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qctconnect.com QCT Overview USTTI Course: IMT (3G/4G) Mobile Broadband and Mobile TV May 2011

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Page 1: QCT Overview

PAGE 1

qctconnect.com

QCT Overview

USTTI Course: IMT (3G/4G) Mobile Broadband and Mobile TV

May 2011

Page 2: QCT Overview

PAGE 2

1985Qualcommfounded

ASIC development for CDMA begins

1990 1999QCTest.

2007Gobi globalinternet &GPS fornotebooks

1989CDMA introduced

1995First commercialCDMA networklaunched

2006First HSUPA solution

2009Snapdragondevicescommerciallyavailable

2005QCT samples 1st dual core chipsets

1st

multimode,multiband 1x handset

1st WCDMA multimode chipset

2002QCT announces1st WCDMAchipset

A Heritage of Innovation

Page 3: QCT Overview

PAGE 3

1985Qualcommfounded

ASIC development for CDMA begins

1990 1999QCTest.

2007Gobi globalinternet &GPS fornotebooks

1989CDMA introduced

1995First commercialCDMA networklaunched

2006First HSUPA solution

2009Snapdragondevicescommerciallyavailable

2005QCT samples 1st dual core chipsets

1st

multimode,multiband 1x handset

1st WCDMA multimode chipset

2002QCT announces1st WCDMAchipset

Source: Wireless Intelligence, GSMA and CDG, November 2009

Meeting the Demands of 3G Growth

Page 4: QCT Overview

PAGE 4

20031B

20052B

20063B

20084B

20095B

200M 885M

20106B

Source: Wireless Intelligence, GSMA and CDG, November 2009

Meeting the Demands of 3G GrowthWorld’s Leading Supplier

Page 5: QCT Overview

PAGE 5

World’s Leading Supplier

Source: Intelligence estimates as of Apr 19, 2010 for the quarter ending Mar 31, 2010; *number of unique wireless connectionsNote : 3G includes CDMA2000, WCDMA and TD-SCDMA

Meeting the Demands of 3G Growth

Page 6: QCT Overview

6

FY'03 FY'04 FY'05 FY'06 FY'07 FY'08 FY'09 FY'10

Cumulative ASICsCumulative MSMs

Record 2010 ShipmentsCOMPOUND ANNUAL GROWTH RATE >30%

Fiscal 2010 KEY MILESTONES~400M MSMs SHIPPED | >745 DEVICE LAUNCHES

Page 7: QCT Overview

7

Why We Are Winning

EXECUTION

ECOSYSTEM PARTNERSHIPS

TECHNOLOGY SUPERIORITY

INTEGRATION

SCALEROADMAP

BREADTH & DEPTH

Page 8: QCT Overview

8

Why We Are Winning

EXECUTION

ECOSYSTEM PARTNERSHIPS

TECHNOLOGY SUPERIORITY

INTEGRATION

SCALEROADMAP

BREADTH & DEPTH

Page 9: QCT Overview

PAGE 9

Much More Than a Phone

GPSMultimediaWWAN GPUCPU

Page 10: QCT Overview

PAGE 10

Focus on Integration

GPSMultimediaWWAN GPUCPU GPSMultimediaWWAN GPUCPU

Page 11: QCT Overview

11

RF

Modem

Software

GPU

CPU

Multimedia

Memory

Connectivity

DSP

GPS

Power Management

Key Technology Capabilities/Investments

Page 12: QCT Overview

12

Integration: Required For Systems Business

QUALCOMM DESIGNS, INTEGRATESAND DELIVERS ALL THE PIECES

MULTIMEDIA

GPU

GPS

DSP

CPU

MODEM

POWER MGMT

RF

CONNECTIVITY

MEMORY

SOFTWARE/HLOS

Page 13: QCT Overview

13

We Deliver Full Benefits of Integration

SMALLER FOOTPRINT

LOWER CHIP COSTS

POWER EFFICIENT

LOWER SYSTEM COSTS

LESS ENGINEERING,FASTER TIME TO MARKET

~10-20% savings

Up to 35% better

10-20% smaller

>745 devices launched in Fiscal 2010

~$3-$6 BOM savings

Source: Qualcomm estimates.

