 So, I'll just, you know, small disclaimer. So, you know, Arvind said, you know, asked me a lot of tough questions, but if you do ask me a lot of tough questions, you know, then I have to actually deflect them to a colleague of mine who handles quarter-meters. So, you know, he's the guy who will take all the tough questions. And all the easy questions can come my way, okay? So remember, easy questions to the person on the stage. Okay, so guys, I think the other reason why I'm in a spot naturally because, you know, I'm here in a session that is sitting right between all the great sessions that you've had all day today and the party you're going to have, okay? So now, I think Arvind asked a question, did you guys all have a great time? Let me ask you the following question. Are you all hoping to have a great time at the party today? Okay, who's going to the party, by the way? Okay, that's good. I mean, I see a few hands that may not raise, so I would request them, you know, they should listen to their next-door neighbors. Okay, so guys, I will not take a lot of your time, but what I wanted to do today and, you know, in fact, I will mention, you know, maybe something interesting for the audience here is to talk about some of the trends which are essentially shaping the mobile, the wireless industry right now. And believe me, guys, I mean, this is an extremely exciting time to be in this industry, you know, to be, you know, associated with any part of the ecosystem, especially the developed ecosystem. And, you know, at the end of the presentation, hopefully, you know, you'll feel, you know, the excitement and, you know, maybe shake a couple of more legs at the party, okay? Just a quick snapshot of Qualcomm. We are actually, you know, one of the world's largest fabulous companies, so we don't actually, you know, manufacture our own chips, we design our own chips and they get fabricated by the partners. And we have 25 years in the business. We are now over 15,000 employees worldwide. We have a large presence in India as well, in Hazarbath Bangalore, where we have our R&D centers and then a small, relatively smaller business offices in Mumbai and Delhi. Now, Qualcomm, we've been powering a broad variety of devices. In terms of, you know, our chipsets, you know, they are essentially going into very entry-level devices, you know, let's say 2,500 rupees devices all the way up to, you know, the super smartphones or super phones as these days are called in the dual core, you know, phones. And of course the tablets. What we do at Qualcomm is we spend a lot of time with integration and that's actually our core strength. We work on integrating all the cool technologies, which, you know, typically tend to be separate chipsets. You know, we tend to integrate them into single chipsets. So that's what we do, whether it's across the connectivity card or, you know, the CPU, multimedia, et cetera. And we do all this while focusing on the battery life. So, you know, we have some of the most power efficient processors. And, you know, just to, you know, if you have questions on, you know, what is Qualcomm doing in an Android developer conference, and Qualcomm actually has been associated with Android for many years. In fact, we are one of the founding members of the Open Answer Alliance, and we've been working very closely with Google for several years, you know, even when the first Android came out. Anyone remember the HTC Dream here? You know, the first Android device that was launched. Okay, does anyone know the operator that launched this? Okay, I think you guys are completely covered here. Okay, then we also went on to work on the first one-year-olds phone, the Google Nexus One. Anyone here can tell me which operator the Nexus One was launched with? Okay, that was a great question, because as you may know, Google actually launched that phone directly. You know, it was, you know, an open market answer, as we call it. Right, and then recently, we also launched the world's first 1.5 gigahertz Android with KT or Kodiya Telecom. Okay, so that's a little bit about Qualcomm. Now, let me actually take you a little bit into the trends that I mentioned, and just take you to a downward trip on a journey which hopefully, you will find exciting, because as I mentioned earlier, this is an exciting time. So what is happening? Clearly, the mobile has established itself as the biggest platform, or technological or communication platform in the history of mankind. Now, more specifically, if you look at the broadband side of things, again, mobile as a broadband platform has essentially, you know, being the dominant platform for people to connect on the go, you know, and get a broadband experience. And these are just some numbers here, which I'm quoting from the public numbers, but clearly show the trend on how fast these are 3G subscriptions, by the way. And as I think in a market like India, this is very relevant, because the phone is also the first computer for a lot of us. In fact, you will hear a lot of anecdotal references to the first internet experience of many Indians is on the phone. Well, that's true. And it's also because it's the first computer for many, many people in India in other emerging regions. Now, guys, please pay attention to the numbers, because I'll be asking these numbers at the end. Okay? And whoever can answer them will get a super dual regards phone. Okay? Actually, forget about the dual regards. Just remember the numbers, okay? So what is enabling this transformation? You know, the transformation of, you know, the phone into the computer. You know, there are some, you know, multiple different trends that are actually all coming together to, you know, form what we call the perfect storm of opportunity. So it's on the device side, on the network side, you know, the application services side. So I'll cover, you know, all these three, you know, in a bit of, you know, give a glimpse into, you know, all these three aspects. Let's look at the