| Tokeneke Research LLC |
| Semiconductor Industry Analysis and Insight for Investment Professionals |
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| Silicon Image Report Archive |
| Copyright 2019 Tokeneke Research LLC. All rights reserved. |
| 12/3/12, 11-pages. Initiating coverage with a Buy recommendation. |
| 1/4/13, 8-pages. Samsung push-out and assembly glitch. Lowering estimates, reiterate Buy. |
| 2/6/13, 8-pages. Fine-tuning estimates, reiterate Buy. |
| 5/1/13, 8-pages. Operating expense constraint helps as well. Raising estimates, reiterate Buy. |
| 7/31/13, 8-pages. 2Q exceeds, but smartphone mix-shift eases outlook. Lowering Est, Reit Buy. |
| 10/30/13, 8-pages. Gross margin boosts 3Q, but outlook is weak. Lowering Est, Reit Buy. |
| 1/31/14, 8-pages. MHL and WirelessHD growth in 2014. Fine-tuning estimates, reiterate Buy. |
| 4/30/14, 8-pages. But 2Q guidance of +20% misses consensus. Fine-tuning estimates, reiterate Buy. |
| 7/9/14, 8-pages. Major customer smartphone shortfall, HDMI delay. Lowering est, reiterate Buy. |
| 10/30/14, 1-page. Revenue upside unlikely, but EPS protected by a richer mix of consumer. Reiterate Buy. |
| 7/31/14, 8-pages. Lowered expectations met, but outlook softens. Lowering estimates, reiterate Buy. |
| 10/31/14, 8-pages. But revenue misses on weak product sales. Adjusting estimates, reiterate Buy. |
| 1/27/15, 1-page. For $7.30 per share in cash. Great deal for LSCC, and not a bad one for SIMG. |
| 12/18/14, 8-pages. Consumer remains strong. Lowering estimates and downgrading to Hold. |