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3G Broadband and Beyond A SuccessStorySeptember 2008
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3G Offers Mobile Broadband Today
All trademarks, names of other companies, logos, products and services may be the property of their respective owners
Global Mobile Broadband connections have risen by more than 850 percent year-on-year (Q1 CY07 Q1 CY08), driven primarily from 3G (EV-DO and HSPA) Wireless Intelligence
HSPA helped drive mobile data revenue growth of 46.1 per cent and wireless broadband revenuegrowth of 205 per cent in the first half of 2007/08. -Dr. Hugh Bradlow, CTO, Telstra
StarHub consumer and corporate customers will now be able to experience high-speed access inSingapore of up to 7.2Mbps downlink and up to 1.9Mbps uplink with the use of HSDPA and HSUPAtechnologies respectively. -3G.co.uk, 2nd August, 2007
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3G Offers Fixed/Nomadic Broadband Today
Source: 2
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3G Operators Provide a Wide Range of Services
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Source: Wireless Intelligence, Dec 2007
Q1 2007 saw the first decline in GSM net additions in Western EuropeQ1 2007 saw the first decline in GSM net additions in Western Europe
Western Europe Net Subscriber Additions by Quarter
-2 million-2 million
14.6million
14.6million
-4
-2
0
2
4
6
8
10
12
14
16
Q1
2004
Q2
2004
Q3
2004
Q4
2004
Q1
2005
Q2
2005
Q3
2005
Q4
2005
Q1
2006
Q2
2006
Q3
2006
Q4
2006
Q1
2007
Q2
2007
Q3
2007
Q4
2007
WCDMA
GSM
Millions
Western Europe sees surge in WCDMA subscriber growth, while GSMcontinues to decline
Growth of 3G is Surpassing That of 2G
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Convergence of Computing,
Communication, & CE
Multimode devices
Mobile Device EvolutionMobile Device Evolution
Trends from wired to
wireless
Same rich IP apps
everywhere
Network EvolutionNetwork Evolution
Co-existence of multiple
wireless technologies
Common IP-based core
networks
Service EvolutionService Evolution
Wireless Broadband Evolution Trends
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Verizon is a registered trademark of Verizon. All other trademarks are the property of their respective owners.Note: Products sold for use in U.S. are in compliance with recent ITC and Federal Court rulings.
Convergence of Computing, Communication and CE
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CE Market Opportunities are Here Today
Computing Gaming Books User-GeneratedContent
Entertainment
Samsungs Q1 Ultra UMPC Amazons Kindle &
Polymer Visions Librofonino
Nintendos DS Samsungs VLUU i70 Cowons Q5 PMP
All trademarks, names of other companies, logos, products and services may be the property of their respective owners.
S i t & A B k
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Sprint & Amazon eBook Example of a New Service ModelKindle
Launched in November, 2007 Service
- A wireless portable reading device providing access tobooks, blogs, magazines, and newspapers using high-speed
EV-DO network.- Over 300 newspapers, blogs, and magazines, and 90,000
books are available and can be downloaded in less than aminute.
- Delivers new content wirelessly, without a PC, Wi-Fi hot
spot, or syncing.- No monthly subscriptions or commitments for the service.
- Built in dictionary and Wikipedia.
