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Company Presentation 
November 27, 2014
Table of Contents 
 Market and Business Development FY 2014 
 Business Focus 
 Segments, Products and Technology 
 General Company Information 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 2
Table of Contents 
 Market and Business Development FY 2014 
 Business Focus 
 Segments, Products and Technology 
 General Company Information 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 3
Revenue Split by Segment 
FY 2014 Revenue: € 4,320m 
Chip Card 
& Security 
Automotive 
PMM 
IPC 
ATV 
€ 1,965m 
CCS 
€ 494m 
OOS+C&E* 
€ 17m 
*Other Operating Segments; Corporate & Eliminations. 
IPC 
€ 783m 
PMM 
€ 1,061m 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 4
84 78 
90 
123 
91 90 
107 
135 
144 
156 
163 169 
149 
189 194 193 197 
209 
219 
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 
Positive Growth Outlook 
for Global Semiconductor Market 
1 ToMM: Global semiconductor market w/o Memory, w/o Microprocessor; nearly 2/3 of the total semiconductor market are 
relevant for our 4 segments 
Source: WSTS for historical data. Forecast:  of WSTS, IHS, Gartner, IC Insights; last update November 21, 2014 
Global Semiconductor Market w/o Memory, w/o Microprocessor 
in Billion US-Dollar 
Market size (revenue) Forecast revenue range 
211 
35% 222 
Memory 
& MPU 
65% 
ToMM1 
Calendar year 2013: 
$ 306 bn 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 5
Infineon Holds Top Positions in All Major 
Product Categories 
Automotive semiconductors incl. 
semiconductor sensors. 
Source: Strategy Analytics, 
April 2014. 
*Calendar Year 
Automotive 
semiconductors 
total market in CJ* 2013: 
$25.1bn 
6.5% 
7.4% 
7.9% 
9.6% 
13.3% 
NXP 
Freescale 
STMicro 
Infineon 
Renesas 
Discrete power semiconductors 
and power modules. 
Source: IHS, September 2014. 
Microcontroller-based smart 
card ICs. 
Source: IHS, July 2014. 
Power 
semiconductors 
total market in CJ* 2013: 
$15.4bn 
Smart card ICs 
total market in CJ* 2013: 
$2.48bn 
6.4% 
16.5% 
17.9% 
21.7% 
32.3% 
SHHIC 
Samsung 
STMicro 
Infineon 
NXP 
5.5% 
5.8% 
6.0% 
7.2% 
12.3% 
Fairchild 
STMicro 
Toshiba 
Mitsubishi 
Infineon 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 6
The Company 
 Infineon provides semiconductor and system solutions, focusing 
on three central needs of our modern society: 
Energy Efficiency, Mobility and Security 
 Revenue in FY 2014: € 4.320 billion 
 About 30,000 employees worldwide (as of September 2014) 
 Strong technology portfolio with more than 21,000 patents and 
patent applications (as of September 2014) 
 21 R&D locations; 12 manufacturing locations 
 Germany's largest and Europe's second largest 
semiconductor company 
Infineon at a Glance 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 7
Infineon Group 
Results for FY 2013 and FY 2014 
Segment Result (SR) 377 620 
[€ Million] 2013 2014 
Net Income 272 535 
SR Margin 9.8% 14.4% 
Investments 378 668 
Free Cash Flow 235 317 
Market capitalization ~7,995 ~9,240* 
Net Cash 1,983 2,232 
Revenues Net 
Income 
FY13 FY14 FY13 FY14 
535 
3,843 
272 
4,320 
Revenues 3,843 4,320 
*share price as of September 30th, 2013: 7.395 Euro; share price as of September 30th, 2014: 8.193 Euro 
+12% 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 8
Infineon Group 
Results for Q3 FY14 and Q4 FY14 
Segment Result (SR) 170 188 
[€ Million] Q3 14 Q4 14 
Net Income 143 181 
SR Margin 15.3% 16.0% 
Gross Cash Position 2,263 2,418 
Free Cash Flow 78 158 
Net Cash 2,073 2,232 
Revenues 1,110 1,175 
181 
1,110 
143 
+6% 
Q3 FY14 Q4 FY14 
1,175 
Revenues Net 
Income 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 9
Infineon Group 
Results for Q4 FY13 and Q4 FY14 
Segment Result (SR) 148 188 
[€ Million] Q4 13 Q4 14 
Net Income 142 181 
SR Margin 14.1% 16.0% 
Gross Cash Position 2,286 2,418 
Free Cash Flow 156 158 
Net Cash 1,983 2,232 
Revenues 1,053 1,175 
181 
1,053 
142 
+ 12% 
1,175 
Revenues Net 
Income 
Q4 FY13 Q4 FY14 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 10
Infineon Segment Revenues 
Q3 FY14 and Q4 FY14 
Revenue* in € Million Share of Total 
*Total Revenue (Q3 FY14: 1,110m €; Q4 FY14: 1,175m €) includes Other Operating Segment (Q3 FY14: 5m €, Q4 FY14: 5m €), 
Corporate & Eliminations (Q3 FY14: 1m €, Q4 FY14: -9m €). 
Q3 FY 14 
Q4 FY 14 
+2% 
510 
518 
Q3 FY 14 
Q4 FY 14 
+15% 
123 
142 
Q3 FY 14 
Q4 FY 14 
+10% 
200 
219 
Q3 FY 14 
Q4 FY 14 
+11% 
271 
300 
CCS 
IPC 
ATV 
PMM 
19% 
11% 
44% 
26% 
12% 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 11
Infineon Segment Results 
Q3 FY14 and Q4 FY14 
Segment Result* in € Million SR Marge 
8.1% 
14.1% 
20.0% 
20.1% 
13.7% 
13.3% 
17.0% 
20.0% 
CCS 
IPC 
ATV 
PMM 
*Total Segment Result (Q3 FY14: 170m €; Q4 FY14: 188m €) includes Other Operating Segment (Q3 FY14: 4m €, Q4 FY14: 
0m €), Corporate & Eliminations (Q3 FY14: 0m €, Q4 FY14: -5m €). 
Q3 FY 14 
Q4 FY 14 
Q3 FY 14 
Q4 FY 14 
Q3 FY 14 
Q4 FY 14 
Q3 FY 14 
Q4 FY 14 
70 
69 
10 
20 
40 
44 
46 
60 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 12
Revenue Split by Regions 
FY 2013 and FY 2014 
Americas 
13% 11% 
Europe, Middle East, 
Africa (EMEA) 
41% 39% 
Asia / Pacific 
40% 
43% 
Japan 
6% 7% 
FY 2013 FY 2014 
therein: 21% 20% 
Germany 
therein: 1 8% 20% 
China 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 13
Table of Contents 
 Market and Business Development FY 2014 
 Business Focus 
 Segments, Products and Technology 
 General Company Information 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 14
We Focus on Our Target Markets 
Core Competencies 
 Analog/Mixed Signal 
 Power 
 Embedded Control 
 Manufacturing Competence 
Focus Areas 
 Energy Efficiency 
 Mobility 
 Security 
Our Target Markets 
 Automotive Electronics 
 Industrial Electronics 
 Information and Communications 
Technology 
 Security 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 15
We Focus on Three Central Needs 
of Modern Society 
Energy Efficiency Mobility Security 
Industrial Power Control 
Automotive 
Power Management & Multimarket 
Chip Card & Security 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 16
Key Trends 
 Soaring total energy demand across the 
globe amid dwindling fossil energy 
resources 
 Strong CO2 policies to achieve 
climate goals 
 Tapping renewable energies as 
sustainable energy sources 
 Electrification of the drivetrain of 
commercial and passenger vehicles 
 Infineon delivers semiconductor innovations playing a valuable role in minimizing power 
loss and maximizing power savings along the entire energy supply chain, extending from 
generation through distribution to actual consumption. 
