Пол Джейкобс, CEO Qualcomm о новых технологиях на IQ2013

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IQ 2013 Russia

Paul Jacobs Chairman and CEO, Qualcomm Incorporated

Safe Harbor In addition to the historical information contained herein, this presentation contains forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding key industry trends driving innovation and our ability to capitalize on those trends; smartphone unit sales forecasts; the industry shift to mobile architecture; our business strategies; the expansion of mobile technology into other computing and CE categories; growth in data traffic and small cells; 3G/4G growth in Russia; future 3G/4G connections and connected devices; and shifting deployment models. Forward-looking statements are generally identified by words such as “estimates,” “expects,” “anticipates,” “believes,” “projects,” “guidance” and similar expressions. Actual results may differ materially from those referred to in the forward-looking statements due to a number of important factors, including but not limited to risks associated with the commercial deployment of our technologies and our customers’ and licensees’ sales of equipment, products and services based on these technologies; competition; our dependence on a small number of customers and licensees; attacks on our licensing business model; our dependence on third-party suppliers; the enforcement and protection of our intellectual property rights; claims by third parties that we infringe their intellectual property; global economic conditions that impact the communications industry and the potential impact on demand for our products and our customers’ and licensees’ products; our stock price and earnings volatility; strategic transactions and investments; foreign currency fluctuations; and failures, defects or errors in our products and services or in the products of our customers and licensees. These and other risks are set forth in our most recent Form 10-K and Form 10-Q filed with the SEC, copies of which are available on our website at www.qualcomm.com. We undertake no obligation to update any forward-looking statements.

BORN MOBILE™

Source: Rutberg and Co., Aug. ’12

BOOSTING ECONOMY AND INNOVATION

global investments in technology were represented by mobile in 2012

41% VENTURE CAPITAL

Qualcomm’s unique business model A technology enabler for the entire mobile value chain

SUBSCRIBERS WIRELESS ECOSYSTEM

KEY INDUSTRY TRENDS DRIVING INNOVATION

Redefining computing

The 1000x data challenge

Digital 6th sense

REDEFINING COMPUTING

Our most important device

Source: Google Mobile Planet Survey, May 2011. Survey respondents are smartphone owners.

3/5+ use smartphone for gaming

>60% use smartphone to look up directions

1/2+ use smartphone to provide answers

Mobile is redefining computing

cumulative smartphone unit sales forecast between 2013–2017

~7 BILLION Without compromising

mobility

High performance computing

Source: Gartner, Mar. ’13

The PC Era CPU-centric approach

Industry is shifting to mobile architecture

The Mobile Era Integrated technology

Strategy Drive smartphone leadership into adjacent opportunities

Set the design point

Scale – deployment and ability to invest

Own the key technology blocks

Integration

Qualcomm is a mobile native We lead the industry we co-created after decades of investment and experience

3G/4G/LTE

AP GPU DSP

RF #1 Sources: Mobile AP Unit Shipment - Strategy Analytics; GPU Shipment - Jon Peddi Research; DSP shipment - Forward Concepts; 3G/4G/LTE - Strategy Analytics; RF iSuppli, Q1’12

Modem

DSP

CPU

GPU

Position location

Multimedia Power management

RF

Memory

Connectivity

Software/HLOS

The whole is greater than the sum of the parts Integrating all key technology blocks

Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc.

Qualcomm® Snapdragon™ processors

Snapdragon 800

Premium devices

Snapdragon 600

Mid-high tier

Snapdragon 400

High volume

Snapdragon 200

Entry level

At the heart of the devices you love

* Includes devices announced or launched from Qualcomm Reference Design Source: Qualcomm Technologies, Inc. data

85+ Device customers*

850+ Devices announced or launched*

Qualcomm Snapdragon across a range of devices Smartphone technology is expanding into many other computing and CE categories

A dragon is coming video

THE 1000X DATA CHALLENGE

The 1000X data challenge

*Source: Cisco, May ‘12

1000x data traffic growth

~2x global data traffic growth from 2010–2011*

3G/4G growth in Russia Increasing data revenues is key opportunity for local operators

Source: Wireless Intelligence, Apr. ’13

3G/4G connections by 2015 100M+

Hiding the complexity underneath the most seamless mobile connectivity Our unique advantage

All major cellular modes

Radio frequency bands

GNSS, Wi-Fi, Bluetooth

Seamless connectivity

Carrier aggregation leverages spectrum assets

Enhances user experience

Higher data rates

Leverages all spectrum assets

LTE carriers 10 MHz

Aggregated data pipe

10 MHz

Supplemental Downlink

LTE Broadcast

Device-to-device will enhance proximal communication

Licensed

Unlicensed

LTE-D

Shifting to an inside-out deployment model

Small cells everywhere Low cost, small size and ease of deployment

DIGITAL 6TH SENSE

AUGMENTING OUR SENSES WITH A DIGITAL 6TH SENSE

Discover

Act

Process

CONNECTED DEVICES WORKING TOGETHER

Alljoyn is a product of Qualcomm Innovation Center, Inc.

CREATING MULTI-SCREEN EXPERIENCES

"Sesame Street®" and all associated characters, trademarks and design elements are owned and licensed by Sesame Workshop.  © 2013 Sesame Workshop.  All rights reserved.

Lighting

Multimedia

Security

Inside Temperature 68

Sync To Cloud Friends Watching

Fitness

VIEWED THROUGH AUGMENTED REALITY

PERSONALIZED INFORMATION

Gimbal is a product of Qualcomm Retail Solutions, Inc.

TRICORDER is a trademark of CBS Studios, Inc. Used under license.

TRANSFORMING OUR HEALTH

Source: GSMA, PwC, Feb. ’13

TRANSFORMING EDUCATION

in emerging regions can further their education with mEducation

180M STUDENTS

For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog

© 2013 Qualcomm Incorporated. Qualcomm and Snapdragon are trademarks of Qualcomm Incorporated, registered in the United States and other countries. Born Mobile is a trademark of Qualcomm Incorporated. Alljoyn is a trademark of Qualcomm Innovation Center, Inc., registered in the United States and other countries. Gimbal is a trademark of

Qualcomm Retail Solutions, Inc. Other products and brand names may be trademarks or registered trademarks of their respective owners.

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