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Infineon Technologies AG

Investor Presentation Sep 19, 2006

222_ip_2006-09-19_6b44c53c-e25b-4a52-b1a2-3b449ac2103f.pdf

Investor Presentation

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Nine Months Roadshow

Presentation for Q3 FY06 September Quarter2006

Slide - 1 -

July / August / September 2006

Dr. Wolfgang Ziebart President and CEO

Peter J. Fischl Executive Vice President and CFO

Disclaimer

Please note that while you are reviewing this information, this presentation was created as of the date listed, and reflected management views as of that date.

This presentation contains certain forward-looking statements that are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements.

Such risks and uncertainties include, but are not limited to the Risk Factors noted in the Company's Earnings Releases and the Company's filings with the Securities and Exchange Commission.

Presentation for Q3 FY06 September Quarter 2006 Slide - 2 -

Slide - 3 -

Q3 FY06 Results:

Revenues of EUR 1.97bn and EBIT of EUR 49m

Presentation for Q3 FY06 September Quarter 2006 Slide - 4 -

Maintaining a Net Cash Position

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Presentation for Q3 FY06 September Quarter 2006 Slide - 5 -

(1) Excluding purchase / sale of marketable securities.

Business Groups' Q4 FY06 Outlook

From the 2006 financial fourth quarter onwards, Infineon will provide guidance for revenues and EBIT for its non-memory businesses. Infineon expects revenues and EBIT for these businesses to increase.

AIMAIM

  • !AIM revenues and EBIT are expected to rise slightly qoq.
  • ! In the automotive business we anticipate a seasonally weaker quarter.
  • ! After two very strong quarters in the companyís industrial business, Infineon expects continued demand in the fourth quarter driven predominantly by seasonality.
  • ! Sales in the Security & ASICs business are expected to reaccelerate after a strong second and a weaker third quarter, driven mainly by an anticipated stronger security and chip-card business.

COM COM

  • ! COM revenues and EBIT are expected to improve compared to Q3 FY06.
  • ! Mainly due to ramp-up of shipments to new wireless customers

Presentation for Q3 FY06 September Quarter 2006 Slide - 6 -

  • -

Business Group AIM and its 7 Business Units

Automotive, Industrial & Multimarket Automotive, Industrial & Multimarket

Automotive

Presentation for Q3 FY06 September Quarter 2006 Slide - 8 -

Worldwide Automotive Semiconductor Market Continues to Grow; Safety is the Fastest Growing Segment

Presentation for Q3 FY06 September Quarter 2006 Slide - 9 -

(Infotainment = Driver Information + Audio)

Infineon Delivers Full Spectrum of Semiconductor Technologies for Automotive Electronics

Presentation for Q3 FY06 September Quarter 2006 Slide - 10 -

Automotive Semiconductor Product Segments

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Presentation forSeptember Quarter 2006 Slide - 11 -

Infineon Gained Automotive Market Share Again in 2005

Presentation for Q3 FY06 September Quarter 2006 Slide - 12 -

Industry ñ Infineon Supplies Products for the Entire Chain

Presentation for Q3 FY06 September Quarter 2006 Slide - 13 -

Growth Driver for CoolMOS / OptiMOS: More and More Applications Require Power Efficiency

Presentation for Q3 FY06 September Quarter 2006 Slide - 14 -

Presentation

Slide - 15 -

September Quarter

for Q3 FY06

2006

Ranking

Power Semiconductor Market

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Presentation for Q3 FY06September Quarter 2006 Slide - 16 -

Business Group Communication Solutions and its 7 Business Units

Communication Solutions Communication Solutions

Presentation for Q3 FY06 September Quarter 2006 Slide - 18 -

Slide - 19

Worldwide Design-Wins in Broadband Access

Expanding RF Customer Base Through RF CMOS Leadership

  • !No. 1 in RF with approximately 200 million RF chips sold in CY05 !No. 1 in RF with approximately 200 million RF chips sold in CY05
  • ! Design-win for EDGE (SMARTi PM) at Samsung; ramp-up in FQ3. ! Design-win for EDGE (SMARTi PM) at Samsung; ramp-up in FQ3.
  • ! Two further design-wins for other RF transceivers at two other major customers. !Two further design-wins for other RF transceivers at two other major customers.

Presentation for Q3 FY06September Quarter 2006 Slide - 20 -

Competitive Mobile Phone Platforms Offering Leads to Several Design Wins

for Q3 FY06 2006

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PresentationSeptember Quarter Slide - 21 -

Qimonda Investor Relations:

Mr. Andreas Schaller [email protected] +49 (89) 234 25852

Presentation for Q3 FY06 September Quarter 2006 Slide - 22 -

Presentation

Slide - 23 -

September Quarter

for Q3 FY06

2006

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