英飞凌半导体赋能汽车电动化

1 .英飞凌半导体赋能汽车电动化 Infineon semiconductor enables automotive electrification Gary Zhong 仲小龙 Head of Vehicle Motion Segment 英飞凌科技大中华区 Infineon Technologies GC 动力与新能源系统业务单元负责人 October 2022 2022年10月 restricted 1 

2 .China leads the world in NEV market NEV market development 2021-2030 [million units] › China is and will continue to be the 20 biggest NEV market for the foreseeable future 16.3 › Key drivers of this growth includes 15 China CAGR 2021-2030 - From government: extension of +19% 12.6 EV state subsidies - From OEM: local OEMs may have 10 gained the dominant position by launching their initial EV. First- 6.9 generation Chinese EVs shows the opportunity to optimize their 5 3.3 platforms and reduce costs 1.8 0.8 2.1 - From consumers: Chinese 0.3 1.4 consumers high preference in EV 0.2 2021 2030 by climate awareness and low fuel ■ China ■ Europe ■ North America ■ Japan ■ Korea costs Data source by IHS Markit Automotive: Light Vehicle Alternative Propulsion Forecast. February 2022 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 2 

3 .China NEV penetration rate is accelerating NEV penetration rate 2019 - 2022 H1 30% › Global NEV penetration rate 24% increase from 3% in 2019 to 16% China NEV penetration rate increase 2019-2022 H1 2022 H1 +19% › China’s NEV penetration rate will 20% keep increasing in upcoming year 16% driven by 14% - Lots of activities have been 12% executed to develop EV charging 9% infrastructure 10% 8% 8% - China NEV sector is a both 5% 6% demand-driven and policy-driven 5% 7% 6% 4% market 3% 4% - NEV preferential policy about the 3% 1% 2% 2% 2% vehicle purchase tax may extend 2019 2020 2021 2022 1H to 2023 ■ China ■ Europe ■ North America ■ Japan ■ Korea Data source by IHS Markit Automotive and EV-volumes, include passenger vehicle and LCV 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 3 

4 .Chinese local brand leads China NEV market China NEV sales unit overview by OEM origin country 中 Sales unit and share Growth rate 2021 vs. 2020 0.01 0.005 0.001 0.15 0% 0.35 0% 0.22 0% 11% 10% Chinese OEM 177% 9% 0.30 0.53 13% European OEM 108% 1 16% 1 2 2020 2021 2022 H1 0.36 0.12 25% China NEV sales China NEV sales China NEV sales 5% Japanese OEM 44% 1.4 m unit 0.82 0.20 3.3 m units 2.4 m units 57% 6% 2.26 68% 1.73 NA OEM 128% 0.10 73% 7% Korean OEM -26% ■ China local OEM ■ European OEM ■ Japanese OEM ■ North American OEM ■ Korean OEM › Chinese local OEM keep gaining market share in China NEV market › Out of top 10 OEM in China NEV market in 2022 H1, 9 OEM by Chinese local brand, 1 NA OEM by Tesla 1 Data source by IHS Markit Automotive: Light Vehicle Production Forecast Base. May 2022. Sales unit covers passenger vehicle 2 2022 H1 data source by CAAM actual NEV sales 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 4 

5 .NEV application will take the lead in China automotive semiconductor market in future China Automotive Semiconductor Market Share by Application CAGR 2021-2026 Conventional Conventional Conventional safety safety powertrain 0% 10% 20% 30% 40% 3% 6% 2% Chassis ADAS Conventional NEV powertrain 4% 18% 7% NEV Chassis Body NEV 8% 17% 36% Driver info. ADAS 2021 12% 2029 Body Body 22% Driver info Coventional safety 16% Driver info Chasis 27% ADAS 22% Coventional powertrain › Growing momentum towards decarbonization is driving NEV semiconductor market expansion, with CAGR ~30% from 2021 to 2026 Data source Strategy Analytics 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 5 

6 .Infineon outperforms semiconductor market from technology provider to solution provider Revenues CAGR (FY99 – FY21): 10.6% Semiconductor World Market CAGR (FY99 – FY21): 5.8% [EUR m] Strategic consolidation Product-to-System International Rectifier Cypress Solution provider System provider System Integrator Technology provider 126,895 ~1,200 436,8903 11,0482 FY99 FY01 FY03 FY05 FY07 FY09 FY11 FY13 FY15 FY17 FY19 FY21 Revenue Infineon Semiconductor World Market3 (adjusted for the Infineon fiscal year ending Sep 30) 1 In FY09 Infineon’s management changed the measure it uses to assess the operating performance of its operating segments to “Segment Result” 2 Based on Infineon’s portfolio (excl. Other Operating Segments and Corporate & Eliminations) per end of FY21 | 3 Source: WSTS (World Semiconductor Trade Statistics) in EUR adjusted for fiscal year, September 2021 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 6 

