powering the mobile computer: cdma and the 3g wireless revolution
Post on 18-Jan-2016
32 Views
Preview:
DESCRIPTION
TRANSCRIPT
Powering the Mobile Computer: Powering the Mobile Computer: CDMA and the 3G wireless revolutionCDMA and the 3G wireless revolution
Klein S. GilhousenSenior Vice President QUALCOMM
Telecosm 2004, Squaw Valley, CA
Safe Harbor
Before we proceed with our presentation, we would like to point out that the following discussion will contain forward-looking statements from industry consultants, QUALCOMM, and others regarding potential market size, market shares, and other factors which inherently involve risks and uncertainties. These and other risks and uncertainties relating to QUALCOMM’s business are outlined in detail in our most recent 10-Q and 10-K forms filed with the Securities and Exchange Commission. Please consult those documents for a more complete understanding of these risks and uncertainties. This presentation may include a discussion of "non-GAAP financial measures“ as that term is defined in Regulation G. The most directly comparable GAAP financial measures and information reconciling these non-GAAP financial measures to the company's financial results prepared in accordance with GAAP have been posted on the company's Investor Relations web site at http://www.qualcomm.com/IR/
Telecosm 2004, Squaw Valley, CA
We have always been in the semiconductor business
• Our first hardware deliverable product was a full custom Viterbi algorithm decoder chip ~ 1987
• We have always recognized that the key to feasibility of CDMA was VERY aggressive custom chip design
• First chip sets required three devices for a mobile phone – 1991
• Second go around compressed the original 3 chip design into a single chip enabling a fully functional dual mode AMPS/CDMA phone – 1992
• Third generation enabled the first commercial dual mode AMPS/CDMA phone – the QCP-800 - 1995
• Now focused on chip business leaving phone and base station products to others
Telecosm 2004, Squaw Valley, CA
Telecosm 2004, Squaw Valley, CA
First Generation CDMA PHone
Telecosm 2004, Squaw Valley, CA
First Commercial CDMA Phone – QCP800
Telecosm 2004, Squaw Valley, CA
Semiconductor Business
Technology Licensing
Wireless Internet
Intersegment Elim/Other
CDMA Market Growth is Key Shareholder Value Driver Results Excluding QSI
QCT QTL QWI Other
$2,250
60%
$773
34%
$1,180
31%
$1,084
92%
$433
11%
$14
3%
($100)
(3%)
$33
n/a
Revenues
Revenues as % of Total
EBT
Earnings as a % of Revenues
Q3 FY’04 YTD(9 months)
(Millions)
Cash & Marketable Securities $7 Billion as of June 2004
July 13, 2004 announced:Two for one stock split effective August 13, 200440% increase in quarterly dividend payable on September 24, 2004
Telecosm 2004, Squaw Valley, CA
QCT Revenue Growth1996 - 2003
= QCT Revenue as % of Total QUALCOMM Revenue= QCT Revenue as % of Total QUALCOMM Revenue
$1.6B in FY 2002 = 54% of total QUALCOMM Revenue
$2.4 B in FY 2003 = 63% of total QUALCOMM revenue
FY '96 FY '97 FY '98 FY '99 FY '00 FY '01 FY '02
21%
63%
FY '03
54%
Telecosm 2004, Squaw Valley, CA
Source: FSA, On the Fabless Front 2004, Business Wire
$0.63B
$0.82B$0.83B
$1.08B$1.12B
$1.30B
$1.51B$1.61B
$1.84B
$2.47B
QUALCOMM NVIDIA Broadcom ATITechnologies
Xilinx MediaTek SanDisk Altera Marvell Tech. Conexant
Semiconductor Revenue Drives our Business
Top 10 Fabless Companies Worldwide Company Revenues by Calendar Year ‘03 & by Q4 ‘03
Telecosm 2004, Squaw Valley, CA
Cumulative ASICS Shipments
0
200
400
600
800
1,000
1,200
1,400
1,600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04YTD
MSMs
Total ASICs
(Millions of Units)
Over 1.4 Billion ASIC’s Shipped to Date
Telecosm 2004, Squaw Valley, CA
105
3
125
17
139
47
153
88
167
137
178
209
-
50
100
150
200
250
300
350
400
Mil
lio
ns
of
Un
its
2003 2004 2005 2006 2007 2008
CDMA/WCDMA Handset ForecastIndustry Analyst Average
WCDMA
CDMA
TAM more than triples in 5 years
29% CAGR
Telecosm 2004, Squaw Valley, CA
Cellular Handset Semiconductor Revenue
