ams-OSRAM（AMS）株式概要ams-OSRAM AGは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域において、LEDおよび光学センサーソリューションの設計、製造、販売を行っています。 詳細AMS ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より61.1%で取引されている 収益は年間5.67%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析Swiss市場と比較して、過去 3 か月間の株価の変動が非常に大きい現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るAMS Community Fair Values Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCHF Current PriceCHF 18.7191.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b5b2016201920222025202620282031Revenue €4.3bEarnings €687.2mAdvancedSet Fair ValueView all narrativesams-OSRAM AG 競合他社WISeKey International HoldingSymbol: SWX:WIHNMarket cap: CHF 50.2mNuvoton TechnologySymbol: TWSE:4919Market cap: NT$78.1bShanghai Fullhan MicroelectronicsSymbol: SZSE:300613Market cap: CN¥16.9bInari Amertron BerhadSymbol: KLSE:INARIMarket cap: RM 8.3b価格と性能株価の高値、安値、推移の概要ams-OSRAM過去の株価現在の株価CHF 18.7152週高値CHF 23.8252週安値CHF 6.85ベータ1.781ヶ月の変化-18.65%3ヶ月変化110.58%1年変化110.46%3年間の変化-70.77%5年間の変化-89.92%IPOからの変化-70.77%最新ニュースお知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027ライブニュース • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten AustriaMajor Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.最新情報をもっと見るRecent updatesお知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027ライブニュース • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten AustriaMajor Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.お知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.分析記事 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years).New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €130m Forecast net loss in 3 years: €46m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years). Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.お知らせ • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.分析記事 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.お知らせ • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).お知らせ • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.分析記事 • Jan 06ams-OSRAM (VTX:AMS) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...Reported Earnings • Nov 20Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.お知らせ • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026分析記事 • Nov 06The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x ams-OSRAM AG ( VTX:AMS ) is a stock worth checking...分析記事 • Oct 04ams-OSRAM (VTX:AMS) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...お知らせ • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.Reported Earnings • Aug 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.分析記事 • Jul 25Is There An Opportunity With ams-OSRAM AG's (VTX:AMS) 44% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF19.30 Current share price...分析記事 • Jul 04ams-OSRAM AG (VTX:AMS) Shares Fly 51% But Investors Aren't Buying For GrowthDespite an already strong run, ams-OSRAM AG ( VTX:AMS ) shares have been powering on, with a gain of 51% in the last...Major Estimate Revision • Jul 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.13 to -€1.25 per share. Revenue forecast unchanged at €3.35b. Semiconductor industry in Switzerland expected to see average net income growth of 22% next year. Consensus price target up from CHF8.66 to CHF9.01. Share price rose 29% to CHF11.46 over the past week.分析記事 • Jul 01Is ams-OSRAM (VTX:AMS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026分析記事 • Jun 10Capital Allocation Trends At ams-OSRAM (VTX:AMS) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria分析記事 • May 20Improved Revenues Required Before ams-OSRAM AG (VTX:AMS) Stock's 28% Jump Looks Justifiedams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...Major Estimate Revision • May 15Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.02 to -€1.20 per share. Revenue forecast of €3.34b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 13% next year. Consensus price target of CHF8.64 unchanged from last update. Share price rose 11% to CHF7.89 over the past week.お知らせ • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: €0.83 loss per share (improved from €7.19 loss in 1Q 2024). Revenue: €820.0m (down 3.2% from 1Q 2024). Net loss: €82.0m (loss narrowed 89% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 30ams-OSRAM AG Provides Group Earnings Guidance for the Second Quarter of 2025ams-OSRAM AG provided group earnings guidance for the second quarter of 2025. The Group expects second quarter revenues to land in a range of EUR 725 million – EUR 825 million assuming a EUR/USD exchange rate of 1.13.分析記事 • Apr 05The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 35%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 35% after a relatively good period beforehand...分析記事 • Mar 27Does ams-OSRAM (VTX:AMS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.95 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Mar 20Consensus EPS estimates fall by 134%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.157 to -€0.366 per share. Revenue forecast unchanged at €3.43b. Semiconductor industry in Switzerland expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at CHF10.61. Share price fell 2.4% to CHF9.04 over the past week.