Greater China Market Update April 24, 2012
Xiang Wang SVP & Pres, QC Greater China April 2012 China Snapshot
IMF forecast China economic growth for 2012 is 8.25% China has three mobile telecom carriers, China Telecom (CT), China Unicom (CU) and China Mobile (CMCC) with total subscribers of 1.02 billions by Q1 2012. Qualcomm started business in China since end of 90s, with 4 offices located in Beijing, Shanghai, Shenzhen and Xi’an. China continues to be Qualcomm’s #1 revenue contributor in fiscal 2011.
80+ Chinese partners Over 15x Smartphone Unit Sales Growth in 2011 #1 Supplier for 3G Modems and APs And more… Source: MIIT, IMF, Qualcomm data, Gartner, iSupply, Strategy Analytics 2 China Subscriber Milestone: 1 Billion+ by end of Q1 2012
1200 75.5% (in Mil.) 72.4%
62.8% 1000 Total sub: 1,018.8M 152 128 54.4% 800 47 90 99 EVDO+WCDMA+TD-SCDMA* 46.9% 78 12 41.4% 56 CDMA 1X 600 34.9% 28 30.1% GSM 25.8% 20.8% 400 768 717 758 16.0% 667 591 Mobile Penetration 200
0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Q1 2012
Source: MIIT, company data * China Telecom data is calculated by MIIT and the other two operators’ published data 3 Global Smartphone Focus Shifting To China
Smartphone shipment by region 250 In million units 234
China 215
N.America 200 192 W. Europe 168 Japan 137 150 Asia (excl. CN, JP, IDA)
E.Europe
100 LATAM MEA
India 50
0 2008 2009 2010 2011 2012F 2013F 2014F 2015F 2016F
Source: IDC Support China Telecom’s Eco-system & Device Variety
HUAWEI Samsung HUAWEI Samsung C8650 SCH-i509 C8650+ ZTE-C N760 SCH-E329i
Coolpad Lenovo ZTE-C N880S Coolpad 5820 Coolpad 5855 5860 A390e
Top ten hot sell EVDO phones as of Feb., most are by Chinese Qualcomm and CT jointly host major industry events to OEMs. encourage more OEMs to make EVDO smartphones.
Source: Sino MR 5 Key Partner in CU’s 1,000yuan Smartphone Promotion
China Unicom RMB1,000 smartphone strategy grand launch. Five out of the eight use Qualcomm Snapdragon S1 processors. 5
Phillips Hisence CoolPad HuaweiU ZTE 8 W635 SH-U8 7260 8818 V889D Supports CMCC’ Network Evolution
Support MIIT/CMCC TD-LTE large scale trials Ph2 & CMCC pre-commercial trail
Qualcomm CEO Dr. Paul Jacobs speaks in GTI (Global TD- LTE Initiative) Summit to support CMCC as leading technology and chipset company. 7 Build Strategic Partnership with #1 Retailer in China
Qualcomm and Gome announced strategic partnership on Snapdragon smartphone promotion on Apr. 9th. Gome signed 12 million units of Snapdragon-enabled smartphone procurement contracts with handset vendors.
8 Qualcomm Invests in Snapdragon Brand
Snapdragon has got a Chinese name – 骁龙
9 Snapdragon Enables Customer to Expand Device Portfolio
Xiaomi Mi-ONE Lenovo K91 Huawei MediaPad
10 QRD Helps Customer To Enhance Product Go-To-Market
QRD Shanghai Design Center was established in FEB 2010 Team beginning fourth-generation QRD devices Collaboration and sharing amongst multiple Qualcomm design centers (ie. San Diego, Hyderabad, Bangalore, etc.) Extensive team with industry leading OEM experience
11 For more information on Qualcomm, visit us at: www.qualcomm.com www.qualcomm.com/blog
©2012 Qualcomm Incorporated. All rights reserved. Qualcomm is registered trademark of Qualcomm Incorporated. All the trademarks or brands in this document are registered by their respective owner.
