Company Presentation

Company Presentation
July 2015
Infineon plus International Rectifier:
A Powerful Combination
› As of January 2015, International Rectifier is an Infineon
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›
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Technologies company
Combined pro-forma revenue of ~€5,150m*
(~$6,950m) in Infineon 2014 fiscal year
About 35,000 employees worldwide* (as of June 2015)
Strong technology portfolio with more than 22,800 patents
and patent applications (as of September 2014)
33 R&D locations; 20 manufacturing locations
*non-audited figures
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
2
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.
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
3
Infineon enables eco-friendly, connected
and safe mobility
Courtesy: AUDI
Applications
Efficient powertrain, electric and hybrid vehicles, charger station for
electric vehicles, car safety, chassis and comfort electronics,
authentication, mobile security, traction
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
4
Infineon enables efficient generation,
transmission and conversion of electrical energy
Courtesy: AUDI
Applications
Energy transmission and conversion, renewable energy generation, home
appliances, power supplies, LED lighting systems, mobile devices, power
supplies, industrial drives, industrial vehicles
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
5
Infineon enables security in the
connected world
Courtesy: AUDI
Applications
Internet of Things (incl. Industry 4.0), mobile security, embedded
security, trusted computing, machine to machine, (mobile) payment,
SIM applications, transport ticketing, government identification
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
6
Top positions in all major product
categories
Automotive
semiconductors
Power
semiconductors
total market in 2014:
$27.5bn
total market in 2013:
$15.4bn
Renesas
12.0%
Infineon
(incl. IRF)
10.5%
Infineon
(incl. IRF)
Mitsubishi
Smart card ICs
total market in 2014:
$2.63bn
NXP
17.8%
30.5%
Infineon
7.2%
23.9%
STMicro
7.8%
Toshiba
6.0%
Samsung
16.0%
Freescale
7.5%
STMicro
5.8%
STMicro
15.2%
Fairchild
5.5%
SHHIC
NXP
6.8%
6.7%
Automotive semiconductors incl.
semiconductor sensors.
Discrete power semiconductors and
power modules.
Microcontroller-based smart
card ICs.
Source: Strategy Analytics,
April 2015
Source: IHS Inc., September 2014
Source: IHS Inc., July 2015
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
7
Leadership in system understanding will
foster future growth and profitability
Competitive advantages
Average-cycle financial targets
System leader in
Automotive
Revenue Growth:
~8%
#1 and technology
leader in Power
Segment Result Margin:
~15%
Investment-to-Sales:
Leader in Security
Solutions
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
~13%
8
Revenue split by segment
Q3 FY 2015 Revenue: € 1,586m
Automotive
IPC
€ 269m
ATV
€ 621m
Chip Card
& Security
PMM
€ 517m
CCS
€ 172m
Industrial
Power Control
Power
Management &
Multimarket
OOS+C&E*
€ 7m
*Other Operating Segments; Corporate & Eliminations
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
9
Segment revenue, result and margin
ATV
IPC
[EUR m]
PMM
[EUR m]
CCS
[EUR m]
[EUR m]
+22%
598
+91%
621
510 518 518
517
464
+35%
200
14% 13% 14% 11% 11%
219
241
269
190
271
300
+40%
280
17% 20% 17% 18% 20%
20% 20% 15% 8% 12%
123
142 132
182 172
8% 14% 14% 18% 20%
70
69
72
64
71
Q3 Q4 Q1 Q2* Q3
FY14
FY15
Revenue
40
44
20 32
Q3 Q4 Q1 Q2* Q3
FY14
FY15
46
28
60
48
82 105
Q3 Q4 Q1 Q2* Q3
FY14
FY15
Segment Result
10
20
18
32
34
Q3 Q4 Q1 Q2 Q3
FY14
FY15
Segment Result Margin
* Including International Rectifier from 13 January to 31 March 2015.
2015-07-30
Copyright © Infineon Technologies AG 2015. All rights reserved.
10
Tight customer relationships are based on
system know-how and app understanding
ATV
EMS partners
July 2015
IPC
PMM
CCS
Distribution partners
Copyright © Infineon Technologies AG 2015. All rights reserved.
