IFX Day Communications Solutions. Access. Christian Wolff. Munich, March 13, Senior Vice President and General Manager

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IFX Day 2007

Munich, March 13, 2007

Communications Solutions

Access

Christian Wolff

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Disclaimer

This presentation was prepared as of March 13, 2007 and is current only as of that date.

This presentation includes forward-looking statements about the future of Infineon’s business and the industry in which it operates. These include statements relating to future developments in the world

semiconductor market, including the market for memory products, Infineon’s future growth, the benefits of research and development alliances and activities, Infineon’s planned levels of future investment in the expansion and modernization of its production capacity, the introduction of new technology at its facilities, the continuing transitioning of its production processes to smaller structure sizes, cost savings related to such transitioning and other initiatives, Infineon’s successful development of technology based on industry standards, Infineon’s ability to offer commercially viable products based on its technology, Infineon’s ability to achieve its cost savings and growth targets, and the impact of the carve-out of Qimonda, the group’s memory products business, its initial public offering, and any further sales of Qimonda shares or other corporate financing measures in that regard.

These forward-looking statements are subject to a number of uncertainties, including trends in demand and prices for semiconductors generally and for Infineon’s products in particular, the success of Infineon’s

development efforts, both alone and with partners, the success of Infineon’s efforts to introduce new

production processes, the actions of competitors, the availability of funds for planned expansion efforts, and the outcome of antitrust investigations and litigation matters, as well as the other factors mentioned in this presentation and those described in the “Risk Factors” section of the annual report of Infineon on Form 20-F filed with the U.S. Securities and Exchange Commission on November 30, 2006 or contained in the

company’s quarterly reports. As a result, Infineon’s actual results could differ materially from those contained in these forward-looking statements. You are cautioned not to place undue reliance on these forward-looking statements.

Infineon does not undertake any obligation to publicly update or revise any forward-looking statements because of new information, future events or otherwise.

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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„ ADSL2+ „ VDSL2 „ SHDSL Modem IAD „ ADSL2+ „ VDSL2 „ SHDSL

Target Applications

Access Market Focus

„ ADSL2+ „ VDSL2 „ SHDSL „ IP/ATM „ VoIP „ ADSL2+ „ VDSL2 „ IP/ATM „ VDSL2 „ ADSL2+ „ VDSL2 „ SHDSL „ VoIP „ 100bT „ GE „ 2G „ 3G „ VoIP „ 1-4 ch

Copper

based

Wireline

Access

DSLAM MSAN Router IP_Phone ATA „ T/E „ TDM „ ATM RNC „ PON „ VoIP „ VDSL2 „ T/E ONT „ POTS „ ISDN DLC Basestation MDU

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Market Segmentation

Access Market Focus

Access

Semiconductor

Market

structured by technologies

2004 2005 2006

$2.1 bn

1)

$2.2 bn

1)

$2.4 bn

2) Source:

1) Gartner Dataquest, June 2006 2) Infineon Estimates

VoIP

T/E

Analog Line Card

Others

DSL-CPE

DSL-CO

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DSL-CO

DSL-CPE

VoIP

T/E

Analog

Line Card

Infineon’s major chip set families

ADSL2+

GEMINAX_MAX

AMAZON

DANUBE

VDSL2

VINAX

VINAX

SHDSL

SOCRATES

SOCRATES

VINETIC-2

(ATA/IAD)

INCA_IP

(IP_Phone)

FALC

QUAD_FALC

OCTAL_FALC

SICOFI

DUSLIC

VINETIC

NP

CONVERGATE

5120

3120

IWORX

ELIC

Complete, end-to-end, modular.

Product Porfolio

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h

Product Portfolio – Home Networking

Access Market Focus

Analog Phone/ DECT Media /Storage Hard-drive USB 2.0 802.11x Network Ethernet Ethernet/POF IP Set-top Box

Wired

Voice

ISDN/VoIP DECT

Data

Ethernet WLAN**

Video POF

n.a.

