Infineon Technologies Ag · XETR:IFX
Infineon Technologies — Merger or Acquisition (October 2023)
12 slides from Infineon Technologies's merger presentation, Oct 24, 2023
Slide 1: Infineon acquires GaN Systems
Infineon acquires GaN Systems Becoming a leading GaN Power House 24 October 2023 1
Slide 2: Transaction rationale focused on scale and complementary capabilities
Transaction rationale focused on scale and complementary capabilities Combine complementary skills Accelerate Go-2-Market and Increase scale by combining IFX in application understanding and revenue generation by leveraging in-house and GaN System foundry product definition to shape IFX sales force
Slide 3: Perfect fit: Infineon and GaN Systems will propel customers' success
Perfect fit: Infineon and GaN Systems will propel customers’ success GaN portfolio Broad portfolio of discrete and integrated MV and HV GaN products, incl. system enabling components (e.g. drivers, controllers) Manufacturing capabilities Dual-site in-house production combined with strong foundry par
Slide 4: The acquisition supports our vision of driving decarbonization and digitalization
The acquisition supports our vision of driving decarbonization and digitalization, as GaN allows for higher efficiency GaN provides superior switching performance, which results in higher efficiency and lower system cost We are the #1 in power, technology leader, with 20 years of innovation in GaN p
Slide 5: GaN Systems acquisition positions Infineon to be a leading GaN Power House
GaN Systems acquisition positions Infineon to be a leading GaN Power House Leading IP & strongest R&D force Leveraging foundry + IDM advantages Leading ~450 strong Best-in-class We own We combine We target a patent GaN team application key IP and all foundry partner- leading market portfolio high do
Slide 6: Joining forces and adding complementary strengths creates a winning formula for the GaN market
Joining forces and adding complementary strengths creates a winning formula for the GaN market Frontend Product Application Customer Substrates Epitaxy Packaging technology portfolio understanding access GaN epi layer GaN fabrication for device fabrication starts with fully commoditized Silicon (Si)
Slide 7: GaN market is taking off, driven by key power applications
GaN market is taking off, driven by key power applications GaN market forecasts over time Superior switching performance results in higher ~$6bn ‒ $2bn efficiency and lower system cost. cumulative market potential over the next 5 years Applications w/ tipping point reached or in sight: CAGR (23-28)
Slide 8: GaN brings significant value proposition in many applications
GaN brings significant value proposition in many applications On-board Charger HP SMPS Charger & Adapter * On-board charger: increasing power density from HP-SMPS for server: GaN is enabling highest power High-density charger & adapter: GaN enables today’s 2kW/l to 10kW/l with GaN density and effici
Slide 9: Our offering: Discretes, Integrated Power Solutions & Modules, System Solutions
Our offering: Discretes, Integrated Power Solutions & Modules, System Solutions Integrated Power Solution Discrete solution System Solution & Modules CoolGaN™ HEMT CoolGaN™ IPS Controller + CoolGaN™ IPS Controller Gate CoolGaN™ Controller IPS Controller IPS Driver HEMT 0010 0010 0010 1100 1100 1100
Slide 10: GaN is not a drop-in replacement for Si, application know-how crucial
GaN is not a drop-in replacement for Si, best-in-class application know-how crucial for completely new and improved systems Example: different topologies for a solar inverter Si Two Stages GaN Single Stage DC Input AC Output DC Input AC Output VS DC/DC DC/AC DC/AC Higher power density and therefore
Slide 11: Summary: Infineon completes acquisition of GaN Systems
Summary: Infineon completes acquisition of GaN Systems Becoming a leading GaN Power House This acquisition is another milestone in Infineon's strategic development, strengthening and accelerating our profitable growth and key competencies Combined strengths in R&D resources, application understandin
Slide 12: Cinfineon
Cinfineon
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