Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2019)
29 slides from Qualcomm's investor day presentation, Nov 19, 2019
Slide 1: 2019 Analyst Day
ks | All si ae,* r. James Th . James. : _~ EVP, Engineering, Qualcomm Technologies, Inc. and bro = i
Slide 2: Safe Harbor
Safe Harbor In addition to the historical information contained herein, this presentation and the conference call that accompanies it cortain forwarc+looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding: our business, product. t
Slide 3: Technology strategy, 5G innovation, Mobile platform leadership
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Slide 4: The Qualcomm innovation factory
The Qualcomm innovation factory Organization, culture and engineering talent to accelerate invention “he Technology 5410 years development 2-5 years
Slide 5: World-class technology portfolio
World-class technology portfolio Wireless connectivity 2G/3G/4G/5G 802.11 n/ac/ax (Wi-Fi 6) 802.1lad (60GHz) Bluetooth . | 802154 8 Cvx Connectivity Computing GNSS/Location RF Front-End Power amps LNAs Acoustic filters Antenna tuner RF switches Envelope tracker Processors CPU/GPU/DSP/Al processor Me
Slide 6: We apply AI broadly across our business
We apply Al broadly across our business Enhance eras alia (Se) 1 '@) Create years of Al R&D Application layer Software layer Over one billion Al-capable devices Hardware layer enabled with our technology Technologies Products Ih ® &y [> | Ss ( Camera Video Voice - Audio ARIVR Modem R R Qualcomm? Al
Slide 7: Leveraging our R&D in other industries
Leveraging our R&D in other industries Well positioned to address large opportunities with incremental investments Connectivity a i Core tech BG me AP/Multimedia = v ualconmn = 6 @o ugk Vv , B v oo © v Gg v ~~ S v Mobile platform reuse Vv v aS
Slide 8: R&D leverage in automotive
R&D leverage in automotive Telematics Derived from Modem-RF System Ethemet C-Vv2x Infotainment Derived from Qualcomm Snapdragon™ Mobile Platform Synchronized multi-display Instrument cluster support Mult#-OS support Automotive safety support GPU context switching Surround view HDR camera ADAS Derive
Slide 9: Technology strategy, 5G innovation, Mobile platform leadership
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Slide 10: (cs sc =a
(cs sc =a 1S-95 (CDMA) ‘CDMA2000/EV-DO LTE, LTE Advanced, WCDMA/HSPA+ Gigabit LTE 5G New Radio (NR)
Slide 11: Long-term, early R&D
Long-term, early R&D © © = Continuous =D Research & Development — ae . MED sr cire Investing ahead —.... of the industry = ED o: HPA (COMAZ000 HEV.00 Re. 8 HSUPA $60B SEED cic 2709 Commercialization =I “ ™ mE 1985 1990 1995, 2000 2005 2010 2015 2020 2025 uoleonm RAD deta ese FY
Slide 12: Qualcomm innovations established the 5G foundation
I &) Qualcomm innovations established the 5G foundation Advanced Massive Scalable Mobile Flexible slot-based channel coding MIMO OFDM-based mmWave framework air interface Ney CU — a JIN * - More efficient delivery of Increased network Diverse spectrum and Extreme capacity Forward compatibility multi
Slide 13: 5G roadmap extends for 10+ years
I 1) 5G roadmap extends for 10+ years Driving innovation to enhance smartphones and transform other industries 3GPP | Rel. 15 Continued innovation for new verticals, deployments, use cases, and spectrum
Slide 14: Technology strategy, 5G innovation, Mobile platform leadership
Technology 5G innovation Mobile platform strategy leadership leadership
Slide 15: Leadership in key mobile technologies
Leadership in key mobile technologies Features, power, performance, and cost leadership Modem-to-antenna Camera
Slide 16: mmWave antenna module
mmWaveantenna module 5G leadership requires a comprehensive modem-to-antenna solution Invested early to build a differentiated end-to-end system 5G multimode modem RF transceiver