Wireless

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Product Portfolio – Home Networking

Access Market Focus

DECT

WLAN

Ethernet

2x

VoIP

IFX Reference Design and SW Stack

WLAN, Ethernet, VoIP, DECT

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Customer Structure

Access Market Focus

CPE Side

„

2wire

„

Alpha

„

ARCADYAN

„

Asus

„

AVM

„

Aztech

„

Dare

„

Linksys

„

Siemens

„

Sphairon

„

Westell

„

TMM

„

Zyxel

„

Others

Major Customers

CO Side

„

ADTRAN

„

Alcatel-Lucent

„

CISCO

„

ECI

„

Ericsson

„

Fujitsu

„

Huawei

„

NEC

„

Nokia

„

Siemens

„

Tellabs

„

ZTE

„

Others

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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Infineon’s VINAX Solution Powers

Germany’s VDSL2 Rollout in 10 Cities Deutsche

Telekom Becomes the First

Carrier Worldwide to Deploy VDSL2

with Speeds up to 50 Mbit/s

Munich, Germany – March 10, 2006 – Infineon Technologies, a leading provider of Communication ICs, today announced that T-Com, the Fixed Network business unit of Deutsche Telekom AG will base the rollout of its new hyper-speed VDSL2 network entirely on broadband access systems

powered by Infineon’s VINAX™ chip-set.

Infineon Enables First VDSL2 Deployments

in Korea: VINAX Selected by Hyundai

Network Systems for National Roll-out

Munich, Germany – January 22, 2007 – Infineon Technologies, a leading provider of Communication ICs, today announced that its South Korean based customer Hyundai Network Systems will supply VDSL2 systems based on the VINAX™ chipset from

Infineon to a major Korean Telecommunication

carrier.

Major VDSL2 DSLAM Design-Wins

Achievements in 2006

ADSL2+

SHDSL

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SLIC SLIC

ADSL2+

DRAM FLASH

Amazon

VINETIC

2VIP

Samurai

Major CPE/VoIP Design-Wins

Achievements in 2006

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Samurai

TANTOS

2xGE

VoIP is now also accepted

and driven by the big

incumbent carriers.

Major CPE/VoIP Design-Wins

Achievements in 2006

Danube

SLIC SLIC DRAM FLASH VINETIC

2VIP

Amazon

ADSL2+ 4x100M

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Country Operator System Laos Lao Telecom GSM Austria Mobilkom Austria 3G/HSPA Latvia Bite 3G Bahrein Batelco 3G/HSPA Lithuania Bite 3G Bangladesh Warid Telecom Int LLC GSM/EDGE Malaysia MiTV 3G/HSPA Bangladesh TM International GSM/GPRS Malaysia DiGi Telecommunications GSM/EDGE Bangladesh GrameenPhone GSM/EDGE Malaysia Celcom Berhad GSM Brazil Vivo GSM/GPRS New Zealand TelstraClear 3G/HSPA Canada Rogers Communications 3G/HSPA Pakistan Warid Telecom Int LCC GSM

Chile ENTEL PCS 3G/HSPA Palestine Jawwal GSM/GPRS/EDGE Chile Claro Chile GSM/GPRS Saudi Arabia Mobily 3G/HSPA

China China Mobile GSM Saudi Arabia Mobily GSM Czech Republic Vodafone 3G Saudi Arabia Saudi Telecom 3G/HSPA El Salvador Digicel Group GSM/EDGE Scandinavia 3 3G/HSPA Estonia EMT 3G/HSPA Serbia Telekom Srbja 3G/HSPA

France Bouygues Telecom 3G/HSPA Serbia Telekom Serbia GSM/GPRS/EDGE Guyana Digicel Group GSM/EDGE Sri Lanka Dialog Telekom 3G/HSPA

Hong Kong Vodafone 3G Taiwan FarEasTone 3G/HSPA India Bharti Airtel GSM/GPRS Thailand AIS GSM/EDGE Indonesia PT Indosat 3G/HSPA Thailand Lao Telecom GSM Indonesia Telekomsel 3G/HSPA Turkey Avea GSM Indonesia NTS 3G UK T-Mobile dual 2G/3G Ireland O2 3G/HSPA USA T-Mobile 3G

Japan Softbank Mobile Corp 3G/HSPA USA Cingular 3G/HSPA Japan eMobile 3G/HSPA Vietnam Viettel GSM Kuwait Wataniya 3G/HSPA

Major Design-Wins in Wireless Infrastructure

Achievements 2006

IWORX V1.2 PXF4225 FALC56 QUAD-FALC Octal FALC

ATM

TDM

Voice over ATM

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2004 2005 2006

17%

1)

19%

1)

>21%

2)

Source:

1) Gartner Dataquest, June 2006 2) Infineon Estimates

2005

2006

ADSL_CO

2005

2006

ADSL_CPE

2005

2006

VoIP

2005

2006

VDSL2

2005

2006

T/E

2005

2006

Analog LC

Source: for 2005: Gartner Dataquest, June 2006

Market Share and Market Growth

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Business Performance

Achievements in 2006

FY 2005

FY 2006

Rev

enue

EBIT

Competition is announcing

partly severe revenue drops.

