Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
CAUTIONARY STATEMENT
This presentation may contain forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These forward-looking statements may include the potential growth of the markets in which we compete and the development status and planned availability of new products. In fact, all statements that we make or incorporate by reference in the presentation, other than statements or characterizations of historical fact, are forward-looking statements. It should be clearly understood that these forward-looking statements, and our assumptions about the factors that influence them, are based on the limited information available to us at this date. Such information is subject to change, and we may not inform you when changes occur. We undertake no obligation to revise or update publicly any forward-looking statement to reflect future events or circumstances. Forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that are difficult to predict. Therefore, our actual results could differ materially and adversely from those described in the statements you hear today as a result of various factors. We refer you to our Form 10-K for the year ended December 31, 2012, subsequent and forthcoming 10-Qs and other filings with the SEC, which discuss some of the important risk factors that could contribute to such differences or otherwise affect our business, results of operations and financial condition.
For additional financial and statistical information, including the information disclosed in accordance with SEC Regulation G, please see the Investors section of our website.
Broadcom, the pulse logo, Connecting everything, the Connecting everything logo, the 5G WiFi logo, NetXtreme II, StrataXGS, VideoCore, XGS Core, XLP, Xtendnet, and StrataDNX are among the trademarks of Broadcom Corporation and/or its affiliates in the United States, certain other countries and/or the EU. Any other trademarks or trade names mentioned are the property of their respective owners.
ABOUT BROADCOM
2012 Net Revenue of $8.01 Billion Founded in 1991 Initial Public Offering in April 1998 (NASDAQ-BRCM) A Global Leader in Semiconductors for Wired and Wireless Communications Broad IP Portfolio with More than 18,900 U.S. and Foreign Patents and Applications One of the Largest Volume Fabless Semiconductor Suppliers ~11,550 Employees Worldwide
BROADCOM ORGANIZATION
Scott A. McGregor
President and Chief Executive Officer, Board Member
Business Groups
Daniel Marotta
Executive VP and GM, Broadband Communications Group
Robert Rango
Executive VP and GM, Mobile and Wireless Group
Art Chong
Executive VP, General Counsel and Secretary
Michael Hurlston
Executive VP, Worldwide Sales
Neil Kim
Executive VP, Operations and Central Engineering
Thomas Lagatta
Executive VP, Business Development
Terri Timberman
Executive VP, Human Resources
Finland United Kingdom Richmond, BC Seattle Petaluma Sunnyvale Santa Clara San Jose Irvine Kanata Edina Fort Collins Longmont Colorado Springs Dallas Qubec Belgium France Spain Netherlands Italy Turkey Greece Israel India Minsk, Belarus Dalian Beijing
South Korea
Japan Taiwan
Shanghai Shenzhen
Singapore
Net Revenue
($ Million)
11,550 11,300
$7,389 $6,818
$2,080
Q4
8,942
9,590
$2,128
7,283 7,307
$4,658 $4,490
Q3
5,079
6,206
Q2
$2,005
3,257 2,711
2,499 2,666
77%
Engineering
Q1
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q1 2013
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q1 2013
6
Rank 2011 1 2 6 4 3 5 8 7 10 10 9
Company
2011 Revenue 50,669 27,764 9,998 11,754 11,769 10,650 9,388 9,635 7,160 7,160 7,643 151,343 307,773
2012 Revenue 49,089 28,622 13,177 11,111 10,610 9,152 8,965 8,415 7,846 7,846 6,917 146,008 299,912
2011-2012 Growth (%) -3.1% 3.1% 31.8% -5.5% -9.8% -14.1% -4.5% -12.7% 9.6% 9.6% -9.5% -3.5% -2.6
2012 Market Share (%) 16.4% 9.5% 4.4% 3.7% 3.5% 3.1% 3.0% 2.8% 2.6% 2.6% 2.3% 48.7% 100.0%
Samsung Electronics Qualcomm Texas Instruments Toshiba Renesas Electronics SK Hynix STMicroelectronics
>18,600
>15,900 >14,600
7,700 7,650
7,400
10,900
11,250
4,000 2,750
1,050
2001
250
450
2002 2003
800
2004
1,600
2005
2,600
2006
3,450
4,500
5,350
2007
2008
2009
2010
2011
2012
Q1 2013
Patents Issued
2013 Broadcom Corporation. All rights reserved.
Patents Pending
8
Company
Samsung Electronics Co., South Korea SanDisk Corp., U.S. Semiconductor Energy Laboratory Co., Japan
1,949.5 1,949.5
1,390.7 1,375.0 1,347.5 1,322.3 1,127.1 890.7
Source: 2012 IEEE Spectrum, 1790 Analytics, LLC., and Wall Street Journal
Company
1,286.5 1,286.5
1,143.8 1,104.8 1,040.6 919.2 856.8 847.2 729.0
1,197 1,197
1,581 1,369 910 333 790 970 1,051
Source: 2012 IEEE Spectrum, 1790 Analytics, LLC., and Wall Street Journal
10
7.0 6.0
0.0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Source: World Semiconductor Trade Statistics 2012
Right Place at the Right Time Right Products and Technology to Address Communication Needs
Superior Execution
2013 Broadcom Corporation. All rights reserved.
11
Home
Hand
Infrastructure
Cloud-Scale
Data Center Transition to 10/40/100 GbE Enterprise 2.0 Flat, Virtualized Cloud Networks Energy Efficiency and Secure Networking High Performance Processors Wireless Infrastructure Transformation Automotive Ethernet
12
Wi-Fi Router
Ethernet
Home
13
#1
As Ranked by
IP Sharing
Recognized for Innovation Great Engineers
Unparalleled Integration
HEVC Quad-core CPU Gigabit speeds Web domain security Quad 1080p transcoding 4kx2k video display
#1
As Ranked by
BCM7445
2013 Broadcom Corporation. All rights reserved.
14