0
5,000
10,000
15,000
20,000
25,000
30,000
2003 2004 2005 2006 2007 2008
$M
GSM, TDMA, PDC GPRS, EDGE UMTS, CDMA 2000 (1X RTT, DO, DV)
The Competitive Landscape May Change…..As the market for non-CDMA based standards shrinks
Source: IDC, 2004
Wireless IC Revenue by Standard
38% CAGR
Telecosm 2004, Squaw Valley, CA
A Dynamic Wireless Economy
Growth VectorsMarket opportunities
Wireless Economy
Increasing Tele-density Extending Voice Services
into emerging markets
Move to greater segmentation [multi-tier]: enables dynamic growth in wireless
Drive to data: Key to increase in ARPU
1x EV-DO, WCDMA/HSDPA, EV-DV
Integrated Multimedia: Market can only be fully exploited by reducing costs and TTM
Multi-mode: All future devices are multi-mode…global communication
Increasing demand for content and applications continue to be critical for wireless growth
Migrating Voice to Data 3G Network Deployments
around the globe: DO, WCDMA, DV
Converging Multimedia & Wireless Mobility Combining mobility with
location, audio, camera, video & gaming
2008~1.8 billion voice users
20071+ billion
data users
2006>600 million MM
users
Telecosm 2004, Squaw Valley, CA
Leveraging our Experience and Competitive Position
The largest, most experienced team focused on CDMA
Leadership in wireless systems
Our unique model brings us closest to operators and OEM partners
Most complete and proven solutions in the industry
Cost structure enables our partners to compete in every segment
Long-standing working relationships with operators and customers
The largest, most experienced team focused on CDMA
Leadership in wireless systems
Our unique model brings us closest to operators and OEM partners
Most complete and proven solutions in the industry
Cost structure enables our partners to compete in every segment
Long-standing working relationships with operators and customers
EngineeringEngineering
Systems ApproachSystems Approach
Business ModelBusiness Model
Market TestedMarket Tested
Segmented ProductsSegmented Products
RelationshipsRelationships
Telecosm 2004, Squaw Valley, CA
QCT PositioningOur Value to the Industry Originates with Our Complete Solution
Handset and Infrastructure Customers
Support
Tools
Digital IC
Analog RFIC
Launchpad™ Applications
SuiteSoftwareProtocol Stack
Telecosm 2004, Squaw Valley, CA
Product Platform | Overview
PLATFORM POSITIONINGPLATFORM POSITIONINGPLATFORMSPLATFORMS
• Feature-Rich, Data Enabled Devices
• Integrated multimedia capabilities reduce cost for conventionally higher-end applications
• New form factors to address enterprise and consumer requirements• Multimedia content & creation
• Wireless Technology Merge w/ Consumer Electronics
• Devices Optimized for Multimedia Applications
• Productizes enhanced 3G features and applications for new network services
• Low-Cost Entry Devices
• Provides carriers with cost competitive capabilities to enable a broader base of devices for CDMA2000 & WCDMA
Telecosm 2004, Squaw Valley, CA
Our Product Platforms Developed Through Interaction With Operators
QCT Complete Solutions Strategy
• Global product roadmap
• Stability
• Seamless 3G / 2G handovers
• Choice & variety
• Fast time to market
• Cost effective
• 3G rollout experience must be equal to or better than 2G!
Fully tested, optimizedsolutions
QCT DIRECTIONQCT DIRECTIONCUSTOMER REQUIREMENTSCUSTOMER REQUIREMENTS
Operator-Focused PlanningOperator-Focused Planning
Tiered platforms utilize common
apps SW
Tiered platforms utilize common
apps SW
Fully Segmented,
Global product roadmap
Fully Segmented,
Global product roadmap
Broad feature
sets
Broad feature
sets
Telecosm 2004, Squaw Valley, CA
Cost Leadership
CMOS
Greater processing speed
Lower power => lower cost / longer standby time for improved user experience
Easy migration for OEMs: design re-use advantages
Providing OEMs with low-cost path to smaller footprint
90 nm
130 nm
We will be ahead of the industry in innovating cost-competitive solutions and delivering them on schedule…!
