Mobile: The Future of Computing Avneesh Agrawal President, Qualcomm India & South Asia & Sr. Vice President, Qualcomm Inc.
Mobile: The Future of ComputingAvneesh AgrawalPresident, Qualcomm India & South Asia& Sr. Vice President, Qualcomm Inc.
© 2011 QUALCOMM Incorporated. All rights reserved. 2
>1B>1B>5 BILLION WIRELESS SUBSCRIBERS WORLDWIDE
3G SUBSCRIPTIONSNOW
~3.2B~3.2B3G SUBSCRIPTIONS
BY 2015
Source: Wireless Intelligence estimates as of Jul’11 for the quarter ending June 30, 2011
Mobile: The Biggest Platform in the History of Mankind
© 2011 QUALCOMM Incorporated. All rights reserved. 3
Mobile Broadband: Huge Opportunity Still Exists
0.23 9.6045.96
109.65
209.52
352.96
0.00
50.00
100.00
150.00
200.00
250.00
300.00
350.00
400.00
2010 2011 2012 2013 2014 2015
Global LTE Connections (Mn)
0.57 0.72 0.941.23
1.612.01
2.452.94
3.94
0.000.501.001.502.002.503.003.504.004.50
2007 2008 2009 2010 2011 2012 2013 2014 2015
Global 3G Connections (Bn)
Source: Wireless Intelligence, Feb ’12Includes CDMA 200 1x, EV-DO , WCDMA & HSPA
© 2011 QUALCOMM Incorporated. All rights reserved. 4
Mobile: A Vibrant, Unprecedented Opportunity
5.9B MOBILE CONNECTIONS #1 MOST USED DEVICE
Estimated ANNUAL REVENUE (2011)
More Than A Phone
© 2011 QUALCOMM Incorporated. All rights reserved. 6Source: Average of Gartner, IDC and Strategy Analytics (September 2011).
SMARTPHONES AS A % OF HANDSET SHIPMENTS
20%
29%
37%
42%
47%50%
2010 2011 2012 2013 2014 2015
Continuing Smartphone Growth
© 2011 QUALCOMM Incorporated. All rights reserved. 7
Smartphone is becoming a full blown Computing Device
GHz/+ processing
GHz/+ processing
Dual/Multi-core
processors
Dual/Multi-core
processors
Modular Computing
Modular Computing
Integrated Wi-Fi
Integrated Wi-FiFaster GPUFaster GPU
256/512MB to 1GB RAM
256/512MB to 1GB RAM
16 to 32GB Memory
16 to 32GB Memory
© 2011 QUALCOMM Incorporated. All rights reserved. 8
Increasing CE Functionalities Getting Embedded into Smartphones
High resolution cameras
(5 to 8MP)
Dual LED Flash
Zero Shutter Lag
Gaming
GPS
Music Player
3D Displays
HDMI O/p
HD Video (720p to1080p, 30 to
60 fps)
Larger screen sizes
© 2011 QUALCOMM Incorporated. All rights reserved. 9
Multimedia
GPU
GPS
Sensors (Accelerometer, Gyro,
Biometrics)
CPU
Modem (Multi-mode with C2K, EV-DO, UMTS, GSM and LTE)
Power Mgmt
RF (globally, support for over 40 RF bands needed)
Connectivity (Wifi, Bluetooth)
Memory
Software/HLOS
What is enabling this transformation –Silicon Integration
Smaller Form Factor Longer Battery Life Lower Overall Costs Increase in performance
© 2011 QUALCOMM Incorporated. All rights reserved. 10
Increasing Smartphone Compute Power
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
1996 1998 2000 2002 2004 2006 2008 2010 2012 2014
DMIPS
3.3 DMIPS/MHz x2.5GHz x 4 Cores
The Power of a laptop in your hand
© 2011 QUALCOMM Incorporated. All rights reserved. 11
The First Natural Wave of GrowthMOBILE COMPUTING TAKING THE IMPACT OF THE WEB TO THE NEXT LEVEL
1.3TMEDIA/ ENTERTAINMENTADVERTISING
COMPUTING
RETAIL
© 2011 QUALCOMM Incorporated. All rights reserved. 12
HEALTH CAREENERGY
AUTOBANKING/FINANCE
Another Wave of Growth ComingRESHAPING INDUSTRIES
1.3TMEDIA/ ENTERTAINMENTADVERTISING
COMPUTING
RETAIL
© 2011 QUALCOMM Incorporated. All rights reserved. 13
Mobile Is the New Architectural ApproachMobile Experience Becoming the Expectation in Other Device Categories
Milli
ons
-
500
1,000
1,500
2,000
2,500
2010 2015Smartphone PC Tablet Connected TV Connected Gaming
Mobile Scale
Driving Developer
and Ecosystem Momentum
~4x
Always On . Always Connected . All-Day Battery Life
© 2011 QUALCOMM Incorporated. All rights reserved. 14
Mobile Processors Are Powering The Full Windows Experience
THE ONLY PROCESSOR THAT POWERS WINDOWS PHONE…
…AND SPANS TO POWER WINDOWS 8
© 2011 QUALCOMM Incorporated. All rights reserved. 15
The Evolving Computing Opportunity
Source: Laptops—Average of Gartner (June 2011), ABI (March 2011), IDC (May 2011), iSuppli (July 2011).Source: Tablets—ABI (September 2011), Strategy Analytics (July 2011), Gartner (September 2011), Informa (June 2011).
