3g broadband and beyond 082108 qualcomm

8/3/2019 3G Broadband and Beyond 082108 Qualcomm

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3G Broadband and Beyond A SuccessStorySeptember 2008


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2

3G Offers Mobile Broadband Today

All trademarks, names of other companies, logos, products and services may be the property of their respective owners

Global Mobile Broadband connections have risen by more than 850 percent year-on-year (Q1 CY07 Q1 CY08), driven primarily from 3G (EV-DO and HSPA) Wireless Intelligence

HSPA helped drive mobile data revenue growth of 46.1 per cent and wireless broadband revenuegrowth of 205 per cent in the first half of 2007/08. -Dr. Hugh Bradlow, CTO, Telstra

StarHub consumer and corporate customers will now be able to experience high-speed access inSingapore of up to 7.2Mbps downlink and up to 1.9Mbps uplink with the use of HSDPA and HSUPAtechnologies respectively. -3G.co.uk, 2nd August, 2007


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3G Offers Fixed/Nomadic Broadband Today

Source: 2


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4

3G Operators Provide a Wide Range of Services

All trademarks, names of other companies, logos, products and services may be the property of their respective owners


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Source: Wireless Intelligence, Dec 2007

Q1 2007 saw the first decline in GSM net additions in Western EuropeQ1 2007 saw the first decline in GSM net additions in Western Europe

Western Europe Net Subscriber Additions by Quarter

-2 million-2 million

14.6million

14.6million

-4

-2

0

2

4

6

8

10

12

14

16

Q1

2004

Q2

2004

Q3

2004

Q4

2004

Q1

2005

Q2

2005

Q3

2005

Q4

2005

Q1

2006

Q2

2006

Q3

2006

Q4

2006

Q1

2007

Q2

2007

Q3

2007

Q4

2007

WCDMA

GSM

Millions

Western Europe sees surge in WCDMA subscriber growth, while GSMcontinues to decline

Growth of 3G is Surpassing That of 2G


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Convergence of Computing,

Communication, & CE

Multimode devices

Mobile Device EvolutionMobile Device Evolution

Trends from wired to

wireless

Same rich IP apps

everywhere

Network EvolutionNetwork Evolution

Co-existence of multiple

wireless technologies

Common IP-based core

networks

Service EvolutionService Evolution

Wireless Broadband Evolution Trends


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Verizon is a registered trademark of Verizon. All other trademarks are the property of their respective owners.Note: Products sold for use in U.S. are in compliance with recent ITC and Federal Court rulings.

Convergence of Computing, Communication and CE


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CE Market Opportunities are Here Today

Computing Gaming Books User-GeneratedContent

Entertainment

Samsungs Q1 Ultra UMPC Amazons Kindle &

Polymer Visions Librofonino

Nintendos DS Samsungs VLUU i70 Cowons Q5 PMP

All trademarks, names of other companies, logos, products and services may be the property of their respective owners.

S i t & A B k


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Sprint & Amazon eBook Example of a New Service ModelKindle

Launched in November, 2007 Service

- A wireless portable reading device providing access tobooks, blogs, magazines, and newspapers using high-speed

EV-DO network.- Over 300 newspapers, blogs, and magazines, and 90,000

books are available and can be downloaded in less than aminute.

- Delivers new content wirelessly, without a PC, Wi-Fi hot

spot, or syncing.- No monthly subscriptions or commitments for the service.

- Built in dictionary and Wikipedia.

