Infineon Technologies Ag · XETR:IFX
Infineon Technologies — CeBIT 2006
36 slides from Infineon Technologies's conference presentation, Mar 9, 2006
Slide 1: CeBIT: Automotive, Industrial & Multimarket
CeBIT Automotive, Industrial & Multimarket Hanover, March 09, 2006 Infineon Peter Bauer Member of the Management Board CeBIT 2006-03-09 Peter Bauer Slide 1 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 2: Disclaimer
Disclaimer Please note that while you are reviewing this information, this presentation was created as of the date listed, and reflected management views as of that date. This presentation contains certain forward-looking statements that are subject to known and unknown risks and uncertainties that
Slide 3: Table of Contents
Table of Contents Global Trends Automotive Business Industrial Business Technology, Manufacturing, Customer Focus Questions & Answers CeBIT 2006-03-09 Peter Bauer Slide 3 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 4: Global Trends
Global Trends Automotive Business Industrial Business Technology, Manufacturing, Customer Focus Questions & Answers CeBIT 2006-03-09 Peter Bauer Slide 4 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 5: Pollution, Fuel Consumption and Safety
Polution and Fuel Consumption: ! increased efficiency and reduced emissions Safety: Accidents & Fatalities (example: Germany) 500.000 20.000 400.000 15.000 300.000 9449 7503 10.000 200.000 5750 100.000 5.000 0 0 1995 2000 2004 CeBIT 2006-03-09 Peter Bauer Slide 5 Innovation for safer and economic mo
Slide 6: Increased Energy Demand, Limited Natural Resources
Increased Energy Demand ! In 2004 the worldwide energy consumption increased by 4.3% - China consumption increased by 15.1% Germany 3% USA Worldwide 23% energy consumption (2004) China BP World Others 14% Energy Report 60% Limited Natural Resources ! In the current energy crisis oil prices have reac
Slide 7: Networked Society and Government Regulations
Networked Society ! individual privacy ! corporate property protection Government Regulations ! biometric passports ! health cards Protection of privacy and investment CeBIT 2006-03-09 Peter Bauer in the information society Slide 7 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 8: The Integration Challenge, Shorter Innovation Cycles
The Integration Challenge ! consumer, computing and communication systems converge Shorter Innovation Cycles ! with high complexity ! with new system partitioning Enabling customer visions through CeBIT 2006-03-09 Peter Bauer Slide 8 IP and technology integration Copyright © Infineon Technologies 20
Slide 9: Highly Populated Asian Markets
Highly Populated Asian Markets " booming economy " huge purchasing power New Regional Trends " lead market for personal mobility Participation in the growth CeBIT 2006-03-09 Peter Bauer Slide 9 of the Asian continent Copyright © Infineon Technologies 2006. All rights reserved.
Slide 10: Global Society Development Provides Solid Profitability and Growth
The Development of The Global Society Will Continue to Provide Solid Profitability and Growth in Our Businesses AIM Vision ! Innovation for safer and more economical mobility. ! Saving energy, managing electrical power for environmental protection. ! Protection of privacy and investment in the infor
Slide 11: AIM Revenue Development per Region
AIM Revenue Development per Region: IFX Successfully on Its Way to a Worldwide Player 100% Japan AIM Regional Position NAFTA ! APAC: Fast growing 80% Asian market esp. for power management and APAC consumer applications. 60% ! Europe: Germany and Europe as innovation Europe driver for automotive app
Slide 12: Automotive Business
Global Trends Automotive Business Industrial Business Technology, Manufacturing, Customer Focus Questions & Answers CeBIT 2006-03-09 Peter Bauer Slide 12 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 13: Light Vehicle Production and Automotive Semiconductor Market CAGR
