Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Presentation (June 2020)
41 slides from Qualcomm's investor presentation, Jun 30, 2020
Slide 1: Next Gen Wearable Experiences
June 2020 Next Gen Wearable Experiences Pankaj Kedia Sr. Director & Business Lead Smart Wearables Segment Qualcomm Technologies, Inc. Under Embargo Until June 30, 2020, 8am PST
Slide 2: What You Will Hear Today
What You Will Hear Today Growing Market Hyper-segmentation Voice, Video, Pictures, Music, Messaging, Health & Fitness, Sleep, Sports 4100+ Powerful Yet Flexible Hybrid Architecture 4100 Super-Fast Performance >85% Faster Smarter AON Co-Processor 4G Low Power Modem 12nm SoC Choice of brands, IDs, pri
Slide 3: Wearables Industry: Growing Rapidly
Worldwide Smartwatch Forecast, 2020-2024 The Growing Value of Wearables Forbes, June 2020 180 160 Wearables have biggest year since 2015… 140 Health Explosion is on its way 120 Wareable, June 2020 100 Millions 80 Mobvoi’s connected Ticwatch Pro 4G LTE 60 takes on Apple and Samsung in the UK 40 Digit
Slide 4: Growing Market = Hyper-Segmenting Market
Growing Market = Hyper-Segmenting Market 5-7 years ago 2-3 years ago TODAY Adult Smartwatch Luxury Fashion Phone Companion Mass Market Flagship Sports & Kid Smartwatch Fitness Enterprise Tracker Entry Senior Smartwatch Smartwatch Tracker
Slide 5: The 5-95 Rule
The “5-95” Rule 5% 95% Interactive Ambient How do we use the smartwatch?
Slide 6: The 5-95 Rule: Traditional Architecture
The Interactive Ambient 5% 95% “5-95” BIG SoC Rule Traditional Architecture
Slide 7: Hybrid Architecture: Powerful Yet Flexible
The Interactive Ambient 5% 95% “5-95” BIG SoC Rule LITTLE Co- Processor Hybrid Architecture: Powerful Yet Flexible
Slide 8: Introduced in 2018, Based on Hybrid Architecture
Luxury Fashion Phone Companion Sports & Fitness Kids & Seniors Introduced in 2018, Based on Hybrid Architecture Qualcomm Snapdragon Wear 3100 is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
Slide 9: Introduced in 2018, Based on Hybrid Architecture
Luxury Fashion Phone Companion Sports & Fitness Kids & Seniors Introduced in 2018, Based on Hybrid Architecture Qualcomm Snapdragon Wear 3100 is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
Slide 10: Smart + Sports
Smart + Sports • Up to 12 Hours GPS Tracking + Heart Rate • Up to 48 Hours smartwatch use • 70+ sports modes • Offline outdoor maps The estimated figures are valid only when using Suunto Wear app. Actual battery life may vary considerably depending on settings, applications, and many other factors.
Slide 11: Smart + Fashion
Smart + Fashion • Sleek design • Extended battery life • Rich ambient modes Source: Fossil
Slide 12: Smart + Connected
Smart + Connected • 4G LTE • 21 days battery in power save mode • 3D flexible display Source: Oppo.com
Slide 13: What's Next?
What’s Next?