Page 14: QCT Overview

PAGE 14

MSM 6xxx Phone MSM 7xxx Phone

Baseband Power Mgmt.

Memory

RF

3rd Party Application Processor

Memory

Power Mgmt.

RF

Baseband & Integrated Application Processor

Source: Portelligent

Samsung SGH-i617 “Blackjack II”

HTC G1

Simplifying Phone Design

Page 15: QCT Overview

15

Why We Are Winning

EXECUTION

ECOSYSTEM PARTNERSHIPS

INTEGRATION TECHNOLOGY SUPERIORITY

SCALEROADMAP

BREADTH & DEPTH

Page 16: QCT Overview

16

The Snapdragon CPU AdvantageREAL WORLD MEASUREMENTS - COMMERCIAL PHONES

Snapdragon hassuperior CPUmicro-architecture. Competitors “push”to achieve performance.

Snapdragon

Competitor

CompetitorProcess Push

Source: Measurements made using Dhrystone on commercially available devices. Process “push” is a Qualcomm estimate based on modeling.

0

100

200

300

400

500

600

700

800

900

1000

1100

1200

1300

0 200 600 1000 1400 1800Power (mW)

Freq

uenc

y (M

Hz)

Dhrystone Power Comparison

400 800 1200 1600

50%Higher PowerRuns Hotter

75%Higher Power

Page 17: QCT Overview

17

Superior Processor: Compute AdvantageBETTER PERFORMANCE IN LEADING REAL WORLD PHONES

9

13

26

Competitor 1

Competitor 2

Snapdragon

Linpack (MFLOPS – Higher is Better)

2598

1531

882

Competitor 1

Competitor 2

Snapdragon

BenchmarkPi (Milliseconds – Lower is Better)

882

1463

1800

Competitor 1

Competitor 2

Snapdragon

Quadrant (Total Score – Higher is Better)

Source: testing of leading commercially available devices using readily available benchmarks. All devices running their OEMs latest published version of Android as of 11/1/2010.

Page 18: QCT Overview

18

Superior GPU: Graphics AdvantageBETTER PERFORMANCE IN LEADING REAL WORLD PHONES

Gaming (OpenGL ES 2.0 game, frames per second – Higher is Better)

Competitor 1

Competitor 2

Snapdragon

Competitor 1

Competitor 2

Snapdragon

Neocore (OpenGL ES1.1 benchmark – Higher is Better)

Source: testing of leading commercially available devices using readily available benchmarks. All devices running their OEMs latest published version of Android as of 11/1/2010.

Page 19: QCT Overview

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Superiority From IntegrationSYSTEMS APPROACH ENHANCES PERFORMANCE

Superior Processor Performance (Quadrant)

Snapdragon1GHz

Snapdragon800MHz

Competitor 11GHz

Competitor 21GHz

Snapdragon 800MHz Outperforms Competing 1GHz Products

Source: testing of leading commercially available devices using readily available benchmarks. All devices running their OEMs latest published version of Android as of 11/1/2010.

Page 20: QCT Overview

PAGE 20

Modem Leadership

DO Advanced

LTE Advanced

LTERel-10Rel-8

Rel-9Rel-7 Rel-8

HSPA Rel-5 Rel-6

WCDMARel-99

HSPA+Rel-10 & Beyond

HSPA+

Multicarrier H/W upgrade

EV-DO

Rev. ARel. 0

EV-DO Rev. B DO Advanced

CDMA20001X

1X AdvancedSimultaneous 1X Voice and EV-DO Data

Page 21: QCT Overview

21

Why We Are Winning

EXECUTION

ECOSYSTEM PARTNERSHIPS

INTEGRATION TECHNOLOGY SUPERIORITY

SCALEROADMAP

BREADTH & DEPTH

Page 22: QCT Overview

22

Roadmap Leadership: Breadth & DepthPLATFORMS COVERING SEGMENTS AND DEVICE CATEGORIES

