Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2024)
25 slides from Qualcomm's investor day presentation, Nov 19, 2024
Slide 1: Nakul Duggal
Nakul Duggal Group General Manager, Automotive, Industrial and Cloud 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, Qualcomm Techno
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: Qualcomm —aramcofl
Qualcomm —aramcofl
Slide 4: AI is transforming industries
AI is transforming Industry verticals industries Consumer Retail Logistics Hospitality Manufacturing Energy Healthcare devices Point of sale Sensor modules Access control Sensors Sensors Smart appliances Industrial handhelds Meters Security and Robotics Handheld M E GA T R E ND S surveillance AI kio
Slide 5: The intelligent edge
Machine-to-machine interaction Human-to-machine interaction Agents à Local Inference/Local Database à Cloud inference/Enterprise Database The intelligent CLOUD EDGE (DATA Inference RAG database Event RAG INDEXING edge CENTER) Video SaaS database LLM NEAR-EDGE NETWORK SERVER 100B - 200B parameters AI
Slide 6: Edge intelligence requirements
SENSE ANALYZE INFER AUTOMATION EDGE Robotics INFERENCING HIGH Drones Edge intelligence requirements INDUSTRIAL 50 - 500 TOPS AI at the edge is CONNECTED AI Sensing PRODUCTIVITY Pervasive edge intelligence Computing AI Industrial safety ACCELERATOR High-performance Actuation WORKER and control ASSIST
Slide 7: Essential technologies for the evolution of the Industrial IoT
BEST-IN-CLASS HIGH-PERFORMANCE, LEADING EDGE CONNECTIVITY LOW-POWER COMPUTING INTELLIGENCE RF Front-End LPWA App Location Computer Energy-efficient Multimedia OS Robotics Drones NPU framework vision compute ecosystems Essential technologies for Wi-Fi Modem Bluetooth Power line Satellite Graphics CPU
Slide 8: Qualcomm Industrial and Embedded IoT portfolio
Qualcomm Industrial and Embedded IoT portfolio Chipset Hardware and software stack Edge AI infrastructure Services and deployment Solutions Location and observability 8
Slide 9: Industrial IoT portfolio
Chipset Software stack Qualcomm AI Hub Services and deployment Solutions Qualcomm Aware™ COMMERCIAL Biometrics Hypervisor VISION MICROSERVICES Bootloader OSTREE Pick Consumer a model from Camera streaming Video storage Retail Camera/CamX PulseAudio library or BYOM Enterprise Codec2/OMX Robotics SDK/
Slide 10: Qualcomm IQ Series
Qualcomm IQ Series ® Serving many verticals Edge AI ready Industrial grade, safety grade, AI ready – up to 100 TOPS Experiences Autonomous Camera and Display and Security Safety Real-time mobility imaging multimedia critical critical latency critical Qualcomm® Adreno™ GPU SLM/LLM framework CPU Compu
Slide 11: A new TCO equation and deployment topology as AI runs on the Edge
A new TCO equation and deployment topology as AI runs on the Edge WORKER PRODUCTIVITY VIDEO SURVEILLANCE AND SAFETY INSPECTION, ROBOTICS AND DRONES 3 RETRIEVAL AUGMENTED RETRIEVAL AUGMENTED Cloud GENERATION Cloud VID EO SA A S Integration with Cloud GENERATION Edge AI (RAG) INDEXING Edge 2 cloud for
Slide 12: A new TCO equation and deployment topology as AI runs on the Edge
A new TCO equation and deployment topology as AI runs on the Edge WORKER PRODUCTIVITY VIDEO SURVEILLANCE AND SAFETY INSPECTION, ROBOTICS AND DRONES 3 RETRIEVAL AUGMENTED Cloud Edge AI DATABASE GENERATION (RAG) INDEXING Cloud VIDEO SAAS Integration with Cloud Edge AI DATABASE RETRIEVAL AUGMENTED GENE
Slide 13: Industrial connectivity roadmap
Industrial connectivity roadmap Industrial connected gateways - factories, automation routers and hotspots Industrial First responder connectivity 5G Modems Transportation gateways - road, rail, air, ports Satellite Communication 5G Qualcomm LTE Modem Meters and smart grid 5G Redcap Qualcomm LPWA Ca
Slide 14: Qualcomm Aware Platform
Qualcomm Aware Platform ™ Enabling visibility and data accessibility across devices EDGE DEVICES SIMPLE TO CLOUD PLATFORM Global services ALERTS AND MODULES COMPLEX DEVICES for a range of applications Human-Hardhat arrived Work Zone A1 Machine-Drill left Work Zone B2 Wi-Fi Cellular POSTAL LOGISTICS
Slide 15: Edge intelligence expands size of opportunity
Edge intelligence expands Qualcomm CLOUD SAAS Location as a service | Observability as a service Aware™ size of opportunity NETWORK EDGE AI Edge box | AI Inference Accelerator COMMERCIAL AI EDGE INDUSTRIAL AI EDGE INDUSTRIAL CONNECTIVITY EDGE $50B Retail Aerospace Consumer Trackers Shelf Modem Indus
Slide 16: Building an industrial blueprint for digital transformation
Building an industrial blueprint for digital transformation Curated suite of technologies, products and solutions designed to address the needs of multiple industries 16
Slide 17: Energy
Energy Worker Worker safety assistance Site Site operations safety Asset Asset monitoring maintenance 17
Slide 18: Energy blueprint
Energy Worker safety Site Asset monitoring Site BLUEPRINT and assistance safety and maintenance operations ECOSYSTEM Use Worker and Emergency Virtual assistants Site operations cases site safety response Electric utilities and energy Products Smart Industrial edge Handhelds Industrial PC service pro
Slide 19: Retail
Retail Customer In-aisle experience Point of sale Frictionless Operational efficiency 19
Slide 20: Retail blueprint
Retail Customer Operational In-aisle Point of sale (PoS) BLUEPRINT experience efficiency ECOSYSTEM RESTAURANTS/ Use Worker Loss Price Picking CONSUMER Self-checkout cases assistance prevention automation efficiency RETAILERS FINTECH PACKAGED GOODS Go-to-market Products Electronic Smart PoS IP camera
Slide 21: Blueprint for every vertical
ENERGY RET AI L C ONSU MER MANU F AC T U RI NG Worker safety Site operations Customer Point of sale Automation Plant intelligence Collaboration Infotainment and assistance and safety experience Worker safety Site analytics In-aisle Home Health and Asset Asset Worker assistance Transportation Operati
Slide 22: Built to scale
Built to scale SOFTWARE AND DEVICE MODULE CHIPSETS ENABLERS SOLUTIONS ODM OEM DISTRIBUTORS SIs END VERTICALS INFRASTRUCTURE CATEGORIES MAKERS COMMERCIAL SOFTWARE STACK ENERGY Consumer Industrial EV charging/ Retail Intelligent Qualcomm AI Stack, ® Trackers Scene detect, Public safety, gateway meter
Slide 23: Power of the ecosystem
Power of the ecosystem KTC onyx Pure IDH 23
Slide 24: Key takeaways
Key takeaways The edge is now The enterprise is GenAI is an Delivering the most connected and preparing for AI accelerant for digital comprehensive intelligent first workflows transformation Industrial IoT solutions 24
Slide 25: 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