Slide 14: Enhancing Hybrid Architecture
Super-Fast SoC Performance + Connectivity Ultra-Low Enhanced, Power Personalized Platform Experiences Co- Smarter Processor Always-On (AON) Co-Processor Enhancing Hybrid Architecture
Slide 15: Introducing the Qualcomm Snapdragon Wear 4100+ Platform
Introducing the… Qualcomm® Snapdragon 4100+ Wear 4100+ ™ Platform Next generation connected smartwatch platform based on our ultra-low power hybrid architecture Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
Slide 16: Snapdragon Wear 4100+ Value Proposition
>85% Higher Performance >25% Lower Power Across Modes Improvements across: CPU, GPU, 12nm + Platform Interactive, Ambient, Memory, Modem, Camera Optimizations Sports, Watch 12nm Qualcomm® Super-Fast SDM429w Performance + Connectivity Ultra-Low Enhanced, Power Personalized Offloaded Use Cases Platfor
Slide 17: SDW4100+: Advancing the hybrid architecture
SDW4100+ : Advancing the hybrid architecture Snapdragon Wear 3100 Snapdragon Wear 4100+ 28nm 12nm Quad-Core Significantly Faster Processor Quad-Core Cortex-A7 28nm 12nm Cortex-A53 4x A7 @ 1.1GHz Big Adreno ® Qualcomm LPDDR3 4x A53 @ 1.7GHz Qualcomm® LPDDR3 A304A304 Adreno™ @400MHz 400MHz Adreno™ A50
Slide 18: Snapdragon Wear 4100+ Highlights
Snapdragon Wear 4100+ Highlights QPA8675 QPA8685 QET4101 Low Power High Performance 12nm CPU, GPU, Memory, Camera 4x A53 Up to 1.7GHz NQ330 12nm LPDDR3 NQ440 up to 750MHz Qualcomm® MIPI-DSI GPU/MDP Camera Security Wi-Fi/BT Bluetooth SDM429w WiFi / BT RF A504 16MP QSEE4.0.5 802.11 abgn 5.0 Modem/GPS
Slide 19: Snapdragon Wear 4100+ Value Proposition
>85% Higher Performance Improvements across: CPU, GPU, Memory, Modem, Camera 12nm Qualcomm® Super-Fast SDM429w Performance + Connectivity Ultra-Low Enhanced, Power Personalized Platform Experiences Qualcomm ® Smarter QCC1110 AON Co-Processor Snapdragon Wear 4100+ Value Proposition
Slide 20: Super Fast Performance
Super Fast Performance More fluid and feature-rich experiences 85% Higher Performance 85% Faster 2.5x Faster 2x Better Camera 4100 A504 320Mhz 16MP 2x ISP 750MHz A53 @1.7GHz 4100 4100 8MP A304 200Mhz ISP A7 @1.1GHz 4100 400Mhz 3100 3100 3100 3100 CPU Memory GPU Camera Compared to Snapdragon Wear 310
Slide 21: Super Fast Performance
Super Fast Performance More fluid and feature-rich experiences 85% Higher Performance 85% Faster 2.5x Faster 2x Better Camera 4100 A504 320Mhz 16MP Richer photo 2x ISP / Faster app Concurrent Smoother, 750MHz A53 @1.7GHz video 4100 4100 launches use cases responsive UX experiences 8MP A304 200Mhz IS
Slide 22: Plus Leading Edge 4G Modem
Plus Leading Edge 4G Modem Take Your Experiences With You • Dedicated Modem DSP and power rails Efficient Modem • Right-sized modem Architecture Music Streaming On-The-Run • 12nm • Power optimizations for VoLTE, music, voice assistant Voice Assistant New Low Power On Your Wrist • eDRX to manage acti
Slide 23: Snapdragon Wear 4100+ Value Proposition
12nm Qualcomm® Super-Fast SDM429w Performance + Connectivity Ultra-Low Enhanced, Power Personalized Offloaded Use Cases Display, Steps, cHRM, Tilt, Time, Maps Platform Experiences Qualcomm ® Smarter Always-On Smarter (AON) QCC1110 AONCo-Processor Co-Processor Snapdragon Wear 4100+ Value Proposition
Slide 24: Always On Co-Processor
Always On Co-Processor Designed to Offload AON Use Cases What is it? • Tiny (5.2mm x 4mm) Qualcomm QCC1110 • Ultra low power • Integrates M0, PMU, custom designed SRAM • Smart memory and performance partitioning Cortex-M0 • Runs Sensor Execution Environment (SEE) Custom SRAM • Runs highly efficient
Slide 25: Snapdragon Wear 4100+ Value Proposition
>25% Lower Power 12nm + Platform Optimizations 12nm Qualcomm® Super-Fast SDM429w Performance + Connectivity Ultra-Low Enhanced, Power Personalized Platform Experiences Qualcomm ® Smarter QCC1110 AON Co-Processor Snapdragon Wear 4100+ Value Proposition
Slide 26: Lower Power
Lower Power Platform power reductions SDW4100+ vs SDW3100 28nm MDSP ADSP 12nm New Process Low Power Platform GPS Enhanced Node Architecture Enhancements BT Architecture • Lower active power • Dual Dedicated DSPs • Qualcomm® Sensor • Bluetooth 5.0 ̵ Modem + GNSS Assisted Positioning for • Higher ener
Slide 27: Lower Power
Lower Power Platform power reductions SDW4100+ vs SDW3100 GPS VoLTE Stream Music MP3 Voice Assistant Scrolling through Active Call over 4G Over BT over LTE Notifications 22 % 29 % 35 % 35 % 37 % 42 % Snapdragon Wear 4100+ verses Snapdragon Wear 3100 platform. Measurements based on SDW3100 and SDW410
Slide 28: Extended battery life
Extended battery life Maximizing on-wrist time across various segments Fashion Watch Sportswatch Connected Smartwatch 25% Longer 18 Hours 25% Longer Battery Life Sports Mode Battery life 1.2” Display 1.4” Display 1.3” Display 360 mAH Battery 450 mAH Battery 420 mAH Battery Based on Qualcomm internal
Slide 29: What do we make possible?
