EX-99.1 2 ex99_1.htm EXHIBIT 99.1 ex99_1.htm
Exhibit 99.1
 
1
www.smsc.com
©2009 SMSC. All rights reserved.
Market Update
n Overall consumer and enterprise demand weak
 n Uncertain macro economic environment
 n Slow government spending
 n Private sector spending reflects uncertainty
 n Industrial demand continues to be down
n Some SMSC bright spots
 n Automotive sales and penetration
 n Wireless audio product ramps
 n Certain PC brands
n Book to bill
 n Quarter-to-date ~0.9
n ODM inventory continues to decline
 n 2-3 weeks
n HDD shortage may have a slight impact on Q4FY12 revenue
 due to consumer applications
 
 
 
2
www.smsc.com
©2009 SMSC. All rights reserved.
“The SMSC Advantage”
Results in a CAGR Growth Opportunity that Outpaces the Market
• New MOST® Adopters
• Increasing Non-MOST Content
 • Companions
 • USB
 • Software
• Wireless Audio
• Differentiated USB Sockets
 Drive Higher ASPs
• Expanded Use Case and
 Software Extend Content
• Transition to USB 3.0
• Attractive Wireless Audio
 Market >40% Growth
• SMSC Drives The Complete
 Solution from Cloud to
 Destination
• Market Share Growth
 Worldwide with Discriminating
 PC OEMs
• Added Content Through
 Feature and Analog Integration
8%
~30%
6%
>20%
3%
>40%
6%
~9%
SMSC $ Opportunity
SMSC $ Opportunity
SMSC $ Opportunity
SMSC $ Opportunity
Market Unit
Growth
Market Unit
Growth
Market Unit
Growth
Market Unit
Growth
Automotive
USB
Audio
Computing
Source: IMS, CEA, NPD, NEA, Intstat, FutureSource, ABI & DisplaySource, IDC, Gartner, JD Powers & SMSC Estimates