SILICON IMAGE INC - FORM 8-K - EX-99.02 - SILICON IMAGE, INC. INVESTOR PRESENTATION - March 3, 2011

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Enhancing the connected HD experience
Investor Presentation
Camillo Martino, CEO
Noland Granberry, CFO
March 3, 2011
Copyright (c) 2011 Silicon Image, Inc.
1
Exhibit 99.02

Mission
To be the leader in
advanced video connectivity solutions     
for consumers
2
Copyright (c) 2011 Silicon Image, Inc.

Safe Harbor Statement
Except for historical information contained herein, this presentation contains forward-
looking
statements
within
the
meaning
of
federal
securities
laws
and
regulations.
These
forward-looking statements include statements regarding our current and future
products, our product development activities, customer and market demand, target
markets, the anticipated benefits of our products, expected financial results, expansion
plans, our growth strategies and anticipated growth drivers, our
standardization efforts,
evolution and growth in the adoption of standards, and our expected penetration of our
target markets.
In addition, we may also make other forward-looking statements
regarding
events
that
could
potentially
impact
the
future
of
the
company
and
its
financial
results.
These forward-looking statements involve risks and uncertainties, including those
described in the most recent Quarterly Report on Form 10-Q and Annual Report on Form
10-K filed by Silicon Image with the SEC, that could cause our actual results to differ
materially from those anticipated by the forward-looking statements contained in this
presentation. Silicon Image assumes no obligation to update these statements.
3
Copyright (c) 2011 Silicon Image, Inc.

Agenda
Business Model
Market Review and Trends
Products
Strategic Outlook
4
Copyright (c) 2011 Silicon Image, Inc.

Standards Champion
“Standards Plus”
Business Model
IC Products
Intellectual
Property
5
Technology
Development
Testing and
Verification
Copyright (c) 2011 Silicon Image, Inc.
Advanced Connectivity and Interoperability

*Source:12/2009, In-Stat
The global interface standard for HD connectivity
Over 1000 adopters worldwide
1.5 billion unit installed base worldwide*
19 HDMI devices are sold every second
HDMI is ubiquitous
HDMI Consortium
Copyright (c) 2011 Silicon Image, Inc.
6

MHL Consortium
Consortium formed April 2010; 
1.0 spec released June 2010
Focused on delivering HD video from mobile devices to larger
screens
Target mobile segment is over 450 million units
20 + Adopters to date
Copyright (c) 2011 Silicon Image, Inc.

Target Markets and Trends
8
Copyright (c) 2011 Silicon Image, Inc.

Target Markets
Digital TV
Home Theater
Mobile
9
Copyright (c) 2011 Silicon Image, Inc.

Target Addressable Markets Growing
Sources: Display Search, In-Stat, Silicon Image
10
Mu
Copyright (c) 2011 Silicon Image, Inc.

DTV Trends
Thinner, smarter TV’s
Internet applications platform
1GHz+ processing performance
Connecting to smart phones and tablets
Video conferencing
Innovation pace and connectivity options increasing
5 HDMI inputs
300MHz HDMI
MHL
1Gbps Ethernet
USB 3.0
Wireless 802.11n
Copyright (c) 2011 Silicon Image, Inc.
11

Mobile Trends
12
Smart Phone segment expands
–
1GHz+ application platforms
Dual Core
–
HD decode capability even in basic models
–
Game platform
Tablets….like Smart Phones
–
Application platform
–
Power consumption, Control
Connectivity
–
Mobile Device
Large Screen Display (TV or Monitor)
–
Portable storage: Mobile
TV
–
Wired and Wireless
MHL™, HDMI®
Copyright (c) 2011 Silicon Image, Inc.

Products
13
Copyright (c) 2011 Silicon Image, Inc.

14
Copyright (c) 2011 Silicon Image, Inc.
Digital TV &
Home Theater

Delivering Innovations
5x
Copyright (c) 2011 Silicon Image, Inc.
15

Silicon Image Port Processor Platform
“Standards-Plus”
approach
Focused on DTV connectivity
Co-processor to the DTV SoC
New innovations every year
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Copyright (c) 2011 Silicon Image, Inc.
HDMI 1.3
HDMI 1.4 moving to HDMI next…
2007                2008                 2009            
2010                      2011                     2012
ViaPort
ARC, HEC, Content Type, 3D

Silicon Image Port Processor Platform
17
2007                2008                 2009            
2010                      2011                     2012
ViaPort
Copyright (c) 2011 Silicon Image, Inc.
HDMI 1.3
HDMI 1.4 moving to HDMI next…
ARC, HEC, Content Type, 3D

Port Processors
Over 70 Million
Over 70 Million
InstaPort
enabled port processors shipped
Copyright (c) 2011 Silicon Image, Inc.
18

2011: Dual-Standard DTV Port Processer
Copyright (c) 2011 Silicon Image, Inc.
19

2011: ViaPort
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Copyright (c) 2011 Silicon Image, Inc.

