Investor Presentation • May 11, 2009
Investor Presentation
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Quarterly Update
Infineon Technologies AG Investor Relations
This presentation was prepared as of April 30, 2009 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 we operate. These include statements relating to general economic conditions, future developments in the world semiconductor market, our ability to manage our costs and to achieve our savings and growth targets, the resolution of Qimonda's insolvency proceedings and the liabilities we may face as a result of Qimonda's insolvency, the benefits of research and development alliances and activities, our planned levels of future investment, the introduction of new technology at our facilities, the continuing transitioning of our production processes to smaller structure sizes, and our continuing ability to offer commercially viable products.
These forward-looking statements are subject to a number of uncertainties, including broader economic developments, including the duration and depth of the current economic downturn; trends in demand and prices for semiconductors generally and for our products in particular, as well as for the end-products, such as automobiles and consumer electronics, that incorporate our products; the success of our development efforts, both alone and with partners; the success of our efforts to introduce new production processes at our facilities; the actions of competitors; the availability of funds, including for the re-financing of our indebtedness; the outcome of antitrust investigations and litigation matters; and the resolution of Qimonda's insolvency proceedings; 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 December 29th, 2008. 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 in light of developments which differ from those anticipated.
ÆQimonda Update
ÆBusiness Highlights
Apr 30, 2009 Copyright © Infineon Technologies 2009. All rights reserved. Page 5
Apr 30, 2009 Copyright © Infineon Technologies 2009. All rights reserved. Page 6
Apr 30, 2009 Copyright © Infineon Technologies 2009. All rights reserved. Page 7
FY 2008 FY 2009
In the March quarter 2009, Infineon repurchased a total nominal amount of EUR 35m of its exchangeable bond for about EUR 20m in cash.
Infineon made scheduled repayments of EUR 41m of its syndicated loan facility.
| R e e n e s v u |
A l h h i i b i l i i l l i l i i d I f i t t t t t o u g v s y s r e m a n s m e n n e o n e x p e c s ƒ , f h h i d i b t t t t g r o u p r e v e n u e s o r e r q u a r e r o n c r e a s e y i l 0 % d Q 2 t 1 t a p p r o x m a e y c o m p a r e o h i i i l l b l l T t e n c r e a s e n r e e n e s e a c r o s s a s e g e m e n s ƒ v u w , b d i i i l b h S W L t t t t r e n n p a r c a r e s e g m e n u v u y C i d b l i i i f Q F Y 0 9 t t 4 o n s e r a e u n c e r a n e s r e m a n o r ƒ h f i f l b l i d l i i A I t t s s u c n n e o n e e s u n a e o p r o v e e x p c ƒ , i d f h f l l b f F Y 2 0 0 9 t t t g a n c e o r e e p e c s r e e n e s o r u u u x v u d b h % F Y 0 9 2 0 F Y 0 8 t t o e c r e a s e m o r e a n s y v |
|---|---|
| S t e g m e n R l t e s u |
I f i b i d S R l i t t t t n n e o n e p e c s c o m n e e g m e n e s o m p r o e ƒ x u v i i f i l i Q 3 F Y 0 9 d h i h l l l d t t s g n c a n y n u e o g e r s a e s e v e s a n f h d i t t t u r e r c o s r e u c o n C b i d S l i f Q i R 3 F Y 0 9 t t o m n e e g m e n e s m a r g n o r s ƒ u d b i i d h i h i l d i i t t t t t e p e c e o e a n e g a e m o g s n g e g x v - - - t p e r c e n a g e C b i d S R l f F Y 9 d t t 0 t o m n e e g m e n e s u o r o e c r e a s e ƒ i i f i l d b i t t t s g n c a n y a n o e n e g a v e |
ÆQimonda Update
On April 1, insolvency proceedings for Qimonda AG and Qimonda Dresden GmbH & Co. oHG opened.
Infineon recognized a loss of ~EUR 100m in Q2 FY09 primarily resulting from the recognition of accumulated currency translation effects.
ÆQimonda Update
ÆBusiness Highlights
Leading-edge low-voltage MOSFET technology:
License agreement for
SFET Second-source agreement for Bosch's manufacturing in Reutlingen.
Apr 30, 2009 Copyright © Infineon Technologies 2009. All rights reserved. Page 16
100m units sold
XMM™1100
Infineon's platform concept addresses the entire residential gateway market:
Dedicated solution for High Performance IAD and emerging segment of Universal Terminal Adaptor (UTA)
Support of EU Code of Conduct on Energy Consumption of Broadband Equipment
IPv6 ready
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Copyright © Infineon Technologies 2009. All rights reserved. Page 24
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