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Infineon Technologies AG — AGM Information 2007
Feb 15, 2007
222_ip_2007-02-15_f379c460-0d6a-4043-99f1-ac52aa9ef2d9.pdf
AGM Information
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Annual General Meeting Infineon Technologies AG
Dr. Wolfgang Ziebart President & CEO Infineon Technologies AG
Munich, February 15, 2007


Current comments by media and analysts
"Eine Sanierung schafft viele Werte" Handelsblatt
Nokia-Großauftrag sorgt für Kurssprung bei Infineon
Dax-Tagesgewinner ? Positive Analystenmeinungen
Börsen-Zeitung 08.02.2007
Handelsblatt Nokia 30.01.2007 -Auftrag euphorisiert Infineon-Anleger
Aktie des Chipherstellers steigt um nahezu elf Prozent
Financial-Times Deutschland 08.02.2007
Infineon kehrt in die Gewinnzone zurück
11.12.2006
1FQ07 results - Confidence level increasing in Wireless
29.01.2007
Infineon announces Nokia as single chip customer
February 7, 2007
29.1.2007
Fiscal Year 2006

Revenues +17%
EBIT significantly improved from Euro -183 million to Euro -15 million
Fiscal Year 2007 (first quarter)

G Operational results stable despite BenQ loss

Development of Infineon share

Source: Bloomberg


Strategic redirection


Qimonda
G n Successful Initial Public Offering
n Good results for fiscal year 2006
n Positive development of share price
Development of Qimonda share Qimonda: +15%, Infineon: +40%


Source: Bloomberg

Successful restructuring of Euro 700 million in revenues

Automotive, Industrial & Multimarket
G n Turn-around Discretes
- n Turn-around Sensors
- n Break-even Chipcard

Communication Solutions
G n Turn-around Tuner, RF Power
n Access sustained profitability
n New customers, e.g.: LG, Panasonic, Nokia

"New Infineon"

- n More than Euro 4 billion in revenues in fiscal year 2006
- n About 30,000 employees from 107 nations in 26 countries
- n Thereof some 6,000 employees in R & D in over 35 locations
- n We invest Euro 800 million in R & D
- n Strong technology foundation with more than 22,900 patents and applications
Ranking in our global target markets

| Power | WirelineAccess | Wireless,RF | Chipcard | Automotive |
|---|---|---|---|---|
| #1 | #1 | #1G | #1 | #2 |
| Marketshare | Marketshare | Marketshare | Marketshare | Marketshare |
| 9.4% | 19% | 11% | 29% | 9.3% |
| Source: IMS,Sept. 2006 | Source: Gartner,Jun. 2006 | Source: Gartner,Sept. 2006 | Source: Frost&Sullivan,July2006 | Source: StrategyAnalytics,May 2006 |
Strengthen our strengths

n Energy Efficiency
n Mobility
n Security

Energy Efficiency
G We significantly improve the energy efficiency of engines, drives and electronic equipment. We ensure the safe energy-conscious utilization of our resources at all time.

Mobility
G Infineon provides a broad variety of products and technology everyone can use to be connected every day and everywhere – at home, in the office or on the way.

Security
G Infineon provides the basis for increased user comfort, safety of life, privacy, and protection of information.
Energy Efficiency, Mobility and Security

G Profitable growth through acquisitions & organic growth

G New manufacturing and development strategy
Profitable growth

ICoRe: Reduce complexity of organization


Focus on G 10.
Our objectives

>10%
Growth
EBIT
Copyright © Infineon Technologies 2007. All rights reserved.
G
Our objective: 10% EBIT

2007: Break-even result
G 2008: Half distance
2009: Approach objective
Basis for solid profitability

n Focus on logic business
G n Successes in restructuring
n New manufacturing strategy
Annual General Meeting Infineon Technologies AG
Peter J. Fischl CFO Infineon Technologies AG
Munich, February 15, 2007

EBIT – Earnings before Interest and Taxes

[EUR m]

Employees

Research and Development Expenses Selling and Administrative Expenses


Copyright © Infineon Technologies 2007. All rights reserved.
Balance Sheets - Assets



Balance Sheets - Liabilities

[EUR m]

Cash-Position

[EUR m]
