dan novak, qualcomm, russia, june 2012
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TRANSCRIPT
Russia June 2012
Dan Novak, VP, Global Marketing
PR & Communications
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Safe Harbor This presentation contains forward-looking statements that are subject to risks and uncertainties, including
but not limited to statements regarding the Company‟s financial and business projections, estimates and
growth, including revenue and earnings per share projections and growth; the Company‟s future products
and technologies; region and industry trends, projections, estimates and growth, including data traffic
growth and projections of 3G and wireless connections; consumer demand; and product and device sales
and shipment projections, estimates and growth. Forward-looking statements are generally identified by
words such as “estimate,” “forecast,” “expect,” “project” 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 and demand for our
technologies, the uncertainty of global economic conditions, competition, our dependence on a small
number of customers and licensees, our dependence on third-party suppliers and the potential impact of
supply constraints, attacks on our licensing business model, strategic investments and transactions we
have or may pursue including our investment related to the BWA Spectrum in India, and failures and
defects or errors in our products and services or in the products of our customers. These and other risks
are detailed 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.
This presentation includes a discussion of “non-GAAP financial measures” as that term is defined in
Regulation G. The most directly comparable GAAP financial measures and information reconciling these
non-GAAP financial measures to the Company's financial results prepared in accordance with GAAP have
been included at the end of this presentation.
©2012 Qualcomm Incorporated. All rights reserved. Qualcomm and Snapdragon are registered trademarks of Qualcomm Incorporated. All the
trademarks or brands in this document are property of their respective owners.
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Fortune 500 Company
25+ years of driving the evolution of wireless
Making wireless more personal, affordable and accessible to people everywhere
World‟s largest fabless semiconductor company, #1 in wireless
Member of the S&P 100 & 500 Indexes
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A Technology Enabler for the Entire Mobile Value Chain
Qualcomm‟s Unique Business Model
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Growth Drivers
Emerging Regions
Non-Handset Devices
Connectivity Smartphones Advanced Network
Technologies
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2011 2012 2013 2014 2015 2016
~3.4B3G connections
in 2016
3G Connections to Grow ~23% for Total Connections in 2012
Accelerated 3G Growth
Source: wireless Intelligence estimates as of Apr 16th for the quarter ending Mar 31st, 2012
~1.6B 3G connections in 2011
Q2 2011 3G net adds
surpassed 2G
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3G Connections in Russia
Source: 3G includes CDMA2000 1X. Wireless Intelligence (Apr. „12)
2011 2016
110M
36M
~206% Growth
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Our Chipsets Connect and Power Leading Devices With Integrated
and Discrete 3G, 4G, LTE and Multi-Mode
Qualcomm CDMA Technologies
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Driving Computing and Connectivity
Bringing Computing Power to Mobile
Devices
Bringing Mobile Connectivity to
Computing Devices
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Snapdragon Leadership
370+ Launched
50+ Manufacturers Shipping
with Qualcomm
400+ Designs
in Development
Source: Qualcomm Data
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Snapdragon Processors Are Complete Built Smarter to Work Smarter
Qualcomm Designs,
Integrates and Delivers
all the Pieces
Multimedia
GPU
GPS
DSP
CPU
Modem
Power Mgmt
RF
Connectivity
Memory
Software/ HLOS
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Delivering on Qualcomm‟s Vision to Connect the Internet
of Everything
Qualcomm Atheros:
Enterprise Home
Mobile
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QCA Technologies Provide Strong Complement to QCT Portfolio
Ethernet
Location
PON FM
Bluetooth
Powerline
WLAN
CPU
RF Memory
GPU
Power Management
MMPU DSP
Software/ HLOS
Modems 3G/4G
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Wireless Health Tools Enable Consumers to Take Charge
of Their Health
Transforming Health & Medicine
Blood Pressure, Pulse,
Glucometer
ECG , Smart
Bandages
Smart Pills Or
Internal
Sensors
Pedometer
Weight Body
Composition,
Environmental
Sensors
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Virtual 2D and 3D Content Superimposed Onto a Live Image
What Is Augmented Reality (AR)?
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Digital 6th Sense
Senses local
content and services
Learns what you like
Discovers things relevant to you
Knows you and what is around you
Interacts with networks
Filters out
irrelevant
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: ©2012 Qualcomm Incorporated. All rights reserved. Qualcomm, Snapdragon, and Gobi are trademarks of Qualcomm Incorporated, registered in the United States and in other countries. Mirasol is a trademark of Qualcomm Mems Technologies, Inc., registered in the United States and in other countries. Atheros is a trademark of Qualcomm Atheros, Inc., registered in the United States and in other countries. 2Net is a trademark of Qualcomm Incorporated. Other product and brand names may be trademarks or registered trademarks of their respective owners. QUALCOMM Incorporated, 5775 Morehouse Drive, San Diego, CA 92121-1714
Thank You