Qualcomm Mobile Solution

Mobile Handset Value Chain
Clint McClellan
Sr. Director, Marketing
Corporate Market Intelligence
August 21, 2007
August 21, 2007
2
PAGE 2
Outline
Device Development Trends
3G Technology Evolution Paths
3G Wireless Data Services
3G Growth
Qualcomms Contributions to 3G
August 21, 2007
3
PAGE 3
Yesterdays Phones Were About Voice & SMS
Paul,
How did the
meeting go?
Send Options
August 21, 2007
4
PAGE 4
Today, What Were Devices Become Features
August 21, 2007
5
PAGE 5
Convergence of Computing, Communications and Consumer
PC
Seamless User Experience
Convergence of Services
2G
Mobile
Communication
Information Entertainment/ CE Rich
Communication
Mobility
Access
Personalization
User Generated Content/
Social Networking
Computing
User Generated Content/
Social Networking
Computing Simple
Communication
Information Entertainment Rich
Communication
Phone
3G & Beyond 2G 1G
Mobile Internet
Mobile Entertainment
Mobile Broadband
August 21, 2007
6
PAGE 6
Technology Impacts Data Rates
Current Mobile Technologies in the United States
CDMA2000 1xEV-DO Rev A Verizon Wireless, Sprint Nextel
Peak Rate 3.1 Mbps (DL) 1.8 Mbps (UL)
Current Avg. DL Rate 600 kbps 1.4 Mbps
Current Avg. UL rate 300 600 kbps
CDMA2000 1xEV-DO Verizon Wireless, Sprint Nextel, Alltel
Peak Rate 2.4 Mbps (DL) 153 Kbps (UL)
Current Avg. Rate 400 700 kbps
HSDPA Cingular
Peak Rate 1.8 Mbps (implemented)
WCDMA (UMTS) Cingular
Peak Rate 384 kbps
CDMA2000 1X Sprint Nextel, Verizon Wireless
Peak Rate 153 kbps
Current Avg. Rate 50-90 kbps
EDGE Cingular
Peak Rate 130 kbps
GPRS Ci ngular, T-Mobile
Peak Rate 53 kbps
Email, text Web
access, basic
synchronization
slower than dial up
Email, text Web
access, basic
synchronization
slower than dial up
Short video clips,
audio, graphic web
browsing, email, file
transfer faster
than dial up
Short video clips,
audio, graphic web
browsing, email, file
transfer faster
than dial up
Mobile broadband
experience
Mobile broadband
experience
I
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August 21, 2007
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Moving Beyond Voice
More Bandwidth and More Opportunity for Carrier Revenue Growth
A
v
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a
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e

T
h
r
o
u
g
h
p
u
t
(
K
b
p
s
)
1980 1985 1990 1995 2000 2005 2010
DOrB
HSPA+
1
10
100
1000
10,000
AMPS
GSM
CDMA
GPRS
CDMA 1x
EDGE
EVDO
WCDMA
HSDPA
3.6
DO-rev A
HSDPA
7.2
DO-rev B
UMB
LTE
August 21, 2007
8
PAGE 8
2006 2007 2008 2009 2010 + 1999
Wide-Area
Multicast
Technologies
Local-Area Technologies
EV-DO
Platinum Multicast
EV-DO
GOLD
WCDMA
MBMS
FLO/DVB-H
CDMA CDMA/TDM OFDM OFDMA
Mobile
WAN
Technologies
802.11 n (Full) 802.11n 802.11a/g 802.11b
LTE
EV-DO
REV B
EV-DO
REV A
EV-DO
REL 0
CDMA2000
1X
UMB
1
Rev 0
FLASH-OFDM
Rev 1
FLASH-OFDM (Pre- UMB)
HSPA +
Rel-7 (Ph 1) Rel-8 (Ph 2)
Rel-5 (HSDPA)
HSPA
Rel-6 (HSUPA) Rel-99
WCDMA
Wireless Evolution: The Right Technology for the Right Application
1-UMB (Ultra Mobile Broadband), previously referred to as Rev C LBC
August 21, 2007
9
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A Well Established Mobile Broadband Evolution Path
