Applied Micro Circuits Corporation. Total Silicon Solutions for Optical Networking and Beyond
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1 Applied Micro Circuits Corporation Total Silicon Solutions for Optical Networking and Beyond
2 Forward-looking Statements During the course of this presentation we may discuss our anticipated future financial performance or make other forward-looking statements. Our actual results may differ materially from these statements due to a number of risks and uncertainties, including, but not limited to, those associated with customer demand for our products, internal and external manufacturing execution, concentration of revenues with major customers, mergers and acquisitions, and the business of the Company s major customers. For a more detailed discussion of these and other factors, we refer you to our SEC filings, including our annual report on Form 10-K and our most recent quarterly report on Form 10-Q.
3 Mission Be the premier supplier of high-bandwidth silicon for the world s intelligent optical networks
4 Investment Opportunity Addressing the insatiable need for bandwidth High-performance silicon for communications markets Focus on intelligent optical networks World-class expertise in digital and mixed-signal design End-to-end solutions Blue-chip customer base Revenue and earnings momentum
5 Major Milestones Feb-96 May-98 Jul-98 Sep-98 Mar-99 Apr-00 Oct-00 Focus on silicon for the optical network CMOS multi-gigabit ASSPs IBM Silicon Germanium agreement Directed 100% of R&D to comm ASSPs Cimaron acquisition YuniNetworks acquisition Merger with MMC Networks
6 Bases for MMC Networks Merger Strategic positioning s optical networking experience combined with MMC s intelligent networking experience forms the industry s most complete and powerful combination for the emerging intelligent optical network Highly complementary full solutions From fiber through switch for OC-3 to OC-192 TAM expansion Combined company TAM at least $7.5B by 2003 Positioned for industry leading growth and profitability
7 MMC Sustained Leadership in Design Wins Cumulative MMC Platform Design Wins H96 2H96 1H97 2H97 1H98 2H98 1H99 2H99 1H Q00 WAN LAN
8 s Products Span the Entire Optical Market Domain ACCESS TRANSPORT CORE Multiplexers IP Routers Cable Headend OC-12/48 Central Office OC-12/3 OC-12/48 OC-48/192 DWDM DWDM Transponders ATM Switches Enterprise SANs Aggregators/Terminal Units Optical Networking
9 Communications Value Chain Optics Vendors Customers fiber Optics PMD Physical Layer Framers & Pointer Processors Network Processors & Traffic Mgmt Switch Fabric Optical Analog Mixed Signal Digital System Software & Architecture
10 Optical Component Competitive Landscape JDSU Lucent Infineon Hitachi Conexant OKI Intel Vitesse Lucent Vitesse Lucent Vitesse OC-192 PMC Sumitomo HP Lucent Infineon Hitachi JDSU Maxim Vitesse Broadcom Vitesse Lucent PMC Vitesse Lucent OC-48 Speed PMC Conexant NEC Sumitomo JDSU Anadigics ADI TI PMC Vitesse PMC Lucent Vitesse Intel OC-12 Lucent IBM Optical PMD Physical Layer Framers & Pointer Processors Network Processors & Traffic Mgmt Switch Fabric Note: This is an illustrative, but not comprehensive list of competition as of November 2000.
11 The ASIC to ASSP Paradigm Shift PMD Physical Layer Framer & Pointer Processor Network Processor Switch Fabric $0.4B $0.8B $3.4B $1.8B $1.1B 2003 TAM
12 s Solution Sell Evolution Chip Solutions 1996
13 s Solution Sell Evolution System Solution 1999
14 s Solution Sell Evolution Time to Market (4) S3029A Quad CRU GATEWAY CARD S3053 QUAD MUX S3056 CRU S3063 MUX S4802 MISSOURI S3056 CRU S3064 DEMUX
15 Blue Chip Customer Base EMERGING MAJOR
16 s Global Presence Headquarters Design Centers Reps & Distributors Sales Offices
17 s Shift to CMOS and Silicon Germanium SiGe SiGe CMOS Bipolar/BiCMOS CMOS Today s Revenue Today s R&D Spending
18 Revenue Growth ($M) FYE 3-31 $200 $175 $150 $125 $100 $75 $50 $25 $0 $50.3 $57.5 $76.6 $105.0 $172.4 $171.2 FY96 FY97 FY98 FY99 FY00 Q2 FY01 YTD
19 Quarterly Sequential Revenue Growth $ % 35% $ % 30% $ % 25% $ % 20.8% 20% $40 $ % 6.5% 8.3% 10.6% 4.5% 7.0% 5.9% 6.6% 10.1% 15% 10% 5% $0 Q1FY98 Q2FY98 Q3FY98 Q4FY98 Q1FY99 Q2FY99 Q3FY99 Q4FY99 Q1FY00 Q2FY00 Q3FY00 Q4FY00 Q1FY01 Q2FY01 0% Revenue Sequential Growth
20 Margin Expansion $ % 80% ($M) $150 $125 $100 $75 $50 $ % -7.0% 47.7% 12.2% 55.2% 19.3% 63.9% 25.0% 70.9% 35.5% 41.2% 60% 40% 20% 0% $0 FY 96 FY 97 FY 98 FY 99 FY00 Q2 FY01 YTD -20% FYE 3-31 Pro Forma Gross Margin Pro Forma Operating Margin
21 Balance Sheet ($M) 09/30/00 Cash & S.T. Investments $ 1,042 Current Assets $ 1,122 Total Assets $ 1,397 Current Liabilities $ 55 Long-term Debt $ 4 Stockholders Equity $ 1,326 Inventory Turns 8.8 Days Sales Outstanding 45
22 Combined /MMC Pro Forma Financial Summary Strong revenue momentum 31% sequential growth in September 00 quarter Improved customer concentrations Nortel would have been 19% in September 00 quarter Cisco would have been 15% in September 00 quarter Excellent gross margins 74.6% in September 00 quarter Merger will be non-dilutive from the first full quarter of operations together (Mar 01)
23 Why Invest in? Excellent way to play four industry megatrends Optical networking market growth Internet-driven Intelligent WAN Edge Paradigm shift from customer ASICs to merchant ASSPs Insatiable demand for bandwidth The right customers Technology leadership Systems level expertise/solution sell approach
24 Applied Micro Circuits Corporation Total Silicon Solutions for Optical Networking and Beyond
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