Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2024)
27 slides from Qualcomm's investor day presentation, Nov 19, 2024
Slide 1: Durga Malladi, SVP and General Manager, Technology Planning and Edge Solutions
Durga Malladi SVP and General Manager, Technology Planning and Edge Solutions Qualcomm Technologies, Inc. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. References in this presentation to “Qualcomm” may mean Qualcomm Incorporated, Qualco
Slide 2: Note Regarding Forward-Looking Statements
Note Regarding Forward-Looking Statements 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 growth and diversification opportunities, including th
Slide 3: AI is changing the future
HANDSETS AUTOMOTIVE PC AI is changing the future XR INDUSTRIAL NETWORKING 3
Slide 4: On-device AI
On-device AI Performance and efficiency Privacy and security Immediacy AI inference on edge devices is here Reliability Personalization User interface Cost 4
Slide 5: AI capabilities on device today equals last year's on cloud
AI capabilities on device today equals last year’s on cloud Release date Model quality Mar. 2023 index Jul. 2024 GPT-3.5 Llama 3.1 Turbo 175B 8B Artificial Analysis, Nov. 2024; Index represents normalized average relative performance across Chatbot arena, MMLU and MT-Bench. 5
Slide 6: The rise of on-device AI model capabilities continues this year
The rise of on-device AI model capabilities continues this year Release date Model quality May 2024 index Sep. 2024 GPT-4o Llama 3.2 11B (Vision) Artificial Analysis, Nov. 2024; Index represents normalized average relative performance across Chatbot arena, MMLU and MT-Bench. 6
Slide 7: Quality of small models suitable for on-device AI is rapidly increasing
Quality of small models suitable for on-device AI is rapidly increasing Model quality index Jul. 2024 Jul. 2024 Sep. 2024 GPT-3.5 TURBO 175B Apr. 2024 Jun. 2024 Feb. 2024 Jul. 2023 Sep. 2023 Jul. 2023 Llama 2 Gemma 2 Mistral Gemma Llama 3 Gemma 2 Mistral NeMo Llama 3.1 Llama 3.2 Chat 7B Chat 13B 7B
Slide 8: Cloud inferencing costs deter GenAI scalability
Cloud inferencing Llama 3.1 Claude Mistral Gemini costs deter GenAI CLOUD MODEL GPT-4o 405B 3.5 Sonnet Large 2 1.5 Pro scalability CLOUD INFERENCING PRICE $4.38 $5.13 $6.00 $3.00 $2.19 PER 1M TOKENS CENTRAL CLOUD Artificial Analysis, Nov. 2024. 8
Slide 9: Edge AI brings cost-efficiency opportunities
“ [AI inferencing on devices] reduces operational costs for developers and app providers” Edge AI brings HY - IDC, Oct. 2024 cost-efficiency Dis BR trib ID clo ute Train on cloud ud loa A I an ds opportunities CENTRAL d d ac evi ros CLOUD ce s s Run on Qualcomm ON DEVICE 9
Slide 10: A diverse choice of models available for edge AI
A diverse choice of models available for edge AI Open Proprietary Regional Traditional Aya Llama Baichuan Phi Silica ALLaM (KSA) Pharia (Germany) Computer vision Object detection DBRX Mistral Gemini Nano Qwen Bielik (Poland) Indus (India) Depth estimation Pose estimation Gemma Phi Ministral Reka Jai
Slide 11: What's next
What’s next INCREASING MODEL SIZE INCREASING QUALITY INCREASING CAPABILITIES 1-10B+ 20-60B+ parameters parameters Longer context Personalization 13-20B+ parameters 1-4B+ parameters + + 1-7B+ 1-10B+ parameters parameters Multi-modality Concurrent models 11
Slide 12: Supporting key use cases
EDGE AI Supporting key use cases Creating a new UI + Text creation and summarization Content creation across devices Photo / video editing Productivity AI assistants Code generation Live translation 12
Slide 13: Creating a new UI across devices: AI is the new UI
Creating a new UI across devices AI is the new UI Voice/audio Text/touch Photo Vision Sensors 13
Slide 14: AI is the new UI
Voice/audio Text/touch AI is the new UI Photo Vision Sensors 14
Slide 15: AI is the new UI
Voice/audio Text/touch AI is the new UI Photo Vision Sensors 15
Slide 16: AI is the new UI
Voice/audio Text/touch AI is the new UI Photo Vision Sensors 16
Slide 17: AI is the new UI
Voice/audio Text/touch AI is the new UI Photo Vision Sensors 17
Slide 18: Scale at the edge
Qualcomm Scale at the edge “Cr
Slide 19: Qualcomm has built the foundational technologies to drive AI at the edge
Qualcomm has built the foundational technologies to drive AI at the edge Train on cloud | Run on Qualcomm Hardware Software Orchestrator Tools OS CPU, GPU, NPU All frameworks, AI agents, planner, RAG, Qualcomm® AI Hub runtimes, delegates model selection Microsoft DirectML Qualcomm® AI Engine Direct
Slide 20: Cornerstone of edge AI leadership
CUSTOM CPU + GPU + NPU Cornerstone of Immediacy edge AI leadership Image and video processing Custom-designed IP, system-level design Best-in-class GenAI Sustained and performance and power efficiency pervasive usage Enabling on-demand, sustained and pervasive AI applications 20
Slide 21: Qualcomm has the IP for sustained leadership in edge AI
Chiplet Scalable Thermal integration high-memory bandwidth design Qualcomm has the IP for sustained leadership in edge AI Heterogeneous Package computing technologies 21
Slide 22: Unified AI software across our products
AI frameworks Unified AI software TensorFlow | PyTorch | ONNX | Keras AI runtimes across our products Qualcomm® Neural Processing SDK | Qualcomm® AI Engine direct | DirectML | ExecuTorch | TFLite (LiteRT) | ONNX Runtime Developer libraries and services Train on cloud Programming languages | Profiler
Slide 23: Qualcomm Agentic AI Orchestrator
Qualcomm ® Agentic AI Orchestrator 23
Slide 24: Qualcomm AI Hub
Qualcomm AI Hub ® Pick a curated model Free or paid ENABLING DEVELOPERS FOR SUPERIOR ON-DEVICE AI PERFORMANCE Device farm Models Services Bring your own model Pick a target Develop Test and validate Deploy Model is curated platform Cloud-hosted for you device or locally Tools Marketplace Bring your
Slide 25: Qualcomm AI Hub
1,000+ COMPANIES USING QUALCOMM AI HUB SERVICE AND SOFTWARE COLLABORATORS Qualcomm AI Hub ® One-stop solution for the edge AI developer ecosystem MODEL MAKERS 25
Slide 26: Key takeaways
Key takeaways EDGE AI IS INEVITABLE QUALCOMM LEADS EDGE AI Driven by performance, privacy, Train on cloud user interface and cost Run on Qualcomm 26
Slide 27: Thank you
Thank you 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 our licensing business, QTL, and the vast majority o