分析記事 • Mar 06ams-OSRAM (VTX:AMS) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Feb 18ams-Osram AG Announces Two New Sensor Modulesams-OSRAM AG announced that with two new sensor modules, the company demonstrates its commitment to Computed Tomography (CT). At the heart of this diagnostic imaging technology are CT sensor modules that support clinical applications from oncology to the treatment of cardiovascular conditions, ensuring precise patient outcomes and enabling early diagnosis. The new products advance the medical imaging technology across the CT market segments. For the premium CT segment, ams OSRAM introduces a new System-in-Package sensor module designed for photon counting detectors, delivering a substantial reduction in the radiation dose and additional diagnostic value. For the price-sensitive CT segment, ams OSRAM presents a new sensor module, ensuring high-quality medical imaging at a competitive price. AS5920M, the first disruptive package solution for photoncounting detectors and AS5952M, an affordable, high-performance sensor module for 64-slice CT imaging.Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.94 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 12ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%The ams-OSRAM AG ( VTX:AMS ) share price has done very well over the last month, posting an excellent gain of 29%. But...Major Estimate Revision • Feb 11Consensus EPS estimates fall by 42%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.218 to -€0.309 per share. Revenue forecast unchanged at €3.33b. Semiconductor industry in Switzerland expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at CHF9.25. Share price rose 23% to CHF8.06 over the past week.お知らせ • Feb 11+ 4 more updatesams-OSRAM AG to Report Fiscal Year 2024 Results on Mar 13, 2025ams-OSRAM AG announced that they will report fiscal year 2024 results on Mar 13, 2025分析記事 • Jan 28An Intrinsic Calculation For ams-OSRAM AG (VTX:AMS) Suggests It's 47% UndervaluedKey Insights ams-OSRAM's estimated fair value is CHF13.70 based on 2 Stage Free Cash Flow to Equity Current share price...Major Estimate Revision • Jan 15Consensus EPS estimates upgraded to €5.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€6.54 to -€5.40 per share. Revenue forecast unchanged from €3.41b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 12% next year. Consensus price target down from CHF10.04 to CHF9.36. Share price was steady at CHF6.33 over the past week.分析記事 • Dec 06Is ams-OSRAM (VTX:AMS) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Nov 19Consensus EPS estimates upgraded to €6.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €3.47b to €3.42b. 2024 losses expected to reduce from -€7.66 to -€6.57 per share. Semiconductor industry in Switzerland expected to see average net income decline 0.9% next year. Consensus price target down from CHF16.10 to CHF11.13. Share price fell 8.3% to CHF5.83 over the past week.お知らせ • Nov 14ams-OSRAM AG to Report Q4, 2024 Results on Feb 11, 2025ams-OSRAM AG announced that they will report Q4, 2024 results on Feb 11, 2025Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.24 (up from €2.10 loss in 3Q 2023). Revenue: €881.0m (down 2.5% from 3Q 2023). Net income: €24.0m (up €79.0m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.分析記事 • Nov 06Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 26% Diveams-OSRAM AG ( VTX:AMS ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...分析記事 • Oct 30Investors Will Want ams-OSRAM's (VTX:AMS) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Sep 03Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS).Focuslight Technologies Inc (SHSE:688167) signed an agreement to acquire Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) for €45 million on May 7, 2024. The transaction is subject to closing conditions and subject to approval from the Chinese regulatory authorities and Focuslight shareholder's. As of June 27, 2024, Focuslight Technologies shareholders approved the deal. The transaction is expected to close in the third quarter of 2024. Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) on September 2, 2024. ams OSRAM has received the transaction price of €45 million in cash from Focuslight Technologies.分析記事 • Sep 03Here's Why ams-OSRAM (VTX:AMS) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 16ams OSRAM to Introduce 8-Channel 915nm SMT Pulsed Laserams OSRAM is introducing its latest key innovation to enable autonomous driving. By simplifying system design and boosting performance, the laser makes long-range LiDAR systems more effective and reliable. The SPL S8L91A_3 A01, a high-performance 8-channel 915nm SMT pulsed laser in a QFN package, will be integrated into LiDAR systems for autonomous driving vehicles such as passenger cars, trucks and Robo Taxis. The new product will enhance their operation, navigation, and data processing capabilities. The SPL S8L91A_3 A01 is designed to significantly improve long-range, high-resolution LiDAR systems for autonomous driving. With the world's first AEC-Q102 qualified 8-channel EEL (edge-emitting laser) in a QFN package, system developers can now choose from an even greater variety of infrared