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Company Presentation September 2014

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Company Presentation

September 2014

2 Silicon Labs Confidential

Consumer

Global mixed-signal semiconductor company Founded in 1996; public since 2000 (NASDAQ: SLAB)

>1,000 employees and 10 R&D locations worldwide

Focused on innovation and simplicity Products serve a broad range of customers, applications and markets

Fabless model with >5 billion devices shipped and >1,300 patents issued or pending

Strong track record of revenue growth and profitability

Company background

3 Silicon Labs Confidential

Diversified markets

No product line or customer > 20%

revenue

20,000 customers across a range of

applications

Strong track record of success

Powerful differentiation

Growth across markets and applications

We have a broad range of customers

REVENUE

AutomotiveComputing

Industrial Communications

Consumer

4 Silicon Labs Confidential

A diversified product portfolio

Internet of ThingsInternet

InfrastructureAutomotive Consumer Voice and Data

MCU | Wireless | Sensors Timing | Power Radio | TV Tuners | Demodulators Modems | SLICs | PoE

COMPANY REVENUE

~50%COMPANY REVENUE

~35%COMPANY REVENUE

~15%

HIGH GROWTH STABLE

5 Silicon Labs Confidential

Revenue growing faster than the industry

Focused on high growth segments

Investing aggressively

Our approach to the market is yielding results

$492

$563

$580

2011 2012 2013

REVENUE, $M

6 Silicon Labs Confidential

Broad-based products fuel strategic markets

Internet Infrastructure

Timing | Power

Internet of Things

MCU | Wireless | Sensors

7 Silicon Labs Confidential

Internet of Things | Tip of the iceberg

In 2014 nearly 2 Billion

connected devices will be shipped

This number will grow to nearly

8 Billion devices for the year 2020*Not including mobile phones

3.7B Home (Consumer)

0.4B Transport (Mobility)

0.3B Body (Health)

1.7B Buildings (Infrastructure)

1.5B Cities (Industry)

Source: Harbor Research, Inc. 03/2014

8 Silicon Labs Confidential

Fitness | Smart Watches | Health

The IoT is here today | Wearables

8

9 Silicon Labs Confidential

Alarms | Access | Security | Climate | Lighting | Motion

The IoT is here today | Smart homes

9

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Wireless Sensor Networks | Interfaces | Remote Controls

The IoT is here today | Smart buildings

10

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The IoT Is here today | Smart metering

Electricity | Water | Gas | Heat

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12 Silicon Labs Confidential

Sensor Networks | Interfaces | Motor Control

The IoT Is here today | Smart industry

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13 Silicon Labs Confidential

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

2

40

SIZE OF THE DIGITAL UNIVERSEAnnual Data Created & Consumed

Market drivers

Growing demand for bandwidth

Network complexity is increasing

Time to market pressure

Enhanced network reliability

Internet Infrastructure must support explosive growth

Data Source: IDC Digital Universe 2012

ZETTABYTES/YEAR

14 Silicon Labs Confidential

Leading Internet infrastructure providers rely on our

Timing and Power solutions because of their higher

performance and ease-of-use

BASE STATION SERVER AND

DATA CENTERTELECOM ETHERNET

SWITCHES

14

15 Silicon Labs Confidential

The top 10 Internet infrastructure

providers use Silicon Labs

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We’re building momentum in

cloud-based applications

Making deeper inroads into storage, servers and data centers

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17 Silicon Labs Confidential

Ultra-low energy MCUs

Wireless Tx/Rx and SoC

Sensors

Networking software

Tools

You find them all in our portfolio

Not just hardware. A solution for our customers.

