Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2021)
61 slides from Qualcomm's investor day presentation, Nov 16, 2021
Slide 1: Cristiano Amon
Slide 2: Mobile to Connected Intelligent Edge
Or ° cf a 7 Mobile e ‘Gap «Eh to Connected intelligent edge
Slide 3: Enabling a world where everyone and everything is intelligently connected
Enabling a world where everyone and everything is intelligently connected
Slide 4: Data created outside of traditional cloud by 2025
BY 2025 O of data will be created outside of traditional ~ = More data at the edge requires O more local processing and intelligence.
Slide 5: Enterprise transformation of the home
Enterprise transformation of the home 5G as wireless fiber Digital transformation of industries 5G expands into enterprise networking © flee os Virtualization of mobile infrastructure = @® Every “thing” connects to the cloud @ Al gains scale at the edge [2] 5Genables on-demand computing 1 Convergenc
Slide 6: Uniquely positioned to grow across multiple industries
Consumer loT Uniquely positioned to grow across multiple industries in addition to handsets loT Edge Automotive Networking Industrial loT
Slide 7: One technology roadmap that scales to address all growth vectors
One technology roadmap that scales to address all growth vectors > A, o> nae Pu cpu es 1] \@ S Edge Al Camera Graphics Processing Connectivity On-device High performance, Everything intelligence low power wireless = —\
Slide 8: Addressable market expansion in the next decade
PRESENT 00B' high-end Android RFFE $15 F Automotive ~$15B io Addressable market penny expansion in the next Licensing decade
Slide 9: Cloud growth requires the connected intelligent edge
Cloud growing at Cloud growth requires the O connected intelligent edge year-over-year
Slide 10: One technology roadmap focused on customers and industries
One technology roadmap Focused on customers and industries that drive stable, long-term revenues Industry trends Demand for our creating new technologies across drives earnings expansion vectors of growth virtually every industry Expanding TAM and diversification while increasing margins and stockho
Slide 11: Virtually every road leads to Qualcomm
: virtually every roadleads to Qualcomm. ected world €: Re sk) £35
Slide 12: Our strategy
Our strategy 4 Handsets Snapdragon is the platform of choice for premium- and high-tier Android smartphones RF front-end Redefine connectivity as modem + RF front-end and expand across industries Automotive Preferred partner for the digital chassis Enabled by one technology roadmap loT Connectivity
Slide 13: Snapdragon is the platform of choice
Snapdragon is the platform of choice for premium- and high-tier Android smartphones
Slide 14: Slide 14
Slide 15: Consumer preference
Fe 1 Consumer preference Mobile platform for Androia!' #1 Modem-RF Performance and key features* #1 Al Performance per watt® #1 Camera Leading DXOMARK ratings” #1 Mobile gaming Desktop-level features* —J oe # 1 Wi-Fi Peak performance, Wi-Fi 6/6E* #t 1 Sound © CD lossless audio over Bluetooth® ... wh
Slide 16: The power of the Snapdragon brand
S| The power of the Snapdragon brand # preferred global smartphone mobile processor brand! (990 Find XS : : Snapdragon brand value would place it within Interbrand’s top 100 brands? O/_ awareness in 2 80 Yo China and India! 5| qethopsesco tesa? (Snapdragon Insiders) Galaxy 521 593 56.