components from ams OSRAM. The new product offers a convincing performance of 1000 watts peak optical power and an efficiency of up to 30%. Autonomous driving is one of the most discussed topics for the future. The majority of system providers is convinced that there is no way around LiDAR when it comes to advancing autonomous driving. ams OSRAM has been a market leader in developing and producing pulsed infrared lasers for automotive LiDAR for over 20 years. There are now more than twenty million units in the field –- an excellent proof of this in terms of experience and quality. SPL S8L91A_3 A01 is the newest product lineup addition built on extensive experience in automotive LiDAR technology. The SPL S8L91A_3 A01, a infrared high-power SMT laser, is tailored for LiDAR applications, featuring a monolithically integrated 8-channel design. This innovative configuration delivers 125W per laser channel, i.e. 1000W total peak optical power, vastly enhancing the performance capabilities of long-range LiDAR systems crucial for autonomous highway driving. The laser has four individual addressable anodes, where each anode is connected to two parallel operating laser channels. This addressability gives flexibility to the customer in designing the end product. Employing a single laser package allows for a more compact and efficient setup of the LiDAR sensor, eliminating the need for alignment between multiple components, thus simplifying the design and manufacturing process. This integration not only reduces the development timeline but also significantly enhances the reliability and performance of the end product. The laser's design includes ams OSRAM's proprietary wavelength stabilization technology, which minimizes wavelength shifts due to temperature changes, thereby improving the LiDAR system's Signal-to-Noise Ratio (SNR) and extending its detection range.分析記事 • Aug 07Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 25% Diveams-OSRAM AG ( VTX:AMS ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...分析記事 • Jul 31The ams-OSRAM AG (VTX:AMS) Second-Quarter Results Are Out And Analysts Have Published New Forecastsams-OSRAM AG ( VTX:AMS ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to CHF1.16...Reported Earnings • Jul 30Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: €0.04 loss per share (improved from €5.14 loss in 2Q 2023). Revenue: €819.0m (down 3.8% from 2Q 2023). Net loss: €42.0m (loss narrowed 97% from 2Q 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 14 percentage points per year, which is a significant difference in performance.分析記事 • Jul 23Is ams-OSRAM AG (VTX:AMS) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF2.24 Current share price...分析記事 • Jun 27Returns Are Gaining Momentum At ams-OSRAM (VTX:AMS)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Jun 01ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%ams-OSRAM AG ( VTX:AMS ) shareholders would be excited to see that the share price has had a great month, posting a 29...分析記事 • May 01ams-OSRAM AG (VTX:AMS) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a pretty great week for ams-OSRAM AG ( VTX:AMS ) shareholders, with its shares surging 15% to CHF1.12 in the...Reported Earnings • Apr 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: €0.72 loss per share (further deteriorated from €0.51 loss in 1Q 2023). Revenue: €847.0m (down 8.6% from 1Q 2023). Net loss: €710.0m (loss widened 430% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.分析記事 • Apr 25ams-OSRAM (VTX:AMS) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Apr 15Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.581 to -€0.728 per share. Revenue forecast unchanged at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 9.0% next year. Consensus price target down from CHF3.75 to CHF3.62. Share price fell 4.6% to CHF1.01 over the past week.お知らせ • Mar 22Imprinted Data Matrix Code on ams OSRAM LEDs Now Enables Automotive Manufacturers to Streamline Their Productionams OSRAM has introduced a product innovation that helps manufacturers of automotive lighting modules and systems to increase their production throughput and efficiency while achieving very high consistency in optical quality and performance. The innovation, referred to as DMC (Data Matrix Code), is based on a unique, machine-readable code printed on top of each LED package. DMC is already available for some members of the OSIRE® family of automotive LEDs. The code on the package links to individual data for each LED production unit: color coordinates, luminous intensity and forward voltage at two currents. This two-current setting gives manufacturers the widest range of dimming options for day and night modes, while meeting the automotive industry’s strict requirements for color point stability. LED+: Greater accuracy through unique data adds precious value to LEDs: With the introduction of DMC, ams OSRAM increases the value of its automotive LEDs as conclusive data effectively support digitalized and automated factory processes. DMC is now available in three automotive LEDs: The OSIRE® E5515 is an RGB ‘sidelooker’ LED designed for modern ambient lighting in the vehicle