2006 2007 2008 2009 2010 + 1999
CDMA CDMA/TDM OFDM OFDMA
1 UMB (Ultra Mobile Broadband) - Previously referred to as Rev C LBC
2 Peak rates scalable with number of carriers standard supports up to 15 carriers.
Upper range highlights introduction of 64-QAM (1 RF carrier 4.9 Mbps peak)
3 Expected rates for 20 MHz, FDD, 4x4 MIMO
4 1.25 MHz option also included in the standard
5 TDD mode is under discussion
DL: 2.4 Mbps peak
UL: 153 kbps peak
All-IP Services
Broadband
downloads
DL: up to 280 Mbps peak
3
UL: up to 68 Mbps peak
3
DL: 5.3 Mbps peak
UL: 1.8 Mbps peak
DL: 3.0 Mbps peak
UL: 900 kbps peak
DL: 6.2 73.5 Mbps peak
2
UL: 3.6 27 Mbps peak
2
DL: 3.1 Mbps peak
UL: 1.8 Mbps peak
Highly optimized OFDMA
solution
5-20 MHz carrier bandwidth
4
VoIP
FDD & TDD
5
Modes
MIMO & SDMA Support
K=3 frequency re-use
VoIP
Optimized OFDMA
Solution
All-IP Services
Broadband uploads
Low Latency
Advanced QoS
VoIP, PTT an d VT
OFDM Multicast
Multi-Carrier Rev A
Lower delays and higher data rates
Software Upgrade
EV-DO
REV B
EV-DO
REV A
EV-DO
REL 0
CDMA2000
1X
UMB
1
Rev 0
FLASH-OFDM
Rev 1
FLASH-OFDM (Pre- UMB)
August 21, 2007
10
PAGE 10
2006 2007 2008 2009 2010 + 1999
1 14.4 Mbps supported in standard, incremental product release expected
2 Upper range for DL peak rates includes 64 QAM and 2x2 MIMO (Rel 8)
3 20 MHz, FDD, 64-QAM, 4x4 MIMO in DL and 16 QAM, 1 TX in UL.
4 1.25 MHz option also expected to be in the standard
DL: 1.8-14.4 Mbps peak
1
UL: 384 kbps peak
All-IP Services
Broadband
downloads
DL: 1.8-14.4 Mbps peak
1
UL: 5.72 Mbps peak
Broadband uploads
Reduced end to end delay
Real-time services (VoIP,
packet VT, PTT)
Multicast (MBMS)
DL: 14-42 Mbps peak
2
UL: 11 Mbps peak
Enhanced capacity for real-
time services (ie VoIP)
MIMO
Backward compatibility
OFDMA in DL
SC-FDMA in UL
Flexible carrier bandwidths up
to 20MHz
4
Common FDD & TDD modes
Higher order MIMO/SDMA
LTE
DL: up to 278 Mbps peak
3
UL: up to 57 Mbps peak
3
HSPA +
Rel-7 (Ph 1) Rel-8 (Ph 2)
Rel-5 (HSDPA)
HSPA
Rel-6 (HSUPA) Rel-99
WCDMA
DL: 384 kbps peak
UL: 384 kbps peak
CDMA CDMA/TDM OFDMA
August 21, 2007
11
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Handset Trends:
QUALCOMM Supported High Tier Feature Phone
QUALCOMM Q Phone (1998)
Technology: cdmaOne-IS-95A, AMPS
Data rate: up to 14.4 Kbps
Weight: 5.71 oz
LCD: 5 line monochrome
QUALCOMM MSM2300
Processing power: <20 MIPS
Memory: 8MB ROM / 2MB RAM
135 mins talk time, 30 hrs stand-by*
Multimedia: sports scores, stock ticker,
Price: ~$400 **
HTC Mogul (2007)
Technology: CDMA2000 1xEV-DO Rev. A
Data rate: up to 2.4 Mbps
Weight: 5.8 oz
LCD: QVGA, 65K colors
QUALCOMM MSM6500
Processing power: 312 MHz
Memory: 256MB ROM / 64MB RAM
+miniSD card
240 mins talk time, 212 hrs stand-by*
Multimedia: Video/audio streaming/
downloads, 2MP camera, MP3, GPS
Price: ~$300 **
*For similar battery ** Unsubsidized retail price
Improvement
215X rates
50X+resolution
20X rates
32X capacity
78% more talk,
7X standby time
25% less expensive
August 21, 2007
12
PAGE 12
2007 1xEV-DO Devices Exceed 1996 Desktop PCs
Intel Pentium based desktop computer
Date: 1996
Processor: Intel Pentium
Speed: 200 MHz
RAM/Flash: 16 MB
Drive/Storage: 1.5 GB
Retail price: $1,099 monitor not included
Source: Gartner Dataquest, 3GToday (www.3gtoday.com) 2007
