Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Presentation (October 2009)
59 slides from Qualcomm's investor presentation, October 2009
Slide 1: Qualcomm Incorporated Proprietary & Confidential
Qualcomm Incorporated Proprietary & Confidential 1
Slide 2: Disclaimer
Disclaimer Nothing in these materials is an offer to sell any of the components or devices referenced herein. Certain components p for use in the U.S. are available only y through licensed suppliers. Some components are nott available il bl ffor use iin th the U U.S. S Qualcomm Incorporated Propriet
Slide 3: Every Body on the Net
Every Body on the Net sm Qualcomm Incorporated Proprietary & Confidential 3
Slide 4: 750+ million 3G mobile broadband subscribers today
750+ million 3G mobile broadband subscribers today Forecasted to Grow to 1.6B+ 3G Subscribers by 2012 3G Qualcomm Incorporated Proprietary & Confidential 4 Source: Wireless Intelligence
Slide 5: 780 Million 3G Subscribers Today
4B+ Total Mobile Subscribers Approx. 780 Million 3G Subscribers Today Source: Wireless Intelligence
Slide 6: Mobile Services Are Becoming the Center of Life
Mobile Services Are Becoming the Center of Life Qualcomm Incorporated Proprietary & Confidential 6
Slide 7: Nearly ~3 Billion More Devices Than Any Other Computing Device
Nearly ~3 Billion More Devices Than Any Other Computing or Consumer Electronics Device Globally *2008 Estimated Source: ITU, Informa, Wireless Intelligence, Instat, IDC Qualcomm Incorporated Proprietary & Confidential 7
Slide 8: Qualcomm Expertise: Integrating and Optimizing Radios
Qualcomm Expertise: Integrating and Optimizing Radios Broadcast GPS Body Area Network Personal Area Network Cellular Wireless LAN-WiFi Wide Area Network Macro cells Micro, Pico, Femto Cells Qualcomm Incorporated Proprietary & Confidential 8
Slide 9: Decade of change
Decade of change Qualcomm Incorporated Proprietary & Confidential 9
Slide 10: Collapsing Time and Space in Healthcare
Collapsing Time and Space in Healthcare sm Qualcomm Incorporated Proprietary & Confidential 10
Slide 11: Healthcare Is a Critical Global Issue
Healthcare Is a Critical Global Issue • 1.6 Billion Overweight, 400 Million Obese • 860 Million Chronic Diseases • 600 Million Elderly in 2010, 1.2 Billion in 2025 • $300 Billion Excess Cost due to Poor Compliance (US) http://www.poodwaddle.com/worldclock.swf Balkrishnan, R. 2005. The Importance of
Slide 12: Phone is the most personal device
Phone is the most personal device BAN 3G BAN WWAN 4.0 billion cell phones • Security/access control Over 3 Billion More Than Any Other • Increased Mobility Computing or Consumer Electronics Device • Realtime data streaming Qualcomm Incorporated Proprietary & Confidential 12
Slide 13: Wireless Health Market Development
Wireless Health Market Development Ecosystem of Partners Innovative Business & Organizations Opportunities Qualcomm Health & Life Technology Spinouts Science Initiatives
Slide 14: Ecosystem of Partners & Organizations
Ecosystem of Partners &O Organizations i ti Qualcomm Incorporated Proprietary & Confidential 14
Slide 15: Expanding the Wireless Ecosystem
Expanding the Wireless Ecosystem Operators Manufacturers Web CoCo’ss & Media, Services Media e-tailers & Applications theralive
Slide 16: Founder
Ecosystem of Partners & Organizations Founder Building new business models in wireless health C-Level Summit Investor Meetings Private Industry y Briefings Research T h i l Meetings Technical M ti Tradeshows Qualcomm Incorporated Proprietary & Confidential 16
Slide 17: Co Founder
Ecosystem of Partners & Co Founder Organizations “Help create a connected healthcare system, with solutions that are predictive, preventive, and d personalized” li d” Don Jones Gary West Eric Topol, M.D. 19 Qualcomm Incorporated Proprietary & Confidential
Slide 18: 1st Medical Research Organization Using Wireless for Advancing Health
1st Medical Research Organization Using Wireless for Advancing Health “The mission “Th i i off th the IInstitute tit t iis tto advance d h health lth and d wellbeing llb i aroundd th the world by identifying, validating and accelerating the use of innovative and cost- effective wireless solutions to
