Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2021)
34 slides from Qualcomm's investor day presentation, Nov 16, 2021
Slide 1: dl H |
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Slide 2: Owning and leading key technologies
: ° Owning and leading key technologies Technology leadership ® ere ae ine technology roadmap that scales extended to the edge across all end-market requirements om cg Oo ‘=~
Slide 3: One technology roadmap for the connected intelligent edge
One Connected technology intelligent edge roadmap ‘Eh
Slide 4: We have the essential technologies for mobile and the connected intelligent edge
We have the essential technologies for mobile and the connected intelligent edge o> & 10] e,) Edge Al Camera Graphics Processing Connectivity We control the roadmap that is driving digital transformation
Slide 5: Edge AI
Edge Al
Slide 6: Center of gravity of AI processing is moving to the edge
Center of gravity of Al processing is moving to the edge Privacy Reliability Immediacy Autonomy Efficiency Personalization
Slide 7: 5G V2X wireless sensor car makes local decisions
22 5G V2x wireless sensor Car makes Trainingdata local decisions a @ > 3DHDmaps Maps Latency Upgraded models 9 Precise positioning Reliability Efficiency
Slide 8: We apply AI broadly across our business
We apply Al broadly across our business TSE Ta Superior Enhance ® [> | e solutions comme nen Ls F Al Po | en Audio RNR Modem a ao ¢ 0 of ) ‘QUALCOMME A ENGINE AIR&D Enabling Create developer ecosystems eo @ ) Ganzomm Al Engrs ha podict of Guckomnmn Techocegle onder wtedaee
Slide 9: AI focus: Energy efficient computation
Al focus: Energy efficient computation Neural engine performance vs. power . Nenine 1 Faster neural engine performance atthe same power Matches peak competitor performance using 50% of the power Sets eel plan neg, ecu TE peng 2 listen gee 2a So coon od
Slide 10: Edge AI requires support for all key ecosystems across markets
Edge Al requires support for all key ecosystems across markets Tt @xnet &) ONNX © PyTorch Caffe S Caffe2 PP PaddePaddie Tools/compilers: AIMET TVM Models: ResNet SSD MobileNet BERT VDSR DeepLab cy Ft GuoleomNewal rocensing SOK meee Arce Neuro Networs AP WinML Qualcomm? Al Engine direct NNAPI Quskarm
Slide 11: Camera
Camera
Slide 12: Snapdragon raises the bar in camera quality year over year
Snapdragon raises the bar in camera quality year over year a A a Hy DXOMARK 2019 2020 2021 2022 Camera quality Xiaomi Mi CC9 Pro Oppo Find X2 Pro Xiaomi Mitt Ultra Next-gen benchmark lab Premium Edition Snapdragon 121 score 124 score 143 score
Slide 13: Snapdragon raises the bar in camera quality year over year
Snapdragon raises the bar in camera quality year over year a A a Hy DXOMARK 2019 2020 2021 2022 Camera quality Xiaomi Mi CC9 Pro Oppo Find X2 Pro Xiaomi Mitt Ultra Next-gen benchmark lab Premium Edition Snapdragon 121 score 124 score 143 score
Slide 14: Contextual awareness Snapdragon low-light video capture enhanced by AI
Contextual awareness Snapdragon low-light video capture enhanced by Al Al makes our camera even better
Slide 15: Extending and scaling our camera technology across markets
Extending and scaling our camera technology across markets Dense optical flow _ 24-bit HDR Eye tracking Room scale a) =
Slide 16: GPU Graphics
# GPU # Graphics
Slide 17: Fully scalable with large opportunity for continued growth
r . Fully scalable with 9:00 ‘ large opportunity for ° ° a continued growth RB | | @) | | Best in-class performance per watt e Best sustained gaming He performance Qualcomm® Adreno™ GPUs shipped across — Scalable from super low-power smartphones, PCs, tablets, cars and lol devices 9:00 to highly dem
Slide 18: Better sustained graphics performance compared to closest mobile competitor
Better sustained graphics performance compared to closest mobile competitor Meme) Next-gen Snapdragon Closest competitor
