Transcript
Page 1: Mobile monday 12.2010 ahmedabad

TO 3G & BEYOND

Mobile Monday Inaugural Event

Ahmedabad, December 6, 2010

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QUALCOMM INTRODUCTION

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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

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Qualcomm Key Business Segments

QSIQUALCOMM STRATEGIC INITIATIVES

• India BWA Spectrum

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Investment in a Complete Technology Roadmap

QUALCOMM YEARLY R&D EXPENDITURES (BILLIONS)

Source: Qualcomm

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Key Wireless Technology Drivers

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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

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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

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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

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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

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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

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3G Adoption will Continue to Accelerate

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>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

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Emerging Markets Forecast to Drive 3G Growth

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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.

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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

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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

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