Data ModemsSingle Chip Solutions

ENTRYIntegrated

Standard ARM 7k Series

MIDSnapdragon

HIGH

Page 23: QCT Overview

23

Roadmap Breadth is RequiredSMARTPHONE GROWTH IN LOWER TIERS WITH NEW REQUIREMENTS

INTEGRATION IS KEY

LOW & MID HIGH~ 9X Shipment Growth

(2009–2014)*~ 3X Shipment Growth

(2009–2014)*

*Note: Growth for Smartphone tiers is based on Gartner data. Low/Mid Tier is equivalent to Gartner’s Low-cost+ Basic communication + Prem. Comm. (upto$300) Open OS devices; High Tier is equivalent to Gartner’s Premium Comm. Open OS devices above $300. Source: Gartner Inc. Forecast: Mobile Devices forecast update, 3Q10 Update, Carolina Milanesi et al, September 15, 2010

Page 24: QCT Overview

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Modem Leadership: Breadth & DepthHSPA+

LAUNCHES

Source: HSPA+: GSA 10/29/2010, Rev A: CDG 10/11/2010, Rev B: KDDI 10/18/2010, LTE: GSA 10/26/2010

NETWORK COMMITMENTS

MULTI-CARRIER

REV A.

COMMERCIAL NETWORKS

REV B.

KDDI ANNOUNCED,

MULTI-CARRIER EVDO DEVICES

GROWTH YoY

FEB 2009HSPA+ 21Mbps

LTE

LAUNCHES

NETWORK COMMITMENTS

LTE TDD TRIALS/DEMOS

AUG 2010DC-HSPA+ 42Mbps

NOV 20104G LTE

MDM8200

MDM8220

MDM9x00

Page 25: QCT Overview

25

Chipset Roadmap – Breadth & Depth2011-12

QSC60xx

1x

MSM68xxDOrA

MSM62xxHSPA

QSC62xx

HSDPA

QSC60x5

1x/DOrA

QSC11x0

1x

QSC61x5

DOrB/1xAdv

QSC6295HSPA+

QSC6695

DOrB/1xAdvHSPA+

MSM7x30

DOrB/1xAdvHSPA+

Segment

MDM8200

HSPA+

MDM6600DOrB

HSPA+ MDM8220

DC-HSPA+

MDM9600LTE

DOrBDC-HSPA+

QSD8x50ADOrBHSPA

MSM7x27DOrAHSPA

MDM6200

HSPA+

MSM8x55

DOrB/1xAdvHSPA+

MSM7x25DOrAHSPA

Nothing in these materials is an offer to sell any of the components referenced herein. Certain components for use in the U.S. are available only through licensed suppliers. Some components are not available for use in the U.S.

MDM8200AHSPA+

MDM6270

HSDPA

MDM6085DOrA

MSM8x60

DOrB/1xAdvHSPA+

*Gobi API compliant

QSC6xxx

MSM7xxx

2G Migration to 3G

PremiumSmartphones& Computing

Mass MarketSmartphones

FeaturePhones

Modem &Data Cards

MDM8215

DC-HSPA+

MDM9615

LTE DOrBDC-HSPA+TD-SCDMA

MDM8225

DC-HSPA+

MDM9625

LTE DOrBDC-HSPA+TD-SCDMA

MDM9200LTE

DC-HSPA+

MDM9225LTE

DC-HSPA+

QSD8x50DOrBHSPA MSM

8270DC-HSPA+

APQ8064

MSM8960LTE

DOrB/1xAdvDC-HSPA+TD-SCDMA

MSM8x30LTE

DOrB/1xAdvDC-HSPA+TD-SCDMA

New Snapdragon Family

Focus On Cost

Optimization

Page 26: QCT Overview

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Why We Are Winning

EXECUTION

ECOSYSTEM PARTNERSHIPS

INTEGRATION TECHNOLOGY SUPERIORITY

SCALEROADMAP

BREADTH & DEPTH

Page 27: QCT Overview

27

Unparalleled Scale

TECHNOLOGY ASSETS

PRODUCTS LAUNCHED

OEMs SUPPORTED

HLOS PARTNERS>745 Devices Launched in

Fiscal 2010

Technology and IP in house

Broad Coverage SCALE

Page 28: QCT Overview

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Consistent Strategy For GrowthSIGNIFICANT YEAR-OVER-YEAR PROGRESS

