IFX Day 2021

Capital Markets Day

virtual format, 5 October 2021

IFX Day 2021 - Agenda

UK Time

14:00 - 14:05

14:05 - 14:35

14:35 - 15:20

15:20 - 15:30

15:30 - 16:15

16:15 - 16:45

16:45 - 17:25

17:25 - 17:30

Topic

Welcome address

  1. The Big Picture
  2. Electrification

Coffee break

  1. Digitalization
  2. Value Creation
    Joint Q&A
    Wrap-up & farewell address

Presenters

Alexander Foltin (IR)

Reinhard Ploss; Sven Schneider

Jochen Hanebeck; Constanze Hufenbecher; Peter Schiefer; Andreas Urschitz; Peter Wawer

Helmut Gassel; Constanze Hufenbecher;

Thomas Rosteck; Peter Schiefer; Andreas Urschitz

Sven Schneider; Jochen Hanebeck; Thomas Rosteck; Peter Schiefer; Andreas Urschitz; Peter Wawer

Moderated by Alexander Foltin (IR)

Reinhard Ploss

2021-10-05

Copyright © Infineon Technologies AG 2021. All rights reserved.

Key messages

Semiconductors ever more pervasive - Infineon is uniquely positioned

Electrification

  • CO2 saving

Energy efficiency

Digitalization

Cost saving

› Productivity

Long-term perspective paying off -

Cyclical and structural winner -

capacity expansion underway, WBG focus

xEV, renewables leaders; at the core of IoT

Cypress

SiC, GaN

CoolMOS™

MCU families

and IGBT

trench

Sensors;

Comfort

New use cases

300 mm

security

P2S guiding our journey -

from technology to solution provider

ESG: part of the solution -

Sustainable value creation -

CO2 neutrality by 2030

profitable growth journey continues

TOM

Revenue growth

9%+

Segment Result Margin

19%

Investment-to-sales

13%

2021-10-05

Copyright © Infineon Technologies AG 2021. All rights reserved.

3

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

2021-10-05

Copyright © Infineon Technologies AG 2021. All rights reserved.

5

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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 14:33:06 UTC.