Accelerating the Wearables Ecosystem
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Pankaj Kedia Sr. Director & Global Head, Smart Wearables Segment Qualcomm Technologies, Inc. July 20, 2021 Accelerating the Wearables Ecosystem with Snapdragon Wear ™ Platforms Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
Transcript of Accelerating the Wearables Ecosystem
Pankaj KediaSr. Director & Global Head, Smart Wearables SegmentQualcomm Technologies, Inc.
July 20, 2021
Accelerating the Wearables Ecosystemwith Snapdragon Wear™ Platforms
Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
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• Wearables Market: Growth and Segmentation
• Qualcomm Vision, Strategy, Roadmap
• Accelerating the Wearables Ecosystem
Discussion Today
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Wearables Growth
Growing Segment
Google and Samsung unite to reboot Android watches, with a dose of Fitbit tooCNET, May 2021
Wearables Market Jumps as New Form Factors EmergeCampus Research, June 2021
Pandemic lifts sales of wearable gadgetsEconomic Times, June 2021
Consumer Enthusiasm for Wearable DevicesDrives the Market to 28.4% Growth in 2020IDC, March 2021
Apple Watch surpasses 100m sales – and it’s growing faster than everWearable, February 2021
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Wearables Hyper-Segmentation Underway
Use Cases Segments Form Factors Connectivity OS Support Prince Points
Wi-Fi
Bluetooth
$$$$Luxury Watches
$$$Adult Smartwatch
$Pet Trackers
$$Kid Smartwatch
RTOS
AR / VR
Watch
Tracker
Earbuds
Apparel
Shoes
Senior
Enterprise
Kids
Teens
Adults
Pets
Sensing(Health, Medical)
Entertainment(Music, Photos)
Information(Notifications)
Comms.(Call, Text)
Social(Sharing)
Enterprise(Hands-Free)
5Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
Our VisionTomorrow
Best Mobile Experience = Smartphone + Smartwatch + EarbudsToday
Best Mobile Experience = Smartphone
MUST HAVE MUST HAVE
Better Together
6Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
TomorrowYour Personal Concierge
Smartwatch EvolutionToday
Have-It-Your-WayYesterday
One-Size-Fits-All
Sports &Fitness
Seniors
Luxury
Fashion
Phone Companion
Enterprise
Kids
Up to 5+ daysInteractive Mode
Up to 2+ weeksRTOS Mode
Always ONAlways Connected
RICHERExperiences
BETTERTogether
7Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
Kids Watch EvolutionYesterdayMake calls
TodayRich, Immersive Experiences
DualCameras
Content Integration
Heart Rate &Temperature
Location &Geofencing
FitnessTracking
TomorrowLearning + Gaming Friend
VirtualASSISTANTS
Integration withEDUCATIONcontent platforms
Watch as gameCONTROLLER
AdvancedAI / MACHINE LEARNING
8Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
Senior Wearable EvolutionYesterday
JitterbugToday
Always with you
ConciergeService
MoreConvenient
Safety &Security
Location &Geofencing
VoiceActivation
TomorrowHealth & Wellness Companion
More engagingEXPERIENCES
Remote PatientMONITORING
Smaller, SleekerFORM FACTORS
Integration withHEALTH SYSTEMS
9Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
Enterprise EvolutionYesterday
ClipboardToday
Handheld
Bluetooth &Wi-Fi
TrackInventory
RemoteWorkorders
ScanPackages
TomorrowWearable
Real-timeCONNECTIVITY
Location & EnvironmentalSENSING
HANDS-FREEUsage
Secure Integration withENTERPRISE
10Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
TomorrowWidespread Adoption
Pet Tracker EvolutionToday
4G ConnectedYesterday
Bluetooth
Low power CAT M1CONNECTIVITY
Health & WellnessSENSING
Integrated with petECOSYSTEMS
BehavioralMONITORING
4G LTE
More accuratelocation
SmallerSize
LowerCost
ActivityTracking
11Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
Industry Leading Platforms Across Segments2016 2017 2018 2019 2020 2021
AOSPWearables
Seniors
Kids
Social
Enterprise
Health/Medical
Wear OSSmartwatches
Luxury
Fashion
Sports
GenPurpose
Linux / RTOSWearables
Pets
Kids
Things
Sports
SDW3100
2100 3100 4100+
4100
2500
2100
1100
1200 1300
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20Snapdragon Wear Platforms
Shipped*
40Mu seconds†
One Unit Shipping Every
Global Wearables Momentum
