Liam Griffin, Skyworks President and CEO, presents our 5G perspective on the emerging market trends across the 5G verticals, the use cases and required performance motivating the evolution to 5G across those applications, the outlook for the 5G economy, and how Skyworks is uniquely positioned with the introduction of the Sky5 product line to address the demands of this new radio access technology.
Artificial intelligence in the post-deep learning era
Tech Forum Highlights Skyworks Role in 5G
1. Tech Forum at the 2018 International CES
January 9, 2018
Liam K. Griffin
President and Chief Executive Officer
2. 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.
3. 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
5. Driven by New Usage Cases
Connected CarsEmerging Applications
Mobile Payments
Unlimited Data Plans
Live Video on Mobile
Social VR Coming Next
Mobile Internet Users
3.5B
4.6B
2016 2021
9. 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
11. Expanding Global Reach
X7 / X7 Plus R11 / R11 Plus Mi Mix 2 X20 / X20 Plus
SkyOne®
Ultra LB ET PAMiD
MMPASkyLiTE™MMPA
GPS LNA HB PAHB PA
12. 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
13. High Efficiency Street Lighting
IoT Opportunities Continue to Proliferate
Smart Cities Going Mainstream
Dual Mode ZigBee® Front-end
Module for Industrial Applications
17. A Crowded Radio Spectrum Today
28
GHZ
Radio Wave Spectrum Infrared UltravioletVisible
Light
300
MHZ
300
GHZ
700
MHZ
3
GHZ
P
6
GHZ
X-Rays
2G/3G/4G
39
GHZ
18. 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
19. 3 Seconds
3G 4G
500 Minutes 5 Minutes
Full Download of HD Movie
5G Facilitates Instantaneous Mobile Video
20. 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
4G3G
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
21. Enhanced Mobile
Broadband
Massive M2M
Connectivity
Artificial Intelligence Autonomous
Driving
Supply Chain
Logistics
EntertainmentBroadband
to Home
Manufacturing
Mobile Office
Emergency
Services
HealthcareDrones
Smart
Cities
Smart
Agriculture
Virtual Reality
5G Enables Transformative Applications
22. 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
24. 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