Infineon Technologies Ag · XETR:IFX
Infineon Technologies — Investor Presentation (September 2021)
65 slides from Infineon Technologies's investor presentation, Sep 1, 2021
Slide 1: Company Presentation
Company Presentation Infineon Technologies AG September 2021 2021-09-01
Slide 2: Table of contents
Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 2
Slide 3: Infineon is a globally leading semiconductor player
Infineon is a globally leading semiconductor player top 10 semiconductor company ~46,700 employees* leading player in automotive, systems for power management and drives, sensor systems, connected secure systems, wireless combos, differentiated memories 9%+ I 19% I 13% target operating model** * as
Slide 4: Infineon at a glance
Infineon at a glance Business segments revenue* Employees* Connected Secure 46,700 employees worldwide Systems (CSS) 14% EMEA Americas 19,100 Automotive Power & Sensor 43% 5,200 29% (ATV) Systems (PSS) Asia/Pacific 22,400 14% 60 R&D locations Industrial Power Control (IPC) 19 manufacturing locations
Slide 5: Table of contents
Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 5
Slide 6: Copyright © Infineon Technologies AG 2021. All rights reserved.
2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 6
Slide 7: Global megatrends underline the increasing importance of microelectronics
Global megatrends underline the increasing importance of microelectronics Demographic & social change Climate change & resource scarcity Urbanization Digital transformation 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 7
Slide 8: Business growth in the semiconductor market is driven by four areas
Business growth in the semiconductor market is driven by four areas Energy efficiency Mobility Security IoT and big data 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 8
Slide 9: Energy efficiency
Energy efficiency Growth area: Energy efficiency Growth drivers and major product categories Rising demand for energy, growing depletion of fossil › Power generation from renewable energy sources: resources and climate change challenge our world to find IGBT modules, SiC modules, discrete power devi
Slide 10: Mobility
Mobility Growth area: Mobility Growth drivers and major product categories Megatrends like demographic shifts, social change and › Electromobility: IGBT modules, SiC modules, discrete urbanization present society with new mobility challenges. power devices, MCUs, sensors Cities need to manage growin
Slide 11: Security
Security Growth area: Security Growth drivers and major product categories In an increasingly digital world with more and more › Mobile devices: Security solutions based on contactless and connected devices, people want to interact and communicate dual-interface security controllers in a secure way
Slide 12: IoT and big data
IoT and big data Growth area: IoT and big data Growth drivers and major product categories The IoT is reaching a breakthrough point as technologies and › Smart cars: Sensors, radar, MCUs, power devices, components work together more seamlessly. Smart and memories, connectivity solutions, security so
Slide 13: Infineon offers a unique portfolio that links the real and the digital world
Infineon offers a unique portfolio that links the real and the digital world Coin cell-powered devices Battery-powered devices Power supplies Information and data Industrial IoT about the real world Drives Real- Connectivity Smart Home world Software Digital Ecosystem applica world Smart City tions
Slide 14: Table of contents
Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 14
Slide 15: Semiconductor market forecasts predict growth for 2021 & 2022
Semiconductor market forecasts predict growth for 2021 & 2022 Global Semiconductor Market Market size in billion US-Dollar Market size (revenue) Forecast revenue range Source: WSTS for historical data. Forecast: of WSTS, Omdia, Gartner, IC Insights, VLSI Research; last update 21 July 2021 2021-09-
Slide 16: Infineon is a top player in all target markets
Infineon is a top player in all target markets Automotive Power discretes Microcontroller semiconductors and modules suppliers total market in 2020: $35.0bn total market in 2019: $21.0bn total market in 2020: $17.3bn 19.0 Renesas 17.1 Infineon 13.… Infineon % % 10.9 16.7 NXP ON Semi 8.4% NXP % % 14.