*Cumulative shipments though end of calendar Q2 2021 †Based on current run rate as of July 2021
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Global Wearables Momentum
Customer BrandsDeployed
75+
Customer ProductLaunches
250+
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US
Chile
EU
JapanKorea
TaiwanMexicoGuatemala
Thailand
Malaysia
Australia
Jordan
Vietnam
Saudi Arabia
Global Wearables Momentum
Countries100+
Brazil
Costa Rica
Argentina
UAE
New Zealand
Philippines
Israel
Ecuador
Columbia
Algeria
Singapore
Bolivia
Russia
Paraguay
Panama
Canada
South Africa
Turkey27
Ukraine
Dominican Republic
Peru
Venezuela
Egypt
Ivory Coast
Liberia
Madagascar
Morocco
TunisiaIraq
Bahrain
Lebanon
Oman
Qatar
ArmeniaAzerbaijan
Brunei
Indonesia
China
Kazakhstan
Uzbekistan
Turkmenistan
Tajikistan
UK
Iceland
Norway
Switzerland
Hong Kong
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Global Wearables Momentum
Mobile Operators25+
16Confidential – Qualcomm Technologies, Inc. and/or its affiliated companies – May Contain Trade Secrets
1100
1200 1300
Significant Increase in Wearables Investments2016 2017 2018 2019 2020 2021
Wear OSSmartwatches
AOSPWearables
Seniors
Kids
Social
Enterprise
Health/Medical
Luxury
Fashion
Sports
GenPurpose
Linux / RTOSWearables
Pets
Kids
Things
Sports
SDW3100
2100 3100 4100+
4100
2500
2100
2022
Cat 1 Modem
Cat M1 / NB-IOT Modem
NextGenerationPlatform
Ground-Up Design
NextGenerationPlatform
Ground-Up DesignPhone Derivative
Re-vamped SoC(12nm, 4x A53)Designed for Kids Watches
Phone Derivative New Companion Chips(AON Co-Processor)
Re-vamped SoC(12nm, 4x A53)
Ground-Up Design
NextGenerationPlatform
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For Interactive Use Cases
Phone CallVideo and Camera
Immersive Apps
For Always On (AON) Use Cases
AON TimeAON SensingAON Display
Best of Both Worlds !!!
Performance / Features
Power
Offload Capabilities
Power
Scalable Approach for Diverse Needs
SoC(A-Class)
Wear OS or AOSP or Linux
AONCo-Processor
(M-Class)
RTOS
RichDisplay
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It Takes an Ecosystem To Accelerate Growth
Qualcomm Snapdragon Wear: Building The Foundation
DeviceManufacturers
OEMsODMs
AppsContent
ISVsContent Providers
Cloud Players
Displays &Sensors
IHVsDisplay Vendors
UX / UIID
SIsDesign Firms
ServicesNetwork
OperatorsMVNOsRetail
Goal: Deliver The BEST User Experience
Qualcomm Snapdragon Wear is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.
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OEMs / ODMs
Operators
IHVs / ISVs / SIs
OS Platforms
Wearables Ecosystem Accelerator Program
GOALS MEMBERS ACTIVITIES
• Matchmaking Events
• Industry Trends
• Technology & Product Direction
• Prototypes & Demos
• Product Launches
• Co-Marketing
GROW Wearables w/ differentiateduser experiences
ACCELERATEinnovation amongst stakeholders
FACILITATE industry collaboration
Sign up now
Announcing Today:
DRIVE lower cost & faster TTM
Qualcomm® Wearables Ecosystem Accelerator Program is a program of Qualcomm Technologies, Inc. and/or its subsidiaries.
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ANNOUNCINGTODAY:
Wearables Ecosystem AcceleratorProgram
InauguralSummitComing Fall 2021
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• Wearables Market: Growing and Segmenting
• Qualcomm Accelerating Investments in Wearables– Range of platforms across segments– 40Mu+ shipped across 100+ countries with 75+ OEM brands and 25+ operators– Ground-up designs coming
• Ecosystem Collaboration Essential for Innovation; Announcing Today– Wearables Ecosystem Accelerator– First members– Inaugural summit in Fall ‘21
Summary
Follow us on: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.
©2018-2021 Qualcomm Technologies, Inc. and/or its affiliated companies. All Rights Reserved.
Qualcomm, Snapdragon, Snapdragon Wear are trademarks or registered trademarks of Qualcomm Incorporated.
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 WITH 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 our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering, research and development functions, and substantially all of our products and services businesses, including our QCT semiconductor business.
