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Evolution of Mobile Technologies - What are the challenges for 5G? Jun Yamada Qualcomm Japan December 7, 2016

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Page 1: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

Evolution of Mobile Technologies - What are the challenges for 5G?

Jun Yamada

Qualcomm Japan

December 7, 2016

Page 2: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Evolution of Mobile Technologies

3G,4G,5G..(2000’s-)CDMA, OFDMA, etc.

2G: TDMA (1980’s-)

1G: Analog (1970’s-)

Page 3: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Qualcomm - Change of Business Model

1985-2000 2000-

Page 4: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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“Platform” enabled rapid proliferation of smartphones

Network anywhere in the world Any Operating System

Page 5: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Qualcomm Today

$23.55B (GAAP)

Revenues

$8.34B(Non-GAAP)

Earnings Before Tax

QCT

QTL QCT

QTL

Annual Results (FY2016 e/o Sept 2016)

Page 6: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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>80% revenues generated from manufactures in China, Korea and Taiwan

Now, Asia is the center of terminal supply

ChinaKorea

Taiwan

U.S. Other

Annual Results (FY2016 e/o Sept 2016)

Revenue by region

Page 7: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Smartphone SoC – commoditization & competition

Huawei (HiSilicon)

MediaTek Samsung

Page 8: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Smartphone is just a beginning

Automobile Industry

HomeHealthcare

Page 9: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Leading the world to 5G

Page 10: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Mobile date traffic is set to explode!!Mobile network is facing significant challenge

Toward 1000x

Page 11: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Network architecture must evolve to “heterogeneous”

Page 12: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Key is to bring the network closer to the user

Page 13: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Viral, ad-hoc deployed small cellsMore “inside-out” deployments

Page 14: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Unlicensed spectrum integrated with 4G/5G

LTE in unlicensed 5GHz band

Page 15: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

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Pursue multiple ways to reach 1000x

Page 16: Evolution of Mobile Technologies · PDF fileQualcomm - Change of Business Model 1985-2000. ... Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm

Thank you

Nothing in these materials is an offer to sell any of the components or devices referenced herein.

©2016 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.

Qualcomm is a trademark of Qualcomm Incorporated, registered in the United States and other countries. All trademarks of Qualcomm Incorporated are used with permission. Other products and brand names may be trademarks or registered trademarks of their respective owners.

References in this presentation to “Qualcomm” may mean Qualcomm Incorporated, Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm corporate structure, as applicable. Qualcomm Incorporated includes Qualcomm’s licensing business, QTL, and the vast majority of its patent portfolio. Qualcomm Technologies, Inc., a wholly-owned subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of Qualcomm’s engineering, research and development functions, and substantially all of its product and services businesses, including its semiconductor business, QCT.

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