Price:
- $9.99 per book
- $399 for the device
- Subscriptions:
-Kindle magazines: $1.25 - $3.49 per month
-Kindle newspapers: $5.99 - $14.99 per month
-Blogs - 99 each per month
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Convergence of Devices & Services
3G & Beyond2G1G
PHONE EVOLUTION
MobileCommunication Information Entertainment / CE
RichCommunication
User Generated Content/Social Networking Computing
+ + + + +
PC EVOLUTION
User GeneratedContent/ Social
Networking
ComputingSimple
Communication Information EntertainmentRich
Communication
+ + + + +
CONVERGENCE
OF DEVICES& SERVICES
Connected Applications Rich Content Computing Applications High-Speed Access
Connected Devices Bluetooth Headsets Multi-Function CE Mobile Computing
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Choice of Layered Networks with Common IP Core
High-performance 3G-WANs, with greatest coverage & scale,will provide ubiquitous broadband to billions of users
Opportunities abound for many technologies in the broadband future
4G Is Less about Performance than Ubiquitous Broadband Experienc4G Is Less about Performance than Ubiquitous Broadband Experience ande and
Seamless Interoperability between Successful Wireless TechnologiSeamless Interoperability between Successful Wireless Technologieses
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EconomicsEcosystem Evolution
Successful mass-market mobile broadband technologies excel at the 3 Es
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A thriving ecosystemincludes successful
operators generatingrevenue for theirservices, and innovative
vendors/developers creatingproducts/services that meetoperators needs and fuel
customer demand.
1) Ecosystem
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Source: Wireless Intelligence
670 Million+ Subscribers on 3G Networks Today
492 Commercial Networks127 EV-DO (35 Rev. A)276 CDMA2000 1X
194 HSDPA (34 HSUPA)216 WCDMA
Growth of 3G Broadband Subscribers Is Explosive
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15
24
67
176
551
825
332307
261
138
181
91
218
4 1525 40
60
8
3G HSPA Family
3G EV-DO Family
WiMAX
Others, including TD-SCDMA, LTE and UMB
2007 2008
Growth of 3G Broadband Subscribers Is Explosiveand Accelerating
3G will drive the majority of mobile broadbandconnections well into the next decade
20102009 2011 2012
25%
67% 5%
3G will command92% of the MobileBroadband market
in 2012
Sources: Strategy Analytics, July 2007; Informa, September 2007.
HSPA Family includes HSDPA, HSUPA & HSPA+. EV-DO Family includes Rel. 0, Rev. A and Rev. B.
Vendors and Operators Are Realizing Significant
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Vendors and Operators Are Realizing SignificantRevenues from 3G
Sources: Blended forecast from Strategy Analytics (2006), Gartner (2006) and Forward Concepts (2005)
2009 Worldwide Revenue Estimates (Billions)
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3G Offers Great Diversity Across All Segments
535 EV-DO devices / 107 vendors; 420 HSPA devices / 94 vendors
Handsets and PC cards Consumer Electronics
Ultra mobile devices
Embedded laptops
Desktops
Mobile/Nomadic/Fixed
Enterprise/Consumer
Ethernet/Cable/DSL-Class
Performance
Sources: CDG, GSA.
All Device Segments
All Market Segments
2) E i
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As operators evaluate
options for rolling outwireless data services,they carefully assesseach competingtechnologys potential tomaximize revenue whileminimizing cost.
2) Economics
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3G Supports the Entire Range of IP Services
Video/Music
Telco-quality VoIP
Low-Latency Gaming
Push to Talk / Push to Media
Multimedia Upload/Exchange
High-Speed Web Browsing
Streaming/Downloads
Video Telephony
Service Tiering
Multicasting
Enabled by 3Gs Integrated Quality of Service (QoS) support,high capacity and low latency
O W ld id Sh D Y Y G h
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Operators Worldwide Show Data YoY Growth
Source: Verizon, Vodafone Group, AT&T, Telstra
3G D i C t D li i S l I
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$191$195
$407
$290
$228
$198
$221
$341
$290 $295
$270
$197
$231
$181$176
$217
$270$254
$272
$287
$311
$367
$141$129
$141$128 $128
$135
$105$124
$50
$150
$250
$350
$450
1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07
Lowest 10% Lowest Price
$28
$23$26
$35
$37
$49
$59
$68
$77
$83$82
$70
$55
$43$41
$20$20$24$24
$35
$51$49
$55
$50
$57
$69$68
$48
$42
$35
$10
$30
$50
$70
$90
1 Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1 Q0 6 2Q06 3Q06 4 Q06 1Q07 2Q07 3Q07
Lowest 10% Lowest priced
CDMA2000 Handsets Costs
WCDMA Handset Costs
193267
351
454
565
683730
0
100
200
300
400
500
600
700
800
2005 2006 2007 2008 2009 2010 2011
WCDMA & CDMA2000Worldwide Handset Shipments
3G Device Cost Declining as Scale Increases
(Millions)
53%*
22%*
* Percentage of total handset shipments
Source: Average of Gartner Group (Dec 2006), Strategy Analytics (Oct 2006), ABI (Q1 2007),IDC (Dec 2006) and Yankee Group (Dec 2006) handset forecasts
Mi i i i N b f Sit I I t t
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Internet Interconnect
Utilities
Spares
Training
Operations
RF Eng / Test Equip
Installation/Shipping
Project Mgt.
