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  • 1. Powering the Mobile Computer: CDMA and the 3G wireless revolution Klein S. Gilhousen Senior Vice President QUALCOMM
  • 2. 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/
  • 3. We have always been in the semiconductor business <ul><li>Our first hardware deliverable product was a full custom Viterbi algorithm decoder chip ~ 1987 </li></ul><ul><li>We have always recognized that the key to feasibility of CDMA was VERY aggressive custom chip design </li></ul><ul><li>First chip sets required three devices for a mobile phone – 1991 </li></ul><ul><li>Second go around compressed the original 3 chip design into a single chip enabling a fully functional dual mode AMPS/CDMA phone – 1992 </li></ul><ul><li>Third generation enabled the first commercial dual mode AMPS/CDMA phone – the QCP-800 - 1995 </li></ul><ul><li>Now focused on chip business leaving phone and base station products to others </li></ul>
  • 4.  
  • 5. First Generation CDMA PHone
  • 6. First Commercial CDMA Phone – QCP800
  • 7. CDMA Market Growth is Key Shareholder Value Driver Results Excluding QSI Semiconductor Business Technology Licensing Wireless Internet Intersegment Elim/Other 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, 2004 40% increase in quarterly dividend payable on September 24, 2004
  • 8. QCT Revenue Growth 1996 - 2003 = QCT Revenue as % of Total QUALCOMM Revenue <ul><li>$1.6B in FY 2002 = 54% of total QUALCOMM Revenue </li></ul><ul><li>$2.4 B in FY 2003 = 63% of total QUALCOMM revenue </li></ul>FY '96 FY '97 FY '98 FY '99 FY '00 FY '01 FY '02 21% 63% FY '03 54%
  • 9. Top 10 Fabless Companies Worldwide Company Revenues by Calendar Year ‘03 & by Q4 ‘03 Source: FSA, On the Fabless Front 2004, Business Wire QUALCOMM NVIDIA Broadcom ATI Technologies Xilinx MediaTek SanDisk Altera Marvell Tech. Conexant Semiconductor Revenue Drives our Business $0.63B $0.82B $0.83B $1.08B $1.12B $1.30B $1.51B $1.61B $1.84B $2.47B
  • 10. Cumulative ASICS Shipments Over 1.4 Billion ASIC’s Shipped to Date
  • 11. TAM more than triples in 5 years 29% CAGR
  • 12. The Competitive Landscape May Change ….. As the market for non-CDMA based standards shrinks Source: IDC, 2004 Wireless IC Revenue by Standard 38% CAGR
  • 13. A Dynamic Wireless Economy 2008 ~1.8 billion voice users 2007 1+ billion data users 2006 >600 million MM users <ul><li>Migrating Voice to Data </li></ul><ul><ul><li>3G Network Deployments around the globe: DO, WCDMA, DV </li></ul></ul><ul><li>Converging Multimedia & Wireless Mobility </li></ul><ul><ul><li>Combining mobility with location, audio, camera, video & gaming </li></ul></ul><ul><li>Increasing Tele-density </li></ul><ul><ul><li>Extending Voice Services into emerging markets </li></ul></ul>Growth Vectors Market opportunities <ul><li>Move to greater segmentation [multi-tier]: enables dynamic growth in wireless </li></ul><ul><li>Drive to data: Key to increase in ARPU </li></ul><ul><li>1x EV-DO, WCDMA/HSDPA, EV-DV </li></ul><ul><li>Integrated Multimedia: Market can only be fully exploited by reducing costs and TTM </li></ul><ul><li>Multi-mode: All future devices are multi-mode…global communication </li></ul><ul><li>Increasing demand for content and applications continue to be critical for wireless growth </li></ul>Wireless Economy
  • 14. 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 Engineering Systems Approach Business Model Market Tested Segmented Products Relationships
