CDMA Market Statistics

CDMA Market Statistics Disclaimer Nothing in this presentation is an offer to sell any of the parts referenced herein. This presentation may refere...
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CDMA Market Statistics

Disclaimer

Nothing in this presentation is an offer to sell any of the parts referenced herein. This presentation may reference and/or show images of parts and/or devices utilizing parts whose manufacture, use, sale, offer for sale, or importation into the United States are subject to certain injunctions against Qualcomm. This presentation is intended solely to provide information for those products and uses of products that are outside the scope of the injunctions. Any device utilizing 1x-EVDO parts must utilize Qualcomm’s hybrid mode alternative solution.

QUALCOMM Incorporated, 5775 Morehouse Drive, San Diego, CA 92121-1714 Copyright © 2009 QUALCOMM Incorporated, All rights reserved.

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3G Offers Mobile Broadband Today

3G

Over 750 Million 3G subscribers

Over 217 Million HSPA and EV-DO subscribers >535 Commercial Networks:

>160 EV-DO (>55 Rev. A) >275 CDMA2000 1X

Sources for 3G commercial Operators: CDG and GSA (March 2009) Sources for Subs: Operators reports and Wireless Intelligence, January 31, 2009. 3

>310 HSDPA (>65 HSUPA) >260 WCDMA

Latin America and The Caribbean Key Indicators

9,852

9,321 Comparative PPP per capita (US$)

5,370

ƒ Population: 562.8 million ƒ 30 countries

2,360

ƒ GDP : US$ 3.4 trillion ƒ Purchase Power Parity (PPP) per capita: US$ 9,321

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Source: The World Bank

2007 figures

World

Latin America

China

India

Latin America Operator Map 55 3G Networks Deployed Mexico

Bermuda

Dominican Rep.

Jamaica

Puerto Rico

Aruba

WCDMA-HSDPA • Telcel (AMX) • Movistar (TEL)

CDMA 1X EV-DO: • CellularOne (Bermuda Digital Comm)

HSDPA: • Claro (america Movil)

CDMA 1X EV-DO: • Claro (AMX)

HSDPA : • AT&T Wireless • Claro (America Movil)

HSDPA: •SETAR

HSDPA : • LIME (Cable & Wireless

CDMA 1X EV-DO: • Iusacell (Grupo Salinas)

Guatemala

Haiti

CDMA 1X EV-DO: • Movistar (Telefonica)

CDMA 1X EV-DO: • Haitel

HSDPA: • Claro (America Movil) • Tigo (Millicom)

El Salvador

Colombia

HSDPA: • Claro (America Movil) • Tigo (Millicom)

HSDPA: • Comcel (America Movil) • Movistar (Telefonica) • Tigo (Millicom)

Honduras

Ecuador

HSDPA: • Claro (America Movil) • Tigo (Millicom)

HSDPA: • Claro (America Movil)

NIcaragua HSDPA: • Claro (America Movil)

Panama HSDPA: • Movistar (Telefonica)

CDMA 1X EV-DO: • Alegro PCS (Ecuadorian government)

Peru HSDPA: • Claro (America Movil)

CDMA 1X EV-DO: • Centennial Communications • Sprint Nextel

Trinidad & Tobago CDMA 1X EV-DO: • TSTT

Netherland Antilles CDMA 1X EV-DO: • MIO Curacao • MIO Bonaire

Venezuela CDMA 1X EV-DO: • Movilnet (Venezuelan government) • Movistar (Telefonica) •HSDPA: • Movistar (Telefonica)

Brazil CDMA 1X EV-DO: • Embratel (Telmex) HSDPA: • Claro (America Movil) • Vivo • CTBC • TIM • Brasil Telecom • Oi • Sercomtel

Paraguay Bolivia HSDPA: • Tigo (Millicom)

Chile HSDPA: • Entel PCS • Movistar (Telefonica) • Claro (America Movil)

HSDPA: • Claro (America Movil) • Personal (Telecom Italia) • Tigo (Millicom)

Uruguay HSDPA: • Ancel (Uruguayan government) • Movistar (Telefonica) • Claro (America Movil)

Argentina HSDPA: • Personal (Telecom Italia) • Movistar (Telefonica) • Claro (America Movil) 5

3G Leverages a Large Ecosystem

Over 3,760 3G CDMA Devices

Fujitsu

Source: CDG and GSA, March 2009. 3G includes CDMA2000, EV-DO Rel. 0, Rev A, WCDMA, HSPA All6trademarks, names of other companies, logos, products and services may be the property of their respective owners.

