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Company PresentationAugust 2018

Infineon at a glance

Financials Market Position

Business Segments Employees

377 620 897 982 1208

FY 13 FY 14 FY 15 FY 16 FY 17

[EUR m]

Europe

15,650 employees

Around 37,500 employees worldwide(as of Sept. 2017)

Americas

3,850 employees

Asia/Pacific

18,000 employees

36 R&D locations17 manufacturing locations

Revenue Segment Result Margin

15.2%15.5%14.4%9.8%

3,843 4,320

5,7956,473

42%

10%

17%

31%

Automotive

(ATV)

Industrial Power

Control (IPC)

Chip Card &

Security (CCS)

Power Management & Multimarket (PMM)

Revenue FY 2017

# 2 # 1

Automotive Power Smart card ICs

# 1

Strategy Analytics,April 2018

IHS Markit,Technology Group,

August 2018

IHS Markit,Technology Group,

July 2017

7,063

17.1%

22018-08-01 Copyright © Infineon Technologies AG 2018. All rights reserved.

Global megatrends underline the increasing importance of microelectronics

Demographic & social change

Digital transformationUrbanization

Climate change & resource scarcity


Business growth in the semiconductor market is driven by four key trends

Energy efficiency

Mobility

Security

IoT & big data


The challenges of rising demand for energy and growing depletion of fossil resources call for smarter, more efficient ways of generating, transmitting and consuming energy. Semiconductors reduce the energy consumed by electronic devices, enabling systems that make the way we live and work greener. As the global leader in power semiconductors, Infineon's products and solutions allow energy to be generated more efficiently and from renewable sources.

Application examples

› Empowering the energy revolution: Leading power devices and subsystems for renewables and efficient energy transmission and storage

› Turning eMobility into reality: Innovative IC solutions for xEVs, eBikes and eScooters

› Ensuring uninterruptible power supplies:Power components for reliable UPS systems

› Optimizing performance: MCUs and power semiconductors for smart motor controls / drives

› Advancing the future of light: LED driver ICs, MOSFETs and sensors for lighting applications

Energy efficiency


Mobility


› Making mobility clean: Efficient semiconductors for electric drivetrains and CO2

reduction

› Making autonomous driving safe and reliable: Chip solutions for automated driving applications (from ADAS to autonomous driving)

› Making mobility smart: Broad product portfolio of sensors and security ICs for individual convenience and connectivity

Megatrends like demographic shifts, social change and urbanization are accentuating the need to manage rising public and private traffic volumes while mitigating the environmental and climate impact of this traffic. Sustainable, smart mobility solutions are essential given the growing scarcity of natural resources.

Through its semiconductors, Infineon is building more intelligence, responsiveness and autonomy into transport systems – enabling mobility solutions ranging from eBikes through hybrid and fully electric vehicles to underground and high-speed trains.


Security

In an increasingly digital world with more and more connected devices, people want to interact and communicate in a secure way that protects their data against theft and misuse. Securing electronic devices and infrastructures is a number one priority. Addressing this need for security is one of Infineon's key competencies.

With more than 30 years of experience in the security market, Infineon offers tailored and ready-to-use security solutions serving a wide range of applications from smart cards, passports and cars to new and emerging use cases.


› Securing eGovernment: Security solutions for electronic ID applications

› Building trust in security: Hardware-based security solutions for reliable device authentication and trusted computing

› Protecting smart factories: High-quality ICs and state-of-the-art encryption technologies for highly secure M2M communication

› Safeguarding connected cars: Advanced security solutions for connected mobility


IoT & big data

In today's digital world, more and more things are connected to the Internet. The volume of data generated, transferred and stored is rising day by day, so too is the need for high-speed and low-latency communication.

With its sensors, controllers, power devices and authentication products, Infineon enables smart, secure and power-efficient IoT solutions for smart devices, homes, cities, factories and vehicles. It provides cutting-edge power solutions for data centers and servers as well as leading RF chipsets supporting mission-critical infrastructures like 5G.


