Accelerating Wearables: the New Connected Family

Accelerating Wearables: The New Connected Family

Pankaj Kedia Sr. Director & Global Head, Smart Wearables Segment

TDK Developers Conference 09.17.2018. QUALCOMM LEADING MOBILE, IOT, WEARABLE TECHNOLOGIES

LGWatch Apple Watch 2014 The 2015 Mobile Era

Apple iPhone Apple iPad The 2007 2010 Portable Era Each Subsequent

NEC UltraLite Era Bigger Than The 1989 The Previous One Desktop Era Complement, Not Replace

IBM 5150 1981 Wearables = First Inning

WEARABLE CAMERAS

SMART HEADSETS SMART GLASSES

CONNECTED MEDICAL FITNESS BANDS TRACKERS

SMART SMART WATCHES CARDS

SMART PANTS

SMART SHOES

WEARABLE CAMERAS

SMART MY PARENTS HEADSETS MY VALUABLES SMART GLASSES

CONNECTED MEDICAL FITNESS BANDS TRACKERS

MY SPORTS MY KIDS SMART SMART WATCHES CARDS

SMART PANTS

SMART SHOES MY PETS MY IOT DEVICES

STAY CONTROL CONNECTED WEARABLE IOT DEVICES CAMERAS

SMART MY PARENTS HEADSETS MY VALUABLES GET FIT, SMART HELLO ALEXA GLASSES STAY FIT OK GOOGLE

CONNECTED MEDICAL FITNESS BANDS ALWAYS TRACKERS ENTERTAIN CONVENIENT LISTEN TO MUSIC MY SPORTS MY KIDS SMART SMART WATCHES CARDS ALWAYS IDENTIFY AND PRODUCTIVE SMART PAY PANTS

BE SAFE SMART STAY HEALTHY SHOES BE SECURE MY PETS MY IOT DEVICES STAY WELL

Smart Watches Kids Watches Smart Trackers Wearable Companions

LUXURY CHILDREN’S KIDS SMART BRAND CLIP / CARD

FASHION PETS SMART GLASS OPERATOR BRAND SPORTS ELDERLY SMART SHOE

GEN CE / PHONE VALUABLES SMART PURPOSE BRAND APPAREL

Smartwatch Segment

8 Announced 9/10/18

3100 platform

Next generation smartwatch platform based on new ultra-low power system architecture Gen 1 Gen 2 Gen 3 Snapdragon™ 400 Snapdragon Wear™ 2100 Snapdragon Wear™ 3100 Platform Platform Platform

Luxury

Fashion

Many Many More Sports Brands Entering

General purpose Announced On Sept 10

If Wear OS by Google, then Snapdragon Wear

Qualcomm Snapdragon and Snapdragon Wear are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Gen 1 Gen 2 Gen 3 Snapdragon™ 400 Snapdragon Wear™ 2100 Snapdragon Wear™ 3100 Platform Platform Platform

Luxury

Fashion

Many Many More Sports Brands Entering

General purpose Announced On Sept 10

100 smartwatches shipping from 25 brands

Qualcomm Snapdragon and Snapdragon Wear are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Smartwatch Usage The “5-95” Rule

5% 95% Interactive Ambient Smartwatches Today Phone Based Architecture

5% 95% Interactive Ambient

DSP / M4 Snapdragon Wear 3100 Smartwatch Based Architecture

5% 95% Interactive Ambient

Big 4 x A7

Small DSP

Tiny Co-Processor RTOS RFFE w/ GaAs PAs (QPA4360 / QSW8573 / QET4101) New ultra-low power co-processor Designed from the ground up to re-imagine smartwatch experiences

Wi-Fi + Core baseband Modem / GPS New hierarchical system architecture Bluetooth (MSM8909w / APQ8009w) RF (WCN3620) (WTR2965 / With optimal partitioning across A7, DSP, and QCC1110 Wear OS WGR7640)

