Infineon Technologies Ag · XETR:IFX

Infineon Technologies — FY2024 Earnings Presentation

15 slides from Infineon Technologies's earnings presentation, Nov 12, 2024

1. Slide 1: Annual Press Conference 2024

   Annual Press Conference 2024 Jochen Hanebeck, Chief Executive Officer Infineon Technologies AG | Neubiberg, 12 November 2024 1

2. Slide 2: Infineon increases revenue and earnings in the fourth quarter

   Infineon increases revenue and earnings in the fourth quarter + 6% 3.702 3.919 19.8% 21.2% 0.734 0.832 Q3 FY24 Q4 FY24 Revenue in € bn Segment Result in € bn Segment Result Margin 12 Nov 2024 Copyright © Infineon Technologies AG 2024. All rights reserved. 2

3. Slide 3: 2024 fiscal year concluded in line with expectations

   2024 fiscal year concluded in line with expectations - 8% Decline in revenue after record 2023 fiscal year 16.309 14.955 Robust profitability 27.0% 20.8% Numbers are in line with the long-term financial targets through the semiconductor cycle 4.399 3.105 FY23 FY24 Revenue in € bn Segment Result in €

4. Slide 4: Thank you!

   Thank you! To around 58,000 employees worldwide for their contribution in the 2024 fiscal year 12 Nov 2024 Copyright © Infineon Technologies AG 2024. All rights reserved. 4

5. Slide 5: Proposal to the Annual General Meeting: Stable dividend per share

   Proposal to the Annual General Meeting: Stable dividend of 35 eurocents per share 456 455 417 0.35 0.35 0.32 FY22 FY23 FY24 Dividend payment in € m Dividend in euros/share 12 Nov 2024 Copyright © Infineon Technologies AG 2024. All rights reserved. 5

6. Slide 6: Infineon is paving the way for the green and digital transformation

   Infineon is paving the way for the green and digital transformation Software-defined Data centers, especially vehicles for artificial intelligence (AI) Electromobility Renewable energies Internet of Things (IoT) Unabated growth opportunities for Infineon 12 Nov 2024 Copyright © Infineon Technologies

7. Slide 7: Come visit us. We look forward to seeing you!

   Come visit us. We look forward to seeing you! Hall C3, Booth 502 12 Nov 2024 Copyright © Infineon Technologies AG 2024. All rights reserved. 7

8. Slide 8: Stellantis and Infineon deepen collaboration

   Stellantis and Infineon deepen collaboration Innovation in power conversion and distribution for next generation vehicle architectures Major supply and capacity agreements have been signed CoolSiC power modules AURIX microcontrollers PROFET smart power switches 12 Nov 2024 Copyright © Infineon Techn

9. Slide 9: Power for the energy transition: innovative power semiconductor module

   Power for the energy transition: Our innovative power semiconductor module for high-current applications Renewable energies 90 percent fewer switching losses* 10 times more power Electrification per module * 10 times longer service life* Energy efficiency *Compared to state of the art 3.3kV silicon-

10. Slide 10: We will shape the market for GaN-based power semiconductors

    We will shape the market for GaN-based power semiconductors World's first GaN wafer technology for power electronics on 300 mm wafers Chip production on 300 mm wafers: 2.3 times more chips per wafer Existing 300 mm silicon manufacturing equipment can also be used for 300 mm GaN technology 12 Nov 202

11. Slide 11: Infineon unveils the world's thinnest silicon power wafer

    Infineon unveils the world's thinnest silicon power wafer Handling and processing of ultra-thin power semiconductor wafers Enables power loss reductions of more than 15 percent in power systems Can be used in numerous application areas Strengthens Infineon's Powering AI roadmap 12 Nov 2024 Copyright

12. Slide 12: Leading provider of power systems across all three technologies

    Leading provider of power systems: We set the pace in all three power semiconductor technologies Outstanding manufacturing expertise Most comprehensive technology and product portfolio Wide range of applications Meilenstein in unserer Innovationsführerschaft 12 Nov 2024 Copyright © Infineon Technolo

13. Slide 13: Outlook for the 2025 fiscal year

    Outlook for the 2025 fiscal year: Muted expectations in a weak market environment Outlook Outlook Q1 FY 20251 FY 20251 Slight decline Revenue ~ € 3.2 bn year-on-year In the mid-teens In the mid-to-high teens Segment Result Margin percentage range percentage range Adjusted/ Reported ~ € 1.7 bn / ~ €

14. Slide 14: Summary

    Summary The cyclical recovery is sluggish. We expect a slight decline in revenue in the 2025 fiscal year. We are concentrating on the areas that we can control. In this way we are strengthening our profitability and competitiveness. We are consolidating our position as an innovation leader and are o

15. Slide 15: Cinfineon

    Cinfineon

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