Silicon for Mobile Information

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Silicon for Mobile Information
Silicon Motion Technology Corporation

• Investor Presentation
• October 28, 2005

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Safe Harbor Statement

• This presentation does not constitute or form
  part of any offer for sale or subscription of or
  solicitation or invitation of any offer to buy or
  subscribe for any securities, nor shall it or any
  part of it form the basis of or be relied on in
  connection with any contract or commitment
  whatsoever. Specifically, this presentation does
  not constitute a prospectus within the meaning
  of the Securities Act of 1933, as amended.
• This presentation contains forward-looking
  statements within the meaning of Section 27A of
  the Securities Act of 1933, as amended, and
  Section 21E of the Securities Exchange Act of
  1934, as amended. These statements include
  descriptions regarding the intent, belief or
  current expectations of the Company or its
  officers with respect to the consolidated results
  of operations and financial condition of the
  Company. These statements can be recognized by
  the use of words such as expects, plans,
  will, estimates, projects, or words of
  similar meaning. Such forward-looking statements
  are not guarantees of future performance and
  involve risks and uncertainties, and actual
  results may differ from those in the
  forward-looking statements as a result of various
  factors and assumptions. The Company does not
  undertake to revise forward-looking statements to
  reflect future events or circumstances.

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Financial Review
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Our Sales Trend
3Q05 35 Sequentially 20 YoY
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Sales By Product
Mobile Storage Products include flash card
controllers and USB 2.0 controllers. Multimedia
System-on-Chip Products include multimedia
display processors and portable audio SoCs.
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Unit Shipments
Mobile Storage Products include flash card
controllers and USB 2.0 controllers. Multimedia
System-on-Chip Products include multimedia
display processors and portable audio SoCs.
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Our Margin Trend
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Our Net Income Trend
3Q05 85 Sequentially 83 YoY
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Our Balance Sheet
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Our Financial Ratios
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Q3 2005 Business Review
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Q3 2005 Review

• Strong demand for SD/MMC controllers
• Shipped 10 million units of flash card
  controllers and USB 2.0 flash disk controllers
• 5 customers who exceeded 1 million units per
  month in shipment
• Shortage in IC substrate as well as assembly
  test capacity
• Added support for new types of flash memory in
  existing controllers
• In-System Programming
• Expanded technical and customer support teams
• Assist customers in analysis, debugging,
  manufacturing yield improvement.
• Speed up new product development

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Q4 2005 Focus
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Q4 2005 Focus

• Continue to Grow SD/MMC Flash Card Controller
  Business
• Expect strong growth in Q4
• Great SD/MMC card opportunity in China
• Launch high performance SD/MMC products
• Enhance USB 2.0 Flash Disk Controllers
• Migrate to 0.16µ process technology
• Expand market share in China
• Design wins with top PC makers

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Q4 2005 Focus

• Launch New Products
• High performance SD/MMC controller
• CompactFlash controller
• Combo card controller
• MS Pro to SD/MMC adaptor controller
• USB 2.0 PC camera controller
• High performance high integration USB 2.0 Flash
  Disk controller

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Q4 2005 Focus

• MP3 Controller Positioning and Strategy
• 1st generation without integrated audio codec and
  DC-to-DC converter
• Flash shortage
• Focus on flash-less MP3 player (with card reader
  slot) and micro-HD MP3 player
• Expect growth in Q4
• Joint Product Development Effort
• Lexar Media
• Samsung System LSI division

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For more information visit www.siliconmotion.com