qualcomm - seminário tablets & smartphones 2011
DESCRIPTION
Palestra do Hélio Oyama, gerente sênior de desenvolvimento de negócios da Qualcomm, no Seminário Tablets & Smartphones, em 30 de junho de 2011TRANSCRIPT
4-Jul-11 | 1
Qualcomm Solution for Smartphones & Tablets
June 30th 2011
Héli Aki OHélio Akira Oyama
Sr Manager – Business Development
Agenda
Smartphone and Tablet market overview
Qualcomm´s solution and development concept
2
4-Jul-11 | 2
Strong Demand for Smartphones Worldwide
1,2001,105M
Smartphones Sales (M)
<20%
>40%
CAGR (2010-2015)
200
400
600
800
1,000
High-tier ($300 & Above)
Low & Mid-tier (upto $300)297M
468M
631M
792M
952M
~70%
3
4B cumulative smartphone sales are estimated from 2011-2015
Source: Gartner, Mobile Devices Forecast (12011) March 2011
0
2010 2011 2012 2013 2014 2015
45%
Smarphone 3G in Brazil
Smartphone as % of 3G sales
Number of 3G Smartphones
4 Source: GfK April 2011
4-Jul-11 | 3
Smartphone Industry MomentumECOSYSTEM BENEFITTING FROM AND DRIVING GROWTH
OPERATORS OEMS DEVELOPERS
55
~25% YoY Data Rev Growth from leading
operators*
Source: * ATT (1Q11) , VzW (1Q11) and VfE (May’11) reports, ** ABI Research Smartphone Tracker as of March 2011, *** Gartner Inc. Forecast: : Mobile Application Stores Worldwide 2008-2014, Carolina Milanesi etal, 17th December 2010
200+ Smartphone Models Launched
in 2010**
Total Mobile App Downloads
~8B in 2010 to ~50B by 2013***
Playground for allComputer Manufacturers Mobile Players
118 tablets announced/commercial Worldwide (SA, 2011)
6
OthersConsumer Electronics Manufacturers
4-Jul-11 | 4
Tablet Usage
Consumer Enterprise / Vertical
Consumer Enterprise / Vertical
2011 90% 10%
2013 70% 30%
7 Source: Gartner, Mobile Devices Forecast (12011) March 2011
2013 70% 30%
Source: Creative Strategies Inc.
Qualcomm leading the Semiconductor Industry
WIRELESSCOMPANY
FABLESSCOMPANY
RFICCOMPANY
SEMICONDUCTORCOMPANY
8Source: iSuppli for Dec. 2010
4-Jul-11 | 5
Continuing Strategic R&D InvestmentsQUALCOMM GAAP FISCAL YEAR R&D EXPENDITURES
>$15.4BCumulative Total R&D Investment
10%
15%
20%
25%
$1
$2
$3
Exp
endi
ture
s (B
illio
ns)
% o
f Rev
enue
9
0%
5%
$0
$1
2005 2006 2007 2008 2009 2010
R&
D E
Continued Mobile Leadership
2010 2011/13ANOTHER FIRST2009
2008
NEXT GENERATION
SNAPDRAGON
FIRST1GHZ CPU
FIRST ASYNCHRONOUS
DUAL CORE, DC-HSPA, MULTI-MODE LTE
ANOTHER FIRST2009FIRSTHSPA+
2006FIRST
INTEGRATEDAP + MODEM
10
SNAPDRAGON
Single, Dual, Quad Cores
New micro architecture
12x performance
75% lower power
4-Jul-11 | 6
Snapdragon System Roadmap
Next Gen Architecture
World’s First Mobile Single Core at 1GHz!
World’s First Mobile Single Core at 1.4GHz!
World’s First Mobile Async Dual Core at 1.5GHz!
Next Gen Architecture Single/Dual/Quad
Cores up to 2.5GHz!
11
Unparalleled System Integration
MULTIMEDIA POWER MGMT
HAVING BEST-IN-CLASS ASSETS IN-HOUSE IS A KEY ADVANTAGE
ADRENO GPU
GPS RF
SOFTWARE/HLOS
1212
DSP
MODEM
CONNECTIVITY
MEMORY
POWER & PERFORMANCE OPTMIZED CPU
Qualcomm Proprietary
4-Jul-11 | 7
Benefits of Integration
SMALLER FOOTPRINT
QUALCOMM DESIGNS, INTEGRATES AND DELIVERS ALL THE PIECES
SMALLER FOOTPRINT
LOWER CHIP COSTSLOWER SYSTEM COSTS~10-20% savings
10-20% smaller
1313
POWER EFFICIENTLESS ENGINEERING,FASTER TIME TO MARKET Up to 35% better
>745 devices launched in Fiscal 2010
Source: Qualcomm estimates; comparison based on Qualcomm analysis of non-integrated solutions Qualcomm Proprietary
AT THE HEART OF TODAY’S MOST ADVANCED & PERSONALMOBILE DEVICES
Qualcomm Technology Leadsthe Mobile Revolution
DEVICES LAUNCHED IN FISCAL 2010
14 Source: GSA and CDG, Jan 2011
4-Jul-11 | 8
Snapdragon … Execution125+ DEVICES ANNOUNCED, 250+ MORE IN DESIGN 10 TABLETS ANNOUNCED, 50+ IN DESIGN
15
Qualcomm Supports the Leading High-level Operating Systems
16
4-Jul-11 | 9
Qualcomm Leadership: Android QUALCOMM SUPPORTS ANDROID ACROSS ALL SMARTPHONE TIERS
17
DESIGNS LAUNCHED BY QCT
MANUFACTURERSSHIPPING WITH QCT
Qualcomm Leadership: Windows Phone 7
All launch devices powered by Snapdragon
Snapdragon is the lead chipset for Windows Phone 7 devices
18
4-Jul-11 | 10
Thank You!
Helio Akira [email protected]
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