Stop parsing PDFs. Get the API. Request Access

AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Infineon Technologies AG

Investor Presentation • Apr 27, 2007

222_ip_2007-04-27_14e2e14f-cbe9-474b-9369-4f84c732a68f.pdf

Investor Presentation

Open in Viewer

Opens in native device viewer

Second Quarter 2007

Quarterly Update

Disclaimer

This presentation was prepared as of April 27, 2007 and is current only as of that date.

This presentation includes forward-looking statements about the future of Infineon's business and the industry in which it operates. These include statements relating to future developments in the world semiconductor market, including the market for memory products, Infineon's future growth, the benefits of research and development alliances and activities, Infineon's planned levels of future investment in the expansion and modernization of its production capacity, the introduction of new technology at its facilities, the continuing transitioning of its production processes to smaller structure sizes, cost savings related to such transitioning and other initiatives, Infineon's successful development of technology based on industry standards, Infineon's ability to offer commercially viable products based on its technology, Infineon's ability to achieve its cost savings and growth targets, and the impact of the carve-out of Qimonda, the group's memory products business, its initial public offering, and any further sales of Qimonda shares or other corporate financing measures in that regard.

These forward-looking statements are subject to a number of uncertainties, including trends in demand and prices for semiconductors generally and for Infineon's products in particular, the success of Infineon's development efforts, both alone and with partners, the success of Infineon's efforts to introduce new production processes, the actions of competitors, the availability of funds for planned expansion efforts, and the outcome of antitrust investigations and litigation matters, as well as the other factors mentioned in this presentation and those described in the "Risk Factors" section of the annual report of Infineon on Form 20-F filed with the U.S. Securities and Exchange Commission on November 30, 2006 or contained in the company's quarterly reports. As a result, Infineon's actual results could differ materially from those contained in these forward-looking statements. You are cautioned not to place undue reliance on these forward-looking statements.

Infineon does not undertake any obligation to publicly update or revise any forward-looking statements because of new information, future events or otherwise.

Group Financials and Targets

COM Growth Drivers, Products and Strategy

AIM Growth Drivers, Products and Strategy

Second Quarter FY 2007 Results:Revenues of EUR 1.96 bn; EBIT of EUR 49 m

I
F
X		 d
l
d
i
Q
i
d
d
b
f
h
R
E
B
I
T
e
e
n
e
s
a
n
e
c
n
g
m
o
n
a
a
n
e
o
r
e
c
a
r
g
e
s
a
r
e
v
u
x
u
d
i
t
t
e
x
p
e
c
e
o
n
c
r
e
a
s
e
C
O
M		 R
d
E
B
I
T
i
l
t
t
"
e
v
e
n
u
e
s
a
n
o
m
p
r
o
v
e
s
r
o
n
g
y
q
o
q
-
-
S
i
i
f
i
i
i
f
l
f
h
i
i
t
t
t
"
g
n
c
a
n
r
e
v
e
n
u
e
n
c
r
e
a
s
e
g
v
e
n
r
a
m
p
o
p
a
o
r
m
s
p
m
e
n
s
n
i
l
b
i
i
l
i
b
i
b
b
f
l
t
t
t
r
e
e
s
s
s
n
e
s
s
r
e
n
e
s
n
e
s
s
o
e
a
o
a
w
u
w
u
u
;
A
I
M		 d
R
E
B
I
T
i
l
f
l
t
t
t
t
"
e
e
n
e
s
a
n
o
r
e
m
a
n
a
e
a
s
a
q
o
q
v
u
-
-
b
l
i
h
l
d
i
l
l
i
k
b
b
f
l
A
I
M
t
t
t
t
&
t
t
t
t
t
"
o
o
e
p
s
g
n
s
r
a
m
a
r
e
o
e
a
o
a
u
u
y
u
u
u
;
;
S
i
A
S
I
C
d
t
t
&
e
c
u
r
y
o
e
c
r
e
a
s
e
O
O
S
,
C
E
&		 C
b
i
d
l
b
f
h
b
d
l
h
d
E
B
I
T
"
o
m
n
e
o
s
s
e
o
r
e
c
a
r
g
e
s
r
o
a
y
u
n
c
a
n
g
e
q
o
q
-
-
C
h
i
h
f
i
l
h
i
d
d
b
i
i
i
f
i
"
t
t
t
t
t
t
a
r
g
e
s
n
e
s
c
a
r
q
u
a
r
e
r
a
r
e
e
x
p
e
c
e
o
e
n
s
g
n
c
a
n

Infineon excl. QimondaGroup Results and FY 2007, FY 2008 Outlook

Infineon defines EBIT as Earnings (loss) Before Interest and Taxes.