Plus Connectivity, Multimedia and Authentication
LG VX9900 (The enV)
Date: November 2006
Baseband: MSM6550
Speed: 225 MHz
RAM/Flash: 128 MB
Camera: 2 Mega Pixel
Drive/Storage: SD Card up to 2 GB
Retail price: $350*
HTC Mogul (6800)
Date: J uly 2007
Baseband: MSM7500
Speed: 400 MHz
RAM/Flash: 128 MB
Camera: 2 Mega Pixel
Drive/Storage: SD Card up to 2 GB
Retail price: $549*
* Unsubsidized retail price
August 21, 2007
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Computing Devices Wireless Devices Consumer Devices
Convergence of Consumer Electronics, Computing, and Wireless Drive
Always On / Always Connected Services
Connected
Consumer Devices
Connected Device Will Feature Richer User Experience
Gaming
Navigation
Media
Players
PC
Laptop
PDA
Connected Mobile
Computing
August 21, 2007
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New Scorpion Mobile Microprocessor Core
Scorpion low power, high performance superscalar CPU developed by QCT
First to develop 1GHz CPU for battery powered wireless applications
Low power, low leakage, 65-nm process
Specifically designed and optimized for MSM solutions
ARM v7 compliant; QCT is an ARM architecture licensee
VeNum low power, high performance multimedia coprocessor
Up to 2X performance boost for multimedia applications
Example of one of QCTs new developments
Feature Cortex-A8 Scorpion
Frequency >600MHz 1GHz
Performance 1200 DMIPS 2100 DMIPS
Power
@ 1200 DMIPS
300 mWatts 240 mWatts
NOTE: in low-power 65nm technologies. Uses Dhrystone 2.1 (DMIPS)
ARM9 ARM11 Scorpion Scorpion + coprocessor *
0
5
10
15
20
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CPU Delivers Up To 16x
Performance Over Previous QCT Generations
Collaboration Between QCT and ARM on v7 Architecture
NOTE: Scorpion is based on ARM v7 architecture.
VeNum is based on ARM SIMD Neon architecture
* ARM NEONbased coprocessor
How Scorpion stacks up
Worlds Most Advanced Mobile Microprocessor for Handheld Devices
August 21, 2007
15
PAGE 15
Technology Leadership New QUALCOMM Solutions
CDMA2000 EV-DO Rev. A in Single Chip
Lower cost solution for CDMA2000 mass markets
Drives down the cost of mobile broadband
WEDGE and HEDGE in Single Chip
Solutions for WCDMA/EDGE and HSDPA/EDGE devices
Lower cost solutions for WCDMA mass market
Breaking New Price Barriers
Enables more affordable CDMA2000 devices in
developing markets
Improves network capacity by ~100%, doubles talk time
QSC1100
August 21, 2007
16
PAGE 16
Industrys first solution for UMB
Incorporates benefits of OFDMA, CDMA, and other techniques
Delivers greater capacity/coverage, better experience for future
mobile services
Industrys first device for HSPA+
28 Mbps broadband speeds
Improves Internet browsing, real-time location services,
multimedia sharing
Mass-market Smartphones
Mass-market mobile broadband EV-DO Rev. A/HSUPA solutions
Breaks price barriers for Smartphone devices
Industrys first CDMA2000 EV-DO Rev. B
Supporting data speeds of up to 9.3 Mbps in 5 MHz
Enables low latency and high bandwidth applications
Technology Leadership New QUALCOMM Solutions
MDM8900
August 21, 2007
17
PAGE 17
Pursuing all degrees of freedom in technology space to optimize product cost
Collaborative
efforts with
our supply
chain partners
What are We Doing About Cost?
