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INFINEON TECHNOLOGIES AG

(IFX)
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Infineon Technologies : PSS Business Update Call - Präsentation von Andreas Urschitz, Division President Power & Sensor Systems (nur englisch)

07/01/2021 | 09:04am EDT

Power & Sensor Systems Business Update

1 July 2021

Andreas Urschitz, Division President Power & Sensor Systems

1

PSS at a glance

PSS revenue and Segment Result Margin

[EUR m]

CAGR(FY16-FY20):6.7%

2.800

2.318

2.445

2.650

40%

2.041

2.148

2.300

24%

24%

30%

1.800

23%

1.566

17%

20%

1.300

24%

20%

800

10%

300

-200

FY16

FY17

FY18

FY19

FY20

H1 FY21

0%

PSS revenue

PSS Segment Result Margin

Key customers

FY20 revenue split by product group

other (incl. HiRel)

MOSFETs

(incl. SiC, GaN)

RF & sensors

power ICs

2021-07-01

Copyright © Infineon Technologies AG 2021. All rights reserved.

2

Market outlook for PSS division's target applications

Applications

(% of FY20 segment revenue)*

Computing

~20%

Market Outlook for H2 CY21

  • Acceleration towards cloud computing to continue
  • Pandemic-drivenstay at home and work at home effects continue to favor notebook sales

Market Outlook for CY22

  • Structural drivers expected to stay in cloud computing and good momentum for enterprise servers
  • Demand for CY22 supported by limited supply in CY21 (catch-up effects)

Communication

In general, long-term drivers due to 5G still intact

5G cycle will continue to drive telecom equipment

~9%

However, trade tensions generate some uncertainty

spending in CY22

around speed of roll-out in China and other regions

  • Strong rebound expected driven mainly by economic

Smartphone

recovery and migration towards 5G phones

s

5G replacement cycle expected to continue to drive

~19%

Potential risk due to reduced smartphone growth due to

demand growth

shortages, regional weaker demand (India/ China), 5G

slower boost than expected

  • Consumer electronics, including e.g. game consoles, clear

beneficiaries from stay at home

Consumer

Demand expected to decline in some consumer areas as

~20%

Battery-powered tools continue to show strong momentum

Consumer spending may be re-allocated to more leisure-

TVs in light of re-allocation of consumer spending

oriented activities

Automotive and other industrial segments show strong

Industrial

~23%

recovery; however, automotive production has taken hits

from chip shortages

* does not sum up to 100% due to other applications not shown here

  • Demand in renewable energy, EV charging and automotive expected to be healthy
  • Tailwinds from stimuli packages for EV and green energy in US and EU

2021-07-01

Copyright © Infineon Technologies AG 2021. All rights reserved.

3

PSS - RF and Sensing

4

Main applications addressed by PSS sensors portfolio

MEMS microphone

3D radar (24/60 GHz)

3D ToF image sensor

Environmental

Ultra-low

High

Best audio

Best price /

precision and

power

performance

performance

Small form

consumption

14.0 x 13.6 x 7.5 mm³

factor

Low power

Presence

Face ID

detection/

(biometrics),

Measure CO2

consumption

Vital Sensing

VR/AR

Main applications

Smartphone

Automotive

Smartphone: world-

Heating, ventilation, air

True wireless stereo

Smart home

facing and user-facing

conditioning (HVAC)

Robotics

headsets

TV

Air purifier

Automotive in-cabin

Smart speaker

Security camera

Smart thermostat

sensing

Laptop & Tablet

Smart building

Payment terminals

CO2/virus risk reduction

2021-07-01

Copyright © Infineon Technologies AG 2021. All rights reserved.

5

Um den Rest dieser Noodl zu lesen, rufen Sie bitte die Originalversion auf, und zwar hier.

Disclaimer

Infineon Technologies AG published this content on 01 July 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 01 July 2021 13:03:14 UTC.


© Publicnow 2021
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Wolfgang Eder Chairman-Supervisory Board
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