› Sensing the connected world: Highly reliable and precise sensors for automotive, industrial and general applications

› Implementing Industry 4.0: Innovative IC solutions for digital automation and robotics

› Driving hyper-scale data centers and cloud computing: Cutting-edge power usage effec-tiveness (PUE) for server farms and reliable TPM solutions to secure data in the cloud

› Enabling smart infrastructures: Advanced semiconductor solutions for smart cities, smart grids and next-gen wireless communication


Our strategy is targeted at value creation through sustainable profitable growth

Average-cycle financial targets

~9% p.a.Revenue growth

~17%+Segment Result margin

~15%Investment-to-sales

(thereof capex*: ~13%)

* Infineon reports under IFRS

System leaderin automotive

#1; system and technology leader

Broad RF and sensor technology

portfolio

Leader insecurity solutions

Auto Power RF Security

›Focus on fastest growing segments of semi market

›Tackle global megatrends

›Leverage core competencies in different end markets to maximize ROI

›Create value for customers through system understanding

Focus Technology leadership System understanding


Top positions in all major product categories

Source: Based on or includes content supplied by IHS Markit, Technology Group, “Power Semiconductor Annual Market Share Report”, August 2018

Source: Based on or includes content supplied by IHS Markit, Technology Group, “Smart Cards Semiconductors Report”, July 2017

Source: Strategy Analytics, “2017 Automotive Semiconductor Vendor Share”, April 2018

Automotivesemiconductors

total market in 2017: $34.5bn

2.6%

2.7%

2.7%

4.8%

5.5%

7.1%

8.0%

10.0%

10.8%

12.5%

ADI

Toshiba

Rohm

ON Semi

Bosch

STMicro

TI

Renesas

Infineon

NXP

Microcontroller-based

Smart Card ICs


9.3%

10.5%

16.2%

24.2%

24.8%

CEC Huada

STMicro

Samsung

NXP

Infineon

Power discretesand modules



2.4%

2.5%

3.7%

4.0%

4.3%

4.6%

4.9%

5.0%

8.9%

18.6%

Semikron

Rohm

Fuji

Renesas

Vishay

Toshiba

Mitsubishi

STMicro

ON Semi

Infineon

The outlook for the global semiconductor market remains positive

Source: WSTS for historical data. Forecast: of WSTS, IHS Markit Technology Group, Gartner, IC Insights; last update July 16, 2018

Forecast revenue rangeMarket size (revenue)

Global Semiconductor Market

Market size in billion US-Dollar


Infineon benefits from fast growing segments automotive and industrial

2.5%

3.3%

4.4%

6.2%

7.4%

8.4%

8.6%

Chip Card ICs***

Communications

Consumer

Total Semi Market

Industrial

Data Processing

Automotive

* Market size in calendar year 2017** Source: Based on or includes content supplied by IHS Markit, Technology Group, “Worldwide Semiconductor Shipment

Forecast”, June 2018*** Source: ABI Research, “Secure Smart Card & Embedded Security IC Technologies”, February 2018; Microcontroller ICs

CAGR 2017 – 2022** by Semiconductor Industry Segment

$40bn*

$49bn*

$148bn*

$38bn*

$430bn*

$155bn*

$3.3bn*

Infineon core business


Financial Year 2017:Revenue Split by Segment

FY 2017 Revenue: € 7,063 m

* Other Operating Segments; Corporate & Eliminations

Chip Card& Security

Automotive

PowerManagement & Multimarket

Industrial Power Control

€ 2,989m

€ 708mOOS+C&E*

€ 12m

€ 1,206m

€ 2,148m

42% 17%

31%10%


Infineon GroupResults for FY 2016 and FY 2017

Segment Result (SR) 982 1,208

[€ Million] 2016 2017

Net Income 743 790

SR Margin 15.2% 17.1%

Investments 826 1,022

Free Cash Flow 490 594

Market capitalization* ~17,987 ~24,167

Net Cash 471 618

Revenues NetIncome

Revenues 6,473 7,063

*share price as of September 30th, 2016: 15.88 Euro; share price as of September 30th,2017: 21.27 Euro

FY16 FY17 FY16 FY17

790

6,473

743

7,063

+9%


Infineon GroupResults for Q2 FY18 and Q3 FY18

Segment Result (SR) 314 356

Net Income 457 271

SR Margin 17.1% 18.3%

Gross Cash Position 2,438 2,621


Net Cash Position 649 792


271

1,836

457

Q2 FY18 Q3 FY18

1,941

+6%

Revenues Net Income

[€ Million] Q2 18 Q3 18


Infineon GroupResults for Q3 FY17 and Q3 FY18

Segment Result (SR) 338 356

Net Income 253 271

SR Margin 18.5% 18.3%

Gross Cash Position 2,217 2,621


Net Cash Position 358 792


+6%

Revenues Net Income

271

1,831

253

Q3 FY17 Q3 FY18

1,941

[€ Million] Q3 17 Q3 18


Revenue by SegmentQ3 FY2018

ATV IPC CCSPMM

[EUR m] [EUR m] [EUR m] [EUR m]

