Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2024)
17 slides from Qualcomm's investor day presentation, Nov 19, 2024
Slide 1: Nakul Duggal, Group General Manager, Automotive, Industrial and Cloud
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: Delivering on commitments
Delivering on ~$45B 55% commitments Design-win pipeline year-over-year QCT Advanced driver assistance systems and Automotive revenue 2022 Qualcomm autonomous driving (ADAS/AD) solutions growth in FY24 represent ~1/3 of design-win pipeline Automotive Investor Day Leadership in connectivity, computing
Slide 4: Leading the path to AI-ready vehicle compute architecture
Leading the path to AI-ready vehicle compute architecture Luxury- to entry-tier roadmap Developed to comply with automotive industry standards Common compute fabric across ADAS/AD and cockpit Globally deployed Fully validated HW/SW platform incorporating safety by design 4
Slide 5: Tools and development platform
Qualcomm® AI Hub Foundation for the Tools and development platform software-defined vehicle Open, programmable platform for Digital consumer automotive and AI development ecosystem pre-integration AI infrastructure for the Complex real-time automotive multi-modal GenAI cockpit ecosystem pre-integrat
Slide 6: Defining industry-leading automotive compute architecture
Defining industry-leading SNAPDRAGON Ride L4 andRide above L4 andRide above automotive compute architecture SNAPDRAGON L4 and above FLEX RIDE Super premium SNAPDRAGON FLEX Vision systems Infotainment SNAPDRAGON FLEX Driver assistance Cockpit Cockpit experience ADAS Vision entry1 Info- Automated driv
Slide 7: Unlocking a new era of automotive intelligence
Unlocking a new era of automotive intelligence Pre-integrated AI Automotive quality, COCKPIT 5th gen automotive ASIL-D hypervisor with ADAS/AD Advanced automated driving enablers for edge AI safety and reliability architecture multi-OS virtualization Hardware and software co-designed, end-to-end arc
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Slide 10: Orchestrator for multi-modal inputs
Digital life Orchestrator for multi-modal inputs In-cabin Around the vehicle 10
Slide 11: Full stack product
L4 Address to address L3 Highway pilot L3 Commute pilot AD cloud and workbench L3 Advanced highway ✓ • Data simulation factory L2+ Country drive assist ✓ • Reprocessing, ground truth, data L2+ Urban and downtown drive assist ✓ • ML operations Customer AD functions L2+ Highway drive assist ✓ Complete
Slide 12: Snapdragon Ride Platform ADAS/AD Stack
Snapdragon Ride Platform TM ADAS/AD Stack Commercial launch 2H 2025 Co-developed ADAS System and Drive Policy Stack with BMW Supports 5 gen th Hardware-software co-design L1 to L3 computer to achieve industry standards vision stack of safety and reliability L2+ to be commercialized in 2025. 12
Slide 13: Autonomy level
SNAPDRAGON Driver RIDE Assist Snapdragon Flex URBAN SNAPDRAGON Cockpit and FLEX Driver Assist Autonomy level SNAPDRAGON Highway Cockpit FLEX SNAPTDRAGON COCKPIT Snapdragon Ride Computer Vision/Drive Policy stack and Snapdragon Cockpit on the same SoC SOP ‘26 SNAPDRAGON Reducing compute and software
Slide 14: Car-to-cloud development platform
Cloud-Native software development AD/ADAS Apps Cockpit App Applications/ Deploy customer functions Workbench–develop/test Code Build Unit test Integration test C2C connected services Physical/virtual SoC Data and simulation factory AGILE ML training and Data collection and harvesting Data ingestion
Slide 15: Global ecosystem
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Slide 16: Key takeaways
Key takeaways Executing to Snapdragon GenAI reinforces Additional growth strategy as outlined Digital Chassis digital cockpit opportunities for at 2022 Automotive is the industry’s leadership ADAS stack post Investor Day preferred platform 2H 2025 16
Slide 17: 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