DocumentsRB - PSS - SMD - EMEA2022 V 01.0 06.04.22 08.00 - REGI

Core Team
› SENSORS : Alex
› RFS: Mikael
› 91: Alex
› DCDC: Waltraud
› Power Ics/ Isolater: Waltraud (Pl21/39) + Regina WSA(Healthcare)
› ACDC: (EPIC)
– 52-> Regina
– WBG-> Jutta, Regina ->Auto, Dyson IRP, Signify / Solaredge (Waltraud)
[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

Copyright ©
2021-04-06 restricted RBA2021 - PSS Copyright © Infineon Technologies
InfineonAG 2021. All rights reserved.
Technologies
Pricing 2.0 Price increase 2.0 check Waltraud
-Regina, Mikael

Susanne included? ->Waltraud check
->need agreement
Copyright ©
Technologies
Jutta
Min Max planning discretes
GAN automotive
Powertrain and DCDC
MV GAN
Solaredge, Bosch E-Bike, IRP Nexus

Copyright ©
Technologies
PSS SMD EMEA
RBA2021
Sommer, Gruber, Bayard, Tschernitz, Jonsson

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0] restricted
Table of contents
1 RB 2021 - PSS SMD EMEA Overview Summary 3
2 RB2021 - PSS SMD EMEA TM TL Target Tree & SCTs 12
3 RB 2021 - PSS SMD EMEA SALES & MARKETING 18
4 RB2021 - EPIC EMEA 27

5 RB2021 - DCDC EMEA 41
6 RB2021 - RFS EMEA 57
Copyright ©
Technologies
Table of contents

Copyright ©
Technologies
PSS SMD EMEA incl. Disti OLD
Business Summary
Revenue fulfillment [M. EUR] Design Win DIP region [M. EUR] HC Development [M. EUR]

Revenue worldwide Key messages
DMASS MOSFET Market [M. EUR] *
[M. EUR] strategy and market
› REV/HC ~ 4,5 (increasing), invest in 2 nd level
support eg. SCT & MM functions
› Offshore CAGR ~ 16%
› DW growing beyond €0’’8 with 5G, Sensors
› SoSAM* assumption:
› DMASS ~42% to 54% (Solaredge excluded)
› Market: strong recovery in 20/21, capped by
allocation
* Market model: DMASS MOSFETs only, PSS SMD EMEA own assumption on auto/non-auto split
2021-04-06 restricted RBA2021 - PSS Copyright © Infineon Technologies AG 2021. All rights reserved. 7
Strategy summary
Strategy Summary Opportunities
› Goals & Objectives › Top Accounts: Ericsson, Solaredge, Nokia, Dyson, Delta,
 To achieve 0.6B EUR revenue by FY25/26 (CAGR 13.2% from FY20/21) – stretch to Siemens, WSA, Bosch, Schneider, Signify, ZAPI, Sonion,
0”8B€…1”B€ as well as IFX x-divisional contribution (>140M) in PSS sales Jabra, Huawei, Kostal, Conti, Stihl, Husqvarna., TCI
› Strategy › Focus Application Segments: TSC, BRE, DCO, SSI, OBC,
 Go Deep Automotive Radar
- Full system understanding of applications in focus segments to create customer › New Technologies: WBG, Sensors, OptiMOS6, StrongIRFET2,
demand - Develop A-select accounts into KA – YES customer approach CoolMOS8, S4, Driver Ics, CoolSET6, system integration, good
packaging
- Develop cross-divisional opportunities for/in C/Key/A-Select Accounts
› Israel as major innovation region
 Go Wide

- Focus on growth Direct/Joint Accounts by segments (TSC, BRE, DCO, SSI) w.
AMG(R) and SAE(R)/FAE verticals and x-divisional/DEM sales
- Regional Product Management to scout and focus on TOP accounts in sub-regions Risks
and develop long-term for PSS – increase x-divisional support
 Go Wider
› WBG: product availability
- Regional Distribution Marketing DM(R) to support Core/MM and PSS interface to
DEM/Distributors/DM and PLs › Telecom DCDC: product availability
 Go Digital › RFS 5G ramp.up
- Digital demand creation and virtual customer interaction during & beyond COVID › CO2 sensor: product availability and customer design windows
 System Competence Center (SCT) › Competition in MOSFET: OnSemi, STM, AOS
- Build EMEA SCTs for BPA (Villach) and SSI (Munich)
› Increased competition in WBG for differentiation sockets
 Scout
- Continously scout for new customers for existing and new technologies as well as
emerging applications – attack competition in their yes hidden sockets
PSS EMEA; incl. Disti OLD
BL TOP line Strategies
Description What needs to be done? Status
› Focus on selected Go-Deep/Wide growth customers – upper part of pyramid: WSA, › Please see TOP BL/PL
Siemens, Dyson, Solaredge, Delta, Bosch, Schneider, Bury, etc. Goals in Back-up
› Selected programs for distribution go-wider to be agreed
EPIC › Support WBG, OBC/HVDCDC, MHA, USB Go-Wide, Solar
› Selected ASICs eg. Hearing Aid, Medical & beyond
› Build 2nd level support in RC EMEA
› Focus on BPA, Telecom, SMPS, Server/AI, Go-Wider Distribution, Solar, Explore ADAS › Please see TOP BL/PL

› Dedicated strategies for all Pyramid customer classes Goals in Back-up
› Support strategic growth brands in verticals Dyson, Bosch, Stihl, Husqvarna (Vision25),
DCDC Zapi, JH, Kion; ERI, NOK, etc.
› support entry & scouting for new customers eg. Graphcore, Habana, Annapurna, Mellanox,
IRP, etc.
› Support SCT BPA, Evaluate SCT Telecom DCDC
› Focus on RF5G, DW & Ramp Sensors, SiMic › Please see TOP BL/PL
› Explore SSI Radar & CO2 acceleration, TOF Goals in Back-up
› Continue ATV Radar in current setup and support incl. ATV FAE RF
›
RFS Focus on selected growth accounts – upper part of pyramid: ERI, NOKIA, Sonion, Jabra,
Dyson, Microoled, Conti, Aptive, Huawei, Ficosa
› support entry & scouting for new customers eg. Techem, Schneider, WSA, etc.
PSS SMD EMEA: OLD
Headcount development according to Strategies
Resource Requirements Planned
FY 21/22 (wish list FY 21/22) start quarter
TM FAE
› FAE SSI – prio O.S. from lease to permanent RFS Q4 FY20/21
customer › FAE BRE Nordic – cover Husqvarna, Electrolux Vacuum, Universal Robots, MIR, Atlas Copco DCDC Q3 FY21/22
coverage
› SAE(R) – SCT BPA SW incl. Chimera

TM SAE(R) / DCDC Q1 FY21/22
› SAE(R) – SCT BPA Robotics DCDC Q2 FY21/22
PAE(R) - 2nd › PAE(R) – OBC/HVDCDC 2nd level product support incl. WBG EPIC Q4 FY20/21
level support & › SAE(R) – LP/SMPS appliances, wall plug, adapter/charger ebike EPIC Q1 FY21/22
SCT › PAE(R) – USB 2nd level support esp also for Go-Wide beyond Automotive EPIC Q2 FY21/22

MKT – › PMG(R) – OBC/HVDCDC EPIC Q3 FY20/21
AMG(R) / › APG/PMG(R) – USB EMEA Go-Wide, automotive, industrial, consumer EPIC Q4 FY20/21
PMG(R) › AMG(R) – DCO computing, telecom, ADAS DCDC Q1 FY21/22
› IS – CEN (Vi) Th.H. from lease to permanent (Pillars 1, 2) as 2 nd permanent IS in CEN EPIC,DCDC Q1 FY21/22
Sales – G/AM, › GAM – NRD (SWE) ERI RF (Pillar2) to support transition H.O. – pull-in replacement HC RFS Q1 FY21/22
IS › GAM – NRD (SWE) Husqvarna (Pillar3) to support Vision25 for BPA DCDC,RFS Q1 FY21/22
› rKAM – CEN (MUC) Huawei EMEA to ext. bandwidth for several locations and PLs IFX All BLs IFX Q3 FY21/22
Total additional Headcounts : 14=9+5*) *) planned RB20 already, due for approval
Customer pyramid (on+offshore) OLD
Customer centric strategy (Go-Deep, Go-Wide)
Revenue by end customer view
FY20 YoY FY21 FY26 Key messages & implications for SMD strategy
+20% 467‘3 M€ 971’7 M€
389‘1 M€
› CA: Bosch (OBC, BSH, PT & eBike), Conti (Radar, OBC) Siemens
5y. CAGR 15,8% Ind. Automation
11,4
51’9 M€ +32% 68’5 M€ CA
› KA: major global contributions for PSS by ERI, Dyson, Schneider,
(15%) %
Delta, Huawei, Valeo, Kostal
Key
› A-Select: Key-Account like account development program for
177’2 M€ +18% 209’7 M€ 19,5% Signify, Osram, Stihl, Zapi, WSA/Sivantos, Flex, Schneider, Bosch
Accounts *)
(45%) Industry, Solaredge and Nokia

49’0 M€ +25% 61’2 M€ Accounts 15,8% › A: Sonion, GN Jabra, Graphcore, Habana, Mellanox, Anapurna
(13%) added - New CPM customer candidates in assessment
› Absolut growth highly dependent on defending IFX MOSFET share.

40’5 M€ +30% 52’7 M€ Joint Accounts 17,1% › Solid growth plan for JAs in BPA, SMPS and OBC.
(11%)
› Developing new Focus Core Accounts into next generation Joint
Accounts.
Core Accounts
70’4 M€ +7% 75’2 M€ (16%)
(20%) 6,0% › Mass market driven by multisource program and disti initiatives, high
elasticity of demand and prices.
Mass Market
Source: file://mucsdn32.eu.infineon.com/SMD_Reporting/05_Public/CPM_CMD/Customer%20Pyramid.xlsb › *) incl. All A-Select Accounts
PSS SMD EMEA OLD
Regional Budget comparison to last FY’s plan
Major changes in RB plan
FY19/20
› REV highly impacted by COVID -20%
FY20/21ff
› EMEA Market recovery across all
application segments
› Allocation required to achieve pre-
COVID revenue level
› RB21 similar growth as pre-COVID

Upside: +
Upsides: Key learnings

• 20/21 Allocation – backlog >335m€
10
Risks: - incl. Unconfirmed above pre-COVID

› MTC program - Push distis to manage
stock in time for allocation as well as
direct customers
Risks:
• 20/21 Allocation required – 325m€ as › Product allocation process required
-10
target not yet confirmed in backlog

• 20/21ff Product availability esp. For
› Product availability critical
critical large scale DI
› Bandwidth required in all functions to
deliver exp. Results
Fulfillment Revenue by PL/BL and by channel
Comments
RFS: › RFS:
21,2%
› 5GRF
DCDC:
› SiMic, CO2, SSI
6,8%
› Radar for Auto and non-Auto
› Legacy PL55
› DCDC
EPIC:
› BPA, Server AI,
20,0%
› Telecom DCDC PL12 reduction vs. RB20
due to missing roadmap

› SE Optimizers, Inverter topology
migration towards PL52 reduced vs RB20
› Core & MM contribution
› EPIC
› SMPS&Charging
› OBC/HVDCDC
Disti:9
9,2% › SE NG inverter increased vs RB20
› Selective JA
› ASICs and Isoface
›Channel
Direct: › Defend high DMASS MS, attack selected
18,7% sockets and execute multisource well
› Over proportional growth of direct PSS
accounts – 5G, BPA, Sensors
PSS SMD EMEA incl. Disti): OLD
DIP Region Design-Win by PL/BL and by channel
Comments
RFS: › RFS:5G
24,2%
› 5GRF
› SiMic main contributor to Sensors
DCDC:
17,9%
› DCDC:
› BPA increasing incl. MVGaN 24/25ff
EPIC:
› Server AI, (Telecom reduced)
15,6%
› Power Supplies
› Solaredge Optimizers

