Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (September 2022)
45 slides from Qualcomm's investor day presentation, Sep 22, 2022
Slide 1: Nakul Duggal, Qualcomm Automotive Investor Day
Qualcomm Nakul Duggal Sr. Vice President & General Manager, Au Qualcomm Technologies, Inc. @nakulduggal =
Slide 2: Snapdragon Digital Chassis is a product of Qualcomm Technologies, Inc. and/or its subsidiaries
Snapdragon Digital Chassis is a product of Qualcomm Technologies, Inc. and/or its subsidiaries
Slide 3: Industry evolving to a new architecture
Industry evolving to a new architecture Electrification is the accelerant ® ™ The car is ‘software defined’ Semiconductors at the center of innovation Automakers becoming technology companies Snapdragon Digital Chassis is a product of Qualcomm Technologies, Inc. and/or its subsidiaries
Slide 4: Past
PAST Distributed Microcontroller centric
Slide 5: Industry rapidly adopting an integrated and simplified architecture (past)
Infotainment processor Industry rapidly PA S T adopting an integrated Powertrain microcontroller Vehicle processor & gateway Distributed and simplified architecture Microcontroller centric Chassis microcontroller
Slide 6: Industry rapidly adopting an integrated and simplified architecture (present)
Zonal Zonal controller controller Industry rapidly PRESENT adopting an integrated ADAS/AD1 DC2 Cockpit DC Gateway DC Domain controller centric and simplified architecture Zonal transition Zonal Zonal controller controller 1. ADAS/AD: advanced driver assistance system/automated driving; 2. DC: domain
Slide 7: The future is a high-performance, low-power architecture
Zonal Zonal The future is a controller controller high-performance, FUTURE Central compute Centralized and integrated low-power architecture processor Central compute clusters to deliver a Software and zonal controllers Defined Vehicle Zonal controller Zonal controller
Slide 8: The Software Defined Vehicle is the future of the car platform
The Software Defined Vehicle is the future of the car platform High reusability, agile development Defines the digital brand of the automaker Unlocks long-term services value Hardware and software co-designed
Slide 9: Automakers becoming technology companies
OEM Transitioning from traditional, Tier-1s Automakers becoming ECUs1, systems Tier-1 managed supply chain technology companies integrators Evolving automotive model Tier-2s Industry embracing Modules or components a new way to work Chips Raw materials 1. ECU: Electronic control unit
Slide 10: A new model of direct engagement with automakers
A new model of direct engagement with automakers OEM Tier-1s Transitioning from traditional, ECUs, Tier-1 managed supply chain systems integrators Evolving automotive Evolving automotive model model Tier-2s Modules or components Chips Automakers Tier-1s Raw materials
Slide 11: Snapdragon Digital Chassis integrates all the essential technologies
Snapdragon Digital Chassis integrates all the essential technologies Everything connected High-performance, low-power Edge intelligence RF Front-End C-V2X App framework Computer Vision Graphics Multimedia Machine Virtualization Security learning Wi-Fi Modem Bluetooth Energy CPU Image Signal Efficien
Slide 12: A platform for the future of automotive
Services platform A platform for the 4G/5G cellular connectivity In-car connectivity Positioning future of automotive EV charging connectivity In-car experiences Instrument clusters Navigation Cameras Displays Audio and multimedia Consumer and auto ecosystems L1 to L4 Automated Driving SoC with Ride
Slide 13: Snapdragon Digital Chassis
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Slide 14: $100B TAM opportunity by 2030e
$100B $30B 1 TAM opportunity by 2030e Design-win pipeline TAM: Total addressable opportunity. A combination of third-party and internal estimates for calendar year, as of September 22, 2022 1. The design-win pipeline reflects the current estimated future size of awarded automaker programs, based on
Slide 15: Car-to-cloud
car-to-cloud >) Snapdragon “9 Snapdragon digital chassis Snapdragon auto connectivity platform 'y Snapdragon cockpit platform Snapdragon tide platform
Slide 16: Snapdragon Auto Connectivity Platform