11
Our global R&D network
Reigate
Leominster
Warwick
Irvine
El Segundo
Skovlunde
Duisburg
Warstein
Regensburg
Dresden
Bristol
Linz
Augsburg
Graz
Beijing
Bukarest
Villach
Seoul
Shanghai
San José
Morgan Hill
Pavia
Neubiberg
Torrance
Le Puy Sainte
Réparade
Padua
Bangalore
Singapore
Newport
Malacca
Tewksbury
Kulim
Chandler
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
12
Worldwide manufacturing sites
frontend and backend
Morgan Hill
San Jose
Leominster
Newport
Dresden
Kulim
Beijing
Wuxi
St. Paul
Korea (LSPS)
Tijuana
Singapore
Mesa
Temecula
Frontend
July 2015
Warstein
Regensburg
Villach
Cegléd
Malacca
Batam
Backend
Copyright © Infineon Technologies AG 2015. All rights reserved.
13
Our global sales network
Libanon
Livonia
Milpitas
Kokomo
São Paulo
Leominster
El Segundo
Hayward
July 2015
Rotterdam
Stockholm
Bristol
Duisburg
Reigate
Hanover
Dublin
Erlangen
Paris
Munich
Madrid
Vienna
Barcelona
Istanbul
Frankfurt
Zurich
Stuttgart
Moscow
Toulouse
Espoo
Marseille
Milan
Copyright © Infineon Technologies AG 2015. All rights reserved.
Beijing
Xi'an
Seoul
Shanghai
Hong Kong
Chennai
Shenzhen
New Delhi
Tokyo
Singapore
Nagoya
Bangalore
Osaka
Taipei
Melbourne,
Blackburn
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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 Global Compact as one of the first
semiconductor companies already in 2004 and is voluntary
committed to the 10 Principles.
› Infineon is among the top 15% of the most sustainable
companies in the world for the 5th time and listed in the
Sustainability Yearbook.
› Infineon is continuously listed in the Dow Jones Sustainability
Index since 2010.
› Infineon does not compromise in human rights and business
ethics.
› Infineon's products and solutions as well as our efficient resources
management enable a significant net ecological benefit.
*social engagement of companies.
The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier
companies.
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
15
Infineon is excellent in resources efficiency
At Infineon, less is more
-32%
-20%
About 32% less electricity consumed
per square centimeter produced wafer
than the global average
About 20% less water consumed per
square centimeter produced wafer
than the global average
-47%
About 47% less waste generated
per square centimeter produced
wafer than the global average
We use resources much more efficient in our production processes
than the global average of the semiconductor industry.
Basis for the calculations are the square centimeters processed wafer area in the front-end production and consumptions according
to WSC definition.
The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier
companies.
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
16
Infineon creates a net ecologic benefit
Emission Reduction enabled by our products and solutions
1.4
million
tons
CO2 burden1)
more than
14.4
million tons
Ratio 1:10
CO2 savings2)
Net ecological benefit:
round 13 million tons of CO2 emission reduction
1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, waste/waste water, direct emissions, energy consumption, waste,
etc. and is based on internally collected data and externally available conversion factors. All data relates to the 2014 fiscal year.
2) This figure is based on internally established criteria, which are explained in the explanatory notes. The figure relates to the calendar year 2013 and considers the
following fields of application: automotive; lamp ballast control; PC power supply; renewable energy (wind, photovoltaic); and rives. CO₂ savings are calculated on
the basis of potential savings of technologies in which semiconductors are used. The CO₂ savings are allocated on the basis of Infineon's market share, semiconductor
content and lifetime of the technologies concerned, based on internal and external experts' estimations. Despite CO₂ footprint calculations are subject to imprecision
due to the complex issues involved, the results are nevertheless clear.
The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier
companies.
July 2015
Copyright © Infineon Technologies AG 2015. All rights reserved.
17
Let's get connected
CUSTOMERS
INVESTORS
July 2015
PRESS
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
Copyright © Infineon Technologies AG 2015. All rights reserved.
18

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