Company Presentation. July 2015

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Janel Stone
8 years ago
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2 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 2

About 35,000 employees worldwide* (as of June 2015) Strong technology portfolio with more than 22,800 patents

3 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. 3

4 Infineon enables eco-friendly, connected and safe mobility Courtesy: AUDI Applications Efficient powertrain, electric and hybrid vehicles, charger station for electric vehicles, car safety, chassis and comfort electronics, authentication, mobile security, traction 4

hybrid vehicles, charger station for electric vehicles, car

5 Infineon enables efficient generation, transmission and conversion of electrical energy Courtesy: AUDI Applications Energy transmission and conversion, renewable energy generation, home appliances, power supplies, LED lighting systems, mobile devices, power supplies, industrial drives, industrial vehicles 5

conversion, renewable energy generation, home appliances, power supplies,

6 Infineon enables security in the connected world Courtesy: AUDI 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 6

0), mobile security, embedded security, trusted computing, machine to

7 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 2014: $2.63bn Renesas 12.0% Infineon (incl. IRF) 17.8% NXP 30.5% Infineon (incl. IRF) 10.5% Mitsubishi 7.2% Infineon 23.9% STMicro 7.8% Toshiba 6.0% Samsung 16.0% Freescale 7.5% STMicro 5.8% STMicro 15.2% NXP 6.8% Fairchild 5.5% SHHIC 6.7% Automotive semiconductors incl. semiconductor sensors. Source: Strategy Analytics, April 2015 Discrete power semiconductors and power modules. Source: IHS Inc., September 2014 Microcontroller-based smart card ICs. Source: IHS Inc., 7

9% STMicro 7.8% Toshiba 6.0% Samsung 16.0% Freescale 7.5% STMicro 5.8% STMicro 15.2% NXP 6.8% Fairchild 5.5% SHHIC 6.7% Automotive semiconductors incl.

8 Leadership in system understanding will foster future growth and profitability Competitive advantages Average-cycle financial targets System leader in Automotive #1 and technology leader in Power Leader in Security Solutions Revenue Growth: ~8% Segment Result Margin: ~15% Investment-to-Sales: ~13% 8

System leader in Automotive #1 and technology leader in Power Leader in

9 Revenue split by segment Q3 FY 2015 Revenue: 1,586m Automotive ATV 621m IPC 269m Industrial Power Control Chip Card & Security CCS 172m OOS+C&E * 7m PMM 517m Power Management & Multimarket *Other Operating Segments; Corporate & Eliminations 9

Card & Security CCS 172m OOS+C&E * 7m PMM 517m Power

10 Segment revenue, result and margin ATV IPC PMM CCS [EUR m] +22% [EUR m] [EUR m] [EUR m] +91% % % 13% 14% 11% 11% % 20% 15% 8% 12% % 20% 17% 18% 20% +40% % 14% 14% 18% 20% Q3 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY Revenue Segment Result Segment Result Margin * Including International Rectifier from 13 January to 31 March Q4 Q1 FY Q2 Q

40 44 28 20 32 46 60 48 82 105 Q3 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY14 Q4 Q1 Q2* Q3 Q3 FY15 FY14 10 20 18 Revenue

11 Tight customer relationships are based on system know-how and app understanding ATV IPC PMM CCS EMS partners Distribution partners 11

12 Our global R&D network Leominster Reigate Skovlunde Warstein Regensburg Warwick Duisburg Dresden Irvine Bristol Linz El Segundo Augsburg Graz Bukarest Villach Beijing Seoul San José Shanghai Morgan Hill Pavia Neubiberg Torrance Newport Tewksbury Le Puy Sainte Réparade Padua Bangalore Singapore Malacca Chandler Kulim 12

Beijing Seoul San José Shanghai Morgan Hill Pavia Neubiberg Torrance Newport

13 Worldwide manufacturing sites frontend and backend Morgan Hill San Jose Leominster Newport Dresden Kulim Beijing Wuxi St. Paul Korea (LSPS) Tijuana Mesa Singapore Temecula Warstein Regensburg Villach Cegléd Malacca Batam Frontend Backend 13

St. Paul Korea (LSPS) Tijuana Mesa Singapore Temecula

14 Our global sales network Rotterdam Stockholm Libanon Bristol Duisburg Beijing Livonia Reigate Hanover Xi'an Milpitas Dublin Erlangen Seoul Kokomo Paris Munich Shanghai São Paulo Madrid Vienna Hong Kong Leominster Barcelona Istanbul Chennai Shenzhen El Segundo Frankfurt Zurich New Delhi Tokyo Hayward Stuttgart Moscow Singapore Nagoya Toulouse Espoo Bangalore Osaka Marseille Milan Taipei Melbourne, Blackburn 14

Leominster Barcelona Istanbul Chennai Shenzhen El Segundo Frankfurt Zurich New Delhi Tokyo Hayward

15 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 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. 15

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 excellent in resources efficiency At Infineon, less is more -32% -20% -47% About 32% less electricity consumed per square centimeter produced wafer than the global average About 20% less

16 Infineon is excellent in resources efficiency At Infineon, less is more -32% -20% -47% 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. 16

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

17 Infineon creates a net ecologic benefit Emission Reduction enabled by our products and solutions 1.4 million tons more than 14.4 million tons CO 2 burden 1) Ratio 1:10 CO 2 savings 2) Net ecological benefit: round 13 million tons of CO 2 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. 17

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.

18 Let's get connected CUSTOMERS PRESS INVESTORS CAREERS

com/+infineon www.twitter.com/infineon www.infineon.com/linkedin www.

Make the Future Visible. Career Opportunities at Infineon Technologies. www.infineon.com/careers

Make the Future Visible. Career Opportunities at Infineon Technologies. www.infineon.com/careers Make the Future Visible Career Opportunities at Infineon Technologies www.infineon.com/careers Did you know that semiconductors are the key to successful e-mobility? Did you know that you can find our