*) FY2006: Includes net charges of € 199 million relating primarily to various impairments and restructuring measures as well as expenses incurred in connection with the insolvency of BenQ Mobile Germany and the IPO of Qimonda.

Infineon excl. QimondaGross Cash, Gross Debt and Net Debt

Financial structure for the past quarters

C
d
E
a
p
x
a
n
D
A
&		 [
]
€
m		 Q
1
F
Y
0
7		 Q
2
F
Y
0
7		 F
Y
2
0
0
7		 F
Y
2
0
0
8
+
C
E
a
p
x
(
)
/
S
l
%
a
e
s		 1
0
5
1
1.
0
%		 1
1
4
1
1.
7
%		 4
5
0
5
5
0
-		 %
f
1
0
1
2
o
-
l
s
a
e
s
D
A
&
(
)
/
S
l
%
a
e
s		 1
6
2
%
1
6.
9		 1
5
2
%
1
5.
5		 5
5
0
6
5
0
-		 i
l
i
n
n
e
i
h
t
w
C
E
a
p
x

Infineon Businesses

CommunicationSolutions

Automotive, Industrial & Multimarket

AutomotiveAutomotive

Microcontroller

Automotive Power

Sense & Control

Industrial & Multimarket Industrial & MultimarketPower Management & Drives

Discrete Semiconductors

Security & ASICs Security & ASICs

ASIC Design & Security

Chip Card & Security ICs

Group Financials and Targets

COM Growth Drivers, Products and Strategy

AIM Growth Drivers, Products and Strategy

Major COM Growth Opportunities: Mobile Phone Platforms

Complete Mobile Phone Platform Solutions for Major Growth Markets

T
t
T
t
a
r
g
e
a
r
g
e
k
t
k
t
m
a
r
e
s
m
a
r
e
s		 /
G
G
2
2
5
G
S
/
G
S
M
P
R		 2
7
E
D		 G
5
G
E		 3
G
S
U
M
T		 3
G
5
S
H
D
P
A
P
l
f
t
l
f
P
t
a
o
r
m
a
o
r
m		 C
U
L
1		 C
U
L
2		 M
P
E
-		 M
P
-
E
l
i
t
e		 M
P
E
U
-		 M
P
E
H
-
B
b
d
a
s
e
a
n		 o
i
d
a
r
D		 e
c
i
o		 3 o
i
d		 3 3
R
F
C
M
O
S
i
t
r
a
n
s
c
e
e
r
v		 L
O
G
-
E		 v
D
L
O		 3 a
r
D
L
O		 3 3
P
o
w
e
r
t
m
a
n
a
g
e
m
e
n		 3 G
-
E		 3 G
-
S		 3 3
P
l
k
t
t
r
o
o
c
o
s
a
c		 3 3 3 3 3 3
R
a
m
p
p
u
-		 3
I
t
t
n
e
g
r
a		 3
d
i
h
i
e
n
o
n
e
c
p		 3 2
H
C
Y
0
7		 3 C
Y
2
0
0
7
+

Successful Launch of Platforms in Major Target Markets

Plus:

Design win at NOKIA with E-GOLDvoice single-chip for entry level phones.

Design wins across our ULC, EDGE and 3G platforms at other major customers.

