Qualcomm Incorporated · NASDAQ:QCOM

Qualcomm — Investor Day (November 2024)

22 slides from Qualcomm's investor day presentation, Nov 19, 2024

  1. Slide 1: Alex Katouzian

    Alex Katouzian Group General Manager, Mobile, Compute, XR and Wearables 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 Tec

  2. 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

  3. Slide 3: PCs are undergoing a significant transition

    PCs are undergoing a significant transition On-device AI Custom Qualcomm ® Qualcomm Hexagon NPU ™ Oryon CPU ™ Multi-day Great multimedia Thin and light Always battery life experiences form factors on 3

  4. Slide 4: The AI PC has arrived

    The AI PC has arrived Highest performance, 40+ on-device AI models longest battery life optimized on Snapdragon ~100M NOTEBOOKS PER YEAR >$500 TO BE COPILOT+ CAPABLE BY 2029 A combination of third-party and internal estimates, as of Nov. 19, 2024. 4

  5. Slide 5: Snapdragon X Series platforms engineered for leading performance

    Snapdragon X Series ® platforms engineered for leading performance SoC optimizations per Watt CPU GPU NPU ISP Audio and video 22 hours of video playback 15 hours of web browsing System-level optimizations Pervasive on-device AI Power Speaker Charging Wi-Fi Bluetooth ® management amp 5

  6. Slide 6: Broad roadmap of category-leading platforms

    Broad roadmap PREMIUM 12 CPU cores 70% of category- $1,000+ notebook volume addressable by 2026 leading platforms HIGH 10 CPU cores Full software and pin compatibility across all platforms MID 8 CPU cores 58 100+ design wins devices targeted to Integrated NPU with 45 TOPS for consistent launched or

  7. Slide 7: Performance per Watt leadership now belongs to Snapdragon

    Geekbench Single-Core Better performance, lower power Performance per Watt leadership now belongs to Snapdragon CPU performance is based on Geekbench v6.2 Single-Core on Windows 11 OS run from March to October 2024. Snapdragon X Elite was tested using a Qualcomm reference design. Intel Core Ultra 9

  8. Slide 8: Performance per Watt leadership now belongs to Snapdragon

    Geekbench Single-Core Performance per Watt leadership now 10% belongs to Snapdragon 38% SNAPDRAGON COMPETITOR PEAK DELIVERS UP TO PERFORMANCE REQUIRES 10% 38% faster CPU performance more power vs. competitor at iso-power CPU performance is based on Geekbench v6.2 Single-Core on Windows 11 OS run fro

  9. Slide 9: Performance unplugged

    Performance Snapdragon X Elite No drop in performance unplugged AMD Ryzen AI 9 300 Series -30% Geekbench Single-Core Intel Core Ultra 7 Series 2 -45% CPU performance is based on Geekbench v6.2 Single-Core on Windows 11 OS run in October 2024, Snapdragon X Elite (XIE-80-100) was tested using a Dell X

  10. Slide 10: Single-thread performance

    Geekbench Single-Core Generational leap 3rd gen 2nd gen Qualcomm Oryon CPU in performance and Snapdragon X Elite 30% power efficiency Single-thread performance 57% 2 gen Qualcomm Oryon CPU nd DELIVERS UP TO PERFORMANCE REQUIRES 30% 57% faster CPU performance less power than vs. Snapdragon X Elite at

  11. Slide 11: Hexagon NPU is the most power-efficient AI engine

    Hexagon NPU is the most power- efficient AI engine COMPETITOR PEAK PERFORMANCE REQUIRES 311% 311% *AMD Ryzen AI 300 Series does more power on battery not run Procyon AI on the NPU Performance and power measured while running UL Procyon AI Computer Vision on the NPU run in Windows 11 in October 2024.

  12. Slide 12: All the apps you need

    All the apps you need ~90% of time spent on PC is in apps that run natively on Snapdragon Microsoft, May 20, 2024. 12

  13. Slide 13: 1,300+ games

    1,300+ games 700+ at 1080p and 60fps+ Optimized for casual gaming 13

  14. Slide 14: Go-to-market focus areas

    Go-to-market focus areas Snapdragon brand Retail Commercial Enterprise 14

  15. Slide 15: Extending the Snapdragon brand

    Extending the #1 Consumer preference Building brand Snapdragon brand in Android smartphones globally awareness and preference in PC Qualcomm global brand tracker 15

  16. Slide 16: Global retail presence

    Global retail presence 95% of retail volume in top PC markets covered with 1 9,300+ stores selling PCs powered by Snapdragon Internal estimates. 1. U.S./Canada, United Kingdom, Japan, France, Germany, Australia/New Zealand; >$800 . 16

  17. Slide 17: Retail partner spotlight

    IN STORE Retail partner 100% Snapdragon products and branding displayed prominently on Microsoft Feature tables spotlight Best Buy U.S. stores with Snapdragon X Series products 1 Dedicated Snapdragon field sales team and weekly training for Best Buy employees in 600+ stores 30,000+ ONLINE Snapdragon

  18. Slide 18: Commercial channel and enterprise momentum

    Commercial channel COMMERCIAL and enterprise momentum ENTERPRISE 40+ 500+ top commercial top global enterprises channel partners currently testing Snapdragon Internal data, as of Nov. 19, 2024. 18

  19. Slide 19: Commercial partner spotlight

    Commercial partner spotlight Retail partner spotlight 500+ TRAINING AND ENABLEMENT Ongoing virtual and in-person training across all sales teams salespeople trained Technical support for internal testing and customer evaluations Joint customer engagement with top mutual enterprise accounts 2,000+ In

  20. Slide 20: Enterprise spotlight

    Enterprise “ Snapdragon X Series devices are among the best tools for our employees. The performance gains we’ve experienced from the “ At Citi, we’re proud of the partnership with Qualcomm that brought Windows on Snapdragon to the enterprise. Thanks to this partnership, critical security and manage

  21. Slide 21: Key takeaways

    Key takeaways Snapdragon is Sustained Proven Establishing brand Scaling with the platform for differentiation software with investment lighthouse retail, the future of AI PCs in performance and app across the commercial and and battery life compatibility marketing funnel enterprise partners 21

  22. Slide 22: 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

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