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Part 1:
Introduction to DataWind
Will enable internet access for the masses of the world
– Manufactures, Markets, and Sells UbiSlate (Aakash) tablets, PocketSurfer handhelds & UbiSurfer netbooks on a powerful Web Delivery Platform
– 18 Patents issued covering 240 claims
– Unique patents enable FREE wireless internet access
– World’s lowest cost computing devices
DataWind:
Category Address Location Team
UK: 8 Chase Rd., Unit 1, London NW10
QD
London, UK 18
Canada: 555 Rene Levesque West,
Montreal, QC H2Z 1B1
Montreal, CA 62
India: 195 Ajit Nagar Sultanwind Rd
Amritsar, Punjab
Amritsar, IN 23
Other:
26 York St., London London, UK 8
7895 Tranmere Drive, Mississauga,
ON
Toronto, CA 13
Hechtseestr. 16
83022 Rosenheim
Munich, DE 3
252 Lakshydeep Plaza, 303 2nd
Floor, Sant Nagar
East of Kailash, New Delhi
New Delhi, IN 7
16/F,CITIC City Plaza,Shennan Road
Central,Shenzhen
Shenzhen, China 5
Staff: Mumbai, Bangalore, Kolkata,
Chennai
Misc/IN 11
Team DataWind – 150 Strong:
Board:
– Andrew Beeson (Co-Chairman)
– Lord Bearsted
– L.S. Tuli
Management:
– Chairman & CTO: Raja Tuli
– CEO: Suneet S. Tuli
– CFO: Stephen Clarke
– COO India Ops: Kuljeet Singh
– COO Americas: Timmy Monico
– VP UK Operations: Alia Khan
– VP Int‟l Sales: Derek Kopke
– Chief Engineer: Marian Iordan
President & CEO: Suneet Singh Tuli– Our CEO & co-founder is Suneet S. Tuli who
oversees business strategy with emphasis on distribution for various international markets. Prior to this Suneet set-up international distribution for Docuport. Before that, Suneet served as the COO for WideCom which markets wide-format office equipment employing over 200 people, with full responsibility for sales, marketing and operations.
Chairman, CTO & Visionary: Raja Singh Tuli– Our Chief Technology Officer and co-founder
is Raja S. Tuli. Raja has conceptualized our products and developed the core technologies. Raja is considered an expert in the imaging industries, with 48 patents approved to date, and an additional 73 pending.
Leadership Team:
Software Developers
App Designers
Database Engineers
Systems Administrators
Embedded Software Developers
Visual Designers
Kernel Software Engineers
RF Design Engineers
Related Entity: Nanotech Engineers (Class 1000/100 cleanroom facilities): Thinfilm deposition
(Sputtering, Evaporation, Plasma Assisted), Etching (Liquid, Plasma), Lithography
• Java, Web Services Developers
• C++ Developers
• ASIC Designer
• Server Architecture Developers
• Mechanical Designers
• Industrial Designers
• Hardware Designers
• Manufacturing Engineers
Strong R&D Team & Resources:
DataWind‟s Breakthrough Internet-Delivery Platform
(18 patents issued & approved) reduces network load, and speeds
delivery of content by factors of 10X to 30X.
Faster User
Experience
INTERNET OR
CORPORATE INTRANET
INTERNET OR
CORPORATE INTRANET
Patented Technology Parallel
Processing Environment
Lower Cost
Device
Desktop-Like Web
Experience
10x to 30x Reduction In
Mobile-Network Data
Consumption
Lower Data Costs6x to 10x Lower Processing
Power & Memory In Client
Device
DataWind‟s core technology:
Mobile Network Congestion & Costs
Business Week article highlighted the crippling effect of higher data-
consuming devices on AT&T‟s network in the US:
40 MB/hr
x 15 hrs/mo
= 600 MB/mo
At Rs.0.30/MB =
Rs. 180/mo.
Router: Load
Balancing
Authentication Server:
Firewall Internal/External
Security
Database Server:
Back office: Client account
information, billing,
bookmarks & cookies
cache.
Modem Pool (For
Circuit Switched) or
Internet (For Packet
Based)
Existing & Future
Cellular/PCS Networks
INTERNET OR
CORPORATE INTRANET
INTERNET OR
CORPORATE INTRANET
INTERNET OR
CORPORATE INTRANET
Application
Servers:
Multiple
simultaneous
client sessions
Scalable Carrier-Class Architecture
20MB =
x Rs. 0.30
= Rs. 6
600MB
DataWind‟s Breakthrough Web Delivery Platform
Datawind‟s technology provides a richer, faster user
experience while consuming much less data: 1.5MB/hr (vs.
40MB/hr)
Data cost of 1,000 web-pages:
Advertising revenue = Rs.24 CPM (cost per thousand
impressions)
Result: FREE MOBILE INTERNET
Hardware: Customer Acquisition Tool
Recurring Revenue Streams:
Internet Access Fees
• ‘Free Access’ creates opportunity for upsell
Advertising Revenues
• Toolbar contextual, search & Email sponsored links
Content Revenues
• App store, Ebook store & Music downloads
Acquisition Tool:
Free/low-cost
Internet
Opportunity:
Upsell
Revenue Model Ecosystem:
Sustainable ecosystem of Device, Access & Content;
Part 2:
Not the $35 Tablet Story
The Story‟s About:
Fighting poverty with passion
Empowering through education:
The pre-requisite to drive development, reduce poverty, improve health, gender equality, peace, and stability.