interior. Supplied in a white low-profile, surface-mount package, the OSIRE® E5515 is ideally suited for coupling into thin light guides. In addition, the housing material´s temperature stability has been optimized for improved compatibility with processes based on IMSE® (In-Mold Structural Electronics). The OSIRE® E5515 is available under the part number KRTB AELPS2.32. The OSIRE® E3323 is an RGB top surface-emitting LED for ambient lighting applications in the vehicle interior. With dimensions as small as 3.3 mm x 2.3 mm x 0.7 mm, the OSIRE® E3323 is the smallest of its kind in the OSIRE® family – for even more flexible designs than is currently possible with a delta or inline RGB chip configuration. The OSIRE® E3323 products can be ordered under the part numbers KRTB DWLM31.32 and KRTB DWLM32.32. The DMC will be imprinted on every manufactured LED and manufacturers are free to choose whether to use the data or not. This value-adding feature is likely to be rolled out to other OSIRE® family members in the future.Major Estimate Revision • Mar 06Consensus EPS estimates fall by 403%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.116 to -€0.581 per share. Revenue forecast unchanged at €3.46b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.04. Share price fell 37% to CHF1.38 over the past week.Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to €0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.116 to -€0.103 per share. Revenue forecast steady at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.25. Share price fell 39% to CHF1.35 over the past week.分析記事 • Mar 01The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 38%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 38% after a relatively good period beforehand. The...分析記事 • Feb 26Are Investors Undervaluing ams-OSRAM AG (VTX:AMS) By 41%?Key Insights ams-OSRAM's estimated fair value is CHF3.71 based on 2 Stage Free Cash Flow to Equity ams-OSRAM's CHF2.19...Major Estimate Revision • Feb 20Consensus EPS estimates fall by 93%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.06 to -€0.116 per share. Revenue forecast unchanged at €3.49b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.96 to CHF3.80. Share price fell 4.8% to CHF2.12 over the past week.お知らせ • Feb 17+ 2 more updatesams-OSRAM AG to Report Q2, 2024 Results on Jul 26, 2024ams-OSRAM AG announced that they will report Q2, 2024 results on Jul 26, 2024Reported Earnings • Feb 11Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: €5.20 loss per share (further deteriorated from €1.70 loss in FY 2022). Revenue: €3.59b (down 26% from FY 2022). Net loss: €1.61b (loss widened 263% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Feb 10ams-OSRAM AG to Report Q1, 2024 Results on Apr 26, 2024ams-OSRAM AG announced that they will report Q1, 2024 results on Apr 26, 2024Major Estimate Revision • Feb 07Consensus EPS estimates upgraded to €3.66 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.29 to -€3.66 per share. Revenue forecast steady at €3.61b. Semiconductor industry in Switzerland expected to see average net income decline 5.4% next year. Consensus price target down from CHF4.85 to CHF4.09. Share price was steady at CHF2.02 over the past week.お知らせ • Jan 19ams OSram Launches Sidelooker, Low-Power LEDams OSRAM launched a series of sidelooker, low-power LEDs that simplify design, are easier to implement and enables the creation of a homogeneous appearance in extended light bars and other automotive rear lighting applications. an automobile rear combination lamp (RCL) requires a complex and deep optical assembly consisting of diffusers and light guides to spread the bright points of light from conventional toplooker LEDs without producing visible dark and bright spots. By replacing toplooker LEDs with the SYNIOS®? P1515 sidelookers, automotive manufacturers can achieve a smooth, homogeneous appearance across the width of the vehicle. With the same number of LEDs as in a toplooker-based arrangement, an RCL or turn indicator can be produced with a far thinner and simpler optical assembly. This opens up new potential to create dramatic and distinctive shapes in new RCL designs. Alternatively, a homogeneous appearance can be achieved with the same depth of optical stack as for toplooker LEDs, but with substantially fewer LEDs and LED drivers. With this option, the lamp manufacturer benefits from a reduced bill-of-materials cost and a simpler circuit configuration. The AEC-Q102 qualified SYNIOS®? P 1515 LEDs produce a side-emission output with uniform 360deg light intensity all round the device. Light is also emitted from the top of the LED, but at lower intensity than from the sides, to ensure that applications such as extended rear light bars can be easily realized with no bright or dark spots. The side-emission pattern of the SYNIOS®?P1515 LEDs is enabled by proprietary ams OSRAM optical packaging technology. ams OSRAM optical packaging Technology. ams OSRAM sidelooker LEDs are already widely used in the backlighting for high-performance automotive displays. The SYNIOS®? P1415 family is available for sampling in red (621 nm), super-red (633 nm) and yellow (587 nm) now. Production volumes are available now.Major Estimate Revision • Jan 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -€3.79 to -€4.29 per share. Revenue forecast of €3.60b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.3% next year. Consensus price target down from CHF5.51 to CHF4.96. Share price was steady at CHF1.92 over the past week.New Risk • Dec 27New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 277% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding).