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Презентация Пола Джейкобса, CEO Qualcomm о новых технологиях на конференции IQ2013 в Москве.
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IQ 2013 Russia
Paul Jacobs Chairman and CEO, Qualcomm Incorporated
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 key industry trends driving innovation and our ability to capitalize on those trends; smartphone unit sales forecasts; the industry shift to mobile architecture; our business strategies; the expansion of mobile technology into other computing and CE categories; growth in data traffic and small cells; 3G/4G growth in Russia; future 3G/4G connections and connected devices; and shifting deployment models. Forward-looking statements are generally identified by words such as “estimates,” “expects,” “anticipates,” “believes,” “projects,” “guidance” 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 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.
BORN MOBILE™
Source: Rutberg and Co., Aug. ’12
BOOSTING ECONOMY AND INNOVATION
global investments in technology were represented by mobile in 2012
41% VENTURE CAPITAL
Qualcomm’s unique business model A technology enabler for the entire mobile value chain
SUBSCRIBERS WIRELESS ECOSYSTEM
KEY INDUSTRY TRENDS DRIVING INNOVATION
Redefining computing
The 1000x data challenge
Digital 6th sense
REDEFINING COMPUTING
Our most important device
Source: Google Mobile Planet Survey, May 2011. Survey respondents are smartphone owners.
3/5+ use smartphone for gaming
>60% use smartphone to look up directions
1/2+ use smartphone to provide answers
Mobile is redefining computing
cumulative smartphone unit sales forecast between 2013–2017
~7 BILLION Without compromising
mobility
High performance computing
Source: Gartner, Mar. ’13
The PC Era CPU-centric approach
Industry is shifting to mobile architecture
The Mobile Era Integrated technology
Strategy Drive smartphone leadership into adjacent opportunities
Set the design point
Scale – deployment and ability to invest
Own the key technology blocks
Integration
Qualcomm is a mobile native We lead the industry we co-created after decades of investment and experience
3G/4G/LTE
AP GPU DSP
RF #1 Sources: Mobile AP Unit Shipment - Strategy Analytics; GPU Shipment - Jon Peddi Research; DSP shipment - Forward Concepts; 3G/4G/LTE - Strategy Analytics; RF iSuppli, Q1’12
Modem
DSP
CPU
GPU
Position location
Multimedia Power management
RF
Memory
Connectivity
Software/HLOS
The whole is greater than the sum of the parts Integrating all key technology blocks
Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc.
Qualcomm® Snapdragon™ processors
Snapdragon 800
Premium devices
Snapdragon 600
Mid-high tier
Snapdragon 400
High volume
Snapdragon 200
Entry level
At the heart of the devices you love
* Includes devices announced or launched from Qualcomm Reference Design Source: Qualcomm Technologies, Inc. data
85+ Device customers*
850+ Devices announced or launched*
Qualcomm Snapdragon across a range of devices Smartphone technology is expanding into many other computing and CE categories
A dragon is coming video
THE 1000X DATA CHALLENGE
The 1000X data challenge
*Source: Cisco, May ‘12
1000x data traffic growth
~2x global data traffic growth from 2010–2011*
3G/4G growth in Russia Increasing data revenues is key opportunity for local operators
Source: Wireless Intelligence, Apr. ’13
3G/4G connections by 2015 100M+
Hiding the complexity underneath the most seamless mobile connectivity Our unique advantage
All major cellular modes
Radio frequency bands
GNSS, Wi-Fi, Bluetooth
Seamless connectivity
Carrier aggregation leverages spectrum assets
Enhances user experience
Higher data rates
Leverages all spectrum assets
LTE carriers 10 MHz
Aggregated data pipe
10 MHz
Supplemental Downlink
LTE Broadcast
Device-to-device will enhance proximal communication
Licensed
Unlicensed
LTE-D
Shifting to an inside-out deployment model
Small cells everywhere Low cost, small size and ease of deployment
DIGITAL 6TH SENSE
AUGMENTING OUR SENSES WITH A DIGITAL 6TH SENSE
Discover
Act
Process
CONNECTED DEVICES WORKING TOGETHER
Alljoyn is a product of Qualcomm Innovation Center, Inc.
CREATING MULTI-SCREEN EXPERIENCES
"Sesame Street®" and all associated characters, trademarks and design elements are owned and licensed by Sesame Workshop. © 2013 Sesame Workshop. All rights reserved.
Lighting
Multimedia
Security
Inside Temperature 68
Sync To Cloud Friends Watching
Fitness
VIEWED THROUGH AUGMENTED REALITY
PERSONALIZED INFORMATION
Gimbal is a product of Qualcomm Retail Solutions, Inc.
TRICORDER is a trademark of CBS Studios, Inc. Used under license.
TRANSFORMING OUR HEALTH
Source: GSMA, PwC, Feb. ’13
TRANSFORMING EDUCATION
in emerging regions can further their education with mEducation
180M STUDENTS
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
© 2013 Qualcomm Incorporated. Qualcomm and Snapdragon are trademarks of Qualcomm Incorporated, registered in the United States and other countries. Born Mobile is a trademark of Qualcomm Incorporated. Alljoyn is a trademark of Qualcomm Innovation Center, Inc., registered in the United States and other countries. Gimbal is a trademark of
Qualcomm Retail Solutions, Inc. Other products and brand names may be trademarks or registered trademarks of their respective owners.
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