90nm
Reducing costs for datadevices to drive
Mainstream Acceptance
Reducing costs for datadevices to drive
Mainstream Acceptance
The industry’s first CDMA2000 chipsets to use RF CMOS Ensures price-competitive entry-tier solutions for emerging markets
The industry’s first CDMA2000 chipsets to use RF CMOS Ensures price-competitive entry-tier solutions for emerging markets
Telecosm 2004, Squaw Valley, CA
• US– UMTS1900 and UMTS850– EDGE
• Japan– UMTS2100 and UMTS800– i-mode (Access browser)
• Europe– UMTS2100
• China– UMTS2100– EDGE and UMTS1800 becoming
likely
• ROW– Predominately SE Asia– UMTS2100 with UMTS1800 likely
WCDMA Handset Forecast, Mil (CY04-CY08)
0
10
20
30
40
50
60
70
80
90
US Japan Europe China ROW
Mill
ion
s o
f H
an
dse
ts
WCDMA Market Opportunity - Volume
Telecosm 2004, Squaw Valley, CA
Ramping Customer AcceptanceWCDMA Customers - Cumulative(Calendar Quarters)
2002 2003 2004
Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
2
4
6
8
10
12
14
16
18
20
22 23
Q3
Telecosm 2004, Squaw Valley, CA
QCT Product Platforms COMMON CORE FEATURESCOMMON CORE FEATURESPLATFORMSPLATFORMSSAMPLINGSAMPLING
‘04 -‘05‘04 -‘05
‘03 -‘04‘03 -‘04
‘02 -‘03‘02 -‘03
‘05 -‘06‘05 -‘06
• Dual CPU• 6.0 megapixel digital camera • 30 fps digital video record & playback • 4M triangles/sec. 3D graphics acceleration• High-fidelity digital stereo audio record/playback
• Dual CPU• 6.0 megapixel digital camera • 30 fps digital video record & playback • 4M triangles/sec. 3D graphics acceleration• High-fidelity digital stereo audio record/playback
• 30 fps CIF Video Playback & Streaming• 4 megapixel digital camera• AAC encoding• 400k triangles/sec. graphics acceleration• Integrated QCamera, CMX, Qtv, Qcamcoder gpsOne
• 30 fps CIF Video Playback & Streaming• 4 megapixel digital camera• AAC encoding• 400k triangles/sec. graphics acceleration• Integrated QCamera, CMX, Qtv, Qcamcoder gpsOne
• Sub-QCIF• Voice-centric• Limited Launchpad support
• Sub-QCIF• Voice-centric• Limited Launchpad support
• 15 fps QCIF Video Playback & Streaming• 2 megapixel digital camera• AAC, aacPlus decoding• 100k triangles/sec. graphics accelaration• Integrated Qcamera, CMX, Qtv, Qcamcoder gpsOne
• 15 fps QCIF Video Playback & Streaming• 2 megapixel digital camera• AAC, aacPlus decoding• 100k triangles/sec. graphics accelaration• Integrated Qcamera, CMX, Qtv, Qcamcoder gpsOne
120+ Designs
120+ Designs
Telecosm 2004, Squaw Valley, CA
QCT Chipset Roadmap OverviewMULTIMODE | All GSM/GPRS Capable
CDMA2000 CDMA2000 + GSM-GPRS WCDMA (UMTS)
1X 1X 1xEV-DO(Rev. 0)
1xEV-DV(Rev. D)
1xEV-DO(Rev.A)
+ UMTS/ EDGE/HSDPA
GSM/GPRS EDGE/HSDPA
CONVERGENCE
PLATFORMDual CPU On-Chip
ENHANCED
PLATFORMEnhanced Multimedia
& Graphics
MULTIMEDIA
PLATFORMMultimedia & 2D-3D
Graphics
VALUE PLATFORMIntegrated gpsOne Voice & Data Voice
60001Q ‘02
60253Q ‘03
60501Q ‘02
61003Q ‘02
61502Q ‘04
63003Q ‘02
65502Q ‘04
67004Q ‘04
68001Q ‘05
75001Q ‘05
76002006
72004Q ‘05
62002Q ‘02
62251Q ‘05
62502Q ‘03
62754Q ‘04
65002Q ‘03
62802H ‘05
Telecosm 2004, Squaw Valley, CA
There are many ways to support Applications/Services for handsets
Non-Integrated SolutionNon-Integrated Solution
Ringer Chip
Video ASIC
3D Gaming
ASIC
Camera Module
with DSP
AppsCo-
Processor
CameraSensor
Highly Integrated QCT SolutionHighly Integrated QCT Solution
RingerASIC
Video ASIC
3D Gaming
ASIC
Camera Module
with DSP
Apps.Co-
Processor
CameraSensor
• Smaller Form Factor
• Lower Overall Costs
• Faster Time to Market
Processor
Telecosm 2004, Squaw Valley, CA
What is in a QUALCOMM Chipset?A Leader in delivering Wireless Solutions
Always striving to achieve Semiconductor Excellence
• Smaller Form Factor
• Enhanced System Performance
