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1 © 2013 Broadcom Corporation. All rights reserved. BROADCOM CORPORATION CORPORATE OVERVIEW Q1 2013

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Page 1: Corporate Overview

1 © 2013 Broadcom Corporation. All rights reserved.

BROADCOM CORPORATION CORPORATE OVERVIEW

Q1 2013

Page 2: Corporate Overview

2 © 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.

Page 3: Corporate Overview

3 © 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

Page 4: Corporate Overview

4 © 2013 Broadcom Corporation. All rights reserved.

BROADCOM ORGANIZATION

Business Groups

Henry Samueli, Ph.D. Co-Founder, Chief Technical Officer, Chairman of the Board

Scott A. McGregor President and

Chief Executive Officer, Board Member

Other Corporate Executives

Rajiv Ramaswami, Ph.D.

Executive VP and GM, Infrastructure and Networking Group

Daniel Marotta

Executive VP and GM, Broadband Communications Group

Robert Rango

Executive VP and GM, Mobile and Wireless Group

Eric Brandt

Executive VP and Chief Financial Officer

Art Chong

Executive VP, General Counsel and Secretary

Neil Kim

Executive VP, Operations and Central Engineering

Michael Hurlston

Executive VP, Worldwide Sales

Terri Timberman

Executive VP, Human Resources

Thomas Lagatta

Executive VP, Business Development

Page 5: Corporate Overview

5 © 2013 Broadcom Corporation. All rights reserved.

Worldwide Locations to Serve Our Expanding Customer Base

BROADCOM’S GLOBAL PRESENCE

47 Sales/Marketing Locations

75 Design Centers

Headquarters in Irvine, CA

Japan

Singapore

South Korea

Taiwan

Shenzhen

Beijing

Shanghai

Sydney

Belgium Netherlands

Israel

France

Finland

Greece

United Kingdom

Spain

Dalian

Turkey Italy

India

Sao Paulo, Brazil

Minsk, Belarus Richmond, BC Kanata

Duluth Durham

Dallas

Austin San Diego

San Jose

Matawan

Seattle

Sunnyvale

Houston

Santa Clara

Andover

Colorado Springs

Edina

Irvine

Chandler

Longmont

Québec

Fort Collins

Glen Rock

Petaluma

Lancaster Germantown

Page 6: Corporate Overview

6 © 2013 Broadcom Corporation. All rights reserved.

2,7112,499

2,666

3,257

4,110

5,079

6,206

7,283 7,307

8,942

9,590

11,30011,550

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q12013

INVESTING IN TOP TALENT TO ENHANCE GROWTH AND NEW INITIATIVES

Net Revenue ($ Million)

Headcount

R&D Engineering

8,850

PhDs 900

77% Engineering

© 2013 Broadcom Corporation.

$962$1,083

$1,610

$2,401

$2,671

$3,668$3,776

$4,658$4,490

$6,818

$7,389

$1,827

$2,005

$1,971

$2,128

$2,080

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q12013

Q1

Q2

Q3

Q4

$8,006

Page 7: Corporate Overview

7 © 2013 Broadcom Corporation. All rights reserved.

TOP 10 SEMICONDUCTOR COMPANIES BY REVENUE

Source: Gartner April 2013

Rank

2011

Rank

2012

Company

2011

Revenue

2012

Revenue

2011-2012

Growth (%)

2012 Market

Share (%)

1 1 Intel 50,669 49,089 -3.1% 16.4%

2 2 Samsung Electronics 27,764 28,622 3.1% 9.5%

6 3 Qualcomm 9,998 13,177 31.8% 4.4%

4 4 Texas Instruments 11,754 11,111 -5.5% 3.7%

3 5 Toshiba 11,769 10,610 -9.8% 3.5%

5 6 Renesas Electronics 10,650 9,152 -14.1% 3.1%

8 7 SK Hynix 9,388 8,965 -4.5% 3.0%

7 8 STMicroelectronics 9,635 8,415 -12.7% 2.8%

10 9 Broadcom 7,160 7,846 9.6% 2.6%

9 10 Micron Technology 7,643 6,917 -9.5% 2.3%

Others 151,343 146,008 -3.5% 48.7%

Total Market 307,773 299,912 -2.6 100.0%

Excluding Memory Companies Broadcom is #5 in 2012

Rank

2011

Rank

2012

Company

2011

Revenue

2012

Revenue

2011-2012

Growth (%)

2012 Market

Share (%)

1 1 Intel 50,669 49,089 -3.1% 16.4%

2 2 Samsung Electronics 27,764 28,622 3.1% 9.5%

6 3 Qualcomm 9,998 13,177 31.8% 4.4%

4 4 Texas Instruments 11,754 11,111 -5.5% 3.7%

3 5 Toshiba 11,769 10,610 -9.8% 3.5%

5 6 Renesas Electronics 10,650 9,152 -14.1% 3.1%

8 7 SK Hynix 9,388 8,965 -4.5% 3.0%

7 8 STMicroelectronics 9,635 8,415 -12.7% 2.8%

10 5 Broadcom 7,160 7,846 9.6% 2.6%

9 10 Micron Technology 7,643 6,917 -9.5% 2.3%

Others 151,343 146,008 -3.5% 48.7%

Total Market 307,773 299,912 -2.6 100.0%

10 9 Broadcom 7,160 7,846 9.6% 2.6% 10 5 Broadcom 7,160 7,846 9.6% 2.6%

* Revenue excluding memory

Page 8: Corporate Overview

8 © 2013 Broadcom Corporation. All rights reserved.

