Barclay s 2009 Worldwide Wireless and Wireline Conference

Transcription

1 Barclay s 2009 Worldwide Wireless and Wireline Conference MAY 28, 2009

2 Steve Mollenkopf Executive Vice President, & President, Qualcomm CDMA Technologies

3 Safe Harbor Before we proceed with our presentation, we would like to point out that the following discussion will contain forward-looking statements from industry consultants, Qualcomm, and others regarding industry trends, anticipated future results and product availability, potential market size, market shares, and other factors which inherently involve risks and uncertainties, including the rate of development, deployment and commercial acceptance of CDMA- and OFDMA-based networks and technology and fluctuations in the demand for CDMA- and OFDMA-based products, services or applications. These and other risks and uncertainties relating to Qualcomm s business are outlined in detail in our most recent 10-Q and 10-K forms filed with the Securities and Exchange Commission. Please consult those documents for a more complete understanding of these risks and uncertainties.

4 Qualcomm Incorporated Founded in 1985 FORTUNE 500 Company NASDAQ Symbol: QCOM ~10,100 U.S. granted and pending patents for CDMA and related technologies including WCDMA and TD-SCDMA, and ~1,700 relating to OFDMA technologies Member of the S&P 500 Index

5 Key Business Segments

6 Qualcomm CDMA Technologies Cellular Products Connectivity and CPG Group CWM Wireless Modules CCP Computing and Consumer Products MSM/QSC/MDM CDMA/UMTS/LTE Wireless Modems with Multimedia, GPS, Apps Processors, CSM Core Market Embedded Modules, Bluetooth, WLAN, Broadcast, Tracking Devices, RF, Power Management New Market Integrated Multimode Modem, Apps Processor, and Low Power GigaHertz CPU for new class of mobile connected computing devices New Market

7 Growing 3G CDMA Global Handset Shipments Sources: Average of ABI (Q4 08), Yankee (Q4 08), Gartner (Dec 08), IDC (Dec 08), WCIS+ (Q1 09), In-Stat (Oct 08).

8 Perspectives on 3G Growth driven by: Smartphone adoption in developed markets Entry tier phones in China and emerging markets Mobile broadband for Internet access 22% 21% Samsung Nokia G Global Handset Shipments (Millions) 13% LG % 5% 4% 4% 4% 11% RIM Sony Ericsson Huawei 4% Motorola 4% Apple 4% Sharp 2% HTC 2% Kyocera 2% Panasonic 1% NEC 1% Sanyo 1% Other 3G Share Majority of global 3G handset OEM s are Qualcomm customers Source: IDC (April 2009)

9 Chipset Business Evolving to System Business Integration Architectural Consistency Breadth of Technology Baseband CPU Memory GPS Standalone Assisted Apps Processor 1GHz core Dual core Modem RF WLAN Bluetooth 700 MHz 1800 MHz 800 MHz 1900 MHz 900 MHz 2100 MHz MSM CDMA2000 EV-DO WCDMA HSPA GSM GPRS EDGE LTE Connectivity Audio HD Video Multimedia 2D/3D Graphics + More Power Management Software Windows Mobile BREW Symbian Android WLAN Bluetooth USB Broadcast SDIO Integration is key to driving advanced functionality to mass market

10 Qualcomm Uniquely Positioned to Support First Multi-Mode LTE Deployments MDM 9XXX MSM 8960 LTE complements existing 3G networks urban suburban LTE HSPA+/EV-DO rural

11 Qualcomm Well Positioned as Wireless Market Evolves Smartbook Netbook User Experience USB Modem Feature Phone Low-End Smartphone High-End Smartphone Premium Smartphone Smartphone Experience on larger form factor Low cost notebook Notebook Dominant Architecture ARM ARM ARM ARM ARM ARM x86 x86 Core Snapdragon Gobi always on, always connected experience for increasing range of devices

12 Smartbooks - An Enhanced User Experience Anchored on smartphones with a richer experience and optimized applications

13 Qualcomm s Multi-Platform Software Strategy Provides Key Differentiator for Our Products Availability of open platform spurs innovation in services Increasing demand for mobile data driving need for easier content access Partnering with industry leaders to bring new services to market Source: Strategy Analytics, July 2008; Informa, April 2008; Informa, September 2008

14 QCT Continuing to Execute Position in the Semiconductor Industry 1Q09 Rank 2008 Rank Company Headquarters 1 1 Intel U.S. 2 2 Samsung South Korea 3 5 Toshiba Japan 4 3 TI U.S. 5 6 ST Europe 6 8 Qualcomm* U.S. 7 9 Sony Japan 8 7 Renesas Japan 9 12 AMD U.S TSMC Taiwan Well positioned in core markets Traction with new customers Scale and focus in wireless segments Technology leadership Source: isuppli Corp. March 2009 *Fabless

15 Thank you