 Our products are the basis for intelligent and optimal use of energy resources in 
industrial, computing and consumer applications, and in cars. 
Our Contribution 
Energy Efficiency 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 17
Key Trends 
 Rigid CO2 regulations and rising oil price 
 Increasing rules on safety, focusing on 
preventive measures 
 Rising new requirements in cars for 
emerging markets 
 Urbanization, globalization and 
demographic change 
 Strong investments in local and long 
distance public transportation systems 
 Leading semiconductor solutions contributing to a more sustainable mobility in terms of 
reduced fuel consumption/emissions, improved safety and affordability. 
 As an innovation driver and supplier of key components for electric and hybrid vehicles, 
Infineon will actively help to shape the paradigm shift towards electro mobility on the 
road. 
 Innovative public transportation solutions for traction and electronic tickets. 
Our Contribution 
Mobility 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 18
Key Trends 
 Secure communication everywhere 
utilizing mobile phone and internet 
 Move to electronic identification of 
documents and products 
 Contactless cards for payment and 
electronic tickets 
 Increased intercommunication in cars, 
calling for secure data handling 
 Introduction of smart grids calling for 
advanced data security 
 Tailored security according to system requirements, enabling the implementation of 
transparent security in everyday systems. 
 Leverage our worldwide leadership in security know-how for smart cards in automotive 
and industrial applications increasingly demanding security. 
 Combining both hardware security and cryptography, our products build the basis for 
privacy and security while maintaining personal freedom and facilitating extended 
communication capabilities. 
Our Contribution 
Security 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 19
Table of Contents 
 Market and Business Development FY 2014 
 Business Focus 
 Segments, Products and Technology 
 General Company Information 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 20
Tight Customer Relationships are Based on 
System Know-how and App Understanding 
EMS partners Distribution partners 
ATV IPC PMM CCS 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 21
Market-Oriented Business Structure 
Customers 
Segments Applications 
Chip Card & 
Security 
Automotive 
Industrial 
Power Control 
Chassis and comfort electronics; Electric and hybrid 
vehicles; Powertrain; Safety; Security 
Charger station for electric vehicles; Energy transmission 
and conversion; Home appliances; Industrial drives; 
Industrial vehicles; Renewable energy generation; 
Traction; Uninterruptable power supplies 
Authentication; Government Identification; healthcare 
cards; Mobile communication; Near Field Communication 
(NFC); Payment systems; Ticketing, access control; 
Trusted computing 
Power 
Management 
& Multimarket 
Cellular network infrastructure; Light management and 
LED lighting systems; Micro inverters for photovoltaic 
rooftop systems; Mobile devices; Power supplies 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 22
Product Range 
Industrial Power 
Control (IPC) 
 IGBT module 
solutions incl. IGBT 
stacks 
 IGBT modules (high-power, 
medium-power 
and low-power) 
 Discrete IGBTs 
 Bare die business 
 Driver ICs 
Power Management 
& Multimarket 
(PMM) 
 Discrete high- and 
low-voltage power 
transistors 
 Driver ICs 
 Control ICs 
 RF power transistors 
 Small-signal 
components 
 CMOS RF switches 
for antenna modules 
 Antenna tuning ICs 
 MEMS and ASICs for 
silicon microphones 
 Customized chips 
(ASICs) 
Chip Card & Security 
(CCS) 
 Contact-based 
security controller 
 Contactless security 
controller 
 Dual-interface 
security controller 
(contact-based and 
contactless) 
Automotive 
(ATV) 
 Microcontrollers 
(8-bit, 16-bit, 32-bit) 
for automotive and 
industrial applications 
 Software development 
platform DAVETM 
 Discrete power 
semiconductors 
 IGBT modules 
 Voltage regulators 
 Power ICs 
 Bus interface devices 
(CAN, LIN, FlexRay) 
 Magnetic and pressure 
sensors 
 Wireless transmit and 
receive ICs (RF, radar) 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 23
New Era: 
Driving Demand for Power Semiconductors 
 Shift towards renewable energies 
requires significantly more high-power 
semiconductors per MW of power 
generated. 
'90 – '10 
 Electrification in cars with Internal 
Combustion Engine as well as the trend 
towards emobility drives the demand for 
power semiconductors. 
 Higher efficiency in power conversion 
reduces CO2 emission and total cost of 
ownership. 
 Stronger demand for goods containing 
power semiconductors due to increasing 
standard of living in BRIC countries. 
'10 – '30 Changes 
Courtesy: Facebook 
Courtesy: BMW Group 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 24
Automotive 
Overview 
Product Range 
 Sensors: pressure, magnetic, wireless 
control ICs, radar 
 Microcontrollers: 8-bit, 16-bit, 32-bit 
 Power: MOSFETs, IGBTs, smart power ICs: voltage 
regulators, bridges, driver ICs, CAN / LIN / FlexRay™ 
transceiver*, DC-DC converters, power system ICs, 
system-on chip, embedded power ICs 
 Hybrid & Electric Vehicle: HybridPACK™ modules, 
Automotive Easy modules, gate driver ICs, MOSFETs, 
IGBTs 
Core Competencies/ 
Value Proposition 
 Automotive commitment: More than 40 years of 
automotive system and application expertise 
 Complete automotive system provider 
 Hybrid and Electro mobility: industry leading 
expertise and product portfolio 
 Functional Safety (ISO26262) and Security 
enabling car solutions 
 Worldwide development, production and support 
sites for automotive semiconductors 
 Next Level of Zero Defect: most comprehensive 
quality program of the industry 
Market Positions 
 No. 2 in Automotive semiconductors worldwide 
 No. 1 Europe 
 No. 1 Korea 
 No. 2 North America 
 No. 3 Japan 
 No. 1 in automotive power semiconductors 
(21.3%) 
Source: Strategy Analytics (April 2014) 
* FlexRay is a trademark licensed by FlexRay Consortium GbR 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 25
Market Trends 
■ Dwindling energy resources 
■ Urbanization 
■ Stricter CO2 emission legislations 
■ Growing environmental awareness 
Infineon's Opportunities 
 Infineon components are key enabler for 
car manufacturers to meet challenging 
targets for CO2 emission reduction, e.g. in 
the EU 95g CO2/km in 2021. 
 We offer Hybrid and electric drivetrain 
products (HybridPACK™). 
 No electric vehicle without semiconductors: 
electric drive and control, battery 
management, on-board battery charging 
and power grid communication. 
We Focus on Future Business 
Making Cars Clean 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 26
Power module 
BMW and Infineon: Working Together to 
Shape the Future of Electro Mobility 
 75 semiconductors ensure a highly efficient electric drive in the 
BMW i3, e.g. Microcontroller AUDO Future, IGBT Power Module 
HybridPACK™ 2, EiceDRIVER™ Products, CoolMOS™ High 
voltage MOSFETs. 
