Company Presentation Infineon Technologies AG September 2021 2021-09-01 Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 2 Infineon is a globally leading semiconductor player top 10 semiconductor company ~46,700 employees* leading player in automotive, systems for power management and drives, sensor systems, connected secure systems, wireless combos, differentiated memories 9%+ I 19% I 13% target operating model** * as of 30 September 2020 ** over the cycle 9%+ revenue growth; 19% Segment Result margin; investment-to-sales ratio of 13%; targets to be approached as integration progresses 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 3 Infineon at a glance Business segments revenue* Employees* Connected Secure 46,700 employees worldwide Systems (CSS) 14% EMEA 19,100 Automotive Americas Power & Sensor 29% 43% (ATV) 5,200 Systems (PSS) Asia/Pacific 22,400 14% 60 R&D locations Industrial Power Control (IPC) 19 manufacturing locations** Financials Market position 8,567 7,063 7,599 8,029 Automotive Power Microcontroller 6,473 17.1% 17.8% 16.4% 15.2% 13.7% 982 1,208 1,353 1,319 1,170 # 1 # 1 # 3 FY 16 FY 17 FY 18 FY 19 FY 20 Strategy Analytics, Omdia, Omdia, Revenue Segment result Segment result margin April 2021 September 2020 March 2021 *2020 Fiscal year (as of 30 September 2020) **as of 1 April 2021 For further information: Infineon Annual Report 2020 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 4 Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 5 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 6 Global megatrends underline the increasing importance of microelectronics Demographic & social change Climate change & resource scarcity Urbanization Digital transformation 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 7 Business growth in the semiconductor market is driven by four areas Energy efficiency Mobility Security IoT and big data 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 8 Energy efficiency Growth area: Energy efficiency Growth drivers and major product categories Rising demand for energy, growing depletion of fossil › Power generation from renewable energy sources: resources and climate change challenge our world to find IGBT modules, SiC modules, discrete power devices smarter, more efficient ways of generating, transmitting, distributing, storing and using energy. The efficiency potential › Energy transmission and distribution: High-power IGBT of technology and semiconductors in particular can modules throughout the entire energy conversion chain significantly › Energy storage: IGBT modules, SiC modules contribute to achieving the long-term, global savings goals. › Energy usage: Discrete power devices, IGBT modules, driver ICs, MCUs, SiC modules, SiC MOSFETs, SiC diodes, A strong commitment to energy efficiency has been part of GaN HEMTs Infineon’s DNA for over 40 years. As the global leader in power semiconductors, our products and solutions allow energy to be generated more efficiently – especially from renewable sources, to be transmitted and distributed with reduced losses and to be used across the widest application spectrum from electric vehicles through data centers to smart buildings. 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 9 Mobility Growth area: Mobility Growth drivers and major product categories Megatrends like demographic shifts, social change and › Electromobility: IGBT modules, SiC modules, discrete urbanization present society with new mobility challenges. power devices, MCUs, sensors Cities need to manage growing public and private traffic volumes while also mitigating the environmental and climate › Charging infrastructure for electromobility: IGBT impact of all this mobility. modules, SiC modules, SiC discretes, discrete power devices, MCUs, security solutions Through its semiconductors, Infineon is building more › Automated driving: Sensors, radar, MCUs, power devices, intelligence, responsiveness and autonomy into transport memories, connectivity and security solutions systems – enabling mobility solutions ranging from eBikes and › Passenger and freight transport: High-power IGBT eScooters through hybrid and fully electric vehicles to modules underground and high-speed trains. › Infotainment: MCUs, touch control, Wi-Fi/BT controllers, USB Type-C PD controllers 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 10 Security Growth area: Security Growth drivers and major product categories In an increasingly digital world with more and more › Mobile devices: Security solutions based on contactless and connected devices, people want to interact and communicate dual-interface security controllers in a secure way that protects their data against theft and misuse. Securing electronic devices and infrastructures is a › Authentication for the IoT: Embedded security solutions number one priority. › Industrial application: Embedded security solutions, TPMs, connectivity solutions Addressing this need for security is one of Infineon’s key › Connected vehicles: Embedded SIMs, connectivity competencies. We provide our customers with robust, future- solutions oriented embedded security hardware for electronic devices, › Integrity of devices: TPMs computer systems, network components and industrial facilities. 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 11 IoT and big data Growth area: IoT and big data Growth drivers and major product categories The IoT is reaching a breakthrough point as technologies and › Smart cars: Sensors, radar, MCUs, power devices, components work together more seamlessly. Smart and memories, connectivity solutions, security solutions connected objects link the real with the digital world, helping us › Smart home and smart building: Sensors, MCUs, power to tackle the major challenges of our time, such as climate devices, memories, connectivity solutions, security solutions change and the growing world population. › Smart things: Sensors, MCUs, power devices, memories, connectivity solutions, security solutions It is impossible to imagine the world of IoT and big data without microchips, which is why Infineon is the backbone of the IoT. › Smart factory: Sensors, MCUs, power devices, memories, Our capabilities in sensing, computing, actuating, connecting connectivity solutions, security solutions and securing unlock new markets and applications. They make › Data and communication infrastructure: Power devices, the IoT smart, easy and energy-efficient. As a leader in memories, SiC devices, GaN HEMTs, RF devices semiconductor system solutions, we make the IoT what it needs to be: secure, easy and real. We make the IoT work. 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 12 Infineon offers a unique portfolio that links the real and the digital world Coin cell-powered devices Battery-powered devices Power supplies Information and data Industrial IoT about the real world Drives Real- Connectivity Software Digital Smart Home world applica Ecosystem world Smart City tions Consumer IoT Value addition and optimized use of resources Smartphones Health care products Automotive Sense: sensors Compute: microcontrollers, memories Actuate: power semiconductors Connectivity: Wi-Fi, Bluetooth, USB 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 13 Table of contents 1 Infineon at a glance 2 Strategy 3 Market and business development 4 Sustainability 5 Additional company information 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 14 Semiconductor market forecasts predict growth for 2021 & 2022 Global Semiconductor Market Market size in billion US-Dollar Market size (revenue) Forecast revenue range Source: WSTS for historical data. Forecast: of WSTS, Omdia, Gartner, IC Insights, VLSI Research; last update 21 July 2021 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 15 Infineon is a top player in all target markets Automotive Power discretes Microcontroller semiconductors and modules suppliers total market in 2020: $35.0bn total market in 2019: $21.0bn total market in 2020: $17.3bn 19.0 17.1 Infineon 13.… Infineon Renesas % % 16.7 NXP 10.9 ON Semi 8.4% NXP % % 14.6 Renesas 8.5% STMicro 5.8% Infineon % 14.5 TI 8.3% Mitsubishi 5.5% STMicro % 12.7 Toshiba Microchip STMicro 7.5% 4.5% % Source: Based on or includes research from Strategy Source: Based on or includes research from Omdia, Source: Based on or includes research from Omdia, Analytics, "Automotive Semiconductor Vendor "Power Semiconductor Market Share Database “Annual 2001-2020 Semiconductor Market Shares", April 2021 – 2020", September 2020 Market Share Competitive Landscaping Tool – Q4 2020”, March 2021 2021-09-01 Copyright © Infineon Technologies AG 2021. All rights reserved. 16 Infineon is a top player in all target markets Security ICs NOR Flash Wi-Fi standalone ICs total market in 2019: $2.8bn total market in 2020: $2.4bn total market in 2019: 987m units Infineon 26.3% Winbond Electronics 27.1% Media Tek 16.3% NXP 21.5%Macronix International 24.1% NXP 15.9% GigaDevice Qualcomm Samsung 17.8%