• Highly Integrated Applications
• Greater Quality & Reliability
• Reduced Power Consumption
• Lower Overall Costs
• Faster Time to Market
MemoryMemory
Micro-Micro-ProcessorProcessor
GSM/GPRSGSM/GPRS
DSPDSPGPSGPS
3D Graphics3D Graphics
VideoVideo
AudioAudio
ImagingImaging
CDMACDMA
DSPDSP
PMRF
Telecosm 2004, Squaw Valley, CA
Commercially Ready Solutions Enable Mass Market Devices
WCDMA
Telecosm 2004, Squaw Valley, CA
QCamera: OverviewComplete Digital Still Camera Application for the MSM
• 1.3M to 4M Pixel support depending on MSM• Example User Interface• Picture Viewfinder up to 30 frames per second• Picture taking application• JPEG (JFIF) encode at user-definable quality levels
– Tradeoff between quality and file size
• PNG encode• Self Timer• Digital Zoom• White LED flash support• Create and View Albums• Image Process Library for image manipulation• Transmit pictures to other users• Save pictures to FLASH or MMC• GPS Location Information• BREW Interfaces for 3rd party imaging/value-added functionality
Telecosm 2004, Squaw Valley, CA
Qualcomm’s Mobile Video Solutions
Telecosm 2004, Squaw Valley, CA
Video Codecs:• MPEG-4 Simple Profile Level 0b• H.263 Profile 0/3 Level 45• H.264 Baseline• RealVideo 8, 9, 10
Audio Codecs:• QCELP -- 13kbps fixed full and half rates• EVRC -- 8kbps fixed full rate• AMR-NB – all rates• AAC Low Complexity-- 128kbps, 64 kbps, 32kbps, & 16kbps• AAC Plus - 128kbps, 64 kbps, 32kbps, & 16kbps
A feature rich video decoder that enables mobile devices to stream & playback content files. Qtv is the heart of wireless applications including streaming video on demand (VOD), mobile live cams and video mail services.
Telecosm 2004, Squaw Valley, CA
A video encoding solution built upon QCT’s camera architecture and API’s. The solution offers real-time encoding of video to enable video messaging applications.
Video File Format:• MPEG-4 Simple Profile Level 0b• H.263 baseline Profile 0 and Level 45
Audio File Format:• QCELP – 13.3kbps fixed full and half rates• EVRC -- 8kbp fixed full rate• AMR -- 12.2kbps
File Extension Support:• .3g2• .3gp• .amc• .k3g• .skm
Telecosm 2004, Squaw Valley, CA
Qcamcorder Feature Rich Application
• Video Preview Mode & Viewfinder• Constant Bit rate Encoding Quality (Low=48kbps,
Med=64kbps, High=80kbps )• Record Movie, Stop Record Movie & Pause Movie functions• Zoom Control• Brightness Control• Contrast Control• Save Video Output Media Selection: Flash or MMC• Audio Dubbing • Video Editing • CIF, VGA and MP image sensor support• Interoperates with Qtv
Telecosm 2004, Squaw Valley, CA
2-way video conferencing application that had been tailored to 3G networks such as EvDO and UMTS.
Video File Format:• MPEG-4 Simple Profile Level 0• H.263 Profile 0 / 3, Level 10
Audio File Format:• AMR -- <12.2kbps• EVRC -- 8kbps fixed full rate• G.723.1 – all rates
Protocols:• H.324M• SIP• H.245 Control Protocol for reliable transmission• H.223 for Multiplexing/De-Multiplexing
Telecosm 2004, Squaw Valley, CA
Qvideophone Feature Rich Application
• A reference videophone application is provided to OEM’s in source code which contains many of the basic functions/features. QCOM exposes the API’s to enable OEM’s to customize and enhance the reference application to suite the needs of their customers.
• Reference app includes features such as:
• Push to Video
• Picture-in-Picture Support
• Video Zooming
• Ability to convert to an audio-only call at any time (Speech Fallback)
• Video or Audio Mute Capability
• User Selectable Encode Quality Settings
• Set-up, Call, Hold and End Call
• PSTN Interoperable (Mobile to PC video call)
• Interoperates with Qtv™& Qcamcorder
Thank youThank you
top related