7 .Infineon addresses all major Vehicle Motion applications On-board charger Auxiliary drives The battery block can be Auxiliary inverters are charged via an AC-DC driven by electric converter module. Off-board power. Smart and and inductive charging energy-efficient solutions are also available. auxiliary inverters are mainly realized through B6 bridges on its DC-DC converter controller board. The DC-DC converter charges the conventional 12V power supply net from BMS Battery Management the high-voltage battery. The battery management system controls battery state during charging and discharging. Main inverter Heater The inverter not only drives the electric motor but is also The high-voltage heater used for regenerative subsystem is interconnected to breaking and feeding energy the HV battery and generates back to the battery. heat for cabin comforts. 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 7 

8 .Infineon offers full system solutions addressing all xEV segments: pure EV and all types of hybrid EVs Infineon offers full and scalable portfolio for the control loop of the electric powertrain SiC for high-voltage battery electric magnetic sensor vehicles, high-voltage plug-in and EiceDRIVER™ IGBT full hybrids bare-die discretes modules AURIX™ current sensor Si MOSFETs ...and more for driver ICs bare-die discretes chip embedding 48V mild hybrids Sensors Microcontrollers Drivers Power semis Evaluation Boards Power supply and communication board network Eval Kits OPTIREG™ AppNotes, Paper, Software transceivers 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 8 

9 .We continue the broad presence of Infineon power semiconductors in Automotive applications with new SiC design wins Examples of OEMs powered by Infineon Latest CoolSiC™ design wins including new applications › Leverage huge IGBT Volkswagen German Luxury OEM Hyundai Chinese OEM customer base with broadest portfolio and full system solution Renault Mini Asian OEM US OEM › Seamless and cost-effective upgrade path across entire power range › Latest SiC design wins Cadillac SAIC include next-generation new! new! traction inverter and OBC (on-board charger) globally Nissan NIO Chinese OEM Chinese OEM 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 9 

10 .Infineon is well positioned for strong SiC market growth we secure supply via 1) upstream material 2) increase productivity 3) continuous investment SiC raw material supply Invest capacity in Austria & Malaysia − Following Si strategy, Infineon − Synergize available manufacturing qualifies several wafer suppliers facility in Villach, Austria with long term contracts (equipment for 6inch, 8inch & 12inch − We have multiple qualified wafer available ) & boule suppliers to ensure raw − Further expansion in Kulim, material flexibility Malaysia to add significant − We expect to collaborate with manufacturing capability more SiC raw material players (wafer & boule) Villach: Existing fab transfer to expand SiC capacity Cold splitting Increase productivity Kulim: − Efficient use of material: Readiness for equipment increase productivity with cold in summer 2024 splitting & wafer twinning 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 10 

11 .Our outperforming fast-switching IGBT discretes help to reach best system costs in OBC PFC stage On-board charger system diagram Infineon offerings › Industry's broadest portfolio allows customer to "pick what they need" rather than to "take what we have" › Multiple voltage level technologies reaching from 200V up to 900V batteries classes › Multiple chip characteristics to be compatible to PFC stages with lower frequencies, high-frequent resonant DC-DC stages › 300mm wafers soon 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 11 

12 .What Infineon can offer for OBC/DCDC High Power device OptiMOS AURIX + PMIC + SBC ✓ CoolMOS CFDA, CFD7A 650V ✓ CoolSiC 750V ✓ CoolGaN 650V ✓ Trenchstop5 (H5/F5) IGBT 650V ✓ CoolSiC Hybrid 650V ✓ CoolSiC MOSFET 1200V ✓ IGBT3 600V Driver + Current Sensor ✓ Customized Easy module ✓ Current sensor: TLI4971 ✓ Driver for SiC: 1ED30xx ✓ Driver for IGBT: 2ED/1EDxxxx ✓ CAN FD ✓ TLS820x ✓ TLS203x ✓ TLF35584/35585 ✓ TLS4120Dx/4125Dx ✓ TLE947x 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 12 

13 .Battery management systems can be distinguished by voltage classes: 12 V, 48 V and 400/800 V 400 V / 800 V 48 V 400/800V 12 V Switch 48V Lead acid Li-ion GD A Switch 12V F PS GD 12V A PS E Switch F GD PS CO E MCU Iso A A MM CO MCU CO F F CS MM CO MM E MCU E MM A CS F 12 V E 12 V CS <2 kW 5–15 kW 20–25 kW >25 kW >50 kW All car types E2Ws Mild hybrid Full hybrid Plugin hybrid BEV ➢ AFE: analog front end ➢ CS: current sense ➢ Iso comm: isolated communication ➢ PS: power supply ➢ COMM: communication (LIN/CAN) ➢ GD: gate driver ➢ MCU: microcontroller ➢ Switch: disconnect relay or solid state switch 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 13 