Site Acquisition
Ancillary Equipment
Backhaul
Software Upgrade
BTS
BSC
MSC
Core Netw ork
Other
Site Rental
Minimizing Number of Sites Is Important
Notes:
Urban morphology (10K Pops/SqKm)
Wireless penetration: 50%
Operator market share: 25%
Local call termination charges and long distancetransport costs are not included in the networkexpense calculations
Spectrum available: 2X10MHz @ 800MHz
Cost of each cell site is similar for all broadband technologies
Technologies requiring fewer sites have lower overall network cost
3G Network Example: Fixed/Nomadic Voice + Data Service
CapitalExpenses
OperatingExpenses
600 MOU /Sub/Month
1000 MB /Sub/Month
Capital(% of Total Network Expense) 38%
Ancillary Equipment 1%Installation/Shipping 11%
Site Acquisition 1%Project Management 0%RF Eng / Test Equip 1%BTS 12%BSC 8%MSC 0%Core Network 3%Other 1%Operating Expense(% of Total Network Expense) 62%
Site Rental 12%Operations 13%Utilities 3%Spares 2%Training 1%Software Upgrade 1%Backhaul 25%Internet Interconnect 5%
3) Evolution
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As with precedinggenerations, 3G
technologies will continueto evolve, with timelyimprovements for greater
capacity, lower cost, andhigher data rates tosupport a myriad of voice
and data services.
3) Evolution
3G Technologies Have Strong Evolution Paths
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3G Technologies Have Strong Evolution Paths
EV-DO
Rev A
Rel-6 (HSUPA)
DO Advanced
Rel-9 & Beyond
Rel-9
Created 7/01/08
UMB
LTE
1x Advanced
Rev BPhase I
HSPA+ (HSPA Evolved)Rel-7 Rel-8
Rev BPhase II
EV-DO
Rel-8
EV-DO
OFDMA complements 3G
Leverages wider bandwidths
EV-DO
Rel 0
CDMA2000
1X
HSPAWCDMARel-99 Rel-5 (HSDPA)
Excellent Mobile BroadbandVoice and Full Range of IP Services
Enhanced User ExperienceImproved voice and data capacity
Backward and forward compatibilityCost effective upgrades that leverage existing assets
Peak Data Rates Achievable in Optimal Conditions
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Peak Data Rates Achievable in Optimal Conditions
Shared channel(downlink and uplink)
16/64QAMHigher order Modulation
2x2 MIMOMultiple Input Multiple
Output
Wider bandwidthMulti carrier
and/or OFDMA
Combinationsof HOM, MIMO and
Multi carrier
Even Higher orderMIMO and HOM
Peak Data RateEnhancements EV-DO
Rev. A
UMB
LTE
DO AdvancedRev. BPhase I
HSPA+ (HSPA Evolved)HSPA
Rel-6 (HSUPA) Rel-7 Rel-8 Rel-9 & Beyond
Rev. BPhase II
EV-DO
Rel-8 Rel-9
DL: 71 - 135 Mbps6
DL: 3.1 Mbps
DL: 71 - 143 Mbps6
14.7 Mbps2 DL: 34.4 Mbps3
DL: 1.8-14.4 Mbps DL: 28 Mbps DL: 42 Mbps4 DL: 84 Mbps5
DL: 9.3 Mbps1
1Peak rate for 3 EV-DO carriers supported by initial implementation.2Peak rate for 3 EV-DO carriers with 64 QAM in the DL. Standard supports up to15 aggregated Rev. A carriers.3DO Advanced peak rate for 4 EV-DO carriers as expected for initialimplementation, assumes 2x2 MIMO and 64QAM in the DL.4R8 will reach 42 Mbps by combining 2x2 MIMO and HOM (64 QAM) in 5MHz, orby utilizing HOM (64 QAM) and multi carrier in 10 MHz.5R9 and beyond may utilize combinations of multi carrier and MIMO to reach 84Mbps peak rates.6Peak rates for 10 and 20 MHz FDD using 2x2 MIMO, the standard supports 4x4MIMO enabling peak rates of 278 Mbps for LTE and 288 Mbps for UMB. TDDrates are a function of up/downlink asymmetry
