mobile: the future of computing - india … the future of computing avneesh agrawal president,...

Mobile: The Future of ComputingAvneesh AgrawalPresident, Qualcomm India & South Asia& Sr. Vice President, Qualcomm Inc.

© 2011 QUALCOMM Incorporated. All rights reserved. 2

>1B>1B>5 BILLION WIRELESS SUBSCRIBERS WORLDWIDE

3G SUBSCRIPTIONSNOW

~3.2B~3.2B3G SUBSCRIPTIONS

BY 2015

Source: Wireless Intelligence estimates as of Jul’11 for the quarter ending June 30, 2011

Mobile: The Biggest Platform in the History of Mankind


Mobile Broadband: Huge Opportunity Still Exists

0.23 9.6045.96

109.65

209.52

352.96

0.00

50.00

100.00

150.00

200.00

250.00

300.00

350.00

400.00

2010 2011 2012 2013 2014 2015

Global LTE Connections (Mn)

0.57 0.72 0.941.23

1.612.01

2.452.94

3.94

0.000.501.001.502.002.503.003.504.004.50

2007 2008 2009 2010 2011 2012 2013 2014 2015

Global 3G Connections (Bn)

Source: Wireless Intelligence, Feb ’12Includes CDMA 200 1x, EV-DO , WCDMA & HSPA


Mobile: A Vibrant, Unprecedented Opportunity

5.9B MOBILE CONNECTIONS #1 MOST USED DEVICE

Estimated ANNUAL REVENUE (2011)

More Than A Phone

© 2011 QUALCOMM Incorporated. All rights reserved. 6Source: Average of Gartner, IDC and Strategy Analytics (September 2011).

SMARTPHONES AS A % OF HANDSET SHIPMENTS

20%

29%

37%

42%

47%50%

2010 2011 2012 2013 2014 2015

Continuing Smartphone Growth


Smartphone is becoming a full blown Computing Device

GHz/+ processing

GHz/+ processing

Dual/Multi-core

processors

Dual/Multi-core

processors

Modular Computing

Modular Computing

Integrated Wi-Fi

Integrated Wi-FiFaster GPUFaster GPU

256/512MB to 1GB RAM

256/512MB to 1GB RAM

16 to 32GB Memory

16 to 32GB Memory


Increasing CE Functionalities Getting Embedded into Smartphones

High resolution cameras

(5 to 8MP)

Dual LED Flash

Zero Shutter Lag

Gaming

GPS

Music Player

3D Displays

HDMI O/p

HD Video (720p to1080p, 30 to

60 fps)

Larger screen sizes


Multimedia

GPU

GPS

Sensors (Accelerometer, Gyro,

Biometrics)

CPU

Modem (Multi-mode with C2K, EV-DO, UMTS, GSM and LTE)

Power Mgmt

RF (globally, support for over 40 RF bands needed)

Connectivity (Wifi, Bluetooth)

Memory

Software/HLOS

What is enabling this transformation –Silicon Integration

Smaller Form Factor Longer Battery Life Lower Overall Costs Increase in performance


Increasing Smartphone Compute Power

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

1996 1998 2000 2002 2004 2006 2008 2010 2012 2014

DMIPS

3.3 DMIPS/MHz x2.5GHz x 4 Cores

The Power of a laptop in your hand


The First Natural Wave of GrowthMOBILE COMPUTING TAKING THE IMPACT OF THE WEB TO THE NEXT LEVEL

1.3TMEDIA/ ENTERTAINMENTADVERTISING

COMPUTING

RETAIL


HEALTH CAREENERGY

AUTOBANKING/FINANCE

Another Wave of Growth ComingRESHAPING INDUSTRIES

1.3TMEDIA/ ENTERTAINMENTADVERTISING

COMPUTING

RETAIL


Mobile Is the New Architectural ApproachMobile Experience Becoming the Expectation in Other Device Categories