Slide 17: Infineon is a top player in all target markets
Infineon is a top player in all target markets Security ICs NOR Flash Wi-Fi standalone ICs total market in 2019: $2.8bn total market in 2020: $2.4bn total market in 2019: 987m units Infineon 26.3% Winbond Electronics 27.1% Media Tek 16.3% NXP 21.5%Macronix International 24.1% NXP 15.9% GigaDevice Sa
Slide 18: Infineon follows a profitable growth path
Infineon follows a profitable growth path Revenue and result [EUR m] 2,631 2,700 2,722 2,490 2,174 18.6% 17.4% 18.2% 15.2% 10.1% 220 379 489 470 496 Q3 FY20Q4 FY20Q1 FY21Q2 FY21Q3 FY21 Revenue Segment result Segment result margin 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reser
Slide 19: Revenue split by segment
Revenue split by segment Connected Secure Systems Automotive 14% 43% Power & Sensor Systems Industrial Power Control 29% 14% *2020 Fiscal year (as of 30 September 2020) 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 19
Slide 20: Infineon is operating in all major regions of the world
Infineon is operating in all major regions of the world Revenue split by region* EMEA1 Greater China2 27% 37% 12% Americas 9% 15% Japan APAC3 1 Europe, Middle East, Africa 2 Greater China comprises Mainland China, Hong Kong and Taiwan 3 Asia Pacific (excluding Greater China and Japan) * 2020 Fiscal
Slide 21: 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 [EUR m] 1,219 1,150 1,205 1,045 810 16.1% 16.2% 16.5% 5.6% -3.2% 185 197 199 59 -26 Q3
Slide 22: Industrial Power Control empowers a world of unlimited energy
Industrial Power Control empowers a world of unlimited energy Core applications: Energy generation, Energy storage, Energy transmission, Home appliances, Industrial drives, Industrial power supplies, Industrial Robotics, Industrial vehicles, Traction [EUR m] 412 366 349 362 361 17.2% 19.8% 16.9% 16.
Slide 23: 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, BLDC motor, Cellular communications infrastructure, Charging stations for electric vehicles, HiRel, Human- Machine-Interaction, Internet of Things, LED and convent
Slide 24: Connected Secure Systems delivers full systems for a connected, secure world
Connected Secure Systems delivers full systems for a connected, secure world Core applications: Authentication, Automotive, Consumer electronics, Government identification documents, Internet of Things, Mobile communications, Payment systems, Ticketing, Access control, Trusted computing [EUR m] 333
Slide 25: Close customer relationships are based on system know-how and application understanding
Close customer relationships are based on system know-how and application understanding EMS partners Distribution partners 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 25
Slide 26: Globally positioned with network of front-end and back-end manufacturing facilities
Infineon is globally positioned with its network of front-end and back-end manufacturing facilities Warstein Regensburg 19 locations1 Dresden Villach Cegléd San José Cheonan Temecula Tijuana Wuxi Mesa Cavite Austin2 Singapore Leominster Batam Melaka Kulim Bangkok 1as of 1 April 2021 2Penang is assig
Slide 27: Our global Research and Development activities
Our global Research and Development activities About 13 percent of Infineon's annual revenue goes into Research and Development (R&D). In fiscal year 2020, R&D investments amounted to 1.1 billion euros. 29,420 patents in the overall portfolio show a high level of innovative strength 60* sites in 20
Slide 28: Table of contents
Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 28
Slide 29: Responsible action, sustainable profitable growth
Responsible action, sustainable profitable growth Infineon ranks among the 10 percent1 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 Princip
Slide 30: Infineon is committed to binding CO2 reduction targets
Infineon is committed to binding CO2 reduction targets CO2 neutrality by 2030 – primarily by avoiding 1. emissions Realization of 70 percent of the required savings and 2. compensations by 2025 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 30
Slide 31: Corporate Social Responsibility: We create a net ecological benefit
Corporate Social Responsibility We create a net ecological benefit Our products and solutions enable a net ecological benefit, equal to the average annual CO2 emissions from electricity consumption of more than 90 million people living in Europe1 CO2 burden2 CO2 savings3 of around of around 1.61 mil
Slide 32: Table of contents
Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 32
Slide 33: Infineon's employees create a better future together
Infineon's employees create a better future together Preethi Baran Thomas Wrzesinsky Marcel Kuba Dr. Pamela Lin Director, Field Sales, Maintenance Technician, Director, Field Application Senior Engineer Advanced in Livonia in Dresden Engineering, in Munich Analytics, in Singapore "It's motivating to
Slide 34: Our competitive advantage: Differentiating as quality leader
