12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 1 Copyright © Infineon Technologies 2011. All rights reserved. Page 1

Dec. 2012 Vincent Xi(郗少锋)

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 3 Copyright © Infineon Technologies 2011. All rights reserved. Page 3 Page 3

We Focus on Our Target Markets 专注于目标市场

Core Competencies 核心竞争力

Analog/Mixed Signal 模拟/混合信号

Power 电源

Embedded Control 嵌入式控制

Manufacturing Competence 制造能力

Focus Areas 三大挑战领域

Energy Efficiency 高能效

Mobility 移动性

Security 安全性

Our Target Markets 目标市场

Automotive 汽车电子

Industrial Electronics 工业电子和多元化市场

Chip Card & Security 智能卡芯片与安全

11/16/2010

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 9 Copyright © Infineon Technologies 2011. All rights reserved. Confidential

42%

39%37%

37%

35%

29% 29%

27%

26%

26%

26%

25%

475

1,241

1,119

1,404

2,099

1,877 1,909

2,305 2,415

1,776

2,015

2,198

1997 … 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

IFX Others

Market [m USD]

Chip Card IC market and Infineon share [revenue, m USD]

Infineon Technologies is the global market leader for security microcontrollers for 15 consecutive years

August 2012

Page 9 Copyright © Infineon Technologies 2012. All rights reserved.

*Market and IFX share include traditional Smart Card appl.: SIM (w/ M2M, NFC-SIM), Payment, Government, Transport, Access, Pay TV… Market and IFX share do NOT include Embedded Security: NFC emb. Secure Element, TPM, Authentication / Brand Protection…

Sources: Frost & Sullivan for 1997 - 2008, IMS Research for 2009 – 2011 (“Smart Cards and Smart Card ICs – World”, August 2012)

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 10 Copyright © Infineon Technologies 2011. All rights reserved. Confidential

42%

39%37%

37%

35%

29% 29%

27%

26%

26%

26%

25%

475

1,241

1,119

1,404

2,099

1,877 1,909

2,305 2,415

1,776

2,015

2,198

1997 … 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

IFX Others

Market [m USD]

IFX

24.8%

NXP

23.5%Samsung

21.4%

STM18.1%

SHHIC

10.1%

Others

2.1%

Chip Card IC market and Infineon share [revenue, m USD]

Infineon Technologies is the global market leader for security microcontrollers for 15 consecutive years

August 2012

Page 10 Copyright © Infineon Technologies 2012. All rights reserved.

*Market and IFX share include traditional Smart Card appl.: SIM (w/ M2M, NFC-SIM), Payment, Government, Transport, Access, Pay TV… Market and IFX share do NOT include Embedded Security: NFC emb. Secure Element, TPM, Authentication / Brand Protection…

Sources: Frost & Sullivan for 1997 - 2008, IMS Research for 2009 – 2011 (“Smart Cards and Smart Card ICs – World”, August 2012)

USD 2.20bn

Market shares in 2011 by revenue

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 11 Copyright © Infineon Technologies 2011. All rights reserved.

From Early SIM Cards to NFC: 25 Years of a Growing Variety of Security Applications

12.07.2011

New Business Identification MobCom + Payment

ePassport Transport NFC Credit card SIM card

Access control Nat. eID card

eDriver license

eSocial card

TPM

M2M

Embedded Security

Debit card

Page 11

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 12 Copyright © Infineon Technologies 2011. All rights reserved.

Approx. 15% of Revenue Today Already from High-Growth New Business Segments

12.07.2011

Revenue split* by application

* Based on revenue from trailing 12 month period April 2010 to March 2011.

Communication Payment ID and Transport New Business

Page 12

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 14 Copyright © Infineon Technologies 2011. All rights reserved.

Infineon is continuously having an active role in the NFC Arena for many years

10.05.2012

Principal Member of NFC Forum (formed in 2004)

Active contribution to ETSI SCP standards for SWP

Author of the Contactless Tunneling Protocol (sub-protocol of SHDLC designed to support Mifare and FeliCa® over SWP SIM)

In Feb'09, at Mobile World Congress, Barcelona, we demonstrated the world's 1st Mifare compatible SIM-Based Solution

Inventor of the DCLB (Digital Contact-less Bridge) Interface, the fastest connectivity interface between an embedded Secure Element and a NFC modem.

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 19 Copyright © Infineon Technologies 2011. All rights reserved.

