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1
The Future of Wireless: What’s Ahead for CDMA?
Dr. Paul E. JacobsChief Executive Officer
2
CDMA2000 1XEV-DOCDMA2000 1X + EV-DO
There Are Over 377 Million CDMA2000 1X & EV-DO Subscribers (June’07)CDMA2000 1X: 238 Commercial Operators EV-DO: 79 Commercial Operators
Source: CDG, October 4, 2007
CDMA2000 is the World’s Leading 3G TechnologyMore than 240 operators in 99 countries have deployed CDMA2000 networks
3
CDMA2000 Continues to Enjoy Solid GrowthLeading-Edge Services, Broadband Data Rates, Feature-Rich Devices and a Well-Defined Evolution Path are the Foundation for Continued Growth
3992
157224
261 262 240209
177 152
26
61108 167 228 284 331
0
100
200
300
400
500
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
CDMA 2000 1X EV-DO
CDMA 2000 1X
Global CDMA2000 Subscribers(millions)
Source: Average of Strategy Analytics (July 2007) and Yankee Group (April 2007) subscriber forecasts
By 2011, EV-DO subscribers are forecast to represent nearly 70% of total CDMA2000 users
4
$0.00
$2.00
$4.00
$6.00
$8.00
$10.00
Q2'03 Q2'03 Q4'03 Q1'04 Q2'04 Q3'04 Q4'04 Q1'05 Q2'05 Q3'05 Q4'05 Q1'06 Q2'06 Q3'06 Q4'06 Q1'07 Q2'070%
5%
10%
15%
20%
Data ARPU
% of Revenue
Verizon Wireless Data ARPU Has Grown By More Than 580%Since EV-DO was Launched in Q4 2003
Dat
a A
RPU
as
a% o
f Tot
al A
RPU
Ave
rage
Rev
enue
Per
Use
r (A
RPU
)
EV-DO Handset Services
Introduced
EV-DO Launched
Source: Company reports
5
MobileAdvertising
Music
Video
Mobile Advertising
Mobile Commerce
Gaming
Social Network
Mobile Internet
LBS
3G Supports a Wide Range of Applications & Services
6
CDMA2000 WorldModeTM DevicesGlobal roaming enabled with CDMA2000/GSM/GPRS
Yulong TelecomCoolpad 728
SamsungSCH-W379
UTStarcomT66
SamsungSCH-i819
MotorolaA840/A860
SamsungSCH-A790/W109/A795/IP-A790
LGEW810
LGEW800
SamsungSCH-W219
SamsungSCH-W399
CECTC828
HisenseD806
SamsungSCH-W579
DaxianC8000
Yulong TelecomCoolpad C288
ZTEH350Yulong Telecom
Coolpad 728BYulong TelecomCoolpad 858T
SamsungSCH-W569
SamsungSCH-W531
SamsungSCH-V920
LG KW820DaxianC8100
7
2007
Automatic RoamingAutomatic Roaming
20082005/20062004Handset launch
Manual RoamingManual Roaming
RFL6000
63001X
6500DOr0
61251X
RFR6000
RTR6300
RTR6500
RTR6285
RFR6500
RTR6350
6550DOr0
6800ADOrA
6575DOr0
61751x
7500DOrA
7600DOrA
HSUPA
DB CDMADB GSM
TB CDMAQB GSM
TB CDMAQB GSM
QB WCDMA (7600)
CDC GHRC WorldMode 2G spec published August 23, 2007: • Sprint main driver• VZW, Telus, Alltel, Telecom New Zealand, Tata, Bell Mobility contributed
Redefining Wireless for the Mobile Traveler *
* All MSM chipsets provided with Uniform out of Service Sleep Software
8
CDMA2000: The Technology of Choice in Emerging Markets Lower Handset Prices & Total-Cost-of-Ownership are Driving Growth
Source: CDG, Sep. 17, 2007
1X
EV-DO1X + EV-DO
• 35+ New Operators in the Last 12 months:
– Majority of Growth is in Developing Markets - Africa, Middle East and Central/South East Asia
Caribbean/Latin America:
45 operators in
26 countries Africa/Middle East:
47 operators in
30 countries
Asia/Pacific:
67 operators in
29 countries
9
y = 23995xR2 = 0.6681
$100
$1,000
$10,000
$100,000
0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0%
GD
P pe
r cap
ita, 2
002
Telephony penetration, 2002
Source: Michael Minges, TMG Telecom, and ITU World Telecommunications Database Statistics, 2003.