3 Snapdragon ‘auto connectivity platform On the road 3 Snapdragon car-to-cloud Stationary Navigation/Maps 9 et Charging station location Smartphone connectivity/In-car hotspot = 1 28" OTA updates Safety/Emergency alerts = ] af Remote lock/unlock and start Fleet management fila a Predictive maintenan
Slide 17: The leader in auto connectivity
Software services The leader in auto connectivity 1 #1 Modem #1 Wi-Fi/ Bluetooth® #1 Position Location #1 Powerline Communication Connectivity APIs Most comprehensive roadmap and portfolio Multi-decade automotive connectivity leadership 1 Leadership through research, standards and development RF Cel
Slide 18: 250M+ vehicles on the road with our cellular connectivity
Vehicles on the road with 250M+ our cellular connectivity Increasing rate of connected vehicles and transition to 5G History of success Making vehicles safer Connected vehicle platform 10+ product generations Pioneered C-V2X Connecting to cloud services to 400M+ Wi-Fi/Bluetooth® units sold Deploymen
Slide 19: A unique connected vehicle service platform
Car2Cloud Framework Across multiple verticals Connectivity APIs Sensor tracking Driver scoring Dispatch and order A unique Task/status monitoring EV Upgradable Roadside Fleet management functions features assistance management Live position tracking connected vehicle App 1 App 2 App 3 App 4 service
Slide 20: Snapdragon Cockpit Platform
>) Snapdragon “9 Snapdragon car-to-cloud digital chassis 'y Snapdragon cockpit platform Snapdragon auto connectivity platform Snapdragon tide platform
Slide 21: Personalized in-car experiences for everyone
Personalized in-car experiencés for everyone Real-time navigation eoxeBo Predictive maintenance / Entertainment suite Passenger privacy display Productivity applications
Slide 22: #1 in digital cockpit
Safe Qualcomm® Hexagon™ Secure Qualcomm Spectra™ ISP virtualization Tensor Processor processor 360˚ camera perception Functional isolation Machine learning Auto cybersecurity and fusion 1 #1 in digital cockpit Multi-OS support Display Qualcomm® Adreno™ GPU Video and audio Safety and general processi
Slide 23: Integration
Growing number of use cases E-mirrors AI for personalization, driving integration complexity Computer Vision – rear, surround virtual assistants Occupant monitoring Hexagon Qualcomm® System safety manager Informational safety Tensor Processor Secure Processing Unit for domain consolidation Driver mo
Slide 24: Infotainment
Surround-view and in-car cameras Consumer apps Diverse use cases require support E-mirrors Digital cluster User personalization for a safety and general-purpose Computer Vision – rear, surround software architecture Occupant monitoring Informational safety Driver monitoring Sensor access surround vi
Slide 25: Snapdragon Cockpit enables diverse software ecosystems
Snapdragon Cockpit enables OEM applications Ecosystems Navigation, DMS, Cluster suite diverse software ecosystems Remote services Emergency services Customer loyalty programs Camera, graphics, 5G, location Surround-view and in-car cameras Consumer apps Digital cluster User personalization Safety-cri
Slide 26: Selected by all major global automakers
Selected by all major global automakers Enabling stronger OEM brand identity
Slide 27: Car-to-cloud
car-to-cloud >) Snapdragon ‘9 Snapdragon digital chassis Snapdragon auto connectivity platform gy Snapdragon cockpit platform lg Snapdragon tide platform
Slide 28: ADAS/AD
ADAS/AD Advanced Driver Assistance Systems/Automated Driving
Slide 29: Driver Assistance and Automated Driving landscape
Driver Assistance (ADAS) and Automated Driving (AD) landscape 4G/5G C -V 2 X POSITIONING MAPS SENSORS CAMERA RADAR LIDAR Safety Assisted driving Automated driving Robotaxi 1 Mandate (NCAP ) Convenience Comfort Driverless L1 L2 L2+/L3/L4 L4/L5 1. NCAP: New Car Assessment Program
Slide 30: Core technologies required for Driver Assistance and Automated Driving
Core technologies required for Driver Assistance and Automated Driving Core SoC & SW Design Core Technology IP Core Platform IP Middleware Vehicle Gateway Multi-SoC Computer Vision Graphics CPU Sensor Fusion Machine learning Virtualization OS ecosystems Service Oriented Virtual platform Precision Dr
Slide 31: Building our Automated Driving portfolio
Building our Automated Driving portfolio Vision SoC SoC SoC Scalable L1 to L4 SoCs 2017 Oct 2019 Jan 2021 Oct 2021 Nov 2021 Automated Driving software 1st gen Snapdragon Ride SoC & Veoneer partnership Definitive agreement BMW selects Qualcomm program launched AI Accelerator – awarded by announced; V
