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Meeting Minutes_Anand Chandrasekher_0730 Taiwan Media Roundtable

Meeting Minutes_Anand Chandrasekher_0730 Taiwan Media Roundtable

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Published by IDG News Service
Qualcomm taiwan media roundtable session
Qualcomm taiwan media roundtable session

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Categories:Types, Business/Law
Published by: IDG News Service on Aug 02, 2013
Copyright:Attribution Non-commercial


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Taiwan Media RoundtableMeeting Minutes
Date: July 30, 2013
Speaker: Anand Chandrasekher
Briefing by Anand Chandrasekher
Our fiscal 3
quarter ended on June 30, 2013. We reported results last week. We
delivered another very strong quarter, as our Qualcomm’s
Snapdragon solutions were prominent in a broad set of flagship smartphones and 3G/4G devices; average selling price was stronger than expected. We also focused on return on capital to our stockholders and increased our stock repurchases and dividends paid during thequarter. This quarter, we continued our technology leadership with our Snapdragon800 processor, powering the first LTE-Advanced smartphone. We continue to seeexpanding opportunities for growth of 3G/4G devices around the globe driven by thestrong pace of innovation in the industry.So the numbers behind the 3
quarter results: I’m
giving you the numbers on the basisof using the GAAP accounting principles. The 3
quarter revenues were $6.24 billion; 3
quarter operating income was $1.68 billion; our diluted earnings per sharewere $0.9; and operating cash flow during the quarter was $2.08 billion.Moving beyond the financial results to trends and our investments from a productstandpoint, key trends driving innovation in the industry are around three things, aswe see it.
First is “
Mobile Redefining Computing
and this is where the experiences thatconsumers are demanding more and more, those experiences are being driven muchmore by what they are living with and being shaped by from a mobility standpoint.
Second is what we call the “
1000x Data Challenge
and this is because the growthin smartphones and tablets is so fast and so phenomenal that the data traffic isincreasing at a tremendous rate on operator networks around the globe. This, in turn,is driving the traffic very fast, and we believe over the next 10 years there will be aneed to increase the capacity of these networks by the 1000x factor 
, and that’s
drivinginnovation opportunities. Third is what we call the
Digital Sixth Sense
as all of us carry around with us a very smart device, the smartphone. This device has theability to blur the distinction between the physical world around us and the virtual
world with the device and can really augment, like play, work, and education in areally significant and meaningful manner 
and that also creates opportunities. Sothese are three trends that we see around us in a very significant way and these threetrends drive our investment paradigms.
So let’s dive a little deeper into
. Let’s take a look at mobile redefining
computing.Smartphone shipments in 2012 were twice the number of PC shipped in the same timeframe. Cumulatively between 2013 and 2017, 7 billion smartphones have beenshipped. As consumers get a taste for what this device does, they want the bestexperience possible. They want a lot of performance; certainly, to be able to use theinternet and to do things around that; they want great experience; they want it to bealways on; they want to be always connected. But of course they also want afantastic mobile device: sleek, sexy, durable, fashionable, so that they always haveaccess to the best requirements that they need without the need to recharge thesedevices.
What this means is that it’s entirely about the mobile experience, and to be able to
deliver that great mobile experience given the size of the market. I think 
shipping over 1 million smartphones per year now,
so that’s a very big market
. Andnot everybody that buys a smartphone has exactly the same requirements. Different people, depending on the price point, have different requirements in terms of theexperience that they want to enjoy. What we do is cater every product
engineer every product that we do
for the experience that is desired at a particular price point by the consumer that would purchase at that level. And we own our own IP building blocks, so we integrate these IP building blocks in a very holistic and systematicmanner to be able to deliver the best mobile experience possible for the consumer.This philosophy is rooted in our power efficiency
 —that’s a given— 
 because all of these have to h
ave great battery life. It’s
rooted in having the best systems orientedsolution, for the highest end of the product all the way through to the most price-affordable product, because we want to be able to bring our best technologies,not only at the top end, but also for the most price-affordable product. And of course,all of these have to be built in with the best modem technology so that the consumer can not only take advantage of the great experience from a graphic sense, CPU sensestandpoint, but also have access to fantastic modem bandwidth so they can input andoutput information at a very, very fast pace.
Given the diverse needs of the consumers in the smartphones segment, we offer avery broad range of products, and this broad range of products is intended to satisfythe needs of the consumers from an experience standpoint at all the various price points. So our goal is, of course, to provide superior mobile experience at every price tier. Our 800 and our 600 products are targeted at premier and high-endsmartphones, tablets, and mobile computing devices. We have over 200 designs indevelopment using the Snapdragon 600 and the Snapdragon 800. Snapdragon600-based commercial devices are already shipping to the marketplace, and the600-based devices deliver up to 40% better performance than our Snapdragon S4 Prowhich we shipped last year, which was the highest performing product as of last year.So we had the highest performing product last year, we have the highest performing
 product now, and it’s 40% faster than what used to be the previous standard
. Our Snapdragon 400 and 200 are shipping into the mid-tier segments, and in theentry-level segments, and we bring our premier leading-edge technology to more people, making it accessible because these price points are a lot more affordable.As a result of our intense focus and engineering excellence to be able to deliver thegreat mobile experiences, we find ourselves at the heart of the devices you love. Our design traction r 
emains strong. We’ve just crossed a new milestone with more than
1,000 designs announced or shipping, with Snapdragon processors, and we have over 
500 designs in the pipeline. We’re also seeing increased momentum in tablets, as
OEMs leverage our phone designs for tablets, with over 40 designs in the pipeline,including the recently announced Nexus 7 by Google. Flagship devices launchedthis year include
Samsung’s Galaxy S4, the HTC
One, the Sony Xperia Z, ZTE GrandMemo, Nokia 920 and 928, Blackberry Z10 and Q10, Google Nexus 4 and Google Nexus 7, LG Optimus G Pro, and the Xiaomi MI2S. Those are just a few of the beautiful designs that
we’re very proud of, the work that
our partners have beendoing.And I want to talk a little bit about our Qualcomm Reference Design we programmed.We started this a few years ago to enable high volume mobile devices. It really is a
 brand new channel for us to be able to ship products, and it’s really a brand new
t for us as well. We’ve had very good success here, and out of the thousands
of design that I indicated that we announced or are shipping, over 200 of those
designs are from our Qualcomm Reference Design. So we’re very pleased with the
 progress here and we continue to see great traction with this program.I now want to go deeper into solving the 1000x Data Challenge. Demand for 

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