Company Overview

June 2011

Skyworks Solutions, Inc. Proprietary Information

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Safe Harbor Statement

This presentation contains forward-looking statements which are based on our p g current expectations, estimates and projections about our industry, management's beliefs, and certain assumptions made by us. These forward-looking statements speak only as of the date hereof and are based upon the information available to us at this time. Such information is subject to change, and we will not necessarily inform you of such changes. Forward-looking statements are inherently subject to risks and uncertainties and actual results and outcomes may differ materially and adversely as a result of various f t d l lt f i factors. Such f t S h factors i l d b t are not li it d t include, but t limited to: the extent of growth or decline in Skyworks’ markets; customer’s orders not being as expected; erosion of margins; competitive pressures and economic and market conditions that vary from expectation; modification of Skyworks plans or Skyworks’ intentions; and financial results varying from expectations. Additional information on these and other factors that may cause actual results and Skyworks’ performance to differ is included in the company s recent SEC filings. company’s filings

Skyworks Solutions, Inc. Proprietary Information

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Skyworks at a Glance

Global Leader in RF and High Performance Analog
• 4,000 Global Employees | $1.3 Billion Revenue

Technology Leadership
• Systems Engineering Heritage | Strong IP Portfolio

Operational Scale
• Industry’s Lowest Cost Structure | Unique Hybrid Manufacturing Model

Revenue Growth and Earnings Leverage
• Multi Year Growth Cycles | Diversified End Markets

Strong Shareholder Returns
• Peer Leading Profit Margins | ROIC >> WACC
Skyworks Solutions, Inc. Proprietary Information 3

Skyworks’ Strategy

Capitalize on High Growth Market Opportunities Capture a Leading Share Position Through Technology Leadership and Scale Generate Superior Operating Results and Shareholder Returns

Skyworks Solutions, Inc. Proprietary Information

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Key Growth Engines

Mobile Internet

Linear Components p

Vertical Markets

Co ontribution n

Gro owth Engine
High Growth Scale Technology Leadership

Broad Market Reach Higher Margins Diversification

Custom Solutions Highest Margins Long Life Cycles

Skyworks Solutions, Inc. Proprietary Information

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Mobile Internet

Skyworks Solutions, Inc. Proprietary Information

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Mobile Internet Now a Part of Daily Life

Skyworks Solutions, Inc. Proprietary Information

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More Wireless Devices Per Person

2011
2005
2000
1995
1990

Skyworks Solutions, Inc. Proprietary Information

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Broadband Access is a Mobile Phenomenon

Fixed and Mobile Broadband Subscriptions
3,500 3,000 Subscr riptions (million) 2,500 2,000 1,500 1 500 1,000 500 0 2009 Source: Ericsson 2010 2011 2012 2013 2014 M2M Connections Incremental To This Outlook

Mobile

Fixed

Skyworks Solutions, Inc. Proprietary Information

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Mobile Device Unit Trends

1,800 1,600 1,400 1,200

EDGE

U Units (M)

1,000 800 600 400 200 0 2009

2G Low End Smartphones

Mid Tier Smartphones High End / LTE Smartphones
2010 2011 2012 2013 2014

Source: Deutsche Bank, Oppenheimer and Internal Estimates
Skyworks Solutions, Inc. Proprietary Information 10

RF Content Growing Faster Than Units

$6,000

$5,000

$4,000

TAM, $ Millions

Low End Smartphones

$3,000

EDGE
$2,000

Mid Tier Smartphones

2G

$1,000

High End / LTE Smartphones
2009 2010 2011 2012 2013 2014

$$

Source: Deutsche Bank, Oppenheimer and Internal Estimates
Skyworks Solutions, Inc. Proprietary Information 11

Tablet Market Projected TAM
Unit Shipments
250 $500

TAM

200

$400

Units (millions s)

150

TAM$ (million ns)
2010 2011 2012 2013 2014

$300

100

$200

50

$100

0

$2010 2011 2012 2013 2014

WiFi Only

3G/4G and WiFi

Tablet Segment Poised to Deliver Incremental TAM Growth
Skyworks Solutions, Inc. Proprietary Information 12

Increasing Content per Device
Feature Phone: ~$1 Smartphone: Up to $10

GPRS/EDGE PA/FEM

GPRS/EDGE WCDMA Band 1 PA/FEM WCDMA Band 2 ASM WCDMA Band 5 WCDMA Band 8

Multimode Transceiver Baseband

WLAN

LTE / WiMAX Multimode Transceiver Baseband

GSM FEM

Skyworks Solutions, Inc. Proprietary Information

EDGE FEM WCDMA FEM WCDMA / LTE PA MMMB PA ASM

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Improving Industry Dynamics

2G TAM Growth Dollar Content Complexity Sole Source Competitors p Low $1 Low Seldom Many y

