corporate overview - skyworks

16
Corporate Overview Winter 2018

Upload: dangtruc

Post on 14-Feb-2017

225 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Corporate Overview - SKYWORKS

Corporate Overview

Winter 2018

Page 2: Corporate Overview - SKYWORKS

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.

Page 3: Corporate Overview - SKYWORKS

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

Page 4: Corporate Overview - SKYWORKS

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

Page 5: Corporate Overview - SKYWORKS

Connected Cars Emerging Applications

Mobile Payments

Unlimited Data Plans

Live Video on Mobile

Social VR Coming Next

Driven by New Usage Cases

Mobile Internet Users

3.5B 4.6B

2016 2021

Page 6: Corporate Overview - SKYWORKS

Connecting Everyone and Everything,

All the Time

Our Vision

Page 7: Corporate Overview - SKYWORKS

Powering the Connected Economy

Page 8: Corporate Overview - SKYWORKS

$551

$230 $224

$114 $65

$879

$702 $634

$554 $506

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

TOTA

Market Value ($B)

2012 | 2017 2012 | 2017 2012 | 2017 2012 | 2017 2012 | 2017

2 1 3 4 5

Top 5 S&P 500 Companies $2T+ of Incremental Shareholder Wealth

At 12/4/17

Page 9: Corporate Overview - SKYWORKS

Our Unique and Differentiated Model

IP, Scale, Customization, Customer Breadth and Depth

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

Page 10: Corporate Overview - SKYWORKS

Huawei Mate 10 Pro

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

SkyOne® Powers Huawei’s Flagship Platforms

$10+ Content

Page 11: Corporate Overview - SKYWORKS

X7 / X7 Plus Launched in June

R11 / R11 Plus Launched in June

Mi Mix 2 Launched in September

X20 / X20 Plus Announced in September

SkyOne®

Ultra LB ET PAMiD

MMPA SkyLiTE™ MMPA

GPS LNA HB PA HB PA

Expanding Global Reach

Page 12: Corporate Overview - SKYWORKS

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

Sears WallyHome Sensor Home Automation

TempAlert Pharmacy and Hospital Monitoring

Nest Thermostat Targeting Low Cost Segment

Page 13: Corporate Overview - SKYWORKS

High Efficiency Street Lighting

Dual Mode ZigBee® Front-end Module for Industrial Applications

IoT Opportunities Continue to Proliferate Smart Cities Going Mainstream

Page 14: Corporate Overview - SKYWORKS

Massive MIMO

Leveraging >$65 Content

High Capacity Infrastructure Opportunity

Page 15: Corporate Overview - SKYWORKS

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

FY2012

FY2013

FY2014

FY2015

FY2016

FY2017

Revenue ($B)

$1.91 $2.20

$3.24

$5.27 $5.57

$6.45

FY2012

FY2013

FY2014

FY2015

FY2016

FY2017

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

FY2012

FY2013

FY2014

FY2015

FY2016

FY2017

Operating Cash Flow ($M)

18% CAGR 28% CAGR 39% CAGR

Page 16: Corporate Overview - SKYWORKS

Generating Superior Financial Returns

Summary

Skyworks Capitalizing on Powerful Mobile and IoT Ecosystems

We are a Global Leader in Providing Integrated Systems

Well Positioned for 5G and Next Phase of Connectivity

Leveraging Performance to Drive Content Gains