14 .Infineon Roadmap for Wired and Wireless BMS P2S Offering TLE9012DQU CYW89820/9 PSoC HVBMS256K Future proof portfolio, with • 12 Channel ASIL D AFE • Bluetooth chip BLE5.0 • Integrated 18ch ASIL D AFE and BLE advanced features, like • 90V automotive • Auto grade overcurrent, isolation and Wireless technology TLF35584 or TLF35585 PSoC HVBMS256K-VIO impedance measurement TLF35584 or TLF35585 PSoC HVPA208K • Safety Power Supply • Integrated 18ch ASIL-D • Safety Power Supply • ASIL-C Current Sensor capabilities • ASIL D PMIC AFE and BLE with • ASIL D PMIC Current/Isolation Sensing AURIX TC3xx TRAVEO II CYT2Bxx AURIX TC3xx TRAVEO II CYT2Bxx Robustness, with field proven • Safe and Secure MCU • Cost performance • Safe and Secure MCU • Cost performance technology • ASIL D • ASIL B/C • ASIL D • ASIL B/C TLE9012/9009DQU TLE9015DQU TLE9018/9016DQK TLE9015 Cost efficiency, highly • 12 Channel ASIL D AFE • ISOUART Transceiver • 18/12 Channel ASIL D AFE • ISOUART Transceiver integrated system solution, • 90V automotive • ASIL D • 120V automotive technology • ASIL D technology reducing customer’s development efforts and time Wired TLF35584 or TLF35585 PSoC HVPA208K TLF35584 or TLF35585 PSoC HVBMS192K-VIO • Safety Power Supply • ASIL-C Current Sensor • Safety Power Supply • voltage/ current/isolation to market • ASIL D PMIC • ASIL D PMIC sensing • ASIL C AURIX TC3xx TRAVEO II CYT2Bxx Interoperability, products AURIX TC3xx TRAVEO II CYT2Bxx • Safe and Secure MCU • Cost performance • Safe and Secure MCU • Cost performance designed to work together and • ASIL D • ASIL B/C • ASIL D • ASIL B/C reduce customer’s effort and Short term solutions Roadmap solutions time to market SOP 2022, 9ch within 1.5Y (all PPAP within 2024) 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 14 

15 .Infineon high power: scaling from Infineon Si to SiC best scalability in the market, freedom of choice to ‘pick what you want’ “Develop the best solution for your strategy based on industry’s only complete xEV power portfolio:” Performance, cost, time to market, support, high volume capability @ Infineon Quality SiC GEN2 SiC GEN1 1200V Si IGBT 750V* HP-Easy HP-DRIVE HP-DSC Bare die Discrete * preliminary, non-biding 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 15 

16 .英飞凌AURIX™MCU系列产品已成为未来汽车电子单片机的最佳选择 AURIX™ MCU family has become the first-choice for high-growth and safety-critical applications Infineon AURIX™ revenue development over time 英飞凌的AURIX™销售额快速增长 Powertrain Classical safety ADAS/AD Domain and zone control › ICE engine management › power steering › camera host control › drive domain › ICE transmission › braking › sensor fusion host control › body & convenience domain › xEV motor control › airbag › radar signal pre-processing › zone control CAGR: +15% CAGR: +29% CAGR: +25% CAGR: +61% FY21 FY25e FY21 FY25e FY21 FY25e FY21 FY25e Example of AURIX™ platform design-win ~11x AURIX™ ~35x AURIX™ ~7x AURIX™ + ~7x AURIX™ + ~10x AURIX™ + = in powertrain in classical safety in ADAS/AD in domain and in OEM platform zone control 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 16 

17 .Infineon MCU architectures meet a broad set of application requirements and provide a strong roadmap 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 17 

18 .The car of the future is driving digitalization in many aspects and Infineon provides the ingredients ADAS/AD software-over-the-air infotainment and HMI* › object recognition › remote OS updates › seamless digital entertainment › advanced spatial sensing › secured feature upgrades › always-on, secured connectivity › MCU (AURIX™, TRAVEO™ T2G, › NOR flash memory › intuitive user interface (UI) PSoC™ Automotive) › security solution › MCU (AURIX™, TRAVEO™ T2G, › radar sensor PSoC™ Automotive) › NOR flash and RAM memory › Wi-Fi, Bluetooth®, USB Type C › touch controller with CAPSENSE™ digital instrument cluster comfort / premium › real-time driver information › automatic exterior and interior lighting › user-specific digital content › passenger-specific automatic settings › MCU (AURIX™, TRAVEO™ T2G, PSoC™) › MCU (AURIX™, TRAVEO™ T2G, car of the future PSoC™ Automotive) › NOR flash and RAM memory › pressure and magnetic sensors trends examples of benefitting products *HMI = human machine interaction › LED driver ICs 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 18 

19 .Infineon brings all Vehicle Automation & Chassis technologies Automotive Automotive 48V Industrial & Consumer Automotive ADAS/AD Automotive Chassis Passive Safety › ADAS Domain › Steering › TPMS › 48V iBSG › Inverter Controller › Braking › Airbag › 48V DCDC › Drives › In-vehicle sensing › Suspension › Passive Restraint › eBikes, eScooter › Surround Sensing › Chassis Domain › Robotics › Drones › Home automation 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 19 

20 .Infineon cares about all Vehicle User Experience 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 20 

21 .Our competitive advantage: Differentiating as quality leader Our path We do what we promise. That's quality made by Infineon. Our aspiration Zero defect regarding the committed › functionality › reliability › time › volume and cost Our foundation International standards such as ISO 9001, IATF 16949, AS 9100, IEC 17025, ISO 26262 2022-10-20 restricted Copyright © Infineon Technologies AG 2022. All rights reserved. 21 

22 .22