Revenue distribution by sectors:

• Automotive: approx. 45%
• Industrial Power Control: approx. 20%
• Power & Sensor Systems: approx. 25%
• Connected Secure Systems: approx. 10%

TOP 3 Markets:

1. China: approx. 30%
2. Germany: approx. 20%
3. USA: approx. 15%

Infineon Technologies AG generates the majority of its revenue from the automotive sector, driven by strong demand for semiconductors in vehicle electronics. The Industrial Power Control sector supports industrial automation and energy efficiency, while Power & Sensor Systems cover a wide range of applications, including renewable energies and IoT.

China remains the largest market for Infineon, supported by expansive electronics production and the need for automotive technologies. Germany as the home market and the USA as a leading technology center also contribute significantly to the revenue.

Production sites of Infineon Technologies AG:

1. Germany: Dresden, Regensburg, Warstein
2. Austria: Villach
3. Malaysia: Kulim
4. China: Wuxi
5. USA: Austin

Infineon Technologies AG is a leading manufacturer of semiconductors and has several production sites worldwide. In Germany, there are significant plants in Dresden, Regensburg, and Warstein. These locations are crucial for the production of semiconductors and power electronics.

In Austria, Infineon operates a state-of-the-art production facility in Villach, specializing in the manufacturing of power semiconductors. In Asia, Malaysia with its site in Kulim is an important production site, as well as Wuxi in China, where Infineon has strengthened its presence in the region.

Additionally, Infineon operates a production facility in Austin, Texas, in the USA, which is part of the company's global manufacturing strategy to meet the demand in North America.

Revenue Growth: Expected to be over 10% annually (estimate for 2025)
Investments in Research and Development: Over 2 billion euros annually (estimate for 2025)

Infineon Technologies AG is pursuing a growth strategy that is heavily focused on expanding into the areas of electromobility, renewable energy, and the Internet of Things (IoT). The company is investing significantly in research and development to strengthen its technological leadership in these promising markets.

Another key element of the strategy is geographical expansion, particularly in Asia and North America, to capitalize on the increasing demand for semiconductor solutions in these regions. Infineon also plans to expand its production capacities to better meet the growing demand.

In addition, Infineon is relying on strategic partnerships and acquisitions to expand its product portfolio and bring new technologies to market more quickly. These measures are intended to secure the company's long-term growth and further strengthen its market position.

Main raw materials: Silicon, copper, gold, tin, rare earths

Countries of origin:

• Silicon: China, USA
• Copper: Chile, Peru
• Gold: South Africa, Australia
• Tin: Indonesia, Malaysia
• Rare Earths: China, Australia

Infineon Technologies AG is a leading manufacturer of semiconductors, and the production of these components requires a variety of raw materials. Silicon is the main component of semiconductors and is mainly imported from China and the USA. Copper is needed for wiring and connection elements and mainly comes from Chile and Peru.

Gold is used in small quantities for making connections in semiconductors, with South Africa and Australia being important suppliers. Tin, required for solder connections, is mainly sourced from Indonesia and Malaysia.

Rare earths are crucial for the production of high-performance electronic components and are predominantly imported from China, with Australia also being a significant supplier. These materials are essential for the production of Infineon's semiconductors and significantly determine the company's supply chain.

Market share in the semiconductor industry: Approx. 10% (2024, estimate)
R&D expenses: 1.5 billion euros (2024)
Gross margin: 45% (2024)

Infineon Technologies AG has a significant competitive advantage in the semiconductor industry, especially in the automotive and power electronics sectors. The company benefits from its strong market position and technological leadership, supported by continuous investments in research and development.

The gross margin of 45% indicates that Infineon is able to sell its products with high value-added, pointing to strong demand and efficient production processes. Furthermore, the strategic focus on high-growth segments such as electromobility and renewable energies strengthens its long-term competitiveness.

Overall, Infineon positions itself as a leading player in the semiconductor industry through its innovation capabilities and strategic partnerships, further solidifying its competitiveness.

Institutional investor share: approx. 70% (2025, estimated)

Insider purchases/sales: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Infineon Technologies AG typically stands at around 70%. This high participation reflects the confidence of institutional investors in the long-term stability and growth potential of the company.

In 2025, there were no significant insider transactions that could indicate a change in the management's confidence in the future development. This suggests a stable internal assessment of the company's situation.

Market share of Infineon Technologies AG: 10% (estimated, 2025)

Main competitors and their market shares:

1. Intel Corporation: 15%
2. Samsung Electronics: 14%
3. TSMC (Taiwan Semiconductor Manufacturing Company): 12%
4. Qualcomm: 11%
5. Infineon Technologies AG: 10%
6. Broadcom: 9%
7. NXP Semiconductors: 8%
8. Texas Instruments: 7%
9. STMicroelectronics: 6%
10. Micron Technology: 5%

Infineon Technologies AG is a significant player in the semiconductor market, especially in the automotive, industrial electronics, and security solutions sectors. Infineon's moat lies in its strong position in the automotive sector, where it is considered one of the leading providers of semiconductors for electric vehicles and driver assistance systems. This specialization provides Infineon with a certain level of protection against competitors who focus more on other market segments.

However, compared to its competitors, Infineon has a narrower moat than companies like Intel and Samsung, which have a stronger competitive advantage due to their comprehensive product range and dominant position in various semiconductor markets. Intel and Samsung benefit from their size, extensive research and development resources, and their ability to produce on a large scale.

Overall, Infineon has a significant advantage in its core markets but must continuously invest in innovation and specialization to defend its moat against larger, diversified competitors.

Revenue growth: 10% (2024 compared to 2023)
R&D expenses: 2.5 billion euros (2024)
Market share in the semiconductor sector: 12% (2024)

Infineon Technologies AG recorded a revenue growth of 10% in 2024, driven by strong demand in the automotive and industrial electronics sectors. The company continues to invest significantly in research and development, with expenses of 2.5 billion euros in 2024, to strengthen its technological leadership position and explore new market opportunities.

Infineon's market share in the semiconductor sector is 12%, making it one of the leading players in the industry. The strategic focus on growth areas such as electromobility and renewable energies could further support future growth.

Given these factors, Infineon appears to be well positioned to benefit from long-term trends in the technology sector. However, potential investors should also consider macroeconomic risks and the volatility of the semiconductor markets.

Dividend payment: Yes, Infineon Technologies AG pays a dividend.
Dividend yield: Estimate around 1.5% - 2.0% (2025)
Dividend continuity: Stable in recent years

Infineon Technologies AG has consistently distributed dividends to its shareholders in recent years. The company's dividend policy aims to provide shareholders with a stable and reliable payout that is in line with earnings development.

Infineon's dividend yield typically ranges from 1.5% to 2.0%, which can be considered moderate compared to other technology companies. This stability in payout is a sign of the company's solid financial health and its ability to generate returns even in volatile market conditions.

Future dividend payments depend on business performance and general market conditions, but Infineon's past performance suggests that the company is committed to continuing its dividend policy.