Major COM Growth Opportunities: RF Transceiver

Source: Strategy Analytics, 2006; IFX

RF TransceiverCMOS Leadership Turns Into Design-Wins

/
G
G
G
2
2
5
2
7
5
/
G
S
G
S
G
M
P
R
E
D
E		 G
3
C
W
D
M
A		 G
3
5
S
H
D
P
A		 G
4
/
i
W
M
A
X
L
T
E
S
M
A
R
T
i
S
D
S
M
A
R
T
i
S
D
2
1
3
0
C
M
O
S
n
m		 S
M
A
R
T
i
P
M
S
M
A
R
T
i
P
M
2
S
M
A
R
T
i
P
M
+
n
e
w
C
O
S
1
3
0
M
n
m		 S
M
A
R
T
i
G
3
S
M
A
R
T
i
G
E
3
C
O
S
1
3
0
M
n
m		 n
e
w
S
M
A
R
T
i
U
E
C
M
O
S
1
3
0
n
m		 S
M
A
R
T
i
W
i
M
A
X
n
e
w
C
M
O
S
1
3
0
n
m
C
t
s
o
m
e
r
u		 i
f
A
I
t
r
n
e
r
a
c
e		 S
h
i
d
t
p
p
e
m
o
r
e
C
l
l
l
T
e
u
a
r
r
a
n
c
e		 h
2
3
0
a
n
m
C
's
i
I
i
2
0
0
6
v
e
r
n
9
i
1
t
t
w
o
e
r
-
O
E
M
s		 E
D
G
E
(
)
S
M
A
R
T
i
P
M
+		 N
1
l
d
i
d
r.
o
r
e
w
w
R
F
T
i
r
a
n
s
c
e
v
e
r		 i
n
s
/
h
i
W
C
D
M
A
W
E
D
G
E
t
t
1
r
e
e
e
r
-
(
)
/
O
E
M
S
M
A
R
T
i
3
G
E
3
G
s		 's
f
W
l
d
i
E
D
t
o
r
r
s
C
M
O
S
R
F
T
r
a
n
i
l
n
v
o
u
m
e		 G
E
9
i
s
c
e
v
e
r
i
1
O
E
M
t
e
r
-		 H
E
D
G
E
(
)
S
i
M
A
R
T
U
E
l
i
l
G
/
G
/
D
W
E
D
E
W
E
D
E
t
m
u
p
e
o
n
G
I
F
X
l
f
H
E
D
E
t
p
a
o
r
m
s		 's
f
C
W
l
d
i
W
t
o
r
r
s
C
M
O
S
R
F
T
r
a
n
l
o
m
e
v
u		 D
M
A
9
i
i
s
c
e
v
e
r
n

Selection of major design-wins

Major COM Growth Driver: Broadband

Broadband Design-Win Momentum Continues

Group Financials and Targets

COM Growth Drivers, Products and Strategy

AIM Growth Drivers, Products and Strategy

Automotive Microelectronics Trends − More Than 50% of \$-value of Electronics is Semiconductors

Areas of Growth in Automotive

Energy Efficiency

  • Fuel consumption
  • Energy recovery

Regulation

  • Emission limits
  • Safety (TPMS, emergency call, VSC)
  • Toll collection

Driving Experience

  • Comfort features
  • Safety
  • Proactive warning, assist and intervention

Emerging Markets

China and India

Powertrain

  • 32-bit motor control
  • Hybrid drivetrain

Safety

  • Airbag, ABS & VSC
  • Driver assistance systems

Body

  • Electrical motor control
  • LEDs for lighting

Infotainment

Integration of consumer devices into vehicle

Market

Infineon Automotive Ranks No. 2 Worldwide Continuously Outperforming the Market

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

Market: USD 18,019 m** CAGR: 7.4% (2006-11)**

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

Strong market position in Europe secures technological leadership.

Sources: * Strategy Analytics, May 2006; ** Strategy Analytics, August 2006

Energy Demand and Electricity Consumption are on the Rise – We Can Help to "Do More With Less"

Savings of 25% are possible in current electrical energy consumption which equals the demand of the USA.

