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Accelerating Wearables:The New Connected Family
Pankaj KediaSr. Director & Global Head, Smart Wearables Segment
TDK Developers Conference09.17.2018.
2
QUALCOMMLEADING MOBILE, IOT, WEARABLE TECHNOLOGIES
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
3©2013-2016 Qualcomm Technologies, Inc. and/or its affiliated companies. Shared under NDA
Industry Evolution
IBM 5150
1981
TheDesktopEra
NEC UltraLite
1989
ThePortableEra
Apple iPhone
2007Apple iPad
2010
TheMobileEra
Each Subsequent
Era Bigger Than
The Previous One
Complement,
Not Replace
Wearables =
First Inning
LGWatch
2014Apple Watch
2015
TheWearablesEra
4©2013-2016 Qualcomm Technologies, Inc. and/or its affiliated companies. Shared under NDA
The “New” Connected Self
CONNECTEDFITNESS
TRACKERS
SMARTPANTS
SMARTGLASSES
MEDICAL BANDS
SMARTSHOES
WEARABLE CAMERAS
SMARTHEADSETS
SMARTCARDS
SMARTWATCHES
5©2013-2016 Qualcomm Technologies, Inc. and/or its affiliated companies. Shared under NDA
CONNECTEDFITNESS
TRACKERS
SMARTPANTS
SMARTGLASSES
MEDICAL BANDS
SMARTSHOES
WEARABLE CAMERAS
SMARTHEADSETS
SMARTCARDS
SMARTWATCHES
The “New” Connected Self + Family
MY PETS
MY KIDS
MY PARENTS MY VALUABLES
MY SPORTS
MY IOT DEVICES
6©2013-2016 Qualcomm Technologies, Inc. and/or its affiliated companies. Shared under NDA
CONNECTEDFITNESS
TRACKERS
SMARTPANTS
SMARTGLASSES
MEDICAL BANDS
SMARTSHOES
WEARABLE CAMERAS
SMARTHEADSETS
SMARTCARDS
SMARTWATCHES
The “New” Connected Self + Family
MY PETS
MY KIDS
MY PARENTS MY VALUABLES
MY SPORTS
MY IOT DEVICES
STAYCONNECTED
GET FIT,STAY FIT
ALWAYSCONVENIENT
ALWAYSPRODUCTIVE
BE SAFEBE SECURE
CONTROLIOT DEVICES
HELLO ALEXAOK GOOGLE
ENTERTAINLISTEN TO MUSIC
IDENTIFY ANDPAY
STAY HEALTHYSTAY WELL
7
Wearable CompanionsSmart Watches Kids Watches Smart Trackers
LUXURY
FASHION
SPORTS
GENPURPOSE
CHILDREN’S
BRAND
OPERATOR
BRAND
CE / PHONE
BRAND
KIDS
PETS
ELDERLY
VALUABLES
SMARTCLIP / CARD
SMARTGLASS
SMARTSHOE
SMARTAPPAREL
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Qualcomm Wearables Segmentation
8
SmartwatchSegment
Option 2
Announced 9/10/18
Next generation smartwatch platformbased on new ultra-low power system architecture
3100 platform
Qualcomm Snapdragon and Snapdragon Wear are products of Qualcomm Technologies, Inc. and/or its subsidiaries.
If Wear OS by Google, then Snapdragon Wear
Gen 1Snapdragon™ 400 Platform
General purpose
Luxury
Fashion
Sports
Gen 2Snapdragon Wear™ 2100 Platform
Gen 3Snapdragon Wear™ 3100Platform
Many Many
More
Brands
Entering
Announced
On Sept 10
Gen 3Snapdragon Wear™ 3100Platform
Qualcomm Snapdragon and Snapdragon Wear are products of Qualcomm Technologies, Inc. and/or its subsidiaries.
