Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (September 2022)
10 slides from Qualcomm's investor day presentation, Sep 22, 2022
Slide 1: Qualcomm – Akash Palkhiwala, Chief Financial Officer
Qualcomm Akash Palkhiwala 7 Ze Chief Financial Officer Qualcomm Incorporated @qualcomifii—=
Slide 2: Automotive achievements since November 2021 Investor Day
Strong revenue growth from $975M in FY21 to ~$1.3B in FY22e Executed on initial ramp of digital cockpit, with 20 new vehicle launches Automotive achievements 1 2 Expanded ADAS/AD chipset roadmap to address Level 1 through Level 5 Since November 2021 Investor Day Completed Arriver transaction and acq
Slide 3: Automotive TAM expansion is accelerating
Automotive TAM expansion is accelerating $100B by 2030e Connectivity TAM by $16B $25B $59B Industry on path to connecting all vehicles category Connectivity/ Digital ADAS/AD Car2Cloud cockpit Digital cockpit Content per vehicle Increasing complexity – chipset and software $200 to $3,000 ADAS/AD Base
Slide 4: Design-win pipeline
Breakdown by domain $30B Design-win Design-win pipeline 1 $30B pipeline ADAS/AD >2X growth The leader in our addressable market $13B Digital cockpit Substantial design wins expected to be $6.5B awarded over the next two years Nov 2019 Nov 2021 Sep 2022 Connectivity Investor Day Investor Day Auto Inv
Slide 5: Revenue milestones and operating scale
Revenue milestones Strong revenue growth forecast Digital cockpit ramp started in FY22 ADAS/AD meaningfully ramps in 2026e >$9B $8B Nov 2021 90% of revenue forecast over next 4 years Investor Day target covered under existing design wins >$4B $3.5B Nov 2021 Operating scale Investor Day target FY22:
Slide 6: Incremental long-term opportunities
Incremental long-term opportunities Not included in revenue forecast Domain controllers Two-wheelers and e-bikes Last-mile autonomy Safety and zonal controllers Extend Snapdragon Digital Chassis Geo-fenced, low-speed for evolving car architecture to new categories autonomy applications
Slide 7: QTL automotive licensing program
5G connected vehicle per vehicle or QTL automotive Licensing program announced in 2020 $5 connected vehicle unit licensing program Strong licensing position Strong trend toward connected cars 50+ 5G connected vehicle license Established licensing program agreements to-date in 3G/4G 250M+ vehicle con
Slide 8: Winning the digital future of automotive
Winning the digital future of automotive Industry trends are Rapid adoption of $30B design-win Automotive is increasing demand our solutions is pipeline provides generating predictable, for our One Technology driving gains across confidence in revenue long-term earnings Roadmap global ecosystem grow
Slide 9: Safe harbor
Safe harbor 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 business, product, technology, financial and acquisition strategies, priorities, pla
Slide 10: 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. ©2018–2022 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved. Qualcomm