50 250 450 800 1,600

2,600 3,450

4,500 5,350

6,800

8,550

10,900 11,250

1,050 2,050

2,750

4,000

5,100

5,600

7,400

7,600

7,800

7,800

7,350

7,700 7,650

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q1 2013

Patents Issued Patents Pending

SUSTAINED RECORD OF INTELLECTUAL PROPERTY INNOVATION

>2,300

>1,100

>3,200

>6,700

>8,200

>4,800

>10,850

>12,100

>13,150

>14,600

>15,900

>18,600 >18,900

Page 9: Corporate Overview

9 © 2013 Broadcom Corporation. All rights reserved.

SEMICONDUCTOR INDUSTRY PATENT RANKINGS

IEEE Spectrum Semiconductor Patent Power (November 2012)

Rank Company Adjusted Patent Pipeline Power

1 Samsung Electronics Co., South Korea 3,976.5

2 SanDisk Corp., U.S. 3,168.9

3 Semiconductor Energy Laboratory Co., Japan 2,072.0

4 Broadcom Corporation, U.S. 1,949.5

5 Micron Technology Inc., U.S. 1,390.7

6 STATS ChipPac Ltd., Singapore 1,375.0

7 Intermolecular Inc., U.S. 1,347.5

8 Megic Corp., Taiwan 1,322.3

9 Marvell Technology Group Ltd., Bermuda 1,127.1

10 Seoul Semiconductor Co., South Korea 890.7

Source: 2012 IEEE Spectrum, 1790 Analytics, LLC., and Wall Street Journal

4 Broadcom Corporation, U.S. 1,949.5

Page 10: Corporate Overview

10 © 2013 Broadcom Corporation. All rights reserved.

SEMICONDUCTOR INDUSTRY PATENT RANKINGS

Source: 2012 IEEE Spectrum, 1790 Analytics, LLC., and Wall Street Journal

Wall Street Journal Semiconductor Industry Scoreboard (February 2013)

Rank Company Technology Strength Patents Granted

1 Intel Corp., U.S. 1,613.1 1,483

2 Semiconductor Energy Laboratory Co. Ltd., Japan 1,399.9 866

3 Broadcom Corporation, U.S. 1,286.5 1,197

4 Samsung Electronics Co Ltd., Korea 1,143.8 1,581

5 IBM, U.S. 1,104.8 1,369

6 Micron Technology Inc., U.S. 1,040.6 910

7 SanDisk Corp., U.S. 919.2 333

8 Marvell Technology Group Ltd., Bermuda 856.8 790

9 Toshiba Corp., Japan 847.2 970

10 Renesas Electronics Corp., Japan 729.0 1,051

3 Broadcom Corporation, U.S. 1,286.5 1,197

Page 11: Corporate Overview

11 © 2013 Broadcom Corporation. All rights reserved.

Large and Growing End Markets

Right Place at the Right Time

Right Products and Technology to Address Communication Needs

Superior Execution

CAPITALIZING ON THE OPPORTUNITIES IN COMMUNICATIONS AND CONNECTIVITY

Revenue Growth vs. Industry

Ind

exe

d R

eve

nu

e (

200

2 =

1)

Source: World Semiconductor Trade Statistics 2012

CAGR

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Broadcom 22%

Communication Semis

13%

Semis 8%

Page 12: Corporate Overview

12 © 2013 Broadcom Corporation. All rights reserved.

KEY AREAS OF R&D INVESTMENT

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

Home

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

Infrastructure

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

Hand

Page 13: Corporate Overview

13 © 2013 Broadcom Corporation. All rights reserved.

BROADCOM’S CHIPS ARE PERVASIVE

99.98% of All Data Traffic Crosses a Broadcom Chip

Source: Broadcom internal estimate

Coax

Microwave Backhaul

Fiber Optic

Wireless Infrastructure

Service Provider Network

Macro Base Station

Wi-Fi Router

Data Center Corporate Enterprise

Wi-Fi Router

Coax

DSL

Ethernet

Ethernet

PON

Home

Fiber

Page 14: Corporate Overview

14 © 2013 Broadcom Corporation. All rights reserved.

BROADCOM COMPETITIVE ADVANTAGE

IP Portfolio Strength

Among Fabless Semiconductor Companies

As Ranked by

BCM7445

HEVC Quad-core CPU Gigabit speeds Web domain security Quad 1080p transcoding 4kx2k video display

Among Semiconductor Companies

As Ranked by

Advanced R&D Capabilities

IP Sharing

Home Hand Infrastructure

Market Categories

#1

#1

Unparalleled Integration

Recognized for Innovation

Great Engineers