Infineon provides semiconductor and system solutions, focusing

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2 Infineon at a Glance The Company Infineon provides semiconductor and system solutions, focusing on three central needs of our modern society: Energy Efficiency, Mobility and Security Revenue in FY 2012*: billion EUR 26,026 employees worldwide (as of Jan. 2012) Strong technology ogy portfolio o o with about 15,700 patents and patent applications (as of Sept. 2011) More than 20 R&D locations Germany s largest and Europe s second largest semiconductor company Page 2

3 We Focus on Our Target Markets Focus Areas Energy Efficiency Mobility Security Core Competencies Analog/Mixed Signal Power Embedded Control Manufacturing Competence Our Target Markets Automotive Industrial Power Control Power Management & Multimarket Chip Card & Security Page 3

4 Revenue Split by Division Full FY 2012 revenue: EUR 3,904m ATV 1,660m CCS 457m IMM (IPC + PMM) 1,657m OOS + C&E OOS + C&E 217m

5 Infineon holds Top Positions in All Target Markets Automotive Industrial Power Chip Card #2 #2 #1 #1 14% Calendar Year Calendar Year Calendar Year Calendar Year Source: Strategy Analytics, Source: Semicast, Source: IMS Research, Source: IMS Research, April July August August January 23, 2012 Copyright Infineon Technologies All rights reserved. Page 5

6 Trend to reducing CO 2 Source: ICCT Cars: 130gCO 2/km by 2015 Cars + Light Duty: Cars: 95gCO 2 /km by mpg by 2016 ( 155 g CO 2 /km) Cars: 20gCO 2 /km by mpg by 2025 ( 100 g CO 2 /km) Conversion table for regular gasoline engine gco2/km , , L / 100km 6,96 6,72 5,65 4,32 4,13 0,87 MPG 33,81 35,00 41,61 54,50 56,95 270, Copyright Infineon Technologies AG All rights reserved. Page 6

7 China Fleet Fuel Economy & CO2 Target 14% CO O2 Emission [9/km m] % g 8L 159g 130g 6.9L 5.0L 27% 95g 4.1L? Fuel Economy [L/100 0km] CO2 (g/km) Fuel economy (L/100km) Stage II Stage III Stage IV (Prediction) Stage V (Prediction) Source: China National Standard Committee, 2012 & IFCN Marketeing Set date Copyright Infineon Technologies All rights reserved. Page 7

8 How semiconductor can contribute? Efficiency and Losses are Equivalent to CO2 100 W el. 0.1 l/100km 50 kg 0.1 l/100km 1 l/100km Fuel 23.6 g CO2/km 1 l/100km / Diesel 26.5 g CO2/km 1 g CO2/km 40 W electric 1 g CO2/km 20 kg Bicycle (driver fed with beef) 215 g CO2/km Source: Planetary Engineering Group Earth

9 Efficiency Improvement is a Summary of Many Small Steps in Today Cars Engine Hybridization Direct injection, HCCI Stop/start Ethanol, auto-gas, synthetic fuel BTL Recuperative braking Variable valve timing Mild/full Hybrid Throttle-less intake Energy Efficiency Variable/dual turbo charging Electrical power steering (EPS) Variable manifold, air flaps Relay optimization/replacement Engine accessories PWM lamp control Electrical fuel pump LED illumination / lighting Electrical water pump Active rectification alternator / generator Engine i fan Variable i AirCon compressor Electric oil pump Transmission Automated manual transmission Double clutch transmission speed automatic transmission Continuous variable transmission Source: Bosch Speed controlled climate fan Optimized operating currents (Infotainment) Efficient DC/DC power supplies Silicon instead of heatsink Battery y management Electrical energy management Drag Air drag, radiator air flaps, spoilers Rolling resistance, Tire pressure monitoring Mass Reduction Wire harness, communication, smart fuses Integration of functions, centralization Emerging Applications Thermal to electric recuperation Auxiliary electric power unit Fuel cell, hydogen Driver Assistance Gear switch-point assist Active cruise control, radar Traffic Flow Car-2-car communication Dynamic traffic light control, GPS road preview

10 Efficient mobility Engine 30% Hybridization Transmission 10% Energy Management, Efficiency, On demand 1-2% Friction reduction, TPMS 2-3% Air drag reduction (S*Cv) Potential to reduce CO 2 by 45% But still activity to reduce car weight improve But still activity to reduce car weight, improve traffic management and driving behavior

11 Overview of CO2-Reduction Examples Application CO 2 -reduction Cost adder Pay-back [g CO 2 / km] [ ] [years] PWM for bulbs Use of LED Infotainment Fuel pump HVAC Fan Alternator EPS Water pump Total