 Further components: airbag control, LED light modules, 
steering locks, windshield wipers and seatbelt retractors. 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 27
Industrial Power Control 
Overview 
Product Range 
 IGBT Modules: Standard IGBT Modules, Power 
Integrated Modules (PIM) and Converter Inverter 
Brake (CIB) Modules 
 IPM Modules: molded Intelligent Power Module (IPM) 
 Discrete IGBTs 
 Driver ICs: standalone driver IC products for 
combination with IGBT modules and discretes 
 Power Stacks: Power module assemblies including 
heat sink, Driver IC and protective sensors/functions, 
etc. 
Core Competencies/ 
Value Proposition 
 High quality products and services 
 Leading edge technology and IP portfolio 
 System expertise with broad application 
competence 
 Strong worldwide presence with local sales and 
application support 
 Dedicated account teams and distributors 
Market Positions 
 No.1 in Discrete IGBTs with 24.7% market share 
 No.2 in IGBT modules with 20.5% market share 
 No.2 in IGBT semiconductor products (module & 
discretes) worldwide 
 No.1 in Europe 
 No.1 in China 
Source: IHS Research, September 2014 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 28
Power Components for Drive Control of 
Train Systems 
Infineon Parts 
High-Speed Trains Metro Trains 
 Power: 5 to 10MW per train 
 80 to 120 IGBT modules 
per train 
 Semiconductor content: 
~ € 100,000 per train 
 Power: 0.5 to 1MW per train 
 25 to 50 IGBT modules 
per train 
 Semiconductor content: 
~ € 10,000 per train 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 29
Product Range 
Market Positions 
 Digital Control ICs, Drivers and Power Discretes for Voltage 
Regulators 
 LED Drivers 
 RF Diodes and Transistors, RF Power 
 Chips for Silicon Microphones, TVS Diodes 
 ASIC design solutions for authentication and battery 
management 
 Technology Leadership in Power & RF: 
 Energy Efficiency 
 Power Density, system size and weight reduction 
 Connectivity and reliable, clean Data Transmission for 
50bn devices in 2020 
 Revolutionary Innovation made "easy to use" 
 Application centric Innovation 
 Integration competence: Power/RF, Digital Power, 
Discretes, chip embedding 
 System understanding drives more efficient power 
management 
Core Competencies/Value Proposition 
 No. 1 in Power Discretes with 10.1% market share 
(IHS: The World Market for Power Semiconductor Discretes 
& Modules – Aug. 2014) 
 No. 2 in Discrete MOSFETs with 12.3% market share 
(IHS: The World Market for Power Semiconductor Discretes 
& Modules – Aug. 2014) 
 No. 2 in Chips for Silicon Microphones with 30% market 
share 
(IHS: MEMS Microphones Report– April 2014) 
 No. 3 in RF Power Devices with 15 % market share 
(ABI Research: RF Power Amplifiers – March 2014) 
Power Management & Multimarket 
Overview 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 30
 Efficiency values of 95% and higher 
 Technology leadership in silicon and silicon carbide products 
 Highest power density enabling best cost-performance 
ratios 
 Unique system solutions with MOSFETs, power ICs and 
driver products 
Computing Lighting Charger Mobile devices Cellular infrastructure 
Power Management Mobile Communications 
 Silicon Microphone sensor 
element with leading 
edge acoustic, electrical 
and quality performance 
 Excellent performance in 
ESD protection 
 Best-in Class Noise Figure 
in Low Noise Amplifier 
 Applicable for all standard 
frequencies of 2G, 3G, 4G 
(450 MHz to 2.7 GHz) 
 Industry leading power 
efficiency for LTE 
 Wide range of devices with 
power levels from 4 – 700 W 
 Best-in-class thermal 
performance 
Portfolio: MOSFETs, Power ICs, RF switches, LNAs, Si-Mics, TVS diodes, RF power 
Power Components for Servers and RF Devices 
Cellular Communication and Infrastructure 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 31
Social Networks and Cloud Computing Driving 
Demand for Highest Efficient Power Supplies 
 Globally, we see one new data 
center per week with up to 100 
MW of power consumption 
 Efficiency of power supply (AC/DC, 
DC/DC) of utmost importance. 
 DPM best solution for flexible load 
dynamics 
 Change in value chain: servers no 
longer from the shelf but designed 
by ODMs according to specification 
of data center operator 
Digital Power Management (DPM) Gaining Traction in Server Market 
 DPM opens the door for bundling 
with other products 
 Recent design win: Infineon offers 
DPM controllers along with driver ICs 
and MOSFETs to Taiwanese ODM 
CoolMOS™ OptiMOS™ 
Controller & 
Driver IC 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 32
Power Semiconductors: Solutions for 
Efficient Energy Use 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 33
Chip Card & Security 
Overview 
Product range 
 Innovative solutions from basic security RFID 
and memories to high-end security controllers 
(including the award winning SLE 78 family) 
 Contactless and contact-based security 
products for Communication, Payment, 
Government Identification, Transport, Access, 
Object Identification, Entertainment and 
Platform Security 
 Extensive packaging and service portfolio 
Market positions 
 No. 2 in the Microcontroller Smart Card IC 
market with 21,7%1 market share in CJ* 2013 
by revenue 
 No. 2 in Payment with 28%3 market share in 
2013 
 No. 2 in Government Identification with 32%4 
market share in 2013 
 No. 1 in TPM; leading positions in 
Authentication ICs and Mobile Security ICs 
(secure elements in devices and on SIM cards) 
Core competencies & Value proposition 
 Tailored security: right level of security at 
the best cost-performance ratio 
 Contactless excellence: focus on 
interoperability and dual interface 
 Embedded control: right trade-off between 
computing power, power consumption, level 
of security and cost 
Source: 1,4IHS, July 2014; 2ABI, August 2014; 3May, Sep2014 IHS; IFX internal *Calendar year 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 34
Infineon brings security to smart 
wearable devices 
 Boosted NFC Secure Element will be 
used in Watchdata Technologies’ new 
“Sharkey” smart wearable devices 
 “Sharkey” smart watch and wristband 
are not just personal sport 
management devices. Now they 
serve as secure bank cards and 
contactless tickets when taking 
public transportation 
 Boosted NFC provides high levels of 
security, certified by Common 
Criteria EAL 6+ as well as approval 
from EMVCo 
“The Secure Element from Infineon can be 
seamlessly integrated into our smart 
wearable device while providing 
sophisticated security functions and 
excellent contactless performance.” 