network part first. You know, it's interesting. So in, you know, World War, I mean, you've seen the large shift that happened on 3G and, you know, 4G, LTE networks are getting deployed, you know, widely. And, you know, really, if you look at the way, at least the industry is doing, you know, these multiple technologies at the moment and how they coexist, it's, you know, really about, you know, the 3G, you know, spreading across the, you know, the large regions in terms of the cities and the towns and moving out. The LTE departments are actually, you know, happening at very, you know, high traffic areas of hotspots and slowly moving out. And of course, you know, the 2G networks are, you know, very, very widespread. And, you know, what this is doing is it's creating the opportunity for, in fact, creating the market for devices which can actually seamlessly go between these networks because you, you know, you don't want to have a device where, you know, you go from, you know, your central business district out to your home and suddenly you lose connectivity or, you know, you move further out, you know, on your weekend drive and, you know, you can't connect. So, you know, clearly multiple devices, you know, are needed and, in fact, you know, that's where a lot of innovation is happening right now. Now, India is not far behind. As I think most of you know, you know, in terms of the 3G networks, all the major operators in India have deployed 3G networks and, in fact, they've deployed a more advanced version of 3G code, I just see it, you know, which can give seeds of up to 21 megabits per second. You may be hearing, you know, some of the, we've seen some of the advertisements in the television. So, guys, for a change, those television ads are not false. They are actually accurate. Along with the 3G, you know, the CDMA guys have actually expanded their e-media networks and e-media essentially also offers a broadband experience and, you know, that's, you know, covering the large part of the India today in terms of, you know, the geographies. And last but not the least, LTE, you know, the network launches are just beginning to happen. As you know, the spectrum for that has already been allocated. There are a lot of trials going on. Some of the companies have already announced the trials. So, the day is not far behind, in fact, we will see the LTE network also on the ground and the scenario of, you know, having 3G, LTE, 2G, you know, who are existing in this market. So, again, you know, some very interesting things that are happening. Now, let's shift gears a little bit to the devices side. So, I think this probably should come as no surprise to anyone here, but clearly the smartphone adoption is growing very fast. In fact, as a percentage of total shipments, globally, smartphones are expected to cross 50% in 2012 and, you know, go up to almost 85-90% by, you know, 2015. Now, you know, that's all, you know, top-level data. But what is happening within smartphones? I think what is very relevant for the audience here is that I think you are in very safe hands with Android if there was, you know, one take away from this chart. I mean, clearly, Android as a share of the total smartphone market will dominate this year. So, 2011, it's, you know, it's going to dominate. In fact, the latest shipments say that Android shipments in the last quarter have exceeded 50% of all smartphone shipments. And you can see, you know, the trend continuing, you know, through 2015. Now, so that's on the smartphone side. Now, what's actually happening inside these smartphones? And it's, you know, high level of integration which is going on at the, you know, at the silicon level or at the chip level. So, you know, what, I mean, you see a lot of these things here and, you know, essentially, I mean, these used to be, you know, disparate, you know, components either in software or in hardware. But they're all coming together to, you know, create very highly integrated chipsets which can support these technologies, these greatest technologies on the phone. So, you know, just taking a few examples here. I think the ability to run HLOs like Android, you know, that's, you know, that's definitely there. But also things like, you know, the GPU or, you know, graphic processing units, the sensors, you know, the high multimedia capabilities, connectivity across a bunch of things, you know, not only with Wi-Fi near, you know, the near distance ones but also the wide area connectivity. Right? So that's, you know, getting integration or driving integration. You know, essentially leading to devices which are getting smaller more powerful and at the same time battery efficient. And cheaper, by the way. That's an important point. Just a quick chart on, you know, how the computing power is increasing. And you can see, I mean, these are, you know, these numbers actually are getting close to what used to be in laptops, right? I mean, not to, you know, many years ago. So, you know, in 2012, for instance, you know, you will essentially have, you know, over, you know, 10,000 to 15,000, you know, DMS, you know, in the phones, you know, typically, and these, these numbers are more mass market. You know, I'm not talking about, like, one or two phones which launch, you know, but essentially, phones launching in volumes. You know, which is what you as developers care about, right? Because you don't, you're clearly not looking at, you know, an opportunity where it's just one device here or, you know, two devices there. And along with all the computing power, you know, there is essentially, there's a lot of, you know, innovation happening on the multimedia side. So, again, taking some examples from this chart, on the graphics side, you know, you have, you know, 3D acceleration, you know, of graphics or animations or videos, you know, happening, you have video audio encoders at, you know, full HD capabilities. You know, you have high definition audio, you know, SRS, Dolby, you know, also getting