Infineon Technologies Ag · XETR:IFX

Infineon Technologies — Investor Presentation (August 2025)

36 slides from Infineon Technologies's investor presentation, August 2025

Slide 1: Company presentation
Company presentation Infineon Technologies AG August 2025 public 1
Slide 2: Driving decarbonization and digitalization. Together.
Driving decarbonization and digitalization. Together. Semiconductors are crucial to solve the energy challenges of our time and shape the digital transformation. This is why Infineon is committed to actively driving decarbonization and digitalization. As a global semiconductor leader in power system
Slide 3: Infineon is a global leader in power systems and IoT
Infineon is a global leader in power systems and IoT Global leader in automotive, power management, energy efficient technologies and IoT ~58,060 employees1 Market position Automotive Power Microcontroller #1 #1 #1 TechInsights, Omdia, Omdia, March 2025 April 2025 March 2025 1 As of 30 September 202
Slide 4: Infineon at a glance
Infineon at a glance Growth areas FY24 revenue by segment1 Automotive (ATV) 10% Green Industrial Power (GIP) 21% Power & Sensor Systems (PSS) 56% Connected Secure Systems (CSS) Energy Mobility IoT 13% green and efficient clean and safe smart and secure Financials Employees1 [EUR m] 58,060 EMEA 16,30
Slide 5: Infineon leading in power systems – mastering all three key materials
Infineon leading in power systems – mastering all three key materials Reliable multi sourcing Application of raw materials Si/SiC/GaN understanding Packaging know-how and World-scale fabs hybridization competence Controller Driver IC Power switch Software + Algorithms Leadership in Power Systems acr
Slide 6: Infineon leader in IoT – driving digitalization
Infineon leader in IoT – driving digitalization by serving strongly growing multi-application markets Consumer IoT Industrial IoT Automotive IoT Products: MCU – Connectivity (Wi-Fi, BLE, NFC) – Sensors – Security – Power supply & switches Coin cell- at the core o Battery- powered ineon f Io powered
Slide 7: Semiconductor market forecasts predict growth for 2025 & 2026
Semiconductor market forecasts predict growth for 2025 & 2026 Global Semiconductor Market Market size in billion US-Dollar 839 733 761 701 631 574 556 527 469 440 412 412 336 335 339 298 300 292 306 248 256 249 226 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 Market size (revenue) Forecast
Slide 8: Infineon is clear #1 in Automotive and power semiconductors
Infineon is clear #1 in Automotive and power semiconductors, and also #1 in the overall microcontroller market Automotive semiconductors Power discretes and modules Microcontroller suppliers 2024 total global market: USD 68.4bn1 2024 total global market: USD 32.3bn2 2024 total global market: USD 22.
Slide 9: Infineon is clear leader in security ICs and MEMS microphones
Infineon is clear leader in security ICs and MEMS microphones, and ranked #4 in the NOR Flash market Security ICs MEMS microphones NOR Flash 2023 total global market: USD 3.8bn1 2023 total global market: 6.2bn units2 2024 total global market: USD 3.1bn3 Infineon 24.7% Infineon 47.1% Winbond 23.9% NX
Slide 10: Financial performance
Financial performance Revenues and Segment Result [EUR m] Segment Result Revenues Segment Result Margin +0% +3% 3,919 3,702 3,704 3,591 3,424 19.8% 21.2% 18.0% 16.7% 16.7% 734 832 668 573 601 2025-08-05 public Copyright © Infineon Technologies AG 2025. All rights reserved. 10
Slide 11: Revenue split by division
Revenue split by division1 Automotive Green Industrial Power 13% 10% Power & Sensor Systems 56% Connected Secure Systems 21% 1 2024 Fiscal year (as of 30 September 2024) 2025-08-05 public Copyright © Infineon Technologies AG 2025. All rights reserved. 11
Slide 12: Infineon is operating in all major regions of the world
Infineon is operating in all major regions of the world Revenue split by region1 EMEA Americas (excl. Germany) 13% 15% Japan Germany 10% 11% 17% APAC (excl. 27% GC, Japan) Mainland China, 7% Hong Kong GC (excl. Mainland China, Hong Kong) 1 2024 Fiscal year (as of 30 September 2024) 2025-08-05 public
Slide 13: Well-balanced portfolio among key applications
Well-balanced portfolio among key applications Revenue split by key application1 Main growth contributors (addressed by multiple segments) E-mobility Further major applications Other 16% 20% Renewables BPA/Power Tools 7% 1% Automation & Drives 4% 7% Software-defined vehicle 5% Smart Cards 5% 8% IoT
Slide 15: Automotive shapes the future of mobility with microelectronics
Automotive shapes the future of mobility with microelectronics enabling clean, safe, and smart cars Core applications: Assistance systems and safety systems, comfort electronics, infotainment, powertrain, security, tachograph Revenues Segment Result [EUR m] [EUR m] Revenues Segment Result Segment Re
Slide 17: Green Industrial Power empowers a world of unlimited green energy
Green Industrial Power empowers a world of unlimited green energy Core applications: Energy generation, energy storage, energy transmission, home appliances, industrial drives, industrial power supplies, industrial robotics, industrial vehicles, traction Revenues Segment Result [EUR m] [EUR m] Reven
Slide 19: Power & Sensor Systems drives leading-edge power management, sensing, and data transfer
Power & Sensor Systems drives leading-edge power management, sensing, and data transfer capabilities Core applications: (AI) Data centers, audio amplifiers, automotive electronics, battery-powered appliances, BLDC motor, cellular communications infrastructure, charging stations for electric vehicles