NFC@英飞凌 NFC Secure Elements and Business Models

CCS (May-13)

电信运供应商-SE 嵌入式SE方案 (eSE) 可移动 SE方案 (rSE)

MNO centric Handset Man. centric 3rd Part centric

RF

Modem

Application /

Baseband

Processor

CLF

Modem

SWP SIM card Packaged Secure Chip Ex: SD card

SWP

NFC Tag

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 20 Copyright © Infineon Technologies 2011. All rights reserved. Confidential

Page 20

Copyright © Infineon Technologies 2011. All rights reserved.

Mass Adoption of NFC will drive for further Integration

Integration of NFC-Modem functionality in general connectivity IC supporting multiple Secure Elements

Utilization of embedded secure element for security use-case beyond NFC

SIMpass™ and MicroSD solutions as bridging technologies to allow additional business models on one device

Technical Trends

10.05.2012

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 21 Copyright © Infineon Technologies 2011. All rights reserved. Confidential

General connectivity ICs will support multiple Secure Elements

Embedded Secure Elements supporting standard interfaces (DCLB, SWP)

SIMpass™ and MicroSD solutions as bridging technologies to allow additional business models on one device

Hardware for (e)UICC products with SWP interface

Infineon offer

10.05.2012

Page 21 Copyright © Infineon Technologies 2011. All rights reserved.

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 23 Copyright © Infineon Technologies 2011. All rights reserved.

Infineon DCLB Interface : World’s Fastest

RF

Modem

Application /

Baseband

Processor

CLF

Modem

Infineon DCLB Interface between CLF modem & Secure Element

Handset

•DCLB interface based on ISO/IEC 14443-4 type A/B and Felica protocol •Data rate: up to 848 kbit/s full duplex

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 24 Copyright © Infineon Technologies 2012. All rights reserved. Confidential

Embedded Secure Elements from Infineon: Gateway for Converging Markets

Copyright © Infineon Technologies 2011. All rights reserved.

Authentication Payment

Ticketing Access Control

10.05.2012

Page 24

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 26 Copyright © Infineon Technologies 2011. All rights reserved.

Source: Strategy Analytics

Global Smartphones by OS in 2012 (%)

*IMS Research forecasts that shipment of NFC enabled handsets will reach nearly 80 million by the end of 2012. (http://imsresearch.com/news-events/press-template.php?pr_id=2469)

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 27 Copyright © Infineon Technologies 2012. All rights reserved. 10/03/2011

Copyright © Infineon Technologies 2011. All rights reserved.

Google Wallet Overview

CLF

GP 2.1.1 (GP2.2.1)

G&D Specific Mgmt /

App

AMEX MasterCard

..etc.. App

JavaCard 3.0.x

Android NFC API

Apps Processor

NCI / HCI

Google wallet Applet

Google wallet SE App

Embedded Secure Element

VISA

Page 27

VISA Discover

SE Mgmt

Discover AMEX Master Card

SEEK

Future integration?

NFC Application

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 28 Copyright © Infineon Technologies 2011. All rights reserved.

Business Model

Infineon

(Embedded Secure Element)

CLF Modem Vendors

(Connectivity Combo Chip / Separated CLF Modem)

- Local Handset Manufacturers

- Design Houses +

Distributor

•IFX Secure Element will be integrated into CLF modems which will be then sold / “design” into local handset manufactures / design house •There are instances where handset manufacturers would like to purchase the secure element separately

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 29 Copyright © Infineon Technologies 2011. All rights reserved. 10.05.2012

Page 29 Copyright © Infineon Technologies 2011. All rights reserved.

Low-Footprint packages ease the integration on high-density PCBs

Wafer

direct PCB mounting stacking with NFC/CLF controller

PG-USON-10

Standard industry package 3x3mm²

M8.4 SmartCard Module

Standard industry package for Plug-In solutions

WFWLP

Standard industry chip scale package

Package availability depending on individual product

VQFN-32

Standard industry package 5x5mm²

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 31 Copyright © Infineon Technologies 2011. All rights reserved. Page 31

Infineon NFC Tag

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 32 Copyright © Infineon Technologies 2012. All rights reserved.

NFC Application System

CCS (May-13)

NFC APPLICATION

ECOSYSTEM

Info Sharing

Device Pairing

Discover Actions

Open Applications

Peer to Peer

Secure Applications

Payment Access Control Ticketing Loyalty

...

…

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 33 Copyright © Infineon Technologies 2012. All rights reserved.

NFC Tags require high performance and NFC Forum compliant RFID chips

CCS (May-13)

Info Sharing

Device Pairing

Discover Actions

NFC Tags Applications

Peer to Peer ...

Source: RIM Source: Feig Electronics

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 34 Copyright © Infineon Technologies 2012. All rights reserved.

