Sei sulla pagina 1di 14

BROADCOM CORPORATION CORPORATE OVERVIEW Q1 2013

2013 Broadcom Corporation. All rights reserved.

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.

2013 Broadcom Corporation. All rights reserved.

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

2013 Broadcom Corporation. All rights reserved.

BROADCOM ORGANIZATION

Scott A. McGregor
President and Chief Executive Officer, Board Member

Henry Samueli, Ph.D.


Co-Founder, Chief Technical Officer, Chairman of the Board

Business Groups

Daniel Marotta
Executive VP and GM, Broadband Communications Group

Robert Rango
Executive VP and GM, Mobile and Wireless Group

Rajiv Ramaswami, Ph.D.


Executive VP and GM, Infrastructure and Networking Group

Other Corporate Executives Eric Brandt


Executive VP and Chief Financial Officer

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

2013 Broadcom Corporation. All rights reserved.

BROADCOMS GLOBAL PRESENCE


Worldwide Locations to Serve Our Expanding Customer Base

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

Andover Matawan Glen Rock Lancaster Germantown Durham Duluth

South Korea
Japan Taiwan

Houston San Diego Chandler Austin

Shanghai Shenzhen

Singapore

47 Sales/Marketing Locations 75 Design Centers Headquarters in Irvine, CA

Sao Paulo, Brazil Sydney

2013 Broadcom Corporation. All rights reserved.

INVESTING IN TOP TALENT TO ENHANCE GROWTH AND NEW INITIATIVES


Headcount
$8,006

Net Revenue
($ Million)

11,550 11,300

$7,389 $6,818

$2,080

Q4
8,942

9,590

R&D Engineering 8,850 PhDs 900

$2,128

7,283 7,307
$4,658 $4,490

Q3
5,079

6,206

$3,776 $3,668 $1,971


4,110
$2,671 $2,401

Q2
$2,005

3,257 2,711
2,499 2,666

77%
Engineering

$1,610 $1,083 $962


$1,827

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

2013 Broadcom Corporation. All rights reserved.

TOP 10 SEMICONDUCTOR COMPANIES BY REVENUE


* Revenue excluding memory

Rank 2011 1 2 6 4 3 5 8 7 10 10 9

Rank 2012 1 2 3 4 5 6 7 8 Intel

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

9 Broadcom 5 5 9 Broadcom 10 Micron Technology Others Total Market

Excluding Memory Companies Broadcom is #5 in 2012


Source: Gartner April 2013

2013 Broadcom Corporation. All rights reserved.

SUSTAINED RECORD OF INTELLECTUAL PROPERTY INNOVATION


>18,900

>18,600

>15,900 >14,600
7,700 7,650

>13,150 >12,100 >10,850


7,800 7,800
7,600 7,350

>8,200 >6,700 >4,800 >3,200 >2,300 >1,100


2,050
50

7,400

5,600 5,100 6,800


8,550

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

SEMICONDUCTOR INDUSTRY PATENT RANKINGS

IEEE Spectrum Semiconductor Patent Power (November 2012)


Rank
1 2 3

Company
Samsung Electronics Co., South Korea SanDisk Corp., U.S. Semiconductor Energy Laboratory Co., Japan

Adjusted Patent Pipeline Power


3,976.5 3,168.9 2,072.0

4 Broadcom Broadcom Corporation, U.S. U.S. 4 Corporation,


5 6 7 8 9 10 Micron Technology Inc., U.S. STATS ChipPac Ltd., Singapore Intermolecular Inc., U.S. Megic Corp., Taiwan Marvell Technology Group Ltd., Bermuda Seoul Semiconductor Co., South Korea

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

2013 Broadcom Corporation. All rights reserved.

SEMICONDUCTOR INDUSTRY PATENT RANKINGS

Wall Street Journal Semiconductor Industry Scoreboard (February 2013)


Rank
1 2 Intel Corp., U.S. Semiconductor Energy Laboratory Co. Ltd., Japan

Company

Technology Strength Patents Granted


1,613.1 1,399.9 1,483 866

3 Broadcom Broadcom Corporation, U.S. U.S. 3 Corporation,


4 5 6 7 8 9 10 Samsung Electronics Co Ltd., Korea IBM, U.S. Micron Technology Inc., U.S. SanDisk Corp., U.S. Marvell Technology Group Ltd., Bermuda Toshiba Corp., Japan Renesas Electronics Corp., Japan

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

2013 Broadcom Corporation. All rights reserved.

10

CAPITALIZING ON THE OPPORTUNITIES IN COMMUNICATIONS AND CONNECTIVITY


Large and Growing End Markets
8.0
Indexed Revenue (2002 = 1)

Revenue Growth vs. Industry


CAGR Broadcom 22% Communication Semis 13% Semis 8%

7.0 6.0

5.0 4.0 3.0


2.0 1.0

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

KEY AREAS OF R&D INVESTMENT

Home

Hand

Infrastructure

High Efficiency Video


Coding (HEVC/H.265) Higher Resolution Displays / UltraHD (4K x 2K, 8K x 4K) Video Transcoding HomePlugAV2 10G EPON/GPON VDSL Vectoring 3G/LTE Small Cells DOCSIS 3.1 G.Fast

4G LTE and 3G Complete Cellular Platforms Mobile Multimedia:


Graphics, Video and ISP 802.11ac 5G WiFi NFC Bluetooth Low Energy Context Awareness/ Ubiquitous Location

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

2013 Broadcom Corporation. All rights reserved.

12

BROADCOMS CHIPS ARE PERVASIVE


99.98% of All Data Traffic Crosses a Broadcom Chip
Data Center Fiber Macro Base Station Wireless Infrastructure Microwave Backhaul Fiber Optic DSL PON Ethernet Wi-Fi Router Coax Coax Service Provider Network Corporate Enterprise

Wi-Fi Router

Ethernet

Home

Source: Broadcom internal estimate

2013 Broadcom Corporation. All rights reserved.

13

BROADCOM COMPETITIVE ADVANTAGE


IP Portfolio Strength Market Categories Advanced R&D Capabilities
Home Hand Infrastructure

#1
As Ranked by

Among Fabless Semiconductor Companies

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

Among Semiconductor Companies

BCM7445
2013 Broadcom Corporation. All rights reserved.

14

Potrebbero piacerti anche