Annual Press Conference 2015
Dr. Reinhard Ploss, Chief Executive Officer
Infineon Technologies AG
Munich, November 26, 2015
Systematic integration: Infineon grows organically,
acquisition strengthens with economies of scale and scope
+34%
5795
4320
14.4%
15.5%
620
897
FY 14
FY 15
Revenue contribution from International Rectifier from January 13, 2015
Revenue in m€
November 26, 2015
Segment Result in m€
Segment Result Margin in %
Copyright © Infineon Technologies AG 2015. All rights reserved.
2
Expanding our leading position in all major
product categories
Automotive
Semiconductors
Power Semiconductors
Smart Card ICs
Total market in 2014: $16.2bn
Total market in 2014: $2.63bn
Total market in 2014: $27.5bn
Renesas
Infineon
(inkl. IRF)
-1.3
12.0%
+0.3
10.5%
Infineon
+1.3
(incl. IRF)
Mitsubishi -0.3
19.2%
7.0%
NXP
Infineon
-1.8
30.5%
+2.2
23.9%
-0.1
7.8%
STMicro +0.1 5.9%
Samsung
-0.5
16.0%
Freescale
+0.1
7.5%
Fairchild +0.2 5.7%
STMicro
-2.7
15.2%
NXP
+0.3
STMicro
6.8%
Toshiba -0.6 5.4%
SHHIC +0,3 6.7%
Automotive semiconductors incl.
semiconductor sensors
Discrete power semiconductors and power
modules
Microcontroller-based smart
card ICs
Source: Strategy Analytics, April 2015
Source: IHS Inc., September 2015
Source: IHS Inc., July 2015
November 26, 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
3
Automotive: The semiconductor content per car is
increasing – in all vehicle classes
+20%
2351
1965
13.3%
12.8%
259
300
FY 14
FY 15
Revenue in m€
November 26, 2015
Segment Result in m€
Segment Result Margin in %
Copyright © Infineon Technologies AG 2015. All rights reserved.
4
Industrial Power Control: Increasing demand for renewable
energies, trains and home appliances
+24%
971
783
18.4%
12.6%
144
122
FY 14
FY 15
Revenue in m€
November 26, 2015
Segment Result in m€
Segment Result Margin in %
Copyright © Infineon Technologies AG 2015. All rights reserved.
5
Power Management & Multimarket: Mobile communication
drives further growth with specialized components
+69%
1794
1061
16.2%
19.6%
172
352
FY 14
FY 15
Revenue in m€
November 26, 2015
Segment Result in m€
Segment Result Margin in %
Copyright © Infineon Technologies AG 2015. All rights reserved.
6
Chip Card & Security: Strong organic growth with leading
solutions and broad application base
+35%
666
494
8.7%
18.2%
43
121
FY 14
FY 15
Revenue in m€
November 26, 2015
Segment Result in m€
Segment Result Margin in %
Copyright © Infineon Technologies AG 2015. All rights reserved.
7
International Rectifier deal meets our expectations
Adding to scope
Adding to scale
› Rounding out the product portfolio
› Purchasing and sales
› Increasing breadth and depth of
› Synergies with manufacturing and
application understanding (Strategy
“From product to system”)

R&D
Adding technology
Adding market presence
› GaN product and IP portfolio
› Improved regional footprint in
particular the US and APAC
› Multi-chip packages and
IPMs/µIPM™s
› HiRel capability
November 26, 2015


› Increased presence in distribution
channel
Copyright © Infineon Technologies AG 2015. All rights reserved.

8
Guidance for Q1 FY16 and total FY16
Outlook Q1 FY16*
(compared to Q4 FY15)
Outlook FY16*
(compared to FY15)
Revenue
Decrease of 6 percent
+/- 2 percentage points
Increase of 13 percent
+/- 2 percentage points
Segment
Result
Margin
About 14 percent at the
mid-point of the revenue
guidance
About 16 percent at the
mid-point of the revenue
guidance
* The outlook is based on an exchange rate assumption US-Dollar/Euro of 1.10.
November 26, 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
9
More from less: The crucial lever to address
societal challenges
November 26, 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
10
The future of cars: More safety, more comfort,
less pollutants
November 26, 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
11
Semiconductors are the crucial link between the real
and digital worlds
Added value through the cloud
Information und processing
Sensors
Data
Data processing
Actuators
IT &
data security
Support/Control
Added value with new business models
November 26, 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
12