The Location Enabled Future

1. George Fink,President & COO, Tele Atlas The Location Enabled Future

2. About Tele Atlas • Worldwide digital map provider to various growth markets: • In-car navigation • Portable navigation • Internet • Consumer wireless/cellular • Fleet/Logistics • Geospatial • Founded in 1985 • Quoted on the Prime Standard Index of Frankfurt exchange. • Current revenue run rate with GDT acquisition: $170 million. • Approximately 2000 world wide employees.

3. Digital Map Market • Two world wide competitors: • Tele Atlas • Navteq • Estimated 2004 market size (NA and Europe only): $550 million growing 20% per year. • In-vehicle navigation growing 25% a year. • Portable navigation 1H 2004 units exceed full year 2003. • Consumer wireless still in infancy. • Market characterized by high entry barriers. • $250 million cost to enter North American market. • Long market entry lead time. • High fixed costs, low marginal costs. • High degree (80%+) flow through of incremental revenue to bottom line.

4. Maps Today • Maps are static. • Updated only once a quarter at best. Often less than once a year. • Delivery via CD/DVD. • Most content built into map at time of creation. • Costly to maintain • Large field data collection • Hundreds of thousands of map sources • Limited dynamic content • Mostly traffic and some weather. • Limited delivery mechanism to mobile devices. Yet these “limited” maps drive a half a billion dollar global marketplace

5. Kortijk Antwerpen Gent E17 Attributes of the Tele Atlas Database Basic Attributes Advanced Attributes Turn by Turn Enabling Features and Attributes Geometry • Geometry • Street names • Traffic flow • Complex features • Features • Land cover types • House numbers • Maneuver relations • Basic topology • Road classification • Phonemes • Signpost information Phonemes Zwijnaardse Steenweg • Prerequisite for spatial applications • Intelligence throughtopology and spatial objects • Enabling : • GIS • Low-end Pc applications • Low-end internet applications • Routing applications / geomarketing • Advanced speech enabled PC applications • Advanced Internet applications • Turn by turn navigation : • In-car • Through WAP / PDA • Telematic service

6. In Vehicle Navigation Trends Current: • Integration with car entertainment systems reduce cost of system while increasing consumer perceived value. • Example – Pioneer AVIC-1 Near term: • Improved user interface with system operation via voice. • Improved routing with dynamic traffic and speed information • One way delivery of updates and dynamic content via satellite radio or FM sub-carrier.

7. In Vehicle Navigation Trends – Advanced Drive Assistance Systems Introduction of Advanced Driver Assistance Systems (ADAS) will create demand for ultra-precise maps with new safety-related features and attributes" • Near-term (2004-2006): • Speed limit advisor • Curve speed warning • Stop sign warning • Mid-term (2007-2011): • Curve speed control • Stop sign control • Forward collision warning • Lane departure warning • Traffic signal warning

8. Market Trends – Portable Navigation • Current: • Historical market is PDA based. • Dedicated devices becoming dominant segment. • Medium term: • Integrated with other portable consumer devices – Digital Media Players. • Improved storage capabilities to handle more geography. • Integration with wireless networks to update content. TomTom for PDA TomTomGo

9. Consumer Wireless Market Trends • Frost and Sullivan expects 2008 market size of $2.3B (approximately 5-10% of this will be for maps). • Growth will be driven by: • Carriers need to get a return on mandated investment in location technology due to E911 initiative. • Improved network connectivity. • Better user interfaces including use of voice recognition. • Wider availability of dynamic content.

10. Consumer Wireless Applications • According to Frost and Sullivan there is unlikely to be a single killer application. Important applications are expected to include: • Navigation • Where is the nearest • Mobile yellow pages • Point of Interest • Traffic • Weather • Mobile coupons • Find-a-friend • Emergency notification • Road side assistance

11. Commercially AvailableWireless Services – North America Tele Atlas/GDT Navteq Tele Atlas/GDT and Navteq

12. How Well is Tele Atlas Positioned for this Future? • Low-cost, short cycle time change detection capability. • Mobile mapping enabling cost-efficient, high-quality data gathering. • Development of a content partner network providing access to dynamic easy-to-use, relevant information at every location. • Points of interests with drill down to detail information such as menus. • Traffic • Joint development and prototyping with partners. • Trials underway with every major US carrier. • European relationship with Nokia, Vodaphone, Hutchinson 3G.

13. Summary • Large growing market with two major competitors. • High barriers to entry. • Expansion of penetration of in-car navigation will drive growth of that market. • Become more embedded in the car – ADAS features. • Near term growth 20% a year. • Personal navigation penetration will be driven by wireless devices. • Market still in infancy. • Inflection point is unknown but market will be very large. • Very little additional investment required for consumer wireless space beyond that required for in-car and personal navigation market.