TO 3G & BEYOND Mobile Monday Inaugural Event Ahmedabad, December 6, 2010
Jan 18, 2015
TO 3G & BEYOND
Mobile Monday Inaugural Event
Ahmedabad, December 6, 2010
QUALCOMM INTRODUCTION
Fortune 500 Company
Broadly licensed patent portfolio:~12,600 U.S. and ~59,200 international granted patents and pending patent applications
Member of the S&P 100 & 500 Indexes
Leader in developing and delivering innovative digital wireless communications products and services based on CDMA and other advanced technologies
World’s largest fabless semiconductor company, #1 in wireless
Qualcomm Key Business Segments
QSIQUALCOMM STRATEGIC INITIATIVES
• India BWA Spectrum
Investment in a Complete Technology Roadmap
QUALCOMM YEARLY R&D EXPENDITURES (BILLIONS)
Source: Qualcomm
0%
5%
10%
15%
20%
25%
$0
$1
$2
$3
2005 2006 2007 2008 2009
R&
D E
xpe
nd
itre
s (B
illio
ns)
% o
f R
even
ue
Key Wireless Technology Drivers
Note: Informa Telecoms & Media, (Oct’09)
By 2012, Emerging Regions are Expected to Represent >50% of 3G Handset Shipments
Wireless: Connecting the Unconnected
Affordable Internet Connectivity
Social Benefits of Wireless
Bridging the Digital Divide
Source: ABI Research, Sept ’09
3G affordability
Application stores
Shift to cloud computing
Flexible data plans
Broadband connectivity
By 2014, Monthly Worldwide Mobile Data Traffic Expected to Exceed 2008 Total
Trends Driving Data Growth
MSM8660
HSPA+2009 — 2010 2011+
Excellent Mobile Broadband TodayVoice and Full Range of IP Services
LTE Leverages new, wider and TDD spectrum
Enhanced User ExperienceImproved voice and data capacity
Created 08/18/09
LTE
Rel-8 Rel-10
LTE Advanced
Rel-9
CDMA2000
1XSimultaneous 1X Voice and EV-DO Data
Phase II
DO Advanced
Phase IRev. A
EV-DO Rev. BEV-DO
Rel. 0
Rel-9 & Beyond
HSPA+ (HSPA Evolved)
Rel-7 Rel-8
HSPA
Rel-5 Rel-6
WCDMA
Rel-99
1x Advanced
CDMA2000, EVDO, HSPA and LTE Roadmaps
Sources: Wireless Intelligence estimates as Apr 19, 2010 for the quarter ending Mar31, 2010; CDG and Global Mobile Suppliers Association as of April 2010
> 655 Commercial 3G Operators
in 171 countries
~115 EV-DO (>80 Rev. A, 1 Rev. B)>310 CDMA2000
>345 WCDMA >340 HSDPA (~100HSUPA)~52 HSPA+
Over 385 Million HSPA and EV-DO subscribers
>1 Billion 3G subscribers
~ 85% Operators Worldwide have Launched 3G
3G Adoption will Continue to Accelerate
0
200
400
600
800
1000
1200
2008 2009E 2010E 2011E 2012E 2013E 2014E
GSM
3G
Handset Shipments* (Millions)
Sources: Average of Yankee Group (March 2010) , Informa Telecoms and Media (1Q2010) and ABI Research (March 2010)
>75% 3G
GSM shipments declining 2008 onwards3G handset shipments estimated to grow ~30% y-o-y from ‘09-’10
By 2013, 3G handset shipments to cross 1 billion mark
Note: 3G includes CDMA2000, WCDMA and TD-SCDMA
* Shipments refer to sell-through numbers from Informa and Yankee and sell-in from ABI Research
Emerging Markets Forecast to Drive 3G Growth
0%
10%
20%
30%
40%
50%
60%
70%
80%
0
200
400
600
800
1000
1200
1400
2009 2010 2011 2012 2013 2014
Global 3G Handset Shipments
3G Handset % in Emerging Markets
Source: Informa Telecoms & Media (1Q 2010)
3G Handset Shipments* (Millions)
More than 50% 3G handsets to come from emerging markets in 2011
3G unit shipments to more than quadruple and grow at ~39% CAGR from 2009-2014
Note: Emerging Markets include CALA, Eastern Europe, Middle East & Africa, India, China and Rest of Developing APAC
* Shipments refer to sell-through numbers
~70% 3G in emerging mkts.
Chipset Innovation Driving Device Choice and Application Possibilities
ECONOMICAL 3G DEVICES
FOR EMERGING MARKETS
1.5GHZ MOBILE
PROCESSORS
SUPPORT FOR MULTIPLE POPULAR
OPERATING SYSTEMS
MODEM
CPUBLUETOOTH® GPS
MEMORY
SENSORS
WI-FI
RF
MULTIMEDIA
CONNECTIVITY ENGINE
APPSPROCESSOR
POWERMANAGEMENT
Commercial Content
User access online sites, search, acquire, download content, manage account, directly from mobile device
User Generated Content
Content Services Social Networking Sites
User creates content, share it with remote friends through social web sites, view and acquire the content of friends posted on these sites, directly from mobile device
Content, An Essential Element of User Experience
Uploading Photos/Videos drives the need for
HSUPA, EVDO
High-Res Video Content drives the need for
HSPA+, EVDO Rev B