Company Presentation
August 2016
Infineon at a glance
Employees
Business Segments
Industrial Power
Control (IPC)
17%
Automotive
(ATV)
31%
41%
Power
Management &
Multimarket (PMM)
11%
Chip Card &
Security (CCS)
About 35,400 employees worldwide
(as of Sep. 2015)
Europe
14,533 employees
Americas
3,682 employees
Asia/Pacific
17,209 employees
Revenue FY 2015
34 R&D locations
19 manufacturing locations
Financials
Market Position*
[EUR m]
3904
13.5%
527
FY 12
Revenue
2016-08-02
5795
3843
Power
Smart card ICs
#2
#1
#2
Strategy Analytics,
April 2016
IHS Markit,
July 2016
IHS Markit,
July 2016
4320
14.4%
15.5%
377
620
897
FY 13
FY 14
FY 15
9.8%
Automotive
Segment Result
Margin
Copyright © Infineon Technologies AG 2016. All rights reserved.
2
We make life easier, safer
and greener – with technology
that achieves more, consumes
less and is accessible to
everyone. Microelectronics
from Infineon is the
key to a better future.
Part of your life.
Part of tomorrow.
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
3
Infineon enables eco-friendly, connected
and safe mobility
Courtesy: AUDI
Applications
Efficient powertrain for combustion, electric and hybrid vehicles, charger
station for electric vehicles, car safety, driver assistance systems, chassis
and comfort electronics, authentication, mobile security, traction
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
4
Infineon enables efficient generation,
transmission and conversion of electrical energy
Courtesy: AUDI
Applications
Energy transmission and conversion, renewable energy generation, home
appliances, power tools, power management (adapters, chargers, power
supplies), LED lighting systems, mobile devices, industrial drives,
industrial vehicles
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
5
Infineon enables security in the
connected world
Courtesy: AUDI
Applications
Internet of Things, Industry 4.0, mobile security, embedded security,
trusted computing, machine to machine, (mobile) payment, SIM
applications, transport ticketing, government identification
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
6
Top positions in all major product
categories
Automotive
semiconductors
Power
semiconductors
Smart card ICs
total market in CY 2015:
$27.4bn
total market in CY 2015:
$14.8bn
total market in CY 2015:
$2.72bn
NXP
Infineon
Renesas
STMicro
Texas
Instruments
Infineon
(incl. IRF)
14.2%
NXP
18.6%
Infineon
30.5%
24.8%
10.4%
Mitsubishi
10.3%
Fairchild
6.1%
Samsung
16.2%
STMicro
5.7%
STMicro
15.1%
7.7%
7.0%
Vishay
6.2%
others
5.0%
13.3%
Automotive semiconductors incl.
semiconductor sensors
Discrete power semiconductors and
power modules
Microcontroller-based smart
card ICs
Source: Strategy Analytics,
April 2016
Source: IHS Markit, July 2016
Source: IHS Markit, July 2016
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
7
Leadership in system understanding will
foster future growth and profitability
Auto
Power
#1, system and
technology leader
broadest technology
portfolio;#1 in SiGe; become
#1 in base stations by 2020
Security
system leader in
automotive
RF
Competitive advantages
2016-08-02
Average-cycle financial targets
Revenue Growth:
~8%
Segment Result Margin:
~15%
Investment-to-Sales:
Leader in
security solutions
Copyright © Infineon Technologies AG 2016. All rights reserved.
~13%
8
The outlook for the global semiconductor
market is cautious
Global semiconductor market
in billion $
Market size (revenue)
Forecast revenue range
Source: WSTS for historical data. Forecast:  of WSTS, IHS Markit, Gartner, IC Insights;
last update 25 July 2016
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
9
Financial Year 2015:
Revenue Split by Segment
FY 2015 Revenue: € 5,795m*
Automotive
€ 971m
€ 2,351m
41%
Chip Card
& Security
Industrial
Power Control
17%
Power
Management &
Multimarket
31%
11%
€ 666m
€ 1,794m
OOS+C&E**
€ 13m
* Including International Rectifier from 13 January 2015 to 30 September 2015
** Other Operating Segments; Corporate & Eliminations
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
10
Q3 FY 2016
Revenue and Segment Result Growth
[EUR m]
+3%
1,586
1,598
15%
18%
14%
14%
16%
245
286
220
228
254
Q3 FY15
Q4 FY15
Q1 FY16
Q2 FY16
Q3 FY16
Revenue
2016-08-02
1,556
Segment Result
1,611
239
1,632
Segment Result Margin
Copyright © Infineon Technologies AG 2016. All rights reserved.