QUALCOMM Incorporated, 5775 Morehouse Drive, San Diego, CA 92121-1714 India Update
Avneesh Agrawal SVP & Pres, QC India & S. Asia April 2012 India: Huge Opportunity for Mobile Broadband & Computing
1.2 Billion population 665M active mobile subscribers 3rd largest internet market with 120M subscribers 184Mu mobile handsets shipped in 2011 Smartphone volumes nearly doubling every year Low PC penetration: 4% Low fixed broadband penetration: 1.1%
Source: World Bank, CIA World Fact Book, TRAI, IDC, MAIT 14 India: Co-existence of 3G HSPA, EV-DO & LTE
3G HSPA EV-DO LTE . All 3G operators have . Rev B launched by MTS and . Commercial LTE TDD launched HSPA networks Tata network launched by Airtel . Networks now available in . Rev-A in 800 towns with multi-mode dongle 333+ cities across India based on MDM 9x00
Source: Public statements by operators, Wireless Intelligence Dec ‘11 15 Active Subscriber Market Share: 2011
BSNL CONNECT MTNL 3.40% 0.83% 0.13%
TATA 4.50% RELIANCE 10.53% MTS 11.01% BSNL AIRTEL VODAFONE MTNL 21% 27.19% 16% 1%
VODAFONE RELIANCE AIRCEL 21.58% TATA 16% AIRCEL 54.69% 29.93% 5.82% AIRTEL 22% BSNL 8.43% VIDEOCON 0.42% TATA IDEA IDEA STEL 4% 13% 0.18% 17.01% MTNL ETISALAT 0.33% 0.07% UNINOR LOOP RELIANCE 3.71% 0.22% 7%
GSM + 3G HSPA CDMA + EVDO 3G HSPA Operator Subs (Mn) Operator Subs (Mn) Operator Subs (Mn) AIRTEL 158.12 RELIANCE 35.70 AIRTEL 9.2 VODAFONE 125.46 TATA 19.53 BSNL 5.5 IDEA 98.91 MTS 7.18 AIRCEL 2.2 RELIANCE 61.25 BSNL 2.22 VODAFONE 4.5 BSNL 49 CONNECT 0.54 IDEA 2.3 AIRCEL 33.84 MTNL 0.08 RELIANCE 3.9 TATA 26.16 TATA 1.3 UNINOR 21.56 MTNL 0.96 VIDEOCON 2.44 MTNL 1.91 LOOP 1.29 STEL 1.06 ETISALAT 0.42 Total 65.27 Total 29.9 Total 581.48
Source: Active Subscriber Base; Public statements, TRAI. 3G stats from Wireless Intelligence 16 India Handset Market Trends
200 185 187 182 180 167 152 160 144 140 120 112 GSM 100 82 3G HSPA 80 LTE 60 51 40 31 13 16 20 7 4 7 0 2010 2011 2012 2013 2014 2015
Smartphone Volume (Mn)
90 79 80 70 60 55 50 40 35 30 21 20 11 Smartphone 6 10 2 Volume (Mn) 0 2009 2010 2011 2012 2013 2014 2015
Source: IDC, Q3 2011 17 The Rise of Mobile Broadband in India
120M 46M 40M 13.3M 29.9M 4.4M 11M 10M Internet Users Facebook Mobile Internet Fixed 3G HSPA Laptops Shipped Smartphones Users transact Users Users Broadband Subscribers Subscribers in 2011 Shipped in 2011 online
Source: Wireless Intelligence, TRAI, The Mobile Indian, Press Reports, Facebook & Cybermedia Research Mobile: The Only Way to Drive Computing & Broadband
12 11 11 Desktop PCs 10 10
8 Laptops 7 6 7 6 6 Total PC 5 4 4 4 Units(M) Smartphones 2 2 2 0 2009 2010 2011
35 29.98 30 25 22.22 3G HSPA 20 14.7 15 11.9 12.4 12.8 13.3 9 Wired 10 7.7 Broadband 4.5
Subscribers(M) 5 0 Dec '10 Mar '11 Jun '11 Sep '11 Dec '11
Source: IDC, MAIT, Wireless Intelligence 19 Smartphone: The First Computer For Many Indians Also the First Camera, MP3 Player, Gaming Device…
Cost and Complexity of use: Scale and Intuitive UI: Conventional PCs Mobile Devices
Vodafone Smart LG Optimus ME Nokia Lumia 710 Samsung Omnia W Sony Xperia Ray HTC EVO 3D Snapdragon S1 Snapdragon S1 Snapdragon S2 Snapdragon S2 Snapdragon S2 Snapdragon S3 US$ 100 US$ 170 US$ 320 US$ 400 US$ 380 US$ 720
Source: Company announcements, Press Reports; Exchange rate used 1 US$ = 50 INR 20 Affordable 3G Smartphones : A Huge Opportunity
Handset Market (2011) 15Mu 184Mu 100% 2% 2% 7% 90% 23%
80% 66Mu
36% 70% 17%
60%
50% 30% 40%
30% 54%
20% 28% 4Mu 10%
0% 2% 3G HSPA Overall
US$ <$50 $50-$100 $100-$200 $200-$300 >$300 Source: IDC CY2011
21 Broadband Computing is Transformative
PHYSICAL DIGITAL
ROADS BROADBAND HIGHWAY
