Infineon Technologies Ag · XETR:IFX

Infineon Technologies — Investor Presentation (February 2026)

36 slides from Infineon Technologies's investor presentation, Feb 4, 2026

Slide 1: Company presentation
Company presentation Infineon Technologies AG February 2026 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 ~57,000 employees1 Market position Automotive Power Microcontroller #1 #1 #1 TechInsights, Omdia, Omdia, March 2025 October 2025 November 2025 1 As of 30 Septembe
Slide 4: Infineon at a glance
Infineon at a glance Growth areas FY25 revenue by segment1 Automotive (ATV) 10% Green Industrial Power (GIP) Power & Sensor Systems (PSS) 29% 50% Connected Secure Systems (CSS) Energy Mobility IoT green and efficient clean and safe smart and secure 11% Financials Employees1 [EUR m] Segment result Re
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 at the core o eon Coin cell- Battery- powered in f Io powered
Slide 7: Semiconductor market expected to reach 1 trillion USD this year
Semiconductor market expected to reach 1 trillion USD this year Global Semiconductor Market Market size in billion US-Dollar 1,012 972 775 758 631 556 574 527 469 440 412 412 336 335 339 298 300 292 306 248 256 249 226 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 Market size (revenue) Fore
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 32.8bn2 2024 total global market: USD 22.
Slide 9: 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 2024 total global market: USD 3.3bn1 2024 total global market: 6.1bn units2 2024 total global market: USD 3.0bn3 Infineon 23.7% Infineon 41.2% Winbond 24.3% NX
Slide 10: Financial performance
Financial performance Revenues and Segment Result [EUR m] Segment result Revenues Segment result margin +7% -7% 3,943 3,704 3,662 3,591 3,424 16.7% 16.7% 18.0% 18.2% 17.9% 573 601 668 717 655 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26
Slide 11: Revenue split by division
Revenue split by division1 Automotive Green Industrial Power 11% 10% 50% Power & Sensor Systems Connected Secure Systems 29% 1 2025 Fiscal year (as of 30 September 2025) 2026-02-04 public Copyright © Infineon Technologies AG 2026. 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) 12% 14% Japan 9% Germany 10% 17% 29% APAC (excl. GC, Japan) Mainland China, 9% Hong Kong GC (excl. Mainland China, Hong Kong) 1 2025 Fiscal year (as of 30 September 2025) 2026-02-04 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 13% 20% Software-defined vehicle 11% Automation & Drives 4% 4% Smart Cards 8% AI/Data center 8% Classic Powertrain 6%
Slide 15: Automotive shapes the future of mobility
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 Revenues Segment Result [EUR m] Revenues [EUR m] Segment result Segment result margin
Slide 17: Green Industrial Power empowers a world of unlimited green energy
Green Industrial Power empowers a world of unlimited green energy Core applications: Air conditioning technology, energy generation, energy storage, energy transmission, home appliances, industrial drives, industrial power supplies, industrial vehicles, traction Revenues1 Segment Result1 [EUR m] Rev
Slide 19: Power & Sensor Systems drives leading-edge power management
Power & Sensor Systems drives leading-edge power management, sensing, and data transfer capabilities Core applications: Audio amplifiers, automotive electronics, BLDC motor, cellular communications infrastructure, charging stations for electric vehicles, human-machine interaction, IoT, LED and conve
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, ticketing, access control, trusted computing Revenues Segment Result [EUR m] Revenues [EUR m] Segm
Slide 22: Well-balanced customer portfolio
Well-balanced customer portfolio Revenue by sales channel in FY 2025 (no customer represents more than 10% of total sales) Distribution partners1 Top-10 direct customers1 EMS-Partner1 Distribution Top-10 direct customers Other direct customers 1 in alphabetical order 2026-02-04 public Copyright © In
Slide 23: Close customer relationships 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 2026-02-04 public Copyright © Infineon Technologies AG 2026. All rights reserved. 23
Slide 24: Global network of Frontend and Backend manufacturing facilities
Infineon is globally positioned with its network of Frontend and Backend manufacturing facilities 14 locations1 Warstein Regensburg Dresden Villach Cegléd Tijuana Wuxi Mesa Singapore Leominster Batam Melaka Kulim Bangkok 1 As of 30 September 2025 Frontend Backend 2026-02-04 public Copyright © Infine
Slide 25: Our global Research and Development activities
Our global Research and Development activities About 15 percent 29,700 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: Infineon has exceeded its climate targets
Infineon has exceeded its climate targets and is perceived in the market as a role model in terms of sustainability External recognitions of our performance 100% PCF1 for 50% green electricity of the product portfolio Ecovadis Platinum Award AAA Rating, MSCI ESG 76% highest waste -84% recycling rate
Slide 27: Global Environmental Sustainability Strategy focuses on four areas
Infineon’s Global Environmental Sustainability Strategy focuses on four areas of action Sustainability at our sites In our supply chain Twin Transformation With our products Our production facilities, Infineon acts in an We integrate digitalization Our products are built into many buildings, and pla
Slide 28: Infineon is committed to binding CO2 reduction targets
Infineon is committed to binding CO2 reduction targets 1 Infineon remains committed to 100% CO2 neutrality goal in Scope 1 and 2 by 2030, as announced back in 2020. This will include compensation for the smaller part that cannot be reduced. 2 Key reduction measures include green electricity, energy
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 143 million tons of CO2 equivalents. Compared wi
Slide 30: Product carbon footprint data for customers
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, 57,0001 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. Our strategic quality drivers: Cu
Slide 34: Find us on Social Media
Find us on Social Media www.linkedin.com/company/infineon-technologies/ www.youtube.com/c/InfineonTechnologiesAG www.instagram.com/infineon_technologies/ www.facebook.com/infineon 2026-02-04 public Copyright © Infineon Technologies AG 2026. All rights reserved. 34
Slide 35: Disclaimer
Disclaimer Specific disclaimer for Omdia – part of Informa Tech – 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
Slide 36: Cinfineon
Cinfineon

Infineon Technologies — Investor Presentation (February 2026) on 6ix

Infineon Technologies — Investor Presentation (February 2026)

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 expected to reach 1 trillion USD this year

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

Slide 9: 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

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

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 based on system know-how

Slide 24: Global network of Frontend and Backend manufacturing facilities

Slide 25: Our global Research and Development activities

Slide 26: Infineon has exceeded its climate targets

Slide 27: Global Environmental Sustainability Strategy focuses on four areas

Slide 28: Infineon is committed to binding CO2 reduction targets

Slide 29: We create a net ecological benefit

Slide 30: Product carbon footprint data for customers

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