Qualcomm at CES 2018: Press Conference Live Blogby Ian Cutress on January 8, 2018 5:52 PM EST
- Posted in
10:50AM EST - Done
05:59PM EST - It's Vegas, and Qualcomm are having a press conference. I'm seated front row and center.
06:00PM EST - Qualcomm recently had its annual Snapdragon Tech Conference, where 5G, Windows on Snapdragon 835, and the Snapdragon 845 were the main talking points
06:00PM EST - This is CES, so we might get some more information on this
06:01PM EST - Interestingly I can already see Hugo Barra sitting in the front row of the press event. He works for Facebook as VP of Oculus VR, so there's got to be some tie in
06:02PM EST - The live stream link is here for those that want to watch: https://www.youtube.com/watch?v=ZSmGAK0JTn8&feature=youtu.be
06:02PM EST - The presentation is set to start
06:02PM EST - Cristiano Amon, President of Qualcomm to the stage
06:03PM EST - New Qualcomm logo
06:03PM EST - Back end of 2017 announced Snapdragon 845 and always connected PC
06:03PM EST - CES is about talking about what we are doing that is new
06:03PM EST - Cue legal slide
06:04PM EST - Investing in two areas
06:04PM EST - 1: mobile
06:04PM EST - specifically, 5G
06:04PM EST - to create a new opportunity for Qualcomm. New use cases
06:05PM EST - Spending over 2 years to diversify the company, investing in new business
06:05PM EST - What industries can be disrupted
06:05PM EST - What can be disrupted by large scale mobile technology
06:05PM EST - reshaping the industry
06:05PM EST - Today is about showing the progress and some announcements
06:05PM EST - If you want to go into a new industry, is customer confidence and speed
06:06PM EST - In the mobile space, we are faster at moving to new technology quicker than others
06:06PM EST - either organically or M&A
06:07PM EST - $32B is core mobile - snapdragon, modem, tranceiver
06:07PM EST - $20B on RF Front end
06:07PM EST - $19B data center
06:07PM EST - (based on esitimates in 2018, opportunity listed as SAM in 2020)
06:07PM EST - $77b in Audio/Iot/Networking/Mobile Compute
06:08PM EST - Non-core mobile was $3b in revenue in FY2017
06:08PM EST - 5G for 2019
06:08PM EST - 5G in a smartphone as early as 2019
06:09PM EST - Mobile markets want speed, low latency, and unlimited data plans
06:09PM EST - End of 2017, 3GPP finalized 5G and Qualcomm introduced a 5G-NR reference design
06:10PM EST - 5G networks in late 2018/2019
06:10PM EST - New experiences that 5G will bring to devices
06:10PM EST - 'We have a guest with a social presence to talk about'
06:10PM EST - 1ms latency means presence in MR/VR
06:11PM EST - Changing the economics of IT networks
06:12PM EST - When we get to 5G, over 10x combination of RF bands over 4G
06:12PM EST - Qualcomm has a differentiated solution in the RF front end
06:13PM EST - Announcing RF-Front End design wins
06:13PM EST - Modem-to-antenna platform
06:13PM EST - ALso samsung
06:13PM EST - Strong opportunity to create growth
06:13PM EST - All the way as Qualcomm moves into 5G
06:14PM EST - From baseband to antenna
06:14PM EST - A preview of the first tunable multi-mode tunable 4G/5G front end
06:15PM EST - Have to have the ability to rely on signal from network and baseband to configure the front end
06:15PM EST - A smart front end with a controller that tunes between 4G and 5G
06:15PM EST - aims to be disruptive
06:15PM EST - Changing the mobile industry to 5G
06:15PM EST - Now Always Connected PCs
06:16PM EST - OEMs are embracing the always connected PC
06:16PM EST - 'we are changing the landscape of PCs'
06:16PM EST - Don't worry have to worry about boot time or carrying a charger
06:17PM EST - Lenovo announcement on this tomorrow
06:17PM EST - Now about networking
06:17PM EST - redefining networking in the hojme
06:17PM EST - Qualcomm has 40% of the US revenue for mesh networks
06:18PM EST - Many services are consumed by mobile devices
06:18PM EST - Reshaping the carrier segment of home networking
06:18PM EST - Mobile devices are using a lot of data
06:19PM EST - Qualcomm is integrated into Plume with carriers
06:20PM EST - Qualcomm Mesh Networking: turning devices into mesh networks
06:20PM EST - Integrated voice capabilities in the mesh
06:20PM EST - with Amazon Alexa / Microsoft Cortana
06:20PM EST - Also allows for IoT data collection for machine learning in the home
06:20PM EST - A platform for innovation
06:21PM EST - Automotive: 25 new design wins, $3B+
06:21PM EST - Infomatics and Telematics
06:21PM EST - Infotainment
06:21PM EST - In-car connectivity
06:22PM EST - 15 years ago, finite number of use cases
06:22PM EST - 'There should be no car that is not a connected car'
06:23PM EST - Managing this data and services is a key part of the car
06:24PM EST - The power of snapdragon allows high-end infotainment to get into mid-range vehicles
06:24PM EST - 3 major announcements
06:24PM EST - Announcement infotainment and telematics solutions with Snapdragon
06:25PM EST - Snapdragon SoC has a modem
06:25PM EST - Integrated 4G
06:25PM EST - Multiple silicon opportunities
06:25PM EST - Next-gen telematics
06:25PM EST - Announcing 2018 Honda Accord partnership
06:25PM EST - Also BYD in electric cars
06:26PM EST - using Snapdragon 820A
06:26PM EST - Now IoT
06:26PM EST - FY17 gave $1b revenue for qualcomm
06:26PM EST - Strong momentum
06:26PM EST - Plenty of design wins that redefine categories
06:27PM EST - Evolution of Voice UI
06:28PM EST - Qualcomm Audio Voice UI and Qualcomm Smart Audio Platform: Announcing 3 smart audio partnerships with Amazon (Alexa), Google, Microsoft (Cortana). Already with Baidu and Alibaba
06:29PM EST - New Qualcomm Low Power Bluetooth Audio SoCs
