New York Analyst Day. November 13, 2008

Transcription

1 New York Analyst Day November 13, 2008

2 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. This presentation includes a discussion of "non-gaap financial measures" as that term is defined in Regulation G. The most directly comparable GAAP financial measures and information reconciling these non-gaap financial measures to the company's financial results prepared in accordance with GAAP have been included at the end of this presentation.

3 2008 QUALCOMM NEW YORK ANALYST DAY Steve Mollenkopf President, CDMA Technologies

4 2008 QUALCOMM NEW YORK ANALYST DAY Qualcomm CDMA Technologies (QCT) CDMA/UMTS/LTE Wireless Modems with Multimedia, GPS, Apps Processors, RF, Power Management, CSM Embedded Modules, Bluetooth, WLAN, Broadcast, Tracking Devices Converged Modem and GigaHertz Processor for New Class of Mobile Computing Devices

5 2008: A Record Year Record chipset shipments - Increased by 33% year over year Record revenue - Increased by 27% year over year Record cell site modem (CSM) shipments - Increased by 18% year over year Scale - Launched 412 new commercial device models in FY2008 New Customer Traction: Sony Ericsson Xperia Amazon Kindle Google G1 Acer, Dell, HP, Lenovo, Toshiba Strong momentum for Single Chip designs Over 50 devices commercially available Over 60 devices currently in design More than 20 OEM s

6 Perspectives on Core Market Chipset business evolving to systems business Scale and ability to invest in technology Integration Breadth of products Global UMTS Handset Marketshare (Q208) UMTS Emerging Markets UMTS Mature Markets Qualcomm can address greater share of market going forward Source: Strategy Analytics, July 2008

7 Qualcomm Chipsets Aligned with Market Growth Comprehensive product portfolio addresses all market tiers Source: Strategy Analytics, April 2008

8 Best-in-class Solutions for Smartphones Smartphones are becoming more feature rich QSD Converged CE device; Best Web Experience; High Resolution Displays; 3D touch UI MSM 7630 Multimedia Performance, GPS, 3D UI, Best Web Experience MSM 7627 Productivity Tools, Enterprise Connectivity, Full Keyboard QCT competitive advantage for Smartphone segment Powerful multimedia engines Multimode modem support Multiple OS support Tightly coupled hardware and software

9 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

10 Gobi Notebooks Arrive in the Market Growing Momentum for Global Mobile Internet Solutions Commercial Gobi notebooks now available 5 notebook OEMs publicly announced plans to use Gobi: Acer, Dell, HP, Lenovo, Panasonic Multiple notebook operators worldwide certifying Gobi laptops Increase workforce productivity from anytime, anywhere access with mobile broadband Lower cost and simplified management for only one device and one SKU across all regions Source: ABI Research, May 2008

11 A Strong Modem Evolution Path Excellent Mobile Broadband Voice and Full Range of IP Services CDMA2000 1X Enhanced User Experience Improved voice and data capacity 1x Advanced EV-DO Rel 0 EV-DO Rev A Rev B Phase I EV-DO Rev B Phase II DO Advanced Rel-99 WCDMA Rel-5 (HSDPA) Rel-6 (HSUPA) HSPA Rel-7 Rel-8 Rel-9 & Beyond HSPA+ (HSPA Evolved) OFDMA complements 3G Leverages wider bandwidths Rel-8 Rel-9 & Beyond LTE Fast Facts Backward and Forward Compatibility Cost-effective upgrades that leverages existing assets

12 Qualcomm is Ahead of the Curve in Wireless Evolution Consistently First To Market With Solutions For New Mobile Broadband Standards Competition launches first HSDPA products Competition launches first HSUPA products Qualcomm launches third generation HSDPA solutions before competition launches first Source: Strategy Analytics June 2008

13 Qualcomm Uniquely Positioned to Support First Multi-Mode LTE Deployments MDM 9200 MDM 9600 LTE complements existing 3G networks HSPA+/EV-DO rural suburban urban LTE Qualcomm is well positioned for evolution to 4G

14 Snapdragon : Unleashing 3G Beyond the Handset Snapdragon 1.5 GHz Cores GPS WWAN 600 MHz DSP Graphics Multimedia Full HD Video LCD Controller Enables a new class of sleeker, longer lasting, always on and always connected Pocketable and mobile computing devices Platform with integrated 1.5GHz CPU, WWAN modem, Applications Processing 2G instructions per second CPU,F ull HD video, 12 megapixel camera, integrated GPS, and more Powers computing devices that are smaller, thinner, longer battery life, less expensive than traditional notebooks and mini notebooks: Higher end Smartphones, Pocket Computing Devices, Mobile Computing Devices

15 Snapdragon Gains Traction with Computing Partners First Snapdragon devices launching in first half of 2009 Forecast of Over 433 Million Mobile Computing and CE Devices in 2012 Customer base expanding to 15+ OEMs, many new to the wireless market PND 69.4M 94.5M Pocket & Mobile Computing Devices 30+ devices currently in design MP3 AV Acer, Asus, Quanta, Inventec, Wistron, LGE, SS, Compal, Foxconn, HTC, Toshiba, and many others PMP (MP3, AV) 244.6M Handheld Gaming 25M Total Market Size = 433.5M Snapdragon Enables new user experiences and game changing devices Source: Strategy Analytics-07, Gartner-07, InStat-07, ABI-07, Canalys

16 SnapDragon Competitive Advantages Unprecedented Level of Integration Modem: UMTS, CDMA2000, Quad-GSM/EDGE, HSPA+, LTE, Apps Processor: up to 1.5GHz, L2 memories, Multimedia Accelerators GPS, LCD controller, USB, RF, Analog, Modem Leadership First to market with modem innovations Proven track record with DOrA, HSDPA, HSUPA Now leading with DOrB, HSPA+ and LTE GPS pre-integrated in baseband and RF Multimode Single Design Platform & Single Code Base for CDMA & UMTS reduced NRE Compile time options to strip out CDMA for UMTS variant Leading Performance and Ultra-low Power consumption 600 MHz, 1200DMIPS Scorpion provides 50% higher performance over the newest ARM designs in the market and 30% lower power. At least two thirds less power under full load, 10 times less power in standby mode, and conservatively provides an 8X advantage in area.

17 Strong Gobi Ecosystem with Industry Leaders

18 QCT Continuing to Execute Top Wireless Chip Suppliers Well positioned in core markets Traction with new customers Scale and focus in wireless segments Technology leadership

19 Thank You