Skyworks Solutions, Inc. · NASDAQ:SWKS
Skyworks Solutions — Tech Forum at the 2018 International CES
24 slides from Skyworks Solutions's conference presentation, Jan 9, 2018
Slide 1: Tech Forum at the 2018 International CES
Tech Forum at the 2018 International CES January 9, 2018 Liam K. Griffin President and Chief Executive Officer
Slide 2: Safe Harbor Statement
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 ca
Slide 3: Industry Landscape
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 Bringin
Slide 4: Insatiable Data Demand
Insatiable Data Demand PetaBytes /Month 80,000 Global Data Traffic 70,000 44% CAGR 60,000 50,000 40,000 30,000 20,000 10,000 0 2016 2017 2018 2019 2020 2021 Source: Ericsson Mobility Report, BofA Merrill Lynch Global Research
Slide 5: Driven by New Usage Cases
Driven by New Usage Cases 4.6B 3.5B 2016 2021 Social VR Coming Next Mobile Internet Users Live Video on Mobile Mobile Payments Emerging Applications Connected Cars Unlimited Data Plans
Slide 6: Connecting Everyone and Everything, All the Time
Our Vision Connecting Everyone and Everything, All the Time
Slide 7: Powering the Connected Economy
Powering the Connected Economy
Slide 8: Top 5 S&P 500 Companies
Top 5 S&P 500 Companies $2T+ of Incremental Shareholder Wealth 1 2 3 4 5 Market Value ($B) $900 $880 $800 $758 $700 $672 $600 $583 $551 $536 $500 $400 $300 $230 $224 $200 $114 $100 $65 TOTAL $0 2012 | 2018 2012 | 2018 2012 | 2018 2012 | 2018 2012 | 2018 At 1/4/18
Slide 9: Our Unique and Differentiated Model
Our Unique and Differentiated Model Leading Integrated Global Technologies Solutions Scale SOI CMOS SiGe 2,000 Customers TC-SAW GaAs GaN SkyBlueTM Power Mgt 2,600 Patents Amplifiers / Switch High Performance Filters 2,500 Analog Components Antenna Tuning Worldwide Manufacturing Custom MIMO Footprint
Slide 10: Huawei Mate 10 Pro
Huawei Mate 10 Pro $10+ Content SkyOne® Ultra 2.5 LB PAMiD SkyOne® Ultra 2.5 MB PAMiD SkyOne® Ultra 2.5 HB PAMiD SkyBlueTM DC/DC Converter QB GSM/EDGE PA 2G WLAN Switch/LNA 5G WLAN Switch/LNA SkyOne® Powers Huawei’s Flagship Platforms
Slide 11: Expanding Global Reach
Expanding Global Reach X7 / X7 Plus R11 / R11 Plus Mi Mix 2 X20 / X20 Plus MMPA SkyLiTE™ SkyOne® MMPA HB PA GPS LNA Ultra LB ET PAMiD HB PA
Slide 12: Increasing Diversification
Increasing Diversification New Customers, Additional Verticals, More Applications Google Home WallyHome Sensors Hyundai Virtual Assistant Home Automation Automotive Telematics Netgear Arlo Pro TempAlert Nintendo Switch HD Security Camera Pharmacy and Hospital Monitoring Hybrid Gaming Console Sonos O
Slide 13: High Efficiency Street Lighting
High Efficiency Street Lighting Dual Mode ZigBee® Front-end Module for Industrial Applications IoT Opportunities Continue to Proliferate Smart Cities Going Mainstream
Slide 14: Massive MIMO
Massive MIMO Leveraging >$65 Content High Capacity Infrastructure Opportunity
Slide 15: Strong and Consistent Financial Performance
Strong and Consistent Financial Performance Targeting Return of 50% of Free Cash Flow to Shareholders Revenue ($B) Earnings Per Share* Operating Cash Flow ($M) $6.45 $1,471 $3.65 $5.57 $3.26 $3.29 $5.27 $1,096 $993 $3.24 $772 $2.29 $2.20 $500 $1.79 $1.91 $1.57 $285 FY 2012 FY 2013 FY 2014 FY 2015 FY
Slide 16: Empowering the 5G Revolution
Introduces EMPOWERING THE 5G REVOLUTION
Slide 17: A Crowded Radio Spectrum Today
A Crowded Radio Spectrum Today Visible Ultraviolet X-Rays Radio Wave Spectrum Infrared Light 300 300 MHZ GHZ 700 3 6 28 39 MHZ GHZ GHZ GHZ GHZ P 2G/3G/4G
Slide 18: 5G is a Game Changer
5G is a Game Changer Latency (Ms) Speed (Gbps) High Data Throughput 12 1.20 Extremely Low Latency 1.00 Enhanced Spectrum Efficiency 10 10 to 100x 4G Speeds 8 0.80 Greatly Expands Network Capacity 0.60 6 4 0.40 2 0.20 0 0.00 2G 3G 3.5G 4G 5G
Slide 19: 5G Facilitates Instantaneous Mobile Video
5G Facilitates Instantaneous Mobile Video Full Download of HD Movie 3G 4G 500 Minutes 5 Minutes 3 Seconds
Slide 20: Expanding Content Growth and Reach
Expanding Content Growth and Reach A Step Function Increase in Performance Cellular Comms $1 $3 Faster Data $13 $25 Data Rates and the ‘App’ Revolution 2G 3G 4G Power Amplifiers Power Amplifiers Filters: 40 Filters: 70 Filters Bands: 15 Bands: 30 Switches Tx/Rx Filters: 30 Tx/Rx Filters: 75 Switch T
Slide 21: 5G Enables Transformative Applications
5G Enables Transformative Applications Artificial Intelligence Emergency Autonomous Drones Healthcare Services Driving Massive M2M Connectivity Smart Smart Supply Chain Manufacturing Cities Agriculture Logistics Enhanced Mobile Broadband Virtual Reality Mobile Office Broadband Entertainment to Home
Slide 22: Unifying Platform Enabling 5G Applications
Unifying Platform Enabling 5G Applications Enhanced Mobile Broadband Internet of Things Unprecedented Suite of Highly Flexible and Customizable System Solutions Mission Critical Services Industrial Automation Breakthrough Performance, Footprint and Power Efficiency
Slide 23: Empowering the 5G Revolution
Introduces EMPOWERING THE 5G REVOLUTION
Slide 24: Investment Thesis
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 Generating Superior Financial Returns Well Positioned for 5G with
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