Revenue and Margin Exceed Expectations
Infineon reported revenues of EUR3.424 billion for the first fiscal quarter of 2025, which was EUR200 million ahead of their prediction. The segment result came in at EUR573 million with a margin of 16.7%.
Strong Performance in Automotive Sector
The automotive segment achieved revenues of EUR1.919 billion, with a 10% quarter-over-quarter increase in sales volume in China. The segment result was EUR363 million with a margin of 18.9%.
Significant Growth in Silicon Carbide Market
Infineon reported that it was the fastest-growing major company in the silicon carbide market in 2024, with revenues growing more than twice as fast as the market, leading to a market share of around 20%.
Positive Outlook for AI-Related Revenue
Infineon expects to achieve around EUR600 million of AI-related revenue in this fiscal year and projects crossing the EUR1 billion revenue line within the next two years.