Exhibit 99.1
![](https://capedge.com/proxy/8-K/0001140361-11-055450/ex99_13.jpg)
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
due to consumer applications
![](https://capedge.com/proxy/8-K/0001140361-11-055450/ex99_12.jpg)
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
Drive Higher ASPs
• Expanded Use Case and
Software Extend Content
Software Extend Content
• Transition to USB 3.0
• Attractive Wireless Audio
Market >40% Growth
Market >40% Growth
• SMSC Drives The Complete
Solution from Cloud to
Destination
Solution from Cloud to
Destination
• Market Share Growth
Worldwide with Discriminating
PC OEMs
Worldwide with Discriminating
PC OEMs
• Added Content Through
Feature and Analog Integration
Feature and Analog Integration
8%
~30%
6%
>20%
3%
>40%
6%
~9%
SMSC $ Opportunity
SMSC $ Opportunity
SMSC $ Opportunity
SMSC $ Opportunity
Market Unit
Growth
Growth
Market Unit
Growth
Growth
Market Unit
Growth
Growth
Market Unit
Growth
Growth
Automotive
USB
Audio
Computing
Source: IMS, CEA, NPD, NEA, Intstat, FutureSource, ABI & DisplaySource, IDC, Gartner, JD Powers & SMSC Estimates