Core Viewpoint - Infineon has launched a localization strategy titled "In China, For China" to enhance its support for high-value sectors such as electric vehicles and renewable energy, coinciding with its 30th anniversary in the Chinese market [2] Group 1: Localization Strategy - The new strategy emphasizes innovation, operations, production, and ecosystem localization through customized product development, optimized logistics, and expanded local manufacturing [2] - The Wuxi factory will be developed into a global operational benchmark, with the "Easy Production Line" plan aiming for a 70% automation rate and a 40% increase in personnel efficiency by 2026 [2] Group 2: Financial Projections - Infineon expects revenues of approximately €15 billion for the fiscal year 2024, with the Greater China market accounting for about 34% of global revenues [2] - AI-related business revenues are projected to reach €600 million in fiscal year 2025 and €1 billion in fiscal year 2026 [2] Group 3: Market Position - Infineon holds a 13.5% share of the global automotive electronics market and a 13.9% share in the Chinese automotive electronics market for 2024 [3] - The company has a 17.7% share in the global power discrete devices and modules market and a 21.3% share in the global microcontroller market for 2024, marking its first position in the MCU market [3] Group 4: Workforce and Infrastructure - Infineon has approximately 3,000 employees in Greater China, with 10 business operation points, 7 R&D and application support points, and 1 production base in Wuxi [3] - The company has established a smart application capability center in Shenzhen and a power application laboratory in Shanghai [3] Group 5: Future Investments and Trends - Infineon plans to enhance manufacturing and supply chain resilience, particularly in the automotive electronics sector [7] - The company aims to expand its local ecosystem and application innovation while maintaining operational excellence [7] - Emerging markets such as renewable energy, data centers, and electric aluminum production are identified as significant growth areas [8] Group 6: Collaboration and Innovation - Infineon collaborates with various companies in the robotics sector and has established partnerships in electric transportation and renewable energy [10] - Key collaborations include working with Unigroup on high-voltage drive systems and with Anker on fast-charging solutions [10]

Group 1: Company Overview and Market Position - Infineon expects AI-related revenue to reach €600 million in FY2025 and €1 billion in FY2026, highlighting the growth potential in the AI sector [1] - Infineon achieved a revenue of €14.955 billion in FY2024, with Greater China accounting for 34% of total revenue, making it the largest market globally [2] - Infineon leads the automotive MCU market and has maintained the top position in the global automotive semiconductor market for five consecutive years [2] Group 2: Technological Advancements - Infineon has developed the world's first 300 mm GaN power semiconductor wafer and the thinnest silicon power semiconductor wafer, achieving over 15% power consumption reduction [3] - The company is collaborating with NVIDIA to develop the next generation of power systems for centralized power supply architectures [3] Group 3: Localization Strategy - Infineon has launched a localization strategy focusing on automotive, industrial, and consumer sectors, aiming to enhance local production capabilities in China [5][6] - The company plans to localize production of various products, including MCUs and MOSFETs, to better serve the Chinese market [6] - Infineon aims to achieve localized mass production of key automotive products by 2027, including microcontrollers and power devices [6] Group 4: Industry Applications - Infineon's power semiconductors are widely used in renewable energy applications, such as wind and solar power, with over 95,500 wind turbines utilizing Infineon products [6] - The company provides comprehensive solutions for AI data centers, supporting the development of green data centers [7]