Slide 21: Connected Secure Systems creates the basis for IoT
Connected Secure Systems creates the basis for IoT Core applications: Authentication, automotive, consumer electronics, government identification documents, IoT, mobile communications, payment systems, access control, trusted computing Revenues Segment Result [EUR m] [EUR m] Revenues Segment Result
Slide 22: Well-balanced customer portfolio
Well-balanced customer portfolio Revenue by sales channel in FY 2024 (no customer represents more than 10% of total sales) Distribution partners1 Top-10 direct customers1 EMS-Partner1 Top-10 direct Distribution customers Other direct customers 1 in alphabetical order 2025-08-05 public Copyright © In
Slide 23: Close customer relationships are based on system know-how
Close customer relationships are based on system know-how and application understanding Automotive Green Industrial Power Power & Sensor Systems Connected Secure Systems EMS-Partners Distribution partners 2025-08-05 public Copyright © Infineon Technologies AG 2025. All rights reserved. 23
Slide 24: Globally positioned network of Frontend and Backend manufacturing facilities
Infineon is globally positioned with its network of Frontend and Backend manufacturing facilities 15 locations1 Warstein Regensburg Dresden Villach Cegléd Tijuana Wuxi Mesa Austin Singapore Leominster Batam Melaka Kulim Bangkok 1 As of 30 September 2024 Frontend Backend 2025-08-05 public Copyright ©
Slide 25: Our global Research and Development activities
Our global Research and Development activities About 13 percent 29,900 patents and patent Numerous innovative of Infineon's annual revenue applications in the overall ecosystems goes into Research and portfolio with tech companies, univer- Development (R&D). show a high level of innovative sities an
Slide 26: Responsible action, sustainable profitable growth
Responsible action, sustainable profitable growth Infineon ranks among the most sustainable companies in the world – Sustainability at Infineon includes social, ecological, and economic values – Infineon was one of the first semiconductor companies to voluntarily commit to the Ten Principles of the
Slide 27: Global Environmental Sustainability Strategy focuses on four areas of action
Infineon’s Global Environmental Sustainability Strategy focuses on four areas of action Sustainability at our sites In our supply chain As part of our culture With our products Our production facilities, Infineon acts in an Our employees make a Our products are built into many buildings, and plants
Slide 28: Infineon is committed to binding CO2 reduction targets
Infineon is committed to binding CO2 reduction targets 1 SBTi approved 1.5°C decarbonization target - 72.5% reduction of scope 1 and 2 emissions by 2030 SBTi approved Scope 3 emission target - 72.5 percent of our own suppliers will have a science-based 2 target by 2029, measured by emissions related
Slide 29: We create a net ecological benefit
Corporate Social Responsibility: We create a net ecological benefit In various areas of application (automotive electronics, industrial drives, photovoltaics as well as wind energy), our products can achieve CO2 savings during their lifetime of around 130 million tons of CO2 equivalents. Compared wi
Slide 30: Providing customers with product carbon footprint data
As an early mover in the industry, Infineon provides customers with product carbon footprint data Providing transparency from our corporate actions down to the individual product level Enabling customers to gain deeper insights into their carbon footprint along their own value chain Creating levers
Slide 31: Respect for human rights, the environment and safe working conditions
Infineon promotes respect for human rights, the environment and safe working conditions Together for human rights Integrated Management Program for Environment, Energy, Safety & Health (IMPRES) Our commitment to internationally recognized human rights IMPRES is an internally developed management sys
Slide 32: Infineon's employees create a better future together
Infineon's employees create a better future together At Infineon, 58,0601 people from over 100 countries work together around the world to make life easier, safer, and greener. For more information, please visit www.infineon.com/careers Preethi Baran Thomas Wrzesinsky Marcel Kuba Dr. Pamela Lin Seni
Slide 33: Our competitive advantage: differentiating as quality leader
Our competitive advantage: differentiating as quality leader Our quality policy: “We do what we promise. That’s quality made by Infineon.” Our aspiration: Zero Defect regarding our commitments: We deliver at committed functionality, reliability, time, volume & cost. Customer Focus Leadership for Qua
Slide 34: Find us on Social Media
Find us on Social Media www.youtube.com/c/InfineonTechnologiesAG www.linkedin.com/company/infineon-technologies/ www.instagram.com/infineon_technologies/ www.facebook.com/infineon 2025-08-05 public Copyright © Infineon Technologies AG 2025. All rights reserved. 34
Slide 35: Disclaimer
Disclaimer Specific disclaimer for Omdia reports, data and information referenced in this document: Information is not an endorsement of Infineon Technologies AG. Any reliance on these results is at the third party’s own risk. Specific disclaimer for S&P Global reports, data and information referenc
Slide 36: Cinfineon
Cinfineon

