Infineon's automotive revenue rose 5 per cent; it tied rising orders to SDVs and xEVs

Infineon said on 10 November that group revenue for its 2026 fiscal year, which ended on 30 September, was €16.353 billion, up 12 per cent, according to its results release. Chief executive Jochen Hanebeck named software-defined vehicles, alongside data centre power supplies, energy infrastructure and electromobility, as key contributors to the year ahead, for which Infineon forecast revenue of about €20 billion.

Under its new divisional structure, Infineon’s automotive segment had revenue of €7,765 million in fiscal 2026, up from €7,425 million, with a segment result margin of 20.0 per cent against 20.4 per cent, according to the investor presentation (pages 13 and 60). Reporting the fourth quarter under its old structure, the company said order intake was rising, driven by structural content growth from software-defined and electrified vehicles (page 48).

The presentation also gives Infineon’s estimate that the share of vehicles with a mixed domain and zonal architecture will grow from about 10 per cent in 2025 to about 40 per cent in 2030 (page 15).