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Infineon Technologies AG

Investor Presentation • Sep 30, 2006

222_ip_2006-09-30_905e7e7c-d5de-4b76-970a-c953d3d88c4c.pdf

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International Trade Press Briefing, Munich

Dr. Wolfgang Ziebart

Sept. 28, 2006 / Page 1

September 28, 2006

Dr. Wolfgang Ziebart CEO Infineon

Infineon Technologies 2005. All rights reserved.

Copyright ©

Profitable Growth: Our Measures to Date

Infineon at a glance

  • Infineon Logic: Revenues of Euro 3 billion in the first nine months of fiscal year 2006
  • Approx. 29,100 employees (incl. 5,400 R&D staff)
  • Strong technology portfolio with about 22,800 patents and applications; more than 35 major R&D locations worldwide
  • Focus on automotive and industrial electronics, security and chip cards, communication solutions
  • Majority holding of Qimonda

Market-oriented business structure

Business Groups

Car Electronics (powertrain, safety management, body & convenience, infotainment), Power control (distributed power generation, automation / motor control, traction, power supplies), Chip Card & Security (communications, payment, identification, entertainment)

Applications

COM COM

Communication Solutions

Mobile telephone systems for major standards (GSM, GPRS, EDGE, UMTS), cordless telephone systems for major standards (WDCT, DECT), RF connectivity solutions (Bluetooth, GPS, etc.), cellular base stations, traditional telecom and enterprise equipment, broadband access solutions for central office and customer premises equipment, home networking equipment (ADSL, VDSL, VoIP).

Customers

Business Group AIM and its 7 Business Units

Automotive, Industrial & Multimarket Automotive, Industrial & Multimarket

Automotive

Microcontroller Microcontroller

Automotive Power Automotive Power

Sense & Control Sense & Control

Industrial & Multimarket

Power Management & Drive Power Management & Drive

Discrete Semiconductors Discrete Semiconductors

Security & ASICs

ASIC, Design & Security ASIC, Design & Security

Chip Card & Security ICs Chip Card & Security ICs

Business Group Communication Solutions and its 7 Business Units

Communication Solutions Communication Solutions

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 6

Semiconductor market development and forecasts for Logic*

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Source: WSTS for historical data

Total semiconductor market without memory

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 7 *

Ranking prior and after the carve-out of Qimonda

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 8

Source: iSuppli 2006

Ranking in global target markets

* Infineon share of total market

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 9

Memory and Logic Business: Two different business models in one company

Memory Business Memory Business

Process-centric Model

Commodity Type Business Model – with Moore's law as key driver Commodity Type Business Model – with Moore's law as key driver

  • Process- and technology oriented innovation model Process- and technology oriented innovation model
  • Differentiation mainly derived from cost / price and service / logistics – less from products Differentiation mainly derived from cost / price and service / logistics – less from products

Logic Business Logic Business

Customer-centric Model

  • Differentiation by solving customerspecific problems Differentiation by solving customerspecific problems
  • Customer-centric innovation model Customer-centric innovation model

Complex optimization of overall system performance and cost leads to competitive advantageComplex optimization of overall system performance and cost leads to competitive advantage

Core competencies at Infineon

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 11

Efficient energy management - major global trends

Dwindling Resources Require Efficient Energy Management Dwindling Resources Require Efficient Energy Management

Higher Pollution, Emissions and Potential Damage to the Climate Require "Clean" SolutionsHigher Pollution, Emissions and Potential Damage to the Climate Require "Clean" Solutions

  • Dwindling energy resources combined with a rising demand for energy worldwide will force us to use energy wisely in our daily lives. Dwindling energy resources combined with a rising demand for energy worldwide will force us to use energy wisely in our daily lives.
  • Saving energy is therefore fast becoming a standard issue for all areas of public and private life, be it industrial, traffic or household applications. Saving energy is therefore fast becoming a standard issue for all areas of public and private life, be it industrial, traffic or household applications.
  • Pollution as well as environmental and climate protection have become global concerns. Pollution as well as environmental and climate protection have become global concerns.
  • Reducing pollution by minimizing energy consumption is fast becoming a standard requirement for all areas of public and private life, be it industrial, traffic or household applications. Reducing pollution by minimizing energy consumption is fast becoming a standard requirement for all areas of public and private life, be it industrial, traffic or household applications.

Infineon's Contribution to an Efficient Energy Management and the Effective Reduction of Pollution and Emission Infineon's Contribution to an Efficient Energy Management and the Effective Reduction of Pollution and Emission

  • Infineon delivers innovative high performance solutions with best-in-class technologies that help save energy and reduce pollution. Infineon delivers innovative high performance solutions with best-in-class technologies that help save energy and reduce pollution.
  • Infineon's products are the basis for intelligent and optimal use of energy resources. Infineon helps to use the resources available as efficiently as possible. Infineon's products are the basis for intelligent and optimal use of energy resources. Infineon helps to use the resources available as efficiently as possible.

