press conference 8. may 2001 flash joint venture infineon
TRANSCRIPT
© 2001 Infineon Technologies AGAll rights reservedPage 1
Press Conference 8. May 2001
Flash Joint VentureInfineon/Saifun
© 2001 Infineon Technologies AGAll rights reservedPage 2
Market-oriented Business Structure
Internet AccessWAN & LANMultimedia
Cordless PhonesCellular PhonesGPS
Car Electronics (Airbag, ABS, Navigation, Engine Management)Power Management & SupplyIndustrial Drives
Secure Data Storage (Telecom, Banking, Health)Access Controle-commerce
Automotive &Industrial
C u
s t
o m
e r
Wireline Products
WirelessProducts
Security & Chip Card ICs
ApplicationsMarket-oriented Segments
MemoryProducts
PCs, Notebooks, PC-PeripheralsWorkstations and ServerCommunication Equipment
© 2001 Infineon Technologies AGAll rights reservedPage 3
Security & Chip Card ICsSecurity mission
We make networks priv te!
We make networks priv te!@@
© 2001 Infineon Technologies AGAll rights reservedPage 4
@
Security & Chip Card ICsProducts
Contents
Secure Storage ICs
Goods
Transport
Identsystem ICs
PersonalIdentity
Chip Card ICs Security ICs
© 2001 Infineon Technologies AGAll rights reservedPage 5
FlashMarket in applications
+26 % p.a.
33,600
2001 2006
Source: Web-Feet Research, Infineon
World market in million Euro
15%
Data Flash
(19,000 million Euro)
Code Flash
10,5602,600 14,6007,960
Small Form FactorCard market(840 million Euro)
Small Form FactorCard market(7,000 million Euro)
© 2001 Infineon Technologies AGAll rights reservedPage 6
MultiMediaCardSmall Form Factor Card Market*
+53 % p.a.
840
7,000
2001 2006
Source: IDC, Sony, Infineon, Web-Feet research, Nomura, others* excluding Compact Flash
Europe
Asia Pacific
Japan
USA
World market in million Euro
35%
15%
25%
15%25%
35%
20%
30%
15%
MobileComputing
Audio/Video
Smart Phones
Others
© 2001 Infineon Technologies AGAll rights reservedPage 7
Infineon MultiMediaCard Customers
…and others
© 2001 Infineon Technologies AGAll rights reservedPage 8
MultiMediaCardRoadmap
OTP: One Time Programmable
© 2001 Infineon Technologies AGAll rights reservedPage 10
Joint Venture IngentixVision
Mass StorageMobility
Security
Access to information
Low-cost high-density
memories
Data security
Digital Storage
Content
versatility
© 2001 Infineon Technologies AGAll rights reservedPage 11
Joint Venture IngentixMission
Becoming No. 1 in Mass Storage Flash Market
Highest Density
Cell Design
Highest Density
Cell Design
Security ExpertiseSecurity
ExpertiseAdvanced
DRAM Technology
Advanced DRAM
Technology
Marketing & Sales
Expertise
Marketing & Sales
Expertise
PartnershipPartnership
© 2001 Infineon Technologies AGAll rights reservedPage 12
Joint Venture IngentixMain Activities
MassStorageFlash
Main Activities
Ingentix Germany ControllerGmbH & Co. KG Security
ProductionSales & Marketing
Ingentix Israel Flash MemoryLtd. Special Projects
Regional Markets
51%
49%