ams and Osram accelerate the establishment of a leadership position in digital optoelectronics technology

Special announcement pursuant to Article 53 of the SIX Listing Rules of the Swiss Exchange 100 million euros in cash to sell the non-optical analog/mixed-signal sensor business to Infineon, reducing the pro forma leverage ratio to 2.5 times and accelerating the establishment of its leading position in digital optoelectronics technology Balance sheet deleveraging plan: Sells its non-optical analog/mixed-signal automotive, industrial and medical sensor business to Infineon for €570 million in cash; the transaction is expected to be completed in the second quarter of 2026. The sold business will have annual revenue of approximately 220 million euros in 2025 and adjusted EBITDA of approximately 60 million euros. This transaction involves an entity holding approximately 130 million euros in assets, which provides guarantees for the group's convertible bonds and senior notes; the relevant proceeds will be used to repurchase or redeem a proportion of the above notes Through the funds in the deleveraging plan As a result of the asset sale, ams Osram will receive a cumulative gain of approximately 670 million euros, driving the pro forma leverage ratio from 3.3 times to 2.5 times (including Osram put options) Strategic positioning adjustment: This transaction further enhances financial and strategic flexibility and accelerates the establishment of its leadership position in the field of digital optoelectronics, focusing on smart optoelectronic semiconductors, emitters and sensing technologies. Digital optoelectronics technology refers to the digitization and intelligence of light emission and sensing through pixelated light sources and sensors, combined with built-in computing power, driving a series of Chinese technologies that support new financial goals in 2030. Early growth opportunities ams-OSRAM has the industry's most complete advanced optoelectronic semiconductor technology platform, covering the transmitter (including dedicated driver ICs and power management ICs), as well as a full range of optical sensors and sensing module product portfolios. The traditional automotive lighting business (including aftermarket business) still belongs to the group and remains stable, serving as a reliable source of cash flow to provide financial support for the growth of the semiconductor business New 2030 cross-cycle financial goals: Semiconductor business: revenue compound annual growth rate reaching mid-to-high single digits, adjusted EBITDA profit margin ≥ 25%; Group as a whole: Free cash flow exceeds 200 million euros, leverage ratio is less than 2 times Premstaetten, Austria/Munich, Germany - ams Osram sold its non-optical analog/mixed-signal sensor business to Infineon for 570 million euros in cash. This move will reduce the group's pro forma leverage ratio to 2.5 times, and further accelerate its establishment of a leading position in the field of digital optoelectronics technology Aldo, CEO of ams Osram. Kamper said: “Through the targeted sale of our non-optical automotive, industrial and medical sensor businesses to Infineon for €570 million in cash, we simultaneously achieve the dual goals of accelerating the deleveraging of our balance sheet while focusing on becoming a leader in digital optoelectronics. ams Osram It is emerging as the core platform of optoelectronic technology. With our most complete semiconductor emission and sensing technology portfolio in the world, we can accurately grasp the digital optoelectronic technology nodes in the fields of automobiles, AR smart glasses, biosensing, industrial and household robots, AI data center optical interconnection, etc., and lay out forward-looking applications such as laser fusion. ” (Source: ams OSRAM)

TrendForce 2025 LED Gold+ Member Market Report

Publication time:
Quarterly (February, May, August, November)
Reporting language:
1. Gold level: Chinese / English
2. LED industry quarterly update: English

Report Name

Content

Format

Publication Time

LED Industry Demand

and Supply Database Demand Market Analysis:

PDF / Excel

1Q (Mid Mar.)

3Q (Early Sep.) 2025-2029 Demand Market Analysis (Backlight and Flash/General Lighting/Agricultural Lighting/Architectural Lighting/Automotive-Passenger Cars & Logistics Vehicles & Locomotives/Display / UV LED / IR LED / Micro LED / Mini LED) supply market analysis: 1. Chip market output value (external sales market output value, total sales market output value) 2. Global GaN LED and AS/P LED new/cumulative MOCVD installation quantity

3. GaN LED and AS/P LED wafer market demand

(region/size) 4. GaN LED and AS/P LED wafer supply and demand market analysis

LED Manufacturers

Revenue and Capacity LED Chip Market Analysis:

PDF / Excel

2Q (Early Jun.)

4Q (Early Dec.) Top 10 Chip Manufacturers Revenue and Wafer Capacity LED Packaging Market Analysis: LED Manufacturers - Total Revenue and LED Revenue, Capacity Analysis Top 10 LED Manufacturers Revenue in Backlight and Flash LED, Lighting, Automotive, Display, Ultraviolet LED

LED Industry

Price Survey Sapphire/Chip/Package (Backlight, General Lighting, Agricultural Lighting, Automotive, Display, UV LED, Infrared LED, VCSEL)

Excel

1Q (Mid Mar.)

2Q (Early Jun.)

3Q (Early Sep.)

4Q (Early Dec.)

LED Industry

Quarterly Dynamic Update Quarterly Dynamic Analysis of Major Manufacturers

PDF

1Q (Mid Mar.)

2Q (Early Jun.)

3Q (Early Sep.)

4Q (Early Dec.)

EU / U.S- Lumileds, ams OSRAM, Cree LED

(Smart Global Holdings) JP- Nichia, Stanley, ROHM KR- Samsung, Seoul Semiconductor, Seoul Viosys ML- Dominant Taiwan Region- Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride Chinese Mainland- San’an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS

Micro/Mini LED

Exhibition Report CES 2025 / Touch Taiwan 2025

PDF

Aperiodically