› Distribution C/MM continued
› EPIC:
› WBG
› SMPS incl. USB
› OBC/HVDCDC
Disti:
› ASICs
16,3%
› Channel:
› DW planned in defined budget end-
customers direct & distti (JA/SFC) as
Direct:
19,6%
well as continued C/MM
2021-04-06 restricted RBA2021 - PSS Copyright © Infineon Technologies AG 2021. All rights reserved.
14
OLD
Table of contents

Copyright ©
Technologies
DCDC BPA - Local SCT BPA in EMEA – complement
OLD 1st SAE(R) w.
esp. SAE and FAE for BPA & Robotics
1 Existing, Planned in FRFC / BB, approved HC, Open HC
Spokesperson: tbd
Role Functional Main tasks/
# Name
(G) Or (R)
Location Status1
Reporting Special Focus
Requirement capturing, System

1 NN SAR (G) AT, Villach not yet requested BL Architecture and Chipset specifications
(discretes & Ics)
2 NN SAE (G) AT, Villach not yet requested BL L3: Ref Design / SW
3 NN SAE (G) AT, Villach not yet requested BL L3: Ref Design / HW
L2: HW – Troubleshooting Customer

4 N. Ivic SAE (R) AT, Villach HC hired FY20/21Q2 SMD issues, 2nd LV support
L2: SW/FW – Application dev. @

5 NN SAE (R) AT, Villach HC request FY21/22 Q1 SMD Customer
6 NN SAE (R) AT, Villach HC request FY21/22 Q2 SMD L2: HW/SW Robotics
HW – Product; BPA HP. Lab L2 support

7 NN PAE (R) AT, Villach HC request FY22/23 SMD for FAE, focus Material handling, HP
8 NN FAE Nordic IFND HC request FY21/22 Q3 SMD BPA & Robotics L1/2 Customer support
BPA HP (ebike, LEV) L1/2 Customer

9 NN FAE DACH IFAG HC request FY23/24 SMD support
16
TL Planning by Segment OLD
Grow technical competence level – support SCT structure
Summary DCO Summary BRE
Headcount development by GG/TL Headcount development by GG/TL
No. DCO segment (MUC focus) No. BRE Segment (Vi focus)
7 - Motor control compe-
- segment requires 7
6 tence requires hiring of
technical compe-tence 6 TL15 expert
on a high level 5
5
4
4 - GG14 manager
- potential candidate for 3 candidate exists
TL 14 exists 3
2
2 - support SCT by
- new hires planned to 1 developing whole team
1
support business to more technical
0
growth 0 9 10 11 12 13 14 15 16 expertise
9 10 11 12 13 14 15 16
GG/TL GG/TL

FY20/21 FY25/26 FY20/21 FY25/26
Summary TSC Headcount development by GG/TL Summary SSI

Headcount development by GG/TL
No. TSC segment (MUC focus) No. SSI Segment (MUC focus)
- GG14 team lead 7 7
exists - startup segment
6 6
- technical expertise 5 5
of TL14 for WBG & - candidate for TL14
4 4
power supply etc. to exists
be hired 3 3
2 2 - more technical support

- succession planning to be hired
on TL13 level needed 1 1
0
- hiring of young 0
9 10 11 12 13 14 15 16 9 10 11 12 13 14 15 16
potentials on TL11/12 GG/TL GG/TL
level planned
FY20/21 FY25/26 FY20/21 FY25/26
PSS EMEA SMD TM Organization OLD
Grow 1st & esp. 2nd level support (incl.SCT)
Total HC: 21 FY 20/21 Technical Marketing (TM)

Total HC: 37 FY 24/25 G. Bayard
Datacenter & Computing Telecom, SMPS & Charging BPA, Robotics & Energy Sensors Systems & IOT
Timeline RF5G
L. Jakobsen M. Hallenberger S. Stoegner Act. G. Bayard
C. Höfling FAE IL, Comp A. Hofmann FAE EAST D. Shrimpton FAE DYS, UK R. Kruschwitz FAE SSI N. Thulin RF FAE ERI
HC request C. Berger FAE NOK, Telecom R. Langenberg FAE S. Sutter FAE Stihl,Bosch,Ger K. Okan FAE SSI J. Kolehmainen RF FAE NOK
DES,Pana,DACH A. Mavronas FAE Zapi, IT, DACH
R. Moller FAE Eltek, ERI, Nordic N. Ivic SAE SCT BPA HW
FY 20/21 G. Simonet FAE STE, SW
M. Thomas FAE DACH
D. Zipprick FAE DACH,OSR,ZT,TCI
+1 V. Appanabhotla FAE USB
N.N. FAE DACH

N.N. PAE(R) OBC/DCDC N.N. SAE(R) SCT BPA SW
HC request N.N. SAE(R) LP/SMPS N.N. SAE(R) SCT BPA Rob.
N.N. PAE(R) USB N.N. FAE Nordic BRE
FY21/22
+6
N.N. SAE(R) Telecom DCDC N.N. PAE(R) Isolator N.N. SAE(R) SCT SCT BPA N.N. SCT SSI SAE(R) N.N. RF FAE
HC request N.N. PAE(R) ADAS support N.N. PAE(R) SCT Mat.Handl. S. Huber (dual student) SAE(R)
R. Pichler (dual student) FAE(R)
until FY24/25
+9
PSS SMD EMEA OLD
SCT BPA – coverage, R&R
SCT Motor Control Cordless Gardening Cordless Service Battery LEV PV Material WBG for
Power Tools Vacuum Robots, Mgmt. 2/3/4 Inverter handling motor drive
Tools Cleaners Cobots wheeler AGV
SAE(R) FY20/21 Q2
Low Power, Nikola I. X X X
SAE(R) FY21/22 Q1
Software, PL88 X X X X X X
SAE(R) FY21/22 Q2 X
X X

Robotics/LEV
low power
PAE(R) FY22/23 X
High Power X X X
high power
FAE FY21/22 Q3
Nordic X X Focus Focus
FAE FY23/24
DACH X X X Focus
› FAE Nordic: Husqvarna, Electrolux Vacuum, Universal Robots, MIR, Atlas Copco
› FAE DACH: Bosch (virt. Bosch AccTeam integration), scouting customers(~#10) for 2/3wheeler, BMS
OLD
Table of contents

Copyright ©
Technologies
PSS EMEA SMD Regional Marketing Organization
OLD
Invest in resources for new areas of growth
Total HC: 9 FY 20/21 Application & Product Management & Distribution Marketing
Total HC: 16 FY 24/25 W. Gruber
Product Management
Timeline Application Management Distribution Marketing
J. Schönlau
P. Richter AMG(R) Telecom, SMPS & Charging J. Schönlau PMG(R) S/W K. Kastner DM(R)
HC request
F. Pasqua APG(R) LP SMPS / Appliances H. Duyan PMG(R) DACH+
FY 20/21 H. Riffi AMG(R) BPA, Robotics & Energy (BRE) N. Skotnicki PMG(R) N/W, East
E. Voskamp AMG(R) Sensor Systems & IoT (SSI)

+0

N.N. AMG(R) Datacenter, Computing & Telecom DCDC
HC request N.N. PMG(R) OBC/HV DCDC
N.N. APG(R) USB
FY21/22
+3
N.N. AMG(R) SSI SCT

HC request N.N. PMG(R) Digital Isolators
N.N. AMG(R) BRE
until FY24/25 N.N. AMG(R) Emerging Applications (Dual

Student)
+4
PSS SMD EMEA Sales – Organization development
OLD Mikael/ Regina
Revenue plan incl x-selling contribution all IFX
PSS SMD EMEA - Sales Central PSS SMD EMEA - Sales Nordic
R. Tschernitz Mikael Jonsson PSS Account Management
SMD strategy
Pillar 1 Pillar 2 Pillar 3 Pillar 4 Pillar 5 Pillar 1 Pillar 2 Pillar 3
M. Boelting GAM S. Jackson GAM P. Biffi GAM A. Maurer GAM NN GAM H. Ohman GAM H. Jyväsjärvi GAM N.N. act. M. Jonsson
A. Duecker AM P. Knowles AM S. Lancini AM R. Goettlicher n.n AM T. Lindback AM E. Alho AM Whilgard Anna › Pillars led by senior AM (developed
nn Huawei+Cross AM nn Sucession nn Sucession AM
Divisional T. Koffler* into functional lead)
WSA
Delta EMEA
Dyson
Graphcore
Zapi
Huawei
Signify
Stihl
Solaredge
Anapurna
Ericsson Nokia Jabra › In pillars Projects / segments /
Husqvarna
Samsung Black&Dekker Microoled Elrad Mellanox #customers covered w. AM
LG (ZKW) Zwift Bel Power Sonion Habana
OSRAM Elvie Bull Panasonic Broadcom specialists
›
Vishay Zumtobel
Pillars balanced complexity and
T. Haslacher Internal Sales S. Grazzani Internal Sales E. Kattnig* Internal Sales T. Haslacher In. Sales n.n IS/AM U. Junno IS n.n. IS/AM
impact, enables staff development
148114 519 › New pillars
117667 621
› CEN5 “Israel”
› NRD3 Husqvarna, Jabra

› IS
90958 320 › change into permanent HC after
84668 877
80740 000
years of lease
77455 397 70829 130
› promotions to AM, replacement
69
141091 329
HC required
60251 976 58996 592
› AM
61514 677 48215 000 › Huawei requires ext. bandwidth
49879 130
35421 000 37328 315
80740 000
› Age pyramid requires pull-in of
62865 000 replacement HCs in next years
26288 582 54385 525
20 23259 024 48215 000 20046 087 18600 000
to ensure good transition
40212 224 27694 000
7228 780 30706 344 22421 421
20950 000 23154 200 15698 261 18600 000
12569 536 14069 291 -
6206 600 7727 000 3867 161 7023 190 4347 826 4611 067 -
REV REV FY REV REV FY REV REV FY REV REV FY REV REV FY REV REV FY REV REV FY REV REV FY
FY20/21 25/26 FY20/21 25/26 FY20/21 25/26 FY20/21 25/26 FY20/21 25/26 FY20/21 25/26 FY20/21 25/26 FY20/21 25/26
Pillar 1 Pillar 2 Pillar 3 Pillar 4 Pillar 5 Pillar 1 Pillar 2 Pillar 3
* Maternity leave koffler
* Kattnig, n.n. Nordic lease
IPC/ATV/CSS PSS IPC/ATV/CSS PSS
PSS SMD EMEA Sales - Cross DivisionalOLD Business Mikael/ Regina
Contribute ½ Billion with PSS Direct Customers to IFX
REVENUE Design Win
m€ Cross DIV :
24%
Cross DV :
23%
Cross
DIV : 24%
Cross DIV :
25%
Cross DIV :
23%
Cross DIV :
22%
Cross DIV :
22% Cross
DIV : 25%
Cross
DIV : 25%
Cross
DIV : 28%
Cross
DIV : 28%
Cross
DIV : 28%
600.00 579,84
579.84 600.00 564,00
577.46
496.91
496,91 485.30
500.00 403.35 500.00 485,30
403,35
400.00 400.00
453.18 433.35
312.99 313.60 353.31 387.97
300.00 388.40 300.00 355.28
256.15
309.62 280.45