CAGR for Light Vehicle Production: 4% CAGR for Automotive Semiconductor Market: 8% Light Vehicle Production Automotive SC Market in in kk units units in in million million USD USD CAGR CAGR CAGR CAGR 80.000 4% 75.998 25000 8% 23.372 4% 8% 2083 70.000 13.583 63.573 1616 5% 20000 16% 1389 60.000 10.61
Slide 14: Infineon Focuses on Major Growth Markets in Automotive Semiconductors
Infineon Focuses on the Major Growth Markets in Automotive Semiconductors Automotive SC Market 23.372 What Infineon provides: in million USD 2083 CAGR CAGR 8% 8% Sensors: Sensors: 2.728 TPMS, TPMS, Radar, Radar, Magnetic, Magnetic, 650 Wireless Wireless Control, Control, Pressure, Pressure, 16.302 6
Slide 15: Key Innovations: Engine and Transmission Control Based on TriCore
Key Innovations: Engine and Transmission Control Based on TriCoreTM Infineon's Tricore 32-bit Controller ! Highest performing 32-bit ! embedded Control MCU family in automotive market ! First eFlash in 130nm in volume ! ! Embedded realtime performance + ! DSP in one chip ! Extremely fast interrupt r
Slide 16: Key Innovations: Electrical Power Steering
Key Innovations: Electrical Power Steering (EPS) Application Trends Infineon Solution ! ! Reduced Reduced installation installation costs, costs, complete complete ! ! Leading Leading in in driver driver ICs ICs and and MOSFETs MOSFETs module module can can be be tested tested atat supplier supplier
Slide 17: Key Innovations: Tire Pressure Monitoring Systems
Key Innovations: Tire Pressure Monitoring Systems Key Trends ! ! Further Further integration integration of of functionality functionality TPMS Modul through through advanced signal processing. advanced signal processing. ! Increased ! Increased robustness. robustness. ! Standardized ! Standardized
Slide 18: Components for Hybrid Electric Vehicles by Infineon
Components for Hybrid Electric Vehicles by Infineon: Strength in Automotive and High-Power Motor Control Unit Hybrid Control Unit ! Power supply ! Power supply ! Transceivers ! Transceivers DC/AC Converter ! Microcontroller (e.g. TC1766) ! Driver IC's ! Power modules – IGBT's, diodes ! HAL-Sensors (
Slide 19: Key Innovations: Hybrid Electrical Vehicles
Key Innovations: Hybrid Electrical Vehicles Power semiconductors ! Leading trench-fieldstop technology (IGBT³) ! CoolMOS best in class MOSFET Infineon’s Interconnection technology Product Offering value ! Durable wedge bonding with 30-500µm Al ! Void-free large area soldering proposition Packaging t
Slide 20: Industrial Market Benefits from Automotive Expertise
The Industrial Market Benefits from Infineon’s Long-time Automotive Expertise Automotive Industrial Automotive ExcellenceTM Automotive Excellence TM:: Most Most High High quality quality products products and and comprehensive comprehensive quality quality program program inin services, services, e.
Slide 21: Industrial Business
Global Trends Automotive Business Industrial Business Technology, Manufacturing, Customer Focus Questions & Answers CeBIT 2006-03-09 Peter Bauer Slide 21 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 22: The Industrial Market is Very Fragmented
The Industrial Market is Very Fragmented, Regarding Market Players, Applications and Requirements 2,785.3 2,469.4 2,191.0 2,247.4 Worldwide 1,450.7 2,270.1 semionductor market 2004 Industrial SC 1,897.4 9% market 2004 1,753.5 1,286.8 ~ USD 20 bn 1,576.8 USD 214 bn Automation Drives Environment, Buil
Slide 23: Infineon is #4 in Industrial Semiconductors
Infineon is #4 in Industrial Semiconductors Rank Market Did you know that … Supplier 2004 Share 1 Texas Instruments 6.7% … we are no. 1 with standard IGBT for 2 STM 5.3% drives? 3 Toshiba 5.2% … we are no. 1 4 Infineon 4.7% semiconductor 5 Analog Devices 4.3% supplier for traction? 6 NEC Electronics
Slide 24: Current Microcontroller Portfolio Suited to Target Markets
Our Current Microcontroller Portfolio is Well Suited to Address Our Target Markets Target Key success factors Product families applications for target applications Automotive Automotive C5xx, C8xx, XC8xx 8-bit 8-bit $ Leading real-time performance C16x, XC16x Industrial Industrial $ Outstanding 16-b