766736

770811 836

321 328296 317

349

557 573545 543

580

185 181 162 164 175

120 109 103 116 120 55 60 48 62 71 129 126 107 108137

34 33 25 27 29

Q3FY17

Q4 Q1FY18

Q2 Q3 Q3FY17

Q4 Q1FY18

Q2 Q3 Q3FY17

Q4 Q1FY18

Q2 Q3 Q3FY17

Q4 Q1FY18

Q2 Q3

Revenue Segment Result Segment Result Margin in %

+9%

+4%

14.314.4%15.7 14.8 13.4

18.3 16.217.1 20.319.6

16.616.5

19.6

-5%

18.2

22.0 19.9 23.623.2

18.4 15.4

+9%


Revenue split by regionsFY 2016 and FY 2017

Americas

13%12%

Europe, Middle East,Africa (EMEA)

33%32%

Asia / Pacific

48%49%

Japan

6% 7%

15% 15%therein: Germany

24% 25%therein: China

FY 2016 FY 2017

therein: USA

10% 10%


Close customer relationships are based on system know-how and app understanding

Distribution partnersEMS partners

ATV IPC CCSPMM


Automotive: We shape the future of mobility with microelectronics enabling clean, safe and smart cars.

› Clean combustion engines

› Efficient energy management

› Electrified drivetrain

› Occupant and pedestrian protection

› Collision avoidance

› Advanced driver assistance

› Individual convenience

› Secure connectivity, data integrity and privacy

Clean Safe Smart


Industrial Power Control: We empower a world of unlimited energy.

› General purpose drives

› Medium voltage drives

› Servo drives

› Elevators

› Refrigerators

› Air conditioners

› Washing machines

› Wind power plants

› Solar power plants

› High-voltage direct current trans-mission (HVDC)

Drives

› High speed trains

› Locomotives

› Subway

› Light rails

Home Appliances Renewables Traction


ComputingMobile devices

Cellular infra-

structureChargerLighting

Power Management Radio Frequency & Sensing

Power Management & Multimarket:We drive leading-edge power management, sensing and data transfer capabilities.

Sensing

High Reliability

SpaceAviation/ Defense

Medical ICD

Hi-Temp./Heavy Industry

MOSFETs, Power ICs, RF switches, LNAs, Si-Mics, RF Infrastructure, Radar ICs, Environmental

Sensors

mmW/Radar


Chip Card & Security: We deliver security for the connected world.

Smart Cards Embedded Security

› Smart card payment

› Electronic passports and ID documents

› SIM cards for mobile communication

› Transport ticketing

› Mobile device security and payment

› Information and communications technology (ICT) security

› Industrial and automotive security

› IoT connected device security


Product range

Industrial Power Control (IPC)

› Bare die business

› Discrete IGBTs

› Driver ICs

› IGBT modules (high-power, medium-power, low-power)

› IGBT module solutions incl. IGBT stacks

› Silicon carbide modules

Power Management & Multimarket (PMM)

› Control ICs

› Customized chips (ASICs)

› Discrete low-voltage and high-voltage power transistors

› GPS low-noise amplifier

› Low-voltage and high-voltage driver ICs

› MEMS and ASICs for silicon microphones

› Pressure sensors

› Radar sensor ICs (24 GHz, 60 GHz)

› RF antenna switches

› RF power transistors

› TVS (transient voltage suppressor) diode

Chip Card & Security(CCS)

› Contact-based security controllers

› Contactless security controllers

› Dual-interface security controllers (contact-based and contactless)

› Embedded security controllers

Automotive(ATV)

› 32-bit automotive microcontrollers for powertrain, safety and driver assistance systems

› Discrete power semiconductors

› Magnetic and pressure sensors

› IGBT modules

› Power ICs

› Radar sensor ICs (77 GHz)

› Transceiver (CAN, LIN, Flex Ray™)*

› Voltage regulators

*FlexRay is a trademark licensed by FlexRay Consortium GbR Status: 30 September 2017