Slide 17: Two-year customer commitments for premium and high-tier handsets
Two-year customer commitments for premium and high-tier handsets SAMSUNG Design wins across tiers for 2022 Worldwide volume § ez GolaxyZ GaloxyZ Fold series Flip series 40-50% volume oh
Slide 18: Redefine connectivity as modem + RF front-end
Redefine connectivity as modem + RF front-end and expand across industries
Slide 19: RF front-end
RF front-end positioned to Ee the global revenue leader oppo @ motorola quecrer Eu Ss
Slide 20: >300 Million
>300 Million
Slide 21: Global adoption of mmWave; Wi-Fi; automotive and IoT
EY Gr ‘0’ Global adoption Extend modem + RF Attach RF front-end to of mmWave strategy to Wi-Fi automotive and loT
Slide 22: The preferred partner for the digital chassis
y= $ ‘ a The preferred partner & f for the digital chassis ~~ 4 { euecuc ee Ss Pod
Slide 23: Nissan
NISSAN,
Slide 24: The car is being transformed
CG (yy Seed N The car is being-transformed Tee . ~~ ——— 2) \ ia — ) = =) = mex =|: yee
Slide 25: Snapdragon car-to-cloud
ic) Snapdragon car-to-cloud Preintegrate software and services platforms to drive new monetization models ‘yg Snapdragon digital chassis A platform forthe future of automotive ‘9 Snapdragon ride platform ‘Scole ADAS L2+ with Arive! ondintegrate plotforn into digital chossis "amar xpd te dan 202, ict
Slide 26: GM testimonial
“GM is in the midst of a transformation driven by technology with the ultimate goal of enabling zero emissions, zero congestion, and zero crashes. Qualcomm’s Snapdragon Automotive hardware and software platforms are key to enabling a series of exciting new and enhanced technology offerings in 2022 a
Slide 27: Slide 27
Slide 28: Snapdragon Ride platform
— Snapdragon ride platform Qualcomm + 7\rriver Scalable Open Proven’
Slide 29: Snapdragon Ride platform
Snapdragon ride platform Front and surround vision Drive policy Parking Drivermonitoring Safe OS| SDKs | Middleware ‘Scolable LI to L3 L3Ab ADAS ‘ADAS SoCs Accelerator ‘Aegon apace! fo dove 2002. eect teptry appo dot cng enters Acomprehensive solution for advanced driver assistance and autonomous dr
Slide 30: BMW testimonial
“BMW has chosen Qualcomm Technologies as our technology partner and systems solutions provider based on the company’s breadth and depth of portfolio, as well as proven expertise in compute, connectivity, computer vision, advanced semiconductors and driver assistance technologies. Qualcomm We look fo
Slide 31: Consumer IoT
Consumer loT Connectivity and smart = loT Edge processing for the Networking cloud-connected edge Industrial loT
Slide 32: Consumer IoT
Consumer loT Connectivity and smart = loT Edge processing for the Networking cloud-connected edge Industrial loT
Slide 33: Always connected
Always connected loT I High performance, low power On-device intelligence ma Compute s 4 Wearables Consumer -— XR se Consumer electronics Edge Networking 5G Wi-Fi wireless fiber access points vRAN infrastructure Industrial Retail Smart cities aig an 4 Energy Manufacturing
Slide 34: Delivering advanced technologies for new consumer experiences
Delivering advanced technologies for new oP _— Consumer lol consumer experiences
Slide 35: Accelerating wearables and next-generation consumer electronics
Accelerating wearables and next-generation consumer electronics Expanding the Snapdragon platform with attached devices Powering category-leading devices er @ &
Slide 36: Amazon testimonial
amazon ——— “At Amazon, we invent on behalf of customers. Our vision is a world powered by ambient intelligence, where we use Al to weave together devices and services in a way that offers customers more value than any one product could on its own. Qualcomm’s technologies help us realize this vision,
Slide 37: Driving convergence of mobile and PC
Driving convergence of mobile and PC Snapdragon enables the next-generation laptop HE Microsoft Always connected! Enterprise anywhere On-demand computing Immersive video conferencing + Advanced camera + Crystal-clearaudio 5G cloud gaming @ Regus newor connects 2 Dar Hever etc wit atinge vsoge and ea
Slide 38: Preferred platform for PCs in the transition to Arm
Positioned to be the preferred platform for PCs in the inevitable transition to Arm | Raterraunend 10 Gstit oc 32 Roos 16 Medan AF Sy 2: eorpaiie anh 3. DROMAR ron fe ecm bandon Sepchogon Rstenrnd CD aides at cote oe ue: & OMAR day rng for Aro dene Next-gen CPU Designed to lead in performance and po
Slide 39: Microsoft testimonial
"With the introduction of Windows 11, Surface Duo 2 with 5G, and the rT | new Surface Pro X, it’s been a big year for Microsoft and Qualcomm’s A partnership. As we look to a future of more connected computing, we gm Microsoft have an amazing opportunity with Arm-based PCs and other innovations to tr
Slide 40: Creating the next computing platform with XR
Creating the next computing platform with XR a, = a Bp 50+ designs for Snapdragon Meta HE Microsoft nee 4 cong Fee 8 tt syoncits a Ie Snapdragon spaces The Snapdragon Spaces XR DeveloperPlatform paves the way to a newfrontier of spatial computing Snapdragon XR2 named one of TIME’s 2021 Best Inventio
Slide 41: Our technologies are the ticket to the metaverse