HOSPITALS M-Health
SCHOOLS M-Education
BANKS M-COMMERCE
GOVERNANCE M-GOVERNANCE
22 Opportunities for 3G in Education Shortage of 400,000 teachers driving the need for technology intervention Only 15% of 18-24yrs olds in college in India Strong government push to provide broadband connectivity to villages, and tablets to students Companies enabling digital classrooms and content
Total number of schools: ~1M
Students Enrolled: ~200M
Large Opportunity for Mass Market 3G Smartphones & Tablets in Industry Verticals
Education Health Retail Media & Entertainment
23
India Ecosystem: Driving Affordability And Local Needs
Large Domestic Market Global Aspirations
Vibrant Software Ecosystem Large Engineering Talent Increasing Internet Population Rise of Mobile Broadband
QRD
24 Drive Computing & Connectivity for a Billion Indians
Affordable Smartphones and Tablets
Enabling LTE Multi-mode
Develop India Ecosystem
Opportunities in Industry Verticals: Education, Healthcare, eCommerce
25 Thank you
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: 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 Japan Update Subtitle Placeholder
Takayuki Nozaki Sr Dir, Business Development April 2012 More Than a Decade of Partnership in Japan 3G/LTE Subscribers : 127.9 Million (100.2% Penetration)
140,000
120,000 eAccess WCDMA SoftBank Mobile WCDMA 100,000 KDDI CDMA2000
NTT DOCOMO WCDMA 80,000 NTT DOCOMO LTE WCP AXGP (TDD-LTE)
Unit : 1,000 : Unit 60,000
40,000
20,000
0 Oct/01 Jul/02 Apr/03 Jan/04 Oct/04 Jul/05 Apr/06 Jan/07 Oct/07 Jul/08 Apr/09 Jan/10 Oct/10 Jul/11
Source: TCA (Telecommunications Carriers Association) 28 Smartphone is Rapidly Increasing Smartphone Sales in FY2010 and FY2011
FY2010 FY2011 Projection (Apr. 2010 – Mar. 2011) (Apr. 2011 – Mar. 2012)
c c 2.52 Million Units 8.50 Million Units
c c 1.09 Million Units 5.55 Million Units
Source: Company earnings release 29 Diverse Smart Connected Devices In Addition to Rapid Increase of Smartphone, Diverse Data Devices are Increasing
Digital Photo Frame Car Navigation Home Security
Remote Camera Entertainment Bicycle Navigation
30 Data is the Source of Revenues in Japan October-December 2011 Monthly ARPU
Data Voice
5,000 55% 56% 59% 4,000 2,690
2,510
3,000 2,530 JPY
2,000
1,000 2,190 1,960 1,700
0 NTT DOCOMO KDDI SoftBank
Source: Company earnings release 31 Qualcomm drives Japanese Smartphone Market Number of Smartphones Announced in 2011: 75
19 Qualcomm Other 56
Source: Qualcomm data 32 Qualcomm Enables Wireless Network Evolution LTE Launch Enabled by Gobi Modem Solution
Dec. ‘10 Feb. ‘12 Mar. ‘12
33 Qualcomm Leads LTE Smart Connected Devices
34 Qualcomm Continues to Lead Innovation Qualcomm Will Continue to Lead Smart Device Innovation in Japan with Partners
Devices Wireless Non-Handset Networks Devices . Tablet . Smartphone . LTE . Consumer Electronic . LTE Advanced . M2M
35 Thank you
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: 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 KOREA Market Update
Te-Won Lee VP, Qualcomm Korea April 2012 Korea Factsheet Korea is one of the most advanced telecom markets in the world
Population: 48,860,500 (July 2012 est.)* Mobile Penetration: 107.2% (Q4’11)** - 100% mobile users on 3G/4G Broadband penetration: 102.9% of HH † (Feb’12)*** - from xDSL & cable modem to FTTH †† Fixed line telephone pen.: 106.7% of HH (Feb’12)*** Leading OEMs : Samsung, LGE and Pantech First to commercialize in the world: - CDMA 95A/B - CDMA 1X - EVDO (Rev.0) - HSDPA (handset) - BREW Leading global test bed: Tech: Mobile WiMAX, S-DMB, T-DMB Services: M–commerce, M-SNS, etc.
