Annual General Meeting of Infineon Technologies AG Dominik Asam Chief Financial Officer Infineon Technologies AG Munich, February 13, 2014 Infineon Group Results for FY 2012 vs. FY 2013 [in € million] [in € million] -2% Revenue 3,904 3,843 527 377 13.5% 9.8% Revenues % of revenue Segment Result FY 2012 3,904 3,843 36.6% 34.4% 527 377 Income from Discontinued Operations -5 -11 Income from Continuing Operations 432 283 Net Income 427 272 €0.40 €0.25 Gross Margin -28% FY 2013 FY 2012 FY 2013 Segment Result Earnings per Share* * basic Infineon Group Growth Compared to Same Quarter of Previous Year 20% 16% 15% 10% 7% 3% 5% 0% -5% -10% -7% -10% -15% Q1 12/13 Q2 12/13 Q3 12/13 Q4 12/13 Q1 13/14 ATV: Revenue and Segment Result FY 2012 vs. FY 2013 Revenue [in € million] 2012 2013 Q1 2013 Q1 2014 Segment Result [in € million] 1,660 1,714 219 +3% 20 377 +20% 452 167 55 IPC: Revenue and Segment Result FY 2012 vs. FY 2013 Revenue [in € million] 2012 2013 Q1 2013 728 Segment Result [in € million] 118 -11% 38 651 -5 138 +30% Q1 2014 179 27 PMM: Revenue and Segment Result FY 2012 vs. FY 2013 Revenue [in € million] 2012 2013 Q1 2013 Segment Result [in € million] 929 +6% 987 142 144 22 222 +7% Q1 2014 238 29 CCS: Revenue and Segment Result FY 2012 vs. FY 2013 Revenue [in € million] 2012 457 2013 463 Q1 2013 Segment Result [in € Million] 56 +1% 39 10 108 ±0% Q1 2014 108 6 Revenue by Regions FY 2012 vs. FY 2013 Revenue [in € million] Europe, Middle East, Africa 1,732 1,567 13% Europe w/o Germany, Middle East, Africa 20% 6% 1,470 1,560 Asia-Pacific (w/o Japan) 252 21% 227 450 489 Americas FY 2012 Americas Japan 908 795 therein Germany Japan Revenue Share 2013 FY 2013 40% Asia-Pacific (w/o Japan) Germany Operational Expenses FY 2012 and FY 2013 R&D Expenses [in € million] 455 525 11.7% 13.7% FY 2012 FY 2013 Selling, general and administrative expenses [in € million] 475 440 12.2% 11.4% FY 2012 FY 2013 Long-Term Trend for Revenue and Segment Result [in € million] [Segment Result in %] 4,500 4.500 3,997 4,000 4.000 3,500 3.500 3,000 3.000 25,0% 25.0% 3,904 19.7% 3,295 20,0% 20.0% 14.4% 15,0% 15.0% 2,500 2.500 2.000 2,000 1.000 1,000 500 10,0% 10.0% 13.5% 1.500 1,500 475 786 5,0% 5.0% 527 0 0,0% 0.0% FY 2010 Revenues FY 2011 Segment Result FY 2012 Margin Guidance FY 2013 Margin over the Cycle Long-Term Trend for Revenue and Segment Result [in € million] [Segment Result in %] 4,500 4.500 3,997 4,000 4.000 3,500 3.500 3,000 3.000 25,0% 25.0% 3,904 3,843 19.7% 3,295 20,0% 20.0% 14.4% 15,0% 15.0% 2,500 2.500 2.000 2,000 13.5% 1.500 1,500 1.000 1,000 500 475 786 527 9.8% 377 0 10,0% 10.0% 5,0% 5.0% 0,0% 0.0% FY 2010 Revenues FY 2011 Segment Result FY 2012 Margin FY 2013 Margin over the Cycle Cash Flow FY 2013 vs. FY 2012 [in € million] 235 [in € million] Purchases of property, plant and equipment 0 Purchases of intangible assets -219 Free Cash Flow FY 2012 FY 2013 FY 2012 FY 2013 832 315 58 63 Return on Capital Employed After Tax [in € million] [RoCE in %] 2,500 2.500 2,000 2.000 2,035 22.3% 25.0% 25,0% 2,159 20.0% 20,0% 14.1% 1.500 1,500 10.0% 10,0% 1.000 1,000 500 0 15.0% 15,0% 454 304 5.0% 5,0% 0.0% 0,0% FY 2012 Capital Employed FY 2013 NOPAT RoCE in % Infineon Group Key Balance Sheet Figures FY 2012 vs. FY 2013 [in € million] [in € million] +2% 1,940 1,983 FY 2012 FY 2013 Gross Cash Position Net Cash Position 2,235 1,940 2,286 1,983 Non-current assets 2,388 2,282 Long-term debt 645 535 Provisions 740 721 326 356 3,575 5,898 3,776 5,905 Of which: related to Qimonda insolvency Net Cash Position FY 2012 FY 2013 Equity Total liabilities and equity Outlook for Q2 and FY 2014 Outlook Q2 FY 2014 Outlook FY 2014 (compared with Q1 FY 2014) (compared with FY 2013) Revenue Revenue increase by medium single-digit percentage Revenue growth of between 7% and 11% Segment result margin Between 10% and 13% Between 11% and 14% Performance of Infineon Shares (Oct. 12 – Feb. 13) Compared to DAX and SOX 160 150 140 130 120 110 100 90 80 IFX SOX DAX Oct. 1, 2012 to Feb. 7, 2014