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Corporate Overview
Winter 2018
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
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
Connecting Everyone and Everything,
All the Time
Our Vision
Powering the Connected Economy
$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
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
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
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
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
High Efficiency Street Lighting
Dual Mode ZigBee® Front-end Module for Industrial Applications
IoT Opportunities Continue to Proliferate Smart Cities Going Mainstream
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
$3.65
FY2012
FY2013
FY2014
FY2015
FY2016
FY2017
Revenue ($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
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
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