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COMPANY RESEARCH / IFX.DE

Infineon Technologies

Motor drivers, power stages & XENSIV sensors

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HUMANOID ROBOT

Where it fits in the robot

A dedicated humanoid portfolio spans motor-control MCUs, power transistors, sensing, and battery management. Integrated reference designs connect the electrical parts of a robot joint.

What the evidence establishes

Humanoid evidence

The humanoid application portfolio covers power, motor control, and sensing. Hand relevance is control electronics rather than mechanical finger manufacture.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleMotor drivers, power stages & XENSIV sensors
EvidenceThe humanoid application portfolio covers power, motor control, and sensing. Hand relevance is control electronics rather than mechanical finger manufacture.
Primary sourceInfineon Technologies — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Humanoids are one application of a large automotive and industrial chip business; no standalone humanoid revenue figure is assumed.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Encoder & drive electronics

Position feedback and a motor drive close the control loop so the joint follows commanded motion.

Scope of the company links: Includes position encoders, motor-control chips, drive power devices, and integrated controls. Open a company to see its specific role.

Battery management board

A BMS monitors series-group voltages, pack current and selected temperatures. Protection and balancing require suitable circuitry; the illustration omits a complete safety design.

Scope of the company links: Battery-monitoring, protection, balancing, and management electronics. Cell makers and generic motor drivers are listed separately.

Miniature motor & drive

A compact motor and drive apply tension through the transmission. Position or force control additionally depends on feedback and the hand’s mechanical design.

Scope of the company links: Miniature motors or integrated hands, plus hand motor-control electronics. Chip suppliers do not manufacture the mechanical finger.

SMART GLASSES

Where it fits in smart glasses

AR and smart glasses application page: XENSIV MEMS microphones and vibration sensors for voice pickup, PSOC Edge always-on AI MCUs, AIROC Wi-Fi/Bluetooth and CAPSENSE touch; IM65D130M smart-glasses microphone announced for a Q3 2026 launch (Infineon-authored EE Times article, Feb 2026).

What the evidence establishes

Smart-glasses evidence

Marketed for smart glasses; no named customer. Infineon’s AR and smart glasses page lists XENSIV microphones and vibration sensors for voice pickup, with MCUs, radios and touch sensing.

An explicit smart-glasses product, design-in, supply role, program, application page or partnership, including wrist or ring input sold with glasses. For a device maker, it means the company’s own glasses, not a supplier relationship. This does not establish revenue, market share, volumes or future sourcing.

Component roleMEMS microphones and sensors for glasses
EvidenceMarketed for smart glasses; no named customer. Infineon’s AR and smart glasses page lists XENSIV microphones and vibration sensors for voice pickup, with MCUs, radios and touch sensing.
How we knowPositioning A dedicated smart-glasses product, reference design or application page, with no named customer. Marketed for smart glasses; not a disclosed design win.
Primary sourceInfineon Technologies — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

The IM65D130M glasses microphone was announced for a Q3 2026 launch and had no product page as of Sept 23, 2026. No named design win.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A smart-glasses product, design-in or partnership does not by itself establish material glasses revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

MEMS microphone array

Four to six MEMS mics around the frame allow beamforming toward the mouth and wind-noise rejection. Ray-Ban Meta uses five; Meta Ray-Ban Display uses six.

Scope of the company links: MEMS microphones supplied or marketed for glasses: TDK (dual T5838 in Brilliant Labs Halo; ICS-41351 in the sold-out Frame), MEMSensing (says it is the exclusive microphone supplier for Rokid Glasses; Rokid has not confirmed), AAC and Goertek (glasses audio-pickup and MEMS microphone modules), Infineon (IM65D130M announced for Q3 2026) and ST (MP23ABS1 on its Smart Glasses (AR) page). Knowles sold its consumer MEMS microphone business to Syntiant (private) in Dec 2024 and is not mapped.

Bone-conduction voice pickup

A vibration sensor against the head senses the wearer’s own speech through bone and tissue, so wind barely affects it. TechInsights found a Syntiant part in Meta Ray-Ban Display.

Scope of the company links: The pickup in Meta Ray-Ban Display is teardown-identified as Syntiant (private). Infineon’s AR and smart glasses page lists vibration sensors for voice pickup, with no named design win. ST’s LSM6DSV16BX is marketed for TWS and XR headsets, not on its glasses page, so ST is not mapped here; MEMSensing’s bone-conduction sensor is still in development.

AI SERVER RACK

Where it fits in an AI server rack

Calls its power supply solutions for AI data centers its most important growth driver, with multi-year capacity reservation agreements with leading AI customers worth a cumulative high single-digit billion euros concluded or in negotiation (Q3 FY2026, Aug 5, 2026), and projects €2.5 billion of AI market revenue in fiscal 2027 (June 26, 2026). NVIDIA lists Infineon among its 800 VDC silicon partners (May 20 and Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: Infineon’s August and June 2026 releases describe AI data-center power as its main growth driver and a €2.5 billion FY2027 AI revenue projection; NVIDIA names it among 800 VDC partners.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component rolePower semiconductors across the AI power chain; 800 VDC
EvidenceDisclosed: Infineon’s August and June 2026 releases describe AI data-center power as its main growth driver and a €2.5 billion FY2027 AI revenue projection; NVIDIA names it among 800 VDC partners.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceInfineon Technologies — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Customers are unnamed, the AI figure is a company projection spanning grid to core, and which NVL72-class rack parts use Infineon silicon is not disclosed.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

Voltage regulators

Multiphase controllers, power stages and 48 V converter modules that step bus voltage down to below one volt at hundreds or thousands of amps, right beside each chip.

Scope of the company links: Multiphase controllers, power stages and 48 V or 800 V bus-converter modules stepping down to under 1 V at the chips. MPS reports stronger sales of power management for AI and server applications and is sampling an 800 V solution; Infineon calls AI data-center power its main growth driver. TI (a 6 V-to-sub-1 V multiphase buck in its 800 VDC architecture), onsemi, Navitas, AOS, Renesas and Analog Devices are on NVIDIA’s 800 VDC silicon lists or have announced 800 VDC work with NVIDIA; Vicor sells 48 V Power-on-Package modules for AI accelerators. Delta (TLVR regulators), Flex (vertical power delivery), Advanced Energy (800 V-to-50 V converters) and Lite-On (power bricks) sell modules. NVIDIA does not say whose power stages sit on a Blackwell board, and press share estimates are not used. Empower (being acquired by ADI) and Claros (being acquired by Navitas) are private; Richtek is a MediaTek subsidiary.

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