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Company Presentation February 2017

Company Presentation February 2017 17
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 RD 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 20170202 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. 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 3 Infineon enables ecofriendly, 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 20170202 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 20170202 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 20170202 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 Microcontrollerbased smart semiconductor sensors power modules card ICs Source: IHS Markit, October 2016 Source: IHS Markit, July 2016 Source: Strategy Analytics, April 2016 20170202 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 Averagecycle financial targets 13 8 17 Investmenttosales Revenue growth Segment result margin (thereof capex: 11) Infineon reports under IFRS 20170202 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 20170202 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 20170202 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+CE € 1m Other Operating Segments; Corporate Eliminations 20170202 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 20170202 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 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 13 Tight customer relationships are based on system knowhow and app understanding ATV IPC PMM CCS EMS partners Distribution partners 20170202 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 20170202 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 › Highvoltage direct drives current trans› Subway › Servo drives mission (HVDC) › Light rails › Elevators 20170202 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 HiTemp. Mobile mmW/ Aviation/ Medical Computing Lighting Charger infrastruc Sensing Space /Heavy devices Defense ICD Radar ture Industry MOSFETs, Power ICs, RF switches, LNAs, SiMics, RF power, Radar ICs, Environmental Sensors 20170202 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 20170202 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) › 32bit automotive › Bare die business › Control ICs › Smart card (contactless microcontrollers for and contactbased) and › Discrete IGBTs › Customized chips (ASICs) powertrain, safety and embedded security ICs › Driver ICs › Discrete lowvoltage and driver assistance systems › Turnkey security solutions highvoltage power › IGBT modules (high › Discrete power e.g. OPTIGA™ Trust, transistors power, mediumpower, semiconductors OPTIGA™ TPM lowpower) › GPS lownoise amplifier › Magnetic and pressure › Packaging and service › IGBT module solutions › Lowvoltage 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 highend › 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 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 19 Our global RD 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 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 20 Worldwide manufacturing sites frontend and backend Morgan Hill San Jose Leominster Newport Dresden Kulim Beijing Wuxi Cheonan Tijuana Singapore Mesa Warstein Batam Regensburg Cegléd Malacca Villach Temecula Frontend Backend Status: 30 September 2016 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 21 Our global sales network Rotterdam Stockholm Beijing Lebanon Bristol Duisburg Xi'an Livonia Shanghai Reigate Hanover Milpitas Hong Kong Dublin Erlangen Kokomo Neubiberg Shenzhen Paris (Munich) São Paulo Taipei Madrid Karlsruhe Leominster Seoul Barcelona Vienna El Segundo Tokyo Frankfurt Villach Hayward Nagoya Stuttgart Istanbul Durham Singapore Osaka Warstein Zurich Blackburn Raleigh Bangalore (Melbourne) Marseille Moscow Milan Espoo Status: 30 September 2016 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 22 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 voluntarily committed to the 10 Principles. › Infineon is for the 7th time listed in the Sustainability Yearbook. › Infineon is continuously listed in the Dow Jones Sustainability Index since 2010 and for the second time in the Dow Jones Sustainability World Index in 2016 and thus is among the top 10 of the most sustainable companies in the world. › 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. 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 23 Corporate Social Responsibility We are excellent in resources efficiency At Infineon, less is more 45 33 47 About 45 less electricity consumed About 33 less water consumed per About 47 less waste generated per square centimeter manufactured square centimeter manufactured per square centimeter manufactured wafer than the global average wafer than the global average 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 frontend production and consumptions according to WSC definition. 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 24 Corporate Social Responsibility We create a net ecological benefit Emission Reduction enabled by our products and solutions around around 52.4 1.8 million tons million tons CO equivalents CO equivalents 2 2 1) 2) CO burden Ratio around 1:30 CO savings 2 2 Net ecological benefit: CO emissions reduction around 50 million tons 2 1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, water/wastewater, direct emissions, energy consumption, waste, etc. and is based on internally collected data and externally available conversion factors. All data relate to the 2016 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 2015 and considers the following fields of application: automotive, LED, PC power supply, renewable energy (wind, photovoltaic), drives as well as induction cookers. CO₂ savings are calculated on the basis of potential savings of technologies in which semiconductors are used. The CO savings are allocated on the basis of the Infineon market 2 share, semiconductor content and lifetime of technologies concerned, based on internal and external experts' estimations. Despite the fact that CO₂ footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear. 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 25 Let's get connected CUSTOMERS PRESS INVESTORS CAREERS www.facebook.com/infineon www.infineon.com/linkedin www.google.com/+infineon www.infineon.com/xing www.twitter.com/infineon www.youtube.com/infineon 20170202 Copyright © Infineon Technologies AG 2017. All rights reserved. 26
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