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Qualcomm: Roth Conference


Dr. Murthy Renduchintala, EVP, Qualcomm Technologies, Inc., and Co-President, Qualcomm CDMA Technologies …

Dr. Murthy Renduchintala, EVP, Qualcomm Technologies, Inc., and Co-President, Qualcomm CDMA Technologies
March 11, 2014

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  • 1. Roth Conference March 11, 2014 Dr. Murthy Renduchintala, EVP, Qualcomm Technologies, Inc., and Co-President, Qualcomm CDMA Technologies
  • 2. Safe Harbor This presentation contains forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding our growth opportunities, including driving smartphone growth and innovation, facilitating data growth, developing adjacent opportunities and creating a digital sixth sense, and our ability to capitalize on those opportunities; company, industry, geographic, product, technology, or consumer demand projections, estimates, forecasts, trends, growth or opportunities; and our fiscal 2014, business or financial outlook, projections, estimates, guidance, forecasts, trends, focus, targets or growth. Forward-looking statements are generally identified by words such as “estimates,” “guidance,” “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks” and similar expressions. Actual results may differ materially from those referred to in the forward-looking statements due to a number of important factors, including but not limited to risks associated with the commercial deployment of CDMA, OFDMA and other technologies, continuing growth in our customers’ and licensees’ sales of products and services based on these technologies and our ability to continue to drive customer demand for our products and services based on these technologies; competition; our dependence on a small number of customers and licensees; the continued and future success of our licensing programs; attacks on our licensing business model, including current and future legal proceedings or actions of governmental or quasi-governmental bodies or standards or industry organizations; the enforcement and protection of our intellectual property rights; the commercial success of our new technologies, products and services; claims by third parties that we infringe their intellectual property; our dependence on a limited number of third-party suppliers; our stock price and earnings volatility; government regulations and policies; strategic transactions and investments; global economic conditions that impact the mobile communications industry; foreign currency fluctuations; and failures in our products or services or in the products of our customers, including those resulting from security vulnerabilities, defects or errors. These and other risks are set forth in our most recent 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. Throughout today’s presentations we refer to “Qualcomm” for ease of reference. However, please recall that in connection with our Fiscal 2013 reorganization, Qualcomm Incorporated continues to operate QTL and own the vast majority of our patent portfolio, while Qualcomm Technologies, Inc., its wholly-owned subsidiary, now operates, along with its subsidiaries, substantially all of our products and services businesses, including QCT, and substantially all of our research and development functions.
  • 3. 15B+ cumulative ASICs shipped ~716M MSMs shipped in FY’13 #1 in wireless semiconductors 250+ 3G licensees 95+ 4G licensees Qualcomm’s Key Business Segments QCT: Semiconductors QTL: Technology Licensing
  • 4. QCT results $6.7B $8.9B $12.1B $16.7B FY’10 FY’11 FY’12 FY’13 Revenues $1.7B $2.1B $2.3B $3.2B FY’10 FY’11 FY’12 FY’13 399M 483M 590M 716M FY’10 FY’11 FY’12 FY’13 MSM chip shipments Earnings before tax +21% CAGR +35% CAGR +23% CAGR
  • 5. Develop adjacent opportunities Growth opportunities Facilitate data growth Create a digital 6th sense Drive smartphone growth and innovation
  • 6. Drive smartphone growth and innovation
  • 7. Continued smartphone momentum ~20% CAGR for smartphone unit shipments expected between 2012-2017 Source: Gartner, Sept ‘13 ~7BCumulative smartphone unit shipments forecast between 2013-2017
  • 8. BT 4.1 Krait™ CPU Up to 2.5Ghz/core Qualcomm has built technology leadership Across all vectors Qualcomm® Adreno™ GPU OpenGL ES 2.0/3.0 OpenCL RenderScript Display Processing 4K (external), 1080p, Miracast, picture enhancement Qualcomm® Gobi™ Modem 3G/4G Baseband Multi-SIM Broadcast/Multicast Carrier aggregation Wi-Fi 802.11ac USB 3.0, 5Gbps Multimedia Processing Audio Adv Voice Clarity Voice Activation Gestures Studio Access Security Sensor processing Memory 2MB L2 Cache LPDDR2/3 Hexagon™ DSP Ultra Low Pwr ISP (Camera) Dual ISP Qualcomm Snapdragon™, Qualcomm Gobi, Krait, Qualcomm Adreno and Hexagon are products of Qualcomm Technologies, Inc. Location GPS, GLONASS, Beidou Satellites
  • 9. Continued Snapdragon leadership Qualcomm Snapdragon 805 The Ultra HD mobile processor First to announce LTE Cat 6 for smartphones and tablets First to announce Ultra HD (4k) display & UI for mobile First to announce Ultra HD gaming with Adreno 420 GPU Qualcomm Snapdragon 610 & 615 First 64-bit Octacore Chipset Most mature 4G LTE solution (3rd Generation, Integrated) 32-bit and 64-Bit capable Quad (610) and Octa-Core (615) configurations