Traditional Home Theater Setup
AVR is in the center
Traditional setup is:
•
Difficult and confusing to use
•
Requires multiple remotes
•
Does not take advantage of TV’s InstaPort feature
•
Erodes simplicity of one-touch play
Copyright (c) 2011 Silicon Image, Inc.
21

ViaPort Home Theater Setup
TV is the center
ViaPort = HDMI Output from DTV
•
Easier to use: no need to select AVR input
•
CEC One-touch play works: Single remote
•
Complete solution: InstaPort and MHL features
work with AVR
•
AVR plays Blu-ray high bit rate 3D audio
ViaPort
Copyright (c) 2011 Silicon Image, Inc.
22

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Copyright (c) 2011 Silicon Image, Inc.
Mobile Devices

Mobile Devices
Smart Phones
Tablets
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Copyright (c) 2011 Silicon Image , Inc.
SIMG Solutions Available
Example: Samsung Galaxy S II
Examples: HTC Evo 4G, Motorola Xoom
Proprietary
Example: Apple iPad 2 [Digital AV
Adapter]
Mobile HD Video To Digital TV
Industry Momentum Growing

MHL Features and Benefits
Features
1080p HD video and audio content from a mobile device
HDCP Content Protection
Low Pin-Count Interface
HD video, digital audio, control and power all over 5-pins
Benefits
Connector agnostic
Powers the mobile device
Controls mobile device through existing remote
Copyright (c) 2011 Silicon Image, Inc.

2011 Mobile Device Opportunity
26
Copyright (c) 2011 Silicon Image, Inc.
Digital
Cameras
Digital
Camcorders
Tablets
Smart
Phones

MHL-to-HDMI
Adapters and
Accessories
MHL Revenue Opportunities
MHL
HDTVs
HDMI
HDTVs
Home Theater
PC Monitors
Laptops & Netbooks
Copyright (c) 2010 Silicon Image, Inc.
27

Strategic View
28
Copyright (c) 2011 Silicon Image, Inc.

Connecting Mobile Devices to Smart TVs
Digital TV
Smartphones
Smart Mobile
Devices
29
Copyright (c) 2011 Silicon Image, Inc.
Smart TV

Wired Connectivity Environment
Home AV
network
Blu-Ray, AVR etc…
Home AV Switch
30
Copyright (c) 2011 Silicon Image, Inc.

Wireless Connectivity Environment
Blu-Ray, AVR etc…
31
Wi-Fi, 60GHz, Zigbee, Bluetooth
Copyright (c) 2011 Silicon Image, Inc.

Financials
32
Copyright (c) 2011 Silicon Image, Inc.

Financial Model
33
Copyright ©
2011 Silicon Image, Inc.   
.
2008
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
2010
Long-Term
Model
Revenue
$274.4M
$150.6M
$34.3M
$44.5M
$60.5M
$52.0M
$191.3M
15–20%
Growth
Gross Margin
59.1%
54.3%
57.3%
56.5%
62.8%
60.3%
59.7%
54-55%
R&D
28.3%
41.2%
36.4%
29.0%
21.3%
27.6%
27.5%
18–20%
SG&A
22.2%
27.9%
31.2%
22.5%
17.8%
21.3%
22.3%
17–19%
Operating Profit
8.6%
-14.8%
-10.3%
5.0%
23.7%
11.4%
9.9%
15–20%
Cash
$185.0M
$150.6M
$163.3M
$168.7M
$184.6M
$190.5M
$190.5M

Summary
34
Connectivity focus in DTV and mobile HD growth markets
Continually driving new technology innovations
Moving HD content between devices
“Standards Plus”
business model
Innovate on top of the standard
Continuing to drive the evolution of standards
HDMI, MHL, and SPMT
Strategic relationships with top global CE companies
Strong balance sheet
Copyright (c) 2011 Silicon Image, Inc.

Enhancing the connected HD Experience
Enhancing the connected HD Experience
35
Copyright (c) 2011 Silicon Image, Inc.

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