The ‘Connected Intelligent Edge’ Opportunity
We are always going to be the company defining the pace of technology in mobile. We are always going to be the company focused on mobile. But there’s more to Qualcomm.
Where we are right now, we see this opportunity of billions of smart devices—not just connected devices, smart connected devices that are connected to the cloud 100 percent of the time, and significantly impacting industries.
And that’s how we look at this very broad opportunity that we call the connected intelligent edge, which is really driving a lot of growth for Qualcomm and driving a lot of innovation based on our technology road map. The time for Qualcomm is now.
We are convinced of the opportunity with the cloud. We know that the cloud will continue to grow. You look at all the projections right now. You look at all the hyperscalers’ projection evaluations. For that to be true, you need the edge. You need devices at the edge that are going to be connecting and sending data to the cloud.
So the connected intelligent edge opportunity is real. It’s massive. And when you look at the trends, it’s not just about connectivity. It’s about connectivity in efficient and smart processing that is going to happen at the edge.
By 2025, 64 percent of all data will be created outside traditional data centers. And then the data gets sent to the data center, and it is driving this growth … That’s the opportunity for Qualcomm—the company that is going to power the edge.