Annual General Meeting Infineon Technologies AG

Transcription

1 Annual eneral Meeting Infineon Technologies A Dr. Wolfgang Ziebart President & CEO Infineon Technologies A Munich, February 15, 2007

2 Current comments by media and analysts Eine Sanierung schafft viele Werte Handelsblatt Nokia-roßauftrag sorgt für Kurssprung bei Infineon Dax-Tagesgewinner Positive Analystenmeinungen Nokia-Auftrag euphorisiert Infineon-Anleger Aktie des Chipherstellers steigt um nahezu elf Prozent Financial-Times Deutschland Börsen-Zeitung Infineon announces Nokia as single chip customer Infineon kehrt in die ewinnzone zurück Handelsblatt FQ07 results - Confidence level increasing in Wireless February 7,

3 Fiscal Year 2006 Revenues +17% EBIT significantly improved from Euro -183 million to Euro -15 million

4 Fiscal Year 2007 (first quarter) Operational results stable despite BenQ loss

5 Development of Infineon share Infineon share in Indexed 130, , ,0 100,0 90,0 6 80,0 5 70,0 10/03/ /29/2006 IFX DAX Index SOX Index DJ U.S. Semiconductor Index Source: Bloomberg

6 Milestones

7 Milestones Strategic redirection

8 Milestones Qimonda Successful Initial Public Offering ood results for fiscal year 2006 Positive development of share price

9 Development of Qimonda share Qimonda: +15%, Infineon: +40% 20 Infineon share in Qimonda share in USD Indexed 128, , ,0 98,0 88,0 78,0 6 68,0 08/09/ /09/2007 Infineon Qimonda SOX Index DJ U.S. Semiconductor Index Dow Jones Industrial Source: Bloomberg

10 Milestones Successful restructuring of Euro 700 million in revenues

11 Milestones Automotive, Industrial & Multimarket Turn-around Discretes Turn-around Sensors Break-even Chipcard

12 Milestones Communication Solutions Turn-around Tuner, RF Power Access sustained profitability New customers, e.g.: L, Panasonic, Nokia

13 New Infineon

14 New Infineon More than Euro 4 billion in revenues in fiscal year 2006 About 30,000 employees from 107 nations in 26 countries Thereof some 6,000 employees in R & D in over 35 locations We invest Euro 800 million in R & D Strong technology foundation with more than 22,900 patents and applications

15 Ranking in our global target markets Power Wireline Access Wireless, RF Chipcard Automotive #1 #1 #1 #1 #2 Market Share Market Share Market Share Market Share Market Share 9.4% 19% 11% 29% 9.3%

16 Strengthen our strengths Energy Efficiency Mobility Security

17 Strengthen our strengths Energy Efficiency We significantly improve the energy efficiency of engines, drives and electronic equipment. We ensure the safe energy-conscious utilization of our resources at all time.

18 Strengthen our strengths Mobility Infineon provides a broad variety of products and technology everyone can use to be connected every day and everywhere at home, in the office or on the way.

19 Strengthen our strengths Security Infineon provides the basis for increased user comfort, safety of life, privacy, and protection of information.

20 Energy Efficiency, Mobility and Security Profitable growth through acquisitions & organic growth

21 Profitable growth New manufacturing and development strategy

22 Profitable growth ICoRe: Reduce complexity of organization

23 Our objectives Focus on 10.

24 Our objectives >10% rowth EBIT

25 Our objective: 10% EBIT 2007: Break-even result 2008: Half distance 2009: Approach objective

26 Basis for solid profitability Focus on logic business Successes in restructuring New manufacturing strategy