Infineon Technologies Ag · XETR:IFX
Infineon Technologies — Investor Presentation (November 2016)
27 slides from Infineon Technologies's investor presentation, Nov 23, 2016
Slide 1: Company Presentation
Company Presentation November 2016
Slide 2: Infineon at a glance
Infineon at a glance Business Segments Employees Industrial Power More than 36,000 employees worldwide Control (IPC) (as of Sep. 2016) Automotive 17% Europe (ATV) Power 15,176 employees Americas 31% Management & 3,691 employees 41% Multimarket (PMM) Asia/Pacific 11% 17,432 employees Chip Card & Secu
Slide 3: Part of your life. Part of tomorrow.
We make life easier, safer and greener – with technology that achieves more, consumes less and is accessible to everyone. Microelectronics from Infineon is the key to a better future. Part of your life. Part of tomorrow. 2016-11-23 Copyright © Infineon Technologies AG 2016. All rights reserved. 3
Slide 4: Infineon enables eco-friendly, connected and safe mobility
Infineon enables eco-friendly, connected and safe mobility Courtesy: AUDI Applications Efficient powertrain for combustion, electric and hybrid vehicles, charging station for electric vehicles, car safety, assistance systems and safety systems, comfort electronics, authentication, mobile security, t
Slide 5: Infineon enables efficient generation, transmission and conversion of electrical energy
Infineon enables efficient generation, transmission and conversion of electrical energy Courtesy: AUDI Applications Energy transmission and conversion, renewable energy generation, home appliances, power tools, power management (adapters, chargers, power supplies), LED lighting systems, mobile devic
Slide 6: Infineon enables security in the connected world
Infineon enables security in the connected world Courtesy: AUDI Applications Internet of Things, Industry 4.0, mobile security, embedded security, trusted computing, machine to machine, (mobile) payment, SIM applications, transport ticketing, government identification 2016-11-23 Copyright © Infineon
Slide 7: Top positions in all major product categories
Top positions in all major product categories Automotive Power Smart card ICs semiconductors semiconductors total market in CY 2015: total market in CY 2015: total market in CY 2015: $27.4bn $14.8bn $2.72bn NXP Infineon 14.2% 18.7% NXP 30.5% (incl. IRF) Infineon 10.4% Mitsubishi 6.3% Infineon 24.8%
Slide 8: Technology leadership and system understanding fosters growth and profitability
Technology leadership and system understanding fosters growth and profitability Competitive advantages Average-cycle financial targets system leader in Auto automotive Revenue Growth: #1, system and technology ~8% Power leader Segment Result Margin: broadest technology ~17% portfolio;#1 in SiGe; bec
Slide 9: The outlook for the global semiconductor market slightly improved
The outlook for the global semiconductor market slightly improved Global semiconductor market in billion $ Market size (revenue) Forecast revenue range Source: WSTS for historical data. Forecast: of WSTS, IHS Markit, Gartner, IC Insights; last update 10 November 2016 2016-11-23 Copyright © Infineo
Slide 10: Infineon benefits from industrial, auto and security, the by far fastest growing segments
Infineon benefits from industrial, auto and security, the by far fastest growing segments CAGR 2015 – 2020 by Semiconductor Industry Segment Industrial 8.2% $42bn* Chip Card ICs** 7.3% $3.7bn* Automotive 5.8% $29bn* Consumer 3.4% $45bn* Total Semi Market 3.4% $347bn* Data Processing 2.8% $108bn* Com
Slide 11: Financial Year 2016: Revenue Split by Segment
Financial Year 2016: Revenue Split by Segment FY 2016 Revenue: € 6,473m Industrial Automotive Power Control € 2,651m € 1,073m 41% 17% Power Chip Card & Security 31% Management & 11% Multimarket € 2,050m € 698m OOS+C&E* € 1m * Other Operating Segments; Corporate & Eliminations 2016-11-23 Copyright ©
Slide 12: Q4 FY2016: Infineon continues to grow faster than the market
Q4 FY2016: Infineon continues to grow faster than the market [EUR m] [EUR bn] Revenue +3% +5% 80 1,675 1,611 1,632 79.1 1500 1,598 1,556 Segment 76.6 75.7 Result 1000 Total 18% 71.0 70 semiconductor 70.2 17% market * 16% 14% 14% 500 SR margin 286 228 254 280 220 0 60 Q4 Q1 FY16 Q2 Q3 Q4 * Source: WS
Slide 13: Infineon Group Results for FY 2015 and FY 2016
Infineon Group Results for FY 2015* and FY 2016 Revenues Net [€ Million] 2015 2016 +12% Income Revenues 5,795 6,473 5,795 6,473 Segment Result (SR) 897 982 634 743 SR Margin 15.5% 15.2% FY15 FY16 FY15 FY16 Net Income 634 743 Free Cash Flow -1,654 490 Investments 785 826 Net Cash 220 471 Market capit