Jack Pan, Vice President, Watchdata 
Technologies 
Boosted NFC Secure Element for Watchdata’s new smart watch and wristband 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 35
Infineon was recognized for its innovation 
leadership in China 
 Two awards from Blue Shield Cup 
Security Anti-counterfeiting 
Technology in China for Infineon’s 
SLE78 Integrity Guard and 
Flexible Mask Solution : 
• Innovation Award 
• Foreign-investment Enterprise 
 SLE78 security microcontroller is now 
officially applied by the Ministry of 
Foreign Affairs of China to the 
new generation electronic 
passports for diplomats and other 
government officials 
Infineon awarded by Blue Shield Cup Security Anti-counterfeiting Technology 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 36
Semiconductor Technology Portfolio 
Technology portfolio fits needs of logic and power applications 
Digital CMOS: 800nm – 65nmTechnology Nodes (Platform <180nm incl. RF, AMS) 
Analog/Mixed Signal: 500nm – 180nm Technology Nodes (CxNA) 
eNVM: EEPROM: IMEMR, C9FL, OTP: C5OP (Automotive) 
eFlash/EEPROM: 250nm – 65nm CxFL (Chip Card), CxFLA, CxFLN (Automotive) 
HV-CMOS: 130nm, C11HV 
RF BiCMOS: 25GHz – 100GHz: B6HFC, B9COPT, B10C 
Bipolar IC: 2GHz...200GHz RF-Bipolar: BxHF SiGe: B7HFM, B7HF_SLC, B7HF200 
HiPAC: Al/Cu Integrated Passives RF Switches: C7NP, C11NP 
P7Mxx, P7Dxx, P8Mxx 
Bipolar/Discretes/MMIC: 
RF-Transistors NF-TR; BxHF(D/M), SiGe: B7HFD/M, B7HF_SD 
Power Amplifier: LDMOS, LDxM, LDxIC, LD9AB RFMOS: HFM 
Diodes: NF-DI, Tuner: DxT, Schottky: DxS PIN: DxP 
Analog Bipolar: DOPL, Ax, BIPEP, B4C 
Analog BiCMOS: B6CA, B6CA-CT, B7CA, SPT170 
500 - 350nm HV-CMOS-SOI 
Smart Power: 1200-130nm BIP/CMOS/DMOS 
SPTx (Automotive, EDP) (BCD) 
Smart: CMOS/DMOS, SMARTx, MSMARTx, 
SSMARTx, Opto-TRIAC, SPS 
Analog ICs: B6CA, B7CA 
Coreless Transformer 
Magnetic: BxCAS, C9FLRN_GMR 
Opto: OP-DI, OP-TR, OP-C9N, μ-modules 
DMOS: Low Voltage Trench 
MOSFET (OptiMOS™) 
HV-DMOS: Superjunction MOSFET 
(CoolMOS™) 
IGBT: Trench IGBT 600-6500V, rev. 
cond., fast recov. Diodes 
SiC: Diode, JFET 
Pressure: BxCSP, TIREPx 
Silicon-Microphones: DSOUND 
all of them adopted for automotive and industrial requirements 
MEMS/Sensors 
CMOS 
RF/Bipolar 
Power/Analog 
incl. Green Robust 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 37
Package Technology Portfolio 
1) for specialities only 2) phase-out 
Through 
Hole 
 TO, DIP 
SMD 
 TO 
 DSO 
 SSOP 
Leadless 
 ThinPAK 
 TDSON 
 TSDSON 
 CanPAK™ 
 TISON 
 WISON 
 IQFN 
 HSOF 
High Power 
Power 
Modules 
 Easy 
 34mm 
 62mm 
 Econo 
 Econo- 
PACK™+ 
 Prime- 
PACK™ 
 IHM 
 IHV 
 Hybrid- 
PACK™ 
SMD leaded 
 SOT 
 SOD 
 TSOP 
 TSSOP 
Flat lead 
 TSFP 
 SC 
Leadless 
 TSLP 
 TSSLP 
 TSNP 
Wafer level 
 WLP 
 WLL 
Discretes 
Power 
Sensors 
Through 
Hole 
 PSSO 
SMD 
Leaded 
 DSOSP 
Open 
cavity 
 DSOF 
Mold on LF 
 P-MCCx 
Mold 
 P-Mx.x 
Chip on 
Flex 
 FTM 
UV Globe 
top 
 T-Mx.x 
PRELAM 
 PPxx 
Flip Chip 
 S-MFCx.x 
 S-COMx.x 
Wafer 
 Bumped 
 Diced 
Chip Card 
Leadframe 
based 
Packages 
Wafer Level 
Packages, 
Bare Die 
Surface 
Mount 
Technology 
(SMD) 
Wafer Level 
w/o 
redistribution 
 WLP (fan-in) 
w/redistribution 
 WLB (fan-in) 
 eWLB 
(fan-out) 
 Blade 
Bare Die 
Wirebond 
Flip chip 
Through 
Hole 
 DIP 2) 
SMD 
 PLCC 2) 
 TSSOP 
 TQFP 
 LQFP 
 MQFP 
Leadless 
 VQFN 
 WQFN 
 O-LQFN 1) 
 XSON 
 USON 
IC Power 
Laminate 
based 
Packages 
SMD 
 OCCN 1,2) 
 BGA 
 LBGA 
 xFBGA, 
xFSGA 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 38
Table of Contents 
 Market and Business Development FY 2014 
 Business Focus 
 Segments, Products and Technology 
 General Company Information 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 39
R&D Network in Europe 
Warstein 
Duisburg 
Bristol 
Augsburg 
Munich, 
Neubiberg 
Padua Villach 
Graz 
Regensburg 
Dresden 
Bucharest 
Linz 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 40
Worldwide R&D Network 
(Excluding Europe) 
Malacca 
Kulim 
Morgan Hill Beijing Seoul 
Shanghai 
Bangalore 
Torrance 
Singapore 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 41
Worldwide Manufacturing Sites 
Frontend and Backend 
Frontend Backend 
Morgan Hill Dresden Kulim Beijing Wuxi 
Batam 
Warstein 
Regensburg Villach Cegléd 
Malacca 
Singapore 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 42
Sales Offices in Europe 
Moscow 
Stockholm, 
Kista 
Dublin 
Bristol 
Paris 
(Saint-Denis) 
Madrid Milan Zurich Vienna 
Erlangen 
Stuttgart, 
Ditzingen 
Munich, 
Neubiberg 
Hannover 
Warstein 
Duisburg 
Rotterdam 
Nuremberg 
Marseille 
Espoo 
Toulouse 
Großostheim 
Villach 
Cegléd 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 43
Sales Offices Worldwide (Excluding Europe) 
São Paulo 
Kokomo 
Livonia Bangalore Seoul 
Singapore 
Lebanon 
Beijing 
Milpitas 
Melbourne, 
Blackburn 
Osaka 
Shenzhen 
Taipei 
Tokyo 
Nagoya 
Shanghai Hong Kong 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 44
Corporate Social Responsibility 
Our Commitment 
United Nations Global Compact 
10 Principles 
Human Rights 
Principle 1: support and respect the protection of internationally proclaimed 
human rights 
Principle 2: make sure they are not complicit in human rights abuses 
Labor 
Principle 3: uphold the freedom of association and the effective recognition of 
the right to collective bargaining 
Principle 4: uphold the elimination of all forms of forced and compulsory labor 
Principle 5: uphold the effective abolition of child labor 
Principle 6: uphold the elimination of discrimination in respect of employment 
and occupation 
Environment 
Principle 7: support a precautionary approach to environmental challenges 
Principle 8: undertake initiatives to promote greater environmental responsibility 
Principle 9: encourage the development and diffusion of environmentally friendly 
technologies 
Anti-Corruption 
Principle 10: work against corruption in all its forms, including extortion and 
bribery 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 45
Corporate Social Responsibility 
Our Understanding 
CSR at Infineon comprises our voluntary commitment and 
contributions in the areas: 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 46
Continuous 
Approach 
Corporate Social Responsibility: 
Successful CSR Approach 
UN 
Global 
Compact 
Infineon 
IMPRES *) 
since 
2004 
since 
2005 
Company Foundation 
Worldwide certified environmental 
management system according to 
ISO 14001 
Dow Jones 
Sustainability 
Index 
since 
2010 
since 
2011 
oekom 
classification 
as „Prime“ 
since 
2012 
 According to RobecoSAM, Infineon is 
among the top 15% most sustainable 
companies worldwide and therefore listed 
in the Sustainability Yearbook 
 RobecoSAM „Runners-up“ Award (2013) 
Energy 
Management 
System, 
integrated in 
IMPRES *) 
Sustainability 
Yearbook 
2013 
„ 
STOXX® 
Global ESG 
Leaders 
Indices 
2014 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 47
Based on our efforts for resources management, safety and health 
standards, Infineon received the EN ISO 14001, OHSAS 18001 and 
ISO 50001* multi-site certification. 
