008.

Despite the growth in sales, full-year earnings before interest and taxes from continuing operations fell 31 per cent to $383m, from $555.1m last year.

Management said margins at Harvey Norman, franchisees in Australia remained under pressure.

JB Hi FI 130 storesHOME entertainment retail chain JB Hi-Fi has reported a surge in consumer spending and is tipping a strong Christmas trading season as shoppers shrug off the impact of higher interest rates.

Sales growth for existing JB stores had increased over the past six weeks from 3.8 per cent in mid-August to average 8.4 per cent for the whole of the first quarter

The company expected another year of sales and earnings growth and said fiscal 2010 sales should be around $2.8 billion, up 20 per cent on year

Government stimulus cheques helped support consumer spending in the first half of the year but that money had largely worked its way through the system by July, so positive sales trends in recent weeks were an encouraging sign for the retailer.

Home entertainment continues to become more of a staple category as consumers embrace technology."

Home entertainment products continued to be popular with consumers, despite the broader economic slowdown, JB Hi-Fi said. For the most part, retailers in the clothing, department store and supermarket sectors have been reporting sales growth for the year.

The company raised its target payout ratio to 50 per cent of earnings to reflect "continued strong cash flows from existing stores" as well as "overall company growth".

Expected timing for improvement in business conditions

Around 40 per cent of businesses expected an improvement in business conditions before the end of the year.

Services firms were the most likely to believe an improvement in conditions was already underway.

Fiscal and monetary policy stimulus appears to have had an impact in the sector.

Sector Performance & TrendsData for some key CE product sectors Product sales and market trends:> Small Kitchen Appliances> Air Conditioners> Flat Panels, DVDs & Set Top Boxes> Vacuum Cleaners> Personal Care> Cordless Phones> Interactive Games

Small Kitchen Appliances + 5.1%

Air Conditioners + 4.1%

Flat Panels, DVDs & Set Top Boxes + 141%

Vacuum Cleaners + 6.7%

Vacuums - Bagged vs Bagless + 4%

Personal Care + 9.4%

Cordless Phones - 4%

Interactive GamesIn 2007-08 Sales of Video & Computer games is worth $1.5 Billion (AUD) an increase of 53% on the previous financial yearThe Interactive Entertainment Association of Australia:

Ai Groups Strategic Position The strategic objectives of Ai Groups electronics industry development agenda are to:

identify, improve and develop the capability of the electronics industry; promote a high level of communication, networking and cooperation in the electronics industry;

optimise the interaction and cooperation between government and the electronics industry;

promote greater involvement in national and global markets and increase the level of technology diffusion through global alliances; and

identify industry skills requirements and improve training and education programs.

Chart10.2270.1460.0830.0610.0550.0420.0420.0370.0280.255

Australia's Top Ten Export Markets

Sheet1Japan22.70%China14.60%Republic of Korea8.30%India6.10%United States5.50%New Zealand4.20%United Kingdom4.20%Taiwan3.70%Singapore2.80%Other25.50%

Sheet1

Australia's Top Ten Export Markets

Sheet2

Sheet3

Chart471822793485971265491146621151694181979215957246320220635148251142820466474458644305743287719266748309412327863331540388491371198159117181677195482119907985011345012593480794030696259856432304012355496262924693169101252922134668181457948558707

20082009UnitsSmall Kitchen Appliances

TVChange44%40%34%7%*-20%220%141%20082009LCD1,014,4461,458,652Plasma403,970568,920PVR52,07569,910DVD-PVR240,415256,121Blu-Ray PVR*6,856SD-STB393,924313,516HD-STB169,856543,782TOTAL2,274,6863,217,757

TV1014446145865240397056892052075699102404152561210685639392431351616985654378222746863217757

20082009UnitsDigital TV Panels & Receivers

Smalls20082009Bench Mixers71,82279,348Breadmakers59,71265,491Coffee Grinders146,621151,694Deep Fryers181,979215,957Food Processors246,320220,635Food steamers148,251142,820Frypans/Skillets466,474458,644Grillers305,743287,719Hand Mixers266,748309,412Hot Beverage makers327,863331,540Jug Blenders388,491371,198Juicers159,117181,677Kettles1,954,8211,990,798Novelty501,134501,259Rice Cookers348,079403,069Sandwich Press625,985643,230Slow Cookers401,235549,626Stick Blenders292,469316,910Toasters1,252,9221,346,681TOTAL8,145,7948,558,707

