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Infineon Technologies AG

Investor Presentation • Sep 29, 2006

222_ip_2006-09-29_57143611-0c07-4497-9bac-8422964552cd.pdf

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International Trade Press Briefing, Munich

Mittal

Page 1

September 28, 2006

Automotive, Industrial & Multimarket

Arunjai Mittal, Senior Vice President & General Manager Power Mgmt. & Drives

Roland Stierle, Vice President Sales Automotive Europe

Overview

Automotive, Industrial & Multimarket Overview

Product Range

  • Power discretes, -modules, -ICs Power discretes, -modules, -ICs
  • Pressure -, Temperature -, Magnetic sensors; RF ICs Pressure -, Temperature -, Magnetic sensors; RF ICs
  • 8-bit, 16-bit, 32-bit TriCore® microcontrollers 8-bit, 16-bit, 32-bit TriCore® microcontrollers
  • AF and RF diodes and transistors; SSICs AF and RF diodes and transistors; SSICs
  • Security ICs Security ICs
  • ASIC Design Solutions ASIC Design Solutions

Core competencies

  • Highest quality products and services Highest quality products and services
  • Leading edge technology and IP portfolio Leading edge technology and IP portfolio
  • System expertise with broad application competence System expertise with broad application competence
  • Strong worldwide presence with local sales and R&D support Strong worldwide presence with local sales and R&D support
  • Dedicated and committed account teams and distributors Dedicated and committed account teams and distributors

Market Positions

  • No. 1 in Power Semiconductors No. 1 in Power Semiconductors
  • No. 4 in Industrial applications No. 4 in Industrial applications
  • No. 2 in Automotive ww, no. 1 in EU No. 2 in Automotive ww, no. 1 in EU
  • No. 1 in Chip Card ICs No. 1 in Chip Card ICs

Sources: IMS (2006), Strategy Analytics (2006), iSuppli (2005), Gartner Dataquest (2005) Sources: IMS (2006), Strategy Analytics (2006), iSuppli (2005), Gartner Dataquest (2005)

AIM serves multiple markets with commodities, dedicated products and chipset solutions

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

Press Briefing

2006-09-28

Mittal / Stierle

Page 7

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

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

World electricity needs expected to double by 2030 Annual increase in electricity demand of 2.7%

Press Briefing Mittal / Stierle 2006-09-28 Page 8

Source: EIA (International Energy Association), International Energy Outlook 2006

Significant savings are possible in many application areas

Significant savings potential also present in households

Additional measures like regulations or incentives (PFC; 80+…) can help in influence mindset/decision making of the end user

Electricity consumption in European households - projection 2010 in TWh

Under present general conditions

Taking account of additional standards

Press Briefing Mittal / Stierle 2006-09-28 Page 10

Energy Waste During Standby Operation Example: TV Set

Number of TV sets in Europeφ power consumption during standby operation by day(20h runtime) Annual power consumption in EuropeAnnual energy consumption by standby operationNumber of TV sets in Europe φ power consumption during standby standbyoperation by day (20h runtime) Annual power consumption in Europe Annual energy consumption by standby standby operation

~200 million 200Wh/day= 73kWh/year~200 million 200Wh/day = 73kWh/ = 73kWh/year

~14.6 billion kWh/year 2000MW~14.6 billion kWh/year 2000MW

New energy saving recommendation (e.g. IEA) implies an energy saving potential of 90% (1800MW).New energy saving recommendation (e.g. IEA) implies an energy saving potential of 90% (1800MW). potential of 90%

power consumption p.a.

50W and < 75W 1.0W 0.75W 0.75W > 15W and < 50W 1.0W 0.75W 0.50W > 0.3W and < 15W 1.0W 0.75W 0.30W Phase 3 Jan. 2005 Phase 2 Jan. 2003 Phase 1 Jan. 2001 Rated Output Power

Implementation of IEA recommendation would save power of 1 nuclear power plant (1,8 GW) Implementation of IEA recommendation of IEA recommendation would save power of 1 nuclear power would save of 1 nuclear plant (1,8 GW) plant (1,8 GW)

