05 Oct 2021Infineon Capital Markets Day 2021 - Session 1: Presentation "The Big Picture" by Reinhard Ploss and Sven Schneider
October 04, 2021
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The Big Picture
IFX Day 2021
virtual format, 5 October 2021
Since 1999, Infineon has grown by ~10% p.a.,
thereby consistently outperforming the semiconductor market
Revenues CAGR (FY99 - FY20): 9.8%
Semiconductor World Market CAGR (FY99 - FY20): 5.7%
Profitability1
(3y-average Segment Result Margin)
Technology provider
~1,200
126,895
FY09 - FY11:
FY12 - FY14:
FY15 - FY17:
F18 - FY20:
9.5%
12.6%
15.9%
16.0%
Product-to-System
Strategic
consolidation
International Rectifier
Cypress
Solution provider
System provider
2
System
Integrator
8,551
384,1093
FY99
FY01
FY03
FY05
FY07
FY09
FY11
FY13
FY15
FY17
FY19
FY21e
Revenue Infineon
Semiconductor World Market3 (adjusted for the Infineon fiscal year ending Sep 30)
1 In FY09 Infineon's management changed the measure it uses to assess the operating performance of its operating segments to "Segment Result" | 2 Based on Infineon's portfolio (excl. Other Operating Segments and Corporate & Eliminations) per end of FY20 | 3 Source: WSTS (World Semiconductor Trade Statistics) in EUR adjusted for fiscal year, September 2020
Global megatrends lead to tectonic technology shifts; examples: xEV and renewable energies
Climate change &
Demographic &
resource scarcity
social change
Number of BEV + PHEV sales1
Urbanization
Digital transformation
Installed PV power2
9x
36m
5x
~4,200 GW
0
4m
~800 GW
40 GW
2010
2020
2030
2010
2020
2030
1 Based on or includes content supplied by IHS Markit Automotive: Light Vehicle Alternative Propulsion Forecast. August 2021 | 2 IEA: Net Zero by 2050 - A Roadmap for the Global Energy Sector. May 2021
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Infineon Technologies AG published this content on 05 October 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 23 October 2021 14:33:07 UTC.
Infineon Technologies AG is one of the world's leading manufacturers of semiconductors. The group's products include power semiconductors, sensors, microcontrollers, digital, mixed-signal and analog ICs, discrete semiconductor modules, switches, interface ICs, motor-controlling ICs, RF power transistors, voltage regulators, and electronic safety components. Net sales break down by area of activity as follows:
- automotive (50.5%): semiconductor products used in the automotive industry, and memory products for specific applications for automotive, industrial, information technologies, telecommunications and consumer electronics.
- power & sensor systems (23.3%): semiconductors for energy-efficient power supplies, mobile devices, mobile phone network infrastructures, human-machine interaction as well as applications with special demands on their robustness and reliability.
- industrial power control (13.5%): semiconductor products for the conversion of electrical energy for small, medium and high-power applications, used in the manufacturing, the low-loss transmission, the storage and the efficient use of electrical energy;
- connected secure systems (12.6%): semiconductors for networked devices, card-based applications, and government documents; microcontrollers for industrial, entertainment, and household applications, components for connectivity systems, various customer support systems;
- other (0.1%).
Net sales are distributed geographically as follows: Germany (12.4%), Europe/Middle East/Africa (14.4%), China/Hong Kong/Taiwan (32.3%), Japan (10.5%), Asia/Pacific (15.9%), the United States (12.1%) and Americas (2.4%).
INFINEON TECHNOLOGIES AG 