3G Operators Provide a Wide Range of Services

All7trademarks, names of other companies, logos, products and services may be the property of their respective owners

EV-DO Supports an Entire Range of IP Services

•Video/Music •Service Tiering •Streaming/Downloads •High Speed Web Browsing Multimedia Upload/Exchange •Push to Talk / Push to Media •Low Latency Gaming •Telco quality VoIP •Video Telephony •Multicasting

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Evolution of Mobile Services User trends shift from wired to wireless Simple Communication

Download

Download & Upload

Real-Time Delay Sensitivity

Seamless Fixed Mobile Convergence

Voice & Text

Streaming

User Generated Content

Rich Communication

Seamless Connectivity

• Voice • SMS/Email

• Music/Ringtones • Video • Web Browsing

• Mobile 2.0 • Social Networking • Media Sharing • Collaboration • Mobile Advertising

• VoIP • PTT/PTM • Video Communication • Multiplayer Gaming

• IPTV • Home Network • Set Top Box • Ubiquitous Broadband • Consumer Electronics • Video Surveillance

Mobile services becoming center of life 9

Global CDMA2000 Continues to Grow

Millions

20% CAGR

Source: Average of Yankee (Q4’08) and Wireless Intelligence (Mar’09) 10

3G Device Cost Declining as Scale Increases

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CDMA2000 - Big Opportunity in China New 3G policy has opened doors for rapid growth of CDMA

Millions

CDMA subscriber base to be 50% of total 3G Subscribers in China

Chinese CDMA Subscriber base to experience a 30.6% CAGR over the next four years

• CDMA includes 1X, 1X EV-DO • 3G includes 1X, 1X EV-DO, WCDMA HSPA and TD-SCDMA • Source: Wireless Intelligence (Mar’09) 12

CDMA450 OPERATORS

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CDMA450 Commercial Networks 100 Operators in >50 countries depicts a strong global presence

Source: CDG (Mar’09) 14

CDMA450 – Sky Link in Russia

ƒ Russian Telecommunications Ministry designated CDMA450 as a Russian Federal Standard (IMT-IMC-450) in 2002. ƒ SL was established in June 2003 to consolidate the 60 regional NMT-450 operators and to create a Pan-Russian CDMA450 operator. ƒ SL launched CDMA450 service in St. Petersburg in December 2002 and in Moscow in November 2003. ƒ SL launched EV-DO rel 0 service in St. Petersburg and Moscow in December 2005 and launch EV-DO rev A in May 2008 ƒ SL launched first dual band phone CDMA 450/GSM (Ubiquam 520) in March 2007

SL Network ƒ CDMA450 networks are deployed in more than 32 regions of Russia. Gradually SkyLink will deploy networks to cover 65 regions with a population of 104 million (72 % of the total Russian population).

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CDMA2000 in Russia Sky Link is rapidly increasing its CDMA subscriber base

Thousands

Source: Wireless Intelligence, (Mar’09) 16

Sky Link Terminals

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Pantech HX-575

Ubiquam U-200

LG LHD-200

Kyocera KE 301

Ubiquam U-800

Daewoo Itteki S42

JOA Telecom L-100

Ubiquam U-520

AnyDATA ASP-505

Ubiquam U-300

Pantech HX-570

AnyDATA SP-500 GA

Sky Link Rel 0 & Rev A Modems

AnyDATA ADU-520A

CMOTECH CNU-550

ZTE MG478

ZTE AC5710

AnyDATA ADU-510A

AnyDATA ADU-310A

AnyDATA APE-540-A

Airplus MCD-650

Cmotech CNM-650

Huawei EC500

AnyDATA ADU-500A

Ubiquam UM-300

Cmotech CNU-680

AnyDATA ADU-300A

Ubiquam UM-400

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GLOBAL TOP CDMA OPERATORS PERFORMANCE INDICATORS

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Verizon Wireless Data ARPU Growth of >860% since EV-DO was Launched in Q4 2003