分析記事 • Dec 25ams-OSRAM AG (VTX:AMS) Stock Catapults 55% Though Its Price And Business Still Lag The Industryams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 55% in the last...Major Estimate Revision • Dec 13Consensus EPS estimates upgraded to €4.38 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.91 to -€4.38 per share. Revenue forecast unchanged from €3.61b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.09% next year. Consensus price target down from CHF6.16 to CHF5.73. Share price rose 3.9% to CHF1.95 over the past week.お知らせ • Dec 05ams-OSRAM AG Releases New Multi-Led Packageams OSRAM released a new multi-LED package which offers more than 40% higher radiant intensity than the previous generation product, resulting in higher accuracy PPG (photoplethysmography) measurements in smart watches, wristbands and other wearable devices. The SFH 7018 features a highly reflective QFN (Quad Flat No Leads) package for significantly increased light output. In addition, an improved two-cavity design separates the green LED from the red LED and infrared (IR) LED: the spacing and optical isolation ensure that the light sources are optimally placed relative to their photodiodes and reduce interference between the green light (for heart rate measurements) and the red light and IR source (for blood oxygen saturation, or SpO2, measurements). Furthermore, the green chip does not cause the red and IR chips to fluoresce due to cross-excitation from the shorter wavelength. The optimized form factor of the surface-mount QFN package - just 0.6 mm high - makes it easy to integrate the module into any type of wearable device. Despite its compact size, the SFH 7018 provides dual driving capability with optimized forward voltage headroom and reduced overall power consumption. The SFH 7018's improvement in radiant intensity is dramatic: the red and IR LEDs are more than 40% brighter than in the existing SFH 7016, and the green LED in the SFH 7018A version of the product is 80% lighter, while in the SFH 7018B version, the green LED is more than twice as bright. The brightness of the SFH 7018 at each of the red, green and IR wavelengths also greatly exceeds that of today's best-performing competing product. Since all vital signs monitoring devices face the challenge to detect little modulations of already small light signals, the result of scattering and absorption in tissue (depending on various factors), the amount of lightitted by the LEDs strongly affects system performance. When more light is modulated by the blood flow and subsequently reaches the photodiode, signal quality improves, yielding higher accuracy and better repeatability of measurements. The SFH 7018 enables this superior performance by emitting more light into the body. The SFH 7018 is available in two versions: SFH 7018A is optimized for low forward voltage at high currents, allowing for operation without a costly voltage booster. SFH 7018B is optimized for maximum radiant intensity. Both variants are in volume production now.お知らせ • Nov 24ams OSRAM Releases RGB Versions of High-Power OSTAR Projection Compact LEDs for Machine Vision and Stage Lightingams OSRAM adds Red, True Green and Blue colors to its OSTAR Projection Compact family of low-profile, ultra-high brightness LEDs, to enable manufacturers of machine vision systems or stage lighting fixtures to create more powerful and slimmer products. ams OSRAM already offered a White option in this package specification, that time known as OSLON Boost. The new LEDs are ideal for premium high-power lighting products because of their high current density and very high brightness. Featuring a new rectangular ams OSRAM 2 mm2 chip, these LEDs produce very high luminous output – the True Green version is the brightest 520 nm product in its class (1000 lm at 6 A). The OSTAR Projection Compact LEDs can be packed very closely together in high-power luminaire designs because of their excellent thermal dissipation and small, flat package. The thermal resistance is just 1.4 K/W, while the 4040 package has dimensions of 4.0 mm x 4.0 mm x 0.75 mm. The LEDs’ low profile enables lighting equipment and vision system manufacturers to reduce the size of their products without compromising brightness and performance. Compared to competing products with a domed primary lens, the flat package of the OSTAR Projection Compact LEDs makes them very easy to couple into optics, giving considerable flexibility to optimize the optical performance of the products for individual applications. All the OSTAR Projection Compact LEDs share the same footprint, enabling easy exchanging of colors in variants of a single board design. Winfried Schwedler, Marketing Manager of ams OSRAM, said: ‘The excellent current-carrying capability, low thermal resistance and low profile of the OSRAM OSTAR Projection Compact LEDs means that machine vision products and stage lighting equipment can produce an impressively powerful output in any color. These LEDs can also offer high value in projectors and in architectural lighting units such as wall washers. Key features of the OSTAR Projection Compact family are: KR CULPM1.23 - Red - 650 lm at 6 A; KT CULPM1.13 - True Green - 1000 lm at 6 A'' B CULPM1.14 - Blue - 7200 mW at 8 A and KW CULPM1.TG - White - 1700 lm at 10 A.