Internet of Things: Our Road Ahead

Qualcomm Technologies, Inc.
Internet of Things: Our Road Ahead
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Mobile is the largest technology platform of mankind
~7.5B
Mobile connections
~4.7B
3G/4G connections by 2019
Source: GSMA Intelligence, Apr. ’15, Gartner, Sept. ‘15
2
>8.5B
cumulative smartphone
unit shipments forecast
between 2015–2019
53%
Increase in smartphone
installed base forecast
between 2015–2019
Source: Gartner Sep. ‘15
3
Invent
~$40B invested in Cumulative R&D
over the past 30 years
As of Q2’15
4
Advancing technology through invention and foresight
Foresight
Add data to the
network
Foresight
Demand created for
higher quality voice
Invented
Digitized wireless
communications
Invented
Increased voice
quality
Foresight
Using phone as
computing device
Invented
Data added with 3G
technology
Invented
First 1GHz mobile
processor
Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc.
5
Advancing technology through invention and foresight
Foresight
Enhance experience
of video on mobile
Foresight
1000x increase in video
on mobile
Invented
LTE Broadcast
Foresight
Billions of connected
devices
Invented
Brought 4K into
mobile devices
Invented
Technologies that
enable IoE
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Smartphone: our most personal device
~106
Avg. number of daily
app launches by US
Android users
~75%
18-24 year olds reach
for it immediately
after waking up
~94%
Use their device
to look for local
information
~79%
Watch video on
their device
Sources: comScore custom research avg. over Q3’13 Nov.’13, IDC Mar ’13, Google May ’13
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Mobile technology is the design point for other connected devices
Internet of Things: 25 billion connected devices by 2020
Computing
Internet of things
~600M unit TAM
~3.5B unit TAM
Automotive
IoT
~700M unit TAM
~250M unit TAM
Largest
ecosystem
Networking
Fastest
evolving OS
Leading multimedia
processing
Source: 2018 TAM based on a combination of third party and internal estimates
8
The smartphone experience defines future automotive use cases
Automotive: ~250 million unit TAM in 2018
Products
Connectivity
SD602A
Gobi 9x15
X7 LTE (9x30)
QCA6574
QCA6564
QCA6234
Source: 2018 TAM based on a combination of third party and internal estimates
9
Connected, smart devices expands the edge of the Internet
Smart cities
Smart homes
Wearables
Products
Connectivity
SD400
Source: 2018 TAM based on a combination of third party and internal estimates
Gobi 9615
Gobi 9215
Gobi 6600
Gobi 6200
Gobi 6270
Gobi 6055
Gobi 1110
Gobi 1105
QCA400x
QCA4531
QCA937x
QCA6234
QCA9274
QCA7500
QCA7000
QCA3002
AR6003
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Transforming everything
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IMPROVING EDUCATION
1.4B STUDENTS
globally* can further their education
with mobile education
*National Center for Education Statistics
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Transforming health care
Creating a world with access to health care anytime, anywhere
~$2.5 Trillion
Economic impact of IoT
in health care by 2025
Source: Strategy Analytics M2M Strategies Advisory Service, McKinsey Global Institute, 2013
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Smart building
management
Building as a platform
Distributed renewables
integration
Demand response
Smart parking meters
and garages
Wireless vehicle
charging
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4G LTE provides a solid foundation for Cellular IoT growth
Scaling up in performance and mobility
Scaling down in complexity and power
LTE Advanced
LTE Cat-1
LTE-M (Cat-M1)
NB-IOT
>10 Mbps
n x 20 MHz
Up to 10 Mbps
20 MHz
Up to 1 Mbps
1.4 MHz narrowband
10s of kbps to 100s of kbps
180 kHz narrowband
LTE Advanced (Today+)
LTE IoT (Release 13+)
Mobile
Video security
Connected car
Wearables
Energy Management
Object Tracking
Connected healthcare
Utility metering
City infrastructure
Environment monitoring
Smart buildings
Significantly widening the range of enterprise and consumer use cases
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In parallel: driving 4G and 5G to their fullest potential
5G
LTE
Fully leverage 4G investments
Enable a wide range of new services
Improve cost and energy efficiency
A unified platform
LTE Advanced
4G
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