Certifications 
Corporate Social Responsibility: 
Environmental Sustainability 
 We consume 20% less water to manufacture 
one cm² wafer than the global average1). 
 We consume 32% less electricity to 
manufacture one cm² wafer than the global 
average1). 
 We generate 47% less waste to manufacture 
one cm² wafer than the global average1). 
* ISO 50001 in major EU sites 
1) According to "World Semiconductor Council” 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 48
Our CO2 Footprint: Emissions Reduction 
Enabled by Our Products and Solutions 
CO2 savings2) 
More than 
14.4 
million 
tons 
CO2 burden1) 
1.4 
million 
tons 
Ratio 
1:10 
Net ecological benefit : 
round 13 million tons of CO2 emission reduction 
1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, waste/waste water, direct emissions, energy consumption, waste, etc. and is based on 
internally collected data and externally available conversion factors. All data relates to the 2014 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 2013 and considers the following fields of 
application: automotive; lamp ballast control; PC power supply; renewable energy (wind, photovoltaic); and rives. CO₂ savings are calculated on the basis of potential savings of 
technologies in which semiconductors are used. The CO₂ savings are allocated on the basis of Infineon's market share, semiconductor content and lifetime of the technologies concerned, 
based on internal and external experts' estimations. Despite CO₂ footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear. 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 49
Business Continuity 
ISO 27001 ISO 22301 
ISO 14001 OHSAS 18001 
ISO 50001 
Business Continuity 
Integrated Management 
Loss & Fraud 
Investigations 
Real Estate 
& Facility 
Management 
Business & 
Operations 
Support 
Environmental 
Affairs, 
Sustainability & 
Energy 
Management 
Information 
Security & 
IT Security 
Management 
Corporate 
Social 
Responsibility 
Export 
Compliance 
Business 
Continuity 
Planning 
Security & 
Crisis 
Management 
Asset 
Protection 
November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 50
Infineon Technologies - Company Presentation Business Year 2014

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Infineon Technologies - Company Presentation Business Year 2014

  • 2. Table of Contents  Market and Business Development FY 2014  Business Focus  Segments, Products and Technology  General Company Information November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 2
  • 3. Table of Contents  Market and Business Development FY 2014  Business Focus  Segments, Products and Technology  General Company Information November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 3
  • 4. Revenue Split by Segment FY 2014 Revenue: € 4,320m Chip Card & Security Automotive PMM IPC ATV € 1,965m CCS € 494m OOS+C&E* € 17m *Other Operating Segments; Corporate & Eliminations. IPC € 783m PMM € 1,061m November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 4
  • 5. 84 78 90 123 91 90 107 135 144 156 163 169 149 189 194 193 197 209 219 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Positive Growth Outlook for Global Semiconductor Market 1 ToMM: Global semiconductor market w/o Memory, w/o Microprocessor; nearly 2/3 of the total semiconductor market are relevant for our 4 segments Source: WSTS for historical data. Forecast:  of WSTS, IHS, Gartner, IC Insights; last update November 21, 2014 Global Semiconductor Market w/o Memory, w/o Microprocessor in Billion US-Dollar Market size (revenue) Forecast revenue range 211 35% 222 Memory & MPU 65% ToMM1 Calendar year 2013: $ 306 bn November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 5
  • 6. Infineon Holds Top Positions in All Major Product Categories Automotive semiconductors incl. semiconductor sensors. Source: Strategy Analytics, April 2014. *Calendar Year Automotive semiconductors total market in CJ* 2013: $25.1bn 6.5% 7.4% 7.9% 9.6% 13.3% NXP Freescale STMicro Infineon Renesas Discrete power semiconductors and power modules. Source: IHS, September 2014. Microcontroller-based smart card ICs. Source: IHS, July 2014. Power semiconductors total market in CJ* 2013: $15.4bn Smart card ICs total market in CJ* 2013: $2.48bn 6.4% 16.5% 17.9% 21.7% 32.3% SHHIC Samsung STMicro Infineon NXP 5.5% 5.8% 6.0% 7.2% 12.3% Fairchild STMicro Toshiba Mitsubishi Infineon November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 6
  • 7. The Company  Infineon provides semiconductor and system solutions, focusing on three central needs of our modern society: Energy Efficiency, Mobility and Security  Revenue in FY 2014: € 4.320 billion  About 30,000 employees worldwide (as of September 2014)  Strong technology portfolio with more than 21,000 patents and patent applications (as of September 2014)  21 R&D locations; 12 manufacturing locations  Germany's largest and Europe's second largest semiconductor company Infineon at a Glance November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 7
  • 8. Infineon Group Results for FY 2013 and FY 2014 Segment Result (SR) 377 620 [€ Million] 2013 2014 Net Income 272 535 SR Margin 9.8% 14.4% Investments 378 668 Free Cash Flow 235 317 Market capitalization ~7,995 ~9,240* Net Cash 1,983 2,232 Revenues Net Income FY13 FY14 FY13 FY14 535 3,843 272 4,320 Revenues 3,843 4,320 *share price as of September 30th, 2013: 7.395 Euro; share price as of September 30th, 2014: 8.193 Euro +12% November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 8
  • 9. Infineon Group Results for Q3 FY14 and Q4 FY14 Segment Result (SR) 170 188 [€ Million] Q3 14 Q4 14 Net Income 143 181 SR Margin 15.3% 16.0% Gross Cash Position 2,263 2,418 Free Cash Flow 78 158 Net Cash 2,073 2,232 Revenues 1,110 1,175 181 1,110 143 +6% Q3 FY14 Q4 FY14 1,175 Revenues Net Income November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 9
  • 10. Infineon Group Results for Q4 FY13 and Q4 FY14 Segment Result (SR) 148 188 [€ Million] Q4 13 Q4 14 Net Income 142 181 SR Margin 14.1% 16.0% Gross Cash Position 2,286 2,418 Free Cash Flow 156 158 Net Cash 1,983 2,232 Revenues 1,053 1,175 181 1,053 142 + 12% 1,175 Revenues Net Income Q4 FY13 Q4 FY14 November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 10
  • 11. Infineon Segment Revenues Q3 FY14 and Q4 FY14 Revenue* in € Million Share of Total *Total Revenue (Q3 FY14: 1,110m €; Q4 FY14: 1,175m €) includes Other Operating Segment (Q3 FY14: 5m €, Q4 FY14: 5m €), Corporate & Eliminations (Q3 FY14: 1m €, Q4 FY14: -9m €). Q3 FY 14 Q4 FY 14 +2% 510 518 Q3 FY 14 Q4 FY 14 +15% 123 142 Q3 FY 14 Q4 FY 14 +10% 200 219 Q3 FY 14 Q4 FY 14 +11% 271 300 CCS IPC ATV PMM 19% 11% 44% 26% 12% November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 11
  • 12. Infineon Segment Results Q3 FY14 and Q4 FY14 Segment Result* in € Million SR Marge 8.1% 14.1% 20.0% 20.1% 13.7% 13.3% 17.0% 20.0% CCS IPC ATV PMM *Total Segment Result (Q3 FY14: 170m €; Q4 FY14: 188m €) includes Other Operating Segment (Q3 FY14: 4m €, Q4 FY14: 0m €), Corporate & Eliminations (Q3 FY14: 0m €, Q4 FY14: -5m €). Q3 FY 14 Q4 FY 14 Q3 FY 14 Q4 FY 14 Q3 FY 14 Q4 FY 14 Q3 FY 14 Q4 FY 14 70 69 10 20 40 44 46 60 November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 12
  • 13. Revenue Split by Regions FY 2013 and FY 2014 Americas 13% 11% Europe, Middle East, Africa (EMEA) 41% 39% Asia / Pacific 40% 43% Japan 6% 7% FY 2013 FY 2014 therein: 21% 20% Germany therein: 1 8% 20% China November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 13
  • 14. Table of Contents  Market and Business Development FY 2014  Business Focus  Segments, Products and Technology  General Company Information November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 14
