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Company Presentation February 2017

Company Presentation February 2017 17
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RobertPacino,Antarctica,Professional
Published Date:08-07-2017
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Company Presentation February 2017 Infineon at a glance Business Segments Employees More than 36,000 employees worldwide Industrial Power (as of Sep. 2016) Control (IPC) 17% Automotive Europe (ATV) 15,176 employees Power Americas 31% Management & 3,691 employees 41% Multimarket (PMM) Asia/Pacific 17,432 employees 11% Chip Card & Security (CCS) 34 R&D locations 19 manufacturing locations Revenue FY 2016 Financials Market Position 6,473 EUR m 5,795 Automotive Power Smart card ICs 4,320 3,843 15.2% 15.5% 14.4% 9.8% 620 897 982 377 2 1 2 FY 13 FY 14 FY 15 FY 16 Strategy Analytics, IHS Markit, IHS Markit, Revenue Segment Result Margin April 2016 October 2016 July 2016 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 2 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. 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 3 Infineon enables eco-friendly, connected and safe mobility Courtesy: AUDI Applications Efficient powertrain for combustion, electric and hybrid vehicles, charging station for electric vehicles, car safety, assistance systems and safety systems, comfort electronics, authentication, mobile security, traction 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 4 Infineon enables efficient generation, transmission and conversion of electrical energy Courtesy: AUDI Applications Energy transmission and conversion, renewable energy generation, home appliances, power tools, power management (adapters, chargers, power supplies), LED lighting systems, mobile devices, industrial drives, industrial vehicles 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 5 Infineon enables security in the connected world Courtesy: AUDI Applications Internet of Things, Industry 4.0, mobile security, embedded security, trusted computing, machine to machine, (mobile) payment, SIM applications, transport ticketing, government identification 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 6 Top positions in all major product categories Automotive Power Smart card ICs semiconductors semiconductors total market in CY 2015: total market in CY 2015: total market in CY 2015: 27.4bn 14.8bn 2.72bn NXP Infineon NXP 30.5% 14.2% 18.7% (incl. IRF) Infineon Infineon 24.8% Mitsubishi 6.3% 10.4% Renesas Samsung 16.2% Fairchild 6.1% 10.3% STMicro STMicro 15.1% STMicro 5.7% 7.7% Texas others 13.3% Vishay 5.0% 7.0% Instruments Automotive semiconductors incl. Discrete power semiconductors and Microcontroller-based smart semiconductor sensors power modules card ICs Source: IHS Markit, October 2016 Source: IHS Markit, July 2016 Source: Strategy Analytics, April 2016 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 7 Our strategy is targeted at value creation through sustainable profitable growth Focus Technology leadership System understanding ›Focus on fastest growing ›Leverage core competencies ›Create value for customers segments of semi market in different end markets to through system maximize ROI understanding ›Tackle global megatrends Auto Power RF Security System leader 1; system and Broadest RF Leader in in automotive technology leader technology portfolio security solutions Average-cycle financial targets 13% 8% 17% Investment-to-sales Revenue growth Segment result margin (thereof capex: 11%) Infineon reports under IFRS 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 8 The outlook for the global semiconductor market is positive Global semiconductor market in billion Forecast revenue range Market size (revenue) Source: WSTS for historical data. Forecast:  of WSTS, IHS Markit, Gartner, IC Insights; last update 31 January 2017 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 9 Infineon benefits from industrial, auto and security, the by far fastest growing segments CAGR 2015 – 2020 by Semiconductor Industry Segment 42bn Industrial 8.2% 3.4bn Chip Card ICs 7.3% 29bn Automotive 6.5% 108bn Data Processing 4.7% Total Semi Market 347bn 4.6% 41bn Consumer 3.4% 127bn Communications 3.2% Source: IHS Markit, “Worldwide Semiconductor Shipment Forecast”, December 2016 Market size in calendar year 2015 Source: ABI Research, “Secure Smart Card & Embedded Security IC Technologies”, July 2016; smart card and embedded secure microcontroller ICs 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 10 Financial Year 2016: Revenue Split by Segment FY 2016 Revenue: € 6,473m Industrial Automotive Power Control € 2,651m € 1,073m 41% 17% Power Chip Card