integrated into the chipset level. So you can essentially now, you know, I mean, how many people, you know, how many people have used you know, two applications that essentially play audio on the phone? How many guys see that? Okay. I think that quite a bit. But which are the most common kind of formats that you've used in the past? Do I hear do I hear M53 or H, you know, ASC or something like that? Well, now you can do full Dolby stereo or, you know, SRS stereo on the devices now. Isn't that pretty cool? I mean, think about the, you know, the effect that you can generate when you plug in a headphone and you have Dolby, you know, 5.1 playing through the phone. Moving to Canada, you know, Canada, I'll talk about this a little bit later, but you know, I think some very interesting things happening, you know, the capabilities of cameras in terms of you know, taking the images and processing them, you know, for things like facial recognition I mean, there's some tremendous amount of innovation happening here, which you know, open up, you know, just to see how positive it is for, or use cases for developers to tap into. Right? And, you know, things like GPS not to mention. So all this, you know, what is it leading to? It's actually leading to the ability to create some extremely rich and powerful applications for developers. And especially for Android developers. You know, and the reason I say, you know, it's for Android is because a lot of these technologies are coming on to the phones and you know, there are tools and technologies being made available for Android developers to you know, use and tap into these capabilities, you know, at the chip level. So let me go into, you know, let me cover some of these topics in a little more detail. So things like, and these applications by the way, I mean all these possibilities they can be developed today. So let's look at what can be done today. So things like video optimization, you know, you run a standard video you know, at let's say, you know, 360p or you know, 720p but you can actually now directly tap into the hardware you know, decoders or the DSPs for you know, 1080p. Things like, you know, DRM you know, there are there are hooks been built into the silicon for you to use advanced forms of DRM. Now, you know, there's an interesting use case here. You know, when Netflix, actually Netflix I think all of you must be familiar with Netflix. So they've been doing high definition streaming to the PC. And you know, when they wanted to do high definition streaming to the phones, they realized that the DRM capability of the phones you know, we're not enough to you know, give you know, encryption or protection to high definition content. So Netflix actually worked with Qualcomm and you know, to build this capability into the chipset. So essentially the play DRM or playwright DRM technology was extended to take advantage to make use of what Netflix required and you know, and the Netflix you know, first implementation of its high definition streaming onto the phone was you know, delivered on on a phone which was powered by Snapdragon and LG device. Graphics you know, GPU you know, there are tools available to tap into the GPUs directly for you know, people who game in. How many game developers here? Okay, that's a really small number. But you know, streaming as I think you guys all know is a very large segment in terms of the you know, the market and the applications which are out there. So you know, the ability to tap into some serious 3D graphics to get to what we call console quality gaming. I talked a little bit about facial processing. You know, there are tools available by which you can actually tap into you know, the camera's input and in fact, use it to track facial or gesture movements and you know, imagine the use cases that can be generated. I mean, you walk into a room and you know, you may be you may not know a lot of people in the room but now suddenly because of facial recognition you know, your phone actually is able to you know, take the facial you know, not only the expressions but into an application and the application is able to tell you, you know, who that person is and you know, what they do and you know which department they are in and you know all that. So imagine being kind of interactive that you can build a peer-to-peer. Peer-to-peer is another interesting area with this, you know, a lot of innovation happening. So clearly you know, there are applications that exist you know, which do multiplayer gaming over the 3G networks and some 4G networks but has anyone here tried to create peer-to-peer games or peer-to-peer applications of any nature using say Bluetooth or Wi-Fi? Has anyone done it? Okay, there are a few hands. So I mean, tell me honestly is it difficult or is it hard? Okay, so you hear on iOS so let me tell you that there is actually a framework available for Android called AllJoin and so AllJoin is an open source project which essentially allows applications to become Bluetooth or Wi-Fi agnostic and the framework takes care of most of the things that are difficult to do for developers when they peer-to-peer. So in all the things like pairing discovery security when you do peer-to-peer all those things are taken care of by the AllJoin framework that runs on the phone and you can create Android applications on top. So if you go to Android, so in fact I'll actually point you guys to this link developer.corecom.com where there are there's a ton of information and links to all the various tools and technologies that I refer to on this chart. So I would highly encourage you guys to check it out especially the scale here because that's extremely, extremely unique. There are some applications that you can download as well, some sample applications. Let me spend a minute on augmented reality because this is an area which is right now there's a lot of not only interest in this area by developers but also there's a lot of work that's happening in this space. So