1 / 33

Powering the Mobile Computer: CDMA and the 3G wireless revolution

Powering the Mobile Computer: CDMA and the 3G wireless revolution. Klein S. Gilhousen Senior Vice President QUALCOMM. Safe Harbor.

wauna
Download Presentation

Powering the Mobile Computer: CDMA and the 3G wireless revolution

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Powering the Mobile Computer: CDMA and the 3G wireless revolution Klein S. Gilhousen Senior Vice President QUALCOMM

  2. Telecosm 2004, Squaw Valley, CA Safe Harbor Before we proceed with our presentation, we would like to point out that the following discussion will contain forward-looking statements from industry consultants, QUALCOMM, and others regarding potential market size, market shares, and other factors which inherently involve risks and uncertainties. These and other risks and uncertainties relating to QUALCOMM’s business are outlined in detail in our most recent 10-Q and 10-K forms filed with the Securities and Exchange Commission. Please consult those documents for a more complete understanding of these risks and uncertainties. This presentation may include a discussion of "non-GAAP financial measures“ as that term is defined in Regulation G. The most directly comparable GAAP financial measures and information reconciling these non-GAAP financial measures to the company's financial results prepared in accordance with GAAP have been posted on the company's Investor Relations web site at http://www.qualcomm.com/IR/

  3. Our first hardware deliverable product was a full custom Viterbi algorithm decoder chip ~ 1987 We have always recognized that the key to feasibility of CDMA was VERY aggressive custom chip design First chip sets required three devices for a mobile phone – 1991 Second go around compressed the original 3 chip design into a single chip enabling a fully functional dual mode AMPS/CDMA phone – 1992 Third generation enabled the first commercial dual mode AMPS/CDMA phone – the QCP-800 - 1995 Now focused on chip business leaving phone and base station products to others Telecosm 2004, Squaw Valley, CA We have always been in the semiconductor business

  4. Telecosm 2004, Squaw Valley, CA

  5. Telecosm 2004, Squaw Valley, CA First Generation CDMA PHone

  6. Telecosm 2004, Squaw Valley, CA First Commercial CDMA Phone – QCP800

  7. Telecosm 2004, Squaw Valley, CA CDMA Market Growth is Key Shareholder Value Driver Results Excluding QSI QCT QTL QWI Other Q3 FY’04 YTD (9 months) (Millions) Semiconductor Business Wireless Internet Intersegment Elim/Other Technology Licensing Revenues $2,250 60% $773 34% $433 11% $14 3% ($100) (3%) $33 n/a $1,180 31% $1,084 92% Revenues as % of Total EBT Earnings as a % of Revenues Cash & Marketable Securities $7 Billion as of June 2004 July 13, 2004 announced: Two for one stock split effective August 13, 2004 40% increase in quarterly dividend payable on September 24, 2004

  8. Telecosm 2004, Squaw Valley, CA QCT Revenue Growth1996 - 2003 63% • $1.6B in FY 2002 = 54% of total QUALCOMM Revenue • $2.4 B in FY 2003 = 63% of total QUALCOMM revenue 54% 21% = QCT Revenue as % of Total QUALCOMM Revenue FY '96 FY '97 FY '98 FY '99 FY '00 FY '01 FY '02 FY '03

  9. $2.47B $1.84B $1.61B $1.51B $1.30B $1.12B $1.08B $0.83B $0.82B $0.63B Telecosm 2004, Squaw Valley, CA Semiconductor Revenue Drives our Business Top 10 Fabless Companies Worldwide Company Revenues by Calendar Year ‘03 & by Q4 ‘03 QUALCOMM NVIDIA Broadcom ATI Xilinx MediaTek SanDisk Altera Marvell Tech. Conexant Technologies Source: FSA, On the Fabless Front 2004, Business Wire

  10. Telecosm 2004, Squaw Valley, CA Cumulative ASICS Shipments

  11. Telecosm 2004, Squaw Valley, CA TAM more than triples in 5 years 29% CAGR

  12. Telecosm 2004, Squaw Valley, CA The Competitive Landscape May Change…..As the market for non-CDMA based standards shrinks Wireless IC Revenue by Standard 38% CAGR Source: IDC, 2004

  13. Telecosm 2004, Squaw Valley, CA A Dynamic Wireless Economy 2008 ~1.8 billion voice users 2007 1+ billion data users 2006 >600 million MM users

  14. Telecosm 2004, Squaw Valley, CA Leveraging our Experience and Competitive Position The largest, most experienced team focused on CDMA Leadership in wireless systems Our unique model brings us closest to operators and OEM partners Most complete and proven solutions in the industry Cost structure enables our partners to compete in every segment Long-standing working relationships with operators and customers Engineering Systems Approach Business Model Market Tested Segmented Products Relationships