Wearable New dual-display architecture PMIC DSP AP via MIPI, QCC1110 via SPI (PMW3100) Open Sensor framework Ultra-low power Dual Display Next-gen sensor processing with open execution environment in the co-processor architecture (QCC1110) DSP and co-processor, enabling higher differentiation and faster TTM RTOS New wearable PMIC NFC (NQ330 / NQ310) for lower power operation while reducing size and increasing integration

New RFFE w/ Gallium Arsenide PAs Optimized for power efficiency and wearable form factors Sensors New NFC chips Support for smaller antenna design and higher reader interoperability

Snapdragon Wear 3100: Next Generation Smartwatch Platform Application Processor Compelling Sensor A7 CHRE HAL Android Wear Hardware Abstraction Layer (HAL) Applications

C I

P M

t Q

a All-Ways Aware Hub (AAH) on MDSP

f CHRE Sensors Execution Environment (SEE) Sensors/Algo Innovation BlackGhost Sensor [Accelerometer, Via Gyroscope, DSP rd SEE 3 Party Algos Magnetometer, Sensor Execution AR Pedometer SMD QHeart Pressure, ALS/Proximity Gaze Ungaze Off-Body PPG, AMD, Wrist Tilt] Environment (SEE) I P

BlackGhost 2.0 S

BlackGhost Proxy Sensors Execution Environment (SEE) Co-Processor Sensor Ultra Low Power RTOS Sensing Wrist Accel ALS/ AMD LLOB Mag Pressure PPG Tilt Gyro Prox I C P 2 S I

Accel/Gyro sensor Mag sensor Pressure sensor PPG sensor ALS/Prox sensor

New Sensor Framework in DSP and Co-Processor Fashion Meets Smarts Enhanced ambient mode Today Snapdragon Wear 3100

DSP MON 10

2843

Co-Processor RTOS Smooth second hand, multi-color, live complications, adaptive brightness, full touch Available at launch Sports Meets Smarts Dedicated sports experiences

Today Snapdragon Wear 3100

Up to A7 Up to

Heart rate 145 km/h 32.8 DSP 00:4517 3 Hours Hours GPS + HR GPS + HR*

Co-Processor RTOS 1 Range of Experiences: Run, Swim, Hike, Bike, …

Available via future release *Qualcomm Internal Calculations. Based on typical sports watch 450mAh battery capacity. 2 3 Option 2

Kid Watch Segment

19 Announced 6/26/18.

2500 platform

First Dedicated Kid Watch platform designed to accelerate 4G based use cases Qualcomm Kid Wearables

Kid Trackers 4 YEARS 6 YEARS

10 YEARS 12 YEARS 18 YEARS

Smartphone Kid Watches

1 Billion 4-10 Year Kid Population Around The World Kid Watch Segment Transitioning to 4G

4G Transition 80

0 2015 2016 2017 2018 2019 2020 2021 2022 2023 4G 3G 2G

80+ Mu Total Market, 4G Accelerating to 85+% by 2023 Significant Upside Across India, Latin America, Indonesia

Phase 1: Calling Only Phase 2: Calling + Tracking Phase 3: 4G Kid Platform

Stay Fit

Fun-n-Play

Learn-n-Grow 4G Keep-in-Touch

Location Tracking

Phone Calls 2G

QSC6270 / 6155

Strong Customer Pipeline In Place

4 OEMs | 8 SKUs 12 OEMs | 15 SKUs Going Global with 5 Operators | 3 Countries 13 Operators | 12 Countries Range of Brands

24 Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries. 4G Kid Watches Going Global !!! Devices based on Snapdragon Wear shipping at 15 operators in 14 countries

USA Germany, Italy, COMING Netherlands, Turkey Japan SOON UK, Greece

Spain

Mexico

South Korea

Peru

South Africa

China 25 Strategic Collaboration with TDK Expanding Algorithms Choices for Fun-n-Play Description Push arm down Announced Push arm up June 2018 Gestures Shake (2 half twists of the wrist) Multiple arm shake front-back Inverse B2S (Put Arm down for screen off)