お知らせ • Nov 22ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million.ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million. Security Name: Shares Security Type: Common Stock Securities Offered: 724,154,662 Price\Range: CHF 1.07 Transaction Features: Rights Offering分析記事 • Nov 19Is ams-OSRAM (VTX:AMS) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Nov 15ams OSRAM Launches the AS7058ams OSRAM launches the AS7058, an analog front end (AFE) which enables manufacturers of smart watches, smart rings and other wearable devices to improve the accuracy and reliability of vital signs measurements derived from photoplethysmographic (PPG) or electrical signals while extending battery run-time. The new AS7058 also provides a new means for differentiating wearable products, introducing the capability to perform body impedance measurement, for analysis of body composition. The AS7058’s ultra-low noise characteristics produce a very high optical signal-to-noise ratio of 120dB. This enables substantial improvements, compared to competing products, in PPG measurement performance in the parameters of heart rate, respiration rate, blood oxygen saturation (SpO2), and blood pressure. The outstanding optical noise performance of the AS7058 is the result of developments including the integration of two low-noise, 20-bit analog-to-digital converters (ADCs), the provision of integrated low-noise LED drivers, and the introduction of new automatic ambient light offset correction technology. The signal-to-noise ratio of the AS7058 also enables wearable device manufacturers to reduce power consumption by driving the device’s LEDs at lower current while maintaining high signal integrity. The AS7058 incorporates a comprehensive set of capabilities for optical and electrical measurement of vital signs. It includes: Two current sinks for driving eight LED emitters (four LEDs/current sink); Eight photodiode inputs; Two 20-bit ADCs for PPG measurement; A 20-bit digital-to-analog converter (DAC) for electrical measurements – electrocardiogram (ECG), body impedance measurement (BIO-Z), or electrodermal activity (EDA). The device’s medical-grade ECG measurements conform to the specifications of the IEC 60601-2-47 standard. The two PPG ADCs perform simultaneous photodiode data acquisition. Measurements of PPG and ECG signals can also be synchronized to enable measurement of blood pressure. The rich set of features in the AS7058 is integrated into a compact WLCSP chip which has dimensions of 2.8 mm x 2.5 mm x 0.5 mm. The AS7058 joins a broad portfolio of optical and electrical products from ams OSRAM that provide a unified source of components and system know-how for every aspect of vital signs monitoring in consumer devices. ams OSRAM products for vital signs monitoring include LEDs, photodiodes and temperature sensors as well as the AS705x series of AFEs. The hardware products are supported by algorithms for measurement functions such as heart rate, respiration rate and SpO2. ams OSRAM also supplies a complete hardware demonstration system for vital signs monitoring in a smart watch form factor. Customers can benefit from the experience gained in its development to reduce design risk and accelerate time to market. The AS7058 AFE is available for sampling.Reported Earnings • Nov 02Third quarter 2023 earnings released: €0.21 loss per share (vs €1.42 loss in 3Q 2022)Third quarter 2023 results: €0.21 loss per share (improved from €1.42 loss in 3Q 2022). Revenue: €904.0m (down 26% from 3Q 2022). Net loss: €55.0m (loss narrowed 85% from 3Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Nov 01ams-OSRAM AG to Report Fiscal Year 2023 Results on Feb 09, 2024ams-OSRAM AG announced that they will report fiscal year 2023 results on Feb 09, 2024お知らせ • Oct 20Ams Osram Adds Four New Leds to Its Family of Ostar Projection Power Productsams OSRAM added four new LEDs to its family of OSTAR Projection Power products. The new LEDs produce superior optical performance in projection equipment that is based on a 0.33" DLP (Digital Light Processing) imager. The new OSTAR Projection power LE xx P1MS/AS LEDs have a very close etendue match with the 0.33" DLP imager. The LEDs are available in Blue, Amber, Deep Blue and converted Green colors. When used in a typical four-channel configuration, these OSTAR ProjectionPower LEDs produce an output of 880 lm on projector level. This is 5% brighter than the next best 0.33" DLP-compatible LEDs available from competitors, according to internal ams OSRAM tests. The OSTAR®? Projectionpower LExx P1MS/AS LEDs are supplied in a compact package with a footprint of just 6.8 mm x 7.6 mm. The package has a copper metal-core PCB with isolated solder pad, making thermal system design easier and reducing the cost of thermal components. The excellent thermal performance of the OSTAR®? Projection POWER LE xx P1MS/AS also supports very high current density and brightness - 6.6 A/mm2 for the Blue, Deep Blue and converted Green LEDs, and 4.5 A/mm2 for Amber. In multi-channel configurations, the LEDs support serial connection with a low forward current, enabling the use of a simpler, lower-cost LED driver.