2. Bill Davidson
Senior Vice President, Global Marketing &
Investor Relations
2
3. 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
industry trends, anticipated future results and product availability, potential market size, market shares
and other factors that inherently involve risks and uncertainties, including the rate of development,
deployment and commercial acceptance of CDMA- and OFDMA-based networks and technology and
fluctuations in the demand for CDMA- and OFDMA-based products, services or applications.
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 includes 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 included at the end of this presentation.
DISCLAIMER
Nothing presented here today, in any video, slide presentation, demonstration or otherwise, is an
offer to sell any components or devices. Certain components for use in the U.S. are available only
through licensed suppliers. Some components are not available for use in the U.S.
3
4. 180+ 3G licensees
9 royalty-bearing single-mode 4G licensees
(including Top 3 OEMs)
Broadly licensed patent portfolio:
~12.6K U.S. and ~59.2K international granted
patents and pending patent applications
World’s largest fabless semiconductor
company, #1 in wireless
700+ devices launched in FY09 based on
QCT Chipsets
4
5. Strong Global 3G Subscriber and
Network Growth
3G GROWTH THE KEY DRIVER FOR QUALCOMM
3G Operators 3G Subscribers (Millions)
700 1,000
900
600
800
500 700
600
400
500
300
400
200 300
200
100
100
0 0
2005 2009 2005 2009
Source: Wireless Intelligence (Jan 2010), GSMA and CDG, December 2009
5
6. Trends Driving Data Growth
3G subscriber
growth
Application stores
Broadband
connectivity
Video downloads
Flexible data rates
Shift to cloud
computing
AT&T Has Seen 5000% Mobile
Data Growth Over Past 3 Years
Source: AT&T
6
7. The Cell Phone Has Become the
Biggest Platform Created
>1B 3G Subscribers Today
Expected to be ~2.8B by 2014
Note : 3G includes CDMA2000, WCDMA and TD-SCDMA
Source: Wireless Intelligence estimates as of April 19, 2010 for the quarter ending March 31, 2010; number of unique wireless connections.
7
8. Migration From 2G to 3G
Continues to Accelerate
3G HANDSET SHIPMENTS* (MILLIONS)
~75%
3G Handset
Shipments
1,200
1,000 3G
800
600
400
GSM
200
0
2008 2009 2010E 2011E 2012E 2013E 2014E
Note: Average does not include IDC and Strategy Analytics
Sources: Average of ABI Research (Mar 10), Informa (1Q2010) and Yankee (Mar10)
8 *Shipments refer to sell-through numbers from Informa Telecoms & Media and Yankee and sell-in from ABI Research.
9. CDMA-Based Device Shipment Estimates
CALENDAR YEAR, MILLIONS, AS OF APRIL 21, 2010
600-650e
500-516
476
382
297
CY2006 CY2007 CY2008* CY2009* CY2010
CDMA2000 WCDMA
CDMA Growth is a Key Stockholder Value Driver
Note: As with our prior estimates of CDMA-based device ASPs and unit shipments, the reported quarterly estimated ranges of ASPs and unit shipments are determined based on the information as
reported to us by our licensees during the relevant period and our own estimates of the selling prices and unit shipments for licensees that do not provide such information. Not all licensees report selling
prices and/or unit shipments the same (e.g., some licensees report selling prices net of permitted deductions, such as transportation, insurance and packing costs, while other licensees report selling prices
and then identify the amount of permitted deductions in their reports), and the way in which licensees report such information may change from time to time. The midpoints of the estimated ASP and device
shipment ranges for the relevant periods are identified for comparison purposes only and do not indicate a higher degree of confidence in the midpoints. WCDMA includes TD-SCDMA.
9 * Applying adjusted assumptions (as per April 21, 2010 announcement).
