Siemens Com Customer Premises Equipment Strategic Direction

© Siemens 2 Our history Who we are Where are we going Where we add value Agenda

© Siemens 3 Devices CPE Carrier Networks Carrier Services Mobile Networks Fixed Networks Mobile Devices Wireless Modules Enterprise Networks Enterprise Systems Enterprise Services Siemens Communications Siemens Communications: Who we are

© Siemens 4 Devices CPE Mobile Devices Wireless Modules Siemens Communications Residential Broadband DSL Modems Routers, Gateways Former Cordless Products Regional strengths: Europe Source of Business: #1 in cordless phones Portfolio: Voice Devices Cordless Phones Corded Phones Residential Broadband DSL Modems Routers, Gateways Home Media Devices DVB Set Top box Media Streamer Former Siemens Subscriber Networks Regional strengths: Americas, Asia Source of Business: #1 in Broadband data Portfolio: Business Broadband Routers VoIP Integrated Access Devices Residential Broadband DSL Modems Routers, Gateways Software (e.g. tango) Siemens Communications: Our history

© Siemens 5 Devices CPE Mobile Devices Wireless Modules Siemens Communications Customer Premises Equipment (CPE) Regional strengths: Europe, Americas, Asia Source of Business: Voice and Data communication (No 1 in cordless voice and DSL CPE in value) Portfolio: Voice Devices Cordless Phones Corded Phones VoIP phones Home media devices DVB Set Top box Media Streamer IP Set Top box Broadband devices Modems Routers VoIP Integrated Access Devices Software (e.g. tango) Siemens Communications: Who we are

© Siemens 6 Devices CPE Mobile Devices Wireless Modules Siemens Communications Leadership position in Voice Devices and DSL CPE Triple Play: Integrated intelligent devices Customer focused: Listen, learn, innovate Global competitive Innovative and leading-edge technology Siemens Communications: Who we are

© Siemens 7 The game is changing from separated worlds to a seamless connectivity Yesterday Today Enjoy and relax Keep in touch Manage daily life Enjoy and relax Keep in touch From closed … … to open systems… User needs addressed in separated worlds Stand alone solutions & devices Proprietary solutions Digitalization facilitates flexibility Broadband opens up new potentials for rich content applications First converged solutions available First open standards available Manage daily life

© Siemens 8 Where are we going A new world of possibilities for flexible and intuitive home & office communication Tomorrow Consumer Enjoy and relax Keep in touch Manage daily life Smart Connectivity BusinessUser … to smart connectivity Broadband plays major role Open standards are essential for convergence No limits for devices and content Scenario supported by global trend & consumer usage analyses.

© Siemens 9 Based on interacting and intelligent devices and networks Unified user experienceUnified domain Where are we going Smart connectivity architecture

© Siemens 10 Convenient calls Messaging services Video calls Home Management Video on demand, media streaming Fast web surfing Professional calls Time and contact management Fast information access Video conferencing Virtual networking Price attractive calls Messaging services Fast info access Time and contact management Where are we going Integrated user applications by situation

© Siemens 11 Smart Home The Totally Integrated Home by Siemens Lighting Shutters Blinds Heating Ventilating Safety & Security Residential Gateway Control devices Monitoring and controlling of home devices Entertainment Information Communication Appliances Where are we going The home of tomorrow empowered by Siemens

© Siemens 12 Automation & Drives Siemens Building Technologies Bosch Siemens Hausgeräte Devices Wireless Modules Mobile Devices Carrier Networks Carrier Services Mobile Networks Fixed Networks Enterprise Networks Enterprise Systems Enterprise Services Convergence Siemens AG Fujitsu Siemens Computers Siemens Communications CPE Convergence Focus Where we add value One Siemens

© Siemens 13 Inventive Innovation is creation. New ideas are a piece of art, expressed through the usage of leading technology. The result is creative engineering. Convenient We maximize possibilities and minimize complexity. Our products and services are designed for people. Caring We care about the individual needs of our customers. We listen, understand and respond. Relevant There is a meaning and a purpose to our doing. Our solutions are customer-focused. Our products enable and inspire. Where we add value Core Values CPE for the residential market place

© Siemens 14 Key applications for Consumers and Business Users within the next 2 years Scenario supported by global trend & consumer usage analyses. Voice calls Chat SMS Time Management Information access Trans- actions Contact Management Pictures Videos/ Movies Music Games Notes to family members Digital TV Home Management Messaging Video calls Media streaming Video On Demand Interactive TV Messaging services Mobile Internet Communication MMS Enjoy and relax Keep in touch Smart Connectivity Manage daily life Consumer BusinessUser

© Siemens 15 Mission: We enable seamless home & office communication to enhance quality of life Vision: A new world of possibilities for flexible and intuitive home & office communication Value proposition for the user: We enable customers to communicate without restraints, so that they can experience the pleasure and unlimited possibilities of seamlessly linking their private and business communities. Siemens Com CPE

© Siemens 16 We respond to our customers and end-users needs, providing converged devices and network solutions that are scalable, manageable and cost effective for the residential and business marketplace. Siemens Com CPE value proposition for fixed network operators & ISPs

© Siemens 17 Devices CPE Mobile Devices Wireless Modules Siemens Communications Strategic Targets Mid-long term: Becoming global in-house connectivity leader Short term: Voice Devices: Leverage VoIP hype for growth by expanding the product portfolio Expand Cordless Phone business beyond Europe, especially in America and Asia Broadband Devices and Software Be a trendsetting provider of broadband CPE to meet all customers needs and service as a one-stop shop for home connectivity solutions by expanding global market penetration and enlarging portfolio Media Devices Leverage strong market growth in DVB and IP-TV market first entering Europe