typically I think you guys are familiar with what's called a compass-based or GPS-based augmented reality. So applications like a layer browser or Wikipedia they rely on the position of the phone and the orientation of the phone to essentially determine what content it needs to fetch. Now, while this is easier to do, it's not very accurate because you are relying on the external sensors or the sensors on the phone. There is a whole industry revolving around something called vision-based AR which essentially relies on so the difference between the previous one and vision-based AR is that vision-based AR relies on the input from the camera. So you can now take the real world image from the camera and you can do things and in this example as you can see the the B which is the Hanigachirio's B is actually being rendered right next to the box. So this kind of accuracy actually requires a lot of processing power to be available on the phones. But guess what? The power already is being made available to you. So you can create vision-based AR applications pretty easily now where these applications present or can take your existing applications to a new level or lead you to create new applications. So things like games social networks there are a lot of use cases in retailing and merchandising. Like in this one, Hanigachirio's example another interesting example I'll tell you about is what the NBA in the US said so NBA one of the teams said what they decided to do is they wanted to use AR to engage the people who were actually coming to the games. So they were seeing that people were coming to the games but they were coming they would watch the game but would not be ready to engage from with the franchisee in terms of buying merchandise for instance. So what they did is they created a new application which required the user to point their camera to the Maverick's ticket. So everyone went to the game and got a ticket. Now what the users needed to do is point their camera to the ticket and the ticket actually became a basketball court and they could actually shoot hoops and select their favorite characters from that team and shoot hoops on that ticket. So imagine something as dull as a ticket suddenly comes alive and they could take that home and continue to play the game and engage with them and buy their merchandise get more information about the players and so forth. So that's an example on how vision based AR was used in an interesting scenario. So just some concluding remarks here. I think the opportunity is there. I call this smart platform opportunity. I mean there is, as I mentioned in my presentation, there are a lot of interesting things that are happening at the device level, at the technology level, the network level. The piece where I think this audience can really fill in is on the applications and services. So guys, this is really a question for you. The opportunity is there, the framework, the infrastructure is there. How soon will you grab this? So thank you. Just a quick by show of hands. I just wanted to get a sense how many developers here are actually serving or making developing applications exclusively for the markets in the west or non-India markets. That's I would say maybe more than half. And how many are also focused on the India market in terms of local area of application? That's interesting. It's almost similar ratio. How many exclusively on India market? That's very interesting. That's great. If you have some interesting ideas on some of the applications you want to create, do reach out to me. I'm fairly easy to reach. I can lose this shirt anytime so don't worry about the shirt. But reach out to me. My contact details have been so that's my email ID. Any ideas you have or thoughts on the things that I talked about, what need more information, do check out developer.com if you have any questions, please reach out. So thanks guys. Have a great party. And hope this was entertaining. I'm sorry I did not go into the source code level but hopefully you guys found this useful. I can take some questions. Yes. No, again remember the first rule. All hard questions to the gentleman over there. I'm just kidding. Please go ahead. The question is like the whole presentation you thought it was hard for me. But in another section it's probably established. And they are getting a look of what's so far on there. Yeah, actually my presentation may have seemed a little biased towards smartphones but clearly everything that I talked about in terms of the new technologies that are coming up either on the network side or on the processing side some of the other technologies that are getting indicated they apply equally to tablets. In fact my belief is that in a lot of markets like India tablets will be viewed first as a computing device and then as a communication device. So, in fact a lot of this will be even more relevant to tablets. But yeah, this is all available in tablets. So next time you pick up a tablet don't lose heart. Contest protection Yes. So Contest protection essentially relates to some of the DRM implementations that are being done by a lot of the silicon vendors including Qualcomm to be able to run some types of DRMs in real time imagine if you are streaming at 30 frames per second being able to unlock the content or unlock the DRM protection on that stream requires extra bit of efforts on the device and all of that cannot be done simply just like a CPU So there are technologies which are getting into the phones which are offloading that capability into more specialized codes which do the essentially manage the DRM on the device. Hi. Great presentation. The numbers look really amazing. Thank you for that. A quick question. One of the slides contains what's called 3 webpages. You have seen that in the future there will be applications like 3 webpages. Could you just talk about an example is that going to be different from AR or is that going to be an extension? No, in fact the 3D webpages is an extremely unique