207.95 263.40
200.00 186.90
235.83 200.00 236.37
193.96
159.17 42.11
142.72
100.00 49.82 100.00 44.01
44.89 44.48 33.38
38.64 39.20 25.37
30.63 17.15
21.97 21.53 14.28
23.81 9.14 13.18 7.37 17.46
17.07 20.23 5.83 68.62
2.12 3.39 37.38 41.92 46.46 54.87 48.33 48.76 60.63
24.99 25.17 32.55 33.25
0.00 0.00
REV REV REV FY REV FY REV FY REV FY REV FY DW FY19/20 DW FY20/21 DW FY 21/22 DW FY 22/23 DW FY 23/24
FY19/20 FY20/21 21/22 22/23 23/24 24/25 25/26
ATV CSS IPC PSS
ATV CSS IPC PSS
› PSS: Key growth areas: Hearing Aid, Battery powered applications, Telecom, DC/DC Computing
› IPC: Further strengthen Postion within HV DC/DC, OBC Chager and Solar (Easy modules)
› ATV: Growth propsepcts with Aurix, Power (ToLL Mosfets ) in Batterysystems and DC/DC Converters
› CSS: Expand Footprint for XMC, PsOC and Wirless Connectivity *Exkl. Solarede, Husquarna as in CPM process
24
PSS SMD EMEA Sales - 70% of Demand Creation in EMEA
OLD Mikael/ Regina
Continued strong R&D investment requires Demand Creation Ressource in EMEA
Revenue Fulfillment
100% Demand Creation
90% 100%
80% 90% 26% 27%
70% 80%
68% 68%
60% 70%
Mio EUR
60%
Mio EUR
50%
40% 50%
40% 74%

30% 73%
30%
20%
32% 32% 20%
10%
10%
0% 0%
RB FY 20/21 RB FY 23/24 RB FY 20/21 RB FY 23/24
Onshore Offshore Onshore Offshore

*Customer Segment PSS
 Demand creation footprint in EMEA will increase due to increased R&D investment in Huawei, Delta, Panasonic in R&D
 Demand Fulfilment split will not change substantially
 Smaller moves by customers with global market reach to become more robust against geopolitical dynamics/risks
 We may however expect further adaptations, depending on geopolitical development
25
PSS SMD EMEA Sales request OLD Regina
Huawei EMEA regional Key Account Manager HC FY21/22
Project pipeline influenced in EMEA EMEA DW confidence M€
Project Application Div PL SAM BIZ inroad / enabler Opp. ID License status
97.1
EMEA/Nuremberg 100
1 Tofane ADAS/MDC PSS 12 20M€ 0030010251 Received
EU Procurement
69 80 32.0
Solar inverter for IPC EMEA/Nuremberg 0030017518 Received for IPC PSS
2 Solar 14 12M€
residential >3kW PSS EU Procurement 0030013154 ongoing Telecom
52
60
42 EMEA/Munich ATV with high
3 Radar ADAS ATV 10M€ Q2/2021
58 EU Procurement
40 50.1 confidence
ATV/inverter for EMEA/Nuremberg/Munich
4 Power ATV 31 8M€ 0030011544 Q2/2021
the motor driver EU Procurement Tofane&Solar
20
EU Procurement
In-cabin
5 ToF
application
PSS 32 7M€ to enable the selection of In progress 15.0
IFX solution 0

Audio amplifier EMEA / Finland / EU DW potential
6 Audio PSS 88 5M€ 0030013282 Q2/2021
/Wearable Procurement Huawei REV Global M€
OCU3 & 0030004087 PL 18_19 19_20 20_21 YTD
7 Telematics ATV 58 20M€ EMEA / Munich Q2/2021
ConMod 0030004085
12_EP 34.8 62.9 0.1
8 ATV SW SW and licenses ATV 58 100K€ EMEA / Italy 0030010514 Q2/2021 51_MVS 38.7 57.4 0.0
55_RFC 30.3 56.9 0.0
15
0030010378 69_LMP 9.9 34.9 3.9
18 EMEA /Nuremberg/ EU
9 Power Telecom 48V-1V PSS 15M€ 0030014031 Q2/2021
51 Procurement
0030014030 21_PMI 18.5 18.7 0.0
52
52_HVC 18.2 18.9 - 0.2
18_LVS 8.2 11.2 0.0
Conclusion on Huawei EMEA 15_ULVS 7.1 8.7 0.0
› 30 Mio€ Rev. Impact is secured and license granted 14_CD 3.5 6.9 1.7
› 50 Mio€ Rev. Impact is with high confidence level and license to be received in Q2/2021 58_MC 0.8 7.7 0.0
› 15 Mio€ is with low confidence level due to the license other PLs 6.6 27.1 1.7
Total 176.5 311.3 7.2
PSS SMD EMEA Sales OLD ALEX
HC line items FY21/22 – share of est. RART
Resource Requirements Planned
FY 21/22 (wish list FY 21/22) start quarter
Sales › GAM – NRD (SWE) ERI RF (Pillar2) to support transition H.O. – pull-in replacement HC RFS Q1 FY21/22
G/AM, IS › GAM – NRD (SWE) Husqvarna (Pillar3) to support Vision25 for BPA DCDC,RFS Q1 FY21/22
› rKAM – CEN (MUC) Huawei EMEA to ext. bandwidth for several locations and PLs IFX All BLs IFX Q3 FY21/22
Total additional Headcounts SALES: 4

Assumed RART split:
location Sales Unit System Surname JobFunction HC19/20 HC20/21 HC21/22 HC22/23 HC23/24 EPIC DCDC RFS ATV IPC ICW
Kista PSS NRD Sales GAM – NRD (SWE) Husqvarna ACCOUNT 0 0 1 1 1 70% 20% 10%
MANAGEMENT
Kista PSS NRD Sales GAM – NRD (SWE) ERI RF (pull-in ACCOUNT 0 0 1 1 1 100%
replacement HO) MANAGEMENT
Campeon PSS CEN Sales rKAM – Huawei (x-Divisional) ACCOUNT 0 0 1 1 1 20% 20% 20% 10% 20% 10%
MANAGEMENT
Villach CEN Sales IS – CEN Th.Haslacher (lease) INTERNAL SALES 0 0 1 1 1 40% 50% 5% 5%
OLD
Table of contents

Copyright ©
Technologies
PSS SMD EMEA – BL EPIC OLD ALEX
Overview – PL & Channel View OLD
REV ww 147‘ => 319‘ CAGR 17%
Revenue Planning EMEA PL FY19_20 FY20_21 FY21_22 FY22_23 FY23_24 FY24_25 FY25_26 5 Years CAGR 5Y contribution
ONSHORE 21 15,5 23,2 25,0 28,0 32,3 30,8 33,7 7,8% 10,5
39 7,0 9,0 10,6 12,6 14,6 15,5 17,0 13,6% 8,0 REV EMEA 80‘ => 199‘ CAGR 20%
52 39,7 42,5 52,8 71,2 91,2 112,1 138,1 26,6% 95,6
91 5,2 6,4 8,3 8,9 9,5 10,3 14,5% 5,1 DW EMEA 174‘ => 269‘ CAGR 16%
ONSHORE Total 62,2 79,9 94,8 120,2 146,9 167,9 199,0 20,0% 119,2
OFFSHORE 21 6,6 7,6 8,0 10,4 13,4 15,2 19,7 21,1% 12,1
39 26,1 27,9 28,5 29,0 29,9 32,0 32,3 2,9% 4,4
52 29,6 31,7 36,4 41,4 48,1 58,1 67,2 16,2% 35,4
91 0,1 0,1 0,3 0,4 0,4 0,9 64,7% 0,8
OFFSHORE Total 62,2 67,3 73,0 81,1 91,8 105,7 120,0 12,3% 52,7 5y contribution - onshore only
Grand Total 124,4 147,1 167,8 201,3 238,7 273,7 319,0 16,7% 171,9 80.0
70.0
60.0 Solaredge
50.0

40.0
30.0
› EPIC Strategy 20.0
› Focus on selected Go Deep/Wide growth accounts (upper part of pyramid) 10.0

-
› Selected programs for distribution go-wider to be agreed DEM IPC ATV PSS CSS
› EPIC onshore projection increased (Solaredge FY22/23 onwards)

› Offshore projection reduced – Huawei, Dyson, Schneider REV 20/21 REV 25/26
› Push initiative for CoolSET in appliances included

› PL91 included in planning, continue Automotive success and explore 90‘€ 222‘€ *)
consumer and industrial 37‘€ 73‘€
› S4 and isolators Go Wide not planned (upside)
20‘€ 24‘€
*)
incl. all A-Select Accounts
PSS SMD EMEA – BL EPIC
ALEX
Overview – PL & Channel View
REV ww 183‘ => 371‘ CAGR 17,3%
Revenue Planning EMEA PL FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 5Y CAGR 5Y contribution
ONSHORE 21 22 24 30 34 37 40 39 9,9% 14,7 REV EMEA 102‘ => 227‘ CAGR 17,3%
39 9 16 17 20 25 28 31 14,1% 15,0
52 42 55 77 93 110 127 140 20,5% 85,1 DW EMEA 199‘ => 330‘ CAGR 18,4%
91 5 6 10 12 13 16 16 20,7% 10,1
ONSHORE Total 78 102 134 160 185 211 227 17,3% 124,8
OFFSHORE 21 7 10 11 14 17 20 22 17,1% 11,9
39 28 31 34 35 36 37 39 4,6% 7,8 5y contribution - onshore only
52 19 38 43 49 57 68 79 15,4% 40,1
80.0
91 0 1 1 1 2 3 5 37,1% 4,0
70.0
OFFSHORE Total 54 80 90 100 111 128 144 12,4% 63,8
60.0
Grand Total 132 183 224 260 296 339 371 15,2% 188,6
50.0
40.0

30.0
› EPIC Strategy 20.0
› Focus on selected Go Deep/Wide growth accounts (upper part of pyramid) 10.0

0.0
› Selected programs for distribution go-wider to be agreed DEM IPC ATV PSS CSS
› EPIC onshore projection increased (Solaredge FY22/23 onwards)

› Offshore projection reduced – Huawei, Dyson, Schneider
› Push initiative for CoolSET in appliances included REV 21/22 REV 26/27
› PL91 included in planning, continue Automotive success and explore

110‘€ 243‘€ *)
consumer and industrial
› S4 and isolators Go Wide not planned (upside) 40‘€ 81‘€
› Wider Customer base 33‘€ 47‘€
› Increase Share in MM Customers
› Go-Wide to be adressed
*)
PSS SMD EMEA - BL EPIC OLD ALEX
Customer & Application Strategy
45.0
40.0 5y contribution - application view
35.0 90.0
30.0
80.0 Appliances
70.0
25.0 60.0
50.0
20.0
40.0
15.0 30.0
20.0
10.0
10.0
5.0 -

SMPS&Charging Energy OBC / HV-DCDC Industrial & others
-
Vision FY 20/21 RB FY 25/26

› SE inverter topology change, migration from DCDC › SMPS&Charging includes Appliances, USB and standard
› Dyson iGaN motor control SMPS
› Schneider wall-plug, UPS, drives, S4 › Energy Solaredge and SMA
› Kostal OBC › OBC/HVDCDC is ramping
› Bury USB Auto › WBG meet customer windows
› Siemens CARAT not included › LY to this year consitant slightly higher total planning
› Better balancing among top 10 customers
32
PSS SMD EMEA - BL EPIC ALEX
45
5y contribution - application view
40
35 90.0
30 80.0 Appliances
25 70.0
20
Vision to fill in 60.0 How to
15 50.0 undercathegorize
10 40.0
5
30.0
0
20.0
Y E S Y A N R H L Y X
TC
I PI ER AM TA
L EI L
O
G
D
G EN
N
IF
ELT SO IDE SC BE UR LU ZA NE R S A W TA 10.0
L E Y O B O N
IO AR EM SIG D D E BO MT TR
I O
S
KO HU INE
D L SI H
N
U C N
G
T -
AU SO SC Z E O