11
Q3 FY 2016: Revenue, result and margin
per segment
ATV*
IPC*
[EUR m]
PMM*
[EUR m]
[EUR m]
+9%
621
CCS*
[EUR m]
-2%
670 676
613 614
517 535 510 496 509
+4%
0%
269 271 249 265 280
13% 17% 13% 14% 15%
19% 21% 16% 15% 16%
11% 14% 9% 10% 15%
172 181 173 180 172
20% 21% 20% 20% 19%
79 102 81
94 104
Q3 Q4 Q1 Q2
FY15
FY16
Q3
30
26
42
Q3 Q4 Q1 Q2
FY15
FY16
Q3
Revenue
*
39
23
74
79
Q3 Q4 Q1 Q2
FY15
FY16
Q3
98 110 79
Segment Result
35
38 35
36
32
Q3 Q4 Q1 Q2
FY15
FY16
Q3
Segment Result Margin
The business with XMC industrial microcontrollers developed by ATV and CCS was transferred to PMM and
IPC with effect from 1 October 2015. Previous year’s figures have been adjusted accordingly
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
12
Tight customer relationships are based on
system know-how and app understanding
ATV
IPC
PMM
CCS
EMS partners Distribution partners
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
13
Automotive Segment –
Making cars clean, safe and smart
Safe
Clean
›
Clean combustion engines
›
Efficient energy
management
›
Collision avoidance
›
Electrified Drivetrain
›
Advanced driver
assistance
2016-08-02
›
Occupant and pedestrian
protection
Smart
›
Individual convenience
›
Secure connectivity, data
integrity and privacy
Copyright © Infineon Technologies AG 2016. All rights reserved.
14
Industrial Power Control Segment –
Driving Industry and much more
Drives
›
›
›
Energy efficiency
Automation
Higher productivity
2016-08-02
Home Appliances
›
›
›
Refrigerators
Air conditioners
Washing machines
Traction
Renewables
›
›
›
Wind power plants
Solar power plants
High-voltage direct
current transmission (HVDC)
Copyright © Infineon Technologies AG 2016. All rights reserved.
›
›
›
›
(High speed) trains
Locomotives
Subway
Light rails
15
Power Management & Multimarket Segment –
Achieving more, consuming less
Radio Frequency & Sensing
Power Management
Computing
Lighting
Charger
Mobile
devices
Cellular
infrastructure
Gesture
sensing
High Reliability
Space
Aviation/
Defense
Medical
ICD
Hi-Temp.
/Heavy
Industry
XDP™
MOSFETs, Power ICs, RF switches, LNAs, Si-Mics, RF power, Radar ICs, Environmental Sensors
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
16
Chip Card & Security Segment is enabling
security for the connected world
Smart Cards
›
›
›
›
Smart card payment
Electronic passports and ID documents
SIM cards for mobile communication
Transport ticketing
2016-07-25
Embedded Security
› Mobile device security and payment
› Information and communications technology
(ICT) security
› Industrial and automotive security
› IoT connected device security
Copyright © Infineon Technologies AG 2016. All rights reserved.
17
Market-oriented business structure
Applications
Automotive
CO2 reduction;
Comfort electronics;
Driver assistance systems;
Security
Industrial
Power
Control
Charger station for electric vehicles; Energy
transmission and conversion; Home appliances;
Industrial drives; Industrial vehicles; Renewable
energy generation; Traction; Uninterruptable power
supplies
Power
Management
& Multimarket
Cellular network infrastructure; DC motors; HiRel
(high-reliability components); LED and conventional
lighting systems; Mobile devices; Power
management (adapters, chargers, power supplies)
Chip Card &
Security
Authentication; Automotive; Governmental identification
documents; Healthcare cards; Internet of Things; Mobile
communications; Payment systems incl. mobile payment;
Secure NFC (Near Field Communication) transactions;
Ticketing, access control; Trusted computing
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
Customers
Segments
18
Our global R&D network
Reigate
Leominster
Warwick
Tewksbury
El Segundo
Skovlunde
Duisburg
Warstein
Regensburg
Dresden
Bristol
Linz
Augsburg
Graz
Beijing
Bukarest
Villach
Seoul
Shanghai
San José
Morgan Hill
Pavia
Neubiberg
Torrance
Le Puy Sainte
Réparade
Padua
Manila
Bangalore
Singapore
Chandler
Malacca
Irvine
Ipoh
Mesa
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
19
Worldwide manufacturing sites
frontend and backend
Morgan Hill
San Jose
Leominster
Newport
Dresden
Kulim
Beijing
Wuxi
Cheonan
Tijuana
Singapore
Mesa
Temecula
Frontend
2016-08-02
Warstein
Regensburg
Villach
Cegléd
Malacca
Batam
Backend
Copyright © Infineon Technologies AG 2016. All rights reserved.
