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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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
4 mobiles for every PC in theWorld
More power, more memory, more bandwidth
Evolving landscapeEvolving landscape
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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
OpenOpen YourYourImaginationImagination
To SIMTo SIM--BasedBased ServicesServices
STKIs
STKIsDrivingDrivingTheVAS
TheVASMarketMarket
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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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
Cumul: 200Cumul: 200
Cumul: 300Cumul: 300
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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
TelecommunicationsTelecommunications
n including:
SIM Modules, Software & Services
Prepaid Phone Cards & Scratch Cards
80% growth
1999-2000
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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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 Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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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Gemplus Corporate Presentation Nicolas SMAYRABull & Innovatron PatentsAugust 2001
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)