N
S EL C
O SMPS&Charging Energy OBC / HV-DCDC Industrial & others
W
Vision FY 21/22 FY 26/27
› SE inverter topology change, migration from DCDC › SMPS&Charging includes Appliances, USB and standard
› Dyson iGaN motor control SMPS
› Schneider wall-plug, UPS, drives, S4 › Energy Solaredge and SMA
› Kostal OBC › OBC/HVDCDC is ramping
› Bury USB Auto › WBG meet customer windows
› Siemens CARAT not included
› S 4 line -> BB lookup
› WBG line extract
› Isolaters Upside line
33
PSS SMD EMEA - HVC (PL52) OLD
Jutta/Alex/
Waltraud
Business plan (DW onshore/Rev on+offshore)
Upsides: Demand Creation Rationals
205 • OBC Bosch, Conti & SMD strategy
200.0
40 Delta faster market
ramp up, increasing
Dyson iGaN
market share
› SMPS, EV Charging, OBC/HV DCDC
› Drive pipeline for WBG
+20%
SE, Bosch SiC 40 170 • HV Switches in
motor control for › Agree S4 Go Wide strategy, G2M
28
40 appliances and
150.0 › Win iGaN at Dyson
pumps
0 22 139 138 • CoolSiC industrial
40
30 › Defend MS for Go Wide customers as
-30%
27 17 Risks: long as possible with smart product
29113 112 • WBG delay SE, adaptions and commercial support
21 Bosch
100.0 28

• Dyson iGaN risk › Solaredge and SMA NG inverter
53
89 5291 technical feasability
28 › Support customer DW, SiC ramp
74 43 • Osram, TCI
69 36 71
› Distribution: Multisource program for
53 C/MM, aggressive MS program
50.0 35
40 42
› Requirements:
59 56 62 › WBG G2M readiness and YES
50
32 customer approach
› SiC SMD package, industrial Go Wide
0.0 › Motor control for appliances and
DW FY DW FY DW FY DW FY DW FY pumps, value prop. for HV switches,
19/20 20/21
SMPS&Charging 21/22OBC / 22/23
HV-DCDC 23/24 Regional Distribution YES customer (Grundfos, BSH, ELX)
Energy Upsides WBG REV › PMG/PAE(R) OBC/HVDCDC
REV WW
› SAE(R) LP SMPS
PSS SMD EMEA - HVC (PL52) Jutta/Alex/
Waltraud
200 40 • OBC Bosch, Conti & SMD strategy
Delta faster market
179 ramp up, increasing
market share
› SMPS, EV Charging, OBC/HV DCDC
Dyson iGaN
40 29 161 • HV Switches in
› Drive pipeline for WBG
› Agree S4 Go Wide strategy, G2M
+20%
150 motor control for
40 16 appliances and
40 138 › Win iGaN at Dyson
pumps
27 125• CoolSiC industrial
118 › Defend MS for Go Wide customers as
SE, Bosch SiC 113
21 21 16 56 Risks: long as possible with smart product
-30%
100 102
97 • WBG delay SE, adaptions and commercial support
21 16 16 Bosch
83 Graph correct
3581

• Dyson iGaN risk › Solaredge and SMA NG inverter
28 32 other
25
66 objects to technical feasability
› Support customer DW, SiC ramp
• Osram, TCI
50 53 check
47 › Distribution: Multisource program for
79 C/MM, aggressive MS program
3035 64
57
48
› Requirements:
20 Strong decrease in
Regional
› WBG G2M readiness and YES
0 customer approach
distribution
DW FY DW FY DW DW FY DW FY › SiC SMD package, industrial Go Wide
20/21 21/22 FY 22/23 23/24 24/25 › Motor control for appliances and
SMPS&Charging OBC / HV-DCDC Regional Distribution Energy pumps, value prop. for HV switches,
YES customer (Grundfos, BSH, ELX)
Upsides WBG REV REV WW
› PMG/PAE(R) OBC/HVDCDC
› SAE(R) LP SMPS
PSS SMD EMEA OLD Jutta/Waltraud
WBG DW prioritized funnel/pipeline EMEA (HV/MV)
Success factors WBG
70000000
60000000 57,951,310
Bosch
-0
52,945,623
54,778,233
Upsides:
- adherence to
-0
51,009,237 -0 › add. products available
50000000 › add. exceptional DWs development
24,111,581 schedule needed
TO DO
27,600,000 - extended RDSon
40000000 25,400,000

and package
+30%
28000000
portfolio (HV & MV)
29,947,694.15
30000000 required
-30%
2,178,233
-0 7,545,623 WBG in general:
3,009,237 23,839,729
20000000 17,135,423.00 - product availability
Risks:
› products not available
required
25,000,000
10000000 20,000,000 20,000,000 › value proposition not - value proposition
7,143,260.00
achieved needs to be
10,000,000
1,031,200.00
› ramp down of 1st products understood better
0 - more opportunities
20_21 21_22 22_23 23_24
to be identified
Energy SMPS/Charger/UPS/PDB Motordrive & -control OBC & HV_DCDC REV Pipeline
PSS SMD EMEA – PI (PL21/39) OLD ALEX
Business plan (DW/Rev on+ offshore)
Demand Creation Rationals
SMD strategy
110
1 Healthcare (Upside, NG ASICs)
103 › Continue ASICs Hearing Aids, Medical
10 94
0 90
90 Upsides: SMPS&Charging
12 › Accelerate Go-Wide wall-plug charger
80 • Digital Isolators & Drivers
WSA ASICS › Scout <250W charger for BPA
(+5‘M€)
72
+15%
10 Digital Isolators
• XDP USB-PD (+2’M€)
68 CoolSET
70 10 • Power Tool ACDC charger
55 12 (+2’M€) › Entry in MHA with CoolSET
10 • Low Cost ASIC for WSA › Distribution Go-Wider with CoolSET,
8 51 pricing, training and demo, self service
-10%
8 46 Risks:

50 1
9 10 9 47 • Ramp delay appliances Digital Isolators (upside)
9 • Cost/performance vs. › Support biz development and
83 1 36 41
6 competition for lighting ICs customer entry in industrial accounts
32 16
23 15 9 15
30
FY19/20 (DW) Driver
10 WSA (83’M€) › P2S sell with PL52 WBG
› Basestation board power drivers
25 23 26 FY20/21 (DW)
10 17 Carat (25‘M€)V Requirements:
› CoolSET Gen6 EMEA prod. definition
FY19/20 FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26 › Sync portfolio wall-plug PL21/91
› Ramp-up portfolio for isolators for go-
-10 wide vs. ADI
DW Healthcare DW SMPS&Charging DW Appliances
Others DW Ind. Automation Uspide WSA › SAE(R) LP SMPS
Upside Isolators Revenue Revenue ww › PMG(R)/PAE(R) for Digital Isolators
PSS SMD EMEA – PI (PL21/39) OLD
Business plan (DW/Rev on+ offshore)
110
1
103
10 94
0 90 140
90 135
12
80 WSA ASICS
120 120 WSA ASICS
72
+15%
10 Digital Isolators
Digital Isolat
68 108
70 10
100
55 12 96 40
10 40
85
8 51 80 40
-10%
8 46

50 1 40
9 10 9 47 66 14 69
9 60 12 62
83 1 36 41 10 55
6 14
32 16 3 7 47 14
23 15 9 15 40 16
30 40 17
2631 26 15
10 13 6
20 1 6
1 6 6
26 6
25 23 20 24
10 17 13 13 16
0
FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26
FY19/20 FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26
-10 SMPS&Charging Regional Distribution Major H
DW Healthcare DW SMPS&Charging DW Appliances Ind. Automation Others Upsides
Others DW Ind. Automation Uspide WSA
REV REV WW
Upside Isolators Revenue Revenue ww
WSA ->
› Healthcare seg
› 20/21 25m -> Check
› 21/22 nothinh
› 23/24 80m *40%= 32m
› 24/25 35*40% =15m
› 22/23 – 23/24 -24/25

› 10 -10 -25

› Siemens Pl 39 Healthcare -> in DB auf Asic -> =39 -> Healthcare
› To check in which Application
Copyright ©
Technologies
PSS SMD EMEA – PI (PL21/39)
Regina/ALEX
Business plan (DW/Rev on+ offshore) WSA DW planning is
missing (Healthcare)
Regina to provide data
23/24
SMD strategy
SMACG upside
Low cost platform Healthcare (Upside, NG ASICs)
› Continue ASICs Hearing Aids, Medical
140 142
135 SMPS&Charging
Upsides:
• Digital Isolators & Drivers › Accelerate Go-Wide wall-plug charger
120 120 WSA ASICS
(+5‘M€) › Scout <250W charger for BPA
+15%
Digital Isolators
108 • XDP USB-PD (+2’M€)
100 • Power Tool ACDC charger CoolSET
96 40 › Entry in MHA with CoolSET
(+2’M€)
85 40 • Low Cost ASIC for WSA › Distribution Go-Wider with CoolSET,
80 40 pricing, training and demo, self service
-10%
40 Risks:

14 69 70
66 • Ramp delay appliances Digital Isolators (upside)
60 12 62
10 55 14 • Cost/performance vs. › Support biz development and
3 7 47 14 competition for lighting ICs customer entry in industrial accounts
40 40 16
17
2631 26 15 FY19/20 (DW) Driver
13 6
6 WSA (83’M€) › P2S sell with PL52 WBG
20 1 1 6
6 6 › Basestation board power drivers
20 24
13 13 16 FY20/21 (DW)
0 Carat (25‘M€)V Requirements:
FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 › CoolSET Gen6 EMEA prod. definition
› Sync portfolio wall-plug PL21/91
SMPS&Charging Regional Distribution Major Home Appliances › Ramp-up portfolio for isolators for go-
Ind. Automation Others Upsides WBG wide vs. ADI
REV REV WW › SAE(R) LP SMPS
› PMG(R)/PAE(R) for Digital Isolators
PSS SMD EMEA - WCS (PL91) OLD ALEX/Waltraud
Business plan (DW/Rev onshore)
40
SMD strategy
8
35 15 › Automotive
31 › Continue focus on Bury for several
42 Upsides: OEMs
30 50 • Bury Rev+3m€/DW+10m€ › Identify further Tier1 in EMEA
+50%
• Consumer SMPS Rev+5m€
eg. Schneider, Dyson › SMPS Consumer & Industrial
22 › Expand Industrial in Building,
25 5 • Barrel connector replacement
6 › Scout charger for BPA Wallplugs eg. Schneider, Legrand
10 etc Wait for
20 12 › Explore Consumer in existing
-20%

brands and barrel connector
13 Risks:
replacements
Same chart as LY
16 • Fast EOL of legacy sockets
16
12
› Significant
Further explore industrial cameras
15
7
› Legacy PL91 fulfillment mainly in
11 Distribution
10 9
9
10
› 50% of total Rev are cust. <100k€Upside
0 › 50% of total Rev w. TOP10
5 7 15 Au
12 (>100k€)
5 5 10 Go w
8 › Explore Industrial customers
Upside +5
0
› Requirements DW +
FY 19/20 FY 20/21 FY 21/22 FY 22/23 › Additional HC PMG(R), PAE(R) to
enable scouting beyond Automotive
Unweigthed funnel Legacy revenue › Technical and commercial support
DW Automotive DW SMPS/Consumer Revenue
Copyright ©
Technologies 45
PSS SMD EMEA - WCS (PL91) NEW 06.04 ALEX/Waltraud
Business plan (DW/Rev onshore)
SMD strategy
› Automotive
› Continue focus on Bury for several
60 Wait for Markus Upsides: OEMs
• Bury Rev+3m€/DW+10m€ › Identify further Tier1 in EMEA
10
+50%
50
Same chart as LY with higer •figures
Consumer SMPS Rev+5m€
eg. Schneider, Dyson › SMPS Consumer & Industrial
3 Significant ramp Bury• Barrel connector replacement › Expand Industrial in Building,
10
› Scout charger for BPA Wallplugs eg. Schneider, Legrand
1 10 etc
40
› Explore Consumer in existing
-20%
8 Upside FX 2