Slide 14: Tight customer relationships are based on system know-how and app understanding
Tight customer relationships are based on system know-how and app understanding ATV IPC PMM CCS EMS partners Distribution partners 2016-11-23 Copyright © Infineon Technologies AG 2016. All rights reserved. 14
Slide 15: Automotive Segment – Making cars clean, safe and smart
Automotive Segment – Making cars clean, safe and smart Clean Safe Smart › Clean combustion engines › Occupant and pedestrian › Individual convenience protection › Efficient energy › Secure connectivity, data management › Collision avoidance integrity and privacy › Electrified Drivetrain › Advanced d
Slide 16: Industrial Power Control Segment – Driving Industry and much more
Industrial Power Control Segment – Driving Industry and much more Drives Home Appliances Renewables Traction › Energy efficiency › Refrigerators › Wind power plants › (High speed) trains › Automation › Air conditioners › Solar power plants › Locomotives › Higher productivity › Washing machines › Hig
Slide 17: Power Management & Multimarket Segment – Achieving more, consuming less
Power Management & Multimarket Segment – Achieving more, consuming less Power Management Radio Frequency & Sensing High Reliability Cellular Hi-Temp. Mobile Aviation/ Medical Computing Lighting Charger infrastruc- Sensing Space /Heavy devices Defense ICD ture Industry XDP™ MOSFETs, Power ICs, RF swi
Slide 18: Chip Card & Security Segment is enabling security for the connected world
Chip Card & Security Segment is enabling security for the connected world Smart Cards Embedded Security › Mobile device security and payment › Smart card payment › Information and communications technology › Electronic passports and ID documents (ICT) security › SIM cards for mobile communication ›
Slide 19: Product range
Product range Automotive Industrial Power Power Management & Chip Card & Security (ATV) Control (IPC) Multimarket (PMM) (CCS) › 32-bit automotive › Bare die business › Control ICs › Smart card (contactless microcontrollers for and contact-based) and › Discrete IGBTs › Customized chips (ASICs) powert
Slide 20: Our global R&D network
Our global R&D network Leominster Reigate Skovlunde Warstein Regensburg Duisburg Warwick Dresden Karlsruhe Bristol Tewksbury Linz Augsburg El Segundo Graz Beijing Bucharest Seoul Villach San José Shanghai Neubiberg Morgan Hill Pavia (Munich) Manila Le Puy Sainte Torrance Padua Bangalore Réparade Sin
Slide 21: Worldwide manufacturing sites frontend and backend
Worldwide manufacturing sites frontend and backend Morgan Hill San Jose Leominster Newport Dresden Kulim Beijing Wuxi Cheonan Tijuana Singapore Mesa Warstein Regensburg Villach Cegléd Malacca Batam Temecula Frontend Backend 2016-11-23 Copyright © Infineon Technologies AG 2016. All rights reserved. 2
Slide 22: Our global sales network
Our global sales network Rotterdam Stockholm Beijing Lebanon Bristol Duisburg Xi'an Livonia Reigate Hanover Shanghai Milpitas Dublin Erlangen Hong Kong Kokomo Neubiberg Paris Shenzhen (Munich) São Paulo Madrid Karlsruhe Taipei Leominster Seoul Barcelona Vienna El Segundo Tokyo Frankfurt Villach Hayw
Slide 23: Corporate Social Responsibility (CSR)
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 Glob
Slide 24: Corporate Social Responsibility: We are excellent in resources efficiency
Corporate Social Responsibility We are excellent in resources efficiency At Infineon, less is more -45% -33% -47% About 45% less electricity consumed About 33% less water consumed per About 47% less waste generated per square centimeter manufactured square centimeter manufactured per square centimet
Slide 25: Corporate Social Responsibility: We create a net ecologic benefit
Corporate Social Responsibility We create a net ecologic benefit Emission Reduction enabled by our products and solutions around around 1.8 52.4 million tons million tons CO2 equivalents CO2 equivalents CO2 burden1) Ratio around 1:30 CO2 savings2) Net ecological benefit: CO2 emissions reduction arou
Slide 26: Let's get connected
Let's get connected CUSTOMERS PRESS INVESTORS CAREERS www.facebook.com/infineon www.infineon.com/linkedin www.google.com/+infineon www.infineon.com/xing www.twitter.com/infineon www.youtube.com/infineon 2016-11-23 Copyright © Infineon Technologies AG 2016. All rights reserved. 26
Slide 27: Part of your life. Part of tomorrow.
Part of your life. Part of tomorrow. infineon
Infineon Technologies — Investor Presentation (November 2016) on 6ix