  • 15. QCT Positioning Our Value to the Industry Originates with Our Complete Solution Handset and Infrastructure Customers Support Tools Digital IC Analog RFIC Launchpad ™ Applications Suite Software Protocol Stack
  • 16. Product Platform | Overview PLATFORM POSITIONING PLATFORMS <ul><li>Feature-Rich, Data Enabled Devices </li></ul><ul><li>Integrated multimedia capabilities reduce cost for conventionally higher-end applications </li></ul><ul><li>New form factors to address enterprise and consumer requirements </li></ul><ul><li>Multimedia content & creation </li></ul><ul><li>Wireless Technology Merge w/ Consumer Electronics </li></ul><ul><li>Devices Optimized for Multimedia Applications </li></ul><ul><li>Productizes enhanced 3G features and applications for new network services </li></ul><ul><li>Low-Cost Entry Devices </li></ul><ul><li>Provides carriers with cost competitive capabilities to enable a broader base of devices for CDMA2000 & WCDMA </li></ul>
  • 17. Our Product Platforms Developed Through Interaction With Operators <ul><li>QCT Complete Solutions Strategy </li></ul><ul><li>Global product roadmap </li></ul><ul><li>Stability </li></ul><ul><li>Seamless 3G / 2G </li></ul><ul><li>handovers </li></ul><ul><li>Choice & variety </li></ul><ul><li>Fast time to market </li></ul><ul><li>Cost effective </li></ul><ul><li>3G rollout experience must be equal to or better than 2G! </li></ul>Fully tested, optimized solutions QCT DIRECTION CUSTOMER REQUIREMENTS Operator-Focused Planning Tiered platforms utilize common apps SW Fully Segmented, Global product roadmap Broad feature sets
  • 18. Cost Leadership CMOS <ul><li>Greater processing speed </li></ul><ul><li>Lower power => lower cost / longer standby time for improved user experience </li></ul><ul><li>Easy migration for OEMs: design re-use advantages </li></ul><ul><li>Providing OEMs with low-cost path to smaller footprint </li></ul>We will be ahead of the industry in innovating cost-competitive solutions and delivering them on schedule…! 90nm Reducing costs for data devices to drive Mainstream Acceptance <ul><li>The industry’s first CDMA2000 chipsets to use RF CMOS </li></ul><ul><li>Ensures price-competitive entry-tier solutions for emerging markets </li></ul>90 nm 130 nm
  • 19. <ul><li>US </li></ul><ul><ul><li>UMTS1900 and UMTS850 </li></ul></ul><ul><ul><li>EDGE </li></ul></ul><ul><li>Japan </li></ul><ul><ul><li>UMTS2100 and UMTS800 </li></ul></ul><ul><ul><li>i-mode (Access browser) </li></ul></ul><ul><li>Europe </li></ul><ul><ul><li>UMTS2100 </li></ul></ul><ul><li>China </li></ul><ul><ul><li>UMTS2100 </li></ul></ul><ul><ul><li>EDGE and UMTS1800 becoming likely </li></ul></ul><ul><li>ROW </li></ul><ul><ul><li>Predominately SE Asia </li></ul></ul><ul><ul><li>UMTS2100 with UMTS1800 likely </li></ul></ul>Millions of Handsets WCDMA Market Opportunity - Volume
  • 20. Ramping Customer Acceptance WCDMA 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
  • 21. QCT Product Platforms COMMON CORE FEATURES PLATFORMS SAMPLING ‘ 04 -‘05 ‘ 03 -‘04 ‘ 02 -‘03 ‘ 05 -‘06 <ul><li>Dual CPU </li></ul><ul><li>6.0 megapixel digital camera </li></ul><ul><li>30 fps digital video record & playback </li></ul><ul><li>4M triangles/sec. 3D graphics acceleration </li></ul><ul><li>High-fidelity digital stereo audio record/playback </li></ul><ul><li>30 fps CIF Video Playback & Streaming </li></ul><ul><li>4 megapixel digital camera </li></ul><ul><li>AAC encoding </li></ul><ul><li>400k triangles/sec. graphics acceleration </li></ul><ul><li>Integrated QCamera, CMX, Qtv, Qcamcoder gpsOne </li></ul><ul><li>Sub-QCIF </li></ul><ul><li>Voice-centric </li></ul><ul><li>Limited Launchpad support </li></ul><ul><li>15 fps QCIF Video Playback & Streaming </li></ul><ul><li>2 megapixel digital camera </li></ul><ul><li>AAC, aacPlus decoding </li></ul><ul><li>100k triangles/sec. graphics accelaration </li></ul><ul><li>Integrated Qcamera, CMX, Qtv, Qcamcoder gpsOne </li></ul>120+ Designs