  15. Telecosm 2004, Squaw Valley, CA QCT PositioningOur Value to the Industry Originates with Our Complete Solution Digital IC Analog RFIC Support Handset and Infrastructure Customers Tools Launchpad™ Applications Suite Software Protocol Stack

  16. Telecosm 2004, Squaw Valley, CA Product Platform | Overview PLATFORM POSITIONING PLATFORMS • Wireless Technology Merge w/ Consumer Electronics • New form factors to address enterprise and consumer requirements • Multimedia content & creation • Devices Optimized for Multimedia Applications • Productizes enhanced 3G features and applications for new network services • Feature-Rich, Data Enabled Devices • Integrated multimedia capabilities reduce cost for conventionally higher-end applications • Low-Cost Entry Devices • Provides carriers with cost competitive capabilities to enable a broader base of devices for CDMA2000 & WCDMA

  17. Telecosm 2004, Squaw Valley, CA Our Product Platforms Developed Through Interaction With Operators QCT Complete Solutions Strategy CUSTOMER REQUIREMENTS QCT DIRECTION • Global product roadmap • Stability • Seamless 3G / 2G handovers • Choice & variety • Fast time to market • Cost effective • 3G rollout experience must be equal to or better than 2G! Fully tested, optimizedsolutions Operator-Focused Planning Tiered platforms utilize common apps SW Fully Segmented, Global product roadmap Broad feature sets

  18. 130 nm 90 nm Telecosm 2004, Squaw Valley, CA We will be ahead of the industry in innovating cost-competitive solutions and delivering them on schedule…! Cost Leadership CMOS • The industry’s first CDMA2000 chipsets to use RF CMOS • Ensures price-competitive entry-tier solutions for emerging markets 90nm Reducing costs for datadevices to driveMainstreamAcceptance • Greater processing speed • Lower power => lower cost / longer standby time for improved user experience • Easy migration for OEMs: design re-use advantages • Providing OEMs with low-cost path to smaller footprint

  19. Telecosm 2004, Squaw Valley, CA WCDMA Market Opportunity - Volume • US • UMTS1900 and UMTS850 • EDGE • Japan • UMTS2100 and UMTS800 • i-mode (Access browser) • Europe • UMTS2100 • China • UMTS2100 • EDGE and UMTS1800 becoming likely • ROW • Predominately SE Asia • UMTS2100 with UMTS1800 likely Millions of Handsets

  20. Telecosm 2004, Squaw Valley, CA Ramping Customer Acceptance WCDMA Customers - Cumulative (Calendar Quarters) 23 22 20 18 16 14 12 10 8 6 4 2 Q3 Q1 Q4 Q3 Q2 Q4 Q1 Q2 Q3 2003 2004 2002

  21. Telecosm 2004, Squaw Valley, CA QCT Product Platforms SAMPLING PLATFORMS COMMON CORE FEATURES • Dual CPU • 6.0 megapixel digital camera • 30 fps digital video record & playback • 4M triangles/sec. 3D graphics acceleration • High-fidelity digital stereo audio record/playback ‘05 -‘06 • 30 fps CIF Video Playback & Streaming • 4 megapixel digital camera • AAC encoding • 400k triangles/sec. graphics acceleration • Integrated QCamera, CMX, Qtv, Qcamcoder gpsOne ‘04 -‘05 • 15 fps QCIF Video Playback & Streaming • 2 megapixel digital camera • AAC, aacPlus decoding • 100k triangles/sec. graphics accelaration • Integrated Qcamera, CMX, Qtv, Qcamcoder gpsOne ‘03 -‘04 120+ Designs • Sub-QCIF • Voice-centric • Limited Launchpad support ‘02 -‘03

  22. 6800 7200 6000 6500 6025 6275 6100 6250 6150 6050 6300 6550 6225 6700 6280 6200 7500 7600 3Q ‘02 2Q ‘04 3Q ‘02 2006 3Q ‘03 1Q ‘02 2Q ‘04 1Q ‘02 4Q ‘04 1Q ‘05 1Q ‘05 2H ‘05 2Q ‘03 4Q ‘05 2Q ‘03 2Q ‘02 4Q ‘04 1Q ‘05 Telecosm 2004, Squaw Valley, CA QCT Chipset Roadmap Overview

