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Keynote 2 - Qualcomm - Mantosh Malhotra.pdf

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  • ~7B connections, almost as many as people on Earth ~3.6B unique subscribers as of Jun. 14

    More prevalent than electricity or running water is some regions Total global mobile revenue reached ~$2 trillion in 2013, and expected to reach ~$2.9

    trillion in 2020, contributing to >5% of global GDP. (GSMA, Sept. 14)

    Driver for economic growth, technology advancement and innovation

    Every 1% increase in Internet penetration 0.8% growth in GDP (source: ITU)

    Mobile has the ability to transform literally every business and industry sector. Its happening already and this will accelerate rapidly in the years to come.

    Mobile stats for Vietnam:

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  • 3G/4G devices: 55% yoy growth 2013-2014 (IDC) 3G subs: 20mio (2013) to 28mio (2014) or 43% yoy growth (WCIS+) Overall 3G penetration: 21% (2013) to 30% (2014) (WCIS+)

    Qualcomm Technologies, Inc. 2

  • 3 Despite speculation, growth in smartphones continue to be strong >8B cumulative shipments 2014-2018 Installed base expected to more than double over this period The importance of emerging markets strengthens huge impact

    to overall device design, development cycles, specs, etc The time where affordable devices = cheap build and basic features

    no longer exists. People using entry-tier devices now share a similar experience to the big flagship devices

  • Smartphone growth is also largely due to device innovation. Consumers can and expect to do more now. App developers can offer more on their services.

    The unique, fluid dynamics between operators, device makers and developers (joke: along with Qualcomm of cos) is uprooting the fundamental nature of what a device really is- beyond smartphones.

    Mobile increasingly benefits many other industries with its rapid pace of innovation. Similarly, the requirements of these other industries is forcing the mobile industry to develop devices and services that are compelling and relevant.

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  • Historically, wireless makes a leap approximately every 10 years: 1G came along ~1980, 2G ~1990, 3G ~2000 and 4G ~2010

    (quick commercial) Qualcomm has played increasing role in these leaps ($34B Cumulative R&D Spend)

    3G is now the de facto platform for mobile Industry set for a new stage of growth: Transforming the edge of the Internet. What do we mean by

    this?

    The Internet is entering a new phase of growth driven by mobile. Billions of objects will be connected via wireless technology.

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  • To support this growth, advanced connectivity and computing technologies is required to expand the capabilities of end-devices and access nodes, which make up the edge of the Internet. Extending these capabilities to the edge of the Internet and closer to the user will increase the scalability and performance of the Internet, fundamentally changing the ways in which people create, access, store, share and consume content and data services.

    Transforming the edge of the Internet requires a philosophical re-think of our requirements in infrastructure, devices and services.

    4G, along with other modes of technologies are critical to this transformation We will explore in greater detail in the coming slides.

    Qualcomm Technologies, Inc. 5

  • Why we need to scale the Internet?

    Reach more people : The Internet needs to be more accessible and affordable so everyone can be connected

    Connect new things: Supporting the development of new applications in key areas of our lives (health, education, home, transportation)

    Deliver better experiences: Making user experiences with technology more intuitive, enjoyable and valuable

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  • Qualcomm Technologies, Inc. 7

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  • Network infrastructure is key to cost-effectively support current mobile services and enable new ones

    Akin to the role that electricity grid or highway infrastructure played in the past

    Were developing technology to allow operators to keep up w/ data demand

    Continuous 3G/4G and Wi-Fi evolution: Long runway ahead to make the most of spectrum (e.g. LTE-Advanced)

    LTE Broadcast: Large capacity gain with many users per cell receiving the same content

    LTE in unlicensed: Increasing capacity in combination with licensed spectrum

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  • Device-to-Device: Unlicensed (Wi-Fi, BT) and licensed (LTE Direct)

    Small cells to be deployed everywhere, in a viral or ad-hoc manner Our homes, offices, local businesses will become part of

    the network of the future

    Qualcomm Technologies, Inc. 9

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    The world is embracing LTE. As one of the largest markets in Southeast Asia, Vietnam needs to be part of this development as well

    Its not just about technology adoption. Its beyond better speeds, greater capacity. Its about economic empowerment, opening new industries, enhancing socioeconomic conditions

    This is not meant to be a commercial of Snapdragon products, but it is good to highlight that LTE across ALL device tiers is possible.

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    Operator momentum with LTE- A carrier aggregation is increasing 79 operators are investing across 40 countries 21 operators have launched commercially

    Last year at this time was only deployed in Korea

    Allowing operators to leverage fragmented spectrum assets to deliver higher data rates and improve network capacity

    300 Mbps is current gold standard, increasing to 450 Mbps soon

  • The Internet of Everything - Nearly everything is getting connected Machina estimates 25B connected devices in 2020 with well more than

    50% being non handsets Other firms estimate as much as 30B or 50B connected devices in

    2020

    IoE is a major paradigm shift that is reshaping how the world works at every level.

    The Internet connected us Mobile and wireless freed us IoE is the next advance in intelligent connection.

    Opportunities for business are tremendous

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