Infineon Technologies Ag · XETR:IFX
Infineon Technologies — Investor Day (October 2021)
17 slides from Infineon Technologies's investor day presentation, Oct 5, 2021
Slide 1: The Big Picture – IFX Day 2021
The Big Picture IFX Day 2021 virtual format, 5 October 2021 1
Slide 2: Since 1999, Infineon has grown by ~10% p.a., outperforming the semiconductor market
Since 1999, Infineon has grown by ~10% p.a., thereby consistently outperforming the semiconductor market Revenues CAGR (FY99 – FY20): 9.8% Semiconductor World Market CAGR (FY99 – FY20): 5.7% Profitability1 FY09 – FY11: FY12 – FY14: FY15 – FY17: F18 – FY20: (3y-average Segment Result Margin) 9.5% 12.
Slide 3: Sustained market leadership based on key success factors
Sustained market leadership based on key success factors – building the foundation of our future success System understanding & solution expertise › Early understanding of changing market demands › Translating what is technologically possible into marketable products according to customer needs Outs
Slide 4: Global megatrends lead to tectonic technology shifts; xEV and renewable energies
Global megatrends lead to tectonic technology shifts; examples: xEV and renewable energies Climate change & Demographic & Urbanization Digital transformation resource scarcity social change Number of BEV + PHEV sales1 Installed PV power2 36m ~4,200 GW 9x 5x ~800 GW 4m 0 40 GW 2010 2020 2030 2010 202
Slide 5: Global megatrends lead to tectonic technology shifts; assisted driving and IoT
Global megatrends lead to tectonic technology shifts; examples: assisted driving and IoT Climate change & Demographic & Urbanization Digital transformation resource scarcity social change Sales of cars equipped with ADAS (L1 or higher)1 Number of new IoT connections p.a.2 ~2x 69m 20bn ~3.5x 37m 6bn
Slide 6: Two secular themes: Electrification and Digitalization
Two secular themes: Electrification and Digitalization Electrification › CO2 saving › Energy efficiency Digitalization › Cost saving › Productivity › Comfort › New use cases 2021-10-05 Copyright © Infineon Technologies AG 2021. All rights reserved. 6
Slide 7: Numerous applications are getting electrified and/or digitalized
Numerous applications are getting electrified and/or digitalized – creating a much bigger playing field for Infineon Digitalization autonomous IoT AI-enabled smart edge device smart city drone machines health care digital warehouse robo taxi smart TV bright smart wearables cobot robot smart speaker
Slide 8: Infineon is shaping Electrification and Digitalization by innovative technologies
Infineon is shaping Electrification and Digitalization by innovative technologies enabling advanced solutions Digitalization neural network, edge IoT (sensor + MCU autonomous AI capabilities CMOS radar + NV memory + connectivity combo + security + software) 32-bit multi-core MCU Wi-Fi system-on-chip
Slide 9: By continuously pushing technology limits, Infineon is uniquely positioned
By continuously pushing technology limits, Infineon is uniquely positioned to shape Electrification and Digitalization Major milestones in Electrification Major milestones in Digitalization Launch of CO2 and 3D ToF sensors Development of radar Acquisition of International sensor ICs (24/60/77 GHz) L
Slide 10: What we achieved in the past two decades in power semiconductors
What we achieved in the past two decades in the field of power semiconductors › Global leader in power systems › 2x as big as number two in the total power semiconductor market › Unmatched portfolio of modules and packaging technologies › Quality leadership › Broad portfolio in innovative wide-bandg
Slide 11: Product-to-System (P2S): our overarching strategic approach
Product-to-System (P2S): our overarching strategic approach for profitable growth and for making our customers more successful IoT & Consumer Industrial Customer Applications system Automotive Computing IoT platforms Development networks Ecosystem Services Partnerships Industrial associations P2S De
Slide 12: Infineon is exposed to an increasing number of structural growth drivers
Infineon is exposed to an increasing number of structural, long- duration growth drivers for the coming decade Electromobility xEV HMI (human-machine interaction) Significance for Infineon ADAS/automated driving Data center – power management From IFX Day 2018 Battery-powered applications Consumer I
Slide 13: The intelligent world is arriving
The intelligent world is arriving – the fusion of present, new and emerging technologies promises new possibilities and opportunities Urban Mobility Data Security Human Machine Interaction Smart and autonomous systems incl. AI Network of green energies Smart Health Blockchain Ubiquitous IoT Quantum
Slide 14: Profitable growth journey since 1999 – from technology to solution provider
Profitable growth journey since 1999 – from technology to solution provider Unique position to shape Electrification and Digitalization › Global leader in power systems › Transformational Cypress acquisition to drive IoT Product-to-System (P2S) is the foundation of our future success Multitude of lo
Slide 15: Resilient through-cycle Target Operating Model
Infineon’s value creation is crystallized in a resilient through-cycle Target Operating Model Target Operating Model1 Revenue growth 9%+ Segment Result Margin 19% Investment-to-sales 13% 1 Infineon financial performance to approach targets as Cypress integration progresses 2021-10-05 Copyright © Inf
Slide 16: Preliminary figures for FY21 and indicative outlook for FY22
Preliminary figures for FY211 and indicative outlook for FY221 Preliminary FY211 Indicative outlook FY222 Revenue ~ €11.0bn mid-teens % increase Segment Result Margin > 18% ~ 20% Investments ~ €1.6bn ~ €2.4bn D&A3 €1.5bn - €1.6bn ~ €1.7bn Free cash flow ~ €1.5bn ~ €1.0bn 1 Preliminary unaudited figu
Slide 17: Infineon – Part of your life. Part of tomorrow.
Cinfineon Part of your life. Part of tomorrow.