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Infineon Technologies AG

Investor Presentation Jul 30, 2015

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Company Presentation July 2015

Infineon plus International Rectifier: A Powerful Combination

  • › As of January 2015, International Rectifier is an Infineon Technologies company
  • › Combined pro-forma revenue of ~€5,150m* (~\$6,950m) in Infineon 2014 fiscal year
  • › About 35,000 employees worldwide* (as of June 2015)
  • › Strong technology portfolio with more than 22,800 patents and patent applications (as of September 2014)
  • 33 R&D locations; 20 manufacturing locations

*non-audited figures

We make life easier, safer and greener – with technology that achieves more, consumes less and is accessible to everyone. Microelectronics from Infineon is the key to a better future.

Part of your life. Part of tomorrow.

Infineon enables eco-friendly, connected and safe mobility

Applications

Efficient powertrain, electric and hybrid vehicles, charger station for electric vehicles, car safety, chassis and comfort electronics, authentication, mobile security, traction

Infineon enables efficient generation, transmission and conversion of electrical energy

Applications

Energy transmission and conversion, renewable energy generation, home appliances, power supplies, LED lighting systems, mobile devices, power supplies, industrial drives, industrial vehicles

Infineon enables security in the connected world

Applications

Internet of Things (incl. Industry 4.0), mobile security, embedded security, trusted computing, machine to machine, (mobile) payment, SIM applications, transport ticketing, government identification

Top positions in all major product categories

Automotive semiconductors

total market in 2014: \$27.5bn

Power semiconductors

total market in 2013: \$15.4bn

Smart card ICs

total market in 2013: \$2.48bn

Automotive semiconductors incl. semiconductor sensors.

Source: Strategy Analytics, April 2015

NXP

Freescale

STMicro

Infineon (incl. IRF)

Renesas

Discrete power semiconductors and Microcontroller-based smart
power modules. card ICs.
Source:
IHS Inc., September 2014
Source: IHS Inc., July 2014

Leadership in system understanding will foster future growth and profitability

1 and technology leader in Power System leader in Automotive Leader in Security Solutions Competitive advantages Revenue Growth: ~8% Segment Result Margin: ~15% Investment-to-Sales: ~13% Average-cycle financial targets

Revenue split by segment

*Other Operating Segments; Corporate & Eliminations

Segment revenue, result and margin

* Including International Rectifier from 13 January to 31 March 2015.

Tight customer relationships are based on system know-how and app understanding

EMS partners Distribution partners

July 2015 Copyright © Infineon Technologies AG 2015. All rights reserved. 11

Our global R&D network

Worldwide manufacturing sites frontend and backend

July 2015 Copyright © Infineon Technologies AG 2015. All rights reserved. 13

Our global sales network

Corporate Social Responsibility (CSR)

  • › CSR comprises our voluntary commitment in: Human Resources Management and Human Rights, Environmental Sustainability, Occupational Safety and Health, Corporate Citizenship*, CSR Supply Chain Management as well as Business Ethics.
  • › Infineon entered the UN Global Compact as one of the first semiconductor companies already in 2004 and is voluntary committed to the 10 Principles.
  • › Infineon is among the top 15% of the most sustainable companies in the world for the 5th time and listed in the Sustainability Yearbook.
  • › Infineon is continuously listed in the Dow Jones Sustainability Index since 2010.
  • › Infineon does not compromise in human rights and business ethics.
  • › Infineon's products and solutions as well as our efficient resources management enable a significant net ecological benefit.

*social engagement of companies.

The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.

Infineon is excellent in resources efficiency

At Infineon, less is more

About 32% less electricity consumed per square centimeter produced wafer than the global average

About 20% less water consumed per square centimeter produced wafer than the global average

About 47% less waste generated per square centimeter produced wafer than the global average

We use resources much more efficient in our production processes than the global average of the semiconductor industry.

Basis for the calculations are the square centimeters processed wafer area in the front-end production and consumptions according to WSC definition.

The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.

Infineon creates a net ecologic benefit

Emission Reduction enabled by our products and solutions

Net ecological benefit: round 13 million tons of CO2 emission reduction

1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, waste/waste water, direct emissions, energy consumption, waste, etc. and is based on internally collected data and externally available conversion factors. All data relates to the 2014 fiscal year.

2) This figure is based on internally established criteria, which are explained in the explanatory notes. The figure relates to the calendar year 2013 and considers the following fields of application: automotive; lamp ballast control; PC power supply; renewable energy (wind, photovoltaic); and rives. CO₂ savings are calculated on the basis of potential savings of technologies in which semiconductors are used. The CO₂ savings are allocated on the basis of Infineon's market share, semiconductor content and lifetime of the technologies concerned, based on internal and external experts' estimations. Despite CO₂ footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear.

The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.

Let's get connected

July 2015 Copyright © Infineon Technologies AG 2015. All rights reserved. 18

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