Investor and Analyst Call 12 June 2012
Peter Schiefer Division President Power Management & Multimarket (PMM)
Table of Contents
Overview
Growth Drivers and Market Opportunities
Mobile Devices & Cellular Infrastructure
Power Supplies (SMPS) & DC/DC Conversion
Summary
Disclaimer:
This presentation contains forward-looking statements about the business, financial condition and earnings performance of the Infineon Group.
These statements are based on assumptions and projections resting upon currently available information and present estimates. They are subject to a multitude of uncertainties and risks. Actual business development may therefore differ materially from what has been expected.
Beyond disclosure requirements stipulated by law, Infineon does not undertake any obligation to update forward-looking statements.
Power Management & Multimarket (PMM) at a Glance
Copyright © Infineon Technologies 2012. All rights reserved. Page 3
There are Seven Globally Defined Focus Application Segments for PMM
More than 80% of Revenues Driven By Seven Major Applications
Revenue split by major application segments*
Infineon"s Market Share for Power Discretes and Modules
Highlights
- Innovative and optimized chip process technologies.
- Tailored assembly and module technology.
- Leading-edge manufacturing, e.g. 300mm power.
* Source: IMS Research "Power Semiconductor Discretes & Modules", August 2011.
Market Share Gain Track Record Discrete Power MOSFETS
Highlights
- Market share gains over the last several years expected to continue via increased bundling of power discretes with power ICs.
- Strong product portfolio and technology leadership is creating success in high margin markets, enabling reduction in gap to #1.
- * Source: IMS Research "World Market for Power Semiconductor Discretes & Modules, Edition 2011", August 2011. ** Source: IMS Research "World Market for Power Semiconductor Discretes & Modules, Edition 2008/2010.
Table of Contents
Overview
Growth Drivers and Market Opportunities
Mobile Devices & Cellular Infrastructure
Power Supplies (SMPS) & DC/DC Conversion
Closer Look at Four Major Revenue Contributors Within PMM
Overview
Growth Drivers and Market Opportunities
Mobile Devices & Cellular Infrastructure
Power Supplies (SMPS) & DC/DC Conversion
Smartphones and Netbooks Will Drive the Increase in Mobile Traffic
Key Drivers
- Number of mobile devices sold increases.
- Wider offer of consumer content by newer generation of devices.
- Higher traffic generation by newer devices (smartphone generates data traffic equal to 24 basic feature phones).
- Mobile network connection speeds increase.
Mobile Devices (Mainly Smartphones)
Addressed markets
- Navigation (GPS, Glonass, Galileo, Baidu) LNA chip sets.
- ASM (antenna switch module) CMOS switch.
- ESD protection TVS diode.
- Microphones ASIC, MEMS.
Highlights
- First to deliver modules for simultaneous reception of both GPS and GLONASS signals.
- ASM: outstanding CMOS RF technology.
- TVS diodes: success with superior technology and competitive cost.
Silicon MEMS Microphone
Highlights
- Flexible business model combining Infineon"s technology know-how in MEMS and ASIC design with customer expertise in acoustics and microphone packaging.
- Leading edge roadmap to best-in-class SNR**, narrow sensitivity and high dynamic range for improved matching of multi-microphone and size reduction.
* Source: IHS iSuppli, 2011. Market shares by silicon-based units. ** SNR: Signal-to-Noise Ratio.
RF Power Amplifier for Cellular Infrastructure
Highlights
- Strong customer base (e.g. Ericsson, Huawei)
- Roll-out of UMTS standard in emerging countries.
- Upgrade to LTE standard in developed countries.
* Source: ABI Research RF Power Amplifiers October 2011.
Overview
Growth Drivers and Market Opportunities
Mobile Devices & Cellular Infrastructure
Power Supplies (SMPS) & DC/DC Conversion
Growth Drivers for AC/DC and DC/DC Power Conversion
- Energy consumption of up to 100 MW per data center (equal to ~80,000 households).
- Highest efficiency of AC/DC and DC/DC power conversion is of utmost importance.
Modern Data Centers are Very Focussed on Efficiency and are Setting Benchmarks
Example: Facebook's first company-owned data center in Oregon uses 38% less energy compared to their other facilities
Highest Efficiency in Power Architectures Through System Understanding
AC/DC and DC/DC
12 June 2012 Copyright © Infineon Technologies 2012. All rights reserved. Page 18
Advantages of Digital Power Management
- The "digital power" platform is a firmware based solution with fully integrated digital control loops.
- Providing application flexibility and allows easy changes to meet rapidly changing market requirements.
- Fast development (time to market) as most parameters can be modified "on the fly" via PC software.
- Comprehensive and accurate control information accessible via controller"s digital bus interface for advanced system power management.
- Increased efficiency especially during light-load condition by changing control modes.
Overview
Growth Drivers and Market Opportunities
Mobile Devices & Cellular Infrastructure
Power Supplies (SMPS) & DC/DC Conversion
| Date |
Location |
Event |
| 31 Jul 2012* |
|
Q3 FY12 Results |
| 29-30 Aug 2012 |
Frankfurt |
Commerzbank
Sector Conference Week |
| 26 Sep 2012 |
Munich |
Baader Investment Conference |
| 14 Nov 2012* |
|
Q4 FY12 Results |
| 15-16 Nov 2012 |
Barcelona |
Morgan Stanley TMT Conference |
| 27-28 Nov 2012 |
Scottsdale, AZ |
Credit Suisse Technology Conference |
* preliminary date
Institutional Investor Relations Contact
Ulrich Pelzer
Corporate Vice President Finance, Treasury & Investor Relations +49 89 234-26153 [email protected]
Joachim Binder
Senior Director Investor Relations
+49 89 234-25649 [email protected]