Infineon Technologies AG · XETR:IFX
Infineon Technologies — Investor Day (October 2021)
20 slides from Infineon Technologies's investor day presentation, Oct 5, 2021
Slide 1: Electrification IFX Day 2021
Electrification IFX Day 2021 virtual format, 5 October 2021 1
Slide 2: Electrification and Digitalization
Electrification and Digitalization Electrification › CO2 saving › Energy efficiency Digitalization › Cost saving › Productivity › Comfort › New use cases 2021-10-05 Copyright © Infineon Technologies AG 2021. All rights reserved. 2
Slide 3: The energy conversion chain
The energy conversion chain 2021-10-05 Copyright © Infineon Technologies AG 2021. All rights reserved. 3
Slide 4: Green energy generation provides large business opportunities
Green energy generation provides large business opportunities Power semiconductor content by application Upside potential: example solar power 6000 [EUR per MW] 5,000 5000 4000 3,500 3,500 4,200 GW Net Zero Emissions scenario1 3000 2000 2,500 2,000 2,000 1000 0 0 2,400 GW Fossil, nuclear, Wind Solar
Slide 5: The penetration of PHEV + BEV is accelerating; incremental power semi content
The penetration of PHEV + BEV is accelerating; the incremental content of power semis in xEV is a significant opportunity for Infineon PHEV + BEV annual car production1 2021 average xEV semi content2 Incremental power semi by application [m units] ~$950 ~$890 OBC, DC-DC, BMS, auxiliaries, analog Sep
Slide 6: About every second PHEV or BEV inverter equipped with Infineon power semiconductors
For newly produced cars in CY21, about every second inverter for a PHEV or BEV car is equipped with Infineon power semiconductors 2021e PHEV + BEV inverters1 Ex. of OEMs powered by Infineon Examples of SiC design-wins Volkswagen German Luxury OEM Hyundai US OEM new! PHEV and BEV cars in 2021: NIO Mi
Slide 7: SiC – Infineon is leading the market for industrial applications
SiC – Infineon is leading the market for industrial applications Focus applications Tipping points reached Customers Growing number of industrial applications use SiC: Photovoltaic › reduction of system cost › reduction of system size › higher efficiency and reduced total cost of ownership EV chargi
Slide 8: SiC – US$ billion revenue in sight
SiC – US$ 1 billion revenue in sight SiC revenue development Infineon’s success factors › Best in class Trench MOSFET on the ~$1bn revenue market › 2nd Gen. CoolSiC™ Trench MOSFET will ~30% market share be launched in FY22 › Broadest portfolio fits customers’ individual needs Automotive >90% › Scala
Slide 9: GaN technology – Infineon well positioned to address key markets
GaN technology – Infineon well positioned to address key markets GaN market forecast1 Key values of GaN vs Si Applications [USD m] Higher power density in adapters and chargers CAGR(20 – 25): 76% Focus applications 801 10x > 2% 20% 25% 3x switching more power lower higher power less frequency effici
Slide 10: Data center – AI hyperscaler and telecom/edge computing are driving the growth
Data center – AI hyperscaler and telecom/edge computing are driving the growth Server growth Power requirement per server [units m] Power1: CAGR(20-25): 8% 20 Exponential increase in AI ~3x Training & Networking (ASIC/SoC/FPGA/CPU/ 15 GPU) power level requires cutting-edge innovation in ~1.5x Device
Slide 11: Infineon offers complete solutions for all types of data centers
Infineon offers complete solutions for all types of data centers at constantly increasing efficiency From the grid to the point of load Selected customers and partners › Complete solutions for all types of data centers based on full portfolio of switches, drivers and controllers › Significant increa
Slide 12: "One Virtual Fab" concept
We can follow the market demand by accelerating the 300 mm ramp in Dresden & Villach, One Virtual fab takes us to the next level We benefit from our ”One Virtual Fab” concept: Villach › Increased manufacturing flexibility 300 mm › Faster time-to-market for volume manufacturing › Higher economies of
Slide 13: 300 mm target manufacturing setup improves frontend productivity
Strong growth and excellent cost position of our target manufacturing setup improve frontend productivity for power and sensors Advantages of 300 mm Volume Cost per Layer +50% › Largest cost leverage through volume increase -20% and resulting economy-of- scale effects in 300 mm › Excellent cost posi
Slide 14: SiC and GaN capacity expansion to respond to fast growing demand
SiC and GaN capacity expansion to respond to fast growing demand Villach, Austria › 150/200 mm Si lines will be converted to SiC and GaN manufacturing while reusing non specific equipment › → SiC capacity secured in Villach › → GaN scaling-up to volume manufacturing Further expansion in Kulim Kulim,
Slide 15: Cold Split technology reduces raw material losses during SiC manufacturing
Our Cold Split technology leads to significant reduction of raw material losses during SiC manufacturing # of wafers Cold Split technology Crystal Technology (indexed) SiC boule 1x Boule Sawing Today Grinding Upper half Boule- splitting Traditional wire sawing wastes ~75% of raw material! Epitaxy Wa
Slide 16: We contribute a net CO2 reduction of more than 54 million tons
We contribute a net CO2 reduction of more than 54 million tons CO2 burden1 Around 1.61 CO2 savings2 million tons of CO2 Ratio ~1:35 Around 56 million equivalents tons of CO2 equivalents Net ecological benefit: CO2 emissions reduction of more than 54 million tons Infineon is excellent in resource eff
Slide 17: Excellent in resource efficiency and committed to CO2 neutrality
Infineon is excellent in resource efficiency and committed to CO2 neutrality – sustainability is in our DNA Infineon ranks among the 10 percent1 most sustainable companies in the world In CY19, we used resources in our manufacturing processes much more efficiently than the global average of the semi
Slide 18: High-growth applications offer further additional CO2 savings potential
High-growth applications offer further additional CO2 savings potential In CY20: Wind energy: Annual installation PV energy: Annual installation capacity increased over 80%1 capacity increase of ~15%2 Net ecological benefit increases over time Drives: Increasing penetration of EVs: Increased sales c
Slide 19: Infineon is making Electrification happen
Infineon is making Electrification happen › Global leadership in powering renewables, xEV, and data center › Broadest solution portfolio across Si, SiC, GaN SiC/GaN capacity expansion underway – to meet structurally growing demand Only player operating two large-scale 300 mm fabs for power semicondu
Slide 20: Part of your life. Part of tomorrow.
Cinfineon Part of your life. Part of tomorrow.