use case in fact a different use case. It actually relates a lot to what is happening in HTML5. So as you know the way HTML5 is evolving it is now it's possible to run a lot of the graphics that you have on the page of the device. What is also happening which is interesting is that a lot of this rendering of the graphics which is happening inside the HTML page is now being offloaded to 3D engines and GPUs. So take an example of Google Maps Google Maps if you actually now try Google Maps on a lot of devices Google Maps by the way is a good example of HTML5 because it's exclusively built on HTML5. Only when you go into the entry level devices let's say they have more of an app component but it's mostly built on HTML5 A lot of the rendering the things that you see when the maps actually rotate and you can zoom in zoom out it all is happening by the processor or by the GPU inside the page. So you said that you work with the Netflix to get the DRM working right? Is it specific to Qualcomm process or have you made it like generally cannot or other processors also do it? Because I can't distribute an app assuming that everybody will have Qualcomm process right? So that's a good question and the simple answer to one of the questions that you asked is has it been made available to all the processors? So we are certainly not making it available but I was saying more like are you making like a, you know you have this OpenSeer right? So OpenSeer is still like an API level and every GPU can implement it according to that specification. Implementation is still specific to that. Are you making it like that, that other processor implementers do it or are you just specific to Qualcomm? So if you see some of the DRM technologies right, I mean they are open, you know they are not specific of proprietary DRM technologies. What we've done is, you know we've done the, you know the implementations you know the early implementations in the case of Netflix, because Netflix you know wanted to use, you know play DRM for, you know being able to do XT content so you know we did the early implementations but it's you know it's not you know something that we would hold, you know as a technology. It's an open technology. How do you look at competition from TI and ARM in this space in the future? Competition is good right? Competition is, you know what makes us all, you know go around or it makes the world go around. So you know we think certainly the competitors we have they are doing good things on maybe one or two things so typically in an integrated silicon or integrated chipset level there is the whole computing part and all the technologies that I have and the connectivity part so there are companies that are going very well on the computing part or just on the connectivity part but what we believe is that and the market actually is binding to this is that to offer broadband experience today when you buy a laptop or when you buy they are usually together you hardly have a case where you just look at your computer for the computing and forget about the internet or the broadband side of things so we believe the integration actually is what is interesting and that's where we actually hope to be the leaders or we hope to maintain our leaders. My question is related to AR I was wondering that the column was coming up with an HDK for AR augmented reality what is the status Thank you for asking that question because maybe in my presentation I may have missed that but yes we actually have an augmented reality SDK for Android developers and we believe this is an industry in SDK it makes creating the vision based AR type of applications extremely easy and especially if you guys do a lot of animations using like Unity for example actually it's the whole experience of creating some pretty powerful augmented reality applications it's very very simple so yes the SDK is available if you go to developer.com.com you will find a link to augmented reality and you can download the SDK we support Android devices 2.1 and higher so that's actually an example to going back to the earlier gentleman's question on whether we are holding things to our chest or making them more open so the augmented reality application actually is available for Android it will work on any Android phone but we believe that the performance that you get in terms of the high rate of tracking objects onto the vision that you are capturing is best done on the column platforms so that's an interesting question and in fact I think it's anybody's guess really I don't know what are the exact details so when we see that trend reaching a mobile factor where GPUs bigger parts don't really matter but it's kind of that result so that's an interesting question and in fact anybody's guess really I mean clearly at this moment I think it's one gigahertz is kind of we are very close, quickly approaching one gigahertz as a benchmark in fact as I mentioned in my presentation next year you will see one gigahertz becoming more and more mainstream I think we have ways to go before we hit that ceiling where the consumers say that let's say my phone is 2.5 gigahertz times 4 cores 10 gigahertz of total power I don't care everything works just perfectly but I also believe that the way if you look at the way that mobile technology has been developing you can clearly see the projection or the trajectory is much faster than what has been seen for example when we are talking about one gigahertz it's not too long ago when most of the phones are typically 150 megahertz we are talking about a gigahertz and 150 megahertz it's already come like 10 times and now 20 times in the last 2 years it's still early days but again it's anyone's guess so thank you very much again for your time and I really hope that you have a great rest of the evening at the party and the guys who did not raise their hands when I asked the question earlier hopefully I can see their hands now will you guys go to the party now okay I see some hands thank you guys