  23. Telecosm 2004, Squaw Valley, CA There are many ways to support Applications/Services for handsets Non-Integrated Solution Highly Integrated QCT Solution Camera Sensor Video ASIC Apps. Co-Processor Camera Module with DSP Ringer ASIC Camera Module with DSP Video ASIC Camera Sensor 3D Gaming ASIC Apps Co-Processor Ringer Chip Processor • Smaller Form Factor • Lower Overall Costs • Faster Time to Market 3D Gaming ASIC

  24. CDMA Micro-Processor RF PM GSM/GPRS GPS DSP 3D Graphics Video DSP Audio Memory Imaging Telecosm 2004, Squaw Valley, CA What is in a QUALCOMM Chipset? A Leader in delivering Wireless Solutions Always striving to achieve Semiconductor Excellence • Smaller Form Factor • Enhanced System Performance • Highly Integrated Applications • Greater Quality & Reliability • Reduced Power Consumption • Lower Overall Costs • Faster Time to Market

  25. WCDMA Telecosm 2004, Squaw Valley, CA Commercially Ready Solutions Enable Mass Market Devices

  26. Telecosm 2004, Squaw Valley, CA QCamera: Overview Complete Digital Still Camera Application for the MSM • 1.3M to 4M Pixel support depending on MSM • Example User Interface • Picture Viewfinder up to 30 frames per second • Picture taking application • JPEG (JFIF) encode at user-definable quality levels • Tradeoff between quality and file size • PNG encode • Self Timer • Digital Zoom • White LED flash support • Create and View Albums • Image Process Library for image manipulation • Transmit pictures to other users • Save pictures to FLASH or MMC • GPS Location Information • BREW Interfaces for 3rd party imaging/value-added functionality

  27. Telecosm 2004, Squaw Valley, CA Qualcomm’s Mobile Video Solutions

  28. Telecosm 2004, Squaw Valley, CA A feature rich video decoder that enables mobile devices to stream & playback content files. Qtv is the heart of wireless applications including streaming video on demand (VOD), mobile live cams and video mail services. Video Codecs: • MPEG-4 Simple Profile Level 0b • H.263 Profile 0/3 Level 45 • H.264 Baseline • RealVideo 8, 9, 10 Audio Codecs: • QCELP -- 13kbps fixed full and half rates • EVRC -- 8kbps fixed full rate • AMR-NB – all rates • AAC Low Complexity-- 128kbps, 64 kbps, 32kbps, & 16kbps • AAC Plus - 128kbps, 64 kbps, 32kbps, & 16kbps

  29. Telecosm 2004, Squaw Valley, CA A video encoding solution built upon QCT’s camera architecture and API’s. The solution offers real-time encoding of video to enable video messaging applications. Video File Format: • MPEG-4 Simple Profile Level 0b • H.263 baseline Profile 0 and Level 45 Audio File Format: • QCELP – 13.3kbps fixed full and half rates • EVRC -- 8kbp fixed full rate • AMR -- 12.2kbps File Extension Support: • .3g2 • .3gp • .amc • .k3g • .skm

  30. Telecosm 2004, Squaw Valley, CA Qcamcorder Feature Rich Application • Video Preview Mode & Viewfinder • Constant Bit rate Encoding Quality (Low=48kbps, Med=64kbps, High=80kbps ) • Record Movie, Stop Record Movie & Pause Movie functions • Zoom Control • Brightness Control • Contrast Control • Save Video Output Media Selection: Flash or MMC • Audio Dubbing • Video Editing • CIF, VGA and MP image sensor support • Interoperates with Qtv

  31. Telecosm 2004, Squaw Valley, CA 2-way video conferencing application that had been tailored to 3G networks such as EvDO and UMTS. Video File Format: • MPEG-4 Simple Profile Level 0 • H.263 Profile 0 / 3, Level 10 Audio File Format: • AMR -- <12.2kbps • EVRC -- 8kbps fixed full rate • G.723.1 – all rates Protocols: • H.324M • SIP • H.245 Control Protocol for reliable transmission • H.223 for Multiplexing/De-Multiplexing

  32. Telecosm 2004, Squaw Valley, CA Qvideophone Feature Rich Application • A reference videophone application is provided to OEM’s in source code which contains many of the basic functions/features. QCOM exposes the API’s to enable OEM’s to customize and enhance the reference application to suite the needs of their customers. • Reference app includes features such as: • Push to Video • Picture-in-Picture Support • Video Zooming • Ability to convert to an audio-only call at any time (Speech Fallback) • Video or Audio Mute Capability • User Selectable Encode Quality Settings • Set-up, Call, Hold and End Call • PSTN Interoperable (Mobile to PC video call) • Interoperates with Qtv™& Qcamcorder

  33. Thank you

More Related