10 Risks: brands and barrel connector
Auto • Fast EOL of legacy sockets replacements
30 12 › Further explore industrial cameras
6
12 Go wider
5 Upside +5 m (REV) › Legacy PL91 fulfillment mainly in
20 10 10 DW +10m Distribution
9 16 › 50% of total Rev are cust. <100k€
0 8 16
3 13 › 50% of total Rev w. TOP10
2 210 12 (>100k€)
10 0
0 15 › Explore Industrial customers
6 12
85 10 10
› Requirements
0 › Additional HC PMG(R), PAE(R) to
Automotive Battery Powered Applications (BPA)
enable scouting beyond Automotive
SMPS Regional Distribution
Others Upsides WBG
Unweigthed funnel Legacy revenue › Technical and commercial support
REV
Copyright ©
Technologies 46
PSS SMD EMEA – EPIC Contribution: OLD
ALEX
FY 21/22 Resource Requirements Planned

(wish list FY 21/22) start quarter
› PAE(R) – OBC/HVDCDC 2nd level product support incl. WBG EPIC Q4 FY20/21
TM SAE(R) / › SAE(R) – LP/SMPS appliances, wall plug, adapter/charger ebike EPIC Q1 FY21/22
PAE(R) & SCT › PAE(R) – USB 2nd level support esp also for Go-Wide beyond Automotive EPIC Q2 FY21/22
MKT AMG(R) / › PMG(R) – OBC/HVDCDC EPIC Q3 FY20/21

PMG(R) › APG/PMG(R) – USB EMEA Go-Wide, automotive, industrial, consumer EPIC Q4 FY20/21
Sales › IS – CEN (Vi) Th.H. from lease to permanent (Pillars 1, 2) as 2 nd permanent IS in CEN EPIC,DCDC Q1 FY21/22
G/AM, IS › rKAM – CEN (MUC) Huawei EMEA to ext. bandwidth for several locations and PLs IFX All BLs IFX Q3 FY21/22

Total additional Headcounts EMEA EPIC: 5,4 = 2,4 + 3*)
*) planned RB20 already, due for approval
Assumed RART split:

MANAGEMENT
Munich MKT PMG PMG(R) OBC/HVDCDC RM PMG 0 0 1 1 1 100%
Munich MKT SMPS APG(R) USB RM APG 0 0 1 1 1 100%
Campeon TM TSC SAE(R) LP SMPS, WBG, MHA SAE(R) 0 0 1 1 1 80% 20%
Campeon TM TSC PAE(R) OBC/HVDCDC, EVCharg PAE(R) 0 0 1 1 1 100%
Campeon TM TSC n.n. PAE(R) USB PAE(R) 0 0 1 1 1 100%
TL Planning by Segment OLD ALEX
on a high level 5
5
4
4 - GG14 manager
TL 14 exists 3
2
2 - support SCT by
1
0
9 10 11 12 13 14 15 16
GG/TL GG/TL

FY20/21 FY25/26 FY20/21 FY25/26

6 6
4 4
be hired 3 3

0
- hiring of young 0
9 10 11 12 13 14 15 16 9 10 11 12 13 14 15 16
level planned
FY20/21 FY25/26 FY20/21 FY25/26
OLD
Table of contents

Copyright ©
Technologies
PSS SMD EMEA - BL DCDC OLD Waltraud
Strategy: focus on selected growth accounts
Revenue Planning EMEA PL FY19_20 FY20_21 FY21_22 FY22_23 FY23_24 FY24_25 FY25_26 5 Years CAGR 5Y contribution REV ww 260‘ => 410‘ CAGR 10%
ONSHORE 12 6,3 8,5 9,1 13,3 16,2 18,0 19,6 18,2% 11,1
15 37,2 43,9 47,1 48,9 50,8 53,5 56,9 5,3% 12,9
REV EMEA 193‘ => 268‘ CAGR 7%
18 46,9 69,7 74,4 78,4 90,6 97,5 101,5 5,6% 21,8
51 61,3 69,9 76,8 74,6 76,4 78,9 83,6 3,7% 13,7
88 0,8 1,1 1,4 1,7 2,8 4,0 6,9 43,5% 5,7 DW EMEA 224‘ => 367‘ CAGR 18%
ONSHORE Total 152,5 193,1 208,8 216,8 236,8 251,8 268,4 6,8% 75,3
OFFSHORE 12 7,5 12,3 14,4 18,6 24,0 30,7 35,8 23,8% 23,5
15 16,3 18,3 20,9 23,9 26,7 30,1 31,7 11,6% 13,4
18 17,4 18,6 23,0 27,0 30,7 33,8 34,8 13,3% 16,1 5y contribution - onshore only
35.0
51 18,3 17,1 19,1 21,9 26,3 28,5 30,2 12,1% 13,2
88 0,3 0,5 0,7 2,4 4,9 6,9 8,8 77,1% 8,3 30.0
OFFSHORE Total 59,7 66,8 78,0 93,8 112,6 130,1 141,3 16,2% 74,5 25.0
Grand Tota 212,1 259,9 286,8 310,7 349,4 381,9 409,7 9,5% 149,8 20.0
15.0

10.0
5.0
› DCDC Strategy -
PSS DEM ATV IPC CSS
› Focus on selected growth accounts (upper part of pyramid) and continue to
support distribution Go-Wider with Multi-Source program to grow EMEA MS
› Reductions in Go Deep by Telecom DCDC (PL12) and reduction Solaredge
REV 20/21 REV 25/26
OptiMOS to SiC
› Base of pyramid unchanged
165‘€ 239‘€
› PSS lead customers covering significant portion of growth
› No significant change in regional split 51‘€ 107‘€ *)
43‘€ 64‘€
*)
52
PSS SMD EMEA - BL DCDC
Waltraud
Revenue Planning EMEA PL FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 5Y CAGR 5Y contribution REV ww 339‘ => 573‘ CAGR 10,3%
ONSHORE 12 7 23 28 33 36 39 42 13,0% 19,4
15 43 59 67 73 78 83 90 8,9% 31,3 REV EMEA 257‘ => 406‘ CAGR 9,6%
18 67 71 77 83 91 101 110 9,2% 39,3
51 67 103 115 127 133 142 156 8,6% 52,8
DW EMEA 254‘ => 420‘ CAGR 17,5%
88 1 1 2 4 5 6 8 45,1% 6,7
ONSHORE Total 184 257 289 320 344 372 406 9,6% 149,5
OFFSHORE 12 12 22 27 30 36 41 45 15,4% 23,1
15 17 18 23 24 29 36 43 18,7% 24,7
18 14 18 20 21 24 27 33 12,3% 14,4 5y contribution - onshore only
51 13 23 26 31 33 36 37 10,1% 14,3 80.0
88 0 1 2 4 5 7 9 59,5% 7,7 70.0
OFFSHORE Total 57 83 98 111 128 147 167 15,1% 84,3 60.0
Grand Total 242 339 387 430 472 519 573 11,0% 233,8 50.0

40.0
30.0
20.0
› DCDC Strategy 10.0
› Focus on selected growth accounts (upper part of pyramid) and continue to 0.0
DEM PSS IPC ATV CSS
support distribution Go-Wider with Multi-Source program to grow EMEA MS
› Reductions in Go Deep by Telecom DCDC (PL12) and reduction Solaredge
REV 21/22 REV 26/27
OptiMOS to SiC
› Base of pyramid unchanged
196‘€ 320‘€
› PSS lead customers covering significant portion of growth
› No significant change in regional split 65‘€ 132‘€ *)
79‘€ 121‘€
*)
53
PSS SMD EMEA - BL DCDC OLD Waltraud
Strategy: focus Brands and support Go Wide
50 5y contribution - application view
70.0
40.0
40 10.0
› PT
-20.0
30
20
10
› Support EMEA selected Brands & Vision25, need › BPA substantially increased compared to RB20, continue to
ChimeraXM scout for new customers
› Well balanced plan across top customers › Energy reduced due to migration to PL52
› Defend high market share in MOSFETS › DCO significantly increased Graphcore and Israel, reduced
Telecom DCDC PL12
› Distribution confirmed RB20, continue MS program
› SMPS, Auto unchanged compared to RB20
2020-
03-26
54
PSS SMD EMEA - BL DCDC
Waltraud
Strategy: focus Brands and support Go Wide
70
5y contribution - application view
60 80.0
50 60.0
40.0
40 20.0
30 0.0
) rs n I g y
PA c om e tio /A l in PS rg
20 B le th bu er nd M e
( e O tri rv S En
ns I/T is Se lH
a
io
10 at r/A lD ria
lic rv
e a
at
e
p e i on
0 Ap S eg
M
PI L EI ed R
G
E N N
KI
A H O LG IH ER L T
A EL H N
A
R
E
N
A
N
S er
ED SS
O
YS
O ZA O SC ISC T ID E T R
IC R O R E A W w
N O C S E D IN N U C VA M U Po
LA
R IC D B N EI AP P H Q S IE H ry
ER H H N A S tte
SO SC N
G
AN G
R H
U
Ba
JU
› Support EMEA selected Brands & Vision25, need › BPA substantially increased compared to RB20, continue to
ChimeraXM scout for new customers
› Well balanced plan across top customers › Energy reduced due to migration to PL52
› Defend high market share in MOSFETS › DCO significantly increased Graphcore and Israel, reduced
Telecom DCDC PL12
› Distribution confirmed RB20, continue MS program
› SMPS, Auto unchanged compared to RB20
2020-
03-26
55
PSS SMD EMEA - PD (PL15/18/51) OLD Waltraud
400
SMD strategy
350 339
322 Upsides: Regional Distribution
302 • Dyson MOSFET market › Multisource program, trainings, MTC
275 › NG StrongIRFET push
300 25 share
261
20 18 • Faster entry in
238 Husqvarna Battery Powered Applications
+20%
250 17
19 242 • OptiMOS6&GaN › Vision25 Bosch, Stihl, Husqvarna
197 15 18 230 › Expand to new customers
16 30218 • SE chip embedding
200 11 29 202 › 100V GaN for motor control IRP
25 17 198
9 184
-10%
25 SMPS
150 33145 17 102
19 92
Risks: › Continue UPS and Sync Rec in SMPS

• OnSemi undercutting
52 56
100 38 prices Material Handling
• Allocation supply › Defend base vs ON, OptiMOS6
• Faster ramp down of
50 84 88 90 93 95 5%-10% OptiMOS based Energy
Ind. Small inverters at Solaredge
› Win NG optimizers, explore multi level
Signal • IRP
- inverters with MV GaN
DW FY DW FY DW FY DW FY DW FY
19/20 20/21 21/22 22/23 23/24 Telecom DCDC
› Defend share, ERI, NOK, Flex
Regional Distribution Battery Powered Applications (BPA) Requirements
SMPS Telecom DCDC
Energy Material Handling
› SCT BPA, roadmap requirements
Others Upside OptiMOS6&GaN
› Commercial and technical support BPA
REV ww REV
PSS SMD EMEA - PD (PL15/18/51)
Waltraud
500 491
450 446 SMD strategy
Upsides: Regional Distribution
400 407 › Multisource program, trainings, MTC
• Dyson MOSFET market
376 share › NG StrongIRFET push
350 356 • Faster entry in
343 40
326 Husqvarna Battery Powered Applications
300 308 40 15 • OptiMOS6&GaN › Vision25 Bosch, Stihl, Husqvarna
+20%
22 303
12 283 17 • SE chip embedding › Expand to new customers
40
250 19
29 › 100V GaN for motor control IRP
8 259 16
15
221 40 233 16 27 39 SMPS
200 40 2
10 19 33 Risks: › Continue UPS and Sync Rec in SMPS
-10%
10

