venture summit 2014, pankaj kedia

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©2013-2014 Qualcomm Technologies, Inc. and/or its affiliated companies. All rights reserved. ©2013-2014 Qualcomm Technologies, Inc. and/or its affiliated companies. All rights reserved.

Leading The Emerging Wearable Segment

Pankaj Kedia Sr. Director, New Business Development

Qualcomm Technologies, Inc. [email protected]

SDVG Venture Summit

June 19, 2014

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©2013-2014 Qualcomm Technologies, Inc. and/or its affiliated companies. All rights reserved.

Safe Harbor In addition to the historical information contained herein, this presentation contains forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding our industry, technology, geographic and product trends, opportunities and forecasts, and our positioning and ability to capitalize on those trends and opportunities; our growth initiatives and business strategies; growth in 3G, 3G/4G, mobile data traffic, content to the home, small cells, and shipments/sales of mobile computing devices including smartphones and tablets; our product roadmap, devices which may contain our products, and future products, solutions, technologies, innovations, features and functionality; and our investment in research and development. Forward-looking statements are generally identified by words such as “estimates,” “guidance” and similar expressions. Actual results may differ materially from those referred to in the forward-looking statements due to a number of important factors, including but not limited to risks associated with the commercial deployment of our technologies and our customers’ and licensees’ sales of equipment, products and services based on these technologies; competition; our dependence on a small number of customers and licensees; attacks on our licensing business model; our dependence on third-party suppliers; the enforcement and protection of our intellectual property rights; claims by third parties that we infringe their intellectual property; global economic conditions that impact the communications industry and the potential impact on demand for our products and our customers’ and licensees’ products; our stock price and earnings volatility; strategic transactions and investments; foreign currency fluctuations; and failures, defects or errors in our products and services or in the products of our customers and licensees. These and other risks are set forth in our most recent Form 10-K and Form 10-Q filed with the SEC, copies of which are available on our website at www.qualcomm.com. We undertake no obligation to update any forward-looking statements.

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MOBILE Largest technology platform

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Smartphone: Our most personal + powerful device

~94% Use their device to

look for local information

~79% Watch video on

their device

~106 Avg. number of daily app launches by US Android users

~75% 18-24 year olds reach for it immediately after waking up

Sources: comScore custom research avg. over Q3’13, IDC Mar ’13, Google May ’13

News/ Entertainment

Shopping

Email/Calendar Text

Movies

Apps

Voice

Photography Video

Internet Access

Social Networking

Maps

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Our wearable vision Smartphone = Your Personal Companion (and Hub)

News/

Entertainment

Shopping

Text

Movies

Apps

Voice

Photography Video

Internet

Access

Social

Networking

Maps

Email/

Calendar

Multiple Wearable Devices Per Person.

All Connected. Communicating with Each Other.

Wristband Watch Shoes Glasses Earplugs Clothing

BT / NFC

Cloud / Internet Enabling Information and Intelligence

to Be With You, On You 24x7

WiFi 3G / 4G

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>200 Million

Wearable device

shipments in 20181

Smartwatches is one of

the fastest growing

segments: >170% GAGR

between (2013-2018)

• Infotainment

• Fitness & Wellness

• Healthcare & Medical

Wearable space is set to grow rapidly

1 Source: IHS, Oct 2013 6

Top 3 Categories:


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Many Shapes and Sizes

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CONNECTIVITY

Multi-Purpose

Fixed-Purpose

FUNCTIONALITY

BLE BT/BLE Wi-Fi /BT/BLE 3G/4G/Wi-Fi/BT/BLE

Wearable Segmentation

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CONNECTIVITY

Multi-Purpose

Fixed-Purpose

FUNCTIONALITY

Wearable Segmentation

BLE BT/BLE Wi-Fi /BT/BLE 3G/4G/Wi-Fi/BT/BLE

TYPE 2

High Performance, Rich Experiences

HLOS Based

e.g. Android Wear, Tizen

TYPE 1

Always On, Targeted Experiences

RTOS Based

e.g. Embedded Linux, ThreadX

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Connectivity 3G, 4G LTE, 4G LTE Advanced

Bluetooth 4.0/LE

NFC (Near Field Communication)

GPS (Qualcomm® IZAT™ location technologies)

Wi-Fi (Qualcomm® VIVE™ 802.11ac technology)

Interface Low Power, virtually always on, Color Touch

Display (Qualcomm® Mirasol™ display

technology)

Pixtronix™ display technology Wireless Health 2net™ platform

Power Wireless Charging

(Qualcomm® WiPower™ wireless charging

technology)

Multimedia Hardware image and video engines

Low power audio and voice processing

Graphics Qualcomm® Adreno™ GPU

Display processing engine

Qualcomm IZat and Qualcomm VIVE are products of Qualcomm Atheros, Inc. AllJoyn open source project is hosted by the AllSeen Alliance. Pixtronix is a product of Pixtronix, Inc.