Smalls0000000000000000000000000000000000000000

20082009UnitsSmall Kitchen Appliances

Vacuum Cleaners20082009CanisterUpright

A-C20082009Portable70,46897,898Single Window Type107,559110,443Split Wall Mounted355,721349,120Other Types5,4373,973TOTAL539,185561,434

A-C0000000000

20082009UnitsAir Conditioners

Chart3704689789810755911044335572134912054373973539185561434

20082009UnitsAir Conditioners

TVChange44%40%34%7%*-20%220%141%20082009LCD1,014,4461,458,652Plasma403,970568,920PVR52,07569,910DVD-PVR240,415256,121Blu-Ray PVR*6,856SD-STB393,924313,516HD-STB169,856543,782TOTAL2,274,6863,217,757

TV1014446145865240397056892052075699102404152561210685639392431351616985654378222746863217757

20082009UnitsDigital TV Panels & Receivers

Smalls20082009Bench Mixers71,82279,348Breadmakers59,71265,491Coffee Grinders146,621151,694deep Fryers181,979215,957Food processors246,320220,635Food steamers148,251142,820Frypans/Skillets466,474458,644Grillers305,743287,719Hand Mixers266,748309,412Hot Beverage makers327,863331,540Jug Blenders388,491371,198Juicers159,117181,677Kettles1,954,8211,990,798Novelty501,134501,259Rice Cookers348,079403,069Sandwich Press625,985643,230Slow Cookers401,235549,626Stick Blenders292,469316,910Toasters1,252,9221,346,681TOTAL8,145,7948,558,707

Smalls0000000000000000000000000000000000000000

20082009UnitsSmall Kitchen Appliances

A-C20082009Portable70,46897,898Single Window Type107,559110,443Split Wall Mounted355,721349,120Other Types5,4373,973TOTAL539,185561,434

A-C0000000000

20082009UnitsAir Conditioners

Chart11014446145865240397056892052075699102404152561210685639392431351616985654378222746863217757

20082009UnitsDigital TV Panels & Receivers

Sheet1Change44%40%34%7%*-20%220%141%20082009LCD1,014,4461,458,652Plasma403,970568,920PVR52,07569,910DVD-PVR240,415256,121Blu-Ray PVR*6,856SD-STB393,924313,516HD-STB169,856543,782TOTAL2,274,6863,217,757

Sheet10000000000000000

20082009UnitsDigital TV Panels & Receivers

Sheet2

Sheet3

Chart5879013911253588655829141065450430327461457051850818475184472417542490745321513712562721340773

20082009UnitsVacuum Cleaners

TVChange44%40%34%7%*-20%220%141%20082009LCD1,014,4461,458,652Plasma403,970568,920PVR52,07569,910DVD-PVR240,415256,121Blu-Ray PVR*6,856SD-STB393,924313,516HD-STB169,856543,782TOTAL2,274,6863,217,757

TV1014446145865240397056892052075699102404152561210685639392431351616985654378222746863217757

20082009UnitsDigital TV Panels & Receivers

Smalls20082009Bench Mixers71,82279,348Breadmakers59,71265,491Coffee Grinders146,621151,694Deep Fryers181,979215,957Food Processors246,320220,635Food steamers148,251142,820Frypans/Skillets466,474458,644Grillers305,743287,719Hand Mixers266,748309,412Hot Beverage makers327,863331,540Jug Blenders388,491371,198Juicers159,117181,677Kettles1,954,8211,990,798Novelty501,134501,259Rice Cookers348,079403,069Sandwich Press625,985643,230Slow Cookers401,235549,626Stick Blenders292,469316,910Toasters1,252,9221,346,681TOTAL8,145,7948,558,707

Smalls0000000000000000000000000000000000000000

20082009UnitsSmall Kitchen Appliances

Vacuum Cleaners20082009Canister879,013911,253Upright58,86558,291Robot4,1065,450Handstick43,03274,614Compacts5,70518,508Wet & Dry18,47518,447Handheld241,754249,074Electric Sweeper5,3215,137TOTAL1,256,2721,340,773

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