Driving Technology Scaling
e.g. 1st Fabless in 65nm and 1
st
Fabless in 45nm
e.g. Investing in Advanced Technology Initiatives
Driving Low Cost Processes
e.g. Managing mask counts vs. process features
Driving Memory Costs
e.g. Investing in advanced memory technologies
Driving DFM Methodologies
Optimizing design for cost
Driving Accelerated Yield Ramps
Investing in collaborative debug and analyses
August 21, 2007
18
PAGE 18
0
100
200
300
400
500
600
700
800
1996 2006
Increase in Mobile Processing Power Over Time
MSM2300
ARM MCU
<20 MIPS
MSM3000
ARM7TDMI
23 MIPS* (27 MHz)
MSM6500
Multimedia Platform
ARM9
Up to 160 MIPS*
(146 MHz)
MSM6550
Enhanced Platform
ARM9
Up to 250 MIPS*
(225 MHz)
MSM7500
Convergence: Dual-Core
ARM9 +ARM11
Up to 740 MIPS*
400 MHz
M
H
z
MSM2
Intel 80186
10 MIPS (~2.5 MHz)
* Dhrystone 2.1
August 21, 2007
19
PAGE 19
2006 3G Camera Phone Resolution Exceeds
2004 Consumer Digital Cameras
1994 1998 2000 2002 2003 2004 2005 2006
300 K
1 MP
5 MP
7 MP
110 K
(Pixels)
10 MP
2 MP
13 MP
EPSON PhotoPC 550
300K pixels (1997)
Canon EOS 5D
12.7 MP (2005)
Samsung SCH-B600
10 MP (2006)
Sony DSC-P1 3.1
MP (2000)
Samsung SCH-V770
7 MP (2005)
Casio A5406 CA
3.2 MP (2004)
Nikon Coolpix 8700
8 MP (2004)
Source: Gartner Dataquest and 3G Today (www.3gtoday.com), 2006, www.dpreview.com
August 21, 2007
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PAGE 20
The Integration of Location Based Service (LBS) Functionality
is Increasing the Utility of Mobile Devices
1030
1024
1001
962
705
552
458
409
863
832
0
100
200
300
400
500
600
700
800
900
1000
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Mobile Phones (total) A-GPS Phones
Sources
3G Devices: Average of Strategy Analytics (J anuary 2006) and Yankee Group (March 2006) handset forecasts
All other data: Strategy Analytics, 2005 and 2006
Global Device Sales Forecast Mobile Phones (total)
A-GPS Phones
Creates new revenue
generating opportunities
~ 530 million
(Millions)
August 21, 2007
21
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Toshiba W47T
EV-DO Rev A, BCMCS
Samsung SCH-i830
Windows Mobile 2003,
WorldMode
More than
469
469 CDMA2000 1xEV-DO Devices have been
Commercialized by
44
44 Vendors
Source: www.3Gtoday.com & CDG
OQO 2 Ultra Mobile PC
EV-DO, WiFI
Windows XP
Casio W21CA
2.6 inch WQVGA,
2 MP Camera
LG VX9400
MediaFLO
Sony Vaio VGN-TXN10
Embedded EV-DO REV A
Samsung SCH-A990
3.2 Megapixel Camera,
TV Out
Sierra Wireless
AirCard 595
EV-DO Rev A
Samsung u620
MediaFLO, 1.3MP
Camera
Motorola Q
Windows Mobile 5
Smartphone Edition
August 21, 2007
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Pantech
PX-500
Sierra
Wireless
AirCard
595
Sierra
Wireless
AirCard
595
Toshiba
W47T
Toshiba
DRAPE
Novatel
Wireless
Expedite E720
PCI Express
Sierra
Wireless
AirCard
595U
Sierra
Wireless
MC5725(V)
PCI Express
Novatel
Wireless
Ovation
MCD3000 (U720)
CDMA2000 1xEV
CDMA2000 1xEV
-
-
DO Rev A Devices
DO Rev A Devices
These Rev A devices offer increased data speeds in both directio These Rev A devices offer increased data speeds in both directions ns
UTStarcom
5800 (HTC Libra)
Digi
Connect Port
WAN
LinkSys
Wireless G
Wi-Fi Router
Huawei