  • 15. We Focus on Our Target Markets Core Competencies  Analog/Mixed Signal  Power  Embedded Control  Manufacturing Competence Focus Areas  Energy Efficiency  Mobility  Security Our Target Markets  Automotive Electronics  Industrial Electronics  Information and Communications Technology  Security November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 15
  • 16. We Focus on Three Central Needs of Modern Society Energy Efficiency Mobility Security Industrial Power Control Automotive Power Management & Multimarket Chip Card & Security November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 16
  • 17. Key Trends  Soaring total energy demand across the globe amid dwindling fossil energy resources  Strong CO2 policies to achieve climate goals  Tapping renewable energies as sustainable energy sources  Electrification of the drivetrain of commercial and passenger vehicles  Infineon delivers semiconductor innovations playing a valuable role in minimizing power loss and maximizing power savings along the entire energy supply chain, extending from generation through distribution to actual consumption.  Our products are the basis for intelligent and optimal use of energy resources in industrial, computing and consumer applications, and in cars. Our Contribution Energy Efficiency November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 17
  • 18. Key Trends  Rigid CO2 regulations and rising oil price  Increasing rules on safety, focusing on preventive measures  Rising new requirements in cars for emerging markets  Urbanization, globalization and demographic change  Strong investments in local and long distance public transportation systems  Leading semiconductor solutions contributing to a more sustainable mobility in terms of reduced fuel consumption/emissions, improved safety and affordability.  As an innovation driver and supplier of key components for electric and hybrid vehicles, Infineon will actively help to shape the paradigm shift towards electro mobility on the road.  Innovative public transportation solutions for traction and electronic tickets. Our Contribution Mobility November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 18
  • 19. Key Trends  Secure communication everywhere utilizing mobile phone and internet  Move to electronic identification of documents and products  Contactless cards for payment and electronic tickets  Increased intercommunication in cars, calling for secure data handling  Introduction of smart grids calling for advanced data security  Tailored security according to system requirements, enabling the implementation of transparent security in everyday systems.  Leverage our worldwide leadership in security know-how for smart cards in automotive and industrial applications increasingly demanding security.  Combining both hardware security and cryptography, our products build the basis for privacy and security while maintaining personal freedom and facilitating extended communication capabilities. Our Contribution Security November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 19
  • 20. Table of Contents  Market and Business Development FY 2014  Business Focus  Segments, Products and Technology  General Company Information November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 20
  • 21. Tight Customer Relationships are Based on System Know-how and App Understanding EMS partners Distribution partners ATV IPC PMM CCS November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 21
  • 22. Market-Oriented Business Structure Customers Segments Applications Chip Card & Security Automotive Industrial Power Control Chassis and comfort electronics; Electric and hybrid vehicles; Powertrain; Safety; Security Charger station for electric vehicles; Energy transmission and conversion; Home appliances; Industrial drives; Industrial vehicles; Renewable energy generation; Traction; Uninterruptable power supplies Authentication; Government Identification; healthcare cards; Mobile communication; Near Field Communication (NFC); Payment systems; Ticketing, access control; Trusted computing Power Management & Multimarket Cellular network infrastructure; Light management and LED lighting systems; Micro inverters for photovoltaic rooftop systems; Mobile devices; Power supplies November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 22
  • 23. Product Range Industrial Power Control (IPC)  IGBT module solutions incl. IGBT stacks  IGBT modules (high-power, medium-power and low-power)  Discrete IGBTs  Bare die business  Driver ICs Power Management & Multimarket (PMM)  Discrete high- and low-voltage power transistors  Driver ICs  Control ICs  RF power transistors  Small-signal components  CMOS RF switches for antenna modules  Antenna tuning ICs  MEMS and ASICs for silicon microphones  Customized chips (ASICs) Chip Card & Security (CCS)  Contact-based security controller  Contactless security controller  Dual-interface security controller (contact-based and contactless) Automotive (ATV)  Microcontrollers (8-bit, 16-bit, 32-bit) for automotive and industrial applications  Software development platform DAVETM  Discrete power semiconductors  IGBT modules  Voltage regulators  Power ICs  Bus interface devices (CAN, LIN, FlexRay)  Magnetic and pressure sensors  Wireless transmit and receive ICs (RF, radar) November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 23
  • 24. New Era: Driving Demand for Power Semiconductors  Shift towards renewable energies requires significantly more high-power semiconductors per MW of power generated. '90 – '10  Electrification in cars with Internal Combustion Engine as well as the trend towards emobility drives the demand for power semiconductors.  Higher efficiency in power conversion reduces CO2 emission and total cost of ownership.  Stronger demand for goods containing power semiconductors due to increasing standard of living in BRIC countries. '10 – '30 Changes Courtesy: Facebook Courtesy: BMW Group November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 24
  • 25. Automotive Overview Product Range  Sensors: pressure, magnetic, wireless control ICs, radar  Microcontrollers: 8-bit, 16-bit, 32-bit  Power: MOSFETs, IGBTs, smart power ICs: voltage regulators, bridges, driver ICs, CAN / LIN / FlexRay™ transceiver*, DC-DC converters, power system ICs, system-on chip, embedded power ICs  Hybrid & Electric Vehicle: HybridPACK™ modules, Automotive Easy modules, gate driver ICs, MOSFETs, IGBTs Core Competencies/ Value Proposition  Automotive commitment: More than 40 years of automotive system and application expertise  Complete automotive system provider  Hybrid and Electro mobility: industry leading expertise and product portfolio  Functional Safety (ISO26262) and Security enabling car solutions  Worldwide development, production and support sites for automotive semiconductors  Next Level of Zero Defect: most comprehensive quality program of the industry Market Positions  No. 2 in Automotive semiconductors worldwide  No. 1 Europe  No. 1 Korea  No. 2 North America  No. 3 Japan  No. 1 in automotive power semiconductors (21.3%) Source: Strategy Analytics (April 2014) * FlexRay is a trademark licensed by FlexRay Consortium GbR November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 25
  • 26. Market Trends ■ Dwindling energy resources ■ Urbanization ■ Stricter CO2 emission legislations ■ Growing environmental awareness Infineon's Opportunities  Infineon components are key enabler for car manufacturers to meet challenging targets for CO2 emission reduction, e.g. in the EU 95g CO2/km in 2021.  We offer Hybrid and electric drivetrain products (HybridPACK™).  No electric vehicle without semiconductors: electric drive and control, battery management, on-board battery charging and power grid communication. We Focus on Future Business Making Cars Clean November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 26
