Infineon Technologies AG

Investor Presentation • Sep 25, 2013

Baader Investment Conference Munich, 25 September 2013

CEO Dr. Reinhard Ploss CEO

Infineon at a Glance

Market Update

Results and Outlook

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.

Revenue Split by Division

Q3 FY 2013 revenue: EUR 1,022m

Tight Customer Relationships are Based on System Know-how and App Understanding

Distributors

Infineon Holds Top Positions in All Target Markets

Calendar year 2012. Source: Strategy Analytics, April 2013.

Source: IMS Research (an IHS company), July 2012.

Calendar year 2011.

2013-09-25 Copyright © Infineon Technologies AG 2013. All rights reserved. Page 5

Calendar year 2011.

August 2012.

Source: IMS Research (an IHS company),

Infineon at a Glance

Market Update

Results and Outlook

Automotive Semiconductor Market 2012: Infineon #1 in Fastest-Growing Region APAC

World		Europe			APAC & others*
(\$23.88bn)		(\$8.04bn)			(\$5.70bn)
1. Renesas 14.2% 2. Infineon 9.1% 3. STMicro 7.9% 4. Freescale 7.0% 5. NXP 6.3% 6. Bosch 5.7% 7. TI 5.7%	1. 2. 3. 4. TI 5. 6. 7.	Infineon 13.0% Bosch 11.3% STMicro 10.0% 8.4% Renesas 7.8% NXP 7.6% Freescale 7.4%		1. Infineon 9.4% 2. STMicro 9.4% 3. Renesas 9.0% 4. NXP 8.4% 5. Freescale 7.4% 6. TI 3.1% 7. Toshiba 3.0%
North America	Japan		China		Korea
(\$4.49bn)	(\$5.65bn)		(\$2.82bn)		(\$1.81bn)
1.Freescale 12.5% 2.Infineon 8.4% 3.Renesas 8.2% 4.STMicro 8.1%	1.Renesas 2.Toshiba 3.Fujitsu 4.Sanken	33.3% 13.0% 4.5% 3.9%	1.NXP 2.STMicro 3.Renesas 4.Freescale	10.5% 10.0% 9.5% 9.2%	2.STMicro 3.Freescale 4.NXP	1.Infineon 13.7% 6.8% 6.7% 5.6%

Source: Strategy Analytics, April 2013. * According to Strategy Analytics this ranking also includes Russia, India, South America and further countries.

5.Infineon 3.7%

5.TI 7.4%

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5.Infineon 7.0%

5.Bosch 3.9%

Despite Europe, Global Car Production Up in 2013; Long-Term Prospects Still Healthy

Source: IHS Inc., September 2013. www.ihs.com.

Semiconductor Value-Per-Car Continues to Increase

Source: Strategy Analytics (SA): "Automotive Semiconductor Demand Forecast 2011 – 2020", July 2013; including semiconductor sensors.

* Safety = "Safety" + "Chassis" according to SA definition.

** Body = "Body" + "Security" according to SA definition.

Expectations for Higher CO² Efficiency in Automotive are Extremely Demanding

Euro-NCAP 5-Star Rating Requires Radar and/or Camera Technology

• RADAR, camera are the key distance sensors enabling Advanced Emergency Braking (AEB).
• RADAR is the sensor of choice to cover critical conditions, e.g. rain, fog, night, bright sunlight.
• Camera is needed for lane assistance (LDW, LKA).

Starting 2014

Today: LIDAR, but range is too short to get all points. Future: 2x range required. Only RADAR or Camera enable all points.

Semiconductors are the Major Enabler of Electric and Hybrid Vehicles

• Up to 80% of innovation in automotive is enabled by semiconductors, even more when it comes to Hybrid and EV
• Power Semiconductors are essential for the electrified powertrain and power conversion
• Efficiency of power semiconductor is a direct lever for range and lower system costs

China is Driving the Market for Both Wind and Photovoltaic

Source: IHS Inc. (IMS Research): "The World Market for Wind Converters – 2013 Edition", July 2013.

Source: IHS Inc. (IMS Research): "PV Inverter – World Market Report – 2013 Report", July 2013.

Growth in Servers Compensates Slowdown in PCs and Notebooks

Source: Gartner: "Desktop-Based PCs, Notebooks, Ultramobiles and Tablets, Worldwide: 2011 – 2017", 2Q13 Update, July 2013.

Source: Gartner: "Forecast: Servers, All Countries, 2011 – 2017", 2Q13 Update, July 2013.

DrBlade: From Product to System

DrBlade: DC/DC for servers as System-in-Package solution

• Total solution: digital power management IC plus DrBlade.
• DrBlade: System-in-Package (SiP) of driver IC plus power stage (MOSFETs) using innovative chip-embedding packaging technology.

Top view Bottom view

©Infineon Technologies AG

©Infineon Technologies AG

Our Business With RF Components, Si-Mics and Power Semis Fueled by Mobile Devices

The chart was created by Infineon based on Gartner research. Source: Gartner: "Forecast: Desk-based PCs, Notebooks, Ultramobiles, and Tablets, Worldwide, 2011 – 2017", 2Q13 Update, July 2013.

* Including Utility Tablets, Basic Tablets and Premium Tablets.

Source: Strategy Analytics: "Global Smartphone Sales Forecast for 88 Countries: 2007 to 2017", July 2013.

Double-digit Growth in Payment and Government ID; Boom at Dual Interface

Source: IMS Research (an IHS company): "Smart Card and IC Database – World – 1Q13 Update", June 2013. Microcontroller only.

Source: IMS Research (an IHS company): "The World Market for Payment and Banking Cards – World – 2013", August 2013.

Infineon at a Glance

Market Update

Results and Outlook

Record Sales in ATV; IPC Returned to More Normal Levels; Nice Margin Recovery in PMM

Guidance for Q4 FY13 and FY 2013

Infineon is a Long-Standing Member of Europe's Leading Sustainability Indices

Infineon is member of the Dow Jones Sustainability Index since 2010. Infineon performed very well in the fields of Dow Jones Sustainability Index FTSE4Good Index Infineon was added to the FTSE4Good Index Series on 24 September 2001. It was confirmed by the FTSE4Good Policy Committee in its March 12 Sep 2014

• Operational Eco-efficiency,
• Product Stewardship, and
• Innovation Management.

2013 review that Infineon continues to be a member of

the FTSE4Good Index.

Date	Location	Event
12 Nov 2013*		Q4 FY13 and FY 2013 Results
18 – 19 Nov 2013	London	Company Roadshow including presentation by Andreas Urschitz Division President, Power Management & Multimarket
20 – 21 Nov 2013	Barcelona	Morgan Stanley TMT Conference
03 – 04 Dec 2013	Scottsdale, AZ	Credit Suisse Technology Conference
* provisional

Institutional Investor Relations Contact

	Ulrich Pelzer Corporate Vice President Finance, Treasury & Investor Relations	 +49 89 234-26153  ulrich.pelzer@infineon.com
	Joachim Binder Senior Director Investor Relations	 +49 89 234-25649  joachim.binder@infineon.com
	Holger Schmidt Manager Investor Relations	 +49 89 234-22332  holger.schmidt@infineon.com
31 July 2012	Bernard Wang Manager Investor Relations Copyright © Infineon Technologies 2012. All rights reserved.	 +49 89 234-22669  bernard.wang@infineon.com Page 24