2 177 13 29
9 • OnSemi undercutting
150 10 19 96
17 prices Material Handling
8 61 74
44 • Allocation supply › Defend base vs ON, OptiMOS6
100 38
• Faster ramp down of
5%-10% OptiMOS based Energy
50 99 99 99 99 Ind. Small inverters at Solaredge
88 › Win NG optimizers, explore multi level
Signal • IRP inverters with MV GaN
0
Changes LY FY
DW FY DW FY DW DW FY DW Telecom DCDC
huge!?
20/21 21/22 FY 22/23 23/24 FY 24/25 › Defend share, ERI, NOK, Flex
Regional Distribution Battery Powered Applications (BPA) Requirements
SMPS Telecom DCDC › SCT BPA, roadmap requirements
Energy Material Handling › Commercial and technical support BPA
Others Upsides WBG
REV REV WW
PSS SMD EMEA - DCDC PL88 OLD Waltraud
„Follow the brands / Go-Deep“
5Y growth contribution [m€] - ww
Sum of Sum of Sum of Sum of Sum of Sum of
Sum of RB FY RB FY RB FY RB FY RB FY RB FY 8.0
PL88 FY 19/20 20/21 21/22 22/23 23/24 24/25 25/26 cagr 6.0
4.0
EMEA 0,8 1,1 1,4 1,7 2,8 4,0 6,9 43% 2.0
-
Off-Shore 0,3 0,5 0,7 2,4 4,9 6,9 8,8 77% ) n
PA D
C PS tio
(B C SM bu
Grand ns m
D tri
io o is
Total 1,0 1,6 2,0 4,1 7,7 10,9 15,6 57% at l ec lD
li c Te
a
p i on
Ap eg
ed R
er
w
Po
ry
12 Vision Rev FY20/21 Rev FY25/26 tte

Ba
RB2021 RB2020
10
Chimera
 Keep time line for product release
 Ensure requirements capturing for lead customers
8
 Roadmap for price/performance
6 Shasta
 Keep time line for product release, support ramp-up
4  Enable FAE – align how to address 2nd level support in future
2 Class D Audio
 Evaluate Merus in GN Jabra
 Automotive qualification could offer more SAM in EMEA
0
BOSCH Ericsson Flextronics STIHL Nokia Pascal Husqvarna Zumtobel Delta Huawei Jabra
PT&eBike
Copyright ©
Technologies
PSS SMD EMEA - DCDC PL88
Waltraud
„Follow the brands / Go-Deep“
5Y growth contribution [m€] - ww

FY FY FY FY FY FY FY 5Y 8.0
Revenue
PL 20/21 21/22 22/23 23/24 24/25 25/26 26/27 CAGR 6.0
ONSHORE 88 0,7 1,2 1,8 3,9 5,1 6,3 7,9 45%

4.0 Change
2.0
OFFSHORE 88 0,3 1,5 3,0 5,2 7,1 9,5 11,4 50% 0.0 blanc
C ) rs PS AI n
D PA th
e / tio
Grand Total 1,1 2,7 4,8 9,1 12,2 15,8 19,3 48% C (B SM er u
D
ns
O rv rib
om io Se i st
l ec at l D
ic na
Te pl io
Ap eg
ed R
er
w
Vision FY 21/22 FY 26/27 Po
ry

12 tte
Ba
Chimera RB2022 RB2021
10  Keep time line for product release

 Ensure requirements capturing for lead customers
8  Roadmap for price/performance
6 Shasta
Many customers  Keep time line for product release, support ramp-up
4 missing  Enable FAE – align how to address 2nd level support in future
2 Class D Audio
 Evaluate Merus in GN Jabra
0  Automotive qualification could offer more SAM in EMEA
ERICSSON LG NOKIA BOSCH HUSQVARNA STIHL GN GROUP SCHNEIDER
PSS SMD EMEA - Drivers (PL88) OLD Waltraud
Business plan (DW/Rev on+offshore)
30.0 Demand Creation Rationals
SMD strategy
Requirements
25.0
Upsides: › Shasta:
5.0
• Chimera: › Timely release of Shasta
• Add. customers in
› Project support for DI projects at
20.0
Flex, Ericsson and Nokia
2.3 consumer application
• Portfolio update cost vs. › Chimera:
4.5
performance › Redesign required
15.0 • Shasta: › Bosch requests add. safety

• Additional platform functions
10%
5.2 2.1 DesignIn @ Flex › DW at Bosch expected for
FY21/22
• DesignIn @ Ericsson
10.0
-20%
1.3
› Huawei:
16.2
Risks: › Evaluation of MA12040 will restart
4.6
5.0 10.8 • Delay of final products › Tech support on demand
8.3 • Shasta (Flex)
› US ban requires licensing
2.7 • Chimera (Bosch)
DW Battery Powered Applications (BPA) DW Regional Distribution
DW Server / AI DW SMPS •Huawei demand creation obstacles
0.7
-
19/20
DW Telecom DCDC
20/21 21/22 22/23
Revenue EMEA
23/24 24/25 25/26
› Flexpower
Revenue WW
› Gate Driver opportunities in
addition to Shasta
Copyright ©
Technologies 62
PSS SMD EMEA - Drivers (PL88)
Waltraud
Business plan (DW/Rev on+offshore)
35 SMD strategy
30 1
0 Requirements
1
Upsides: › Shasta:
25 • Chimera: › Timely release of Shasta
› Project support for DI projects at
1
0 • Add. customers in
Flex, Ericsson and Nokia
1 15 consumer application
20 19 • Portfolio update cost vs. › Chimera:
0 performance › Redesign required
2 11 16
15 • Shasta: › Bosch requests add. safety

• Additional platform functions
10%
12 › DW at Bosch expected for
8 DesignIn @ Flex
10 • DesignIn @ Ericsson
FY21/22
0
1 1 9
0 8
-20%
3 2 13 6 › Huawei:
5 5 10 5
7 4 Risks: › Evaluation of MA12040 will restart
5 53
1 2 • Delay of final products › Tech support on demand
0 11 1 • Shasta (Flex)
› US ban requires licensing
DW FY DW FY DW FY DW FY DW FY • Chimera (Bosch)
20/21 21/22 22/23 23/24 24/25 •Huawei demand creation obstacles
› Flexpower
Battery Powered Applications (BPA) Telecom DCDC › Gate Driver opportunities in
SMPS Regional Distribution
addition to Shasta
Audio Server / AI
REV REV WW
Copyright ©
2021-04-06 restricted RBA2021 - PSS Copyright © Infineon Technologies Infineon
AG 2021. All rights reserved.
Technologies 63
PSS SMD EMEA - DCDC PL12 OLD Waltraud
REV ww 18‘ => 24‘ CAGR 6%
5Y Telecom
PL FY 19/20 FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 CAGR contr. + ADAS REV onshore 6‘ => 7‘ CAGR 2%
ONSHORE 12 6,3 8,5 9,1 13,3 16,2 18,0 19,5 18,2% 11,1 DW onshore 23‘ => 11‘ CAGR -22%
OFFHORE 12 7,4 12,3 14,4 18,6 24,0 30,7 35,8 23,8% 23,5
Grand REV ww 3‘ => 31‘ CAGR 63%
Total 12 13,7 20,8 23,5 31,9 40,2 48,7 55,3 21,7% 34,6 Server / AI
REV onshore 2‘ => 12‘ CAGR 42%
DW onshore 11‘ => 44‘ CAGR 59%

Telecom
Vision 19/20 25/26
24  Support telecom centric portfolio & price competitiveness
22 “right fit products” to defend SOT, and enable original
20
growth plan
18
 Ensure supply & CRA commitments
16 Server / AI
14  Planning increased and first orders in
12 ADAS
10  Huawei Tophane ramp up support and ensure Capacity
8
beyond 2021
6
 New customers - tbd
4
2 Clarify local technical support in Israel
0
66
PSS SMD EMEA - PD (PL12) OLD Waltraud
Business plan (DW/Rev ww)
80 Demand Creation Rationals
SMD strategy
+20%
Server/AI:
70
› Focus on Israel and Graphcore
15 › AM Israel hiring ongoing
15
Upsides: › Rev/DW increased, first orders in
60
• ADAS VW, Huawei Trofane Habana, Annapurna
15 55
• ”Right Fit” Telecom portfolio
aditions-> increased share, Telecom
49
-20%
50 › Rev/DW plan substantially decreased
back on growth track
compared to RB20, -15-20’€ due to
portfolio gaps and missing roadmap
40 15 38

Risks:
44 • ADAS ADAS
28 39
• AI startup success Israel › Huawei ramp, scout new customers
30 29 • Deteriorating 5G telecom
9
22 position in EP Request & Requirements
20 › Recovery plan for re-addressing Nokia
20 23
sockets beyond Rel 7
18 › Roadmap decisions & execution for
14 Telecom oriented portfolio
10 › “Right fit” products for segment with
right function set and price position
20
› Primarily 40A stackable iPoL, 4ph MP
0 controller, 50A low cost PS
FY20_21 FY21_22 FY22_23 FY23_24 FY24_25 FY25_26 › AMG(R) for DCO
› Telecom DCDC SCT (eval long-term)
Telecom Server/AI ADAS Revenue
PSS SMD EMEA – DCDC Contribution: OLD
ALEX
TM FAE › FAE BRE Nordic – cover Husqvarna, Electrolux Vacuum, Universal Robots, MIR, Atlas Copco DCDC Q3 FY21/22
TM SAE(R) / › SAE(R) – SCT2 BPA SW incl. Chimera DCDC Q1 FY21/22

PAE(R) & SCT › SAE(R) – SCT3 BPA Robotics DCDC Q2 FY21/22
MKT AMG(R) / › AMG(R) – DCO computing, telecom, ADAS DCDC Q1 FY21/22

PMG(R)
Sales › GAM – NRD (SWE) Husqvarna (Pillar3) to support Vision25 for BPA DCDC,RFS Q1 FY21/22

Total additional Headcounts EMEA DCDC: 4,5 = 3,5 + 1*)
Assumed RART split:
Kista PSS NRD Sales GAM – NRD (SWE) Husqvarna ACCOUNT 0 0 1 1 1 0% 70% 20% 10%
MANAGEMENT
MANAGEMENT
Munich MKT DCO n.n. AMG(R) DCO RM AMG 0 0 1 1 1 100%
Villach TM BRE n.n. SCT2 Motorcontrol SW SAE(R) 0 0 1 1 1 70% 5% 5% 5% 15%
Villach TM BRE n.n. SCT3 Robotics SAE(R) 0 0 1 1 1 70% 5% 5% 5% 15%
Kista TM BRE FAE Nordic FAE 0 0 1 1 1 30% 70%
OLD
Table of contents

Copyright ©
Technologies
PSS SMD EMEA – RFS OLD ALEX
Overview – PL & Channel View
Sum of Sum of Sum of Sum of Sum of Sum of
Sum of FY RB FY RB FY RB FY RB FY RB FY RB FY Sum of REV ww 60‘ => 243‘ CAGR 32%
RFS 19/20 20/21 21/22 22/23 23/24 24/25 25/26 CAGR
EMEA 44,7 51,6 58,6 68,6 85,7 112,2 135,2 21,2% REV onshore 52‘ => 135‘ CAGR 21%
32 14,5 14,7 16,8 18,0 20,7 22,8 25,5 11,6%
38 2,6 6,2 9,0 9,0 12,4 18,1 23,8 30,9% DW onshore 96‘ => 185‘ CAGR 24%
55 27,6 30,7 32,7 41,6 52,6 71,2 85,9 22,8%
Off-Shore 7,9 8,6 18,0 29,0 59,5 89,0 107,9 65,7%
FC Update 20/21 PL55: 37‘ 5Y contribution – On-Shore only
32 - 0,0 0,0 0,3 0,7 1,3 0,7 89,6%
38 5,2 5,8 11,8 18,5 23,0 30,2 34,6 43,1% 80.0
55 2,6 2,9 6,1 10,2 35,8 57,5 72,6 91,1% 70.0
Total 52,6 60,3 76,5 97,6 145,1 201,1 243,0 32,2% 60.0
50.0

