qualcomm qct tech summit business model

14
1 Qualcomm® business model Dan Novak Vice President Global Marketing PR and Communications, Qualcomm Technologies, Inc.

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Page 1: Qualcomm qct tech summit business model

1

Qualcomm® business model

Dan Novak Vice President Global Marketing PR and Communications,

Qualcomm Technologies, Inc.

Page 2: Qualcomm qct tech summit business model

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A model for mobile innovation

Page 3: Qualcomm qct tech summit business model

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Promoting the growth of 3G/4G

Global 3G/4G connections as of Q4 ‘13

~2.5B Global 3G/4G connections

expected by 2017

~4.6B

Source: GSMA Intelligence, Mar ‘14

Page 4: Qualcomm qct tech summit business model

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Creating a vibrant ecosystem With many Chinese participants

Page 5: Qualcomm qct tech summit business model

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Two core businesses

Technology

Licensing

Mobile and

Computing

chipsets

Page 6: Qualcomm qct tech summit business model

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R&D engine for the industry Foresee challenges and invest ahead of time

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

GAAP R&D

$5.0B

$3.9B

$2.5B $2.3B

$1.5B

CDMA2000, EV-DO, WCDMA, HSDPA, HSUPA, HSPA, HSPA+, WCDMA+

OFDMA/LTE, RF CMOS, MULTIMEDIA

CPU, GPU, DSP, ISP, LOCATION, 802.11, INTEGRATION

MOBILE COMPUTING, SMALL CELLS

LTE ADVANCED

LTE IN

UNLICENSED

SPECTRUM

Source: Qualcomm Incorporated data

Page 7: Qualcomm qct tech summit business model

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Facilitate new opportunities for our licensees We level the playing field for companies big and small

Samsung XiaoMi MDO/Sandroid

Page 8: Qualcomm qct tech summit business model

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Increasing value of our licensing portfolio Covering all key areas of device evolution

WWAN

NFC

Sensors

Apps processor

Semiconductor GPU

Position

location

OS/user

Interface

Video

codecs

Wireless

charging

RF and antenna

Camera

Display

Security

Audio

processing

Connectivity

(Wi-Fi)

Page 9: Qualcomm qct tech summit business model

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LTE-TDD and -FDD: one common global standard

The same 3GPP specifications for LTE

FDD and LTE TDD

Same features in same standards release

Common FDD/TDD technology ecosystem,

common products

LTE is an internationally-developed common

standard for paired and unpaired spectrum

Inherent tight FDD/TDD interworking

and seamless 3G interworking

Page 10: Qualcomm qct tech summit business model

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250+ total 3G CDMA licensees

Covers CDMA/OFDMA

multimode products Covers single-mode OFDMA

(without CDMA) products

95+ total 4G LTE licensees

Widely licensed portfolio License agreements signed through bi-lateral negotiations

Source: Qualcomm Incorporated data

Page 11: Qualcomm qct tech summit business model

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China: leading 3G/4G growth

Source: GSMA Intelligence, Mar ’14, Includes CDMA 2000 1X

110+ 3G CDMA licensees in China

55+ 4G LTE licensees in China (Covers both FDD & TDD)

2007 2013 2017

3G/4G connections in China

Page 12: Qualcomm qct tech summit business model

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Supporting China wireless ecosystem Benefiting from Qualcomm technology leadership and scale

Technology and know-how transfer for

advanced 3G/4G technologies

Supported domestic

and overseas 3G/4G

sales and revenue

growth

Empowered Chinese

consumers with

3G/4G services

Notes/key points –

• China – operators, OEMs and consumers are

important to QC

• We have a long history of supporting the

China market with cellular dating back to

early days of CDMA and now with 3G and 4G.

• Our efforts have contributed to the overall

success of China

Page 13: Qualcomm qct tech summit business model

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Helping to globalize Chinese OEMs Close technical and business support in driving Chinese OEM sales domestically and overseas

Domestic 3G/4G

handsets supplied by

Chinese OEMs

Chinese OEM 3G/4G

handset export growth

rate (2007 – 2013)

Source: IDC, Mar ‘14

Page 14: Qualcomm qct tech summit business model

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For more information on Qualcomm, visit us at:

www.qualcomm.com & www.qualcomm.com/blog

Thank you Follow us on:

©2013-2014 Qualcomm Incorporated and/or its subsidiaries.

Qualcomm is a trademark of Qualcomm Incorporated, registered in the United States and other countries.

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.