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Mobile monday 12.2010 ahmedabad

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Mobile monday 12.2010 ahmedabad

  1. 1. TO 3G & BEYONDMobile Monday Inaugural EventAhmedabad, December 6, 2010
  2. 2. QUALCOMMINTRODUCTION
  3. 3. Fortune 500 CompanyLeader in developing and delivering innovative digitalwireless communications products and services basedon CDMA and other advanced technologiesWorld’s largest fabless semiconductorcompany, #1 in wirelessBroadly licensed patent portfolio:~12,600 U.S. and ~59,200 international grantedpatents and pending patent applicationsMember of the S&P 100 & 500 Indexes
  4. 4. Qualcomm Key Business Segments QSI QUALCOMM STRATEGIC INITIATIVES • India BWA Spectrum
  5. 5. Investment in a Complete Technology RoadmapQUALCOMM YEARLY R&D EXPENDITURES (BILLIONS) $3 25% 20% $2 R&D Expenditres (Billions) 15% % of Revenue 10% $1 5% $0 0% 2005 2006 2007 2008 2009 Source: Qualcomm
  6. 6. Key Wireless TechnologyDrivers
  7. 7. Wireless: Connecting the Unconnected By 2012, Emerging Regions are Expected to Represent >50% of 3G Handset ShipmentsBridging the Digital Divide Social Benefits Affordable Internet of Wireless Connectivity Note: Informa Telecoms & Media, (Oct’09)
  8. 8. Trends Driving Data Growth 3G affordability Application stores Broadband connectivity Flexible data plans Shift to cloud computingBy 2014, Monthly Worldwide Mobile Data TrafficExpected to Exceed 2008 Total Source: ABI Research, Sept ’09
  9. 9. CDMA2000, EVDO, HSPA and LTE Roadmaps Excellent Mobile Broadband Today Enhanced User Experience Voice and Full Range of IP Services Improved voice and data capacity CDMA2000 1x Advanced 1X Simultaneous 1X Voice and EV-DO Data Rel. 0 Rev. A Phase I Phase II EV-DO EV-DO Rev. B DO Advanced Rel-99 Rel-5 Rel-6 Rel-7 Rel-8 Rel-9 & Beyond WCDMA HSPA HSPA+ (HSPA Evolved) Rel-8 Rel-9 Rel-10 LTE Leverages new, wider LTE and TDD spectrum LTE Advanced MSM8660 2009 — 2010 2011+ HSPA+ Created 08/18/09
  10. 10. ~ 85% Operators Worldwide have Launched 3G >1 Billion 3G subscribers Over 385 Million HSPA and EV-DO subscribers> 655 Commercial 3G >345 WCDMA ~115 EV-DO (>80 Rev. A, 1Operators >340 HSDPA Rev. B) in 171 countries (~100HSUPA) >310 CDMA2000 ~52 HSPA+ Sources: Wireless Intelligence estimates as Apr 19, 2010 for the quarter ending Mar31, 2010; CDG and Global Mobile Suppliers Association as of April 2010
  11. 11. 3G Adoption will Continue to Accelerate >75% 3G Handset Shipments* (Millions) 1200 1000 800 GSM 600 3G 400 200 0 2008 2009E 2010E 2011E 2012E 2013E 2014E GSM shipments declining 2008 onwards 3G handset shipments estimated to grow ~30% y-o-y from ‘09-’10 By 2013, 3G handset shipments to cross 1 billion mark Note: 3G includes CDMA2000, WCDMA and TD-SCDMA * Shipments refer to sell-through numbers from Informa and Yankee and sell-in from ABI Research Sources: Average of Yankee Group (March 2010) , Informa Telecoms and Media (1Q2010) and ABI Research (March 2010)
  12. 12. Emerging Markets Forecast to Drive 3G Growth ~70% 3G in emerging mkts. 3G Handset Shipments* (Millions) 1400 80% Global 3G Handset Shipments 1200 70% 3G Handset % in Emerging Markets 60% 1000 50% 800 40% 600 30% 400 20% More than 50% 3G handsets to come from emerging markets in 2011 200 10% 3G unit shipments to more than quadruple and grow at ~39% CAGR from 2009-2014 0 0% 2009 2010 2011 2012 2013 2014 Note: Emerging Markets include CALA, Eastern Europe, Middle East & Africa, India, China and Rest of Developing APAC * Shipments refer to sell-through numbers Source: Informa Telecoms & Media (1Q 2010)
  13. 13. Chipset Innovation Driving Device Choiceand Application Possibilities CPU BLUETOOTH® GPS WI-FI MEMORY MODEM SENSORS CONNECTIVITY RF ENGINE MULTIMEDIA POWER APPS MANAGEMENT PROCESSOR ECONOMICAL 3G DEVICES 1.5GHZ SUPPORT FOR FOR MOBILE MULTIPLE POPULAR EMERGING PROCESSORS OPERATING SYSTEMS MARKETS
  14. 14. Content, An Essential Element of User Experience Commercial Content User Generated Content Content Services Social Networking Sites User access online sites, search, User creates content, share it with remote friends through social web sites, view and acquire, download content, manage acquire the content of friends posted on account, directly from mobile device these sites, directly from mobile device Uploading Photos/Videos drives the need for HSUPA, EVDO High-Res Video Content drives the need for HSPA+, EVDO Rev B

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