Although mobile voice communications is bridging the digital divide,Internet connectivity is equally important for economic & social development
Mobile connectivity is more valuable than fixed or portable connectivity!
For each 1% increase in Mobile penetration, GDP per capita goes up by US$240
For each 1% increase in Internet penetration, GDP per capita goes up by US$493
y = 48948x + 103.27R2 = 0.7387
$100
$1,000
$10,000
$100,000
0.0% 0.1% 1.0% 10.0% 100.0%
Internet penetration, 2002
GD
P pe
r cap
ita, 2
002
The Value of Improving Connectivity:It’s not just about voice... it’s about voice and data
In Indonesia, students and villagers access online learning and training materials
In Thailand, rural healthcare providers gain access to vital telemedicine and digitized health information
In India, fishermen access local market rates, weather reports and emergency information in their local language
CDMA2000 is the Most Cost Effective Way to Bridge the Digital Divide
The “CDMA2000 Rural Connectivity Solution” offers affordable telephony, Internet and multimedia access to large coverage areas that have a low population density
11
Growth in Emerging Markets - India
Source: AUSPI
(Millions)
Tata aiming at a subscriber base of 100M by 2011
*One time adjustment by Reliance of 3.6M for disconnects in Mar’07
52.9
8.2
14.3
25.2
44.0*
0
10
20
30
40
50
60
Dec'03
Mar'04
Jun'04
Sep'04
Dec'04
Mar'05
Jun'05
Sep'05
Dec'05
Mar'06
Jun'06
Sep'06
Dec'06
Mar'07
June'0
7Aug'07
Reliance Tata BSNL & MTNL
12
LGRD2330
KyoceraK112
Huawei C218
HaierD1000
JingpengSpektra 101
SamsungN 380
Nokia1255
ZTEC150
SamsungN500
BREWBREW--enabled lowenabled low--end phonesend phones
LGRD2340
LGRD2430
LGRD2530
LGRD2535
UTStarcomC1122
56 entry-level CDMA2000 handsets from 14 suppliersNotes: 1. Mobile devices shown are sold in India at an ex-factory wholesale cost below US$50.
2. Only devices shipped in volumes above 10,000 units are shown.
Sub-US$50
MotorolaC131
LGRD2530
LGRD2670
SamsungS109
KyoceraKX 17
Sub-US$40Sub-US$30
ZTEC160
LG2750
Rose631
Jingpeng101
TCL401
LGRD2650
LGRD2690
LGRD2710
MotorolaW150i
HaierC1000
HuaweiC2205
JingpengC131
JingpengC132
LG2530
LG3330
Legend: Color Screen Handsets
ZTE204
ZTE203
ZTE202
Kimpo761
HuaweiC2285
KyoceraKX 122
Haier D1600
Rose632
Motofone F3C
LGRD 3000
LG3470
HUAWEI C2285
KimpoC731
Nokia 1325
KimpoC762
KimpoC 702
KimpoC 703
KimpoC 732
Huawei 361
HuaweiC2801
HuaweiC2285
KimpoC701
CDMA2000: Wide Range of Affordable DevicesCompetition and economies of scales are driving prices down
13
Mobile Broadband for Mass-MarketsThe New QSC6085 for EV-DO Rev. A
Single-Chip Solutions* Drive Further Cost Reductions and Performance Improvements
• First QSC handset broke new price barriers• MotoFONE F3c targets developing markets with
stylish wireless functionality• Numerous other manufacturers are also
leveraging QSC products
Bringing Down the Cost of ConnectivityInnovations for Affordable, Attractive Devices
• Opening the door to mobile user-generated content (UGC)
• Leveraging the popularity of YouTube, MySpace, and other social sites
• Helping drive widespread adoption of advanced services
QSC Solution = 1 Chip
QSC
6xxxRFT6xxx RFR6xxx
PM66xx
Improved capacityLower cost
Enhanced battery life
* All MSM chipsets provided with Uniform out of Service Sleep Software
14
Lowering the Cost of CDMA2000 Handsets
$26
$35$37
$49
$59
$68
$77
$83$82
$70
$55
$43$41
$24$24
$35
$51$49
$55$50
$57
$69$68
$48
$42
$35
$20
$40
$60
$80
$100
2004Q1 2004Q2 2004Q3 2004Q4 2005Q1 2005Q2 2005Q3 2005Q4 2006Q1 2006Q2 2006Q3 2006Q4 2007Q1
Lowest 10% Lowest end
Note: CDMA2000 Phones Sold per Calendar Quarter; lowest end represents complete phones sold in quantities of approx 150,000 units or higherNote: Data derived from licensee reports. Does not include modules.