Slide 32: Snapdragon Ride
Snapdragon Ride 3 Snapdragon Ride Automated Driving Stack A comprehensive solution for driver C-V2X + + Maps (crowdsourced) assistance and automated driving Mid-range camera Drive Policy Long-range near camera Side 2 Snapdragon Ride Vision System camera Long-range Maps1 radar + Short-range 1 Snapdra
Slide 33: Snapdragon Ride System-on-Chip
AI and vector processing for perception, Designed for system safety sensor fusion, drive planning fast boot, safety diagnostics Hexagon Display Safety SoC 1 Tensor Processor processing unit manager Display and visualization Automotive Snapdragon Ride Scalable L1 to L4 cybersecurity Data recorder, Qu
Slide 34: Snapdragon Ride Vision System
Snapdragon Ride Vision Stack MODE: AUTOMATED 22 : 43 : 02 Vision 2 Planned trajectory SoC Front camera 24 /50 MPH route planner surround vision Steering Snapdragon Ride 0.3 MPH actuation Automatic emergency braking Vision System Blinker actuation Vulnerable road user Lane keep assist Constraining Ve
Slide 35: Customer AD functions
Lead development partner Parking Behavior Path Computer Driver Valet Parking prediction planning Vision monitoring Summon1 L3 highway pilot Sensor Fusion Sparse map fusion L3 commute pilot Calibration 3 Hands-off highway ✓ Multi- RADAR LiDAR V2X Maps Ultrasonic Location camera Country drive assist ✓
Slide 36: Modular portfolio supports every customer engagement model
Our modular portfolio is designed to support every 3 Snapdragon Ride Automated Driving Stack C-V2X customer engagement model + + Maps (crowdsourced) Mid-range camera Drive Policy Long-range near camera Side 2 Snapdragon Ride Vision System camera Long-range Maps1 radar + Short-range 1 Snapdragon Ride
Slide 37: Industry's first integrated automotive super-compute class SoC
Industry’s first integrated automotive super-compute class SoC
Slide 38: A unified automotive SoC architecture for mixed criticality workloads
Cluster A unified automotive SoC Infotainment Digital life Surround view Driver monitoring architecture for mixed Personalization Safety domain Instant-on criticality workloads Computer Vision Automated driving Networking Combines cockpit, driver assistance, automated Sensor fusion OTA driving and n
Slide 39: Snapdragon Ride Flex SoC portfolio
Announcement Industry’s first automotive super-compute class solution with Flex SoC fabric Field-proven software-aware SoC Snapdragon Ride™ architecture for mixed criticality workloads Flex SoC portfolio Integration of vision, digital cockpit, 1 ADAS, AD and networking Designs awarded at major globa
Slide 40: Most complete and scalable architecture for automotive central compute
2000 TOPS Most complete and scalable AI Accelerator architecture for automotive Snapdragon Snapdragon Ride Flex SoC 600 TOPS central compute Snapdragon Ride Vision high1 Snapdragon Ride Flex 100 TOPS SoC Snapdragon Ride Vision mid1 Vision systems Ride Vision entry1 Snapdragon Ride Flex 16 TOPS Infot
Slide 41: SoCs, Drive Policy, open platforms, flexible engagement, ecosystem
SoCs and AI Drive Policy and Open Flexible customer Cloud Broad partner Scalable accelerators Computer Vision stack platforms engagement strategy services ecosystem platforms
Slide 42: Incremental long-term opportunities
Incremental long-term opportunities Domain controllers Two-wheelers and e-bikes Last-mile autonomy Safety and zonal controllers Extend Snapdragon Digital Chassis Geo-fenced, low-speed for evolving car architecture to new categories autonomy applications `
Slide 43: Winning the digital future of automotive
Winning the digital future of automotive Connect the car to its environment and to the cloud Create unique in-cabin experiences Comprehensive assisted and automated driving Cloud-connected, service-oriented architecture
Slide 44: Safe harbor
Safe harbor In addition to historical information, this presentation contains forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding: our business, product, technology, financial and acquisition strategies, priorities, pla
Slide 45: Thank you
Thank you Follow us on: For more information, visit us at: www.qualcomm.com & www.qualcomm.com/blog Nothing in these materials is an offer to sell any of the components or devices referenced herein. ©2018–2022 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved. Qualcomm