Our competitive advantage: Differentiating as quality leader Our path We do what we promise. That's quality made by Infineon. Our aspiration Zero defect regarding the committed › functionality › reliability › time › volume and cost Our foundation International standards such as ISO 9001, IATF 16949,
Slide 35: Business Continuity
Business Continuity Integrated management Environmental Real Estate Business & Loss & Fraud Protection, and Facility Operations Investigations Sustainability and Management Support Climate Protection Business Continuity Security and Asset Protection ISO 140011 ISO 450011 Crisis Management ISO 223012
Slide 36: Successfully shaping challenging times
Copyright © Infineon Technologies AG 2021. All rights reserved. Successfully shaping challenging times Infineon Technologies Austria AG Fiscal Year 2020 2021-09-01
Slide 37: Company overview
Company overview Fiscal Year 2020 (as of 30.09.2020) Revenue € 3,108.7 M Linz (R&D) Earnings before tax € 196.2 M 177 employees Investments € 386.1 M Employees 4,517 Wien (Vertrieb) R&D expenditure 16 % in % of revenue 9 employees 4,517 Graz (R&D) employees 431 employees Klagenfurt (IT) internationa
Slide 38: Extensive competencies
Extensive competencies Infineon Austria combines research & development, production and global business responsibility. The board of Infineon Technologies Austria AG Dipl.-Ing. Dr. Sabine Herlitschka, MBA CEO and Technology Director Dipl.-Ing. (FH) Oliver Heinrich CFO Dr. Thomas Reisinger Operations
Slide 39: Innovative solutions from Infineon can be found…
Innovative solutions from Infineon can be found… Automotive Industrial Power Control › … in 17 of the 20 best-selling › … among the top 10* electric and plug-in hybrid manufacturers of wind power vehicles worldwide and solar plants** * Infineon is serving the top-10 but not necessarily as a sole sup
Slide 40: Facts & figures
Facts & figures* Infineon Technologies Austria Group FY 2019 FY 2020 Change incl. Austrian subsidiaries Revenue in million € 3,113.8 3,108.7 ~0% Earnings before tax in million € 306.4 196.2 - 36 % Employees 4,609 4,517 -2% Investments in million € 308.1 386.1 + 25 % R&D Expenditure in million € 525
Slide 41: Investment in Research & Development
Investment in Research & Development – solutions for global megatrends Linz Villach Graz Space created for present and future - all extensions completed: capacity for 860 additional R&D workplaces 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 41
Slide 42: We are ready for Mission Future!
We are ready for Mission Future! Our new fully automated chip factory for power semiconductors is ready for production With smart infrastructure solutions and green hydrogen, we save 30,000 metric tons of CO2 per year. Official opening on 17 September 2021 - more information at www.infineon.com/miss
Slide 43: Investment in production - Current status 12-inch chip factory
Investment in production - Current status 12-inch chip factory Fire station building completed Chip factory Research building completed • Transfer of production system completed • Chip factory "ready for production” • Ramp-up phase underway Infrastructure • Multi-storey car park opened (9 floors, 92
Slide 44: People are our success
People are our success 4,517 employees approx. 27 % international employees 70 nations 18.4 % share of women 57 % graduates 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 44
Slide 45: Strategy 2025 – SMART Growth! Our road of success
Strategy 2025 – SMART Growth! Our road of success The strategy 2025 of Infineon Austria has the aim of making the optimal contribution to the Group's goals. Infineon Austria also takes into account the United Nations Sustainable Development Goals in all target areas of the strategy. 2021-09-01 Copyr
Slide 46: Global business responsibility in Austria
Global business responsibility in Austria 12 product lines from 3 divisions Power & Sensor Industrial Power Automotive Systems Control High Voltage Gate Driver Power Management ICs Chips & Discretes Discretes & Chips High Voltage Power Conversion Intelligent Power Modules Enterprise Power Gate Drive
Slide 47: Innovation Fab Villach
Innovation Fab Villach › Competence center for exceptionally thin (up to 40µm) silicon wafers › Serial production of power semiconductors („Energy saving chips“) in 300-millimeter thinwafer technology › Manufacturing competencies for MEMS (micro-electromechanical systems), e.g. tire pressure sensors
Slide 48: A holistic approach to sustainability
A holistic approach to sustainability CO2 balance sheet Infineon Austria Net ecological benefit of 8.45 billion chips produced: CO2 emissions reduction of about 9 million tons CO2 burden1 CO2 savings2 around 0.11 million tons around 9 million tons Ratio ~ 1:81 CO2 equivalents CO2 equivalents The CO2
Slide 49: "Green" hydrogen used twice
"Green" hydrogen used twice › From 2021 hydrogen from renewable energy will be produced in Villach and used in production. › Next Step: Recycling in public transport. 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 49