† HH: Household, † † FTTH: Fiber To The Home
(Source: *www.cia.gov (April 16, 2012), **KT monthly Factsheet (March 2012), ***Monthly subscriber data from KCC (www.kcc.go.kr , March 30, 2012) )
38 Mobile Subs Migration & Penetration*
60,000 111.8% 107.1% 103.9% 98.4% Mobile penetration rate is expected 50,000 to reach 110% in CY12.
40,000 66.7% 60.7% LTE penetration rate is expected to 56.8% 30,000 54.7% be over 24% in CY12 and over 50% in CY13. 20,000 43.2% 39.3% 24.6% 30.8% 10,000 As of end Mar 20, LTE subs amounts 20.7% 2.5% 4.2% to 3M*. 0 2009 2010 2011 2012 (E) 2013 (E)
CDMA subs WCDMA subs LTE subs LTE penetration Mobile penetration WCDMA penetration CDMA penetration LTE penetration
(Source: DIGIECO & ROA CY11 wrap up reports) (* Source: Article from Electronic Times on March 20, 2012 or http://www.etnews.com/news/home_mobile/information/2571627_1483.html ) 39 LTE Drives Strong Smartphone Sales Smartphone sales share reached 90% in Feb CY12 due to strong LTE phone sales.
Samsung Galaxy SII LTE LGE Optimus LTE Samsung Galaxy Note
(Source: Monthly Handset sales data from Digital Daily, Smartphone sales share from Atlas Research Group in Feb. ‘12) 40 OEM Share Recent success of Samsung’s LTE smart phone drove their M/S upward
CY11 OEM M/S Jan & Feb CY12 OEM M/S
8% 4% Others 6% 7% Others 16% 17% 50% 57% 17% 18%
(Source: Atlas Research Group in Feb. ‘12) 41
Qualcomm Leads LTE Smart Connected Devices All 13 models launched so far are based on Qualcomm Snapdragon Galaxy SII LTE HTC Raider 4G LG Optimus LTE Pantech Vega LTE Galaxy S II LTE HD
Galaxy Note Pantech Vega M Galaxy Tab 8.9 Pantech Vega EX LG Optimus Pad
Galaxy Tab 7.7 LG Optimus Tag LG Optimus Vu
42 Korean operators are building up LTE coverage aggressively
Revenue SKT KT LG U+ LTE svc start July 1, 2011 Jan 3, 2012 July 1, 2011 LTE svc coverage 82 cities (90%) by Apr’12 82 cities (90%) by Apr’12 Nation-wide LTE subs forecast (End’12) 6M <4M 4M
(Source: * Income Statement from SKT (‘11), KT (‘11) and LGU+ (‘10)/ ** Wireless Intelligence (Q4’11)/ *** KCC mobile subs data in Feb’12).
43 Leading the Transition to Next-gen Networks Qualcomm is Helping Carriers to Implement LTE-A Features* in Korea
Leverage wider bandwidth Primarily higher data rates Carrier aggregation across multiple carriers v v v(bps) and multiple bands
Leverage more radio links, Higher spectral efficiency morev antennas v v(bps/Hz) Downlink MIMO up to 8x8, enhanced Multi User MIMO and uplink MIMO up to 4x4
Leverage Heterogeneous Higher Spectral Efficiency Networkv Topology (HetNet) v vPer Coverage Area (bps/Hz/km2)
Include “enhanced Inter-Cell Interference Coordination (eICIC)” and “Carrier Aggregation (CA)” 44 Thank you
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: 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 Qualcomm & Southeast Asia
John Stefanac VP & Pres, Qualcomm SEA/Pacific April 2012 Southeast Asia
142m 441m
3G Subscriber Growth From 2011 –2016
Source: WI, January 2012
Highest Smartphone Penetration Rates In The World 61% 90% 47%
Tablet Penetration Accelerating
Source: TomiAhonen Consulting Note: Australia is ranked 4th in the world in smartphone penetration after Sweden. 48
Strong Uptake Through 3G Innovation
Mobile commerce is heating up across the region. In Singapore, PayPal is piloting a “shop & pay-as-you-go” initiative in the country’s 15 subway Stations, locating deals on billboards and paying in two clicks
Mobile Preferred: 62% of all Internet access hits in Indonesia came from a mobile device
In Thailand, over 25% surveyed said they would access the Internet from a smartphone because it’s pricier to use data from a desktop. 42% would Use a mobile device for online banking
In Indonesia, 31% surveyed by Nielsen in 2011 owned a desktop computer; 78% owned an Internet capable mobile device
49 Smartphone Experience for the Masses
Ivio Icon Pro
50 Smartphone Experience for the Masses
Smart Netphone Series
51 Opportunities, Challenges Remain
OR
Spectrum, spectrum, Industry consolidation in It’s time to explore “Next spectrum some markets are needed generation” services The industry needs more … and then Overcrowded operator markets, Southeast Asia consumers are tech- some more reduced profitability may actually savvy hinder product innovation at Harmonization is critical consumers’ expense Emerging markets can leapfrog and adopt the latest technologies, catching up to mature markets Operators should begin planning for longer-term -> focus on M2M, wireless healthcare etc.
