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. | 2 |
Sustained market leadership based on key success factors - building the foundation of our future success
System understanding & solution expertise
- Early understanding of changing market demands
- Translating what is technologically possible into marketable products according to customer needs
Differentiating inhouse manufacturing
- Global 300 mm thin-wafer leader
- Outstanding manufacturing expertise
Innovation drives differentiation
- Outstanding history of turning inventions into business success
- Market-leadingscale, broad and diversified R&D roadmap
Outstanding customer relationships
- Customer embeddedness - reach deep customer understanding
- Stickiness of customer relationships
Creating
Customer
Value
Quality and technology leadership
- Track record of a diligent development process with strict quality control
- Product portfolio with outstanding breadth and depth
2021-10-05 | Copyright © Infineon Technologies AG 2021. All rights reserved. | 3 |
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
2021-10-05 | Copyright © Infineon Technologies AG 2021. All rights reserved. | 4 |
Global megatrends lead to tectonic technology shifts; examples: assisted driving and IoT
Climate change & | Demographic & | |||
resource scarcity | social change | |||
Sales of cars equipped with ADAS (L1 or higher)1
~2x 69m
37m
~9m
2010 | 2020 | 2030 |
1 Based on or includes content supplied by IHS Markit Automotive: CFA Model - Autonomy - Production. September 2021; Infineon
2 ABI Research: IoT Market Tracker Worldwide Q3 2021 Update. September 2021; Infineon
Urbanization | Digital transformation | |
Number of new IoT connections p.a.2
20bn
~3.5x
6bn
~1bn
2015 | 2020 | 2025 |
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 14:33:07 UTC.