18 Silicon Labs Confidential

Microcontrollers

Our product lines give us diversity

Sensors

32-bit ARM Cortex-M, 8-bit 8051

Extreme low energy

High performance analog

Humidity

Temperature

Proximity/Ambient Light

Ultraviolet

Wireless

Timing

RF SoCs, Wireless MCUs

2.4 GHz, sub-GHz

Radio Protocols

Oscillators

Clocks

Buffers

CMEMS

Power

High voltage

Isolators

Gate drivers

Current sensors

Broadcast

CMOS RF expertise

AM/FM

Auto Radio

TV tuners & demods

Access

ProSLICs, Modems, DAAs, PoE

19 Silicon Labs Confidential

The world’s most energy friendly MCU solutions

6x Lower MCU

energy consumption

Lower Cost | Smaller Size | Longest Battery Life

Broad family of 8-bit

mixed-signal MCUs

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20 Silicon Labs Confidential

Connect everything seamlessly

ZigBee®

Sub-GHz

Transceivers

Wireless MCUs

Wireless portfolio for seamless connectivity

21 Silicon Labs Confidential

Covering >90% of low-power wireless

ZigBee

Leading market position

Dominates in Smart Home solutions

Smart Meters

Bluetooth Smart

Mobile accessories and wearable devices

Automotive applications – e.g. keyless entry

Coming 2H14

2.4 GHz and Sub-GHz

Broad applications

Asset tracking

Source: IHS 2013 “Internet Connected Devices”, Silicon Labs

2012 2018

Low-power WiFi

ZigBee

Bluetooth Smart

Other Sub-GHz

Other 2.4 GHz

0%

100%

22 Silicon Labs Confidential

Unique automatic code creation, debug, and power profile tools

Updated tools, software and documentation at your finger tips

Simplicity Studio™. Simplicity for you.

23 Silicon Labs Confidential

Intelligent sensing

Enabling existing and emerging application areas

TEMPERATURE HUMIDITY LIGHT PROXIMITY

ULTRAVIOLET BLOOD OXYGENHEART RATE

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24 Silicon Labs Confidential

TIMING:

Comprehensive web and desktop tools,

with fast-turn custom samples

POWER:

Reference designs and

complete configuration tools

Customization and development is fast and easy

25 Silicon Labs Confidential25

Isolating | Powering | Driving the industrial market

Isolating up to 5000 V,

never use an opto-isolator or transformers again

INDUSTRIAL

CONTROL

FACTORY

AUTOMATION

MOTOR

DRIVES

TEST

EQUIPMENT

26 Silicon Labs Confidential

Analog | Digital | Terrestrial | Cable | Satellite | 4K | 8K

Technology leadership

Healthy and growing advanced demodulator business

Little threat to tuner integration — 100x harder than FM

New opportunity — SAM expansion into STB

Video is a long-term business

26

9 of Top 10 TV Makers

Choose Silicon Labs’ Tuners

27 Silicon Labs Confidential

SILICON TUNER ADOPTION STRATEGIC CUSTOMER RELATIONSHIPSEMERGING

STANDARDS

Consumer growth drivers

27

28 Silicon Labs Confidential28

Consumer growth drivers

29 Silicon Labs Confidential29

Expanding content in automotive radios

Complete AM/FM/Digital Portfolio

Highest performance tuner

Fewest external components

Ten Tier 1 wins

AM/FM | Digital HD/DAB+ | Navigation | Multi-tuner | Audio DSP | Software

30 Silicon Labs Confidential

Automotive growth drivers

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31 Silicon Labs Confidential

Partner with world-class suppliers

Manage products from development to customer delivery

Support unexpected surges in demand

Reliable, high volume supply

Fifteen year partnership with TSMC

Stable foundry technology ranging from 0.5um to 55nm

Quality centered assembly and test

Dual sourced for capacity assurance

ISO9001/14001, ISO/TS 16949 certified company

Manufacturing strategy

32 Silicon Labs Confidential

Strong growth

Conservative financial management

Cash flow positive since 2000

Commitment to R&D investment

Continuous innovation helps

customers achieve their roadmaps

Financials

Thank You!

www.silabs.com