06:29PM EST - QCC5100
06:29PM EST - for wireless earbuts and hearables
06:29PM EST - 65% reduction in power
06:30PM EST - Active Noise Cancellation, Digital assistant ready
06:30PM EST - Allows all the modern high quality audio brands to offer something new
06:30PM EST - Allows handset companies to offer something with their smartphones
06:31PM EST - Now immersive use cases
06:31PM EST - Snapdragon Mobile Platform
06:31PM EST - 20 XR devices lauched, 20+ in development
06:31PM EST - Hugo Barra to the stage
06:32PM EST - Last year, announced Oculus Go
06:32PM EST - Sweet spot between mobile VR and PC VR
06:32PM EST - New Category that will bring a lot more people into VR
06:32PM EST - Standalone VR will push limits in the industry
06:32PM EST - 'We expect the Oculus Go to be the most successful VR headset in the market)
06:33PM EST - Built with Qualcomm Snapdragon 821
06:33PM EST - Also been working with Xiaomi is the hardware partner for global launch
06:33PM EST - >Hugo Barra used to work for Xiaomi
06:34PM EST - Oculus and Xiaomi are jointly announcing a new VR product for China market
06:34PM EST - Xiaomi's mission is to bring innovation to everyone
06:35PM EST - Launching Mi VR Standalone today
06:35PM EST - Built for China
06:35PM EST - Shares the core hardware with Oculus Go, based on Xiaomi VR platform
06:35PM EST - Supports Oculus mobile SDK
06:35PM EST - Bring VR content to chinese users
06:35PM EST - More details soon
06:36PM EST - Qualcommis working hard to set the pace in the industry in mobile
06:36PM EST - Lead the industry into the next phase
06:37PM EST - Continue to be extending mobile technology
06:37PM EST - Moving mobile technology into new industries to give growth and opportunity
06:38PM EST - Qualcomm event in China later this month - 'a very interesting changing dynamic with exciting announcements'
06:38PM EST - Now time for Q&A
06:41PM EST - Q: 5G rollout compared to 4G rollout? Where will Qualcomm be in 5G
06:44PM EST - A: Industry is getting clarity. 5G is about mmWave and others. Operators around the globe all making plans to deployment from late 2018 to 2H 2019. There are operators with sub-6 GHz, we also see operators rely on mmWave. With real operator data, mmWave coverage in Chicago up to 70% more than expected. With fast switching attributes, operators can switch between 5G and 4G quickly. Excitement about the ramp is not only demand for unlimited data and carriers aiming for lower cost, but phones are getting expensive with more flash. With 5G, devices do not need that much memory as you can rely on cloud connectivity. Will be a very successful - faster to download than to load from flash.
06:45PM EST - Q: Spectre and Meltdown?
06:46PM EST - A: Couple of things that are unique about mobile on this. In mobile behaviour, most users download software from an app store. So in order to exploit this, you need to side load software instead which is not common. Patches on Android have been distributed since November. ARM and Google are working hard on this. But there is not the same level of concern. The mobile ecosystem has the benefit of negligible impact on performance due to the patches.
06:47PM EST - Q: Snapdragon 845 SPU technology - connectivity and security?
06:49PM EST - A: We want a comprehensive level of security. We have multiple interactions in the platform - biometrics for example, and security in a vault. Also a secure execution environment. The SPU makes security a platform, so the ecosystem can build on a security platform. Expect it on the future Snapdragon platforms
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Bullwinkle-J-Moose - Tuesday, January 9, 2018 - linkIs Qualcomm really this Ronery?
Am I the only poster after all this time??
Wut da Fwak?
SteelRing - Tuesday, January 9, 2018 - linkthe page keeps reloading and appending the same content over and over and over and over.... something is really messed up
MrSpadge - Tuesday, January 9, 2018 - linkSeems fixed on my side after a page reload.
rrinker - Tuesday, January 9, 2018 - linkMama always said if you can't say anything nice....
SanX - Wednesday, January 10, 2018 - linkSince the supercomputers are often constrained by the memory bandwidth, it's time for QCOM to intervene there and push their prices by factor of 10-30 versus monopolist Intel bringing supercomputers on our tables
SanX - Wednesday, January 10, 2018 - linkLook at the numbers, the 1000-core Qualcomm supercomputer based on ten dozen $20 8-core mobile chips worth of only $2000 would consume just 500 Watt and would be as fast as Intel-based one.
SanX - Wednesday, January 10, 2018 - link...which costs a million
lucam - Friday, January 12, 2018 - linkFrankly speaking I find ridiculous that Anand post such kind of article since they don't review tablets and smartphone anymore. What happened to iPhone X review? You didn't have the decency to give us a review of detailed analysis of A10X and A11.
xboxcustomersupport - Thursday, May 31, 2018 - linkThis is Daniel Martine, I have identified some issue with support related, So I thought that there always need any support number having for anything have we purchase. like, suppose a game I bought in the market and stand with a good support number like <a href="https://xboxsupport.org/">"Xbox Customer Support"</a> then it had been an easier way to access the products, I need this to be highlighted in this news report.
rojarbroklin - Thursday, June 21, 2018 - linkI need to what kind of support, Which supports give the proper resolution. Then My friend suggest that <a href="https://chathelp.org/aol-support/">"A... Support"</a> , I thought its helpful.