Gilder-Forbes Telecosm 2004Wi-Fi, WiMAX, Why Bother?

Clint McClellanQUALCOMM

2

QUALCOMM Overview

3G Capacity Migration: Korea

15.8 15.2 14.5 14.0 13.4 12.7 12.2 11.5 10.8 10.2 9.6 9.2 8.8 8.1 7.7 7.3

16.5 17.1 17.8 18.0 18.6 18.8 19.4 19.6 19.9 20.0 20.2 20.4 20.4 20.5 20.7 21.3

2.5 3.0 3.4 3.9 4.4 5.5 5.8 6.41.7 2.0

0

5

10

15

20

25

30

35

Dec-02 Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 Jan-04 Feb-04 Mar-04

cdmaOne CDMA2000 1X CDMA2000 1xEV-DO

(Millions)

Su

bs

cri

be

rs

Source: Korea Ministry of Information & Communications (MIC)

• 2G subscriber base migrating to 3G•2003 Growth Rate:

•3G - CDMA2000: 51.0% •2G - cdmaOne: (44.5%)

3

QUALCOMM Overview

Development Process for Any New Wireless System

Portable & Mobile

Build and test prototype system (optional)

Establish standard specifications for system and devices

Revise and stabilize the standard and begin chipset design and software development

Test performance of standard releases

Optimize system and device performance

Develop engineering prototypes of chips/software for initial launch

Test interoperability of devices and infrastructure

Test interoperability of multimode/multiband systems

Pre-commercial launch

Finalize chips and software for full commercial launch

Full deployment

Rich features for multimedia, …

Ramp volumes, reduce manufacturing costs

3G Wi-Fi Fixed & Backhaul

NA

802.16-2004 802.16e

NA NA

WiMAX3G enjoys at least a 4 year advantage for portable and mobile access