Source: QUALCOMM Incorporated
15
0
50
100
150
200
2005 2006 2007 2008 2009 2010 2011
CDMA2000 Sub-US$50 Handset Shipments are Forecast to Reach Nearly 200 Million Units by 2011
(Millions)
ABI Research, March 2007
Affordability will expand the reach of CDMA2000Affordability will expand the reach of CDMA2000
16
Convergence of Communication,Computing & CE Platforms
Mobile Device EvolutionMobile Device Evolution
Same Rich IP Apps and Services in all Environments
Network EvolutionNetwork Evolution Service EvolutionService Evolution
Convergence in the Wireless World
Co-existence of Different Access Networks for Various Needs
17
Network Evolution: The Right Technology for the Right ServiceMultiple air interfaces supported with a common all-IP based core network
18
EV-DO Rev A Offers Entire Range of IP Services• VoIP / Simultaneous VoIP and Data
• Push to Talk / Push to Media
• Video Telephony
• Multimedia Upload/Exchange
• Low Latency Gaming
• High speed web browsing
• Large e-mail attachments
• Video/Music Streaming/Downloads
• Multicasting
• Tiered Services
EV-DO Rev A Offers Entire Range of IP Services• VoIP / Simultaneous VoIP and Data
• Push to Talk / Push to Media
• Video Telephony
• Multimedia Upload/Exchange
• Low Latency Gaming
• High speed web browsing
• Large e-mail attachments
• Video/Music Streaming/Downloads
• Multicasting
• Tiered Services
EV-DO Rev. A Lays the Foundation for Next Generation Mobile Broadband ServicesFaster Forward-Link, Lower Latency & Enhanced QoS are Key Improvements
19
2.5 MHz 5 MHz1.25 MHz
FL Peak Data Rate 3.1 Mbps 6.2 Mbps 9.3 Mbps
FL Avg Data Rate 1.25 Mbps 2.5 Mbps 3.75 Mbps
FL Cell Edge Data Rate 0.5 Mbps 1.0 Mbps 1.5 Mbps
Web Page Response Time Baseline 38% reduction 50% reduction
DOrA 2X DOrB 3X DOrB
In 5 MHz, 50% of Rev B Users Have Greater than 1.5 Mbps on the RLIn 5 MHz, 50% of Rev B Users Have Greater than 1.5 Mbps on the RL
EV-DO Rev. B Further Enhances the Mobile Broadband User Experience Software Upgrade Aggregates Multiple DOrA Carriers for Higher Performance
20
CSM 6800
MSM 7850
EV-DO Rev B Commercialization Timeline
Simple SW Upgrade Leveraging Existing Rev A CSM
Streamlined Standardization
Rapid Development, Commercialization by 2H08
Mobility Demo
Technical Trials
Commercial Launch (PC Cards)
07 08 09 10
CSMCommercialSW Release
Air InterfacePublished
MPS Documents Published
07 0806
*
*
* All MSM chipsets provided with Uniform out of Service Sleep Software
21
UMB: Competitive Advantage and Differentiation
Reference: What is Web 2.0: Tim O’Reilly
Highly optimized Mobile OFDMA
solution with MIMO
Scalable IP network for
mobile/portable/fixedservices
Targets Laptops, UMPC, handsets, CE, and desktops
Optimal performance for enterprise and
consumers
Highly integratedMultimode ASICs
High-end and low-end devices
Ultra fast user experience
(300 Mpbs peak)
Superior VoIP and Data capacity for
lower costs
3G Eco Systemand OEM
partnerships
ContinuedAcceleration of
Advanced features
22PROPRIETARY AND CONFIDENTIAL© 2007 MediaFLO USA, Inc., a QUALCOMM company. All rights reserved. MediaFLO, MediaFLO USA, and FLO are trademarks of QUALCOMM Incorporated.