Global electricity consumption 2004: 15.4 million GWh USA and China are the biggest consumers

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 13

*US figures Source: BP World Energy Report; EIA – International Energy Outlook 2005

Electricity Demand & Consumption: 25-30% Potential Savings

using power electronics

using power electronics

25-30% energy savings are possible

25-30% energy savings are possible

25% savings from current electrical energy consumption equivalent of 250 power plants ww

25% savings from current electrical energy consumption equivalent of 250 power plants ww

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 14

Source: fraunhofer institute, iisp, LES-Flyer 2004

Infineon supplies products for efficient energy management along the entire power supply chain

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 15

Standby operation uses enormous amount of power in USA

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 16

Copyright ©Source: Chris Calwell and Travis Reeder, Ecos Consulting; Carrie Webber, LBNL at Power Supply Workshop PEC hosted by Pacific Gas & Electric (PG&E), the Environmental Protection Agency (EPA), Lawrence Berkeley National Laboratory (LBNL), and the Natural Resources Defense Council (NRDC), San Francisco, CA January 14, 2002.

Infineon Technologies 2005. All rights reserved.

Broad portfolio of dedicated components for Hybrid Electric Vehicles offered by Infineon

Motor Control Unit:

  • Power supply
  • Transceivers

DC/AC Converter

  • Driver IC´s
  • Power modules – IGBT´s, diodes
  • HAL-Sensors (position & current) Microcontroller (e.g. TC1766)
  • Safety Micro (e.g. XC800) DC/DC Converter
  • Microcontroller (e.g. XC164)
  • Discretes - CoolMOSTM
  • Driver IC´s

Battery Management:

  • Power supply
  • Transceiver Microcontroller (e.g. XC164)
  • Smart battery switch

Auxiliary Drives (e.g. AirCon):

  • Microcontroller (e.g. XC164)
  • Power module (e.g. CiPosTM) Measure

Hybrid Control Unit:Power supply

  • Transceivers
  • Microcontroller (e.g. TC1766)

Actuate

Control

Infineon Technologies 2005. All rights reserved.

Copyright ©

Large reduction potential with new lamp types and ECGs - Saving potential in lighting applications

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 18

Source: OSRAM; CLEMA: Lamp Ballast Guide; Infineon 2006

Infineon's power logic fab locations

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 19

Copyright ©Infineon Technologies 2005. All rights reserved.Additional capacities at silicon foundries: ASMC, Chartered, TSMC and ZMD

Press Briefing

Sept. 28,

Dr. Wolfgang Ziebart

2006 / Page 20

Infineon's first front-end fab in Asia is based in Kulim

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Infineon: Energy, Mobility and Security

Automotive, Industrial & Multimarket

Energy efficiency Energy efficiency

Infineon provides solutions for the secure, energyconscious use of different energies. In wind energy, solar or other power plants, in power transmission lines, in household power supply, in power supplies for kitchen appliances or other electrical equipment. Infineon provides solutions for the secure, energyconscious use of different energies. In wind energy, solar or other power plants, in power transmission lines, in household power supply, in power supplies for kitchen appliances or other electrical equipment.

Mobility & Connectivity Mobility & Connectivity

Infineon provides solutions for all types of mobility. We make people, data and goods mobile. In mobile communications or broadband networks, in the car or in public transport: neatly hidden from view, chips from Infineon supply safe, energy-conscious mobility. Infineon provides solutions for all types of mobility. We make people, data and goods mobile. In mobile communications or broadband networks, in the car or in public transport: neatly hidden from view, chips from Infineon supply safe, energy-conscious mobility.

Communication Solutions

Safety & Security Safety & Security

Infineon provides solutions for secure communications, for safe cars, for forgery-proof identity documents and for the safe utilization of all types of energy. Infineon provides solutions for secure communications, for safe cars, for forgery-proof identity documents and for the safe utilization of all types of energy.

Priorities for the Next 12 Months

Erfolgreiche Sanierung des verlustbringenden Bereiches COM Successful turn-around of the Chipcard Business Unit Successful turn-around of the Chipcard Business Unit

Successful turn-around of the loss making COM Business Group Successful turn-around of the loss making COM Business Group

Stronger growth than the market in profitable areas and continued expansion of leading market positions Stronger growth than the market in profitable areas and continued expansion of leading market positions

Press Briefing Dr. Wolfgang Ziebart Sept. 28, 2006 / Page 22

Press Briefing

Sept. 28,

Dr. Wolfgang Ziebart

2006 / Page 23

Never stop thinking.

Copyright ©

Infineon Technologies 2005. All rights reserved.

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