  • 10. Emerging region growth ~3.5B 3G/4G connections expected by 2017 Of handset shipments expected to be smartphones in 2017 >80% Source: GSMA Intelligence, Jan ‘13; Gartner, Dec ’13. This data now includes Eastern Europe in emerging regions, which was previously included in developed regions.
  • 11. Driving smartphone growth globally Snapdragon 410 Driving integrated 4G LTE across high-volume products 32-bit and 64-Bit capable Designed for high-volume smartphones and tablets Snapdragon 200 Designed to balance performance, 3G and battery life for entry level smartphones Dual and quad-core Includes TD-SCDMA, DC-HSPA+ (up to 42Mbps)
  • 12. Facilitate data growth
  • 13. The 1000x Data Challenge Richer Content Data Demand Increase Global Traffic More Devices
  • 14. LTE scale leadership Third generation modem – launch velocity continues Time05/2011 01/2014 1300+OEM LTE designs globally based on Snapdragon or Gobi chips • 750+ of these have been accepted or launched CumulativeNumberofCarrierAcceptances (UniqueOEMDevices) Source: Qualcomm Technologies, Inc. data Modem Generation First Second Third
  • 15. Success requires management of increasing complexity 40MHz TDD 30 MHz TDD 30 MHz FDD 20 MHz FDD 15 MHz FDD 25 MHz FDD 10 MHz FDD 40 MHz FDD 5MHz 10MHz 15MHz 20MHz 5MHz 10MHz 15MHz 20MHz 10MHz 15MHz 20MHz RF LTE Modem 300 Mbps (Cat 6) 225 Mbps 300 Mbps (Cat 6) 225 Mbps 185 Mbps 150 Mbps 100 Mbps 75 Mbps34 Inter-band CA Intra-band CA 37 39 40 41 38 36 35 26 28 32 29 31 30 27 25 24 23 15 22 17 21 18 20 19 16 14 13 12 4 11 6 10 7 9 8 5 3 2 1 33 Band-specific RF components APAC Americas EU + + + + + + + + + + + + China TDDFDD Driven by global adoption of carrier aggregation Source: 3GPP
  • 16. We have redefined the modem IP leadership: baseband and RF Advanced, tightly integrated Fast to launch, scales globally Superior end-to-end performance Baseband 3G/4G LTE advanced world mode Wi-Fi, Bluetooth, FM, Location Multi-SIM RF Qualcomm® RF 360™ Transceiver Power management Memory RF 360 is a product of Qualcomm Technologies, Inc.
  • 17. Evolving network deployments with small cells Investments in enabling technology Leveraging existing expertise Qualcomm FSM is a product of Qualcomm Technologies, Inc.
  • 18. Driving connectivity leadership Expanding across all segments First certified 11ac mobile solution | First certified 11ac smartphone, Samsung Mega 6.3 | Over 200 11ac designs in smartphones Nokia Lumia 1520 Sony Xperia Z Ultra Samsung Mega 6.3 Motorola Moto X Samsung Mini Xiaomi Mi-2 Motorola Moto G Asus MeMo Source: Qualcomm Technologies, Inc. data. HTC One X
  • 19. Develop adjacent opportunities
  • 20. Extending technology into adjacent device opportunities CE devices Health devices Smart grid Wearables TVs Cars Home gateways Hybrids Tablets Small cells
  • 21. Smartphone experience influencing tablet designs ~30% CAGR forecast of tablet shipments from 2012-2017 Common HW/SW Touch screen Advanced camera capabilities Embedded sensors Long battery life Common app development Source: Gartner, Sep ‘13
  • 22. Gaining traction on key tablet designs Wi-Fi, LTE Nexus 7 by Google Wi-Fi, LTE LG G Pad Wi-Fi, LTE Nokia 2520Wi-Fi, LTE Sony Xperia Tablet Z2 Wi-Fi, LTE Samsung Galaxy NotePro 12.2 Wi-Fi, LTE Samsung Galaxy TabPro 8.4 / 10.1 / 12.2 Wi-Fi, LTE Lenovo Yoga 10 HD+
  • 23. Snapdragon™ automotive solutions for connected infotainment Driving the next generation of in-car connected experiences Quad-Core Krait ™ CPU Qualcomm® Adreno™ 320 graphics Wi-Fi and Bluetooth GNSS Navigation Power Management Integrated DSP Camera engines Multi-display support Audio and video Gesture Security3G/4G LTE/3G Multi-mode Qualcomm Adreno and Krait are products of Qualcomm Technologies, Inc.
  • 24. Connected smarthome Transforming the home experience Connectivity (802.11ac and low power Wi-Fi) Internet processor Small cells Home gateway Game consoles Smartphones Tablets TVs Security Appliances Temperature Lighting
  • 25. Digital 6th sense
  • 26. Ongoing opportunity Technologies enabling the digital 6th sense Gyroscope Accelerometer Compass Sensor assisted location Pressure sensor Microphone Touch Ambient light sensor Proximity sensor RF enhancement Temperature Humidity Device requirements increasing Monitor the environment Improve navigation, game input Contextual awareness Monitor health and fitness
  • 27. Develop adjacent opportunities Growth opportunities Facilitate data growth Create a digital 6th sense Drive smartphone growth and innovation
  • 28. For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog ©2014 Qualcomm Incorporated. Qualcomm, Snapdragon, Adreno, Gobi, Hexagon, and VIVE are trademarks of Qualcomm Incorporated, registered in the United States and other countries. Qualcomm RF360 and Krait are trademarks of Qualcomm Incorporated. 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. Thank you Follow us on: