Infineon Technologies AG · XETR:IFX
Infineon Technologies — Corporate Update (February 2006)
20 slides from Infineon Technologies's corporate update, Feb 10, 2006
Slide 1: The future of communications
The future of communications February 10, 2006 Infineon Prof. Dr. Hermann Eul Member of the Infineon Management Board Business Group Communication Solutions Future of communications Feb 10, 2006 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: Four Hot Topics in the Wireless Communication Market – Infineon Drives Them All
Four Hot Topics in the Wireless Communication Market – Infineon Drives Them All HSDPA Cellular ULC HSDPA enabled mobile ULC ("Ultra-Low-Cost") phones to increase from 10 phones to represent 12% of million in 2007 to more than worldwide mobile phone 300 million by 2010* sales by 2010 compared to
Slide 4: Growth Drivers: HSDPA, WCDMA, EDGE and ULC
Growth Drivers: HSDPA, WCDMA, EDGE and ULC Mobile phone market development [Units m] 1170 1222 1109 945 1038 823 HSDPA / WCDMA / EDGE 681 WCDMA / EDGE EDGE GSM / GPRS CDMA CY04 CY05 CY06 CY07 CY08 CY09 CY10 Source: Strategy Analytics, January 2006 Mobile phone sales by price-tier 100% High 80% Mid 6
Slide 5: 3GSM 2006: Infineon Provides All Key Elements of HSDPA Solution
3GSM 2006: Infineon Provides All Key Elements of HSDPA Solution HSDPA multimedia baseband S-GOLD 3H One-chip 3 One-chip HSDPA HSDPA // WCDMA WCDMA // EDGE EDGE solution solution 7.2 7.2 Mbit/s Mbit/s baseband baseband Video Video telephony telephony and and streaming streaming without wi
Slide 6: Infineon Introduces HSDPA Platform
Infineon Introduces HSDPA Platform HSDPA multimedia platform HSDPA data rates up to 7.2 Mbit/s Enabling broadband multimedia applications: – Video streaming – High-speed audio/video download Infineon provides complete solution: 3 All key hardware components HSDPA market development 3 Ref
Slide 7: Panasonic and Vodafone Selected Infineon's 3G Platform
Panasonic and Vodafone Selected Infineon's 3G Platform Infineon's 3G platform Ramp-up expected 2H CY06 Infineon provides multimedia baseband, RF transceiver, power management, connectivity solutions, reference design and software < 200 electronic components Low eBoM 3G market develop
Slide 8: Several OEMs Selected Infineon's EDGE Platform
Several OEMs Selected Infineon's EDGE Platform Infineon's EDGE platform Ramp-up expected 2H CY06 Infineon provides multimedia baseband, RF transceiver, power management, connectivity solutions, reference design and software PCB footprint < 12.5cm² Low eBoM EDGE market development Des
Slide 9: Several Design Wins for RF / Baseband Single-Chip EGOLDradio
Several Design Wins for RF / Baseband Single-Chip "EGOLDradio" Infineon's ULC1 platform Ramp-up expected 1H CY06 Infineon provides RF / Baseband single-chip, power management, reference design and software < 100 electronic components PCB footprint < 9cm² ULC phone BoM < 20USD ULC
Slide 10: Infineon's New Single-Chip Generation Drives Further BoM Reduction
Infineon‘s New Single-Chip Generation Drives Further BoM Reduction ULC1 ULC2 EGOLDvoice: EGOLDradio: RF + Baseband RF+Baseband + Power Management single-chip + SRAM single-chip ≥ 20% BoM reduction < 9 cm2 PCB size area 4 cm2 < 100* PCB components < 50 < $ 20 Phone BoM < $ 16 Future of communications
Slide 11: Competitive Mobile Phone Platform Offering Leads to Several Design Wins
Competitive Mobile Phone Platform Offering Leads to Several Design Wins Complete offering from 2G to 3.5G Design wins Software Customer Platform Ramp- up APOXI reference MMI Applications APOXI framework OEM GSM ULC 1H CY06 Protocol stack OEM GSM ULC 2H CY06 Realtime operating Hardware driver system
Slide 12: Expanding RF Customer Base Through RF CMOS Leadership
Expanding RF Customer Base Through RF CMOS Leadership No. 1 in RF with approximately 200 million RF chips sold in CY05 Several 3G and EDGE mobile phone platforms ramping up in 2H CY06 will be based on our CMOS transceivers SMARTi SMARTi 3GE 3GE SMARTi SMARTi 3G 3G SMARTi SMARTi PM PM HSDPA H
Slide 13: Growth Driver: Connectivity
Growth Driver: Connectivity Growth driver Infineon's position Increasing demand for Bluetooth connectivity in mobile phones: Customers: BenQ, Panasonic 60% Bluetooth 2.0 + EDR solution [% of worldwide mobile sampling since early 2005 phone shipments] Design win at OEM 50% A-GPS 40% World's f
Slide 14: Growth Driver: Digital Terrestrial TV and Mobile TV
Growth Driver: Digital Terrestrial TV and Mobile TV Digital terrestrial TV Growth Drivers: Infineon's Position: Introduction of digital terrestrial Leading share worldwide in TV in many regions tuners for digital terrestrial TV Analog terrestrial TV to be Infineon tuners are fully switched o
Slide 15: Growth Driver: DSL
Growth Driver: DSL DSL market development Infineon's position Triple play services and network VDSL2 leadership replacement drive DSL demand We offer the first fully standard For example: compliant VDSL2 chip solution Deutsche Telekom intends to provide Several major OEMs decided to start Germ
Slide 16: Critical Factors for VDSL2 – Infineon Has it All
Critical Factors for VDSL2 – Infineon Has it All 9 Early availability VINAX: 1st fully standard compliant VDSL2 chip solution IFX: Sole company meeting all regional requirements 9 Experience More than 4 million VDSL1 lines powered by Infineon chip solutions Fully ADSL backwards compatible 9
Slide 17: Infineon Communication Solutions Drive the Convergence of Communication Technologies
Infineon Communication Solutions Drive the Convergence of Communication Technologies Mobile Phone Broadband RF Solutions Platforms Access RF Engine Feature Phone Tuner Systems Entry Phone Connectivity Mobile Software RF transceivers and BAW filters for 3G and 2G mobile phones and wir
Slide 18: Infineon Successfully Produced First 65nm Samples
Infineon Successfully Produced First 65nm Samples Successfully produced first sample chips in our 65nm technology Leveraging results of 65nm / 45nm ICIS alliance Wafer production was done at multiple fabs Volume production intended to start in Q4 CY06 at Chartered 65nm technology is expect
Slide 19: Infineon's Advanced Logic Manufacturing Strategy
Infineon's Advanced Logic Manufacturing Strategy Strategy Advantage Use Use existing existing in-house in-house capacity capacity to to 100% 100% Proven Proven and and low low cost cost 130nm manufacturing manufacturing technology technology Surplus Surplus volume volume in in foundry fo
Slide 20: Never stop thinking.
Never stop thinking. Future of communications Feb 10, 2006 Slide 20 Copyright © Infineon Technologies 2006. All rights reserved.
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