Former Chief Executive Officer, Qualcomm
IQ2012, Steve Mollenkopf, Qualcomm, part 2
http://abloud.blogspot.com/2012/09/iq...
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Innovation Qualcomm, Berlin 2012, Steve Mollenkopf, president and COO. Часть 2.
About Steven Mollenkopf
In 2018, Mollenkopf expressed disappointment over the termination of Qualcomm's deal to acquire NXP Semiconductors, but noted that the company had grown its non-mobile revenue to $5 billion, a 70% increase since the deal was signed. He stated that Qualcomm did not see a change in China's posture toward the company despite the deal's failure, and described the business environment there as "very friendly" and "very constructive." Throughout 2019 and 2020, Mollenkopf described 5G as a fundamental technology change comparable to electricity or water, and cited an IHS study estimating it would generate $13.2 trillion in economic value by 2035. He said that 5G would disrupt industries including healthcare, energy, retail, and manufacturing. Mollenkopf also stated that he did not expect a separation of international 5G standards, saying it was not in the interest of companies like Qualcomm and Huawei to create such a divide. He characterized Qualcomm as the world's leading wireless technology innovator, citing $61 billion in R&D investment over 35 years.
Transcript (13 segments)
✨ AI-enhanced transcript with speaker attribution
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Steven Mollenkopf0:00
Our devices have become the center of our lives. We use them for entertainment, computing, and education. People are using them for health care, and that will increase. In the future, devices will connect and do everything we need, controlling our lives as a remote control. The opportunity for the industry to develop experiences on and between devices is immense, offering a great chance to reach more, connect more, and create more.
So, about 2006, we started an initiative called Wireless Reach. Its purpose is to extend cellular and mobile connectivity to bring wireless benefits to underserved communities worldwide. Now, it spans 73 projects across 31 countries, covering entrepreneurship, education, healthcare, environment, and public safety. We're very proud of it.
Looking at Europe, we have a partnership with the Upper Core and Vodafone Spain Foundation for an augmented reality project in Spain with e-Labora. The project uses the camera to provide step-by-step training guides, helping workers with intellectual difficulties to be more productive. It's one of many projects improving wireless impact globally.
Now, regarding networks, 4G and 3G are becoming ubiquitous. There are 89 LTE networks in 45 countries, 472 HSPA and HSPA+ networks in 183 countries, and 27 EVDO networks in over 60 countries, with room for growth. There are over a million connections per day, and by 2016, there will be 3.4 billion connections annually, showing amazing growth. In Europe, there are 382 million 3G connections, only 35% of total connections, indicating enormous runway for new experiences and connectivity.
In Europe, about 42 LTE networks are launched, with 100 more planned. LTE growth from 2011 to 2016 is expected at 200% per year, accelerating wireless data growth. It's not just data devices but also multi-mode 4G and 3G solutions on phones, which we aim to make easy for the industry. You'll hear more about chipset offerings from Cristiano and Murthy today. This is a big growth driver for our business.
Two key trends in mobile data: more devices are connected, and data usage per device is increasing. In 2011, a typical smartphone uses 35 times more data than a feature phone. Networks like Telenor and China Mobile expect over 150% growth in data next year. NTT Docomo plans to add 1,000 times data capacity from 2010 to 2020. Qualcomm is working on technology to enable 1,000 times growth in network capacity.
There are several innovations: we're driving R&D in standards like LTE Advanced, HSPA Advanced, WCDMA, and LTE Direct to increase data throughput and network connectivity. Additionally, we envision a different network topology with many small cells to diversify deployment scenarios. We're a big believer in small cells, but innovation is needed in low-cost cell sites, backhaul, interference management, and device-side offloading to enable 1,000 times growth.
Looking at cell sites, we think they can become as small and cheap as phones. This is a real base station in our labs, incredibly small. By leveraging the scale of phones, we can drive the next layer of network capacity growth.
About a year ago, we acquired Atheros, a connectivity and networking company, because we believe everything will be connected in multiple ways. In the home, there will be various connection methods like power line communications, Wi-Fi, and HomePlug Green PHY, to connect to the right technology at the right time for data transfer.
We demonstrated 802.11ac this year, enabling connection of many mobile devices in the home. We were the first to demonstrate this on a mobile device in Barcelona. In the future, homes will have hundreds of IP addresses, and sharing data across connected devices will be key. We imagine all devices connected, with the phone as a remote control, driving end-to-end solutions. This complexity extends beyond homes to shopping malls, museums, and cars, and Qualcomm aims to make it easy.
Another big trend is everything running some form of mobile OS and leveraging app stores. In 2011, there were 30 billion downloaded apps, expected to grow to 66 billion by 2016. This growth is driven by more devices, including different types like washing machines. Qualcomm technology will soon be in many wireless devices and consumer electronics, happening rapidly.
Healthcare is a huge global problem with chronic disease, high costs, inaccessibility, and shortages of providers. Technology can provide advantages, extending cellular reach. A study in the US showed a 50% reduction in mortality for patients with defibrillators using cellular tracking. We launched a service in the US, coming to Europe soon, to connect existing devices to the cloud via cellular, abstracting connectivity away from devices, similar to the 'kindleization' of healthcare.
We're spending time on software as a technology enabler. Peer-to-peer via AllJoyn, an open-source project, enables ad hoc networks across platforms for quick device interaction. We're bringing web technologies like HTML5 into mobile with optimized Snapdragon solutions and additional APIs for camera, GPS, file systems, and peer-to-peer. Augmented reality allows phones to interact with the physical world, with our Euphoria platform having over 30,000 developers and 1,000 commercial apps.