Slide 19: mHealth Alliance
Ecosystem of Partners & Organizations mHealth Alliance An umbrella organization to complement, draw together and expand upon the mHealth initiatives of multiple organizations around the world. Qualcomm Incorporated Proprietary & Confidential 20
Slide 20: Continua connectivity
Ecosystem of Partners & Continua connectivity y Organizations Sensors Connectivity Aggregation & Computation Services Low Energy NETWORK K Qualcomm Incorporated Proprietary & Confidential 20
Slide 21: Continua promoters
Ecosystem of Partners & Continua promoters Organizations Founders Qualcomm Incorporated Proprietary & Confidential 21
Slide 22: Wireless Health Initiative
Ecosystem of Partners & Organizations Wireless Health Initiative Dr. Eric J. Topol, M.D. Chieff A Chi Academic d i Offi Officer, S Scripps i H Health lth Director, Scripps Translational Science Institute and Scripps Genomic Medicine The Gary and Mary West Chair of Innovative Medicine, Scripps Health
Slide 23: Innovative business opportunities
Innovative business opportunities t iti Qualcomm Incorporated Proprietary & Confidential 23
Slide 24: Consumer health
Consumer health Health handsets and services 24 Qualcomm Incorporated Proprietary & Confidential
Slide 25: Phone reminds patients
InnovativeBusiness Innovative Business Development Opportunities Opportunities Phone reminds patients Confirms Drug-to- Drug Compliance with Interactions Loved Ones Survey Surveillance Convenient Features Medication List Management 25 Qualcomm Incorporated Proprietary & Confidential
Slide 26: Improving health and heart fitness with Nokia N79 Active
InnovativeBusiness Innovative Business Development Opportunities Opportunities Improving health and heart fitness with NOKIA’s NOKIA s N79 Active & wireless Polar Bluetooth WearLink heart rate belt • Heart Rate Monitor • Fitness Diary • GPS tracking to record & publish your favorite a o te routes ou
Slide 27: Diagnostics as a service
Diagnostics Di ti as a service Lowers costs Qualcomm Incorporated Proprietary & Confidential 27
Slide 28: CardioMEMS and CardioNet diagnostic devices
InnovativeBusiness Innovative Business Development Opportunities Opportunities CardioMEMS miniature implantable sensors use radiofrequency energy to transmit patient data to manage congestive heart failure. • Cardiac Output • Blood Pressure • Heart Rate CardioNet’s Diagnostic Devices wirelessly and
Slide 29: Smart Band-Aids
InnovativeBusiness Innovative Business Development Opportunities Opportunities Smart Band-Aidssm enable people to measure information while exercising for personal performance. SMART Band Band--Aids Health maintenance • Heart Rate • Respiratory Rate • Distance/Steps taken/Relative motion • Speed • E
Slide 30: MicroCHIPS and Proteus Biomedical
InnovativeBusiness Innovative Business Development Opportunities Opportunities MicroCHIPS’ implantable devices monitor and dispense the amount of medication the body needs. needs • Osteoporosis • Diabetes • Cardiology • Ophthalmology Proteus Biomedical develops p pproducts that integrates g electron
Slide 31: Amazon Kindles
InnovativeBusiness Innovative Business Development Opportunities Opportunities Amazon Kindles "This This isn't isn t a device, device it's it s a service. service " - Jeff Bezos, Bezos Amazon The Kindle's real breakthrough springs from a feature that its predecessors never offered: wireless connecti
Slide 32: Personal supply chain management
InnovativeBusiness Innovative Business Development Opportunities Opportunities Personal supply chain management sm Personal Supply Chain Management SM conveniently facilitates ordering your medications and supplies. Personal Supply Chain Managementsm Flow Diagram Qualcomm Incorporated Proprietary &
Slide 33: Qualcomm health & life science initiatives
Qualcomm health & life science initiatives Diagnostics, Therapeutic Management, Monitoring, and Remote Presence Qualcomm Incorporated Proprietary & Confidential 33