株主還元AMSCH SemiconductorCH 市場7D2.3%-5.0%1.8%1Y110.5%124.9%17.0%株主還元を見る業界別リターン: AMS過去 1 年間で124.9 % の収益を上げたSwiss Semiconductor業界を下回りました。リターン対市場: AMS過去 1 年間で17 % の収益を上げたSwiss市場を上回りました。価格変動Is AMS's price volatile compared to industry and market?AMS volatilityAMS Average Weekly Movement14.7%Semiconductor Industry Average Movement10.3%Market Average Movement4.3%10% most volatile stocks in CH Market7.5%10% least volatile stocks in CH Market2.2%安定した株価: AMSの株価は、 Swiss市場と比較して過去 3 か月間で変動しています。時間の経過による変動: AMSの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてSwissの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198118,500Aldo Kamperams-osram.comams-オスラムAGは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域において、LEDおよび光学センサーソリューションの設計、製造、販売を行っている。半導体部門とランプ・システム部門の2部門で事業を展開。白色、カラー、UV-C、IR、マルチカラーLEDのほか、LEDモジュールとアクセサリー、カラーレーザーとIRレーザー、フォトダイオードとフォトトランジスタ、光学モジュール、車載用およびデジタルシステムとランプ、パワーマネージメントIC、LEDドライバーとアナログフロントエンドIC、センサーインターフェースを提供している。さらに、環境光センサ、カラーセンサ、分光センサ、近接センサ、直接飛行時間センサ、位置センサ、静電容量センサ、CMOSイメージセンサ、温度センサ、アクティブノイズキャンセリング・ソリューション、ボード、キット、関連アクセサリも提供している。同社の製品は、自動車・モビリティ、産業、医療・健康、モバイル・ウェアラブル、照明、コンピューティング・アプリケーションで使用されている。同社は以前はams AGとして知られていたが、2022年1月にams-OSRAM AGに社名を変更した。ams-OSRAM AGは1981年に設立され、オーストリアのプレムシュテッテンに本社を置いている。もっと見るams-OSRAM AG 基礎のまとめams-OSRAM の収益と売上を時価総額と比較するとどうか。AMS 基礎統計学時価総額CHF 1.85b収益（TTM）-CHF 187.39m売上高(TTM)CHF 3.05b0.6xP/Sレシオ-9.9xPER（株価収益率AMS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AMS 損益計算書（TTM）収益€3.30b売上原価€2.34b売上総利益€960.00mその他の費用€1.16b収益-€203.00m直近の収益報告Mar 31, 2026次回決算日Aug 04, 2026一株当たり利益（EPS）-2.05グロス・マージン29.10%純利益率-6.15%有利子負債／自己資本比率286.0%AMS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/24 14:53終値2026/06/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ams-OSRAM AG 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関James FontanelliArete Research Services LLPGuenther HollfelderBaader Helvea Equity ResearchSimon Alexander ColesBarclays20 その他のアナリストを表示
お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027
ライブニュース • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.
お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027
お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027
お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austria
Major Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.
お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027
ライブニュース • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.
お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027
お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027
お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austria
Major Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.
お知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.
分析記事 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...
Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years).
New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €130m Forecast net loss in 3 years: €46m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years). Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
お知らせ • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.
分析記事 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...
Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026
New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).
お知らせ • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.
分析記事 • Jan 06ams-OSRAM (VTX:AMS) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...
Reported Earnings • Nov 20Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.
お知らせ • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026
分析記事 • Nov 06The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x ams-OSRAM AG ( VTX:AMS ) is a stock worth checking...
分析記事 • Oct 04ams-OSRAM (VTX:AMS) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
お知らせ • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.
Reported Earnings • Aug 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.
分析記事 • Jul 25Is There An Opportunity With ams-OSRAM AG's (VTX:AMS) 44% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF19.30 Current share price...
分析記事 • Jul 04ams-OSRAM AG (VTX:AMS) Shares Fly 51% But Investors Aren't Buying For GrowthDespite an already strong run, ams-OSRAM AG ( VTX:AMS ) shares have been powering on, with a gain of 51% in the last...
Major Estimate Revision • Jul 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.13 to -€1.25 per share. Revenue forecast unchanged at €3.35b. Semiconductor industry in Switzerland expected to see average net income growth of 22% next year. Consensus price target up from CHF8.66 to CHF9.01. Share price rose 29% to CHF11.46 over the past week.