LAPTOPS AND TABLETS ESTIMATED TO BE SOLD IN 2015
© 2011 QUALCOMM Incorporated. All rights reserved. 16
The Smart Platform OpportunityLeveraging the smartphone technology revolution into other devices
Emerging Regions:Mobile is the Only Way
© 2011 QUALCOMM Incorporated. All rights reserved. 18
Bridging the Digital Divide in Emerging Regions
PC INSTALLED BASE
FIXED INTERNET PENETRATION
Source: Gartner (March 2011), Wireless Intelligence (October 2011), WBIS+ (September 2011).
MOBILE PENETRATION
© 2011 QUALCOMM Incorporated. All rights reserved. 19
Emerging Regions to Drive Next Wave of GrowthFASTEST IN EMERGING REGIONS
Developed Regions
UNITS
UNITS
Emerging Regions
Developed Regions
EMERGING REGIONS PROJECTED TO BE 50%+ OF SMARTPHONE SHIPMENTS IN 2015
Source: Gartner (October 2011), regions defined by Qualcomm.
2010
2015
© 2011 QUALCOMM Incorporated. All rights reserved. 20
India
Source: 3G includes EVDO + HSPA. Wireless Intelligence (Feb 2012).
EXPANDING 3G COVERAGE
AFFORDABLE SMARTPHONES
LOW-COST DATA PLANS
3G HSPA & EV-DO Connections
2010 2015
11M
283M
© 2011 QUALCOMM Incorporated. All rights reserved. 21
The Rise of Mobile Broadband in India
Source: Wireless Intelligence, TRAI, The Mobile Indian, Facebook & Cybermedia Research
Mobile Broadband Connections Exceeded Fixed This Quarter
Active Facebook Users
Fixed Broadband Users
3G HSPA UsersFacebook Mobile Users
Laptops Sold in 2011
SmartphonesSold in 2011
© 2011 QUALCOMM Incorporated. All rights reserved. 22
India Handset Market: Explosive Growth for 3G
144 152 167
185 187 182
7 13 31
51
82
112
4 7 16
020406080
100120140160180200
2010 2011 2012 2013 2014 2015
2G
3G (WCDMA+HSPA)
LTE
2 611
21
35
55
79
0102030405060708090
2009 2010 2011 2012 2013 2014 2015
Smartphone Volume (Mn)
Smartphone Volume (Mn)
Source: IDC, Q3 2011
© 2011 QUALCOMM Incorporated. All rights reserved. 23
A Smartphone for Every Budget
Micromax A60Snapdragon S13G HSPAINR 6500
MTS mTag 3.1Snapdragon S1 EV-DO Rev AINR 5000
LG Optimus MESnapdragon S1 3G HSPAINR 8500
Nokia Lumia 710Snapdragon S2 3G HSPAINR 15,999
Sony Ericsson Xperia RaySnapdragon S23G HSPAINR 18,995
HTC EVO 3DSnapdragon S33G HSPAINR 35,999
For Mass Market Smartphones
For High Performance Smartphones and Tablets
Next-Generation Devices(Dual & Quad core)
For Multi-Tasking and Advanced Gaming(Dual Core)
© 2011 QUALCOMM Incorporated. All rights reserved. 24
Strong ecosystem – Opportunity to build complete solutions
EMS
ISV Ecosyst
em
SI - Large Engineering Talent- Increasing value of software customization
Indian OEMs
Global Aspirations.- Increasing demand for localization.- Global Aspirations.
EmergingIndian
Web Co- Increasing Web presence - Mobile adoption driving further growth
Global OEMs-Increasing demand for localization
- Growth of local manufacturing.
Large Domestic Market . Strong Engineering Expertise . Need For Localization
IDH
- Large Engineering talent- Increasing hardware design capabilities.
Thank You