52 Thank you
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: 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 mirasol Displays: The Revolution in Display Technology April 14th, 2012
Brian Gally, Sr. Director of Strategy and Analysis Qualcomm MEMS Technologies, Inc. Enabling Smart Connected Devices
Promotes change in usage models . Any place, Any time . Rapid rise in use of Apps . More “Display On” time
55 Energy Gap is Growing
Demand for power Battery remains a constraint: increases with social use supply of power limited 3% Camera 11% 11% 9,000 Personal 8,000 Info Voice 7,000 Energy demand
6,000 Energy gap 29% 20% /day 5,000 Messagin
Social use mWhr 4,000 Battery supply + Web g 3,000
2,000 10% 1,000 10% Video Audio 6% 0 Gaming 2006 2007 2008 2009 2010 2011 2012 2013 2015
Source: QCT Strategy US market research Source: Strategy Analytics’ Handset Component Technologies Service, November 2010 56 Consumer Expectations Are Changing
Higher resolution, better image quality
Thinner phones, larger displays, longer battery life
57 Display Dominates Power Consumption
Web browsing Video Average over use
27 System 60 52 48 LCD display LCD display System 4.1” HD720 40 4.1” HD720 73 System LCD display 4.1” HD720
Daily use model: 206 min/day
3G voice 22 min/day Gaming 5 min/day Camera 5 min/day Web apps 40 min/day Video 10 min/day Messaging 12 min/day Web browsing 40 min/day Email 8x day, 5 min session Personal info 20 min/day MP3 10 min/day Email synch 144x /day Display on 2 min/interaction
Source: QMT research labs 58 New Display Required to Improve the Wireless Experience
Lower handset power consumption Increasingly products defined by Improved viewing experience their display Any place, Any time
59 Expectations Are Changing Color
60 Expectations Are Changing
Interactive
61 Expectations Are Changing
62 The mirasol Difference Transform the wireless experience with an always viewable, low power, color display Reflective . Visual experience like printed photograph and magazine Sunlight viewable . Correct brightness ensured across lighting conditions – augmented with front light Low power, improved battery life . Longer use between battery charges . Smaller batteries. Thinner, lighter devices.