Design-wins made in FY2004

have materialized in FY 2005

and made us outperforming

the market.

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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The “Domino Effect”

Market Trends

ADSL

Large

deployment

enables

VoIP

VoIP

Jeopardizes

Carrier

Voice

Revenue

NGN

Enables

significant

OPEX

reduction

IP_TV

Enables

new

revenue

streams

Advert.

Enables

personalized

advertisement

for eve ry subscriber ADSL2+ / VDSL2 and VoIP

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DSL overlay

VoIP

N

G

N

IP_TV

Convergence

IMS

1990

2000

2010

Digital telephone network

Network replacement

profile per carrier

3-4 years

=10-30 m lines

Cumulated worldwide demand

~10 years

Line Card

NGN Basis Structure

DSL

VoIP

all IP

Network Replacement

Market Trends

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GigE/GPON

VDSL2/ADSL2+

IP only

network

VDSL2/ADSL2+

VoIP

DSL only

IP only

GE

VDSL2/ADSL2+

&

VoIP

DSL and Voice

IP only

NGN Means New Access Technology

Market Trends

Any

Any

option means

option means

significant

significant

volume for

volume for

Access semi

Access semi

GigE/GPON

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Why GPON?

Market Trends

h

300m-1km

1-5km

ADLS2/2+

h

300m-1km

fiber

VDSL2

Point-to-Point

GigE

GPON

h

Fiber is expensive but

necessary to

enable high data rates.

GPON is a very cost optimized

way to deploy fiber.

1.24 Gbit/s 2.48 Gbit/s

copper

copper

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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Infineon has the most complete

Access portfolio in the industry.

ADSL2+

VDSL2

SHDSL

IP

Network

Processor

Line

Driver

Customer Benefits

„

simplified product development

„

low BoM and cost advantage

„

logistic advantage

„

fast roadmap path

DSL

Switch

VoIP

SLIC

HN

Portfolio

Why We Win

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First to market

VDSL2

VINAX

First to market

TwinPass

First to market

Dual

Core

Architecture

Innovation and Time-to-Market

Why We Win

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No Data Traffic 1 Mbit/s Download 8 Mbit/s Download 32 Mbit/s Download 4.5 5.0 2.0 1.0 3.0 4.0 4.5 5.0 2.0 1.0 3.0 4.0 4.5 5.0 2.0 1.0 3.0 4.0 4.5 5.0 2.0 1.0 3.0 4.0 Very Good Satisfying Acceptable Not Acceptable Theoretical maximum MOS value

(G.711 no impairment) System One

System Two (no G.729) System Three

Infineon System

MOS values not achievable with G.711

No call possible

Infineon’s VoIP solution stays at maximum quality over all speeds

Product Performance

Why We Win

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„

Unique experience level

„

Customer presence

„

Optimized cost structure

„

Stability

Team Structure

Why We Win

1Y 3Y 5Y 7Y 9Y 11Y 13Y 15Y 17Y 19Y >20Y

5000 MY

[years]

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Roadmap

Why We Win

Innovation

Innovation

„

ADSL2+

„

VoIP

„

VDSL2

AMAZON

DANUBE

VINAX-VE

VINAX

„

GPON

„

Home Networking

Forecast Ports worldwide [1000s unit]

NP

ADSL2+

Modem

VoIP

NP

VDSL2

Modem

VoIP

0 2000 4000 6000 8000 2006 2007 2008 2009 2010 Infonetics 05_2006 Infonetics 09_2006 iSuppli 12_2006

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„

Access Market Focus

„

Market Trends

„

Why We Win

„

Achievements in 2006

„

Summary

Table of Contents

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„

As a result of a strong and innovative

product roadmap we have been

growing our design-in base significantly.

„

Our product port folio makes us different and creates

†

customer benefit

†

stability

„

We believe we are taking market share.

„

A “non linear” market development

is possible in the next years.

2007

Summary

DSL switch VoIP SLIC HN

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Infineon –

Figure

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References

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