20
Our global sales network
Libanon
Livonia
Milpitas
Kokomo
São Paulo
Leominster
El Segundo
Hayward
Durham
Raleigh
2016-08-02
Rotterdam
Stockholm
Bristol
Duisburg
Reigate
Hanover
Dublin
Erlangen
Paris
Munich
Madrid
Vienna
Barcelona
Istanbul
Frankfurt
Zurich
Stuttgart
Moscow
Warstein
Espoo
Marseille
Milan
Copyright © Infineon Technologies AG 2016. All rights reserved.
Beijing
Xi'an
Seoul
Shanghai
Hong Kong
Shenzhen
Tokyo
Singapore
Nagoya
Bangalore
Osaka
Taipei
Melbourne,
Blackburn
21
Corporate Social Responsibility (CSR)
› CSR comprises our voluntary commitment in: Human
Resources Management and Human Rights, Environmental
Sustainability, Occupational Safety and Health, Corporate
Citizenship*, CSR Supply Chain Management as well as Business
Ethics.
› Infineon entered the UN Global Compact as one of the first
semiconductor companies already in 2004 and is voluntary
committed to the 10 Principles.
› Infineon is for the 6th time listed in the Sustainability
Yearbook.
› Infineon is continuously listed in the Dow Jones Sustainability
Index since 2010 and for the first time in the Dow Jones
Sustainability World Index in 2015 and thus is among the
top 10% of the most sustainable companies in the world.
› Infineon does not compromise in human rights and business
ethics.
› Infineon's products and solutions as well as our efficient resources
management enable a significant net ecological benefit.
*social engagement of companies.
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
22
Corporate Social Responsibility
We are excellent in resources efficiency
At Infineon, less is more
-40%
-21%
About 40% less electricity consumed
per square centimeter produced wafer
than the global average
About 21% less water consumed per
square centimeter produced wafer
than the global average
-50%
About 50% less waste generated
per square centimeter produced
wafer than the global average
We use resources much more efficient in our production processes
than the global average of the semiconductor industry.
Basis for the calculations are the square centimeters processed wafer area in the front-end production and consumptions according
to WSC definition.
The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
23
Corporate Social Responsibility
We create a net ecologic benefit
Emission Reduction enabled by our products and solutions
around
36.5
million tons
CO2 equivalents
around
1.6
million tons
CO2 equivalents
CO2 burden1)
Ratio around 1:23
CO2 savings2)
Net ecological benefit:
CO2 emissions reduction around 35 million tons
1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, water/wastewater, direct emissions, energy consumption, waste,
etc. and is based on internally collected data and externally available conversion factors. All data relate to the 2015 fiscal year.
2) This figure is based on internally established criteria, which are explained in the explanatory notes. The figure relates to the calendar year 2014 and considers the
following fields of application: automotive, LED, PC power supply, renewable energy (wind, photovoltaic), drives as well as induction cookers. CO₂ savings are
calculated on the basis of potential savings of technologies in which semiconductors are used. The CO 2 savings are allocated on the basis of Infineon market share,
semiconductor content and lifetime of technologies concerned, based on internal and external experts' estimations. Despite the fact that CO₂ footprint calculations
are subject to imprecision due to the complex issues involved, the results are nevertheless clear.
The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.
2016-08-02
Copyright © Infineon Technologies AG 2016. All rights reserved.
24
Let's get connected
CUSTOMERS
INVESTORS
2016-08-02
PRESS
CAREERS
www.facebook.com/infineon
www.infineon.com/linkedin
www.google.com/+infineon
www.infineon.com/xing
www.twitter.com/infineon
www.youtube.com/infineon
Copyright © Infineon Technologies AG 2016. All rights reserved.
25