MediaFLO USA : World-Class Programming Partnerships
Providing familiar, full-length content from the most popular networksProviding familiar, full-length content from the most popular networks
PROPRIETARY AND CONFIDENTIAL© 2007 MediaFLO USA, Inc., a QUALCOMM company. All rights reserved. MediaFLO, MediaFLO USA, and FLO are trademarks of QUALCOMM Incorporated.
23
Worldwide Mobile TV Subscribers are Forecast to Reach more than 216 Million Users by 2011
Estimates from ABI, Informa, In-Stat, iSuppli, Datamonitor, NSR, Strategy Analytics, IMS Research, Mobile Youth, eMarketer, and Juniper. Compiled and combined by Robert Hale & Associates, 10/2006.
24
Technology Enables the New “Pocket” Devices
• Technology drives down Cost, Size and Power consumption
• Integration brings more features on board
• A new class of “pocket devices” is enabled
25
+ Mobile TV (MFLO, ISDB-T, S/T-DMB, DVB-H)30 fps streaming decode
HD playbackUp to 60 fpsHDMI
DVD playbackUp to 60 fpsTV-out
MSM2300ARM MCU< 20 MIPS
MSM3000ARM7TDMI
23 MIPS* (27 MHz)
MSM6500
MSM6550
MSM7500
MSM2Intel 8018610 MIPS
(~2.5 MHz)
Convergence Dual-CoreScorpion + ARM 9
From 1200 to 2370 MIPS*(600MHz - 1GHz)
Paging, Messaging, Voice MailPersonal Information Manager
Multimedia Platform ARM9Up to 160 MIPS*
(146 MHz)
Enhanced Platform ARM9Up to 250 MIPS*
(225 MHz)
Convergence Dual-CoreARM9 + ARM11Up to 740 MIPS*
(>500 MHz)
0
400
800
1200
1600
2000
2400
1996 1998 2000 2002 2004 2006 2008
MIP
S
Evolution of Mobile Processing Power
* All MSM chipsets provided with Uniform out of Service Sleep Software
26
Revenues for Location-Based Applications & Services are Forecast to Reach more than $3 Billion Globally by 2010
Source: Deutche Bank, Merill Lynch,Juniper Research, and inCode analysis
$52 $93 $146 $229 $330 $453$66$105
$164$239
$133$256
$444
$719
$1,107
$1,628
$76$122
$237
$369
$612
$852
$26 $40$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
2005 2006 2007 2008 2009 2010
Wor
ldw
ide
LBS
App
Rev
enue
($M
)
Navigation Information Tracking Convenience & Lifestyle
$287$511
$892
$1,422
$2,214
$3,173
27
Wireless providers can leverage BREW Offerings as building blocks
BREW… Enhancing the Mobile Data Experience
Rich, integrated and dynamic user experiences
Open content deliveryplatform for operatorintegrated differentiation
Infrastructure for Location-Based Services (LBS)
– OR –
Launch ready-to-use BREW Signature Solutions
Current BREW Customers
www.brewtoday.com
$1B+ BREW Publisher/ Developer Earnings*
*Cumulative thru 03/05/07
BREW Solution Customers
Device Manufacturers
Countries withBREW Solutions
June 2007
65+
45+
30+
28
Worldwide Mobile Gaming Revenues are Projected to Reach Nearly $4.2 Billion by 2011
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Connected Multiplayer Gaming RevenuesDownloadable Mobile Gaming Revenues
(millions)
Source: Strategy Analytics, July 2007
29
Proximity Payments Provide An All-Digital Wallet
Load bankcards & coupons OTA
Contactless Shopping Example
Simply wave the phone to pay (and receive more offers)
30
Convergence of Wireless Telecommunications and Health
LG Diabetes Phone
31
CDMA2000 Delivers on the Promise of 3G
• Global• Nearly 400M subscribers supported by 241 operators in 99
countries• The technology of choice for developing markets
• Affordable• The most cost effective way to bridge the digital divide• Twelve phones are currently available in India for less than
US$30 wholesale - six support Brew data services
• State of the Art• EV-DO Rev. A lays the foundation for next generation
mobile broadband services• EV-DO Rev B further enhances the mobile broadband user
experience• UMB provides a highly optimized mobile OFDMA solution
with advanced antenna techniques
Thank You!