63 mirasol Is the Low-Power, Color Video Solution
MEMS based reflective display Light modulation from applied voltage Color selection from constructive interference Memory from electro-mechanical behavior
64 IMOD Core Concept - The Adjustable Etalon
Incident light Reflected light
Partial reflector
Full reflector
Visible
ReflectanceReflectance peak outside peak within visible visible range range
DisplayDisplay appears appears dark bright Reflectance
Wavelength
65 The Value of Consistent Viewing Quality
Indoor Lighting Overcast Bright Sunlight
EPD Display mirasol® Display TFT Display
66 Display Power Comparison – Average Over Ambient
and Usage
) 5x lower power than LCD mW 6x lower power than AMOLED High power consumption
Bad
Good
Low power Average power power consumptionAverage ( consumption mirasol 4.3” HD720 LCD 4.3” HD720 OLED 4.3” HD720
Source: QMT research labs 67 2x Longer Battery Life In a Smartphone SmartPhone Comparison Usage Model Up to 206 minutes/day of active use 3G Voice – 22 minutes/day Battery Life 2.2x The use of a LCD Web Apps (3G) – 40 minutes/day Benefit of based phone Up to Web Browsing – 40 minutes/day mirasol displays 2.5x MP3 10 minutes/day The use of an AMOLED Gaming – 5 minutes/day based phone Video 10 minutes/day 4.3” mirasol Up to Check email 8x a day, 5min/session 1280x720, 2.7days 343 ppi 9.0hours use Email Synchronization 144x per day Camera – 5 minutes/day Up to 4.3” TFT-LCD SMS Messages 12 minutes/day 343 ppi 1.25days 4.2hours use User Navigation 20 min/day
Up to Display on 2min/interaction 4.3” AMOLED days 343 ppi 1.1 Notes: 3.7 hours use 75% indoor use/25% outdoor use Display power estimates based upon typical content (required for AMOLED) and content update rate (required for mirasol) for each application Usage model equivalent to model used in module comparison Smartphone model assumes a 1420 mA-hr battery
Source: QMT research labs 68 mirasol Color eReaders eReaders commercially available since November 2011
Color Nook mirasol eReader mirasol Advantage
Battery Capacity 4010 mAhr 2000 mAhr < ½ battery capacity
Continuous Reading 7.7 Hours 17.4 Hours 2.2x more
Reading Usage 15 Days 21 Days 1.4x more
Reading + Web Usage 6.3 Hours 11 Hours 1.75x more
Source: QMT research labs
69 What Does This Mean? Everyone in the Value Chain Benefits
Product Designers OEMs Carriers Consumers Managers
Design flexibility with Lower costs via Improved energy More energy = more Fewer charging cycles, potential use of smaller battery budget - enables Available Revenue extended battery life smaller battery flexibility in Time = higher ARPU Increased viewability applications and Product Differentiator features Increased access to services due
70 mirasol Commercialization Currently available devices in Korea, China and Taiwan
Hanvon Bambook C18 Kyobo Sunflower eReader
Koobe Jin Yong Reader
71 mirasol Fabrication Facilities
Current mirasol display fabrication facility Planned mirasol display fabrication facility
Pilot Line Generation 4.5 fab Longtan Science Park Longtan Science Park Taoyuan, Taiwan Online end 2012
72 Mobile Devices of Tomorrow The mirasol display technology is not an evolution but a first of its kind revolution mirasol aligned with mobile display market dynamics . Higher formats, finer resolutions and larger diagonals . Thinner, lighter devices, with longer battery life . 1/5th the average power consumption* of competing displays mirasol displays enable new consumer experiences and new use models
* Averaged over display sizes and device use models, source: QMT research labs 73 Thank you
For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
Follow us on: 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 Innovation at Qualcomm
Samir Khazaka, Sr Dir Head of Analyst Relations April 2012 Driving Innovation in the Era of Smart Connected Devices
Business Models Wireless Power Commercialization (QRD)
Wired Peer-to-Peer Connectivity Wireless Health Web Tech OS/SW Optimizations Context Bluetooth Power Audio/Voice Efficiency Awareness WiFi AP GPU Graphics DSP Sensors 3G/4G Airlinks Processors M2M/IoE Multi media
3G / Smart Computer 4G Connectivity Vision Gestures Modems Displays Location
Mobile Computing Consumer Electronics Internet of Everything Networking 77 Enabling Smart Connected Devices
Connecting Everything Making Devices Smarter Supporting More Users, Leveraging Computing at More Places, Power and Sensors to Enable with More Capacity New User Experiences
Evolve 3G/4G/WiFi Computer Vision
Small Cells/HetNets Indoor Location
Intelligent Connectivity Improving Web Experience
Peer to Peer Context Awareness
78 Continuously Improving Wireless Performance