Strategic Collaboration with TDK (Invensense) • Optimized algorithms to enable new use cases • TDK to provide algos running on A7 • TDK open to engaging with customers for OEM-customized algo solutions

Benefits to Customers • More differentiated options for customers • Enabling an out-of-the-box-experience via TDK-developed APK

Smart Tracker Segment

27 1100 and 1200 platforms

Cat 4/1 and Cat M1/NB-IOT Platforms optimized for smart tracking

28 Pet Ownership High Across Regions

4.5M pets lost 95% of owners each year, 1 pet consider their lost every second pets to be part of

GLOBAL 2M dogs killed on the family roads per year

$70B Spent on Pets If HH Income >$70K,

USA in 2017 >$1K Spent on Pets

Value Proposition

Safety Activity Behavior Health

• Count steps • Re-enforce good behavior • Track heart rate • Measure active time • Bark detection & training • Monitor respiration • Indoor & Outdoor Location • Track sleep • Discourage anti-social • Measure temp behavior • Geo-fence • Heat map logging • Detect abnormal posture and behavior • Virtual fence • Vaccination reminders • Monitor environment temp • Detect ambient sounds (bark) • Voice Call (Lost & Found)

Premier Tier 4G Pet Tracker

4G Health: Vital Signs Monitoring High-End 4G Pet Tracker Activity & Behaviour 3G

2G Multi-purpose Tracker Location: Safety & Security

RF Behavioural Training ID RFID

USB Step Counter

$50 $100 $200

34 2100 and 2500 platforms

4G + Android based platforms optimized for wearable companions

35 Range of Opportunities

36 Range of Opportunities

37 Range of Opportunities

Streams music from range of services

Hands-free Voice calling

Your Voice Assistant (Alexa, Hey Google) to go

Your wireless modem for tethered wearables

Your fitness companion

Your smart home hub

38 Sensor Opportunities

39 Qualcomm Sensor Approach

SDW3100 SDW2500 / SDW2100 SDW1100 / 1200 Smartwatches Kid Watch / Wearable Companions Smart Trackers Wear OS Android Linux

Sensor Algos 4x A7 Sensor Algos 4x A7 Sensor Algos A7

Sensor Execution Environment Sensor Algos Sensor Algos DSP DSP

Sensor Execution Sensor Algos Environment Co-Processor

Sensors Sensors Sensors Qualcomm Sensor Approach Fitness

• Pedometer • Step detect • Step count Broad Ecosystem Support Motion Estimation

• Tilt-to-wake • Significant Motion • Relative Motion • Absolute Motion

Accurate Location • 1 Hz low power location • 9-DOF Sensor fusion • GNSS + MEMS + WiFi Heart Rate • Open development platform for 3rd Party Solution Providers • Advanced OHR algorithms Sensor Ecosystem Opportunities

Compass Humidity Proximity Microphone Pressure RF Enhancement Sensor Temperatur assisted e location

Ambient Gyroscope Light

Acceleromet Touch er Environment Navigation Context Health/Fitness

Lower Power + Smaller Size + Higher Accuracy New Sensor Types AND Optimized Sensor Algorithms Across Categories THANK YOU.

Pankaj Kedia [email protected] Thank you

Nothing in these materials is an offer to sell any of the References in this presentation to “Qualcomm” may mean Qualcomm components or devices referenced herein. Incorporated, Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm corporate structure, as ©2018 Qualcomm Technologies, Inc. and/or its affiliated applicable. Qualcomm Incorporated includes Qualcomm’s licensing companies. All Rights Reserved. business, QTL, and the vast majority of its patent portfolio. Qualcomm Qualcomm is a trademark of Qualcomm Incorporated, Technologies, Inc., a wholly-owned subsidiary of Qualcomm registered in the United States and other countries. Other Incorporated, operates, along with its subsidiaries, substantially all of products and brand names may be trademarks or registered Qualcomm’s engineering, research and development functions, and trademarks of their respective owners. substantially all of its product and services businesses, including its semiconductor business, QCT.