100 smartwatches shipping from 25 brands
General purpose
Luxury
Fashion
Sports
Gen 1Snapdragon™ 400 Platform
Gen 2Snapdragon Wear™ 2100 Platform
Many Many
More
Brands
Entering
Announced
On Sept 10
Smartwatch Usage
5%Interactive
95%Ambient
The “5-95” Rule
Phone Based Architecture
A7
DSP / M4
Smartwatches Today
5%Interactive
95%Ambient
Smartwatch Based Architecture
4 x A7
DSP
Co-Processor
RTOS
Big
Small
Tiny
Snapdragon Wear 3100
5%Interactive
95%Ambient
Snapdragon Wear 3100: Next Generation Smartwatch Platform
Core baseband(MSM8909w / APQ8009w)
Wear OS
Wi-Fi +Bluetooth(WCN3620)
RFFE w/ GaAs PAs(QPA4360 / QSW8573 / QET4101)
Sensors
WearablePMIC(PMW3100)
NFC(NQ330 / NQ310)
Ultra-low powerco-processor(QCC1110)
RTOS
Modem / GPS RF(WTR2965 / WGR7640)
Dual Displayarchitecture
DSP
New ultra-low power co-processorDesigned from the ground up to re-imagine smartwatch experiences
New hierarchical system architectureWith optimal partitioning across A7, DSP, and QCC1110
Open Sensor frameworkNext-gen sensor processing with open execution environment in theDSP and co-processor, enabling higher differentiation and faster TTM
New wearable PMICfor lower power operation while reducing size and increasing integration
New NFC chipsSupport for smaller antenna design and higher reader interoperability
New dual-display architectureAP via MIPI, QCC1110 via SPI
New RFFE w/ Gallium Arsenide PAsOptimized for power efficiency and wearable form factors
New Sensor Framework in DSP and Co-Processor
Compelling Sensor Applications
Sensors/Algo InnovationVia
Sensor Execution Environment
(SEE)
Ultra Low Power Sensing
All-Ways Aware Hub (AAH) on MDSP
BlackGhost 2.0
Application Processor
Pedometer QHeart
SEE 3rd Party Algos
BlackGhost Sensor[Accelerometer,
Gyroscope,Magnetometer,
Pressure, ALS/ProximityPPG, AMD, Wrist Tilt]
Sensors Execution Environment (SEE)
Android Wear Hardware Abstraction Layer (HAL)
AMDWrist
TiltLLOB
Accel Gyro
BlackGhost ProxySensor
Sensors Execution Environment (SEE)
Mag Pressure PPGALS/Prox
SP
I
QM
I
SP
I
I2C
Accel/Gyro sensor Mag sensor Pressure sensor PPG sensor ALS/Prox sensor
CHRE
fast
RP
C
SMD Gaze Ungaze Off-BodyAR
CHRE HALA7
DSP
Co-Processor
RTOS
Fashion Meets SmartsEnhanced ambient mode
Today
A7
DSP
Co-Processor
RTOS
Snapdragon Wear 3100
Smooth second hand, multi-color, live complications, adaptive brightness, full touch
2843
MON10
Available at launch
1
2
3
HoursGPS + HR*
Up to
Today
Heart rate
14532.8
00:4517
km/h
Snapdragon Wear 3100
3HoursGPS + HR
Up to
DSP
Co-Processor
RTOS
A7
Range of Experiences: Run, Swim, Hike, Bike, …
Available via future release
*Qualcomm Internal Calculations. Based on typical sports watch 450mAh battery capacity.
Sports Meets SmartsDedicated sports experiences
19
Kid WatchSegment
Option 2
First Dedicated Kid Watch platformdesigned to accelerate 4G based use cases
2500 platform
Announced 6/26/18.
21
12YEARS 18
YEARS
6YEARS
4YEARS
10YEARS
Kid Trackers
Kid WatchesSmartphone
Qualcomm Kid Wearables
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
22
0
10
20
30
40
50
60
70
80
2015 2016 2017 2018 2019 2020 2021 2022 2023
4G 3G 2G
Kid Wearables: Transitioning to 4G
4G Transition
1 Billion 4-10 Year Kid Population Around The World Kid Watch Segment Transitioning to 4G
80+ Mu Total Market, 4G Accelerating to 85+% by 2023
Significant Upside Across India, Latin America, Indonesia
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
23©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Phase 3: 4G Kid Platform
Kid Wearables: Use Case Evolution
Phase 2: Calling + Tracking
Phone Calls
Location Tracking
Keep-in-Touch
Learn-n-Grow
Fun-n-Play
Stay Fit
Phase 1: Calling Only
2G
2G
/3G
+ G
PS
4G
24
Accelerating 4G Kid Watches
4 OEMs | 8 SKUs
5 Operators | 3 Countries
QSC6270 / 6155
Going Global with
Range of Brands
Strong
Customer
Pipeline
In Place
12 OEMs | 15 SKUs
13 Operators | 12 Countries
Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
25
Peru
Mexico
Spain
Germany, Italy, Netherlands, UK, Greece
Turkey
China
South Korea
Japan
USA
COMING
SOON
4G Kid Watches Going Global !!!Devices based on Snapdragon Wear shipping at 15 operators in 14 countries
South Africa
26
Strategic Collaboration with TDK (Invensense)
• Optimized algorithms to enable new use cases
• TDK to provide algos running on A7
• TDK open to engaging with customers for OEM-customized algo solutions
Benefits to Customers
• More differentiated options for customers
• Enabling an out-of-the-box-experience via TDK-developed APK
