携手新时代共赢创未来. Innovating and collaborating for what s next. Qualcomm 中国技术与合作峰会 Qualcomm Technology Day

Size: px

Start display at page:

Download "携手新时代共赢创未来. Innovating and collaborating for what s next. Qualcomm 中国技术与合作峰会 Qualcomm Technology Day"

Isabel Manning
6 years ago
Views:

1 携手新时代共赢创未来 Innovating and collaborating for what s next Qualcomm 中国技术与合作峰会 Qualcomm Technology Day

2 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China Welcome Frank Meng Chairman Qualcomm International, Inc. China

3 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China The opportunity ahead Steve Mollenkopf CEO Qualcomm Incorporated

4 30 + Years of driving the evolution of wireless # 1 Fabless semiconductor company

5 ~8.6 Billion Cumulative smartphone unit shipments forecast between Source: Gartner, Sep. 17

6 Mobile technology is powering the global economy 5G

7 The mobile roadmap is leading the way Qualcomm is the R&D engine

8 A strategy for continued growth Extending the reach of mobile technology $20B RF-Front End Core mobile $32B Datacenter $19B ~$150B Serviceable addressable opportunity in 2020 $77B Adjacent industries Automotive $16B IoT and security $43B Mobile compute $7B Networking $11B Source: combination of third party and internal estimates. Includes SAM for pending NXP acquisition. Note: SAM excludes QTL.

9 Executing on our strategy > $3 Billion Automotive IoT and security in FY17 QCT revenues Up >75% over FY15 Mobile compute Networking FY17 revenue across auto, IoT, security, networking and mobile compute

10 A proven business model that has enabled value creation between China and US Invent Share Collaborate

11 Our commitment to China Supporting growth across many industries China Mobile China Telecom China Unicom Semiconductors SMIC SJ Semiconductor Corp. Automotive Geely BYD ZongMu Huaqin Longcheer WingTech Mobile Coolpad Gionee Haier Hisense Huawei Lenovo Meizu Meitu nubia OnePlus OPPO Qiku Smartisan TCL vivo Xiaomi ZTE IoT Alibaba Mobike Little Genius Thundersoft Midea Goertek Software Tencent Netease Server Guizhou Province Mobile Computing Lenovo AI Baidu Sensetime Tencent Face++ XR Xiaomi Pico iqiyi Joint innovation centers in Nanjing, Chongqing, Qingdao

12 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China SMIC Zixue Zhou Chairman of the Board

13 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China Lenovo Yuanqing Yang Chairman and CEO

14 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China Joining hands to lead the world to 5G Cristiano Amon President Qualcomm Incorporated

15 More than a new generation of mobile. A new kind of network. Unifying connectivity fabric Scalable across many dimensions Redefining a wide range of industries

Apps Corporate systems Transit Personal content Banking Location services Payments Productivity Retail Media streaming Identity Media capture Consumer

16 Apps Corporate systems Transit Personal content Banking Location services Payments Productivity Retail Media streaming Identity Media capture Consumer electronics 58% Global smartphone adoption by 2020 Personal data Healthcare The smartphone has transformed expectations Source: Gartner, Sept. 17, United Nations DESA 2017

17 5G provides a significant opportunity for China New capabilities create new opportunities for global disruption Fiber-like speeds Mobilizing media and entertainment Pervasive cloud connectivity 5G Uniform experience Low cost-per-bit Low latency Immersive experiences Connected vehicle More lifelike social experiences Augmented reality High-speed mobility Dense environments

Enhancing cloud AI Advancing on-device AI Qualcomm

18 Facilitating Artificial Intelligence virtually everywhere Qualcomm Snapdragon Artificial Intelligence Engine Enhancing cloud AI Advancing on-device AI Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.

The 5G Economy $12Trillion 5G-related goods and

5T Revenue Globally in 2035 22M Jobs Globally

contribute to the global economy, IHS Economics &

19 The 5G Economy $12Trillion 5G-related goods and services in G value chain $3.5T Revenue Globally in M Jobs Globally Source: The 5G Economy, How 5G technology will contribute to the global economy, IHS Economics & IHS Technology, January 2017; commissioned by Qualcomm Technologies, Inc

20 Awarded with World Leading Internet Scientific and Technological Achievements At the 4th World Internet Conference Qualcomm leading 5G technologies won the award for two consecutive years Qualcomm 5G NR sub-6ghz prototype and trial platform listed in 2016

capacity for unlimited data plans World s first announced 5G NR multimode modems 5G NR smartphone reference

21 Making 5G a reality in2019 The industry is ready, consumers are waiting >86% Need or would like faster connectivity on next smartphone Fiber-like speeds Low latency for real-time interactivity Much more capacity for unlimited data plans World s first announced 5G NR multimode modems 5G NR smartphone reference design ~50% Likely to purchase a phone that supports 5G when available Source: Qualcomm Technologies consumer research

22 World firsts: Standards-compliant 5G NR interoperable systems End-to-End 5G NR Interoperable System November 2017 Multi-Band 5G NR Interoperability December 2017

23 LTE advancements are essential to 5G Drone communications Existing LTE deployments Private IoT networks Existing LTE deployments LTE IoT Automotive (C-V2X) Public safety / Emergency services 5G NR mmwave nx10 Gigabit 5G 5G NR Sub-6 GHz and LTE coverage nx1 Gigabit 5G Ubiquitous LTE Gigabit LTE, VoLTE, ULL LTE IoT

24 43 operators Gigabit LTE is a global phenomenon 1.3 Billion LTE connections served 25 countries 17 devices Source: Qualcomm Technologies internal analysis, GSA Snapshot: LTE- Advanced Networks including LTE-Advanced Pro report, May 2017, GSMA Intelligence, Nov. '17