Source: Fraunhofer Institute, IISP, LES-Flyer, 2004

Today's Savings Potential from Using Electronic Power Conversion and Control

Source: Infineon, 2005; BVG – Berlin, 2005; Siemens/ECPE, 10/2005

Energy Generation and Distribution Grid Coupling and Long Range Energy Transport

April-2007 Copyright © Infineon Technologies 2007. All rights reserved. Slide 23 FACTS = Flexible Alternating Current Transmission Systems; SVC = Static Variable Compensator; HVDC = High Voltage Direct Currect

Energy Consumption Focus is on Efficient Power Conversion

Infineon –Never stop thinking

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

Profitable Growth: Infineon's AIM ex Security & ASICs*

April-2007 Copyright © Infineon Technologies 2007. All rights reserved. Slide 27 *) Minimal inconsistencies possible due to changes in segment reporting

Q
3
F
0
5		 Q
4
F
0
5		 Q
1
F
0
6		 Q
2
F
0
6		 Q
3
F
0
6		 Q
4
F
0
6		 Q
1
F
0
7		 Q
2
F
0
7
S
l
(
E
U
R
)
a
e
s
m		 9
4
7		 9
6
4		 9
9
6		 1
0
6
5
,		 9
9
5		 1
0
5
8
,		 9
5
8		 9
7
8
E
B
I
T
(
E
U
R
)
m
E
B
I
T
i
m
a
r
g
n		 9
8
-
1
0
3
%
-		 8
1
-
8
4
%
-		 1
0
1
%		 7
0
7
%		 5
1
-
5
1
%
-		 1
7
4
-
1
6
4
%
-		 9
-
0
9
%
-		 2
8
-
2
9
%
-
E
B
I
T
h
(
E
U
R
)
e
c
a
r
g
e
s
m
x
E
B
I
T
i
h
m
a
r
g
n
e
c
a
r
g
e
s
x		 2
7
-
2
9
%
-		 8
-
0
8
%
-		 3
0
3
%		 1
1
1.
0
%		 2
2
-
2
2
%
-		 1
1
-
1.
0
%
-		 9
-
0
9
%
-		 1
0
1
%
D
&
A
(
E
U
R
)
m
/
S
(
)
D
&
A
l
%
a
e
s		 1
6
8
1
%
7
7		 2
0
8
2
1.
6
%		 1
5
0
1
1
%
5		 2
0
6
1
9
3
%		 1
7
4
1
%
7
5		 1
7
2
1
6
3
%		 1
6
2
1
6
9
%		 1
5
2
1
%
5
5
C
E
(
E
U
R
)
a
p
m
x
C
/
S
(
)
E
l
%
a
p
x
a
e
s		 N
M
N
A		 1
0
7
1
1.
1
%		 4
9
4
9
%		 3
1
4
2
9
%
5		 1
5
8
1
9
%
5		 1
7
3
1
6
4
%		 1
0
5
1
1.
0
%		 1
1
4
1
1.
%
7
G
C
(
)
h
E
U
R
r
o
s
s
a
s
m		 1
3
4
7
,		 1
2
6
4
,		 1
4
2
6
,		 1
4
2
7
,		 1
8
5
5
,		 1
4
8
1
,		 8
0
7
G
(
)
D
b
E
U
R
t
r
o
s
s
e
m		 1
5
5
7
,		 1
9
3
5
,		 1
8
2
7
,		 1
8
3
9
,		 1
8
4
5
,		 1
8
2
7
,		 1
2
4
8
,
N
d
b
(
E
U
R
)
t
t
e
e
m		 1
8
3		 3
2
9		 4
4
6		 4
1
2		 2
6
9		 3
9
1		 3
7
8
E
l
m
p
o
y
e
e
s		 2
6
8
3
4
,		 3
0
6
1
5
,		 2
9
4
4
6
,		 2
9
8
4
9
,		 3
0
0
1
7
,		 2
9
8
1
7
,

Financial Calendar

Jul 27, 2007* Interim Report FQ3 2007

Nov 14, 2007* Interim Report FQ4 2007

* = Preliminary Date

More from Infineon Technologies AG

Director's Dealing 2025
Dec 9
Director's Dealing 2025
Dec 5
Report Publication Announcement 2025
Nov 28
Report Publication Announcement 2025
Nov 28
Report Publication Announcement 2025
Nov 28
Annual Report 2025
Nov 28
Transaction in Own Shares 2025
Nov 17
Earnings Release 2025
Nov 12
Transaction in Own Shares 2025
Nov 10
Transaction in Own Shares 2025
Nov 3
View all filings →

Talk to a Data Expert

Have a question? We'll get back to you promptly.