Company Presentation. July 2015

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Company Presentation

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Infineon plus International Rectifier:

A Powerful Combination

2

*non-audited figures

›

As of January 2015, International Rectifier is an Infineon

Technologies company

›

Combined pro-forma revenue of ~€5,150m*

(~$6,950m) in Infineon 2014 fiscal year

›

**About 35,000 employees worldwide* (as of June 2015)**

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Strong technology portfolio with more than 22,800 patents

and patent applications (as of September 2014)

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3 Part of your life.

Part of tomorrow.

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.

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Infineon enables eco-friendly, connected

and safe mobility

4 Applications

Efficient powertrain, electric and hybrid vehicles, charger station for

electric vehicles, car safety, chassis and comfort electronics,

authentication, mobile security, traction

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Infineon enables efficient generation,

transmission and conversion of electrical energy

5 Applications

Energy transmission and conversion, renewable energy generation, home

appliances, power supplies, LED lighting systems, mobile devices, power

supplies, industrial drives, industrial vehicles

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Infineon enables security in the

connected world

6 Applications

Internet of Things (incl. Industry 4.0), mobile security, embedded

security, trusted computing, machine to machine, (mobile) payment,

SIM applications, transport ticketing, government identification

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6.7% 15.2% 16.0% 23.9% 30.5% SHHIC STMicro Samsung Infineon NXP 5.5% 5.8% 6.0% 7.2% 17.8% Fairchild STMicro Toshiba Mitsubishi Infineon (incl. IRF) 6.8% 7.5% 7.8% 10.5% 12.0% NXP Freescale STMicro Infineon (incl. IRF) Renesas

Top positions in all major product

7

Discrete power semiconductors and power modules.

Source: IHS Inc., September 2014

Microcontroller-based smart card ICs.

Source: IHS Inc., July 2015 Automotive semiconductors incl.

semiconductor sensors. Source: Strategy Analytics,

April 2015

Automotive

semiconductors

total market in 2014: $27.5bn

Power

semiconductors

Smart card ICs

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Leadership in system understanding will

foster future growth and profitability

8 #1 and technology

leader in Power

System leader in

Automotive

Leader in Security

Solutions

Competitive advantages

Revenue Growth:

~8%

Segment Result Margin:

~15%

Investment-to-Sales:

~13%

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Revenue split by segment

9 Q3 FY 2015 Revenue: € 1,586m

*Other Operating Segments; Corporate & Eliminations

Chip Card

& Security

Automotive

Power

Management &

Multimarket

Industrial

Power Control

ATV

€ 621m

CCS

€ 172m

_OOS+C&E

_*

€ 7m

IPC

€ 269m

PMM

€ 517m

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Segment revenue, result and margin

510 518 518 598 621 200 219 190 241 269 271 300 280 464 517 123 142 132 182 172 70 69 72 64 71 _{40 44 28 20 32} _{46 60 48 82 105} 10 20 18 _{32 34} Q3

FY14 Q4 Q1FY15Q2* Q3 FY14Q3 Q4 Q1FY15Q2* Q3 FY14Q3 Q4 Q1FY15Q2* Q3 FY14Q3 Q4 Q1FY15 Q2 Q3 Revenue Segment Result Segment Result Margin

+35%

[EUR m]

+91%

11% 14% 13% 14% 11% 15% 8% 20% 20% 12% 8% 20% 18%

ATV

IPC

PMM

CCS

[EUR m] [EUR m] [EUR m]

+40%

14% 17% 20%

17% 20%

14% 18%

* Including International Rectifier from 13 January to 31 March 2015.

10

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Tight customer relationships are based on

system know-how and app understanding

11 EMS partners

ATV

IPC

PMM

CCS

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Our global R&D network

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Malacca Kulim Beijing Morgan Hill Seoul Shanghai Bangalore Torrance Warstein Duisburg Bristol Augsburg Neubiberg Padua Villach Graz Regensburg Dresden Bukarest Linz Warwick Irvine Tewksbury Le Puy Sainte Réparade Pavia Skovlunde Chandler El Segundo San José Leominster Newport Singapore Reigate

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Worldwide manufacturing sites

frontend and backend

13

Dresden Beijing

Wuxi

Batam Warstein Cegléd Malacca

Kulim Leominster San Jose Morgan Hill Mesa Tijuana Temecula Singapore Newport Korea (LSPS) St. Paul Regensburg Villach Frontend Backend

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Our global sales network

14

São Paulo Kokomo Livonia Bangalore Seoul Singapore Libanon Beijing Milpitas Melbourne, Blackburn Osaka Shenzhen Taipei Tokyo Nagoya Hong Kong Shanghai Rotterdam Milan Marseille Stuttgart Paris Toulouse Madrid Dublin Bristol Stockholm Espoo Moscow Vienna Erlangen Zurich Munich Hanover Frankfurt Xi'an El Segundo Reigate Istanbul Barcelona Duisburg Leominster Hayward New Delhi Chennai

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Corporate Social Responsibility (CSR)

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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.

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Infineon entered the UN Global Compact as one of the first

semiconductor companies already in 2004 and is voluntary

committed to the 10 Principles.

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Infineon is among the top 15% of the most sustainable

companies in the world for the 5th time and listed in the

Sustainability Yearbook.

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Infineon is continuously listed in the Dow Jones Sustainability

Index since 2010.

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Infineon does not compromise in human rights and business

ethics.

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Infineon's products and solutions as well as our efficient resources

management enable a significant net ecological benefit.

The information and data given in this document apply to the Infineon Technologies group, except for International Rectifier companies.

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Infineon is excellent in resources efficiency

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About 20% less water consumed per square centimeter produced wafer than the global average

About 32% less electricity consumed per square centimeter produced wafer than the global average

About 47% less waste generated per square centimeter produced wafer than the global average

At Infineon, less is more

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 front-end production and consumptions according to WSC definition.

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Infineon creates a net ecologic benefit

17 Emission Reduction enabled by our products and solutions

CO

₂

savings

2)

more than

14.4 million tons

CO

₂

burden

1)

1.4 million

tons

Ratio 1:10

Net ecological benefit:

round 13 million tons of CO

₂

emission reduction

1) This figure considers manufacturing, transportation, function cars, flights, materials, chemicals, waste/waste water, direct emissions, energy consumption, waste, etc. and is based on internally collected data and externally available conversion factors. All data relates to the 2014 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 2013 and considers the following fields of application: automotive; lamp ballast control; PC power supply; renewable energy (wind, photovoltaic); and rives. CO₂ savings are calculated on the basis of potential savings of technologies in which semiconductors are used. The CO₂ savings are allocated on the basis of Infineon's market share, semiconductor content and lifetime of the technologies concerned, based on internal and external experts' estimations. Despite CO₂ footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear.

Company Presentation. July 2015