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John Stefanac
President, Southeast Asia & PacificQualcomm Incorporated
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Note : 3G includes CDMA2000, WCDMA and TD-SCDMA
Source: Wireless Intelligence estimates as of Apr 19, 2010 for the quarter ending Mar 31, 2010; number of unique wireless connections.CDG and Global Mobile Suppliers Association as of April 2010
3G Countries Non 3G Countries
The mobile phone has become the biggest platform in the history of mankind
5 Billion total Subscribers>1B 3G Subscribers Today
Expected to be ~2.8B by 2014
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Regional* CDMA-Based Device Shipment EstimatesCALENDAR YEAR, MILLIONS, MIDPOINTS, AS OF JULY 21, 2010
Note: Total reported device sales is the sum of all reported sales in U.S. dollars (as reported to us by our licensees) of all licensed CDMA-based subscriber devices (including handsets, modules, modem cards and other subscriber devices) by our licensees during a particular period. The reported quarterly estimated ranges of ASPs and unit shipments are determined based on the information as reported to us by our licensees during the relevant period and our own estimates of the selling prices and unit shipments for licensees that do not provide such information. Not all licensees report sales, selling prices and/or unit shipments the same (e.g., some licensees report selling prices net of permitted deductions, such as transportation, insurance and packing costs, while other licensees report selling prices and then identify the amount of permitted deductions in their reports), and the way in which licensees report such information may change from time to time. Total reported device sales, estimated unit shipments and estimated ASPs for a particular period may include prior period activity that is reported with the activity for the particular period. For results using assumptions in effect for quarters prior to the second quarter of fiscal 2010, please refer to the “Changes to QTL Metrics” table of our April 21, 2010 earnings release that was furnished to the Securities and Exchange Commission on Form 8-K. The midpoints of the estimated ASP and device shipment ranges for the relevant periods are identified for comparison purposes only and do not indicate a higher degree of confidence in the midpoints.
297
382
476
600-650e
4
+18~28%+18~28%
500-516
WCDMA 97 173 260 295 389 est.CDMA 200 209 216 213 236 est.Total 297 382 476 508 625 est.
* Regional device shipments are Qualcomm estimates and include handsets, data devices, telematics, security devices and some quantity of channel inventory. WCDMA includes TD-SCDMA.
** WCDMA ROW includes North America.
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Chipset Innovation Driving Device Choice and Growth
$20 3G DEVICES FOR EMERGING
MARKETS
1.5GHZ MOBILE
PROCESSORS
SUPPORT FOR MULTIPLE POPULAR
OPERATING SYSTEMS
POWERCONSUMPTION
INTEGRATION MULTIMEDIA PROCESSING MULTIMODE FOOTPRINT
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Tightly Integrate Software with Hardware:Enhancing User Experience with Optimization
Longer battery life
Better performing videos
Faster web page rendering
Richer 3D graphics
New features and functionality (P2P)
Reduced non-recurring engineering
Faster time-to-market
Mapping application with the best available radio network
Developer / OEM Benefits
Consumer Benefits
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Addressing Key Features in Value TierQUALCOMM Single-Chip Solution (QSC)
QSC6085
QSC6075
QSC6065
QSC6030
QSC
QSC6020• MPEG4 decode• Integrated 1.3 MP camera• 153 kbps data• MP3/AAC/AAC+/EAAC+• ARM9
• Up to QCIF+Video /Camcorder
• Up to 3.0 MP Camera• Stereo MP3/AAC/AAC+/eAAC+• Dual band, SGPS, QLIC• Up to 3MP Camera• BREW/Java support
QSC1100• 14.4 kbps, BREW support• 32 Poly• Voice, SMS Centric• QLIC• 2X Improvement in Talk Time
Multi-Band
Secure Boot4GV
QSC1110 • 153.6kbps data• 72 Poly (CMX)• BT 2.1, SDIO• Stereo MP3/AAC/AAC+/EAAC+• 2MP camera, 15fps@QCIF camcorder• QVGA LCD
QSC6055
Dual-Band +S-GPS
Single-Band
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OMH™ InitiativeEnhancement of the CDMA ecosystem by offering a greater selection of devices, through multiple channels of distributionBenefits
Increases handset availability and varietyAllows same device to be sold into multiple operators / marketsReduces time-to-market and eliminates operator-specific testingUplifts handset tier and subscriber ARPU
Industry participation from 50+ unique operators, device OEMs (handset and SIM vendors) and distributors1st OMH device announced August 2009Eleven devices to date
3G Packet DataApplication DownloadsLocation Based ServicesMMSWAP / Browser
Operator NameSMSVoice
OMH Device + R‐UIM / SIM
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1Peak rate for 3 EV-DO carriers supported by initial implementation.2Peak rate for 3 EV-DO carriers with 64QAM in the DL. Rev. B standard supports up to 15 aggregated Rev. A carriers.
3DO Advanced peak rate for 4 Rev. B carriers; Assumes 64QAM in the DL.4Capacity increase possible with new codec (EVRC-B) and handset interference cancellation (QLIC). 54x increase with receive diversity; 3x without
1X and EV-DO Have Strong Evolution Paths
DL: 3.1 MbpsUL: 1.8 Mbps
DL: 9.3 Mbps1
UL: 5.4 MbpsDL: 14.7 Mbps2
UL: 5.4 Mbps
Broadband Up & Downloads Low Latency, QoS and VoIP
DL: 19.6 Mbps3
UL: 7.2 Mbps3
Higher network capacity and improved user experience
3x data rates to all users in cell
2010 2011 2012+Note: Estimated commercial dates
Higher capacityand data rates
4x increase compared to today’s voice capacity5
Best in class voice capacity
1.5x increase with available features4
2010 2011 2012+Note: Estimated commercial dates
H/W UpgradeMulticarrierRel. 0 Rev. ADO
AdvancedEV-DO EV-DO Rev. B
1X Advanced1XCDMA2000
Simultaneous 1X Voice and EV-DO Data
Created 04/06/10