Stephane Houri's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Stephane Houri asked about the current inventory levels at automotive customers, the stability of the auto market, and specific growth drivers in the Chinese automotive market.
Answer
CEO Jochen Hanebeck reported that distribution channel inventory is on target at around 12 weeks, and while direct Tier 1 inventory data is limited, indications point to normalization. He confirmed the Chinese auto market is strong, with Infineon's automotive revenue growing double-digits year-over-year. CMO Andreas Urschitz added that Infineon's auto market share in China grew to 13.9%, driven by its broad portfolio and reliability.