Enhancements available to both CDMA and OFDMA
Created 7/1/08
10 MHz to 20 MHz
10 MHz to 20 MHz
5 MHz 5 MHz 10 MHz
5 MHz 5 MHz >5 MHz
Many Technologies Needed to Economically Deliver
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Broadband Experience Everywhere
LTE Complements Existing 3G Networks
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LTE
LTE Complements Existing 3G Networks
3G Coverage (HSPA/HSPA+ or EV-DO Rev A/B)
Address high-traffic areas with LTE 3G provides ubiquitous coverage
Seamless service continuity with 3G Seamless handoffs through multimode devices
Evolved 3G provides similar user experience
outside the LTE coverage
LTE
HSPA+Multimode
LTERev. B
Multimode
Industrys first LTE/3Gmultimode solutions
LTEHSPA+/Rev. B
Multimode
Qualcomm Business Model
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Qualcomm Business Model
Qualcomm Invests Significantly in a Complete
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Technology Roadmap
Qualcomm Yearly R&D Expenditures
Qualcomm Has Helped to Enable a $350+B Industry
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Qualcomm Has Helped to Enable a $350 B Industry
Industry:
- CDMA/WCDMA Infrastructure Revenues
- CDMA/WCDMA Handset Revenues
- CDMA/WCDMA Service Revenues
Sources:
Qualcomm Revenues Company reports
Handset, Infrastructure and Service Revenues Strategy Analytics, 2007
Qualcomm Provides Broadest Solutions
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Industry leader in modem technology
Best-in-class RF & PMIC
Highest level of system integration
Modem, Multimedia, RF, PMIC, Software Leading-edge process & packaging
TECHNOLOGY
Single ChipEntry Level
Mainstream MMBroadcastQVGA/WQVGA
MSM6K
QSC
MSM
7K
HLOS PhonesVGA/WVGA
Wireless & ConsumerConvergence
QSD
CUSTOMERS
for Every Mobile Device Segment
Over 50 customers
Launched ~300 devices in 2007
More than 350 devices in designand production
Launching >30 phones per month
Highly-Integrated Chip Solutions
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Memory
Micro-Processor
GSM/GPRS,Edge, WCDMA,HSPA
DSP
GPS
3D Graphics
Video
Audio
Imaging
CDMA, DO
DSP
SmallerForm Factor
Longer Battery
Life
Lower OverallCosts
Highly Integrated Chip Solutions
Software
+
Summary
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y
3G has a strong evolution pathHigher capacity, peak and user data rates, enhanced user experience
3G offers excellent wireless broadband todaySupports all services, market/device segments with excellent economics
CDMA and OFDMA will provide similar performanceTopology will provide gains beyond technology
LTE complements 3G and its evolutionLeverages new and wider spectrum up to 20 MHz
Qualcomm is a key contributor to 3G and beyondSignificant investments in EV-DO, HSPA(+), LTE, 1X-Advanced
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Thank You