Opportunities in the New age of Mobility - Avineesh


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  • During today’s presentation we may make forward-looking statements relating to our expectations and other future events which differ materially from Qualcomm’s actual results.I refer you to our SEC filings including our most recent form 10K and 10-Q for a description of our businesses and the associated risks and other important factors that may cause actual results to differ materially from these forward-looking statements.
  • Opportunities in the New age of Mobility - Avineesh

    1. 1. Dr. Avneesh Agrawal President, Qualcomm India & South Asia Opportunities In the New Age of Mobility
    2. 2. Safe Harbor In addition to the historical information contained herein, this presentation contains forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding our industry, technology, geographic and product trends, opportunities and forecasts, and our positioning and ability to capitalize on those trends and opportunities; our growth initiatives and business strategies; growth in 3G, 3G/4G, mobile data traffic, content to the home, small cells, and shipments/sales of mobile computing devices including smartphones and tablets; our product roadmap, devices which may contain our products, and future products, solutions, technologies, innovations, features and functionality; and our investment in research and development. Forward-looking statements are generally identified by words such as “estimates,” “guidance” and similar expressions. Actual results may differ materially from those referred to in the forwardlooking statements due to a number of important factors, including but not limited to risks associated with the commercial deployment of our technologies and our customers’ and licensees’ sales of equipment, products and services based on these technologies; competition; our dependence on a small number of customers and licensees; attacks on our licensing business model; our dependence on third-party suppliers; the enforcement and protection of our intellectual property rights; claims by third parties that we infringe their intellectual property; global economic conditions that impact the communications industry and the potential impact on demand for our products and our customers’ and licensees’ products; our stock price and earnings volatility; strategic transactions and investments; foreign currency fluctuations; and failures, defects or errors in our products and services or in the products of our customers and licensees. These and other risks are set forth in our most recent Form 10-K and Form 10-Q filed with the SEC, copies of which are available on our website at www.qualcomm.com. We undertake no obligation to update any forward-looking statements. 2
    3. 3. Mobile: The Biggest Platform in the History of Mankind ~6.7B ~2.2B ~1B Wireless Connections 3G/LTE Connections Smartphones In Use Now Now Now ~8.4B ~4.6B ~3.7B Wireless Connections 3G/LTE Connections Smartphones In Use 2017 2017 2017 3 Source: GSMA Intelligence Q3, 2013, Gartner March 2013, United Nations July 2013, 3G includes WCDMA and EVDO,
    4. 4. Globally, Smartphones and Tablets Are 2X of PC Shipments Device shipments ~6X >2X 2012 2017 PCs Smartphones + Tablets Source: Smartphones units: Gartner, Mar-13; Tablet units: Avg of Gartner, Mar-13 & SA, Apr-13; PC units (desktop + portable): Avg of Gartner, Mar-13 & IDC, Feb13; 4
    5. 5. 50% 33% Mobile data traffic comes from Smartphones Mobile Data traffic is 3G 50% 434 MB Internet Users Also Access Internet on Mobile Avg. Monthly 3G Data Consumption (3.7X of 2G) 75% 38% Facebook Users Access Using Mobile Phone YouTube traffic is Mobile India: 3G Mobile Data Is Witnessing Explosive Growth 5 Source: IAMAI December 2012, NSN Mbit Report May 2013, Medianama Sept 2013
    6. 6. The Mobile Processor – at the heart of all Smartphones Multimedia Position Location GPU CPU Power Management RF Software/ HLOS Sensors DSP Modem Connectivity 6
    7. 7. Not Just A CPU, It’s A System On Chip Ultra HD Video Capture and Playback DTS-HD and Dolby Digital Plus audio 7.1 surround sound Upto 2.3 GHz Quad Core CPU 21MP with dual ISP Console Quality Graphics Support for up to 2560x2048 display Miracast 1080p HD support Integrated high-speed connectivity with 1 support for 3G, LTE Advanced, 802.11ac , USB 3.0 and BT 4.0 1 Superior Maps and Navigation with GPS & GLONASS Support 7 Available only in select processors
    8. 8. Enabling “More Than You Ever Imagined” Experiences Qualcomm Technologies, Incorporated. All Rights Reserved. 8
    9. 9. 3G / LTE multimode is the foundation for new experiences LTE FDD/TDD WCDMA/HSPA+ 3G & LTE : Mobile broadband EV-DO TD-SCDMA CDMA 1x GSM/EDGE 2G: Voice-centric Opportunity To Leverage Always On Always Connected Devices And Create Compelling Experiences 9
    10. 10. Immersive Visual Experiences With Console Quality Graphics Redefining mobile graphics Support for larger displays and higher resolutions More advanced lighting effects More complex scenes at high frame rate More detailed textures for improved visual realism 10
    11. 11. Computer vision-based augmented reality experiences Real World View Live camera view Virtual Content Computer visionbased AR recognizes objects in field of view and aligns graphics tightly to target object Qualcomm Technologies, Incorporated. All Rights Reserved. 11
    12. 12. Emerging Use Cases Computer Vision Augmented Reality Mobile Financial Transactions Gesture Recognition Computational Photography Speech Street Noise Music Dog Barking Next-Gen Browsers Medical Applications Contextual Awareness Cloud Computing 12
    13. 13. Mobile Is the New Architectural Approach Mobile Experience Becoming the Expectation in Other Device Categories ~4x Mobile Scale Driving Developer and Ecosystem Momentum 2010 Smartphone PC 2015 Tablet Connected TV Connected Gaming Always On . Always Connected . All-Day Battery Life
    14. 14. 2012: Over 40% Tech VC Investments Went Into Mobile Mobile VC Investments As A Percentage of Overall Tech VC Investments, US 45.0% 41.4% Percent of Overall Tech VC Investments 40.0% 39.1% 35.0% 30.0% 25.6% 25.0% 27.1% 28.9% 29.2% 27.5% 20.0% 17.8% 17.8% 17.4% 15.0% 16.9% 12.9% 10.0% 5.0% 0.0% 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Mobile Investments Source: Rutberg & Company, United States 2001 - 2012 (1) Overall tech VC based U.S. NVCA data (includes computer and peripheral, IT service, networking and 14 equipment, semiconductor, and software sectors; excludes carrier sector
    15. 15. Mobile Broadband & Computing is Transformative PHYSICAL ROADS HOSPITALS DIGITAL MOBILE BROADBAND M-HEALTH M-EDUCATION SCHOOLS BANKS M-COMMERCE GOVERNANCE Mobile Based Health Diagnostics Mobile Commerce M-GOVERNANCE Crowd Sourced Data Education 15
    16. 16. Qualcomm® Snapdragon™ Enabling next generation devices to deliver superior user experiences 16
    17. 17. Thank you Follow us on: @Qualcomm_IN For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog Qualcomm is a trademark of Qualcomm Incorporated, registered in the United States and other countries. Other products and brand names may be trademarks or registered trademarks of their respective owners 17
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