25 The China mobile ecosystem is poised for growth

26 3G/4G/5G global OEM shipments China domestic handset price tiers Qualcomm China OEM product revenues Non China OEMs Low Mid CAGR 17% $8B Unit % Unit % $6B China OEMs QCT QCT High Premium $4B FY15 FY17 FY22e FY15 FY17 FY15 FY17 FY19e Chinese OEMs rapidly growing share OEMs moving outside of China Domestic China market moving up tier Technology leadership in LTE/5G Robust portfolio across all tiers Ability to enable global devices China OEM product revenues: customers headquartered in China. China OEMs showing strong growth, Qualcomm well positioned to jointly win

27 Uniquely qualified to partner in China Technology leadership Proven business model Value creating collaborations

29 Qualcomm RF Front End will assist Chinese OEMs meet global demand for faster speeds and more data Qualcomm RF Front End is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.

30 RFFE impacts nearly every user experience Signal performance in real-use conditions Bezel-less displays Sleek industrial design Global LTE Long battery life

31 RF success requires a broad set of capabilities Antennas RF transceiver Modem Comprehensive set of technologies Advanced module integration Modem intelligence for system-level innovation Modem-to-antenna solution RFFE is becoming a modem-to-antenna solution

32 Uniquely positioned to lead in RFFE Capabilities critical for 5G RF success Others A B C D Qualcomm Technologies unique modem-to-antenna solution Modem-to-antenna portfolio Power amps MMPA Power amps PAMiDs LNA/Filter modules Power tracker Antenna tuner Filters BAW/FBAR Filters SAW Filters TC-SAW RF transceiver Modem Modem intelligence and SW Full system-level solution Antennas RF transceiver Modem

33 Complexity of mobile RF systems is accelerating 5G impacts RF-Front End design Many more spectrum bands/types Number of RF bands and band combinations By technology generation 5G Advanced wireless technologies A much wider variation of use cases Early 5G combinations 4G carrier aggregation combinations 4G today 49 >1,000 >10,000 More diverse deployment scenarios Early 4G 16

34 Tunable 5G RF-Front End Multimode 3G/4G/5G poses immense challenge 4G Modem XCVR Reconfigures for coarse band selection and hand effects RFFE Qualcomm Technologies end-to-end system uniquely positions us to lead in 5G multimode RFFE RFFE Controller Modem XCVR RFFE Dynamically tunes RFFE performance using modem intelligence and network information

35 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China OPPO Andy Wu Vice President

36 Committed to creating products of innovative technology and aesthetics Bring ultimate technology experience to young people around the world Focus on technology Deliver world-leading wireless solutions Strategic Partner 36

37 Qualcomm Spectra ISP OPPO and Qualcomm s customized optimization on ISP OPPO R11 37

38 In Production Tested and Validated Smart antenna solution (Tuner) Envelope tracking module (ET) Qualcomm s power amplifier (PA) Integrated RF modules designed for global SKU (PAMiD) 38

39 OPPO expanding RF cooperation with Qualcomm QUALCOMM RF AT OPPO

40 Q u a l c o m m T u n a b l e 5 G R F - F r o n t E n d 5 G, N e w E r a! 40

41 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China vivo Jesse Shi Senior Vice President

42 Strategic Partnership

43 Qualcomm RFFE behind full range of vivo star products Enabled the superior consumer experience

Continue to expand the RF products cooperation Deepened cooperation for next generation products (Xplay, X & Y series) In Production In Planning

44 Continue to expand the RF products cooperation Deepened cooperation for next generation products (Xplay, X & Y series) In Production In Planning Envelope Tracker Average Power Tracker Low Noise Amplifier (QLN) SAW Filter Antenna Tuners DRx Module Power Amplifier Modules Power Amplifier + Filter Modules

45 Qualcomm RFFE share to grow continuously Mature technology Superior performance Reasonable layout

46 Qualcomm Sub-6GHz Tunable 5G RF-Front End To help vivo gain advantages in 5G era

47 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China Xiaomi KS Yan MiPhone Vice President, Vice Chairman of MiPhone Quality Committee

48 Announcing RF-Front End commitments Strong traction for rich portfolio of unique modem-to-antenna solutions $ 2B between Source: Qualcomm Technologies Press Release of Jan 25, 2018

49 Making 5G NR a commercial reality in China in 2019

50 January 25, 2018 #Qualcomm 中国技术与合作峰会 # Beijing, China Join hands to pioneer a new 5G era Mr. Zhengmao Li Executive Vice President China Mobile Communications Corporation

51 Joining hands to lead the world to 5G

52 5G Pioneer Initiative Go Premium 5G Go Beyond Go Global

Thank you! Follow us on: For more information, visit us at: www.qualcomm.com & www.qualcomm.com/blog Nothing in these materials is an offer to sell any of the components or devices referenced herein.

53 Thank you! Follow us on: For more information, visit us at: & Nothing in these materials is an offer to sell any of the components or devices referenced herein Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved. Qualcomm and Snapdragon are trademarks of Qualcomm Incorporated, registered in the United States and other countries. Other products and brand names may be trademarks or registered trademarks of their respective owners. References in this presentation to Qualcomm may mean Qualcomm Incorporated, Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm corporate structure, as applicable. Qualcomm Incorporated includes Qualcomm s licensing business, QTL, and the vast majority of its patent portfolio. Qualcomm Technologies, Inc., a wholly-owned subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of Qualcomm s engineering, research and development functions, and substantially all of its product and services businesses, including its semiconductor business, QCT.

Welcome to the 5G age

Welcome to the 5G age Cristiano Amon Executive Vice President, Qualcomm Technologies, Inc. and President, Qualcomm CDMA Technologies October 2017 @cristianoamon Mobile technology is powering the global