3G Into New Markets

Smartphone Expansion Into New Segments

3G Migration Into Mass Markets

Page 29: QCT Overview

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Smartphone Becoming theLargest Platform For Developers

-

200

400

600

800

1,000

1,200

1,400

2010 2014

Game Consoles Consumer PCs Smartphones

226% Growth

ECOSYSTEM MOMENTUM SHIFTING TO SMARTPHONE

8 of Top 10 Downloaded AppsAre Games

Smartphones: Gartner, Inc. Forecast: Mobile Devices forecast update, 3Q10, Update, Carolina Milanesi et al, September 15, 2010 and Consumer PCs: Forecast: PCs, All Countries (Annual Data), 3Q10 Update, Ranjit Atwal et al September 2010. Application download; Distimo September 2010.

Millions

Page 30: QCT Overview

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LOOKING AHEAD

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31

Looking Ahead:Expanded High Level OS CoverageGROWING AS THE MARKET EXPANDS

Source: Gartner Inc. Forecast: Mobile Devices forecast update, 3Q10 Update, Carolina Milanesi et al, September 15, 2010

2011-2014

SMARTPHONES FORECAST TO BE SHIPPED

Page 32: QCT Overview

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Looking Ahead: 3G Transition Opens Up New Opportunities for QCTNEW CDMA SUBSCRIPTIONS 2009-2014

SmartphoneExpansion

Strong OEM & Channel Partners

Chipsets forAll Segments

Source: Wireless Intelligence (Nov’10)

LATIN AMERICA255M

MENA & SSA327M

E. EUROPE197M

CHINA421M

SEA304M

INDIA175M

Page 33: QCT Overview

33

3G MARKET GROWTH DRIVERS

0

200

400

600

800

1,000

1,200

2008 2009 2010E 2011E 2012E 2013E 2014E

Migration From 2G to 3G Continues to Accelerate

3G

GSM

Note: * 3G includes CDMAA2000, WCDMA and TD-SCDMA Sources: Average of ABI Research (Jun 10), Informa (1Q2010) and Yankee (Jul 10)

*Shipments refer to sell-through numbers from Informa Telecoms & Media and Yankee and sell-in from ABI Research.

>70%3G Handset Shipments

Emerging Markets China, India GSM to WCDMA transition

Developed Markets Smartphones, data-centric devices Tiering of smartphones

3G Handset Shipments* (Millions)

Page 34: QCT Overview

34

Looking Ahead:Continued Mobile Leadership

20062008

2010 2011/13

NEXT GENERATION

SNAPDRAGON

Raising the bar again…

PowerPerformance

28nm

FIRST INTEGRATEDAP + MODEM

FIRST1GHZ CPU

FIRST ASYNCHRONOUS

DUAL CORE, DC-HSPA, MULTI-MODE LTE

ANOTHER FIRST2009FIRSTHSPA+

Page 35: QCT Overview

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World’s First Multimode 3G / 4G Integrated ChipsetMSM8960

INTEGRATED CONNECTIVITYWLAN, GPS, Bluetooth, FM

CPU UPGRADE New micro-architecture~5x performance,~75% lower power

MULTI MODE MODEMIntegrated LTE Multi-ModeAll 3G modes supported

GRAPHICSUPGRADE ~4x performance

FIRST CHIP OF THE NEW SNAPDRAGON FAMILY

MSM8960

LTE / TD LTEMultimode 3G

Dual Core

Page 36: QCT Overview

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Looking Ahead in Summary Continued focus on industry leadership

– Integration, dual-core, multi-mode modems, LTE– Broad and deep roadmap

Smartphone momentum: expanding into mass market, lower price points

Emerging market growth Cost optimization

– Sampling 28nm in 2011

Page 37: QCT Overview

PAGE 37

Thank you!

To learn more about our products visit www.qualcomm.com/qct