Slide 19: Adreno GPU scales to serve different markets
Adreno GPU scales to serve different markets GC 0 @ OF Wearables ‘Smartphones XR S 03 TFLOPs 1S+ REO es
Slide 20: Processing
Processing
Slide 21: Next-generation CPU leadership
Next-generation CPU leadership | Arm-compatible CPU designed by Nuvia team aos Securt spootal M-series competitive solution for the PC. ‘astConnect Designed to set the performance benchmark for Windows PCs Leadership in sustained performance and battery life Will be extended to mobile, automotive an
Slide 22: ae oO) S =
ae oO) S = 20 Edge Al Camera Graphics Processing Connectivity
Slide 23: Industry-leading connectivity
Industry-leading connectivity Technology ownership allows for fast adoption of new features and performance enhancements ——> Wi-Fi (()) Bluetooth GNSS / Location
Slide 24: 3GPP releases and 5G evolution
bee Eres n unicansedspectur 6-)_Untcensed spectrum cess mu ‘ Enhancements ed chanel ceeg torcoveage wth IB, ptnk IMO Af New pect os te for smartphones 3GPPRelease 15 —— Release 16 Release 17 Release 18+ SGAdvaneed + Enablement of 2021 71.5-2 YEARS BETWEEN RELEASES: new device types i tb oFOH me Doma
Slide 25: Our 5G Modem-RF portfolio supports every network in the world
Our 5G Modem-RF portfolio supports every network in the world Addressing massive Global reach and scale RF complexity Band combinations possible! Operators? Handset OEMs® 1 poductfnkamm chro, andor es wiores G0+ Non-handset OEMs? Mature modem-RF roadmap 4th gen 5G baseband 4th gen mmWave modules 2°4
Slide 26: Modem RF transceiver
Modem RF transceiver Unmatched co-design and system- level integration Best-in-class Modem-RF leadership components Power amps Acousticfilters RF switches GLU heroes Yi {| Antenna Tuner Envelope tracker RF Front-end @ all K i S Real world throughput average speed, consistency Thermal performance For
Slide 27: Industry-leading filter portfolio
Industry-leading filter portfolio 2020 ‘Strongtraction Qualcomm* ultraSAW Filter Technologies 5G low-band transmit © Qualcomm Technologies © Closest compatitor 2021 High performance for higher bands 5G mid-band passband Qualcomm* ultraBAW Filter Technologies aS
Slide 28: Better design for superior modem-to-antenna performance
ier design for superior modem-to-antenna performance Leading power ampli 0, Power efficiency 30 % {0} © Qualcomm Technologies system enhancement (envelope tracke) ifeme 7 2020 2 2022 Previous gens Current gen Next gen Custom InGaP HBT transistor for better output power and efficiency Envelope tracki
Slide 29: Snapdragon Modem-RF system
Snapdragon Modem-RF system From R&D to multi-tier modem-RF roadmap, enhanced with Al < hy 000 e60 Smartphones Mobile broadband Tablet loT/Robotics = 8 5 Aa Personal computing Fixed wireless access Automotive
Slide 30: One technology roadmap for the connected intelligent edge
One technology roadmap for the connected intelligent edge a) ns ah as ro) pom Ce Edge Al Camera Graphics Processing Connectivity
Slide 31: The technology roadmap for the connected intelligent edge
The technology roadmap for the connected intelligent edge a | wae need i 4 | amt
Slide 32: Industry-leading patent portfolio
Industry-leading patent portfolio WORLDWIDE ACTIVE PORTFOLIO 1 O O Countries and regions 1 40 K+ Granted patents/ with patents issued pending applications Fundamental 4G and Broad strength across enabling 5G cellularinnovation and related innovation System-level design RF and antenna W-Fi and local
Slide 33: Qualcomm
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Slide 34: Safe harbor
Safe harbor Inoxtion to histor Information. this presontction contains fowerc:icoking statemerts that are inherertly subject to risks end uncertalties, including but net limted to statements regarding our business, procuct, technoloey, inancict arc ‘ecquistion strategies, prcrties, plons. vers, oppo