Price:

- $9.99 per book

- $399 for the device

- Subscriptions:

-Kindle magazines: $1.25 - $3.49 per month

-Kindle newspapers: $5.99 - $14.99 per month

-Blogs - 99 each per month


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Convergence of Devices & Services

3G & Beyond2G1G

PHONE EVOLUTION

MobileCommunication Information Entertainment / CE

RichCommunication

User Generated Content/Social Networking Computing

+ + + + +

PC EVOLUTION

User GeneratedContent/ Social

Networking

ComputingSimple

Communication Information EntertainmentRich

Communication

+ + + + +

CONVERGENCE

OF DEVICES& SERVICES

Connected Applications Rich Content Computing Applications High-Speed Access

Connected Devices Bluetooth Headsets Multi-Function CE Mobile Computing


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Choice of Layered Networks with Common IP Core

High-performance 3G-WANs, with greatest coverage & scale,will provide ubiquitous broadband to billions of users

Opportunities abound for many technologies in the broadband future

4G Is Less about Performance than Ubiquitous Broadband Experienc4G Is Less about Performance than Ubiquitous Broadband Experience ande and

Seamless Interoperability between Successful Wireless TechnologiSeamless Interoperability between Successful Wireless Technologieses


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EconomicsEcosystem Evolution

Successful mass-market mobile broadband technologies excel at the 3 Es


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A thriving ecosystemincludes successful

operators generatingrevenue for theirservices, and innovative

vendors/developers creatingproducts/services that meetoperators needs and fuel

customer demand.

1) Ecosystem


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14

Source: Wireless Intelligence

670 Million+ Subscribers on 3G Networks Today

492 Commercial Networks127 EV-DO (35 Rev. A)276 CDMA2000 1X

194 HSDPA (34 HSUPA)216 WCDMA

Growth of 3G Broadband Subscribers Is Explosive


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15

24

67

176

551

825

332307

261

138

181

91

218

4 1525 40

60

8

3G HSPA Family

3G EV-DO Family

WiMAX

Others, including TD-SCDMA, LTE and UMB

2007 2008

Growth of 3G Broadband Subscribers Is Explosiveand Accelerating

3G will drive the majority of mobile broadbandconnections well into the next decade

20102009 2011 2012

25%

67% 5%

3G will command92% of the MobileBroadband market

in 2012

Sources: Strategy Analytics, July 2007; Informa, September 2007.

HSPA Family includes HSDPA, HSUPA & HSPA+. EV-DO Family includes Rel. 0, Rev. A and Rev. B.

Vendors and Operators Are Realizing Significant


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Vendors and Operators Are Realizing SignificantRevenues from 3G

Sources: Blended forecast from Strategy Analytics (2006), Gartner (2006) and Forward Concepts (2005)

2009 Worldwide Revenue Estimates (Billions)


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3G Offers Great Diversity Across All Segments

535 EV-DO devices / 107 vendors; 420 HSPA devices / 94 vendors

Handsets and PC cards Consumer Electronics

Ultra mobile devices

Embedded laptops

Desktops

Mobile/Nomadic/Fixed

Enterprise/Consumer

Ethernet/Cable/DSL-Class

Performance

Sources: CDG, GSA.

All Device Segments

All Market Segments

2) E i


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As operators evaluate

options for rolling outwireless data services,they carefully assesseach competingtechnologys potential tomaximize revenue whileminimizing cost.

2) Economics


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3G Supports the Entire Range of IP Services

Video/Music

Telco-quality VoIP

Low-Latency Gaming

Push to Talk / Push to Media

Multimedia Upload/Exchange

High-Speed Web Browsing

Streaming/Downloads

Video Telephony

Service Tiering

Multicasting

Enabled by 3Gs Integrated Quality of Service (QoS) support,high capacity and low latency

O W ld id Sh D Y Y G h


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Operators Worldwide Show Data YoY Growth

Source: Verizon, Vodafone Group, AT&T, Telstra

3G D i C t D li i S l I


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$191$195

$407

$290

$228

$198

$221

$341

$290 $295

$270

$197

$231

$181$176

$217

$270$254

$272

$287

$311

$367

$141$129

$141$128 $128

$135

$105$124

$50

$150

$250

$350

$450

1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07

Lowest 10% Lowest Price

$28

$23$26

$35

$37

$49

$59

$68

$77

$83$82

$70

$55

$43$41

$20$20$24$24

$35

$51$49

$55

$50

$57

$69$68

$48

$42

$35

$10

$30

$50

$70

$90

1 Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1 Q0 6 2Q06 3Q06 4 Q06 1Q07 2Q07 3Q07