Infineon Technologies — Investor Presentation (August 2025) on 6ix

Infineon Technologies — Investor Presentation (August 2025)

Slide 1: Company presentation

Slide 2: Driving decarbonization and digitalization. Together.

Slide 3: Infineon is a global leader in power systems and IoT

Slide 4: Infineon at a glance

Slide 5: Infineon leading in power systems – mastering all three key materials

Slide 6: Infineon leader in IoT – driving digitalization

Slide 7: Semiconductor market forecasts predict growth for 2025 & 2026

Slide 8: Infineon is clear #1 in Automotive and power semiconductors

Slide 9: Infineon is clear leader in security ICs and MEMS microphones

Slide 10: Financial performance

Slide 11: Revenue split by division

Slide 12: Infineon is operating in all major regions of the world

Slide 13: Well-balanced portfolio among key applications

Slide 14: Automotive

Slide 15: Automotive shapes the future of mobility with microelectronics

Slide 16: Green Industrial Power

Slide 17: Green Industrial Power empowers a world of unlimited green energy

Slide 18: Power & Sensor Systems

Slide 19: Power & Sensor Systems drives leading-edge power management, sensing, and data transfer

Slide 20: Connected Secure Systems

Slide 21: Connected Secure Systems creates the basis for IoT

Slide 22: Well-balanced customer portfolio

Slide 23: Close customer relationships are based on system know-how

Slide 24: Globally positioned network of Frontend and Backend manufacturing facilities

Slide 25: Our global Research and Development activities

Slide 26: Responsible action, sustainable profitable growth

Slide 27: Global Environmental Sustainability Strategy focuses on four areas of action

Slide 28: Infineon is committed to binding CO2 reduction targets

Slide 29: We create a net ecological benefit

Slide 30: Providing customers with product carbon footprint data

Slide 31: Respect for human rights, the environment and safe working conditions

Slide 32: Infineon's employees create a better future together

Slide 33: Our competitive advantage: differentiating as quality leader

Slide 34: Find us on Social Media

Slide 35: Disclaimer

Slide 36: Cinfineon