Slide 50: Excellence in Research & Development
Excellence in Research & Development 1,960 Employees in R&D = ¼ of the total R&D staff of the Infineon Group 191 The most research- Initial patent applications focused industrial company in Austria € 498 million R&D expenditure = 16% of total revenue 2021-09-01 Copyright © Infineon Technologies AG 2
Slide 51: Powered by Infineon Austria
Powered by Infineon Austria Energy saving chips for solar inverters › Production in Villach › Robust energy saving chips based on silicon carbide (SiC) › Austrian customer Fronius relies on Infineon solution in hybrid inverters for photovoltaic systems › Advantages: higher efficiency and reliability
Slide 52: Powered by Infineon Austria
Powered by Infineon Austria Radar technology › R&D competence from Linz › Key technology in semi- and fully automated vehicles › Optical distance measurement, warning systems, automatic emergency braking › With more than 100 million 77 GHz radar chips sold to date, Infineon is the global technology
Slide 53: Powered by Infineon Austria
Powered by Infineon Austria Wireless Charging › R&D and production in Villach › Innovative product solutions for charging systems › More energy-efficient, more simple and faster › Smartphones, electric tools, household appliances, electric toys or medical devices 2021-09-01 Copyright © Infineon Tech
Slide 54: Powered by Infineon Austria
Powered by Infineon Austria Security chips in Austrian cards, ID‘s and smart wearables › R&D competence from Graz › Contactless payments with smart wearables and NFC debit cards (Payment Services Austria / Austria Card) › Electronic passports (Austrian state printing) › Austrian social security card
Slide 55: Powered by Infineon Austria
Powered by Infineon Austria 3D image sensor › R&D competence from Graz › World´s smallest camera module for smartphones › Face ID: Secure and convenient authentication for mobile payment applications and mobile ID 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 55
Slide 56: Powered by Infineon Austria
Powered by Infineon Austria Internet growth is driving the use of energy-efficient semiconductors › R&D competence from Villach › 50 % of all servers worldwide are equipped with Infineon chips › Semiconductors for infrastructure, server capacities, end devices › Global Internet traffic is expected t
Slide 57: Strengthening R&D excellence through cooperation
Strengthening R&D excellence through cooperation › Cooperation with Fraunhofer Innovation Centre “Digitalization & Artificial Intelligence” (KI4LIFE) University Klagenfurt › Involvement in Silicon Austria Developing Austria into a leading high-tech location for electronics-based systems › Silicon Al
Slide 58: Selection of important cooperation partners
Selection of important cooperation partners Network in research and education Cooperation in education Cluster and European projects Competence centers/ Research centers Corporate Social Responsibility 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 58
Slide 59: Promoting R&D excellence for the future
Promoting R&D excellence for the future Children › IDC (International Day Care Center) toddler group & kindergarden at two locations Pupils › ISC (International School Carinthia) › Girls Day › „Smart Learning“ classes › Infineon education fund: Lerncafé Infineon of Caritas Carinthia Students › Appre
Slide 60: Recognitions (2010-2020)
Recognitions (2010-2020) futurezone Award “5G innovation of the year” for EU-research project “UltimateGaN” 2019 Fraunhofer study: top 5 of 275 companies in technology management 2017 Innovation Austrian State Award for Innovation 2013 Carinthian Innovation and Research Award 2012 EFQM Excellence Aw
Slide 61: From an extended workbench to a pioneer of digitalization
From an extended workbench to a pioneer of digitalization 2020 Completion of the new R&D building for 600 R&D workplaces in Villach Expansion of the R&D location in Graz by additional 290 R&D workplaces Move into the new building at the Linz site with space for 400 R&D workstations and renaming to I
Slide 62: 50 years anniversary: production start 1 October 1970
50 years anniversary: production start 1 October 1970 www.infineon.com/50years 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 62
Slide 63: Find us on Social Media
Find us on Social Media www.facebook.com/infineon www.infineon.com/linkedin www.twitter.com/infineon www.xing.com/infineon www.instagram.com/infineoncareers www.youtube.com/c/InfineonTechnologiesAG 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 63
Slide 64: Disclaimer
Disclaimer Specific disclaimer for Omdia – part of Informa Tech – reports, data and information referenced in this document: The Omdia reports, data and information referenced herein (the "Omdia Materials – mostly former IHS Markit Technology Materials") are the copyrighted property of Informa Tech
Slide 65: Copyright © Infineon Technologies AG 2021. All rights reserved.
2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 65
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