Slide 17: Modem leadership across every generation
Modem leadership across every generation Consistently delivering leading performance and efficiency uelermirl esig Viele WCDMA (ha VaLTE tk Dota eludes FOBLTE Gat s/o? Snapdragon Intel X24LTEModem XMM7660 Total transistors >2x transistors Peak data rate 20% lower Voice power 50-60% higher Data power
Slide 18: An order of magnitude increase in 5G RF band combinations
An order of magnitude increase in 5G RF band combinations Early 5G combinations 4G carrier aggregation combinations 1,000+ 10,000+
Slide 19: RF competitor comparison
——— RF competitor ————— Qualcomm — sex gorvo. sions’ -muRata Modem-to-antenna portfolio (E2E) Power Amps: MMPA Power Amps: PAMIDs. LNA/Filter modules Power tracker A leader in aloo RF Front-End Filters/Antennas: POG/LTCC Filters: BAW/FBAR Filters: SAW Filters: TC/TF-SAW Modem intelligence and SW Ful
Slide 20: Our new TF-SAW is a performance leader
Our new TF-SAW is a performance leader Band40 Passband — Qualcomm TFSAW Band41 Passband — Quolcomm TFSAW Insertion Loss (dB), Frequency (MHz) ‘Competitor T-SAW Insertion Loss (dB), Frequency (MHz) = Qualcomm BAW4.0 — Competitor BAW Competitor FBAR 0) 4 2 3 4 (lll 2280 2330 2380 2420 2485 2535 2585,
Slide 21: Comprehensive Modem-RF System delivers a better solution
Comprehensive Modem-RF System delivers a better solution Qualcomm snapdragon X55 5G modem-RFS 5G adaptive antenna tuning Improved performance ‘throughput range Qualcomn? envelope tracker Superior power efficiency 7h%, boter poner perormence a... ‘Output power corresponding to ‘wansmision mode. Short
Slide 22: RFIC
RFIC Support for multiple antenna modules and antenna switching Qualcomm®QTM 5G — mmWave antenna module ™* Antenna modules Baseband Digital Transceiver Power Low noise Switches ae as Qualcomm® Snapdragon™ X50/X55 Integrated antenna array Architecture allows flexible 5G mmWave architecture and RFFE f
Slide 23: Qualcomm Adreno GPU provides leading performance
Qualcomm’ Adreno GPU provides leading performance Key technology for mobile, computing, loT and automotive We ship of GPUs every year (Performance/watt) (Performance/mm?) Manhattan 3.0 benchmark across iterations Fromes per second FPS 10 Minutes Qualcomm next generation Next best competitor 6 20
Slide 24: We power the most smartphone cameras on the planet
We power the most smartphone cameras on the planet Xiaomi Mi CC9 4K Ultra HD, 30fps e © Best DxOMark score Best video score Best stabilization score 4K Uttra HD, 30fps
Slide 25: Bringing the cloud closer to devices at the edge
Public network Cloud Edge cloud On-device Bringing the cloud closer to devices at the edge Private networks
Slide 26: Most power efficient in industry
beading © Most power efficient in 1 industry Multi-core Al design delivers leading performance (Performance/watt) Resnet 34 Inceptionv3 MobileNet-SSD DeepLabv3+ II Sropdragon 855. Competitor
Slide 27: Qualcomm AI Engine scales efficiently across products
Qualcomm Al Engine scales efficiently across products Extending core technology to new opportunities Cloud/Cloud Edge Al Qualcomn? Cloud Al 100 * accelerators a Leverages mobile Improvement interconnects and interfaces Improvement Al Engine
Slide 28: Key takeaways
Key takeaways Scale of mobile investment gives us an unmatched technology portfolio We efficiently leverage our large mobile technology investment into other industries 5G leadership comes from a 30-year commitment to research 5G strongly benefits modem-to-antenna design We are driving the powerful
Slide 29: Thank you
Thank you Followuson f W in © For more information, visit us. www.qualcomm.com & www.qualcomm.com/blog