Slide 34: Corporate research & development
Corporate research & development Ultra Low Power Radios BAN & PAN Network Management BAN/WWAN Multimodal Access Gateways Qualcomm Incorporated Proprietary & Confidential 34
Slide 35: Challenge: building a platform for sensors
Challenge: Qualcomm Health & building a platform for sensors Life Science Initiatives • Ultra Low Power - Extended battery life • Security S it - Data must remain private • Integration with sensors - Sensor-specific processing BAN on platform - Easy configuration • Smart nodes - IP transport and pro
Slide 36: Low Cost, Easy to Deploy Health Gateway
Low Cost, Easy to Deploy Health Gateway
Slide 37: 3G Health
Qualcomm Health & Life Science Initiatives 3G H Health lth U.S., China, Egypt, Peru, Spain, Thailand, Portugal, Kenya & Indonesia 37 Qualcomm Incorporated Proprietary & Confidential
Slide 38: Qualcomm Ventures
Technology Spinouts Qualcomm Ventures Investing in innovative wireless health companies Qualcomm Incorporated Proprietary & Confidential 38
Slide 39: Home Health Hubs and Healthcare Devices
Technology Spinouts Healthcare Devices Home Health Hubs enable people to capture and Omron Body Composition Meter wirelessly transmit vital signs, improving health, and fitness maintenance. Remote Care Omron Pedometer • Caregiver Connections • Diagnostics Omron Blood Pressure Monitor • Monitoring He
Slide 40: Technology incubations & spinouts
Technology incubations & spinouts Qualcomm Incorporated Proprietary & Confidential 40
Slide 41: Transforming Healthcare: Consumer Health Phones & Carrier Health Network
Technology Transforming Healthcare Spinouts Consumer ‘Health Phones’ & Carrier ‘Health Network’ Diabetes Management g Mobile Personal Emergency Response Elderly Users Qualcomm Incorporated Proprietary & Confidential 41
Slide 42: The intelligent connection to health
Technology The intelligent connection to health Spinouts • Multimedia connections between patients and their physician by mobile phone video chat, instant messaging, email and text messaging • Health Consultation- Any network, any device, anywhere The Doctor is In. Qualcomm Incorporated Proprietary
Slide 43: Qualcomm Incorporated Proprietary & Confidential
Qualcomm Incorporated Proprietary & Confidential 43
Slide 44: Connectivity Matters
Connectivity Matters sm Qualcomm Incorporated Proprietary & Confidential 44
Slide 45: Mobile Health
tu S:S0AMONDAYNOV19 = MOBILE HEALTH Jonathan | Weight: 165 | Height 5'9 TODAY'S ACTIVITY HEART RATE CALORIES BURNED 142 529 DISTANCE TIME 4.0 42:49:02 "VIEW WORKOUT RESULTS
Slide 46: The tidal wave of data
The tidal wave of data
Slide 47: Elements of Monitoring
Elements of Monitoring • Measure • Process • Display • Archive • Aggregate • Notify
Slide 48: One device
One device • Measure • Process • Display • Archive • Notify
Slide 49: One Person
One Person • Data D t aggregation ti across multiple lti l devices
Slide 50: One Floor
One Floor • Remote display and notification • Human (visual) aggregation
Slide 51: One hospital
One hospital • Medical staff mobile
Slide 52: The numbers game
The numbers game • 150 Thousand monitored beds in US hospitals p • 1 Million bed in US hospitals • 20 Million Milli DiDiabetics b ti iin US ((and d growing) i ) • 65 Million o with t Hypertension ype te s o • 100+ Million on a Diet
Slide 53: One person
One person
Slide 54: More data, data from more sources
More data, data from more sources
Slide 55: Challenges
Challenges • Data collection • Data Archiving • Data aggregation • Data Processing • Data Reduction • Notification
Slide 56: Technologies
Technologies • Wireless BAN • Wireless WWAN • Cloud Computing • Distributed Processing • Neural Processing • …..
Slide 57: One Example
One Example • Wireless capability • Physician Overload • Standard of Care • Reimbursement R i b t
Slide 58: Thank you
Thank you Qualcomm Incorporated Proprietary & Confidential 58
Slide 59: Qualcomm Incorporated Proprietary & Confidential
Qualcomm Incorporated Proprietary & Confidential 59