40.0
EMEA RFS Strategy 30.0
20.0
› EMEA has increased its 5Y plan compared to RB2020 mainly w. 5GRF, SiMiC 10.0
› Major sales channel is PSS direct accounts incl. new CPM customers Sonion, -
PSS DEM IPC ATV CSS
GN Jabra
› Focus is on selected growth accounts – Go-Deep (upper part of pyramid) REV 20/21 REV 25/26
› Distribution customers are addressed end-customer oriented – Go-Wide esp.

for sensors 23‘€ 166‘€
› PL55 general distribution continued as legacy (tbd) 26‘€ 63‘€ *)
› On-/Off-Shore billings split is assumed to be similar over 5Y horizon – new
12‘€ 13‘€
CPM customers Sonion, GN Jabra assumed majority off-shore
Copyright ©
2021-04-06
Infineon restricted RBA2021 - PSS Copyright © Infineon Technologies AG 2021. All rights reserved.
Technologies
PSS SMD EMEA - RFS OLD ALEX
140 30
5Y contribution ww
120 25 140.0
120.0
100 100.0
20
80.0
80
15 60.0
60 40.0
10 20.0
40 -
5G SiMic SSI Fusion 3DS C&IoT
20 5

0 0
Vision FY 20/21 RB FY 25/26

› 55 RF5G › 32 Radar
› Ericsson and Nokia based on initial successes › Automotive Radar growth in billings mainly off-shore
› Execution (PL): Secure business entry with lead customer projects by › Consumer & IoT Radar continue w. presence detection in
focused project execution existing sockets and explore further with sensor fusion approach
› Scaling (PL, Sales): Scaling to grant capturing of targeted SOT –
› 38 Env. Sensors
enable business growth according to plan and opportunity
› SiMiC significantly increased by entering TWS, Conference
speakers and hearing aids
› CO2 pressure sensing to explore in newly identified and new
scouting customers
› Pressure sensor ramp with Dyson, Microoled ramp
74
PSS SMD EMEA - PL32 OLD ALEX
Radar Business plan (DW/Rev) w/o Auto/Hirel
SMD strategy
Collision avoidance
Go-Wide Selected Strategy
16 3DS / Radar
Upsides: › Base load R&S and module
• presence detection market customers Innosent, RFBeam
adoption › TOF tbd f. Electrolux, Go-Wide tbd
• Module makers, R&S, L&B L&B
12 • Vital sensing – elderly, sleep › IOT SSI fusion w. CO2 or presence
+50%
monitoring (Philips, „NEST“) detection, PIR replacement
Presence Detection or People/Position Tracking

› Follow brands Signify, Schneider,

9 ABB, Siemens and scout new
8 Risks: potentials e.g. Legrand, K&P, Somfy,
8 • Radar adoption rate lower Loytec
-50%
• Presence detection use Appliances & Robotics
6 cases eg. L&B or robotics › Dyson, Bosch, Stihl, Electrolux (TOF)
› Collision avoidance to be defined with
4 4 Robotics customers
4
Request & Requirements
› Initial DW focus on Signify & Smart
1 1 Home, Building customers w. SSI
0 › Support emerging collision control w.
FY 19/20 FY 20/21 FY 21/22 FY 22/23 FY 23/24
3DS tech. eg. Bosch, Electrolux, Stihl
DW L&B DW Modul Partner DW Appliances › Support technical & commercial
. REV ww Radar › SCT SSI w. add. FAE, SAE(R)
75
PSS SMD EMEA - PL32 NEW 06.04 ALEX
Radar Business plan (DW/Rev) w/o Auto/Hirel
Different Axis! Demand Creation Rationals
SMD strategy
Collision avoidance
25
22 3DS / Radar
Upsides: › Base load R&S and module
20 2 20 customers Innosent, RFBeam
• presence detection market
1 adoption › TOF tbd f. Electrolux, Go-Wide tbd
1
1 • Module makers, R&S, L&B L&B
16 • Vital sensing – elderly, sleep › IOT SSI fusion w. CO2 or presence
2
+50%
15 monitoring (Philips, „NEST“) detection, PIR replacement
115 6
Presence Detection or People/Position Tracking

› Follow brands Signify, Schneider,

13 ABB, Siemens and scout new
1
11 5 Risks: potentials e.g. Legrand, K&P, Somfy,
2
10 • Radar adoption rate lower Loytec
9 0
-50%
• Presence detection use Appliances & Robotics
4 cases eg. L&B or robotics › Dyson, Bosch, Stihl, Electrolux (TOF)
0 › Collision avoidance to be defined with
2 12
5 Robotics customers
1 9
0 Request & Requirements
1 2 › Initial DW focus on Signify & Smart
1
0 6
Home, Building customers w. SSI
3 3
› Support emerging collision control w.
0 Different Applications 3DS tech. eg. Bosch, Electrolux, Stihl
FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 as LY as not possible to
› Support technical & commercial
3DS SSI Fusion SMPS associate it
Regional Distribution
› SCT SSI w. add. FAE, SAE(R)
Major Home Appliances REV
76
PSS SMD EMEA - PL32 OLD Waltraud /Alex
Radar Business plan (DW/Rev – EMEA only) Automotive
SMD strategy
50 24GHz Radar
› STO Trunk opener w. Aptiv, Conti
Upsides: › Shift to 77Ghz for Hella & Conti
• Conti DW weighted
40 • Further DW in Aptiv
60GHz
• Explore further customers
+10%
› In-cabin sensing w. Conti – next
eg. ZF, Ficosa, Huawei,
Joint Accounts milestone EApril2021

30 › Aptiv, ZF, Ficosa for in-cabin, chassis,
occupancy sensing
TOF
Risks:
-10%
› in-cabin Aptiv(gesture), Huawei
• Conti in-cabine sensing
20
platform milestone Apr21
• EOL Hella faster Request & Requirements
› Win Conti vs. TI, Aptiv, Huawei
12 13 › Support technical & commercial
10
10 10 11 › add. FAE HC for Radar in ATV and
8 10
align x-div & JA support
0 Revenue split EMEA ~10%,

FY 19/20 FY 20/21 FY 21/22 FY 22/23 FY 23/24 50%Americas, GC 40%
Automotive radar ww revenue Ww DF ~40m€
DW 24Ghz DW 60Ghz TOF REV EMEA 3DS
77
PSS SMD EMEA - PL32 NEW 06.04 Waltraud /Alex
Radar Business plan (DW/Rev – EMEA only) Automotive
SMD strategy
60 24GHz Radar
› STO Trunk opener w. Aptiv, Conti
Upsides: › Shift to 77Ghz for Hella & Conti
50 • Conti DW weighted
• Further DW in Aptiv
60GHz
• Explore further customers
+10%
40 › In-cabin sensing w. Conti – next
eg. ZF, Ficosa, Huawei,
Brose milestone EApril2021
Joint Accounts
Valeo

› Aptiv, ZF, Ficosa for in-cabin, chassis,
30 occupancy sensing
52 TOF
Risks:
-10%
› in-cabin Aptiv(gesture), Huawei
20 40 • Conti in-cabine sensing
37 platform milestone Apr21
16
30 30 Request & Requirements
16 • EOL Hella faster
13 › Win Conti vs. TI, Aptiv, Huawei
10 12
10 › Support technical & commercial
5 6
› add. FAE HC for Radar in ATV and
0 align x-div & JA support
FY FY FY FY FY
20/21 21/22 22/23 23/24 24/25
Revenue split EMEA ~10%,
50%Americas, GC 40%
DW 60Ghz REV
Automotive radar ww revenue Ww DF ~40m€
78
PSS SMD EMEA - PL38 OLD Alex
Business plan (DW/Rev ww) incl. legacy (gray)
80
• Hearing aids beyond Sonion SMD strategy
• Further sockets in GN Jabra Go-Wide Strategy
70
3 • Scout further applications,
+50%
customers SiMic
7 •
60 › Mainly Hearing aids, TWS,
58 Risks: Conference / Smart Speakers
• Sonion hearing aid success › Good traction in GN, Sonion
50 • GN Jabra commercial › Hearing aid customers assumed as
-50%
48 • Microoled C11 T7 delay, upsides if Sonion does not apply
3 29
2 customer success
40 4 5 • Fast ramp-down of legacy in

Vishay, Osram SSI Fusion
› Mainly CO2 and selective pressure
35 sensor
30 15
21 › CO2 sensor funnel …
3 › Follow Brands and scout new
28
20 8 potentials eg. Trilux, Techem, etc.
21
30
10 11 12 23 Request & Requirements
18 › Initial DW focus on GN, Sonion,
Dyson, Trilux, Techem
0 0 › Support technical & commercially to
FY 19/20 FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 allow startup
SiMiC SSI Fusion Microoled
Legacy opto
› Prepare Dyson pressure sensor
Appliances, L&B REV ww PL38 ramp
80
NEW 06.04
PSS SMD EMEA - PL38
Alex
Business plan (DW/Rev ww) incl. legacy (gray)
80
0 • Hearing aids beyond Sonion SMD strategy
4
2 • Further sockets in GN Jabra Go-Wide Strategy
70 • Scout further applications,
+50%
customers SiMic
• › Mainly Hearing aids, TWS,
60 0
2
1 Risks: Conference / Smart Speakers
58
• Sonion hearing aid success › Good traction in GN, Sonion
42 • GN Jabra commercial › Hearing aid customers assumed as
50
-50%
0 • Microoled C11 T7 delay, upsides if Sonion does not apply
1
0 47
customer success
0
1
0 0 31 • Fast ramp-down of legacy in
40 13 1
0

39 Vishay, Osram SSI Fusion
9 › Mainly CO2 and selective pressure
sensor
30 21 › CO2 sensor funnel …
29
› Follow Brands and scout new
21 potentials eg. Trilux, Techem, etc.
20
34 3318 31
27
12 Request & Requirements
10 20
› Initial DW focus on GN, Sonion,
Dyson, Trilux, Techem
0 › Support technical & commercially to
Different Applications
FY FY FY FY FY allow startup
as LY as not possible to
20/21 21/22 22/23 23/24 24/25 › Prepare Dyson pressure sensor
SiMic SSI Fusion SMPS associate it
Legacy opto
ramp
Regional Distribution Major Home Appliances REV
81
PSS SMD EMEA – PL38 OLD ALEX
Build on SiMic, explore SSI Fusion
Sum of RB Sum of RB Sum of RB Sum of RB Sum of RB Sum of RB
PL38 FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 cagr 5Y contribution - ww
EMEA 6,2 9,0 9,0 12,4 18,1 23,8 31% 30.0
Off-shore 5,8 11,8 18,5 23,0 30,2 34,6 43% 25.0
20.0 Nicht
Grand Total 12,0 20,8 27,5 35,4 48,3 58,3 37%
15.0
10.0
5.0
-
SiMic SSI Fusion ASIC opto other
-5.0
Vision 20/21 25/26 RB2021 RB2020

30.0

SiMiC
 SONION, WSA & hearing aids
20.0  GN JABRA TWS, conf.systems
SSI Fusion
 Further segmentation of market/customers needed
 TECHEM, Schneider, Siemens – ensure to capture
10.0 all CO2, Radar combo, Expand in defined scouting
customers in building
 DYSON, Electrolux, Explore Appliances with
pressure and CO2.
- ASIC
n ) r
io ra D on en
s
AM m ay e lu
x
SA  MICROOLED – Ramp Maryland C9, win C11
n b LE ys ch
e
sh id ro
So Ja O D em SR Vi ne t W
( O Si O Te h ec Opto
di
o R Sc El
IC
Au M  Cash-out OSRAM, VISHAY
N
G
NEW 06.04
PSS SMD EMEA – PL38
ALEX
Build on SiMic, explore SSI Fusion
Revenue FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 5Y CAGR

