Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2024)
28 slides from Qualcomm's investor day presentation, Nov 19, 2024
Slide 1: Cristiano Amon
Cristiano Amon President and Chief Executive Officer Qualcomm Incorporated @cristianoamon 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 Technologies,
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: Enabling intelligent computing everywhere
Enabling intelligent computing everywhere 3
Slide 4: A connected computing leader
A connected computing leader The new Qualcomm Handsets Automotive PC XR Industrial Networking Other personal computing devices Best-in-class connectivity High-performance, Leading edge intelligence low-power computing 4
Slide 5: Our strategy in 2021
Our strategy in 2021 Platform of choice Preferred partner Drive the evolution Leading platform Power the digital for premium- and for the digital chassis of the PC for spatial computing transformation of high-tier Android industries smartphones 5
Slide 6: Our strategy is working
Our strategy is working 20% year-over-year growth in FY24 Android revenues Restored performance leadership to Android 6
Slide 7: Our strategy is working
Our strategy is working ~$45B QCT Automotive design-win pipeline, ~1/3 driven by ADAS 1 Snapdragon Digital Chassis is a key industry asset ® ™ Industry's most complete and scalable platform for software-defined vehicles (SDVs) 1. As of Nov. 19, 2024, the design-win pipeline reflects the current esti
Slide 8: Our strategy is working
Our strategy is working Snapdragon X Series — the first platforms ® to enable Copilot+ PCs Restored performance leadership to Windows >2.5X increase in design wins since launch; 58 platforms to date 8
Slide 9: Our strategy is working
Our strategy is working Chipset/platform of choice across major OEMS Strategic long-term collaborations with key partners 9
Slide 10: Our strategy is working
Our strategy is working SAM expansion and growth opportunity enabled by edge AI Qualcomm IQ Series for next-gen ® industrial IoT Qualcomm IoT Solutions ® Framework to drive scale 10
Slide 11: Our strategy is working
Our strategy is working Restored leadership to Leading Restored performance Platform of choice End-to-end intelligent the Android ecosystem automotive platform leadership to Windows PCs for XR industrial platform 11
Slide 12: Diversification and growth enabled by industry-leading technology roadmap
Best-in-class connectivity Diversification and High-performance, growth enabled low-power computing by industry-leading technology roadmap Leading edge intelligence 12
Slide 13: Best-in-class connectivity, high-performance, low-power computing
Custom-designed leading IP Complete hardware Best-in-class connectivity and software platforms Unique ability to scale IP Most differentiated High-performance, across opportunities product roadmap in low-power computing every industry we enter Focused approach to adding Delivering on our operating L
Slide 14: The industry leader in handsets
The industry leader in handsets World’s fastest mobile CPU World’s fastest NPU for on-device AI >5X premium-tier revenues World’s first relative to primary competitor 1 AI-enabled 5G and Wi-Fi Snapdragon 8 Elite performance claims based on internal data. 1. QCT FY24 Snapdragon 8 revenues scale relat
Slide 15: A proven framework for growth
A proven framework for growth Select industry with an Identify the Develop and/or Drive attractive SAM undergoing inflection point acquire leading revenue scale technology transition driving disruption technology assets SAM: Serviceable addressable opportunity 15
Slide 16: Leading automotive platform
Leading automotive platform INFLECTION POINT TECHNOLOGY ASSETS SCALE AND REACH Car becoming a computing space Snapdragon Digital Chassis ~$45B design-win pipeline Software-defined vehicles Acquisition of Arriver Working with all major global OEMs and Tier-1s Assisted driving and autonomy Co-developm
Slide 17: Redefined the PC
Redefined the PC INFLECTION POINT TECHNOLOGY ASSETS SCALE AND REACH Mobile and PC convergence Snapdragon X Series Global retail and commercial channel presence Competitive landscape Nuvia talent acquisition Strategic Qualcomm and Microsoft GTM Windows transition to Copilot+ Qualcomm Oryon CPU 58 des
Slide 18: Platform of choice for XR
Platform of choice for XR INFLECTION POINT TECHNOLOGY ASSETS SCALE AND REACH Merging of physical Purpose-built XR SoCs Strategic long-term collaborations and digital spaces with leading ecosystems Suite of perception technologies Smart glasses becoming Design wins with leading XR OEMs personalized w
Slide 19: End-to-end intelligent industrial platforms
End-to-end intelligent industrial platforms INFLECTION POINT TECHNOLOGY ASSETS SCALE AND REACH Next wave of digital Broad connectivity and processing roadmap Co-develop with halo customers transformation is at the edge Qualcomm IQ Series platforms for industrial Qualcomm IoT Solutions Framework ® ®
Slide 20: Increasingly relevant across industries
Increasingly relevant across industries 20
Slide 21: The power of collaboration and joint innovation
The power of collaboration and joint innovation KTC onyx Pure IDH
Slide 22: Unique position at the edge drives an expanded TAM
UNIQUE POSITION AT THE EDGE DRIVES AN EXPANDED TAM ~$900B 50B+ 2030 TAM connected edge devices CUMULATIVE SHIPMENTS 2024e-2030 TAM: Total addressable opportunity. A combination of third-party and internal estimates, as of Nov. 19, 2024. 22
Slide 23: AI is a generational opportunity
AI is a generational opportunity
Slide 24: AI is scaling rapidly at the edge
Performance AI and efficiency Privacy and security Immediacy is scaling rapidly Reliability at the edge Personalization User interface Cost 24
Slide 25: Uniquely positioned for GenAI in automotive
Uniquely positioned for GenAI in automotive AI Increases differentiation Copilot+ PCs are the new Windows PCs accelerates and is well aligned with our our strategy strengths and opportunities GenAI creates compelling use cases that drive XR scale CREATES INFLECTION POINT New capabilities drive deman
Slide 26: Qualcomm is the edge AI leader
Custom-designed IP Best-in-class performance Seamless AI hardware Qualcomm is (CPU, GPU, NPU) and power efficiency and software integration the edge AI leader Edge-focused developer On-device AI R&D for Unmatched scale ecosystem and tools sustained leadership across industries 26
Slide 27: Key takeaways
Key takeaways Successfully GenAI accelerates Significant Growing Delivering on our executing against demand for our opportunity for ecosystem of operating margin our diversification technology growth across new customers targets while investing strategy target industries and partners ahead of revenu
Slide 28: 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