EC 360
Axesstel
MV110/140
USB Modem
* CDMA450
Axesstel
MV410/420/430/440
3G Broadband Gateway
Sierra Wireless
MP 595 GPS
Ruggedized In-
Vehicle Modem
Kyocera Wireless
KR1 Mobile
Router
Novatel
Wireless
Merlin
TM
PC720
Novatel
Wireless
USB720
Novatel
Wireless
V740
Kyocera
KCP680
HTC
P4000
Panasonic
CF-30 Toughbook
Panasonic
CF-19 Toughbook
AirLink
Pinpoint X
AnyData
ADU500A/H
AnyData
ADU510D
AnyData
ADU510L
AnyData
AWR-500A/D/H
Axesstel
PX310L
Cisco
WAN High-speed
Interface Card
HTC
S720
Motion Computing
LE1700 Tablet PC
Novatel
Wireless
X720
Sierra
Wireless
AirCard
597E
Sony
VAIO VGN-TXN10
UT Starcom
PC5750
37 Rev. A devices from 17 suppliers 37 Rev. A devices from 17 suppliers
August 21, 2007
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Sanyo SA700iS
2.2 QVGA, miniSD
GPS, Video Conferencing
Sony-Ericsson W900i
MP3 Player, Walkman
NEC N601i
Macromedia Flash,
Bilingual menus
LG U900
1.3 Megapixel, DVB-H,
Video Conferencing
Source: GSA
Samsung Z560
HSDPA, Bluetooth
ZTE MF330
WCDMA / HSDPA
Huawei E220
USB Modem
Samsung P940
HSDPA, DVB-H,
Bluetooth
LG CU500
HSDPA, Bluetooth
More than 650 WCDMA 650 WCDMA (incl. 311 HSPDA incl. 311 HSPDA) Devices have been
Commercialized by 26 26 Vendors
Fujitsu Lifebook Q2010
Embedded HSDPA
August 21, 2007
24
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Many Embedded Mobile Broadband Solutions Today
24
9
7
Launched NB Models
Notebook Manufacturers
3G Embedded Carriers
July
2006
July
2007
74
18
20
45
Launched NB Offerings
157*
*Sum of individual notebooks
certified per carrier network
August 21, 2007
25
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3G Offers a Wide Range of Services
All trademarks, names of other companies, logos, products and services are the property of their respecti ve owners
August 21, 2007
26
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2008 2009 2010 2011
R
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(
$
B
)
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
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%

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s
Premium Revenues
Messaging revenues
Data as % of revenues
0
50
100
150
200
250
2001 2002 2003 2004 2005 2006 2007
Wireless data
accounted for 17% of
service revenues in
2006
Messaging (SMS, MMS,
IM, Email) is still a key
driver for non-voice
services
Share of premium data
revenues was 19%
(Gaming, Audio, Video)
in 2006
3G Data Services Generating Increasing Revenue for Carriers
Rich data must be:
End to end
Simple to use
Compelling
Value priced
Marketed
Source: Strategy Analytics, Dec06
Complexity exists in:
Partnerships/business models
Changing user behavior
Service creation
27
August 21, 2007
3G Enables Full Music Download Services
Faster Data Rates and Increased Memory Capacity Enhance MP3
Functionality in Mobile Phones
Chaku-Uta
Download 15-30 second song clips to handset for
ringtone (100KB)
Launched on December 2
nd
, 2002
Reached 400 million downloads on January 31
st
,
2006
Chaku-Uta Full
Download entire song to handset (1.5MB 2.0MB)
Launched on November 19
th
, 2004
Reached 100 million downloads on February 15
th
,
2007