Induction Cooker- Case Study for Germany

25% Efficiency Improvement Compared to Conventional Electric Cookers

Number of German households with electric cookers Avg. energy consumption of electric cookers per household Avg. energy consumption in Germany Efficiency improvement by induction cookers* Number of German households Number of German households with electric cookers with electric cookers Avg. energy consumption of el Avg. energy consumption of electric cookers per household ectric cookers per household Avg. energy consumption in Germany nergy consumption in Germany Efficiency improvement Efficiency improvement by induction cookers* by induction cookers*

35.8 million 300 kWh/y 10.7 Mrd. kWh/Jahr 25%35.8 million 35.8 million 300 kWh/y 300 kWh/y 10.7 Mrd. kWh/Jahr 25%

Potential energy saving through induction cookers amounts to 2.7 bn kWh/year. This corresponds to ~ 0,1 AKW @ 2GWh Potential energy saving through induction Potential energy through induction cookers amounts to 2.7 cookers amounts to 2.7 bn kWh/year. This kWh/year. This corresponds to ~ 0,1 AKW @ 2GWh corresponds to ~ 0,1 AKW @ 2GWh

Cost saving potential for German households at €0.155/kWh reaches ~ € 420 m p.a. Cost saving potential for German households Cost saving potential for German households at €0.155/kWh reaches ~ 0.155/kWh reaches ~ € 420 m p.a. 420 m p.a.

Server Power Supplies as Energy Saving IT-Equipment

Efficiency increase of only 1% could save energy of one hydroelectric power plant!

Number of servers ww in 2006*Number of additional servers till 2011φpower usage of one serverOverall power usage of servers wwNumber of servers Number of servers ww in 2006* in 2006* Number of additional servers till 2011 Number of additional servers till 2011 φpower usage of one server power usage of one server Overall power usage of servers Overall power usage of servers ww

~9.5 m ~30 m ~1200 W 36.000 mW~9.5 m ~30 m ~1200 W 36.000 mW

Usage of energy saving IT equipment makes an efficieny increase of 1% possible (360 mW)! Usage of energy saving IT equipment makes an Usage of energy IT equipment makes an efficieny efficieny increase of 1% possible (360 increase of 1% possible (360 mW)!

Efficiency increase of 1% corresponds to the annual output of a conventional hydroelectric power plant (360 MW) not to mention the additional power savings potential due to less cooling needs! Efficiency increase of 1% corresponds to the annual output of a conventional hydroelectric power plant (360 MW) not to mention the additional power savings potential due to less cooling needs!

Lighting Applications- High Energy Saving Potential Electronic Control of Lighting and Switching Reduces Energy

Traction - High Power Application Variable Engine Control and Re-feeding of Braking Energy

Press Briefing Mittal / Stierle 2006-09-28 Page 15

Source: BVG - Berlin

Power semiconductors

Infineon strengthened worldwide market leadership in 2005

Global Power Semiconductor Market Ranking Global Power Semiconductor Market Ranking

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Market Size 2005: USD 11,319.2 m (2004: USD 11,277.8 m)

Press Briefing Mittal / Stierle 2006-09-28 Page 16

Source: IMS Research, Global Market for Power Semiconductors, September 2006

Overview

Automotive Semiconductor Solutions Combining sensing, computing and actuating

Product range Product range

  • Sensors: Pressure, temperature, magnetic and inertia; RF ICs Sensors: Pressure, temperature, magnetic and inertia; RF ICs
  • Microcontrollers: 8-bit, 16-bit, 32-bit TriCore® Microcontrollers: 8-bit, 16-bit, 32-bit TriCore®
  • Power: MOSFETs, IGBTs, voltage regulators, transceivers, smart power, system ICs Power: MOSFETs, IGBTs, voltage regulators, transceivers, smart power, system ICs
  • Plastic Optical Fibre MOST transceivers Plastic Optical Fibre MOST transceivers

Core competencies Core competencies

  • Automotive ExcellenceTM: Most comprehensive quality program in the industry Automotive ExcellenceTM: Most comprehensive quality program in the industry
  • Own production sites for automotive semiconductors Own production sites for automotive semiconductors
  • Innovative product portfolio, covering the complete control cycle Innovative product portfolio, covering the complete control cycle
  • 40 years of system expertise with broad application competence 40 years of system expertise with broad application competence
  • ªNo. 3 in USA, No. 2 ww, No. 1 in Europeª No. 3 in USA, No. 2 ww, No. 1 in Europe