Infineon serves broad NFC Applications

CCS (May-13)

SWP SLE 97

NFC Tags

my-d™ move NFC

DCLB

Dual Interface

SLE 88

SLE 97

SLE 78

SLE 78

SLE 77

SLE 78 + Active Mod

SLE 77 + Active Mod

Secure Elements

NFC SIM Embedded

SE

Bridge

Solutions

NFC

MicroSD™

my-d™ NFC

Possibility to package

together a NFC Modem

and a SWP/DCLB chip into a MicroSD

SLE 77

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 37 Copyright © Infineon Technologies 2012. All rights reserved. Dr. Joerg Schmidt (May-13)

Picture sources: Nokia

Greatly improved

customer experience with

quick and easy pairing of

mobile device and

headset.

Objective Initial situation

Pairing Bluetooth device

with mobile device is time

consuming.

Need to authenticate

pairing codes or connect

the two devices physically.

Methodology / Realization

Rely on open standards

NFC forum Tag 2 Type

Infineon my-d™ move

compliant to NFC Forum™

Type 2 Tag

Design-in of my-d™ move

with headset

manufacturer

Results

To simply tap with a NFC-

enabled phone the NFC

Bluetooth headset for

pairing and the hands free

calls.

Pairing process is easy

and fast.

Creating Customer Convenience through innovative “Tap & Use Solutions”

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 38 Copyright © Infineon Technologies 2012. All rights reserved.

NFC Chips in Detail – from Memory to Controller Products

Different memory sizes and security level

Larger memories ideally suited for data storage directly on tag

* Delivered NFC initialized

** NFC memory size limited to 1 kB/2 kB

*** Final product name to be announced, controller available up from Q1 2012

Product Total Memory

Size

Interface Security Application Delivery Forms

my-d™ move NFC (SLE 66R01P)*

152 Byte ISO 14443-3 A NFC Forum™ Type 2 Tag

32 bit Password, Password

Retry Counter

Public transport, event ticketing

120µm wafer, NiAu-bump

my-d™ NFC (SLE 66RxxP)*

2 kB/4 kB** ISO 14443-3 A NFC Forum™ Type 2 Tag

- Smart posters, consumer good

information

Wafer, NiAu-bump, MCC8

SLE 77CLFxxx***

100 KB

ISO 14443 A/B Mifare compatible NFC Forum™ Type

4 Tag

AES, DES Payment, Transport Die,

Module M4.8, MCC8

Dr. Joerg Schmidt (May-13)

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 49 Copyright © Infineon Technologies 2011. All rights reserved.

The GAD will address many markets

2012-02-21

Copyright © Infineon Technologies 2010. All rights reserved.

Page 49

Authentication Of original parts/ anti-counterfeiting

Consumer electronic devices (e.g. mobile phone accessories)

Router, server blades

Specialized electronic equipment (medical, etc.)

Printer cartridges

Of usage within a system

Printer network protection

Router protection

Home network protection

Gaming protection

Secure communication

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 51 Copyright © Infineon Technologies 2011. All rights reserved.

Some numbers…

2012-02-21

Copyright © Infineon Technologies 2010. All rights reserved.

Page 51

Game Consoles

430 million game consoles to be sold in 2012

Over 1 billion headsets to be sold in 2012

Over 2 billion mobile chargers to be sold in 2012

And many, many other applications with high volume and/ or high value requirements, e.g. medical equipment

Head Sets

Mobile Chargers

Many, Many More

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 52 Copyright © Infineon Technologies 2011. All rights reserved. Confidential

GAD Full turn key solution

to secure your applications with an

easy to use, cost efficient solution from the leader in security

technology

GAD – USPs

2012-02-21

Copyright © Infineon Technologies 2010. All rights reserved.

Page 52

Full turn key solution (client, host, key management, package)

Common Criteria and EMVCo certified product

Common Criteria certified supply chain

400 kBit/s industry standard I2C high speed interface

RSA 2k asymmetric cryptography for enhanced security

Ultra small package to enable many different devices

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 53 Copyright © Infineon Technologies 2011. All rights reserved.

GAD App Place

2012-02-21

Electronic accessory

authentication (e.g. MP3 player)

ICT Infrastructure authentication (e.g. router)

Gaming authentication

(e.g. slot machines)

Digital picture authentication (e.g. against alteration)

Secure Communication authentication

Medical equipment

authentication

Cloud computing

authentication

Software/ IP authentication

12.0 0.0 12.0 8.9

7.18 7.18

9.20

8.60

6.40

6.20

6.40

6.80 6.80

6.20

5.00 5.00

Page 55 Copyright © Infineon Technologies 2011. All rights reserved.