ONSHORE 1,2 1,8 3,9 5,1 6,3 7,9 45%
OFFSHORE 0,8 2,2 4,2 5,5 7,1 8,5 59%
Grand Total 2,1 4,0 8,1 10,5 13,5 16,5 52%
Chart Title

30
SiMiC
25
 SONION, WSA & hearing aids
20  GN JABRA TWS, conf.systems
SSI Fusion
15
 Further segmentation of market/customers needed
10  TECHEM, Schneider, Siemens – ensure to capture
all CO2, Radar combo, Expand in defined scouting
5 customers in building
 DYSON, Electrolux, Explore Appliances with
0
) r r pressure and CO2.
on ra D on m ay de en
s
AM
E -3 AB n ic te
ni b LE ys ch
e
is
h i LI
N
EQ ro e
So (J
a O D V ne e m SR i on ct P ASIC
O Te h Si O N at e &
di
o R Sc C
O
o v El ck  MICROOLED – Ramp Maryland C9, win C11
IC LI c ba
Au M SI In
n
ite e
G
N re Se Ki Opto
u
ris  Cash-out OSRAM, VISHAY
Ve
Vision Sum of RB Actual Planning FY 21/22 Sum of RB Actual Planning FY 26/27

PSS SMD EMEA – PL55 OLD Mikael
RF/5G Business plan (DW/REV)
Upsides : Comments
+31
• Higher shares TX GaN +31M€
5G RF Business Plan PSS EMEA North
• Main plan: 30% RF GaN share Key Enablers:
140 targeted for both accts. (See Top BL Requirements):
-Upside is increase on top of 30% SOT
131
• 15% share packaged GaN Tx
• PL: Project Execution to secure business
120 ERI +20M€
entry
• 15% share of packaged Tx
• GaN Si & Module development
100 Module NOK +11M€
100 101 project execution on time for
-74
customer projects, Tx& Rx
Risks :
• RF GaN tech competitveness -46M€
80 • PL/Sales: Scaling to grant capturing of
• RF performance and/or cost targeted SOT – enable business growth
63 60 deviation from target -> share according to plan and opportunity

loss to approx half targeted
60 • R&D scaling to manage enough
50 shares
parallel projects
• High Power scaling -18M€
39 • FAE scaling to manage customer
40 • RF GAN case for high power project engagements
PA (16W-60W) not feasible
•Nokia RX program
20 22
20 15 14 • (RX Architecture issues &
10 12
revised system
8 implementation plan at
0
0 0 0 customer. Impact still TBD)
FY19/20 FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26
DW WW DW EMEA Revenue
Note:
› Plan regards PL55 in Ericsson and Nokia
› Apart from Telecom, PL55 reneue plan for other
accounts are minor, less than 1M€ in total and is thus
not incliuded
85
NEW 06.04
PSS SMD EMEA – PL55
Mikael
RF/5G Business plan (DW/REV)
180 Upsides : Comments
+31
• Higher shares TX GaN +31M€
160 161
136 • Main plan: 30% RF GaN share Key Enablers:
140 targeted for both accts. (See Top BL Requirements):
-Upside is increase on top of 30% SOT
• 15% share packaged GaN Tx
108 • PL: Project Execution to secure business
120 ERI +20M€
entry
• 15% share of packaged Tx
• GaN Si & Module development
110 Module NOK +11M€
100 project execution on time for
-74
customer projects, Tx& Rx
Risks :
72 84
80 • RF GaN tech competitveness -46M€
• PL/Sales: Scaling to grant capturing of
79 75 • RF performance and/or cost targeted SOT – enable business growth
deviation from target -> share according to plan and opportunity
60 59

loss to approx half targeted
43 shares
• R&D scaling to manage enough
56 parallel projects
40 32 • High Power scaling -18M€
24 4134 44 41 • RF GAN case for high power
• FAE scaling to manage customer
project engagements
30 31 PA (16W-60W) not feasible
20 22 •Nokia RX program
20 21 21
17 • (RX Architecture issues &
revised system
0 implementation plan at
FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 customer. Impact still TBD)
DW EMEA DW WW
REV EMEA REV WW
Note:
› Plan regards PL55 in Ericsson and Nokia
› Apart from Telecom, PL55 reneue plan for other
accounts are minor, less than 1M€ in total and is thus
not incliuded
86
PSS SMD EMEA – RFS contribution OLD ALEX
TM FAE › FAE SSI – prio O.S. from lease to permanent RFS Q4 FY20/21
› GAM – NRD (SWE) ERI RF (Pillar2) to support transition H.O. – pull-in replacement HC RFS Q1 FY21/22
Sales – › GAM – NRD (SWE) Husqvarna (Pillar3) to support Vision25 for BPA DCDC,RFS Q1 FY21/22
SCT SSI SCT SSI supported by AMG(R), FAE – requires more insight and strategic alignment as well as readiness for G2M - tbd

Total additional Headcounts EMEA RFS: 2,4 = 1,4 + 1*)
Assumed RART split:

Kista PSS NRD Sales GAM – NRD (SWE) Husqvarna ACCOUNT 0 0 1 1 1 0% 70% 20% 10%
MANAGEMENT
Kista PSS NRD Sales GAM – NRD (SWE) ERI RF (pull-in ACCOUNT 0 0 1 1 1 100%
replacement HO) MANAGEMENT
MANAGEMENT
Campeon PSS TM SSI O. Sen FAE SSI (lease today) FAE 0 0 1 1 1 100%
RFS Sensor Systems OLD ALEX
Local SCT Sensor Systems in EMEA
1 Existing, Planned in FRFC / BB, approved HC, Open HC
Spokesperson: tbd
Role Functional Main tasks/
# Name
(G) Or (R)
Location Status1
Reporting Special Focus
1 NN SAE (G) MUC Ready for hire BL IoT Building System Radar and CO2
2 NN SAE (G) MUC Ready for hire BL Radar buildings, MCU/connectivity
3 E. Voskamp AMG (R) MUC Existing SMD
4 R. Kruschwitz FAE MUC Existing SMD
Today Leased, urgent External, working with R. Kruschwitz

5 K. Okan FAE MUC release for hire SMD (Buildings, CO2 systems)
pending FY20/21 Q4
EMEA tbd Building (Schneider, Siemens,

6 NN AMK/ AMG (R) MUC SMD
Not yet Planned Legrand, Somfy…)
EMEA tbd IoT Building System Radar and CO2

7 NN SAE(R) MUC SMD
Not yet Planned EMEA

8 NN SAE(R) MUC SMD

9 NN FAE MUC SMD
Targets: Smart home and smart buildings Radar/CO2 (Schneider, Legrand, Siemens, Somfy, Ikea…)
90
TL Planning by Segment OLD ALEX
on a high level 5
5
4
4 - GG14 manager
TL 14 exists 3
2
2 - support SCT by
1
0
9 10 11 12 13 14 15 16
GG/TL GG/TL

FY20/21 FY25/26 FY20/21 FY25/26

6 6
4 4
be hired 3 3

0
- hiring of young 0
9 10 11 12 13 14 15 16 9 10 11 12 13 14 15 16
level planned
FY20/21 FY25/26 FY20/21 FY25/26
PSS EMEA SMD TM Organization OLD ALEX
Grow 1st & esp. 2nd level support (incl.SCT)
Total HC: 21 FY 20/21 Technical Marketing (TM)

Total HC: 37 FY 24/25 G. Bayard
Datacenter & Computing Telecom, SMPS & Charging BPA, Robotics & Energy Sensors Systems & IOT
Timeline RF5G
L. Jakobsen M. Hallenberger S. Stoegner Act. G. Bayard
C. Höfling FAE IL, Comp A. Hofmann FAE EAST D. Shrimpton FAE DYS, UK R. Kruschwitz FAE SSI N. Thulin RF FAE ERI
HC request C. Berger FAE NOK, Telecom R. Langenberg FAE S. Sutter FAE Stihl,Bosch,Ger K. Okan FAE SSI J. Kolehmainen RF FAE NOK
DES,Pana,DACH A. Mavronas FAE Zapi, IT, DACH
R. Moller FAE Eltek, ERI, Nordic N. Ivic SAE SCT BPA HW
FY 20/21 G. Simonet FAE STE, SW
M. Thomas FAE DACH
D. Zipprick FAE DACH,OSR,ZT,TCI
+1 V. Appanabhotla FAE USB
N.N. FAE DACH

N.N. PAE(R) OBC/DCDC N.N. SAE(R) SCT BPA SW
HC request N.N. SAE(R) LP/SMPS N.N. SAE(R) SCT BPA Rob.
N.N. PAE(R) USB N.N. FAE Nordic BRE
FY21/22
+6
N.N. SAE(R) Telecom DCDC N.N. PAE(R) Isolator N.N. SAE(R) SCT SCT BPA N.N. SCT SSI SAE(R) N.N. RF FAE
HC request N.N. PAE(R) ADAS support N.N. PAE(R) SCT Mat.Handl. S. Huber (dual student) SAE(R)
R. Pichler (dual student) FAE(R)
until FY24/25
+9

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Core Team

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

Sommer, Gruber, Bayard, Tschernitz, Jonsson

1 RB 2021 - PSS SMD EMEA Overview Summary 3

2 RB2021 - PSS SMD EMEA TM TL Target Tree & SCTs 12

3 RB 2021 - PSS SMD EMEA SALES & MARKETING 18

4 RB2021 - EPIC EMEA 27

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

6 RB2021 - RFS EMEA 57

1 RB 2021 - PSS SMD EMEA Overview Summary 3

2 RB2021 - PSS SMD EMEA TM TL Target Tree & SCTs 12

3 RB 2021 - PSS SMD EMEA SALES & MARKETING 18

4 RB2021 - EPIC EMEA 27

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

6 RB2021 - RFS EMEA 57

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

Description What needs to be done? Status

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

› SAE(R) – SCT BPA SW incl. Chimera

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

› Absolut growth highly dependent on defending IFX MOSFET share.

Source: file://mucsdn32.eu.infineon.com/SMD_Reporting/05_Public/CPM_CMD/Customer%20Pyramid.xlsb › *) incl. All A-Select Accounts

Major changes in RB plan

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

Upsides: Key learnings

Risks: - incl. Unconfirmed above pre-COVID

target not yet confirmed in backlog

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

1 RB 2021 - PSS SMD EMEA Overview Summary 3

2 RB2021 - PSS SMD EMEA TM TL Target Tree & SCTs 12

3 RB 2021 - PSS SMD EMEA SALES & MARKETING 18

4 RB2021 - EPIC EMEA 27

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

6 RB2021 - RFS EMEA 57

Requirement capturing, System

L2: HW – Troubleshooting Customer

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

L2: SW/FW – Application dev. @

HW – Product; BPA HP. Lab L2 support

BPA HP (ebike, LEV) L1/2 Customer

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

Summary TSC Headcount development by GG/TL Summary SSI

2 2 - more technical support

Total HC: 21 FY 20/21 Technical Marketing (TM)

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

1 RB 2021 - PSS SMD EMEA Overview Summary 3

2 RB2021 - PSS SMD EMEA TM TL Target Tree & SCTs 12

3 RB 2021 - PSS SMD EMEA SALES & MARKETING 18

4 RB2021 - EPIC EMEA 27

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

6 RB2021 - RFS EMEA 57

E. Voskamp AMG(R) Sensor Systems & IoT (SSI)

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

N.N. AMG(R) SSI SCT

until FY24/25 N.N. AMG(R) Emerging Applications (Dual

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]

[Owner: Sommer, Gruber Doc ID: PSSSMDEMEA - RBA2021 Vers.: v5.0]