Slide 25: Global Power Semiconductor Market Development by Region
Global Power Semiconductor Market: Market Development by Region Overall CAGR: 8.3 % Americas 2004 2003 1. IR 14.9% 15.4% Japan ~ one 2. Infineon 11.4% 10.9% 20000 third of Asian EMEA Americas Asia 3. ON Semi 9.1% 8.7% Revenue (US$ m) market* 4. STM 7.9% 6.6% 15000 5. Vishay 6.7% 5.5% 10000 5000 EMEA
Slide 26: Key Innovations: Flat Panel Displays and Computing
Key Innovations: Flat Panel Displays and Computing Products using CoolMOSTM CoolMOS – the ultimate high-voltage power MOSFET ! New technological standard in high-voltage ! MOSFETs. ! Enables a significant reduction of conducting ! and switching losses. ! Extremely reduced heat generation. ! ! Larges
Slide 27: Power Supplies for Graphics Cards with OptiMOS 2
Key innovations: Power Supplies for Graphics Cards with OptiMOS 2 OptiMOS 2 in Graphics Card Applications Photo: NVIDIA GeForce 7800 GTX F ! ! Increasing Increasing graphics graphics processor processor performance performance requires requires higher higher power power High end: 2005 density. densi
Slide 28: Key Innovations: Induction Heating with IGBT
Key Innovations: Induction Heating with IGBT Induction heating with IGBTs ! Reverse Conducting IGBT ! –– IGBT's IGBT's based based on on Infineon TrenchStopTM Infineon TrenchStop TM technology technology with with integrated integrated backside backside diode diode lead lead to to highest highest ef
Slide 29: Controlling Power With Power Semiconductors, Modules and Microcontrollers
Controlling Power With Power Semiconductors, Power Modules and Microcontrollers Power Power Power Power Power Power Micro- Micro- Discretes Discretes Modules Modules ICs ICs controllers controllers ! Thyristor & ! EasyPIM ! EiceDrive ! 8-bit µCs Distributed Distributed Diodes ! EasyPACK ! 16-bit µCs
Slide 30: Technology, Manufacturing, Customer Focus
Global Trends Automotive Business Industrial Business Technology, Manufacturing, Customer Focus Questions & Answers CeBIT 2006-03-09 Peter Bauer Slide 30 Copyright © Infineon Technologies 2006. All rights reserved.
Slide 31: Frontend Fab Locations for Power Logic
Infineon's Frontend Fab Locations for Power Logic: Global Technology and Manufacturing Competence Regensburg Villach, Austria Production Production and and Production Production and and development development development development of of Power, Power, RF, RF, BiCMOS, BiCMOS, of of Power, Power, Mi
Slide 32: Package Development and Manufacturing Core Competence
Package Development and Manufacturing Core Competence Power Discretes Sensors High Power Chip Card Plants Plants Plants Plants Plants Plants Plants Plants Plants Plants ! Malacca ! Malacca ! Malacca ! Malacca ! Regensburg ! Regensburg ! Warstein ! Warstein ! Regensburg ! Regensburg ! Wuxi ! Wuxi ! S
Slide 33: Automotive Excellence Program Drives Strong Quality Focus
AIMs Automotive Excellence Program Drives Strong Quality Focus 1,5 1,2 Numbers of failures in the field 1 per million of components sold* 0,51 0,5 0,26 0,19 0,12 0,02estimated 0 CeBIT 2006-03-09 * 2000 2001 2002 2003 2004 2005 Peter Bauer Slide 33 * IFX AIM - internal data Copyright © Infineon Techn
Slide 34: Examples of Recent Customer Appreciation
Examples of Recent Customer Appreciation Supplier of the Year 2004 Award for Quality, Logistics, Flexibility. First semiconductor company ever receiving this award. Best Supplier Award 2005 for Technology, Quality, Response time, Delivery and Cost among 153 suppliers. Best Supplier Award for Quality
Slide 35: Cornerstones of the AIM Strategy
Cornerstones of the AIM Strategy ! All fabs state-of-the-art in 8“; streamlined mix of processes Productivity ! Closure of Perlach; new fab in Kulim, Malaysia ! Company-wide gross margin improvement program ! IGBT technology leadership ! Unique SiC and CoolMOS (high voltage MOSFET) Technology techno
Slide 36: Never stop thinking.
Never stop thinking. CeBIT 2006-03-09 Peter Bauer Slide 36 Copyright © Infineon Technologies 2006. All rights reserved.