Description
Gestures
Push arm down
Push arm up
Shake (2 half twists of the wrist)
Multiple arm shake front-back
Inverse B2S (Put Arm down for screen off)
Strategic Collaboration with TDKExpanding Algorithms Choices for Fun-n-Play
Announced
June 2018
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
27
SmartTracker Segment
Option 2
28
Cat 4/1 and Cat M1/NB-IOT Platformsoptimized for smart tracking
1100 and 1200 platforms
29©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Pet Ownership High Across Regions
Source: GfK survey 2016, 27K internet users, ages 15+, 22 countries
30©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Pet Trends
4.5M pets lost each year, 1 pet lost every second
2M dogs killed on roads per year
95% of owners consider their pets to be part of the familyG
LO
BA
L
$70B Spent on Pets
in 2017
If HH Income >$70K,
>$1K Spent on PetsUS
A
31©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Pet Tracking Use Cases
Value Proposition
• Track heart rate
• Monitor respiration
• Measure temp
• Detect abnormal posture and
behavior
• Vaccination reminders
• Re-enforce good behavior
• Bark detection & training
• Discourage anti-social
behavior • Indoor & Outdoor Location
• Geo-fence
• Virtual fence
• Monitor environment temp
• Detect ambient sounds (bark)
• Voice Call (Lost & Found)
• Count steps
• Measure active time
• Track sleep
• Heat map logging
BehaviorActivitySafety Health
32
$50
Multi-purpose Tracker
Step Counter
High-End4G Pet Tracker
Premier Tier
4G Pet Tracker
Behavioural Training
2G
3G
4G
RFID
USB
RF
$200$100
Health: Vital Signs Monitoring
Activity & Behaviour
Location: Safety & Security
ID
©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Pet Tracking Segmentation
33©2013-2018 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Example Qualcomm Based Trackers
34
Wearable CompanionSegment
35
4G + Android based platforms optimized for wearable companions
2100 and 2500 platforms
36
Range of Opportunities
37
Range of Opportunities
38
Range of Opportunities
Streams music from range of services
Hands-free Voice calling
Your Voice Assistant (Alexa, Hey Google) to go
Your wireless modem for tethered wearables
Your fitness companion
Your smart home hub
39
SensorOpportunities
Qualcomm Sensor Approach
4x A7
DSP
Co-Processor
Sensor Execution
Environment
Sensor Execution
Environment
Sensors
Wear OS
SDW3100Smartwatches
Sensor Algos
Sensor Algos
Sensor Algos
4x A7
DSP
Sensors
Android
SDW2500 / SDW2100Kid Watch / Wearable Companions
Sensor Algos
Sensor Algos
A7
Sensors
Linux
SDW1100 / 1200Smart Trackers
Sensor Algos
Qualcomm Sensor Approach
Broad Ecosystem Support
• Open development
platform for 3rd Party
Solution Providers
Motion Estimation
• Tilt-to-wake
• Significant Motion
• Relative Motion
• Absolute Motion
Fitness
• Pedometer
• Step
detect
• Step count
Accurate Location• 1 Hz low power
location
• 9-DOF Sensor
fusion
• GNSS + MEMS +
WiFi
Heart Rate
• Advanced OHR
algorithms
Sensor Ecosystem Opportunities
Environment Navigation Context Health/Fitness
Touch
Ambient
Light
Proximity
RF
Enhancement
Temperatur
e
Humidity
Gyroscope
Acceleromet
er
Compass
PressureMicrophone
Sensor
assisted
location
Lower Power + Smaller Size + Higher Accuracy
New Sensor Types AND Optimized Sensor Algorithms Across Categories
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For more information, visit us at:
www.qualcomm.com & www.qualcomm.com/blog
Thank you
Nothing in these materials is an offer to sell any of the
components or devices referenced herein.
©2018 Qualcomm Technologies, Inc. and/or its affiliated
companies. All Rights Reserved.
Qualcomm is a trademark of Qualcomm Incorporated,
registered in the United States and other countries. Other
products and brand names may be trademarks or registered
trademarks of their respective owners.
References in this presentation to “Qualcomm” may mean Qualcomm
Incorporated, Qualcomm Technologies, Inc., and/or other subsidiaries
or business units within the Qualcomm corporate structure, as
applicable. Qualcomm Incorporated includes Qualcomm’s licensing
business, QTL, and the vast majority of its patent portfolio. Qualcomm
Technologies, Inc., a wholly-owned subsidiary of Qualcomm
Incorporated, operates, along with its subsidiaries, substantially all of
Qualcomm’s engineering, research and development functions, and
substantially all of its product and services businesses, including its
semiconductor business, QCT.