Qualcomm Adreno and Qualcomm WiPower are products of Qualcomm Technologies, Inc. 2Net is a product of Qualcomm Life, Inc. Qualcomm Mirasol and the Qualcomm Toq

smartwatch reference design are products of Qualcomm MEMS technologies, Inc. The Qualcomm Toq smartwatch is a product of Qualcomm Connected Experiences, Inc.

Internet of Things Protocol AllJoyn™ Framework (AllSeen Alliance)

Processing

Low power, high performance custom ARM CPU design

Custom, low power DSP engine

Integrated sensor engine for always-on sensor

processing

We have a breadth of core technology ingredients for wearables

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Qualcomm® ToQ™: Setting the Wearable Standard

Qualcomm Toq is a product of Qualcomm Connected Experiences, Inc. Screen images are simulated and subject to change.

Sunlight viewable

Always on

Long Battery Life

Wireless Charging

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Recipe for a successful personal wearable…

Optimized Performance for Wearables

Thinner

Lighter

Sleeker

Always On,

Always Sensing

Cool Design

Ultra-Long

Battery

Life

Always

Connected

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Thinner. Lighter. Sleeker.

Highly Integrated SoCs

Type 2: Perf + Multi-media + Connectivity

Type 1: Signal Processing + Connectivity

Packaging Innovation

e.g. ePoP packages

Thermal Management

Friendly to body 24x7 Modem

DSP

CPU

GPU

Position

location Multimedia Power

management

RF

Memory

Connectivity

Software/HLOS

Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc.

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Extending Battery Life

Aggressive

Power Management

Low Power

Architecture

Wireless Charging

Qualcomm® WiPower™

Low Power

Displays

(e.g. Mirasol)

Qualcomm Quick Charge is a product of Qualcomm Technologies, Inc.

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0

1

2

3

4

5

6

7

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Low power displays

Mirasol™ display technology

• Always On for Days*

• Visible Outdoors - Key for Wearables

• Modern Mobile Display Expectations

o Color

o High Resolution

o Touch

*Measured by QTI

Standby – clock system is 0.95mA

Active System including full touch 25mA

20 minutes active use/day, remaining time display always on, showing clock

240 mAhr battery

Always on use case (Toq system profile)*

Da

ys o

f U

se

9.8x longer battery life vs. OLED

17.5x longer battery life vs. LCD

Mirasol LCD OLED

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Always connected

Connected to Each Other via BT / BLE

Connected to Your SmartPhone via BT / BLE, NFC

Connected to Your Cloud via Wi-Fi, 3G/4G

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Always ON. Always SENSING. Always LISTENING.

Environment Navigation Context Health and fitness

Touch

Ambient Light

Proximity

RF Enhancement

Temperature

Humidity

Gyroscope

Accelerometer

Compass

Pressure

Microphone

Sensor assisted

location

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Why now?

• Technologies advancing

• Leading players entering the space

• 1st generation wearables in industry

• Consumer interest high


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BUT Essential Ingredients for a Winning Wearable are Imperative

Optimized Performance

Thinner, Lighter, Sleeker

Ultra-Long Battery Life

Always Connected

Always On, Always Sensing, Always Listening

Summary Wearables: The Next Big Thing. Exact SHAPE and SIZE of segment continues to evolve

Qualcomm leading the Market Segment….. A lot more cooking….

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For more information, visit us at:

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


Qualcomm, Snapdragon, 2Net, Adreno, WiPower, and VIVE are trademarks of Qualcomm Incorporated, registered in the United States and other countries. Toq, IZat, and Qualcomm Quick

Charge are trademarks of Qualcomm Incorporated. All Qualcomm Incorporated trademarks are used with permission. Pixtronix is a trademark of Pixtronix, Inc., used with permission. Mirasol

is a trademark of Qualcomm MEMS Technologies, Inc., registered in the United States and other countries, used with permission. AllJoyn is a trademark of Qualcomm Innovation Center,

Inc., registered in the United States and other countries, used with permission. Other products and brand names may be trade marks or registered trademarks of their respective owners.

References in this presentation to “Qualcomm” may mean Qualcomm Incorporated, Qualcomm Technologies, Inc., and/or other subsi diaries 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 fu nctions, and substantially all of its product and services

businesses, including its semiconductor business.

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venture summit 2014, pankaj kedia

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