HSPA+ LTE Advanced 2.2x Advanced HSPA+ Advanced Realizing the full HSPA+ Maximizing the
benefits of Hetnets HSPA performance of HSPA+
3G/4G/ WIFI 3G/4G/ 4x 1x Advanced Next-Generation WLAN WiFiWiFi Voice Up to 4x voice capacity to users free up resources for data
Freed up DO Advanced for data WCDMA+ Increasing capacity (DL) Increased Voice Efficiency to Voice where and when needed Free Up Resources for Data
79
The Next Leap in Performance: Small Cells
Adding Small Cells Like Picocells, Optimizations Makes the Leap Femtocells, and Remote Radioheads Even Bigger—Smart Hetnets LTE Advanced HSPA+ Advanced DO Advanced
Small Cells Bring Network Closer To User
Better Techniques How Do We More Spectrum Higher Order MIMO, Get More New Bands/ Smart Networks Capacity? Refarming
Radio Link Approaching Theoretical Limit
Note: Other improvements, such as higher order modulation will also help, but 64QAM is already commonly used. Other options are to use the available capacity better and reduce, e.g., power or signaling overhead to get more usable capacity. 80 LTE Advanced OTA Test Network
81 UltraSON™ Enables Expanding Role of Small Cells
Larger Scale Enterprise/ Residential Residential Small Enterprise
Initially: Indoor Femto Hot Spots Next: Denser Indoor and Outdoor Deployments
Unplanned Open Restricted Seamless handoff User’s broadband connection Interference coordination
82 Neighborhood Femtos - New Deployment Model Open-Access Indoor Femtos Providing Outdoor Coverage
Femtos On Dedicated Spectrum
Macro Network
5x – 20x Higher Capacity Simple Plug-N-Play Lower than Macro-only Deployment Capex/Opex 83 Neighborhood Femtos - OTA Test Network
84 Intelligent Connectivity
Peer To Connection Based On: Peer Coverage
WiFi Data speed ? Internet connectivity 3G/4G Type of app
Operator policies
Bluetooth Per link decision
85 LTE-Direct: Proximal Discovery and Communication … … Joe: Looking for new … Abe’s Books: Book … Extinct Warriors game Signing in the next … … HOUR! … Sushi Palace- … … … Today’s Specials … … … … … … … …
I have tickets to sell for today’s game …
SallyFriend @ Sea Cafe Finder
Seller:Ticket 4:00 pm game seat 45B Finder
HIGHLY EFFICIENT & SCALABLE EXTREMELY LONG BATTERY BEING STANDARDIZED IN PEER-TO-PEER SYSTEM LIFE 3GPP R12 Enabling Smart Connected Devices
Connecting Everything Making Devices Smarter Supporting More Users, Leveraging Computing at More Places, Power and Sensors to Enable with More Capacity New User Experiences
Evolve 3G/4G/WiFi Computer Vision
Small Cells/HetNets Indoor Location
Intelligent Connectivity Improving Web Experience
Peer to Peer Context Awareness
87 VuforiaTM – Strong Market Traction
22,000+ 400+ 300+ Registered Models of Apps in Android Developers from Smartphones and Market and 130 Countries Tablets Supported iOS Apple Store
Video
88 VuforiaTM in Action Video
89 Accurate Indoor Positioning
High Accuracy (<5m) Integrated into Scalable Across Leverages existing Qualcomm Chipsets Commercial Venues WLAN AP and Highly efficient Airport, train stations, infrastructure mobile based solution malls, museums, hospitals, sports venues etc.
AP/ Map Server
Indoor Positioning Discovery Server
90 Accurate Indoor Positioning - Video
91 Web Browser Acceleration Exploiting Concurrency for HTML and Javascript
Mobile Computing WEB PAGE Developing for Increasingly Multi-core FORMATTING Snapdragon SoC Multi-Core CPU/GPU, DSPs, Concurrently use all CPU and Hardware Accelerators LAYOUT cores & Designed to exploit Adreno GPU, Hexagon DSP, & other hardware accelerators
RENDERING
DSP
HW ACCL Significantly Faster Browsing Experience
92 Web Browser Acceleration - Video
93 Context Awareness Enables New User Experiences
Anticipates, Predicts and Alerts
Personalization Based On User Actions And Infers Context and Preferences Understands Life Situation Optimizations Environment E.G., Battery And Bandwidth Gathers Location Raw Data Sensors New (Motion, Location, Actions Networks, Proximity) Applications Applications Usage (Email, Phone, Apps, Calendar, Social Networks) 94 Enabling Smart Connected Devices
Connecting Everything Making Devices Smarter Supporting More Users, Leveraging Computing, at More Places, Power and Sensors to Enable, with More Capacity New User Experiences
Evolve 3G/4G/WiFi Context Awareness
Small Cells/HetNets Computer Vision
Peer to Peer Indoor Location
Intelligent Connectivity Improving Web Experience
95 Leading the Way in the Era of Smart Connected Devices
. Strong track record of leadership . Broad R&D initiatives to drive innovation . Well positioned to lead the era of smart connected devices For more information on Qualcomm, visit us at: www.qualcomm.com & www.qualcomm.com/blog
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