10. Connecting the Unconnected
BY 2011, EMERGING REGIONS ARE
EXPECTED TO REPRESENT
HANDSET SHIPMENTS
Note: Emerging Markets include Americas, Eastern Europe, Middle East & Africa, India, China and Developing APAC
10 * Shipments refer to sell-through numbers. Source: Informa Telecoms & Media (Q1 2010)
11. CHINA
CDMA SUBSCRIBER
GROWTH FROM 2009-2014
Source: Average WCIS and Wireless Intelligence
11
12. INDIA
CDMA SUBSCRIBER
GROWTH FROM 2009-2014
3G and BWA Spectrum Auctions Completed
Source: 2009-TRAI Report as of Dec 09. 2014-Avg. of WI (April 10) and WCIS (May 2010)
12
13. LATIN AMERICA
CDMA SUBSCRIBER
GROWTH FROM 2009-2014
Source: Average WCIS and Wireless Intelligence
13
14. Qualcomm Technology Licensing (QTL)
WELL POSITIONED FOR TODAY AND LONG-TERM IN A GROWING INDUSTRY
3G CDMA
4G OFDMA
9 ROYALTY-BEARING
180+ LICENSES LICENSEES, INCLUDING
TOP 3 OEMs
Covering 3G and Covering Non-3G,
Multi-Mode 3G/4G Single-Mode 4G
14
15. Qualcomm CDMA Technologies (QCT)
OUR POSITION IN THE SEMICONDUCTOR INDUSTRY
Source: IC Insights, Company Report 2Q ’09; iSuppli, Q3 Update, September ‘09
15
16. And The Need for More Compute Power
ALL THE POWER OF A LAPTOP IN YOUR POCKET
Snapdragon Family
Qualcomm Enhanced CPU**
(1-1.5GHz)
Convergence
Dual-Core
ARM9 + ARM11
Up to 740 MIPS*
(400 MHz)
Enhanced Platform
Multimedia Platform ARM9
ARM9 Up to 250 MIPS*
ARM7TDMI Up to 160 MIPS* (225 MHz)
ARM MCU 23 MIPS* (146 MHz)
Intel 80186 (27 MHz)
10 MIPS < 20 MIPS
(~2.5 MHz) * Dhrystone 2.1
** ARM Instruction Set
16
2010 2012
17. QCT Strategy for Growth
Make Computers
Smartphones
(Smartbooks)
Continue to
Expand
Smartphones
Drive Mass
Market Phones
Drive Mobile
Broadband into
Consumer Electronics
17
18. Expansion Into Adjacent Markets
Extending wireless leadership to include
consumer electronics and mobile entertainment
M2M
Tracking
Telematics Embedded
Modules
MP3
Femto Box
Netbook
LBS
Handheld
Smartbook Games
Router
eReaders
PND
Set-top Box
PMP
18
20. A New Mobile Computing Experience
Always-On All-Day Instant On Location
Connectivity Battery Life (NO standby/sleepstates) Aware
20
21. Chipset Innovation Driving Device
Choice and Growth
INTEGRATION MULTIMEDIA PROCESSING MULTIMODE FOOTPRINT POWER
CONSUMPTION
$20 3G DEVICES 1.5GHZ SUPPORT FOR
FOR EMERGING MOBILE MULTIPLE POPULAR
MARKETS PROCESSORS OPERATING SYSTEMS
21
22. 4G Success Enhanced by 3G Experience
LTE 3G
LTE Boosts Data Capacity Evolved 3G ensures similar user
in Dense Urban Areas experience outside LTE coverage
Qualcomm is uniquely positioned to support
first multimode LTE/3G deployments
22
23. mirasol™: Disruptive Display Technology
MORE EFFICIENT VISIBLE FULL COLOR AND
THAN LCD OUTDOORS VIDEO CAPABLE
23
24. Offloading Data Traffic
BROADCAST
WWAN
By 2014, Monthly Worldwide Mobile Data
Traffic Expected to Exceed 2008 Total
24
25. Well Positioned for
Future Growth
2G to 3G Migration Continues
OFDMA Licensing Momentum
Technology Leadership
Expanding Partnerships
New Market Opportunities
Strategic Investing for Long-term
Growth
25