12 CO2 reduction as a major driver but the car must remain affordable 48V Mild Hybrid 11/15/2010

13 xev Market IHS and Strategy Analytics show overall high growth rates while category growth differs (Number of Vehicles) 7,000,000 6,000,000 5,000,000 6,000,000 5,000,000 4,000,000 EV 3,000,000 2,000,000 PLUGIN FULL 4,000,000 3,000,000 MILD 2,000,000 EV PLUGIN FULL MILD 1,000,000 1,000, IHS CAGR 10-17: 26% Strategy Analytics CAGR 10-17: 30% Source: IHS, May 2011; Strategy Analytics, Jan Set date Page 13 Copyright Infineon Technologies All rights reserved.

14 Three product segments within Electric Drivetrain (EDT) to serve Hybrid/Electric Vehicle applications xxx xxx xxx Automotive Qualified Discrete* Product and EiceDriver** Portfolio IGBTs & Diodes MOSFETs EiceDriver Automotive Qualified Bare Die Product Portfolio IGBTS DIODES Automotive Qualified Power Modules Portfolio HybridPACK Modules Easy Automotive Modules Elec tric Dr Applicat rive Tra tions fo ain (ED or xev DT) October, 2012 Page 14 Copyright Infineon Technologies All rights reserved.

15 Electric Vehicle architectures drive demand for automotive power semiconductors XC2000 or Tricore Easy Module TM Gate Driver (EICE Driver TM ) MOSFETs CoolMOS TM (CFDA) Lowvoltage battery XC800 (8b MCU) Easy Module TM Gate Driver (EICE Driver TM ) Tricore (32b MCU, master) MOSFETs Battery management ICs (slave) HV-LV HV auxiliaries M DC/DC High-voltage boardnet Battery mgmt. High-voltage battery Inverter DC/AC High- power DC/DC Charger AC/DC Tricore (32b MCU) IGBTs Diodes (Si, SiC) HybridPACK TM Gate drivers (EICE Driver TM ) Tricore (32b MCU) EV = electric vehicle XC2000 (16b MCU) IGBTs HEV = hybrid electric vehicle Gate Driver (EICE HybridPACK TM HV = high-voltage Driver TM ) Gate drivers (EICE LV = low-voltage CoolMOS TM (CFDA) Driver TM ) AC = alternating ti current Diodes (Si, SiC) DC = direct current Easy Module TM Copyright Infineon Technologies AG All rights reserved. Page 15

16 英飞凌全电压范围应用的新能源汽车功率器件 V 系统电机 / 发电机解决方案 TLE9180 (90V 耐压三相桥预驱动,2013 年有样品供货 ) TLE6282 H 桥预驱动 (90V 耐压 H 桥预驱动, 已量产供货 ) 适用于 48V 系统应用的 MOSFET 高效率的 400V IGBT 模块 起停 微混 中混 插电式混合动力全混纯电动汽车 起停 空档滑行电动助力 空档滑行电动助力 纯电力驱动 纯电力驱动 MOSFET(30 60V) MOSFET(60 100)V 90V 三相驱动 90V H 桥驱动 IGBT 400V IGBT 650V IGBT (850V,1200V) 功率半导体器件 Copyright Infineon Technologies All rights reserved.

17 功率模块, 裸片, 分立器件和预驱动产品构成完整的新能源汽车高压功率产品家族 Application Product Solutions 100kW 90kW r Power 80kW 70kW 60kW 50kW 40kW 30kW 20kW 10kW Inverter / Generator for Full Hybrids and Electric Vehicles Inverter ete /Ge Generator eato for Mild Hybrids, Battery Charger Aux Drives, Aux DC&DC, Charger HybridPACK TM 2 HybridPACK TM 1 Pin-Fin HybridPACK TM 1 Easy Modules* s, MosFETs Bare Die: IG GBTs, Diode MosFETs IC: IGBTs, Driver ns: FETs rete solution Diodes, Mos Discr IGBTs, D Aux Drives, Aux DC/DC, Charger Nove mber Copyright Infineon Technologies All rights reserved. Page 17

18 High Power Semiconductors - Overview Infineon masters a comprehensive portfolio Power [W] 1 G Ultra high power 100 M High power 10 M 1 M 100 k 10 k Th hyristo or IGBT CoolMOS TM SiC GaN Medium power 1 k MOSFETs k 10 k 100 k 1 M 10 M 100 M Frequency [Hz] Page 18

19 HPx 在全球市场应用情况 使用 HP1 的车型平台 使用 HP2 的车型平台 Page 19

20 (H)EV: TriCore Inside KIA TAM XC2000 Hyundai Sonata XC2000 Mercedes SLS TC1797 Mercedes s400 TC1797 Mercedes smart TC1797 Mercedes ML TC1797 VW Blue-Emotion TC1797 AUDI Qauttro TC1782 Car models with Tricore used for more than 1 applications are listed only once BMS HCU Inverter Mercedes GLK TC1797 BMW i8 TC1797 BMW i3 TC1797 Peugeot Survolt TC1782 Renault Fluence TC1782 Renault Kangoo TC1782 Renault Zoe TC1782 SAIC Roew TC Copyright Infineon Technologies Page All rights reserved.