  • 22. QCT Chipset Roadmap Overview MULTIMODE | All GSM/GPRS Capable GSM/GPRS WCDMA (UMTS) 1xEV-DO (Rev.A) VALUE PLATFORM Integrated gpsOne Voice & Data Voice MULTIMEDIA PLATFORM Multimedia & 2D-3D Graphics ENHANCED PLATFORM Enhanced Multimedia & Graphics CONVERGENCE PLATFORM Dual CPU On-Chip EDGE/HSDPA + UMTS/ EDGE/ HSDPA 1xEV-DV (Rev. D) 1xEV-DO (Rev. 0) 1X 1X CDMA2000 + GSM-GPRS CDMA2000 6000 1Q ‘02 6025 3Q ‘03 6050 1Q ‘02 6100 3Q ‘02 6150 2Q ‘04 6300 3Q ‘02 6550 2Q ‘04 6700 4Q ‘04 6800 1Q ‘05 7500 1Q ‘05 7600 2006 7200 4Q ‘05 6200 2Q ‘02 6225 1Q ‘05 6250 2Q ‘03 6275 4Q ‘04 6500 2Q ‘03 6280 2H ‘05
  • 23. There are many ways to support Applications/Services for handsets Non-Integrated Solution Ringer Chip Video ASIC 3D Gaming ASIC Camera Module with DSP Apps Co-Processor Camera Sensor Highly Integrated QCT Solution Ringer ASIC Video ASIC 3D Gaming ASIC Camera Module with DSP Apps. Co-Processor Camera Sensor <ul><li>Smaller Form Factor </li></ul><ul><li>Lower Overall Costs </li></ul><ul><li>Faster Time to Market </li></ul>Processor
  • 24. What is in a QUALCOMM Chipset? <ul><li>A Leader in delivering Wireless Solutions </li></ul><ul><li>Always striving to achieve Semiconductor Excellence </li></ul><ul><li>Smaller Form Factor </li></ul><ul><li>Enhanced System Performance </li></ul><ul><li>Highly Integrated Applications </li></ul><ul><li>Greater Quality & Reliability </li></ul><ul><li>Reduced Power Consumption </li></ul><ul><li>Lower Overall Costs </li></ul><ul><li>Faster Time to Market </li></ul>Memory Micro- Processor GSM/GPRS DSP GPS 3D Graphics Video Audio Imaging CDMA DSP PM RF
  • 25. Commercially Ready Solutions Enable Mass Market Devices WCDMA
  • 26. QCamera: Overview <ul><li>Complete Digital Still Camera Application for the MSM </li></ul><ul><li>1.3M to 4M Pixel support depending on MSM </li></ul><ul><li>Example User Interface </li></ul><ul><li>Picture Viewfinder up to 30 frames per second </li></ul><ul><li>Picture taking application </li></ul><ul><li>JPEG (JFIF) encode at user-definable quality levels </li></ul><ul><ul><li>Tradeoff between quality and file size </li></ul></ul><ul><li>PNG encode </li></ul><ul><li>Self Timer </li></ul><ul><li>Digital Zoom </li></ul><ul><li>White LED flash support </li></ul><ul><li>Create and View Albums </li></ul><ul><li>Image Process Library for image manipulation </li></ul><ul><li>Transmit pictures to other users </li></ul><ul><li>Save pictures to FLASH or MMC </li></ul><ul><li>GPS Location Information </li></ul><ul><li>BREW Interfaces for 3 rd party imaging/value-added functionality </li></ul>
  • 27. Qualcomm’s Mobile Video Solutions
  • 28. <ul><li>Video Codecs: </li></ul><ul><ul><li>MPEG-4 Simple Profile Level 0b </li></ul></ul><ul><ul><li>H.263 Profile 0/3 Level 45 </li></ul></ul><ul><ul><li>H.264 Baseline </li></ul></ul><ul><ul><li>RealVideo 8, 9, 10 </li></ul></ul><ul><li>Audio Codecs: </li></ul><ul><ul><li>QCELP -- 13kbps fixed full and half rates </li></ul></ul><ul><ul><li>EVRC -- 8kbps fixed full rate </li></ul></ul><ul><ul><li>AMR-NB – all rates </li></ul></ul><ul><ul><li>AAC Low Complexity-- 128kbps, 64 kbps, 32kbps, & 16kbps </li></ul></ul><ul><ul><li>AAC Plus - 128kbps, 64 kbps, 32kbps, & 16kbps </li></ul></ul>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.