Addressed applications Addressed applications

  • Powertrain Powertrain
  • Safety Management Safety Management
  • Body & Convenience Body & Convenience
  • Infotainment Infotainment

Press Briefing Mittal / Stierle 2006-09-28 Page 18

Infineon Automotive ranks No. 2 worldwide Continuously outperforming the market

Infineon Automotive 2005* No. 3 US No. 2 World No. 1 Europe Infineon Automotive 2005* Infineon Automotive 2005* No. 3 US No. 2 World No. 1 Europe

Market: 16.301 M US\$ ** CAGR: 7,8% (2004-09) **

Continuous Continuous Continuous Outperformance Outperformance Outperformance

  • Strong European market development compared to rest of world
  • Strengthened regional business in NAFTA/Japan
  • Improved relationships to major automotive system vendors

Press Briefing Mittal / Stierle 2006-09-28 Page 19

Strong market position Strong market position Strong market position in Europe secures tec in Europe secures tec in Europe secures technological leadershi hnological leadershi hnological leadershipp

Sources: * Strategy Analytics 2006/05, **Strategy Analytics 2005/10

Do you know that …

…every new car worldwide includes an average number of approximately 25 Chips from Infineon?

  • … in every new European car, on average 5 sensors for ABS or side airbags are from Infineon?
  • … in every 3rd new car worldwide, Infineon's microcontrollers are processing and controlling data real time for engine management?
  • … in every new car worldwide Infineon's power semiconductors are driving half of the loads - from dashboard lighting to the starter and the rear fog light?

The Road to 2010

90% of all Automotive Innovations will be driven by electronics

Production of 73 million light vehicles from 8 OEMs Electronic content: 35% (22% Hardware + 13% Software) Semiconductor content per car: ~300 - 350 Euro

Press Briefing Mittal / Stierle 2006-09-28 Page 21

Production of 57 million light vehicles from 20 OEMs Electronic content: 22% (18% Hardware + 4% Software) Semiconductor content per car: ~200 Euro

Sources: Strategy Analytics, FAZ

Automotive Semiconductor Solutions Combining sensing, computing and actuating

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Press Briefing Mittal / Stierle 2006-09-28 Page 23

Quality and safety of electronics demands a well-balanced co-operation of all involved parties: Early requirement definition, no unrealistic requirements at late notice, Improvement of business processes Quality and safety of electronics demands a well-balanced co-operation of all involved parties: Early requirement definition, no unrealistic requirements at late notice, Improvement of business processes

Results of Automotive ExcellenceTM 60% with zero-defects, another third ≤ 1 ppm

Lasting Commitment to the Automotive Industry + Focus on Power Semiconductor Technologies = Ideal Match for Hybrid

Future Hybrid Electric Vehicles Consume Approximately one 6" Wafer

Press Briefing Mittal / Stierle 2006-09-28 Page 26

Average Vehicle with Combustion Engine Consumes Approximately 1/3 of one 6" Wafer

Future innovations:

Components for Hybrid Electric Vehicles by Infineon

Control Unit:

•Microcontroller (e.g. TC1766)

Hybrid

•Power supply

•Transceivers

•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)

Infineon Offers Modular Hybrid Components and In-depth System Expertise

Automotive Semiconductors Commitment leads to success

Reliability through experience: Reliability through experience:

High quality products and services for the automotive industry for 35 years High quality products and services for the automotive industry for 35 years

Innovative product portfolio covering the complete control cycle: From sensing over computing to actuating Innovative product portfolio covering the complete control cycle: From sensing over computing to actuating

System expertise with broad application competence:Powertrain, Safety Management, Body & Convenience System expertise with broad application competence:Powertrain, Safety Management, Body & Convenience

Automotive ExcellenceTM: Automotive ExcellenceTM:

Most comprehensive quality program in the industry Most comprehensive quality program in the industry

Market leader in automotive semiconductors: No. 3 in USA, No. 2 worldwide, No. 1 in Europe (Source: Strategy Analytics) Market leader in automotive semiconductors: No. 3 in USA, No. 2 worldwide, No. 1 in Europe (Source: Strategy Analytics)

Press Briefing

2006-09-28

Page 30

Mittal / Stierle

Never stop thinking.

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