qct overview
TRANSCRIPT
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qctconnect.com
QCT Overview
USTTI Course: IMT (3G/4G) Mobile Broadband and Mobile TV
May 2011
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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
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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
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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
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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
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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
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Why We Are Winning
EXECUTION
ECOSYSTEM PARTNERSHIPS
TECHNOLOGY SUPERIORITY
INTEGRATION
SCALEROADMAP
BREADTH & DEPTH
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Why We Are Winning
EXECUTION
ECOSYSTEM PARTNERSHIPS
TECHNOLOGY SUPERIORITY
INTEGRATION
SCALEROADMAP
BREADTH & DEPTH
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Much More Than a Phone
GPSMultimediaWWAN GPUCPU
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Focus on Integration
GPSMultimediaWWAN GPUCPU GPSMultimediaWWAN GPUCPU
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RF
Modem
Software
GPU
CPU
Multimedia
Memory
Connectivity
DSP
GPS
Power Management
Key Technology Capabilities/Investments
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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
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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.
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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
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Why We Are Winning
EXECUTION
ECOSYSTEM PARTNERSHIPS
INTEGRATION TECHNOLOGY SUPERIORITY
SCALEROADMAP
BREADTH & DEPTH
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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
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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.
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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.
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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.
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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
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Why We Are Winning
EXECUTION
ECOSYSTEM PARTNERSHIPS
INTEGRATION TECHNOLOGY SUPERIORITY
SCALEROADMAP
BREADTH & DEPTH
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Roadmap Leadership: Breadth & DepthPLATFORMS COVERING SEGMENTS AND DEVICE CATEGORIES
Data ModemsSingle Chip Solutions
ENTRYIntegrated
Standard ARM 7k Series
MIDSnapdragon
HIGH
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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
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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
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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
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Why We Are Winning
EXECUTION
ECOSYSTEM PARTNERSHIPS
INTEGRATION TECHNOLOGY SUPERIORITY
SCALEROADMAP
BREADTH & DEPTH
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Unparalleled Scale
TECHNOLOGY ASSETS
PRODUCTS LAUNCHED
OEMs SUPPORTED
HLOS PARTNERS>745 Devices Launched in
Fiscal 2010
Technology and IP in house
Broad Coverage SCALE
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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
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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
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LOOKING AHEAD
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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
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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
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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)
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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+
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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
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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
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Thank you!
To learn more about our products visit www.qualcomm.com/qct