  • 29. <ul><li>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. </li></ul><ul><ul><li>Video File Format: </li></ul></ul><ul><ul><ul><li>MPEG-4 Simple Profile Level 0b </li></ul></ul></ul><ul><ul><ul><li>H.263 baseline Profile 0 and Level 45 </li></ul></ul></ul><ul><ul><li>Audio File Format: </li></ul></ul><ul><ul><ul><li>QCELP – 13.3kbps fixed full and half rates </li></ul></ul></ul><ul><ul><ul><li>EVRC -- 8kbp fixed full rate </li></ul></ul></ul><ul><ul><ul><li>AMR -- 12.2kbps </li></ul></ul></ul><ul><ul><li>File Extension Support: </li></ul></ul><ul><ul><ul><li>.3g2 </li></ul></ul></ul><ul><ul><ul><li>.3gp </li></ul></ul></ul><ul><ul><ul><li>.amc </li></ul></ul></ul><ul><ul><ul><li>.k3g </li></ul></ul></ul><ul><ul><ul><li>.skm </li></ul></ul></ul>
  • 30. Qcamcorder Feature Rich Application <ul><ul><li>Video Preview Mode & Viewfinder </li></ul></ul><ul><ul><li>Constant Bit rate Encoding Quality (Low=48kbps, Med=64kbps, High=80kbps ) </li></ul></ul><ul><ul><li>Record Movie, Stop Record Movie & Pause Movie functions </li></ul></ul><ul><ul><li>Zoom Control </li></ul></ul><ul><ul><li>Brightness Control </li></ul></ul><ul><ul><li>Contrast Control </li></ul></ul><ul><ul><li>Save Video Output Media Selection: Flash or MMC </li></ul></ul><ul><ul><li>Audio Dubbing </li></ul></ul><ul><ul><li>Video Editing </li></ul></ul><ul><ul><li>CIF, VGA and MP image sensor support </li></ul></ul><ul><ul><li>Interoperates with Qtv </li></ul></ul>
  • 31. <ul><li>2-way video conferencing application that had been tailored to 3G networks such as EvDO and UMTS. </li></ul><ul><ul><li>Video File Format: </li></ul></ul><ul><ul><ul><li>MPEG-4 Simple Profile Level 0 </li></ul></ul></ul><ul><ul><ul><li>H.263 Profile 0 / 3, Level 10 </li></ul></ul></ul><ul><ul><li>Audio File Format: </li></ul></ul><ul><ul><ul><li>AMR -- <12.2kbps </li></ul></ul></ul><ul><ul><ul><li>EVRC -- 8kbps fixed full rate </li></ul></ul></ul><ul><ul><ul><li>G.723.1 – all rates </li></ul></ul></ul><ul><ul><li>Protocols: </li></ul></ul><ul><ul><ul><li>H.324M </li></ul></ul></ul><ul><ul><ul><li>SIP </li></ul></ul></ul><ul><ul><ul><li>H.245 Control Protocol for reliable transmission </li></ul></ul></ul><ul><ul><ul><li>H.223 for Multiplexing/De-Multiplexing </li></ul></ul></ul>
  • 32. Qvideophone Feature Rich Application <ul><li>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. </li></ul><ul><li>Reference app includes features such as: </li></ul><ul><ul><ul><li>Push to Video </li></ul></ul></ul><ul><ul><ul><li>Picture-in-Picture Support </li></ul></ul></ul><ul><ul><ul><li>Video Zooming </li></ul></ul></ul><ul><ul><ul><li>Ability to convert to an audio-only call at any time (Speech Fallback) </li></ul></ul></ul><ul><ul><ul><li>Video or Audio Mute Capability </li></ul></ul></ul><ul><ul><ul><li>User Selectable Encode Quality Settings </li></ul></ul></ul><ul><ul><ul><li>Set-up, Call, Hold and End Call </li></ul></ul></ul><ul><ul><ul><li>PSTN Interoperable (Mobile to PC video call) </li></ul></ul></ul><ul><ul><ul><li>Interoperates with Qtv ™& Qcamcorder </li></ul></ul></ul>
  • 33. Thank you

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