Cowen and Company 37th Annual Technology Media & Telecom Conference. Cowen and Company 37th Annual Technology Media & Telecom Conference MAY 27, 2009

Transcription

1 Cowen and Company 37th Annual Technology Media & Telecom Conference MAY 27, 2009

2 Matt Grob Senior Vice President, Engineering

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 Corporate Research and Development

6 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).

7 Investment in a Complete Technology Roadmap Corporate R&D is an integral part of Qualcomm s strategy Total Qualcomm Yearly R&D Expenditures Source: Qualcomm

8 Core Areas of Corporate R&D Efforts Improvements to Wireless Area Networks (3G/4G) (i.e. 1X/DO, UMTS, LTE, Network Topology) Developing New Non-WAN technologies (i.e. ezone and other projects)

9 Continued Improvements to 3G Data Rates Ahead (10MHz) (5MHz) (5MHz) (10MHz)

10 Advanced Receivers Increase Data Capacity EV-DO Reverse Link Data Capacity HSPA Data Capacity Per Sector (5 MHz) HSPA+ ~ 65% increase in fully loaded networks HSPA 1x (3.5 Mbps) 1.8x (6.2 Mbps) R6 (RxDiv+ Rake) Downlink R7 (EQ.+ 2x2 MIMO) HSPA+ CSM6850 HSPA 1x (2.2 Mbps) 1.7x (3.7 Mbps) Supports up to 4 carriers on a single card R6 (Rake+1x2 SIMO) Uplink R7 (IC+1x2 SIMO) 1 Source: Qualcomm Simulation, details in 3GPP R NGMN D1 500m ISD, LTE results scaled down from 10 MHz. HSPA+: 16QAM not considered for the UL and UE IC not considered for the DL. HSPA+ multicarrier and DL Interference Cancellation would narrow the gap with LTE.

11 Multicarrier Deployments Enhance User s Broadband Experience Multicarrier Benefits applicable to EV-DO and HSPA+ Carrier #1 Carrier #2 Aggregated Data Pipe 3x Multicarrier BSC/BTS Carrier #3 Increased Data Rates to All Users Multicarrier Terminal Cost-effective software upgrade to multicarrier Cost-effective Software Only Upgrade To Multicarrier

12 Voice Capacity Improvements Frees Up Spectrum for Data Use HSPA More than doubles voice capacity and provides up to 50% extended talk time compared to WCDMA R99 1X Advanced Up to 4 times increase in voice capacity 1X Advanced Achievable Today New handset & channel card 3x Voice users 4x Voice users x Voice users 1.5x Voice users Without Mobile Rx Diversity With Mobile Rx Diversity 1X Today EVRC Single RX Relative capacity/sector (1.25 MHz) EVRC-B (4GV TM -B) QLIC (device IC) New handset Network upgrades Interference Cancellation BTS Interference Cancellation Advanced Device IC (QLIC) + Radio link Enhancements Efficient power control Early termination Smart blanking

13 Radio Links Reaching Theoretical Limits Topology will provide gains beyond technology Approaching the theoretical limit 2G: Voice Capacity (Digital e.g. GSM & IS-95) Evolved 3G with Advanced Receivers (EV-DO Rev. B & HSPA+) Data optimized 3G (EV-DO & HSPA) 3G (IMT-2000): Voice & Data (e.g. CDMA2000 1X & WCDMA) 2G 3G Evolved 3G Next Gen. Leap Next Gen. Leap Next Generation Leap LTE (OFDMA) Relative Capacity Gain 1G: Voice (Analog e.g. AMPS) 1G

14 LTE Boosts Data Capacity in Dense Urban Areas LTE 3G Coverage Evolved 3G ensures similar user experience outside the LTE coverage 3G provides ubiquitous data coverage and voice services Seamless service continuity with 3G using multimode devices Qualcomm is the leading contributor to LTE Standards

15 Network Topology The Next Significant Performance Leap Remote Radio heads User Deployed Femtocells Operator Deployed Pico cells Recently announced Femtocell solution includes advanced Interference Management innovations

16 ezone Universal Wireless Charging Technology Charge Multiple Electronic Devices Safely, Wirelessly & Simultaneously

17 Additional Areas of Corporate R&D Focus WiFi improvements Improved Position Location Improved Voice Quality Venuecasting Advanced Radio Technology

18 Thank You