3G & Multimode High Up to $10 High Almost Always Few
Reference Scale FEM MCM 6x6mm Package

Magnified Detail View

Capt ring More Value Within the Handset Supply Chain Val e S ppl Capturing
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Skyworks’ Ad antage Sk orks’ Advantage

Skyworks Solutions, Inc. Proprietary Information

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Industry’s Most Diverse Customer Set
Bionic 5230 Curve 8530 C WildFire S Galaxy-S 4G XPERIA

Skyworks Uniquely Supports All Leading Handset and Smartphone OEMs
Skyworks Solutions, Inc. Proprietary Information 16

Broadest Set of Customer Engagements

Skyworks Solutions, Inc. Proprietary Information

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Supporting All Multimode Architectures
Performance
Discrete
77186 77187 77188 77344

Adapability
PA-Duplexer
77451

Size & Cost
Hybrid
77604 77451

Converged
77604

~ ~ ~ ~ ~ ~
77344 77455

~ ~ ~ ~ ~ ~

~ ~ ~ ~ ~ ~

~ ~
Antenna Switch

~ ~

77458

77186

~ ~ ~ ~

Antenna Switch

~ ~
Antenna Switch

~ ~

~ ~ ~ ~ ~ ~

~ ~

~ ~ ~ ~ ~ ~

~ ~ ~

Antenna Switch

$3 - $5

$4 - $6

$4.50 $6.50 $4 50 - $6 50

$3.50 $3 50

Skyworks Solutions, Inc. Proprietary Information

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Worldwide Front-End Module Market Share
2008

35%

Today

40%

65%

60%

10%+ Customers Other Major Customers Reference Design Partners

Skyworks Solutions, Inc. Proprietary Information

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High Performance Analog

Skyworks Solutions, Inc. Proprietary Information

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The Analog Opportunity

$20 $16 $13.4 $12 ($B) $8 $4 $15.4 $14.1 $16.8

$ $19.4 $18.0

Other Oth Automotive Electronics Wired Communications Wireless Communications Consumer Electronics Industrial Electronics Computing / Storage

$0

2009

2010

2011

2012

2013

2014

Source: Gartner Group and Internal Estimates

Analog Markets Present Substantial and Diversified Opportunities
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Broad Market Diversity
Target Market and Applications

Core Competency
Tra ansmission

Infrastructure

Broadband

Industrial

Medical

Military y

Catalo and Di og istributio on

Amplifiers Front End Front-End Modules Receivers y Synthesizers Mixers Modulators

Signal Proc cessing

Skyworks Solutions, Inc. Proprietary Information

Vertical Markets

22

The Wirelessly Connected Home

Printer

Computer

Home Stereo

Smart Appliance

Thermostat

HDTV Smart Meter

Smart Phone

BluRay Player Gaming Device

Skyworks Solutions, Inc. Proprietary Information

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Generating Superior Operating Results S perior Res lts

Skyworks Solutions, Inc. Proprietary Information

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Track Record of Execution
Revenue and Gross Margin %
Up U 33%

$1,200 $1,000 $800 $600 $400 $200 $0

44% 43% 42% 41% 40% 39% 38%

$1.40 $1.20 $1.00 $0.80 $0.60 $0.40 $0.20 $0.00

EPS and Operating Margin %
Up 83%

25% 20% 15% 10% 5% 0%

FY07

FY08 Revenue($M)

FY09 GM%

FY10

FY07

FY08 EPS

FY09 OM%

FY10

FY09 to FY10:

• Gross Margin

250bp 790bp 90bp

• Operating Margin Ope at g a g

Notes: EPS and operating margin presented on a non-GAAP basis
Skyworks Solutions, Inc. Proprietary Information 25

Q2 FY11 Performance
Quarterly Revenue and Gross Margin
$350 $325 45 0% 45.0%

Quarterly Non-GAAP EPS and Operating Margin
$0 45 $0.45 40%

$325

$0.41
44.5% 44.0% Gross Ma argin 43.5% 43.0% 42.5% 42 5% $0.40 $0.35 $0 35 Non-G GAAP EPS $0.30 $0.25 $0.20 $0.15 $0.10 Q210 Q211

Up 71%
26.1% $0.24 $0 24 20.5%

35% 30% 25% 20% 15% 10%

Up 37%
$300 Reve enue ($M) $275 $250 $225 $200

43.9% 43 9%

Operating Margin

$238

42.3%
Q210 Q211

42.0%

Outpacing Our Addressed Markets and Demonstrating Operating Leverage
Skyworks Solutions, Inc. Proprietary Information 26

Summary

Skyworks’ Strategy is Working

Steady Execution

Above Market Growth and Operating Leverage are Sustainable

Skyworks is in the Early Stages of Capitalizing y y g p g on Multiple Macro Industry Trends
Skyworks Solutions, Inc. Proprietary Information 27