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Tech Forum at the 2018 International CES
January 9, 2018
Liam K. Griffin President and Chief Executive Officer
Safe Harbor Statement
Please note that our presentation today will include forward-looking statements as defined in the Private Securities
Litigation Reform Act of 1995. These forward-looking statements include projections and information relating to future
events and expectations of Skyworks. We caution you that actual results may differ materially and adversely from those
projected in the forward-looking statements as a result of certain risks and uncertainties, including, but not limited to
those noted in our most recent earnings press release and those detailed from time to time in our most recent Form 10-K
and Form 10-Q filings, which you may obtain for free at the SEC’s website at http://www.sec.gov.
This presentation contains certain non-GAAP financial measures that Skyworks believes are useful in evaluating our
operating performance. See our earnings releases on http://investors.skyworksinc.com for a reconciliation to GAAP of
these non-GAAP measures.
Third-party trademarks and logos are the property of their respective owners.
Industry Landscape
Vibrant and Highly Profitable Mobile and IoT Ecosystems
Major Stakeholders Monetizing Mobile Usage Cases Changing the Way We Live, Work, Play and Educate
Smartphones / IoT Devices are Critical Network Access Points
Providing the Key “Connection” from User to Ecosystem Data Bringing Heightened Value and Utility
Increasing Demand for Powerful Connectivity Engines
Architectural Requirements Creating Complexity Companies Who Can Solve Challenges are Rewarded
Skyworks is Well Positioned to Capitalize on Wireless Ubiquity
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
2016 2017 2018 2019 2020 2021
Global Data Traffic PetaBytes /Month
Source: Ericsson Mobility Report, BofA Merrill Lynch Global Research
Insatiable Data Demand
44% CAGR
Driven by New Usage Cases
Connected Cars Emerging Applications
Mobile Payments
Unlimited Data Plans
Live Video on Mobile
Social VR Coming Next
Mobile Internet Users
3.5B
4.6B
2016 2021
Connecting Everyone and Everything,
All the Time
Our Vision
Powering the Connected Economy
Top 5 S&P 500 Companies $2T+ of Incremental Shareholder Wealth
At 1/4/18
$551
$230 $224
$114 $65
$880
$758
$672
$583 $536
$0
$100
$200
$300
$400
$500
$600
$700
$800
$900
TOTAL
Market Value ($B)
2012 | 2018 2012 | 2018 2012 | 2018 2012 | 2018 2012 | 2018
2 1 3 4 5
Our Unique and Differentiated Model
SkyBlueTM Power Mgt
Amplifiers / Switch
High Performance Filters
Antenna Tuning
Custom MIMO
Precision GPS
Diversity / Receive Systems
Integrated Solutions
Leading Technologies
2,000 Customers
2,600 Patents
2,500 Analog Components
Worldwide Manufacturing Footprint
10M MCMs / Day
Global Scale
SOI CMOS SiGe
TC-SAW GaAs GaN
IP, Scale, Customization, Customer Breadth and Depth
Huawei Mate 10 Pro
SkyOne® Powers Huawei’s Flagship Platforms
SkyOne® Ultra 2.5 HB PAMiD
SkyBlueTM DC/DC Converter
QB GSM/EDGE PA
5G WLAN Switch/LNA
2G WLAN Switch/LNA
SkyOne® Ultra 2.5 MB PAMiD
SkyOne® Ultra 2.5 LB PAMiD
$10+ Content
Expanding Global Reach
X7 / X7 Plus
R11 / R11 Plus
Mi Mix 2
X20 / X20 Plus
SkyOne®
Ultra LB ET PAMiD
MMPA SkyLiTE™ MMPA
GPS LNA HB PA HB PA
Increasing Diversification New Customers, Additional Verticals, More Applications
Google Home Virtual Assistant
Netgear Arlo Pro HD Security Camera
Sonos One Connected Audio
Hyundai Automotive Telematics
Nintendo Switch Hybrid Gaming Console
DJI Spark Leading Drone Supplier
WallyHome Sensors Home Automation
TempAlert Pharmacy and Hospital Monitoring
Nest Thermostat Targeting Low Cost Segment
High Efficiency Street Lighting
IoT Opportunities Continue to Proliferate Smart Cities Going Mainstream
Dual Mode ZigBee® Front-end Module for Industrial Applications
Massive MIMO
Leveraging >$65 Content
High Capacity Infrastructure Opportunity
Strong and Consistent Financial Performance Targeting Return of 50% of Free Cash Flow to Shareholders
$1.57
$1.79
$2.29
$3.26 $3.29
$3.65
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017
Revenue ($B)
$1.91 $2.20
$3.24
$5.27 $5.57
$6.45
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017
Earnings Per Share*
*Non-GAAP – Adjusted for Certain Items. See http://investors.skyworksinc.com for a Reconciliation to GAAP
$285
$500
$772
$993
$1,096
$1,471
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017
Operating Cash Flow ($M)
18% CAGR 28% CAGR 39% CAGR
Introduces
E M P O W E R I N G T H E 5 G R E V O L U T I O N
A Crowded Radio Spectrum Today
28 GHZ
Radio Wave Spectrum Infrared Ultraviolet Visible Light
300 MHZ
300 GHZ
700 MHZ
3 GHZ
P
6 GHZ
X-Rays
2G/3G/4G
39 GHZ
5G is a Game Changer
Latency (Ms)
12
10
8
6
4
2
0
Speed (Gbps) High Data Throughput
10 to 100x 4G Speeds
Greatly Expands Network Capacity
Extremely Low Latency
Enhanced Spectrum Efficiency
1.20
1.00
0.80
0.60
0.40
0.20
0.00 2G 3G 3.5G 4G 5G
3 Seconds
3G 4G
500 Minutes 5 Minutes
Full Download of HD Movie
5G Facilitates Instantaneous Mobile Video
Power Amplifiers
Filters
Switches
Filters: 40
Bands: 15
Tx/Rx Filters: 30
Switch Throws: 10
CA Combos: 5
Peak Rate 150Mbps
2x2 MIMO DL
Filters: 70
Bands: 30
Tx/Rx Filters: 75
Switch Throws: 30
CA Combos: 200
Peak Rate > 1Gbps
4x4 MIMO DL and UL
4G 3G
Cellular Comms
Power Amplifiers
Data and the
‘App’ Revolution
2G
Faster Data Rates
$1 $3 $13 $25
Expanding Content Growth and Reach A Step Function Increase in Performance
Enhanced Mobile Broadband
Massive M2M Connectivity
Artificial Intelligence Autonomous Driving
Supply Chain Logistics
Entertainment Broadband to Home
Manufacturing
Mobile Office
Emergency Services
Healthcare Drones
Smart Cities
Smart Agriculture
Virtual Reality
5G Enables Transformative Applications
Breakthrough Performance, Footprint and Power Efficiency
Unprecedented Suite of Highly Flexible and Customizable System Solutions
Unifying Platform Enabling 5G Applications
Mission Critical Services
Enhanced Mobile Broadband Internet of Things
Industrial Automation
Introduces
E M P O W E R I N G T H E 5 G R E V O L U T I O N
Generating Superior Financial Returns
Investment Thesis
Skyworks Capitalizing on Powerful Mobile and IoT Ecosystems
We are a Global Leader in Providing Integrated Systems
Leveraging Performance to Drive Content Gains
Well Positioned for 5G with