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Is 2008 finally the year for LBS?
Hassan WahlaSenior Director, Business DevelopmentTeleNav
July 17, 2008
Agenda
TeleNav Company Overview
Why has it taken so long for LBS to take off?
Is 2008 the year of LBS?
Forecasts
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
Always Find Your Way!/
TeleNav Company OverviewThe Pioneer in mobile LBS. First to launch LBS in USLargest and most successful GPS application provider in the world – #1 in Devices, #1 in Deployments, ~450 EmployeesDevices, #1 in Deployments, 450 EmployeesDeployed by over dozen wireless carriers in 22 countries across 4 continents
"The market for location-based services continues to grow … and TeleNav clearly leads " Marina Amoroso, Yankee Group
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Why has it taken so long for LBS to take off?Why has it taken so long for LBS to take off?
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
Always Find Your Way!/
What was the first major/killer app on Internet that helped grow the awareness of Internet?
SkypeGoogle
E-Mailhotmail
E MailBasic Human Need: Communication
Yahoo!EBay
Mid 1960’s Mid 1990’sInternet took 30 years to take off
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What was the first major/killer app on GPS that helped grow the awareness of GPS?
****
GPS (Satellite) Navigation Basic Human Need: Moving, eating, sleeping
TeleNav
GarminTomTom
Hertz Never Lost
Early 1970’s Early 2000’s
Took 30 years to take off
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Took 30 years to take off
Why GPS Now— Let’s Learn From History
Internet GPSDARPA sponsored DoD sponsored
PC prices go down Chip prices go down
Standard technologies Small size
Backing from Al Gore Backing from Al Gore
Standard technologies Small size
Better, faster Better, more accurate
30 years to take off 30 years to take off
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Is 2008 finally the year of LBS?Is 2008 finally the year of LBS?
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
Always Find Your Way!/
Growing Awareness / LBS Becoming Mainstream
Print & TV Ads Verizon Retail AT&T Retail
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
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Positive Trends – Carrier wide deployment
Most US CDMA operators have deployed AGPS and GSM operators are heading in that direction
All Tier 1 US Wireless Carriers offer GPS Navigation (4 out of have chosen TeleNav as their lead or exclusive supplier)chosen TeleNav as their lead or exclusive supplier)
For US Carriers, GPS Navigation is no longer a competitive d t b t titi itadvantage but a competitive necessity
Outside the US, Location Based Services are not being deployed as , g p yrapidly but there seems to be interest
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
Always Find Your Way!/
Positive Trends – Lower Price
Cost of GPS chipsets is so low that it is already standard in nearly all CDMA phones and becoming a standard in GSM
h N ki ill hi th 35 Milli GPS h i 2008phones: Nokia will ship more than 35 Million GPS phones in 2008
Carrier have already made the infrastructure investment to offer LBS yand have limited variable cost
Cost of Service is decliningCost of Service is decliningUntil recently, GPS Navigation on mobile phones cost $9.99/monthGPS Nav is now a standard “free” feature is many high end phone plans similar to
SMS/Messaging due to its broad appealSMS/Messaging due to its broad appeal
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
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Positive Trends – Increased Demand
In Nielsen’s Mobile Q4 report, location-based services account for 58 percent of the total application revenues, with navigation applications l di th l ti b d i h f i d fi dileading other location-based services such as friend-finding
GPS Edges Out Internet as Desired Cell phone Capability in LJS g p p yNational Survey. 24% want GPS vs. 19% want internet.
TeleNav GPS Navigator customers use the application over 12 timesTeleNav GPS Navigator customers use the application over 12 times a month versus 5 a year ago
Garmin has finally embraced mobile phone navigation and has launched Nuviphone
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ForecastsForecasts
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LBS Forecast
Navigation Device Sales Estimates: 2007 vs. 2015
Company 2007 Estimated Sales Company 2015 Potential Sales----------------------------------------------------------------------
TomTom 9M+ Nokia 180M+----------------------------------------------------------------------
Garmin 8M+ Samsung 70M+----------------------------------------------------------------------
Mitac 7M+ Motorola 70M+----------------------------------------------------------------------
Nokia 5M+ LG 60M+----------------------------------------------------------------------
Mio/Navman 4M+ TomTom 25M+Mio/Navman 4M+ TomTom 25M+----------------------------------------------------------------------
Others 17M+ Garmin 25M+----------------------------------------------------------------------Total 2007 50M+ Total 2015 500M+Total 2007 50M+ Total 2015 500M+----------------------------------------------------------------------
Source: Telematics Research Group, Inc. (TRG)
“Mobile phone-based navigation is remaking the GPS market. While Garmin and TomTom remain the worldwide market leaders for portable navigation devices today mobile
//Confidential and proprietary Copyright 2006/ TELENAV GPS Navigator
Always Find Your Way!/
remain the worldwide market leaders for portable navigation devices today, mobile phone makers Nokia, Motorola, LG and Samsung are expected to lead the way in the near future. “
Thank You