$16.00

30%

Data ARPU % of Revenue

25%

Data ARPU

$12.00

EV-DO Handsets Introduced

$10.00 $8.00

EV-DO Launched

20%

15%

$6.00 10% $4.00 5% $2.00 $0.00

Source: Company Reports, Q4 2008 20

0%

Data ARPU as a% of Total ARPU

$14.00

Sprint Wireless Data ARPU Growth of >170% since EV-DO was launched in Q3 2005

30%

$14.00

$12.00

% of Revenue

$10.00

Handset Services Introduced

25%

Data ARPU

20% $8.00

EV-DO Launch 15%

$6.00 10% $4.00

$2.00

$0.00

Source: Company Reports, Q3 2008

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5%

0%

Data ARPU as a% of Total ARPU

Data ARPU

CDMA2000 Chipset Selection

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3G Evolution

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1x Adv. & Rev. B: Higher Capacity and Enhanced User Experience Broadband downloads

Rev. B Phase II

Rev. B Phase I

Broadband uploads, QoS

• SW upgrade to multicarrier • 3x higher data rates to all • Commercial in 2009

EV-DO

EV-DO

Rel. 0

Rev. A

EV-DO

Rev. B Phase I

DL: 2.4 Mbps UL: 153 kbps

DL: 3.1 Mbps UL: 1.8 Mbps

• New Channel card • ~ 65% higher RL capacity (Interference Cancellation) • 14.7 Mbps peak rates

DL: 9.3 Mbps1 UL: 5.4 Mbps

CDMA2000

1X

DO

Rev. B Advanced Phase II DL: 14.7 Mbps2 UL: 5.4 Mbps

DL: 32 Mbps3 UL: 12.4 Mbps3

1x Advanced

CDMA2000 1X

1x Enhancements

1x Advanced

• Excellent voice capacity • EV-DO for data

• Up to 50% more voice capacity • Available today

• 4x capacity increase over 1x today • Frees up spectrum for EV-DO data

See previous slides for footnotes

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The natural evolutions from EV-DO Rev. A and 1X

Note: Estimated commercial dates

Created 10/13/08

Incremental and Cost-effective Upgrades

Broadband downloads

Broadband uploads

Multi carrier

BTS Interference cancellation

EV-DO

CDMA2000 1X

Initial Investment

EV-DO Rel. 0 Channel Card

EV-DO

Rev. B Phase I

Rel. A Channel Card

SW Upgrade Single Carrier

1.5x Voice capacity

Rev. B Phase II Channel Card

Enhanced capacity and data rates

DO Advanced SW Upgrade

Channel Card

Single / Multi Carrier

4x Increase in voice capacity

1X 1X Enhancements Advanced Network Upgrade

Channel Card

Shows required network upgrades, new handsets typically required to support next evolution step

An evolution path that leverages current investments 25

1x Advanced - Natural next step for CDMA2000 1X CSM 6850 Rev. A/B

1x Advanced



EV-DO Rev. B

CSM 8700 1x Advanced

ƒ Same voice capacity as 1X today in quarter of the spectrum ƒ Available in the same timeframe as Rev. B HW upgrade

1x Advanced frees up more spectrum for Rev. B 26

Tripled User Data Rates Throughout the Cell

User data rate experienced during a burst

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Rev. B User Data Rates On Par with HSPA+

21 Mbps

(64 QAM) EV-DO Rev. B, 5 MHz

(3X multicarrier)

14.7 Mbps

(64 QAM) 14.4 Mbps HSPA+, 5 MHz

(single carrier, no MIMO) 9.3 Mbps

User Data Rate Experienced During a Burst

3.7 Mbps

Peak Rate

3.8 Mbps

Median Users

1.5 1.5 Mbps Mbps

Cell Edge Users

(Achievable in Optimal Conditions) 28 Source: Qualcomm simulations using 5 MHz. Shows the forward link burst data rate for the median and the 10% worst (Cell edge) users. HSPA+ with 2x2 MIMO provides 28 Mbps peak data rate

Thank You

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