  • 27. Power module BMW and Infineon: Working Together to Shape the Future of Electro Mobility  75 semiconductors ensure a highly efficient electric drive in the BMW i3, e.g. Microcontroller AUDO Future, IGBT Power Module HybridPACK™ 2, EiceDRIVER™ Products, CoolMOS™ High voltage MOSFETs.  Further components: airbag control, LED light modules, steering locks, windshield wipers and seatbelt retractors. November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 27
  • 28. Industrial Power Control Overview Product Range  IGBT Modules: Standard IGBT Modules, Power Integrated Modules (PIM) and Converter Inverter Brake (CIB) Modules  IPM Modules: molded Intelligent Power Module (IPM)  Discrete IGBTs  Driver ICs: standalone driver IC products for combination with IGBT modules and discretes  Power Stacks: Power module assemblies including heat sink, Driver IC and protective sensors/functions, etc. Core Competencies/ Value Proposition  High quality products and services  Leading edge technology and IP portfolio  System expertise with broad application competence  Strong worldwide presence with local sales and application support  Dedicated account teams and distributors Market Positions  No.1 in Discrete IGBTs with 24.7% market share  No.2 in IGBT modules with 20.5% market share  No.2 in IGBT semiconductor products (module & discretes) worldwide  No.1 in Europe  No.1 in China Source: IHS Research, September 2014 November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 28
  • 29. Power Components for Drive Control of Train Systems Infineon Parts High-Speed Trains Metro Trains  Power: 5 to 10MW per train  80 to 120 IGBT modules per train  Semiconductor content: ~ € 100,000 per train  Power: 0.5 to 1MW per train  25 to 50 IGBT modules per train  Semiconductor content: ~ € 10,000 per train November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 29
  • 30. Product Range Market Positions  Digital Control ICs, Drivers and Power Discretes for Voltage Regulators  LED Drivers  RF Diodes and Transistors, RF Power  Chips for Silicon Microphones, TVS Diodes  ASIC design solutions for authentication and battery management  Technology Leadership in Power & RF:  Energy Efficiency  Power Density, system size and weight reduction  Connectivity and reliable, clean Data Transmission for 50bn devices in 2020  Revolutionary Innovation made "easy to use"  Application centric Innovation  Integration competence: Power/RF, Digital Power, Discretes, chip embedding  System understanding drives more efficient power management Core Competencies/Value Proposition  No. 1 in Power Discretes with 10.1% market share (IHS: The World Market for Power Semiconductor Discretes & Modules – Aug. 2014)  No. 2 in Discrete MOSFETs with 12.3% market share (IHS: The World Market for Power Semiconductor Discretes & Modules – Aug. 2014)  No. 2 in Chips for Silicon Microphones with 30% market share (IHS: MEMS Microphones Report– April 2014)  No. 3 in RF Power Devices with 15 % market share (ABI Research: RF Power Amplifiers – March 2014) Power Management & Multimarket Overview November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 30
  • 31.  Efficiency values of 95% and higher  Technology leadership in silicon and silicon carbide products  Highest power density enabling best cost-performance ratios  Unique system solutions with MOSFETs, power ICs and driver products Computing Lighting Charger Mobile devices Cellular infrastructure Power Management Mobile Communications  Silicon Microphone sensor element with leading edge acoustic, electrical and quality performance  Excellent performance in ESD protection  Best-in Class Noise Figure in Low Noise Amplifier  Applicable for all standard frequencies of 2G, 3G, 4G (450 MHz to 2.7 GHz)  Industry leading power efficiency for LTE  Wide range of devices with power levels from 4 – 700 W  Best-in-class thermal performance Portfolio: MOSFETs, Power ICs, RF switches, LNAs, Si-Mics, TVS diodes, RF power Power Components for Servers and RF Devices Cellular Communication and Infrastructure November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 31
  • 32. Social Networks and Cloud Computing Driving Demand for Highest Efficient Power Supplies  Globally, we see one new data center per week with up to 100 MW of power consumption  Efficiency of power supply (AC/DC, DC/DC) of utmost importance.  DPM best solution for flexible load dynamics  Change in value chain: servers no longer from the shelf but designed by ODMs according to specification of data center operator Digital Power Management (DPM) Gaining Traction in Server Market  DPM opens the door for bundling with other products  Recent design win: Infineon offers DPM controllers along with driver ICs and MOSFETs to Taiwanese ODM CoolMOS™ OptiMOS™ Controller & Driver IC November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 32
  • 33. Power Semiconductors: Solutions for Efficient Energy Use November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 33
  • 34. Chip Card & Security Overview Product range  Innovative solutions from basic security RFID and memories to high-end security controllers (including the award winning SLE 78 family)  Contactless and contact-based security products for Communication, Payment, Government Identification, Transport, Access, Object Identification, Entertainment and Platform Security  Extensive packaging and service portfolio Market positions  No. 2 in the Microcontroller Smart Card IC market with 21,7%1 market share in CJ* 2013 by revenue  No. 2 in Payment with 28%3 market share in 2013  No. 2 in Government Identification with 32%4 market share in 2013  No. 1 in TPM; leading positions in Authentication ICs and Mobile Security ICs (secure elements in devices and on SIM cards) Core competencies & Value proposition  Tailored security: right level of security at the best cost-performance ratio  Contactless excellence: focus on interoperability and dual interface  Embedded control: right trade-off between computing power, power consumption, level of security and cost Source: 1,4IHS, July 2014; 2ABI, August 2014; 3May, Sep2014 IHS; IFX internal *Calendar year November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 34
  • 35. Infineon brings security to smart wearable devices  Boosted NFC Secure Element will be used in Watchdata Technologies’ new “Sharkey” smart wearable devices  “Sharkey” smart watch and wristband are not just personal sport management devices. Now they serve as secure bank cards and contactless tickets when taking public transportation  Boosted NFC provides high levels of security, certified by Common Criteria EAL 6+ as well as approval from EMVCo “The Secure Element from Infineon can be seamlessly integrated into our smart wearable device while providing sophisticated security functions and excellent contactless performance.” Jack Pan, Vice President, Watchdata Technologies Boosted NFC Secure Element for Watchdata’s new smart watch and wristband November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 35
  • 36. Infineon was recognized for its innovation leadership in China  Two awards from Blue Shield Cup Security Anti-counterfeiting Technology in China for Infineon’s SLE78 Integrity Guard and Flexible Mask Solution : • Innovation Award • Foreign-investment Enterprise  SLE78 security microcontroller is now officially applied by the Ministry of Foreign Affairs of China to the new generation electronic passports for diplomats and other government officials Infineon awarded by Blue Shield Cup Security Anti-counterfeiting Technology November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 36
