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2Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
3Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
4Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
6Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
A STRONG CORE AND MULTIPLE
PATHS TO SUCCESS
Scott A. McGregor
President and Chief Executive Officer
8Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
WORLD-CLASS BROADBAND AND
INFRASTRUCTURE BUSINESSES
Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
Attractive
Economics
Leading
Market
Position
Growth
Drivers
8
Complete
Platforms with
Best-in-Class
Technology
9
WEARABLES PRODUCTS SOLD ESTIMATED TO
Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
Source: Juniper Research, January 2013
10Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
More Users
More Content
More Bandwidth
More Ethernet
INFRASTRUCTURE GROWTH DRIVERS ARE STRONG
LTE
Upgrades
Tablet Computing
Transition
Smartphone Usage
Acceleration
Social Networking
Video Streaming
Public Cloud
Computing Expansion
Enterprise
Hybrid Cloud
Growth
Consumer
Broadband
Increases
11Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
4G LTE BUILD-OUTS DRIVE GROWTH
>80% Of Smartphones
on LTE by 2016
260 LTE Global Network
Deployments as of 20131.2B Mobile Subscribers
in China as of 2013
$15B LTE Infrastructure
Revenue by 2017
Source: Infonetics 2G/3G/4G LTE Infrastructure & Subscribers &, 3G and 4G (LTE, WiMAX) Broadband Devices and Subscribers 4Q13
4G65% YoY Growth in LTE
Revenue 2012 - 2013
12Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
PLATFORM CONTROL AND TECHNOLOGY
LEADERSHIP CREATE VALUE
Connectivity
ASP
BT/Wi-Fi/
GPS/NFC
$3 – $6
Platform ASP
Cellular SoC/
PMU/RF
BT/Wi-Fi/
GPS/NFC
$10 – $30
Source: Broadcom Internal Estimates
13Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
Wireless
POS
Terminals
System
Optimization
Best in Class
Performance
~$3B SA in ‘16
Scalable
CPUs
Multi-core
Processors
Retail
Router SOC
Networking/
Control Plane
Security
MULTI-CORE PROCESSORS ADDRESSING GROWING SAM
Storage/
NAS
14Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
 Drive innovation in the
data center
 Accelerate new market
opportunities –
automotive and
wireless infrastructure
 Accelerate connectivity
innovation
 Material LTE revenues
and new product
rollouts
 Continued growth in
emerging markets
 Ramp new
technologies – UltraHD,
HEVC, small cell,
Vectoring
SIGN POSTS FOR 2014
InfrastructureHandHome
15Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
BUILDING MOMENTUM IN AUTOMOTIVE
High Performance 100Mbps Ethernet Connectivity
On-board Diagnostics Infotainment360° Camera System

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  • 1.
  • 2. 2Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
  • 3. 3Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
  • 4. 4Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
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  • 6. 6Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.
  • 7. A STRONG CORE AND MULTIPLE PATHS TO SUCCESS Scott A. McGregor President and Chief Executive Officer
  • 8. 8Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. WORLD-CLASS BROADBAND AND INFRASTRUCTURE BUSINESSES Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. Attractive Economics Leading Market Position Growth Drivers 8 Complete Platforms with Best-in-Class Technology
  • 9. 9 WEARABLES PRODUCTS SOLD ESTIMATED TO Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. Source: Juniper Research, January 2013
  • 10. 10Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. More Users More Content More Bandwidth More Ethernet INFRASTRUCTURE GROWTH DRIVERS ARE STRONG LTE Upgrades Tablet Computing Transition Smartphone Usage Acceleration Social Networking Video Streaming Public Cloud Computing Expansion Enterprise Hybrid Cloud Growth Consumer Broadband Increases
  • 11. 11Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. 4G LTE BUILD-OUTS DRIVE GROWTH >80% Of Smartphones on LTE by 2016 260 LTE Global Network Deployments as of 20131.2B Mobile Subscribers in China as of 2013 $15B LTE Infrastructure Revenue by 2017 Source: Infonetics 2G/3G/4G LTE Infrastructure & Subscribers &, 3G and 4G (LTE, WiMAX) Broadband Devices and Subscribers 4Q13 4G65% YoY Growth in LTE Revenue 2012 - 2013
  • 12. 12Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. PLATFORM CONTROL AND TECHNOLOGY LEADERSHIP CREATE VALUE Connectivity ASP BT/Wi-Fi/ GPS/NFC $3 – $6 Platform ASP Cellular SoC/ PMU/RF BT/Wi-Fi/ GPS/NFC $10 – $30 Source: Broadcom Internal Estimates
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  • 14. 14Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved.  Drive innovation in the data center  Accelerate new market opportunities – automotive and wireless infrastructure  Accelerate connectivity innovation  Material LTE revenues and new product rollouts  Continued growth in emerging markets  Ramp new technologies – UltraHD, HEVC, small cell, Vectoring SIGN POSTS FOR 2014 InfrastructureHandHome
  • 15. 15Broadcom Proprietary and Confidential. © 2013 Broadcom Corporation. All rights reserved. BUILDING MOMENTUM IN AUTOMOTIVE High Performance 100Mbps Ethernet Connectivity On-board Diagnostics Infotainment360° Camera System