Infineon: The No. 1 Automotive Semiconductor Company — Standing Shoulder to Shoulder with STMicro and NXP

 

Infineon


[Posting: 2025.05.05]
Infineon, the No. 1 automotive semiconductor company in the world, forms a "top-three" system alongside NXP and STMicroelectronics. With its own in-house fabs, Infineon is vertically integrating its power semiconductor production, while also partnering with foundry TSMC to manufacture high-performance MCUs using 28nm + RRAM (Resistive RAM) technology—pursuing both internal and external manufacturing to drive revenue.

Additionally, together with TSMC, Bosch, and NXP, Infineon is establishing ESMC (European Semiconductor Manufacturing Company) in Dresden, Germany, planning to begin production by 2027 using 12/16nm FinFET and 22/28nm CMOS process nodes. This represents a strategic initiative to expand in-vehicle semiconductor fab capacity within Europe.

Focusing on automotive MCUs and power semiconductors, Infineon is aiming to secure the supply of core components such as controllers and power modules essential for future electric vehicles by producing them in-house.

While future applications in mobile and datacenters are possible, the company is currently pursuing a clear strategic direction, and its corporate portfolio is expected to evolve in response to changing lifestyles and future market transformations


🔍 Infineon Technologies vs Key Competitors (2024): A Comprehensive Semiconductor Industry Comparison

Automotive, power semiconductors, MCUs, and secure chips — where does Infineon stand in the global race?

✅ Company Overview: Infineon Technologies AG

  • Founded: 1999 (spun off from Siemens AG’s semiconductor division)

  • Headquarters: Munich, Germany

  • Core Businesses: Automotive semiconductors, power semiconductors, microcontrollers (MCUs), secure elements

  • Global Market Position: Top 3 in both automotive and power semiconductors

⚡ Infineon leads the automotive semiconductor market with 13.5% global share in 2024.

📊 Infineon vs Major Competitors (2024 Snapshot)

CompanyCore Business AreasAutomotive Market SharePower Market ShareKey Product & Strategy Highlights
InfineonAutomotive, power, security, MCUs13.5%Leading vendorSiC/GaN power devices, AURIX™ MCUs, SLC secure chips
NXP SemiconductorsAutomotive, RF, security, IoT11.2%Significant presenceIn-vehicle networking, ADAS processors, secure authentication
STMicroelectronicsAutomotive, industrial, sensors, power10.6%Strong playerMEMS sensors, industrial power ICs, general-purpose MCUs
Texas InstrumentsAnalog ICs, MCUs, power management9.5%Leading vendorAnalog/power ICs, industrial MCUs
Renesas ElectronicsMCUs, automotive SoCs, power management8.7%Key vendorRX/TX MCUs, PMICs for automotive/industrial use
ON SemiconductorPower semiconductors, sensors6.2%Expanding presenceSiC power devices, image sensors for ADAS and EVs

📈 Market Share Breakdown

🚗 Automotive Semiconductor Market

  • Infineon is the global market leader in automotive semiconductors with 13.5% share in 2024.

  • NXP (11.2%) and STMicro (10.6%) follow closely, focusing on in-car networking and MEMS sensors respectively.

  • Renesas maintains strong MCU sales, particularly in Japan and Asia.

⚡ Power Semiconductor Market

  • Infineon is among the top global players in power semiconductors, particularly with its SiC (Silicon Carbide) and GaN (Gallium Nitride) products.

  • Texas Instruments, STMicro, and ON Semi are key competitors, especially in analog and high-voltage applications.

  • ON Semi is expanding rapidly in EV-focused SiC solutions.

🧠 Technology and Product Strategy Comparison

CompanyCore Technology & Strategic Focus
InfineonSiC/GaN power semiconductors, AURIX™ MCUs, SLC security chips
NXPADAS processors, CAN/LIN/FlexRay transceivers, secure ICs
STMicroelectronicsMEMS sensors, power ICs, 32-bit STM32 MCUs
Texas InstrumentsIndustrial analog/power ICs, automotive MCUs
RenesasRX/TX MCUs, automotive power management solutions
ON SemiconductorSiC MOSFETs, ADAS image sensors, EV inverter chips

🤝 Infineon’s Edge over Competitors

  • Automotive: Infineon dominates the high-reliability automotive segment with AURIX™ MCUs and dedicated power management.

  • Power: The company is rapidly scaling SiC and GaN power devices for EV, industrial, and renewable energy applications.

  • Secure Chips: Infineon holds 24.7% market share in secure chip solutions (e.g., eSIM, TPM, smart cards).

  • Strategic Alliances: Long-term cooperation with TSMC on 28nm and 12nm FinFET nodes for secure MCUs and automotive SoCs. Joint venture ESMC (with NXP, Bosch) to establish a 300mm fab in Dresden, Germany by 2027.

🏁 Conclusion: Why Infineon is a Global Semiconductor Leader

  • ✅ #1 in automotive semiconductors (13.5%)

  • ✅ World leader in SiC-based power devices

  • ✅ Highest market share in secure chips (24.7%)

  • ✅ Strategic partnerships with TSMC for advanced nodes (28nm, 12nm FinFET)

  • ✅ Aggressive expansion with new fabs in Malaysia (Kulim) and Germany (Dresden)

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