0
10
20
30
40
50
60
70
80
90
100
Mar-05 Jun-05 Sep-05 Dec-05 May-06 Feb-07
Chaku-Uta Full Song Downloads
S
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D
o
w
n
l
o
a
d
s
(millions)
Japanese Mobile Music Market
Daily mobile music downloads: > 5 million
Mobile phone music downloads: 99.85% of
total music downloads
Mobile music sales: > US $1B per year
Source: KDDI Press Release (Feb 21, 2007) & Eurotechnology, Mobile Music Japan newsletter (Feb 6, 2006)
28
August 21, 2007
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
$7.00
$8.00
$9.00
Q2'03 Q2'03 Q4'03 Q1'04 Q2'04 Q3'04 Q4'04 Q1'05 Q2'05 Q3'05 Q4'05 Q1'06 Q2'06 Q3'06 Q4'06 Q1'07
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
Data ARPU
% of Revenue
EV-DO Drives Verizons Data ARPU & Percentage of Revenue Growth
1
Commercial EV-DO market information based on Verizon press releases and other publicly available information
2
Verizon Wireless data ARPU calculation: reported quarterly data service revenues 3 (convert to monthly figure) total subscribers
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Verizon Wireless data ARPU has grown more than 550% since EV-DO was launched in Q4 2003
Handset
Services
Introduced
EV-DO
Launch
29
August 21, 2007
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
$7.00
$8.00
$9.00
Q4'04 Q1'05 Q2'05 Q3'05 Q4'05 Q1'06 Q2'06 Q3'06 Q4'06 Q1'07
0%
2%
4%
6%
8%
10%
12%
14%
16%
Data ARPU
% of Revenue
EV-DO Drives Sprints Data ARPU & Percentage of Revenue Growth
1
Commercial EV-DO market information based on Sprint Nextel press releases and other publicly available information
2
Sprint Nextel Wireless data ARPU calculation: reported quarterly data service revenues 3 (convert to monthly figure) total
subscribers
C
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Sprint Nextels Wireless data ARPU has grown 85% since EV-DO was launched in July 2005.
Handset
Services
Introduced
EV-DO
Launch
30
August 21, 2007
US Operators Show Strong Data YoY Growth
Source: Verizon Wireless, Sprint-Nextel, and Cingular Wireless Q1 2007 earnings results
$5.22
$7.88
16.0%
10.7%
$0
$2
$4
$6
$8
Q1'06 Q1'07
0%
5%
10%
15%
20%
$7.00
$9.25
16.0%
11.0%
$0
$2
$4
$6
$8
$10
Q1'06 Q1'07
0%
5%
10%
15%
20%
Verizon Wireless
Total Data service revenue surpassed $1.6 billion in the first
quarter 2007, up 80%
Cingular
Decreasing voice ARPU is being offset by increasing data
ARPU
WCDMA/HSDPA will drive new data revenue opportunities
Sprint-Nextel
CDMA Data ARPU $12.25
$1.2 billion in data service revenues for Q1 2007
D
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%

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f

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%

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$8.95
$5.60
17.4%
11.5%
$0
$2
$4
$6
$8
$10
Q1'06 Q1'07
0%
4%
8%
12%
16%
20%
31
August 21, 2007
$14.16
$18.52
$0
$5
$10
$15
$20
Q4 '05 Q4 '06
+

2
0
%
Average Non-Voice
Revenue/User Growth
Source: Vodafone Group (Nov 2006), Hutchison Whampoa,
Telecom Italia
European 3G Operators Experience Growth in Data Revenues
$1.0B
$1.4B
$0.0
$0.5
$1.0
$1.5
FY '05/06 FY '06/07
Data Revenue
Growth
+

4
0
.