Breaking the barriers of affordability and accessibility for
Devices
Networks
Content
Building sustainable ecosystems
Thriving businesses vs. Charity
Sustainable Ecosystems
Sustainability requires Demand Drivers
And, economically viable solutions to fulfill that
demand
Viable solutions need to meet the “triple bottom
line” of sustainability – economic, environmental and
social
Demand Drivers: Motivated Parents
Youtube search: Indian Teacher Funny
http://www.youtube.com/watch?v=sIv17Dtw_Y0
Barriers: Affordability & Accessibility
Is affordability a barrier?
United States:
-A computer costs less than 1 week
of salary
-Monthly internet access costs less
than 1 day salary
India:
-A computer costs more than 6
months of salary
-Monthly internet access costs 2
week salary
Internet Users
Mobile Phone
Users
India
100 million internet users (Once per month)
48 million real internet users (Every other day)
4% of the population uses internet – 96% doesnt
900 million mobile phone connections
Affordability Gap:
What if a computing/internet-access device could be
delivered „profitably‟ for the cost of a mobile phone?
4 Billion
Person
Gap
DataWind‟s Device Affordability Solution:
Patented technology shifts burden of
processing power & memory to
backend servers, allowing richer
experience despite lower-cost
processors & memory
Vertical integration of manufacturing
processes squeezes margins from
modular components
Business model ecosystem shifts
margin burden from hardware to
recurring residuals
AAKASH TABLET: Designed,
Developed & Manufactured by
DataWind
Versions 2, 3, 4, 5: Coming fast & furious
6 month product life-cycle:
NetworkScreen
SizeType Processor Battery
Aakash WiFi 7” Resistive366 Mhz
Arm 112100 mAh
UbiSlate7WiFi +
GPRS7” Resistive
700 Mhz
Cortex A8 3200 mAh
UbiSlate7+WiFi+
3G7” Capacitive
Dual Core
Cortex A9 3200 mAh
UbiSlate10WiFi +
3G10” Capacitive
Dual Core
Cortex A9 4000 mAh
Smartphone GPRS 4.5” Capacitive700 Mhz
Cortex A8 2100 mAh
Device Sustainability
Margins & market size motivate DataWind
Manufacturer & channel maintain margins:- better than mobile phones
Existing mobile phone channels provide broad distribution
Value motivates Consumer
Internet: Content, Communication & Commerce: The world‟s fastest mobile
internet device on the developing world‟s congested 2G networks – and it‟s a
phone!
Ebook Reader: Offset device cost against cost of printing paper and distribution
– and save trees!
Video Player: Compelling teaching tool – requires no learning curve!
Domestic production motivates Governments
Creates local employment
Generates tax revenue
Creates opportunities for local innovation
Is $35/$50/$60 affordable?
Priced in the range of a mobile phone
6 billion have been able to afford them
Further justified against cost of book printing & distribution
In the US:
Average cost of books in grade school = $10,800 over a period of 12 yrs
In India:
Average no of books per child per grade = 14.3
Average customer price per book = 109.9 INR
Average customer price of books per child per grade = 1575 INR
Printing/Distribution cost = 35.3% = 556 INR
Life of tablet in hands of child = 3 years
Total savings on printing & dist over life of tablet= 1668 INR = $33
Network Affordability & Accessibility Solution
The network already exists
6 billion mobile phone connections on 2G networks
DataWind‟s breakthrough web delivery platform
delivers a rich, desktop-like experience on existing
networks
Lower data costs
Launch at Rs.98 / $2/mo.
The vision is to deliver basic mobile internet access for FREE
Network Access Sustainability
Zero capital investment motivates operators
2G Networks already exist
Minimal bandwidth consumption
Stepping stone for 3G and higher-value services
Increased revenues motivates operators
Potential for generating revenue without charging for
access
Advertising based revenue models eliminate customer
acquisition costs
Content affordability & accessibility
Open source platforms make content development easier
App-store concept allows accessibility
Advertising based business models drive content/application costs lower
DataWind‟s efforts:
Student application contest: Source of innovative ideas
Encourage entrepreneurial journey
NGO „idea‟ contest with NASSCOM Marry NGO ideas with app developers
Donate devices for field trials
Content Sustainability
Mass reach motivates developers & publishers
The next billion internet users are coming!
Revenue opportunities motivates developers &
publishers
Proven advertising based monetization models allow
broad deployment and significant revenue potential
What‟s different this time
“Some critics have noted that this is not the first time such a device has been promised for India, recalling the hoopla that greeted earlier devices like the Simputerand the $100 laptop (OLPC) project. What is different this time around?”
Affordability
Connectivity
Profitable business model and ecosystem (not a charity)
Its inspired the consumer‟s imagination
Flood gates have opened:
November 17, 2011: Industry Analyst:“….tablets to be sold in a year would be in the range of 250,000 to 500,000 units. The low price is attractive only for students and the youth, who are aspiring to buy new products”
Analysts Disagree
November 17, 2011: DataWind Demand:322,000 Individual Enduser Pre-bookings3,000,000 Corporate/Institutional/Bulk - EOI__________________________________5,000,000 Units – 2012 DataWind Forecast for India
20x Analyst Estimates of Indian Tablet market
50% of Indian PC Market
The Flood Gates Have Opened:
Government‟s Role:
Make it part of the educational curriculum
Open-fair tendering process
Promote:
Domestic production
Content & connectivity
E-governance; mobile-health; financial-inclusion;
Promote citizen participatory platforms
World Bank‟s Support:
For DataWind (& others): Provide guidance &
support
We need your domain expertise in the international
development space to achieve the deepest impact
For Governments:
Educate & inform governments around the world
Help reduce hurdles to sustainable ecosystem – allow
openness & competition
Promote open, fair & transparent tendering processes –
eliminate favoritism