Lowest 10% Lowest priced

CDMA2000 Handsets Costs

WCDMA Handset Costs

193267

351

454

565

683730

0

100

200

300

400

500

600

700

800

2005 2006 2007 2008 2009 2010 2011

WCDMA & CDMA2000Worldwide Handset Shipments

3G Device Cost Declining as Scale Increases

(Millions)

53%*

22%*

* Percentage of total handset shipments

Source: Average of Gartner Group (Dec 2006), Strategy Analytics (Oct 2006), ABI (Q1 2007),IDC (Dec 2006) and Yankee Group (Dec 2006) handset forecasts

Mi i i i N b f Sit I I t t


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Internet Interconnect

Utilities

Spares

Training

Operations

RF Eng / Test Equip

Installation/Shipping

Project Mgt.

Site Acquisition

Ancillary Equipment

Backhaul

Software Upgrade

BTS

BSC

MSC

Core Netw ork

Other

Site Rental

Minimizing Number of Sites Is Important

Notes:

Urban morphology (10K Pops/SqKm)

Wireless penetration: 50%

Operator market share: 25%

Local call termination charges and long distancetransport costs are not included in the networkexpense calculations

Spectrum available: 2X10MHz @ 800MHz

Cost of each cell site is similar for all broadband technologies

Technologies requiring fewer sites have lower overall network cost

3G Network Example: Fixed/Nomadic Voice + Data Service

CapitalExpenses

OperatingExpenses

600 MOU /Sub/Month

1000 MB /Sub/Month

Capital(% of Total Network Expense) 38%

Ancillary Equipment 1%Installation/Shipping 11%

Site Acquisition 1%Project Management 0%RF Eng / Test Equip 1%BTS 12%BSC 8%MSC 0%Core Network 3%Other 1%Operating Expense(% of Total Network Expense) 62%

Site Rental 12%Operations 13%Utilities 3%Spares 2%Training 1%Software Upgrade 1%Backhaul 25%Internet Interconnect 5%

3) Evolution


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As with precedinggenerations, 3G

technologies will continueto evolve, with timelyimprovements for greater

capacity, lower cost, andhigher data rates tosupport a myriad of voice

and data services.

3) Evolution

3G Technologies Have Strong Evolution Paths


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3G Technologies Have Strong Evolution Paths

EV-DO

Rev A

Rel-6 (HSUPA)

DO Advanced

Rel-9 & Beyond

Rel-9

Created 7/01/08

UMB

LTE

1x Advanced

Rev BPhase I

HSPA+ (HSPA Evolved)Rel-7 Rel-8

Rev BPhase II

EV-DO

Rel-8

EV-DO

OFDMA complements 3G

Leverages wider bandwidths

EV-DO

Rel 0

CDMA2000

1X

HSPAWCDMARel-99 Rel-5 (HSDPA)

Excellent Mobile BroadbandVoice and Full Range of IP Services

Enhanced User ExperienceImproved voice and data capacity

Backward and forward compatibilityCost effective upgrades that leverage existing assets

Peak Data Rates Achievable in Optimal Conditions


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Peak Data Rates Achievable in Optimal Conditions

Shared channel(downlink and uplink)