Management & 31% & Security Multimarket 11% € 2,050m € 698m OOS+C&E € 1m Other Operating Segments; Corporate & Eliminations 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 11 Q1 FY2017: Infineon continues to grow +6% EUR m EUR bn +14% 90 1,675 1,645 1,632 1,611 1500 1,556 86.2 80 Segment Result 79.1 17% Margin 75.7 1000 16% Revenue 70 71.2 70.1 15% 14% 14% Segment Result 500 60 Total 280 254 246 semiconductor 228 220 market 0 50 Q1 FY16 Q2 Q3 Q4 Q1 FY17 Source: WSTS Monthly Bluebook, January 2017 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 12 Infineon Group Results for FY 2015 and FY 2016 Revenues Net € Million 2015 2016 Income +12% Revenues 5,795 6,473 6,473 5,795 Segment Result (SR) 897 982 743 634 SR Margin 15.5% 15.2% Net Income 634 743 FY15 FY16 FY15 FY16 Free Cash Flow -1,654 490 Investments 785 826 Net Cash 220 471 Market capitalization 11,355 17,987 Since 13th January 2015 inclusive International Rectifier share price as of September 30th, 2015: 10.06 Euro; share price as of September 30th, 2016: 15.88 Euro 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 13 Tight customer relationships are based on system know-how and app understanding ATV IPC PMM CCS EMS partners Distribution partners 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 14 Automotive Segment – Making cars clean, safe and smart Safe Smart Clean › Clean combustion engines › Occupant and pedestrian › Individual convenience protection › Efficient energy › Secure connectivity, data management › Collision avoidance integrity and privacy › Electrified Drivetrain › Advanced driver assistance 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 15 Industrial Power Control Segment – Driving industry and much more Drives Home Appliances Renewables Traction › General purpose › Refrigerators › Wind power plants › (High speed) drives trains › Air conditioners › Solar power plants › Medium voltage › Locomotives › Washing machines › High-voltage direct drives current trans-› Subway › Servo drives mission (HVDC) › Light rails › Elevators 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 16 Power Management & Multimarket Segment – Achieving more, consuming less Radio Frequency & Sensing High Reliability Power Management Cellular Hi-Temp. Mobile mmW/ Aviation/ Medical Computing Lighting Charger infrastruc Sensing Space /Heavy devices Defense ICD Radar -ture Industry MOSFETs, Power ICs, RF switches, LNAs, Si-Mics, RF power, Radar ICs, Environmental Sensors 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 17 Chip Card & Security is enabling security for the connected world Smart Cards Embedded Security › Mobile device security and payment › Smart card payment › Information and communications technology › Electronic passports and ID documents (ICT) security › SIM cards for mobile communication › Industrial and automotive security › Transport ticketing › IoT connected device security 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 18 Product range Automotive Industrial Power Power Management & Chip Card & Security (ATV) Control (IPC) Multimarket (PMM) (CCS) › 32-bit automotive › Bare die business › Control ICs › Smart card (contactless microcontrollers for and contact-based) and › Discrete IGBTs › Customized chips (ASICs) powertrain, safety and embedded security ICs › Driver ICs › Discrete low-voltage and driver assistance systems › Turnkey security solutions high-voltage power › IGBT modules (high- › Discrete power e.g. OPTIGA™ Trust, transistors power, medium-power, semiconductors OPTIGA™ TPM low-power) › GPS low-noise amplifier › Magnetic and pressure › Packaging and service › IGBT module solutions › Low-voltage and high- sensors portfolio incl. IGBT stacks voltage driver ICs › IGBT modules › CIPURSE™ open standard › MEMS and ASICs for based solutions › Power ICs silicon microphones › Innovative solutions from › Radar › RF antenna switches basic security RFID and › Transceiver (CAN, LIN, memories to high-end › RF power transistors ™ Flex Ray ) security controllers › TVS (transient voltage › Voltage regulators › Leading technologies e.g. suppressor) diode ™ SOLID FLASH , Integrity Guard, Coil on Module FlexRay is a trademark licensed by FlexRay Consortium GbR 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 19 Our global R&D network Reigate Skovlunde Warstein Regensburg Leominster Duisburg Karlsruhe Dresden Warwick Bristol Linz Tewksbury Augsburg El Segundo Graz Beijing Bucharest Seoul Villach Shanghai San José Neubiberg Pavia Morgan Hill (Munich) Manila Le Puy Sainte Padua Bangalore Torrance Réparade Singapore Chandler Malacca Mesa Ipoh Status: 30 September 2016 2017-02-02 Copyright © Infineon Technologies AG 2017. All rights reserved. 20