Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Presentation (September 2020)
16 slides from Qualcomm's investor presentation, Sep 16, 2020
Slide 1: Qualcomm Cloud AI 100 Announcement
Qualcomm® Cloud AI 100 Announcement Under Embargo until Sept 16 at 6:30am PT Qualcomm Cloud AI is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
Slide 2: Qualcomm Cloud AI 100 addressing edge-to-cloud industries
Qualcomm Cloud AI 100 addressing edge-to-cloud industries Data Center/ 5G Cloud Edge Infrastructure 5G Edge Box 2
Slide 3: Datacenter, Edge Box, 5G Infra use cases
Datacenter Edge Box z 5G Infra Pedestrian alert Crossing & blind spot assist z Personalized Purchase recommendations Road safety Intersection management assist Personalized Purchase advertisements Powering the shopping Reinventing the Pioneering of the future communication safety © 2020 Qualcomm exp
Slide 4: A reminder why we are doing this
A reminder why we are doing this… COMPUTING IS MOVING TOWARD THE EDGE; SIGNIFICANT OPPORTUNITY FOR ENTRY Explosive growth in Inference; High and Medium performance addressed well by Qualcomm Cloud AI 100 d Source: 2020 Omdia 4
Slide 5: AI Performance Continuum
AI Performance 15+ TOPS Continuum Snap dragon 865+ Snapdragon 3rd Gen Qualcomm® Snapdragon™ Snap dragon S nap dragon 820A Automotive Cockpit Platforms 845 855 Snap dragon 8cx 7-15 Snap dragon 730/G S nap dragon 765 TOPS Snap dragon 7c 5-10 S nap dragon 665 TOPS Snap dragon S nap dragon Snapdragon XR
Slide 6: Full Production Cycle
Qualcomm Full Production Cycle Cloud AI 100 400 Final Silicon hitting peak TOPS and Performance per watt TOPS PCIe Qualcomm Cloud AI 100 200 TOPS Qualcomm DM.2 Cloud AI 100 >50 QCS QCS QCS603 0.5-1+ QCS400 QCS605 SD710 SD SD670 SD730 SD820 XR1 SD730G 820A 3 r d Ge n Qu alc o m m ® Snapdrago n SD855
Slide 7: An architecture shift in AI cloud inferencing
An architecture shift in AI cloud inferencing Purpose Built AI Accelerators FPGA >10X Improvement >10X Improvement 7
Slide 8: Industry Leading Inference Performance
Industry Leading Inference Performance Qualcomm Cloud AI 100 outperforms Competition by 4~10x (Inference/Sec/W) Intel Cascade Lake CPU ResNet-50 Performance vs. Competition 1x 440W Nvidia T4 GPU 10x 70W Intel/Habana Goya ASIC 26x 100W Qualcomm Cloud AI 100 20W 106x 8 Nvidia website: https://develope
Slide 9: Performance & Efficiency Leadership
Performance & Efficiency Leadership ResNet-50 Benchmark 30000 >50 Watt Cloud AI 100 PCIe <50 Watt Throughput (Inferences/Sec) 25000 A100 20000 TSP 15000 Goya Cloud AI 100 DM.2 10000 5000 Cloud AI 100 DM.2e V100 T4 0 350 300 250 200 150 100 50 0 Power (Watt) Power (Watt) - Lower is Better Source: Hab
Slide 10: Hardware Architecture
Hardware Architecture • Up to 400 TOPS • Power • DM.2e @ 15W • DM.2 at 25W • PCIe/HHHL @ 75W • AI Core (AIC) - Up to 16 cores • Precision – INT8, INT16, FP16, FP32 • On-die SRAM – Up to 144 MB • 4x64 LPDDR4x (2.1GHz) with inline ECC • Up to 32GB on card DRAM • PCIe Gen 3/4 - Up to 8 lanes 10
Slide 11: Software stack and exchange formats
Computer Language Recommendation Applications Vision Speech Autonomous Translation System Other Models ResNet SSD GNMT BERT DLRM DIN Models Frameworks Exchange Formats Runtimes AIC Apps SDK AIC Platform SDK SDKs (Compiler, simulator, sample codes) (Runtime, APIs, Kernel Drivers, tools) AI Inference
Slide 12: Introducing the Qualcomm Cloud AI 100 Edge Development Kit
Introducing… The Qualcomm Cloud AI 100 Edge Development Kit 12
Slide 13: Snapdragon Modular Platform
Snapdragon 865 Modular Platform Application & Video, Processing—=——" | | s aPpdragon X55 Modem-RF System Industry Leading 5G Connectivity il & X09 ee Qualcomm” Clowd A1100 Cloud Al 100 Advanced Low-Power and High Performance Al
Slide 14: Qualcomm Cloud AI 100 Summary
Qualcomm Cloud AI 100 Summary Full Production Cycle/Final Silicon • Sampling now to multiple customers • Shipping 1st Half 2021 Edge Development Kit • Sampling October 2020 • Single Solution: one-stop-shop with AI inferencing, host processor and 5G connectivity • Pre-certified modem module with indu
Slide 15: Product Brief
Product Brief Qualcomm® Cloud AI 100 Qualcomm® Cloud AI 100 Edge Development Kit Schedule Sampling Now Schedule Shipping October 2020 Commercial launch 1H 21 Targeted Application 5G Intelligent Edge Compute Process Node 7nm Appliance Dimensions (mm) 231 (w) x 250 (h) x 84 (d) without Card Types Dual
Slide 16: 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,