3
%
(billions)
549
610
0
100
200
300
400
500
600
700
Q1'06 Q1'07
+
1
1
%
VAS Revenue Growth
Non-messaging revenue is up
40% Y/Y driven by Vodafone live
and laptop connectivity
Arun Sarin, Vodafone CEO
Non-messaging revenue is up
40% Y/Y driven by Vodafone live
and laptop connectivity
Arun Sarin, Vodafone CEO
August 21, 2007
32
PAGE 32
Commercial 3G Operators Worldwide
401 Commercial 3G Operators in 135 Countries Worldwide
Source (Operators): CDG & 3G Americas, June 2007
Source (Subscribers): Wireless Intelligence, July 2007
There Are More Than 486 Million 3G Subscribers
CDMA2000: 227 Commercial Operators WCDMA: 174 Commercial Operators
August 21, 2007
33
PAGE 33
EV-DO: 77 Commercial Operators HSDPA: 120 Commercial Operators
Estimated 172 Million Mobile Broadband Subscribers EOY 2007
Source: CDG and 3G Americas (June 2007); 1 billion refers to combined estimated POPs coverage.
More Than 1 Billion People Have Access to 197 3G Mobile
Broadband Networks Today
August 21, 2007
34
PAGE 34
3G CDMA Subscribers
0
25
50
75
100
125
150
175
200
225
250
275
300
325
350
375
400
S
u
b
s
c
r
i
b
e
r
s

(
M
)
CDMA2000 1xEV-DO (68.1M)
CDMA2000 1X (287.3M)
Subscriber figures are usually reported 1 month in arrears.
(Source: 3Gtoday.com as of July, 2007)
Over 355.4 355.4 Million CDMA2000 Reported* Subscribers
August 21, 2007
35
PAGE 35
More than 136 Million 136 Million WCDMA Subscribers Worldwide
(as of June, 2007)
0
10
20
30
40
50
60
70
80
90
100
110
120
130
140
S
u
b
s
c
r
i
b
e
r
s

(
M
)
Source: Wireless Intelligence
August 21, 2007
36
PAGE 36
2G to 3G Migration is Inevitable
Subscribers in Japan Move to 3G CDMA to Take Advantage of Rich Multimedia
and High-Speed Data Services
Source: KDDI and NTT DoCoMo press releases and company information
0
2
4
6
8
10
12
14
16
18
2
-
J
u
n
J
u
l
-
0
2
A
u
g
-
0
2
S
e
p
-
0
2
O
c
t
-
0
2
N
o
v
-
0
2
D
e
c
-
0
2
J
a
n
-
0
3
F
e
b
-
0
3
M
a
r
-
0
3
A
p
r
-
0
3
M
a
y
-
0
3
J
u
n
-
0
3
J
u
l

2
0
3
A
u
g
-
0
3
S
e
p
-
0
3
O
c
t
-
0
3
N
o
v
-
0
3
D
e
c
-
0
3
2G - cdmaOne/PDC
3G - CDMA2000 1X
KDDI Cumulative Subscribers
9.1M
9.1M
9.7M
9.7M
(millions)
0
5
10
15
20
25
30
35
40
45
D
e
c
-
0
4
J
a
n
-
0
5
F
e
b
-
0
5
M
a
r
-
0
5
A
p
r
-
0
5
M
a
y
-
0
5
J
u
n
-
0
5
J
u
l
-
0
5
A
u
g
-
0
5
S
e
p
-
0
5
O
c
t
-
0
5
N
o
v
-
0
5
D
e
c
-
0
5
J
a
n
-
0
6
F
e
b
-
0
6
M
a
r
-
0
6
A
p
r
-
0
6
M
a
y
-
0
6
J
u
n
-
0
6
2G - PDC
3G - WCDMA (FOMA)
NTT DoCoMo Cumulative Subscribers
(millions)
25.8M
25.8M
25.9M
25.9M
August 21, 2007
37
PAGE 37
2G to 3G Migration is Inevitable
Western Europe Sees Surge in WCDMA Subscriber Growth
Source: Wireless Intelligence, May 2007
Q1 2007 saw the first decline in GSM net additions in Western Europe
Q1 2007 saw the first decline in GSM net additions in Western Europe
-2
0
2
4
6
8
10
Q1
2004
Q2
2004
Q3
2004
Q4
2004
Q1
2005
Q2
2005
Q3
2005
Q4
2005
Q1
2006
Q2
2006
Q3
2006
Q4
2006
Q1
2007
WCDMA
GSM
Western Europe Net Subscriber Additions by Quarter
(millions)
-.5 million
-.5 million
8.2 million
8.2 million
August 21, 2007
38
PAGE 38