  • 37. Semiconductor Technology Portfolio Technology portfolio fits needs of logic and power applications Digital CMOS: 800nm – 65nmTechnology Nodes (Platform <180nm incl. RF, AMS) Analog/Mixed Signal: 500nm – 180nm Technology Nodes (CxNA) eNVM: EEPROM: IMEMR, C9FL, OTP: C5OP (Automotive) eFlash/EEPROM: 250nm – 65nm CxFL (Chip Card), CxFLA, CxFLN (Automotive) HV-CMOS: 130nm, C11HV RF BiCMOS: 25GHz – 100GHz: B6HFC, B9COPT, B10C Bipolar IC: 2GHz...200GHz RF-Bipolar: BxHF SiGe: B7HFM, B7HF_SLC, B7HF200 HiPAC: Al/Cu Integrated Passives RF Switches: C7NP, C11NP P7Mxx, P7Dxx, P8Mxx Bipolar/Discretes/MMIC: RF-Transistors NF-TR; BxHF(D/M), SiGe: B7HFD/M, B7HF_SD Power Amplifier: LDMOS, LDxM, LDxIC, LD9AB RFMOS: HFM Diodes: NF-DI, Tuner: DxT, Schottky: DxS PIN: DxP Analog Bipolar: DOPL, Ax, BIPEP, B4C Analog BiCMOS: B6CA, B6CA-CT, B7CA, SPT170 500 - 350nm HV-CMOS-SOI Smart Power: 1200-130nm BIP/CMOS/DMOS SPTx (Automotive, EDP) (BCD) Smart: CMOS/DMOS, SMARTx, MSMARTx, SSMARTx, Opto-TRIAC, SPS Analog ICs: B6CA, B7CA Coreless Transformer Magnetic: BxCAS, C9FLRN_GMR Opto: OP-DI, OP-TR, OP-C9N, μ-modules DMOS: Low Voltage Trench MOSFET (OptiMOS™) HV-DMOS: Superjunction MOSFET (CoolMOS™) IGBT: Trench IGBT 600-6500V, rev. cond., fast recov. Diodes SiC: Diode, JFET Pressure: BxCSP, TIREPx Silicon-Microphones: DSOUND all of them adopted for automotive and industrial requirements MEMS/Sensors CMOS RF/Bipolar Power/Analog incl. Green Robust November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 37
  • 38. Package Technology Portfolio 1) for specialities only 2) phase-out Through Hole  TO, DIP SMD  TO  DSO  SSOP Leadless  ThinPAK  TDSON  TSDSON  CanPAK™  TISON  WISON  IQFN  HSOF High Power Power Modules  Easy  34mm  62mm  Econo  Econo- PACK™+  Prime- PACK™  IHM  IHV  Hybrid- PACK™ SMD leaded  SOT  SOD  TSOP  TSSOP Flat lead  TSFP  SC Leadless  TSLP  TSSLP  TSNP Wafer level  WLP  WLL Discretes Power Sensors Through Hole  PSSO SMD Leaded  DSOSP Open cavity  DSOF Mold on LF  P-MCCx Mold  P-Mx.x Chip on Flex  FTM UV Globe top  T-Mx.x PRELAM  PPxx Flip Chip  S-MFCx.x  S-COMx.x Wafer  Bumped  Diced Chip Card Leadframe based Packages Wafer Level Packages, Bare Die Surface Mount Technology (SMD) Wafer Level w/o redistribution  WLP (fan-in) w/redistribution  WLB (fan-in)  eWLB (fan-out)  Blade Bare Die Wirebond Flip chip Through Hole  DIP 2) SMD  PLCC 2)  TSSOP  TQFP  LQFP  MQFP Leadless  VQFN  WQFN  O-LQFN 1)  XSON  USON IC Power Laminate based Packages SMD  OCCN 1,2)  BGA  LBGA  xFBGA, xFSGA November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 38
  • 39. Table of Contents  Market and Business Development FY 2014  Business Focus  Segments, Products and Technology  General Company Information November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 39
  • 40. R&D Network in Europe Warstein Duisburg Bristol Augsburg Munich, Neubiberg Padua Villach Graz Regensburg Dresden Bucharest Linz November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 40
  • 41. Worldwide R&D Network (Excluding Europe) Malacca Kulim Morgan Hill Beijing Seoul Shanghai Bangalore Torrance Singapore November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 41
  • 42. Worldwide Manufacturing Sites Frontend and Backend Frontend Backend Morgan Hill Dresden Kulim Beijing Wuxi Batam Warstein Regensburg Villach Cegléd Malacca Singapore November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 42
  • 43. Sales Offices in Europe Moscow Stockholm, Kista Dublin Bristol Paris (Saint-Denis) Madrid Milan Zurich Vienna Erlangen Stuttgart, Ditzingen Munich, Neubiberg Hannover Warstein Duisburg Rotterdam Nuremberg Marseille Espoo Toulouse Großostheim Villach Cegléd November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 43
  • 44. Sales Offices Worldwide (Excluding Europe) São Paulo Kokomo Livonia Bangalore Seoul Singapore Lebanon Beijing Milpitas Melbourne, Blackburn Osaka Shenzhen Taipei Tokyo Nagoya Shanghai Hong Kong November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 44
  • 45. Corporate Social Responsibility Our Commitment United Nations Global Compact 10 Principles Human Rights Principle 1: support and respect the protection of internationally proclaimed human rights Principle 2: make sure they are not complicit in human rights abuses Labor Principle 3: uphold the freedom of association and the effective recognition of the right to collective bargaining Principle 4: uphold the elimination of all forms of forced and compulsory labor Principle 5: uphold the effective abolition of child labor Principle 6: uphold the elimination of discrimination in respect of employment and occupation Environment Principle 7: support a precautionary approach to environmental challenges Principle 8: undertake initiatives to promote greater environmental responsibility Principle 9: encourage the development and diffusion of environmentally friendly technologies Anti-Corruption Principle 10: work against corruption in all its forms, including extortion and bribery November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 45
  • 46. Corporate Social Responsibility Our Understanding CSR at Infineon comprises our voluntary commitment and contributions in the areas: November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 46
  • 47. Continuous Approach Corporate Social Responsibility: Successful CSR Approach UN Global Compact Infineon IMPRES *) since 2004 since 2005 Company Foundation Worldwide certified environmental management system according to ISO 14001 Dow Jones Sustainability Index since 2010 since 2011 oekom classification as „Prime“ since 2012  According to RobecoSAM, Infineon is among the top 15% most sustainable companies worldwide and therefore listed in the Sustainability Yearbook  RobecoSAM „Runners-up“ Award (2013) Energy Management System, integrated in IMPRES *) Sustainability Yearbook 2013 „ STOXX® Global ESG Leaders Indices 2014 November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 47
  • 48. Based on our efforts for resources management, safety and health standards, Infineon received the EN ISO 14001, OHSAS 18001 and ISO 50001* multi-site certification. Certifications Corporate Social Responsibility: Environmental Sustainability  We consume 20% less water to manufacture one cm² wafer than the global average1).  We consume 32% less electricity to manufacture one cm² wafer than the global average1).  We generate 47% less waste to manufacture one cm² wafer than the global average1). * ISO 50001 in major EU sites 1) According to "World Semiconductor Council” November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 48
  • 49. Our CO2 Footprint: Emissions Reduction Enabled by Our Products and Solutions CO2 savings2) More than 14.4 million tons CO2 burden1) 1.4 million tons Ratio 1:10 Net ecological benefit : round 13 million tons of CO2 emission reduction 1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, waste/waste water, direct emissions, energy consumption, waste, etc. and is based on internally collected data and externally available conversion factors. All data relates to the 2014 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 2013 and considers the following fields of application: automotive; lamp ballast control; PC power supply; renewable energy (wind, photovoltaic); and rives. CO₂ savings are calculated on the basis of potential savings of technologies in which semiconductors are used. The CO₂ savings are allocated on the basis of Infineon's market share, semiconductor content and lifetime of the technologies concerned, based on internal and external experts' estimations. Despite CO₂ footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear. November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 49
  • 50. Business Continuity ISO 27001 ISO 22301 ISO 14001 OHSAS 18001 ISO 50001 Business Continuity Integrated Management Loss & Fraud Investigations Real Estate & Facility Management Business & Operations Support Environmental Affairs, Sustainability & Energy Management Information Security & IT Security Management Corporate Social Responsibility Export Compliance Business Continuity Planning Security & Crisis Management Asset Protection November 27, 2014 Copyright © Infineon Technologies AG 2014. All rights reserved. Page 50