16/64QAMHigher order Modulation

2x2 MIMOMultiple Input Multiple

Output

Wider bandwidthMulti carrier

and/or OFDMA

Combinationsof HOM, MIMO and

Multi carrier

Even Higher orderMIMO and HOM

Peak Data RateEnhancements EV-DO

Rev. A

UMB

LTE

DO AdvancedRev. BPhase I

HSPA+ (HSPA Evolved)HSPA

Rel-6 (HSUPA) Rel-7 Rel-8 Rel-9 & Beyond

Rev. BPhase II

EV-DO

Rel-8 Rel-9

DL: 71 - 135 Mbps6

DL: 3.1 Mbps

DL: 71 - 143 Mbps6

14.7 Mbps2 DL: 34.4 Mbps3

DL: 1.8-14.4 Mbps DL: 28 Mbps DL: 42 Mbps4 DL: 84 Mbps5

DL: 9.3 Mbps1

1Peak rate for 3 EV-DO carriers supported by initial implementation.2Peak rate for 3 EV-DO carriers with 64 QAM in the DL. Standard supports up to15 aggregated Rev. A carriers.3DO Advanced peak rate for 4 EV-DO carriers as expected for initialimplementation, assumes 2x2 MIMO and 64QAM in the DL.4R8 will reach 42 Mbps by combining 2x2 MIMO and HOM (64 QAM) in 5MHz, orby utilizing HOM (64 QAM) and multi carrier in 10 MHz.5R9 and beyond may utilize combinations of multi carrier and MIMO to reach 84Mbps peak rates.6Peak rates for 10 and 20 MHz FDD using 2x2 MIMO, the standard supports 4x4MIMO enabling peak rates of 278 Mbps for LTE and 288 Mbps for UMB. TDDrates are a function of up/downlink asymmetry

Enhancements available to both CDMA and OFDMA

Created 7/1/08

10 MHz to 20 MHz

10 MHz to 20 MHz

5 MHz 5 MHz 10 MHz

5 MHz 5 MHz >5 MHz

Many Technologies Needed to Economically Deliver


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Broadband Experience Everywhere

LTE Complements Existing 3G Networks


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LTE

LTE Complements Existing 3G Networks

3G Coverage (HSPA/HSPA+ or EV-DO Rev A/B)

Address high-traffic areas with LTE 3G provides ubiquitous coverage

Seamless service continuity with 3G Seamless handoffs through multimode devices

Evolved 3G provides similar user experience

outside the LTE coverage

LTE

HSPA+Multimode

LTERev. B

Multimode

Industrys first LTE/3Gmultimode solutions

LTEHSPA+/Rev. B

Multimode

Qualcomm Business Model


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Qualcomm Business Model

Qualcomm Invests Significantly in a Complete


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Technology Roadmap

Qualcomm Yearly R&D Expenditures

Qualcomm Has Helped to Enable a $350+B Industry


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Qualcomm Has Helped to Enable a $350 B Industry

Industry:

- CDMA/WCDMA Infrastructure Revenues

- CDMA/WCDMA Handset Revenues

- CDMA/WCDMA Service Revenues

Sources:

Qualcomm Revenues Company reports

Handset, Infrastructure and Service Revenues Strategy Analytics, 2007

Qualcomm Provides Broadest Solutions


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Industry leader in modem technology

Best-in-class RF & PMIC

Highest level of system integration

Modem, Multimedia, RF, PMIC, Software Leading-edge process & packaging

TECHNOLOGY

Single ChipEntry Level

Mainstream MMBroadcastQVGA/WQVGA

MSM6K

QSC

MSM

7K

HLOS PhonesVGA/WVGA

Wireless & ConsumerConvergence

QSD

CUSTOMERS

for Every Mobile Device Segment

Over 50 customers

Launched ~300 devices in 2007

More than 350 devices in designand production

Launching >30 phones per month

Highly-Integrated Chip Solutions


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Memory

Micro-Processor

GSM/GPRS,Edge, WCDMA,HSPA

DSP

GPS

3D Graphics

Video

Audio

Imaging

CDMA, DO

DSP

SmallerForm Factor

Longer Battery

Life

Lower OverallCosts

Highly Integrated Chip Solutions

Software

+

Summary


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y

3G has a strong evolution pathHigher capacity, peak and user data rates, enhanced user experience

3G offers excellent wireless broadband todaySupports all services, market/device segments with excellent economics

CDMA and OFDMA will provide similar performanceTopology will provide gains beyond technology

LTE complements 3G and its evolutionLeverages new and wider spectrum up to 20 MHz

Qualcomm is a key contributor to 3G and beyondSignificant investments in EV-DO, HSPA(+), LTE, 1X-Advanced


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Thank You

3g broadband and beyond 082108 qualcomm

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