Our global R&D network

Melaka

Ipoh

Beijing

Morgan Hill

Seoul

Shanghai

BangaloreTorrance

WarsteinDuisburg

Bristol

Augsburg

Munich

Padua

Villach

Graz

RegensburgDresden

Bucharest

Linz

Warwick

Tewksbury Karlsruhe

Le Puy-Sainte-Réparade

Pavia

Herlev

El Segundo

San José

Leominster

Chandler

Singapore

Reigate

Manila

Mesa

Status: 30 April 2018

Nijmegen

Xi’an


Worldwide manufacturing sites frontend and backend

Dresden Beijing

Wuxi

BatamCegléd Melaka

KulimLeominsterSan Jose

Mesa

TijuanaTemecula

Singapore

Cheonan

Regensburg Villach

Warstein

Frontend Backend Status: 30 April 2018


Our global sales network

São Paulo

Kokomo

Livonia

Bangalore

Seoul

SingaporeLebanon Beijing

Milpitas

Blackburn(Melbourne)

Osaka

Shenzhen

Taipei

Tokyo

Nagoya

Hong Kong

Shanghai

Rotterdam

Milan

Stuttgart

Paris

Warstein

Madrid

Dublin

Bristol

Stockholm

Espoo

Moscow

Villach

Erlangen

Zurich

Munich

Hanover

Frankfurt

Xi'an

El Segundo

Istanbul

Barcelona

Duisburg

Leominster

Hayward

Morrisville Karlsruhe

Vienna

Status: 30 September 2017

Toulouse

Warsaw

Reigate


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 voluntarily committed to the 10 Principles.

› Infineon is for the 8th time listed in the Sustainability Yearbook.

› Infineon is continuously listed in the Dow Jones Sustainability Index since 2010 and for the third time in the Dow Jones Sustainability World Index in 2017 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.


Corporate Social Responsibility We are excellent in resources efficiency

About 28% less water consumed per square centimeter manufactured wafer than the global average

About 47% less electricity consumed per square centimeter manufactured wafer than the global average

About 53% less waste generated per square centimeter manufactured wafer than the global average

At Infineon, less is more

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 accordingto WSC definition.

-47% -28% -53%


Business Continuity Integrated management

Business ContinuityISO 27001* ISO 50001**

ISO 14001* OHSAS 18001*

Loss & Fraud Investigations

Real Estate& Facility

Management

Business & Operations

Support

Environmental Affairs,

Sustainability & Energy

Management

Information/IT Security &

Data Protection

Corporate Social

Responsibility

Export Compliance

BusinessContinuityPlanning

Security & Crisis

Management

Asset Protection

*ISO 27001/14001/OHSAS 18001 worldwide certification scheme; ** ISO 50001 certified at EU sites


Let's get connected

www.facebook.com/infineon

https://plus.google.com/

www.twitter.com/infineon www.youtube.com/infineon

www.xing.com/infineon

www.infineon.com/linkedin

CUSTOMERS PRESS

INVESTORS CAREERS


http://www.infineon.com/cms/en/about-infineon/investor/

http://www.infineon.com/cms/en/about-infineon/press/

http://www.facebook.com/infineon

https://plus.google.com/108077162246329588666

http://www.twitter.com/infineon

http://www.youtube.com/infineon

https://www.xing.com/company/infineon

http://www.infineon.com/linkedin

http://www.facebook.com/infineon

http://www.google.com/+infineon


http://www.twitter.com/infineon


http://www.youtube.com/infineon

http://www.infineon.com/cms/en/careers/

http://www.infineon.com/

Disclaimer

Specific Disclaimer for IHS Markit reports, data and information referenced in this document:

The IHS Markit reports, data and information referenced herein (the "IHS Markit Materials") are the copyrighted property of IHS Markit Ltd. and its subsidiaries (“IHS Markit”) and represent data, research, opinions or viewpoints published by IHS Markit, and are not representations of fact. The IHS Markit Materials speak as of the original publication date thereof and not as of the date of this document. The information and opinions expressed in the IHS Markit Materials are subject to change without notice and neither IHS Markit nor, as a consequence, Infineon have any duty or responsibility to update the IHS Markit Materials or this publication. Moreover, while the IHS MarkitMaterials reproduced herein are from sources considered reliable, the accuracy and completeness thereof are not warranted, nor are the opinions and analyses which are based upon it. IHS Markitand the trademarks used in the data, if any, are trademarks of IHS Markit. Other trademarks appearing in the IHS Markit Materials are the property of IHS Markit or their respective owners.


company presentation - universitaperta-unipd.it · ›sensing the connected world: highly reliable...

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