Milli

ons

-

500

1,000

1,500

2,000

2,500

2010 2015Smartphone PC Tablet Connected TV Connected Gaming

Mobile Scale

Driving Developer

and Ecosystem Momentum

~4x

Always On . Always Connected . All-Day Battery Life


Mobile Processors Are Powering The Full Windows Experience

THE ONLY PROCESSOR THAT POWERS WINDOWS PHONE…

…AND SPANS TO POWER WINDOWS 8


The Evolving Computing Opportunity

Source: Laptops—Average of Gartner (June 2011), ABI (March 2011), IDC (May 2011), iSuppli (July 2011).Source: Tablets—ABI (September 2011), Strategy Analytics (July 2011), Gartner (September 2011), Informa (June 2011).

LAPTOPS AND TABLETS ESTIMATED TO BE SOLD IN 2015


The Smart Platform OpportunityLeveraging the smartphone technology revolution into other devices

Emerging Regions:Mobile is the Only Way


Bridging the Digital Divide in Emerging Regions

PC INSTALLED BASE

FIXED INTERNET PENETRATION

Source: Gartner (March 2011), Wireless Intelligence (October 2011), WBIS+ (September 2011).

MOBILE PENETRATION


Emerging Regions to Drive Next Wave of GrowthFASTEST IN EMERGING REGIONS

Developed Regions

UNITS

UNITS

Emerging Regions

Developed Regions

EMERGING REGIONS PROJECTED TO BE 50%+ OF SMARTPHONE SHIPMENTS IN 2015

Source: Gartner (October 2011), regions defined by Qualcomm.

2010

2015


India

Source: 3G includes EVDO + HSPA. Wireless Intelligence (Feb 2012).

EXPANDING 3G COVERAGE

AFFORDABLE SMARTPHONES

LOW-COST DATA PLANS

3G HSPA & EV-DO Connections

2010 2015

11M

283M


The Rise of Mobile Broadband in India

Source: Wireless Intelligence, TRAI, The Mobile Indian, Facebook & Cybermedia Research

Mobile Broadband Connections Exceeded Fixed This Quarter

Active Facebook Users

Fixed Broadband Users

3G HSPA UsersFacebook Mobile Users

Laptops Sold in 2011

SmartphonesSold in 2011


India Handset Market: Explosive Growth for 3G

144 152 167

185 187 182

7 13 31

51

82

112

4 7 16

020406080

100120140160180200

2010 2011 2012 2013 2014 2015

2G

3G (WCDMA+HSPA)

LTE

2 611

21

35

55

79

0102030405060708090

2009 2010 2011 2012 2013 2014 2015

Smartphone Volume (Mn)

Smartphone Volume (Mn)

Source: IDC, Q3 2011


A Smartphone for Every Budget

Micromax A60Snapdragon S13G HSPAINR 6500

MTS mTag 3.1Snapdragon S1 EV-DO Rev AINR 5000

LG Optimus MESnapdragon S1 3G HSPAINR 8500

Nokia Lumia 710Snapdragon S2 3G HSPAINR 15,999

Sony Ericsson Xperia RaySnapdragon S23G HSPAINR 18,995

HTC EVO 3DSnapdragon S33G HSPAINR 35,999

For Mass Market Smartphones

For High Performance Smartphones and Tablets

Next-Generation Devices(Dual & Quad core)

For Multi-Tasking and Advanced Gaming(Dual Core)


Strong ecosystem – Opportunity to build complete solutions

EMS

ISV Ecosyst

em

SI - Large Engineering Talent- Increasing value of software customization

Indian OEMs

Global Aspirations.- Increasing demand for localization.- Global Aspirations.

EmergingIndian

Web Co- Increasing Web presence - Mobile adoption driving further growth

Global OEMs-Increasing demand for localization

- Growth of local manufacturing.

Large Domestic Market . Strong Engineering Expertise . Need For Localization

IDH

- Large Engineering talent- Increasing hardware design capabilities.

Thank You

mobile: the future of computing - india … the future of computing avneesh agrawal president,...

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