=a0 Hs =e sspacee Our technologies are the ticket to the metaverse Optimized high-performance, low-power hardware, perception algorithms and software platforms ie e 3)
Slide 42: Meta testimonial
“We have been working on this with Qualcomm for years, and Quest 2 is the first major consumer device that runs on the Snapdragon XR2 platform. It’s fully customized for VR and AR with support for multiple cameras and technology (O,%) M eta like fixed foveated rendering. The end result is a more imm
Slide 43: Architecting the modern network
Architecting the modern network lol Edge Networking
Slide 44: 5G as wireless fiber is gaining scale
5G as wireless fiber is gaining scale One of the fastest-growing last-mile broadband technologies 750 Mbps 6.8 miles Leading ®) Extended-range performance mmWave {GSA 66 Maret Sopot Mer Report Jine 2022 Econ Moby report Noveber 2020 els) 5G fixed wireless ‘access providers! cy Countries! 6 of global
Slide 45: Global OEMs
SHARP Gemtek SEMEL, @ Fronkin weeless Telit @ wens GT Ceawanta computer SSEREUAN @ compat 3 @ + caus © MEIG 3888 arcadyan NOKIA 4M teeters MG ET ae: OPPO SIERRAS Global OEMs met LINSYS ——@ PP p aohiut T&Ww @ia FIH Goosen Fidbocom ZTE WwNc Axcasa systems iNSeego Sacemcom @ASMEV — SUNSEA
Slide 46: T-Mobile testimonial
Mobile rer Pred Wheto Paren rs pred tof cere Toteelogeeateter eta “As T-Mobile is building our SG network that will deliver fast and reliable connectivity to consumers and businesses across the U.S., Qualcomm Fixed Wireless Access products will be an integral component. Qualcomm is providing key tec
Slide 47: Driving the evolution of next-gen networks
Driving the C = Mesh deployments evolution 3 O + Immersive home mesh designs of next-gen Ia loT control hubs md 4 Wi-Fi | networks Cloud orchestrated I * Networking P: Nts faaursibeer shit Wi-Fi 6/6E/7 with carrier 3 @) O ous ati ba emai i pale mie upside expansion with 5G series enterprise-grade de
Slide 48: NETGEAR testimonial
NETGEAR “As a leader in networking for more than 25 years, NETGEAR is transforming the way we connect with the world by creating best-in-class products and services that leverage cutting-edge technology. By combining our industry experience and product design expertise with leadership in wireless ne
Slide 49: Open and virtualized RAN
The modern network is evolving to open and virtualized RAN ee = 50% Platform more energy efficient Builds on 5G expertise ‘andstrong relationships Upto Teal] 5G RAN data center pecan eevee, 0) inline accelerator card (@) Accelerates network ‘adopt ait lower TCO ‘Compared o existing sltion based on t
Slide 50: NTT DOCOMO testimonial
“Ne are excited about Qualcomm Technologies and NEC Corporation NTT partnering to develop new-generation cloud-native 5G RAN technology. d ocom Ce) The development of 5G open and virtualized DU solutions will help drive our OREC activities to make 5G RAN deployment more open and flexible with indust
Slide 51: Powering the digital transformation of industries
Powering the digital transformation of industries Industrial loT
Slide 52: Retail, Energy, Smart cities, Healthcare
N Retail “> Energy Smart cities Healthcare
Slide 53: Smart Times Square Experience
Smart Times Square Experience BROADWAY “We are looking forward to working with Qualcomm Technologies to deliver an extraordinary digital experience at TSX Broadway. Bringing the full spectrum of smart technology to our building and Times Square will allow us to celebrate the neighborhood's iconic en
Slide 54: Reimagining the store
Reimagining the store at Bee edge pe ne ional Enhanced data
Slide 55: Reimagining the store
Reimagining the store at the edge Enhanced experiences Improved operational efficiency Enhanced data ‘uf Connected a cums Mm 4 oe = Bivens > Posen » (O) ‘maintenance 2 ose Ory 4 a [yP? Yoe0 cae ye a Odin CE ra watson ari Poe Be ote eon B Ee Di ronaoros 2 °"*% concn non conte — BB scones 3H one bem c
Slide 56: Walmart testimonial
“Walmart is reimagining the retail experience with a digital mindset- developing and deploying technology to help us continually find ! ways to enhance the experience we provide our customers while at Walmart > Ke the same time working to increase the enjoyment and productivity i of our associates.
Slide 57: Most significant opportunities
Most significant opportunities within lol Preferred partner Device partner 5G makes fixed Positionedto be the forthe future of of choice forthe wireless access a edge partner of choice for metaverse globalreality the cloud economy Arm-based laptops Secular growth driven by next-generation computing
Slide 58: Uniquely positioned to grow across multiple industries and applications
S Uniquely positioned to grow across multiple industries and applications
Slide 59: Enabling a world where everyone and everything is intelligently connected
We are enabling a world where everyone and everything is intelligently connected
Slide 60: Qualcomm
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Slide 61: Safe harbor
Safe harbor Ih odtion to historical information, this presentation contoins forward-looking statements that are inherently subject to sks ond uncertainties, inclueing but net limited to statements regarding: our business. product. technology, finenciat and ‘ocnuistion strategies, priorities, plans.