2. Safe Harbor Statement
This presentation contains forward-looking statements that are based on our current
expectations, estimates and projections about our industry, management's beliefs, and
certain assumptions made by us. These forward-looking statements speak only as of this
p y g p y
date and are based upon the information available to us at this time. Such information is
subject to change, and we will not necessarily inform you of such changes. Forward-
looking statements are inherently subject to risks and uncertainties, and actual results and
outcomes may differ materially and adversely as a result of various factors. Such factors
t diff t i ll d d l lt f i f t S hf t
include, but are not limited to: uncertainty regarding global economic and financial market
conditions; the susceptibility of the wireless semiconductor industry and the markets
addressed by our, and our customers', products to economic downturns; the timing,
customers ,
rescheduling or cancellation of significant customer orders and our ability, as well as the
ability of our customers, to manage inventory; losses or curtailments of purchases or
payments from key customers, or the timing of customer inventory adjustments; and
changes in laws, regulations and/or policies in the United States that could adversely affect
financial markets and our ability to raise capital. Additional information on these and other
factors that may cause actual results and Skyworks’ performance to differ is included in the
company s
company’s recent SEC filings.
filings
3. Skyworks Vision
Enabling Mobile Connectivity Through
Analog Semiconductor Innovation
I. Addressing High Growth Markets and Applications
II. Gaining Share Through Technology Leadership and Scale
III.
III Generating Superior Operating Results
4. Mobile Internet Traffic
2,500,000
2,184,212
2,000,000
2 000 000 Data
erabytes per Month
P2P
1,500,000 131% CAGR
r
1,076,319
1,000,000 Video
Te
482,216
500,000
207,412
33,068
, 85,075
Audio
0
2008 2009 2010E 2011E 2012E 2013E
7. Cellular Handset Market Outlook
1,800
1,609
1 600
1,600 10% CAGR
1,450 CDMA and iDEN
1,400 1,310
GSM/GPRS
1,187 1,200
1,200
, 00 1,096
1 096
EDGE
1,000
Units (M)
3G / Multi-mode
800 32% CAGR
600
WCDMA
400
200
-
2008 2009 2010 2011 2012 2013
Source: Deutsche Bank, Oppenheimer and Internal Estimates, January 2010
8. Smart Phone Outlook
800
600
48% CAGR Social Networking
Units (M)
400
Advanced Multimedia
200
- Enterprise Platforms
2009 2010E 2011E 2012E
9. Addressable PA/FEM Semi Content
$5,000 $4.9B
CDMA and iDEN
$4,500
$4 500 GSM/GPRS
17% CAGR EDGE
$4,000
$3,500 3G / 30% CAGR
$3,000
$ Millions
$2.6B $2.6B
$2,500
$1.50
$2,000
$2 000 ASP WCDMA
$1,500 $4-$5
ASP
$1,000
$500
$0
2008 2009 2010 2011 2012 2013
Source: Deutsche Bank, Oppenheimer and Internal Estimates, January 2010
10. Embedded Wireless Applications
Netbooks Notebooks
eReaders 3G and 4G Datacards and Video Platforms
Explosion of New Access Products
11. Industry Dynamics
EDGE & 3G
2G Multimode
Market Growth Low High
Dollar Content $1 $3 to $6
Sole Source Seldom Almost Always
Competitors Many Few
Changing Landscape with Fewer Competitors
13. Smart Metering
94%
2,500 Unautomated
2,000
Global Unit (M)
1,500
ts
1,000
• Utilizes WiFi and ZigBee
g 500 6%
Automated
• Smart Meters 0
• Programmable Thermostats and Worldwide
2.46 Billion
Appliances Electric, Gas and Water Meters
Source: ABS Energy Research and Management Estimates
14. Green Technologies
Smart Meter Home Area Network
Displays Other
Appliances
Electric ZigBee® Smart Energy
Network
N t k
Frequency: 2.4 GHz
Water
Air Conditioners Programmable
Gas Thermostats
Addressing Both Access Points and Network / Grid Nodes
15. Linear Components
LNAs
Switches
Synthesizers
Mixers
Diodes
Attenuators
Receivers
Passives
Catalog with Over 800 Products for Adjacent Markets
16. Analog Portfolio Overview
Target Market and A li ti
T t M k t d Applications
Core
Competency Infrastructure Broadband Industrial Medical Military
ssion
Amplifiers
Transmis
Front-End Modules
Receivers
Signa Processing
g
Synthesizers
Mixers
al
Modulators
Diversifying Our Business
17. Analog Market Outlook
$18
18.0 8% CAGR $16.8
$15.4 Other
$16
16.0 Automotive Electronics
$14.1
$14
14.0 $13.4
$13 4 Wired Communications
$12
12.0 Wireless Communications
ons
$10
10.0
Consumer Electronics
$ Billio
$8
8.0
$6
6.0 Industrial Electronics
$4
4.0
$2
2.0 Computing / Storage
$0
0.0
2009 2010
2010 2011
2011 2012
Source: Gartner Group and Internal Estimates
Analog Markets Present Substantial and Diversified Opportunities
22. Skyworks Vision
Enabling Mobile Connectivity Through
Analog Semiconductor Innovation
I. Addressing High Growth Markets and Applications
II. Gaining Share Through Technology Leadership and Scale
III.
III Generating Superior Operating Results
