Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2019)
15 slides from Qualcomm's investor day presentation, Nov 19, 2019
Slide 1: Alex Rogers, EVP and President, Qualcomm Technology Licensing
Alex Rogers EVP and President, Qualcomm Technology Licensing, Qualcomm Incorporated
Slide 2: Safe Harbor
Safe Harbor In addition to the historical information contained herein, this presentation and the conference call that accompanies it contain forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding: our business, product, t
Slide 3: Qualcomm Technology Licensing (QTL)
Qualcomm Technology Licensing (QTL) Foundational, Inclusive Accelerating Extending tech— enabling technology growth in mobile more people in technology transfer more places $60B 140,000+ 13B+ R&D investment Patents and patent applications Licensed devices Qualcomm R&D data as of Q4 FY19.
Slide 4: Creating IP value
3GPP Rel. 20+ 3GPP Rel. 19 3GPP Rel. 18 Continuous 3GPP Rel. 17 3GPP Rel. 16 R&D leadership 3GPP Rel. 15 5G NR R&D 3GPP Rel. 14 3GPP Rel. 13 LTE Advanced Pro 3GPP Rel. 12 Continuous 3GPP Rel. 11 3GPP Rel. 10 LTE Advanced standards leadership Creating IP value Standards 3GPP Rel. 9 3GPP Rel. 8 LTE 3G
Slide 5: Inventing solutions to problems that "can't be solved"
Inventing solutions to problems that “can’t be solved”
Slide 6: Qualcomm patent portfolio
Qualcomm patent portfolio Worldwide active portfolio Core mobile technologies 140,000+ Cellular RF and antenna Connectivity and location Granted patents/pending applications Power and charging Sensors Patents issued in Processing and interfaces 100+ Multimedia Imaging Software and security Countries
Slide 7: Leadership in 5G IP
Leadership in 5G IP Self-contained slot structure Mission-critical design End-to-end systems New 5G innovations architecture ~75% Advanced channel coding Dynamic antenna tuning Reciprocity-based mmWave solutions that enable commercial mobile deployment driving 5G features MU-MIMO of Qualcomm 4G pate
Slide 8: Qualcomm innovation at the core of 5G
Qualcomm innovation at the core of 5G Release 15 Advanced Massive Scalable Mobile Flexible slot-based channel coding MIMO OFDM-based mmWave framework air interface More efficient Increased network Diverse Extreme Forward delivery of multi- coverage and spectrum and capacity and compatibility and Gbp
Slide 9: Ongoing innovation through 5G releases
Ongoing innovation through 5G releases Enhancing broadband and enabling new verticals Smartphones and beyond Automotive Fixed Wireless High-precision Direct and enterprise positioning communication Industrial IoT Advanced power Mission-critical saving and mobility design Unlicensed New deployment sp
Slide 10: Qualcomm innovation driving 5G forward
Qualcomm innovation driving 5G forward Release 16 High-precision Advanced Direct New Mission-critical Unlicensed positioning power saving communication deployment design spectrum and mobility models More accurate Better device Advanced New use cases Ultra-high Improved indoor and outdoor performance
Slide 11: Qualcomm innovations that enable 5G commercial success
Dynamic antenna tuning Envelope tracking in Sub-6 GHz Multi-radio coexistence optimizations Qualcomm innovations Consumers Antenna sharing and Valuable that enable 5G high antenna efficiency implementation commercial success Beamforming and beam Operators management optimizations patents Power savin
Slide 12: Unmatched patent portfolio value
Over: 300 License agreements Unmatched to date patent portfolio 30+ years of Foundational Fundamental Valuable 75 value wireless R&D and standards system-level innovations inventions enabling 5G implementation patent portfolio 5G license agreements to date leadership and IP across R15, R16+ 3G, 4G,
Slide 13: History of successful execution
China patent licensing program: 150+ new license Samsung Apple LGE agreements signed amendment agreement agreement signed signed signed History of successful 2015 2017 2018 2019 execution Qualcomm 5G NR royalty 75+ 5G licensing vs. 7 4G licensing terms published agreements two agreements two years a
Slide 14: Key takeaways
Unmatched patent portfolio value Continuous R&D and standards leadership Foundational, system-level innovations and IP Fundamental inventions enabling 5G Key takeaways Strong execution 75+ 5G agreements Multi-year anchor agreements recently signed Well positioned for the future
Slide 15: Thank you
Thank you Follow us on: For more information, visit us at: www.qualcomm.com & www.qualcomm.com/blog Nothing in these materials is an offer to sell any of the components or devices referenced herein. Nothing in the videos References in this presentation to “Qualcomm” may mean Qualcomm Incorporated, Q