21 48V PowerNet, a German Initiative 48V Core Team and Guests Guests Core IFX partly participation i as semiconductor consultant Copy right Page 21

22 48V PowerNet, Public Announcements First Announcement: June 2011: five German car makers announced that they will introduce 48V systems into their cars 48V Specification: Oct. 2011: five German car makers published and adopted the 48V specification, called LV148 48V OEM Announcements: Feb. 2012: BMW, Mr. Frickenstein: i 48V comes with the new BMW-7 in Mit dem neuen 7er wird BMW 48 Volt konsequent in die Serie bringen, zunächst werden Hochstromverbraucher angeschlossen. Sukzessive folgen 12-Volt-Verbraucher. V

23 48V PowerNet 12V Architecture versus 48V Architecture Today 48V Extension 12V Jump- start Jump- start 12V DC DC 48V no human access Safety S G S opt. Starter 12V Gene- Loads opt. 12V Loads Power 48V Motor / Battery rator Starter Battery Loads Battery Generator M/G 12V powernet will be the same (except generator) 48V is an extension to 12V Electric power generation at 48V 12V power supply via DC/DC converter from 48V 12V powernet is not rugged against 48V No access possible to 48V (nomenclature: Terminal 40) Common, but individual id Ground (nomenclature: Terminal 41) Copy right Page 23

24 48V PowerNet Market Introduction Scenario 1 48V Scenario 1 E-Motor Inverter HV-Battery DC/DC 48V/12V (3kW) Semiconductor Application 10KW motor control and active generator rectification Li-Ion battery management, balancing and main disconnect >100kHz multiple halfbridges plus safety switches 48V Extension Scenario 1: most likely for market introduction >2015 Jump- start t 12V DC DC 48V no human access Safety S M/G opt. opt. 12V Loads Power 48V Motor / Starter Battery Loads Battery Generator Copy right Page 24

25 48V PowerNet Market Introduction Scenario 2 48V Scenario 1 48V Scenario 2 Semiconductor Application E-Motor Inverter E-Motor Inverter 10KW motor control and active generator rectification HV-Battery HV-Battery Li-Ion battery management, DC/DC 48V/12V (3kW) Scenario 1: most likely for market introduction >2015 Scenario 2: possible future improvement up to 2020 Copy right DC/DC 48V/12V (2kW) Engine Fan Compartment Heater Other Heaters EPS el. power steering ARS active roll stability Climate Compressor maybe Page 25some balancing and main disconnect >100kHz multiple halfbridges plus safety switches motor control 600W-1000W continuous smart switch 1-2kW continuous smart switch 200W-400W continuous motor control 10W average, 15kW 1.5kW peak motor control xxw average, 1-2kW peak motor control xxw average, 4-5kW peak

26 48V PowerNet IFX Product Portfolio Overview MOSFETs 2 1 OPTIMOS-T, -T2 100V and future 80V DPack, D2Pack, TOLL, SuperSO8 B6 Driver IC TLE9180 with SPT9/90 2 B4 Driver IC 1 TLE6282 with SPT4/90 Smart Switches BTS50085, 6163, 452, Profet+24V BTT6050 DC/DC Regulators 1 TLE6368G2, TLE TLF524x1, TLF3xxxx Li-Ion Battery 4 TLE8000 BALI for cells, in discussion Management LIN, CAN, Flexray regular 12V Portfolio, nothing specific 1 µc regular 12V Portfolio, support ASIL safety features 2 1 Copy right 1 Production 2 Samples available 3 Application fit to be verified by technology / product release Page 26 4 Concept

27 Automotive Semiconductors Commitment Leads to Success Reliability through experience: High quality products and services for the automotive industry for 40 years Innovative product portfolio covering the complete control cycle: From sensing over computing to actuating System expertise with broad application competence: Powertrain, Safety Management, Body & Convenience Automotive Excellence TM : Most comprehensive quality program in the industry Market leader in automotive semiconductors: No. 2 in USA, No. 2 worldwide, No. 1 in Europe,No. 1 in Asia (Source: Strategy Analytics)

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