Source: Average of Strategy Analytics (J uly 2007) and Yankee Group (Apr 2007)
38%
62%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
WCDMA
GSM/GPRS/EDGE
Western Europe Wireless Technology Market Share
GSM Subscribers Continue to Decline in Western Europe
GSM Market Share in Region is Forecast to Drop to 27% by 2011 as Subscribers Rapidly
Move to 3G WCDMA for Advanced Services and Higher Data Rates
August 21, 2007
39
PAGE 39
GSM Subscribers in North America to Decline After 2007
GSM Market Share in Region is Forecast to Drop to 11 percent by 2011 as Subscribers
Move to 3G EV-DO and WCDMA/HSPA for Richer Services and Higher Data Rates
Source: Average of Strategy Analytics (J uly 2007) and Yankee Group (J uly 2007) subscriber forecasts
11%
53%
30%
2%
0%
10%
20%
30%
40%
50%
60%
70%
80%
2003 2004 2005 2006 2007 2008 2009 2010 2011
GSM/GPRS/EDGE
CDMA2000
WCDMA/HSPA
Other *
* Other includes AMPS, cdmaOne, iDEN and TDMA
North America Wireless Technology Market Share
August 21, 2007
40
PAGE 40
Worldwide mobile TV subscribers slated to expand
Forecasts Show Significant Growth for Mobile TV
Estimates from ABI, Informa, In-Stat, iSuppli, Datamonitor, NSR, Strategy Analytics, IMS Research, Mobile Youth, eMarketer, and Juniper.
Compiled and combined by Robert Hale & Associates, 10/2006.
August 21, 2007
41
PAGE 41
Wireless providers
can leverage
BREW Offerings as
building blocks
BREWEnhancing the Mobile Data Experience
Rich, integrated and
dynamic user experiences
Open content delivery
platform for operator
integrated differentiation
Infrastructure for
Location-Based Services
(LBS)
OR
Launch ready-to-use
BREW Signature
Solutions
Current BREW
Customers
www.brewtoday.com
$1B+ BREW
Publisher/
Developer
Earnings*
*Cumulati ve thru 03/05/07
BREW Solution Customers
Device Manufacturers
Countries with
BREW Solutions
June 2007
65+
45+
30+
August 21, 2007
42
PAGE 42
BREW Success Worldwide
$1 Billion+
Earned by BREW
publishers and
developers since
November 2001*
*Cumulative through 3/5/2007
August 21, 2007
43
PAGE 43
Compelling User Interfaces through uiOne from Major Global Operators
Self-branded
Ice phone
using uiOne
Changes the Face of
Wireless Phones
with Celltop
uiOne
uiOne: Enriches User Experience with Personalization
On Demand brings
news and weather to
the Home Screen
August 21, 2007
44
PAGE 44
Example: Diabetes Management Solution
Product Features
Embedded glucose meter
In-hand assistant
Ability to interface with other devices
One-touch live emergency assistance
Service Features
Portals to access collected data
Diabetes management services
Optional emergency assistance
LifeCOMM: Integrated Health Services
August 21, 2007
45
PAGE 45
Mobile Commerce - Phone as Multi-Purpose Payments Platform
Prepaid Top-Up
M-Commerce, ticketing
Mobile Banking
Peer-To-Peer Transfers
International Remittances
Proximity Payments
Proximity Payments
Remote Payments
Remote Payments
Contactless ticketing
Retail Shopping
Vending
Loyalty, Coupons
August 21, 2007
46
PAGE 46
Thank you!

Qualcomm Mobile Solution

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