What do we make possible?
Slide 30: Snapdragon Wear 4100+ Value Proposition
Across Modes Interactive, Ambient, Sports, Watch 12nm Qualcomm® Super-Fast SDM429w Performance + Connectivity Ultra-Low Enhanced, Power Personalized Platform Experiences Qualcomm ® Smarter QCC1110 AON Co-Processor Snapdragon Wear 4100+ Value Proposition
Slide 31: Enhanced, Personalized Experiences
Across Modes Interactive, Ambient, Sports, Watch 12nm …when you are interacting with the watch Qualcomm® SDM429w …when you are Enhanced, in ambient mode Personalized Experiences Qualcomm ® …when you go QCC1110 for a run …when you forget your charger
Slide 32: Immersive Interactive Experience
Immersive Interactive Experience Choice of Watch Faces, Apps, Services Assistant Video Music SDW4100+ Music Messaging SDW3100 Messaging Phone Fitness Phone Fitness Payments Navigation Payments Navigation Camera Productivity
Slide 33: Richer Ambient Mode
Richer Ambient Mode Fashion Meets Smart SDW3100 SDW4100+ • 16 colors • Up to 64K colors (16 bit) for (4 bit) crisper image rendering - New • Smooth second • Number kerning - New hand MON 10 • Live complications • Support for Sleep, cHRM - New • Adaptive 2843 • Smooth second hand brightness and touch
Slide 34: Powerful Sports Mode
Powerful Sports Mode Sports Meets Smart SDW3100 SDW4100+ • 16 colors • Up to 64K colors (16 bit) for (4 bit) crisper image rendering - New • Sensors • Number kerning - New offload • Sensors and Maps offload - New
Slide 35: Enhanced Watch Mode
Enhanced Watch Mode Week-Long Battery Life SDW3100 SDW4100+ • Up to 64K colors (16 bit) for crisper image rendering - New • 16 colors (4 bit) • Number kerning - New • Time & Date • Steps and Heart Rate - New • Battery Indicator - New • Alarms, Reminders, Haptics – New • Time & Date
Slide 36: Portfolio of Wearable Platforms
Portfolio of Wearable Platforms 4100+ SHIPPING SDM429w NOW + AON Co-Processor QCC1110 SDW4100 Platforms 4100 SDM429w 3100 SHIPPING MSM8909w NOW + AON Co-Processor QCC1110 SDW3100 Platforms 2500 MSM8909w
Slide 37: Announcing First Customers
Announcing First Customers 37 Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc.
Slide 38: Xiaotiancai 1st Smartwatch for Kids based on SDW4100
Xiaotiancai 1st Smartwatch for Kids based on SDW4100
Slide 39: 1st Wear OS by Google Smartwatch based on SDW4100
1st Wear OS by Google Smartwatch based on SDW4100
Slide 40: Summary
Summary Wearables growing and segmenting • Require a powerful and flexible architecture • Hybrid = best of experience and battery life, introduced w/ SDW3100 • Suunto 7 represents what is possible (Sports + Smarts) Advancing with SDW4100+ announcement today • Super-Fast Performance and Connectivity
Slide 41: 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 References in this presentation to “Qualcomm” may mean Qualcomm components or devices referenced herein. Incorporated, Qualcomm Technologies,