分析記事 • Jul 01Is ams-OSRAM (VTX:AMS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026
分析記事 • Jun 10Capital Allocation Trends At ams-OSRAM (VTX:AMS) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria
分析記事 • May 20Improved Revenues Required Before ams-OSRAM AG (VTX:AMS) Stock's 28% Jump Looks Justifiedams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Major Estimate Revision • May 15Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.02 to -€1.20 per share. Revenue forecast of €3.34b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 13% next year. Consensus price target of CHF8.64 unchanged from last update. Share price rose 11% to CHF7.89 over the past week.
お知らせ • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026
Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: €0.83 loss per share (improved from €7.19 loss in 1Q 2024). Revenue: €820.0m (down 3.2% from 1Q 2024). Net loss: €82.0m (loss narrowed 89% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 30ams-OSRAM AG Provides Group Earnings Guidance for the Second Quarter of 2025ams-OSRAM AG provided group earnings guidance for the second quarter of 2025. The Group expects second quarter revenues to land in a range of EUR 725 million – EUR 825 million assuming a EUR/USD exchange rate of 1.13.
分析記事 • Apr 05The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 35%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 35% after a relatively good period beforehand...
分析記事 • Mar 27Does ams-OSRAM (VTX:AMS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.95 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 134%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.157 to -€0.366 per share. Revenue forecast unchanged at €3.43b. Semiconductor industry in Switzerland expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at CHF10.61. Share price fell 2.4% to CHF9.04 over the past week.
分析記事 • Mar 06ams-OSRAM (VTX:AMS) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Feb 18ams-Osram AG Announces Two New Sensor Modulesams-OSRAM AG announced that with two new sensor modules, the company demonstrates its commitment to Computed Tomography (CT). At the heart of this diagnostic imaging technology are CT sensor modules that support clinical applications from oncology to the treatment of cardiovascular conditions, ensuring precise patient outcomes and enabling early diagnosis. The new products advance the medical imaging technology across the CT market segments. For the premium CT segment, ams OSRAM introduces a new System-in-Package sensor module designed for photon counting detectors, delivering a substantial reduction in the radiation dose and additional diagnostic value. For the price-sensitive CT segment, ams OSRAM presents a new sensor module, ensuring high-quality medical imaging at a competitive price. AS5920M, the first disruptive package solution for photoncounting detectors and AS5952M, an affordable, high-performance sensor module for 64-slice CT imaging.
Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.94 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 12ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%The ams-OSRAM AG ( VTX:AMS ) share price has done very well over the last month, posting an excellent gain of 29%. But...
Major Estimate Revision • Feb 11Consensus EPS estimates fall by 42%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.218 to -€0.309 per share. Revenue forecast unchanged at €3.33b. Semiconductor industry in Switzerland expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at CHF9.25. Share price rose 23% to CHF8.06 over the past week.
お知らせ • Feb 11+ 4 more updatesams-OSRAM AG to Report Fiscal Year 2024 Results on Mar 13, 2025ams-OSRAM AG announced that they will report fiscal year 2024 results on Mar 13, 2025
分析記事 • Jan 28An Intrinsic Calculation For ams-OSRAM AG (VTX:AMS) Suggests It's 47% UndervaluedKey Insights ams-OSRAM's estimated fair value is CHF13.70 based on 2 Stage Free Cash Flow to Equity Current share price...
Major Estimate Revision • Jan 15Consensus EPS estimates upgraded to €5.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€6.54 to -€5.40 per share. Revenue forecast unchanged from €3.41b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 12% next year. Consensus price target down from CHF10.04 to CHF9.36. Share price was steady at CHF6.33 over the past week.
分析記事 • Dec 06Is ams-OSRAM (VTX:AMS) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Nov 19Consensus EPS estimates upgraded to €6.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €3.47b to €3.42b. 2024 losses expected to reduce from -€7.66 to -€6.57 per share. Semiconductor industry in Switzerland expected to see average net income decline 0.9% next year. Consensus price target down from CHF16.10 to CHF11.13. Share price fell 8.3% to CHF5.83 over the past week.
お知らせ • Nov 14ams-OSRAM AG to Report Q4, 2024 Results on Feb 11, 2025ams-OSRAM AG announced that they will report Q4, 2024 results on Feb 11, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.24 (up from €2.10 loss in 3Q 2023). Revenue: €881.0m (down 2.5% from 3Q 2023). Net income: €24.0m (up €79.0m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
分析記事 • Nov 06Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 26% Diveams-OSRAM AG ( VTX:AMS ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
分析記事 • Oct 30Investors Will Want ams-OSRAM's (VTX:AMS) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Sep 03Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS).Focuslight Technologies Inc (SHSE:688167) signed an agreement to acquire Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) for €45 million on May 7, 2024. The transaction is subject to closing conditions and subject to approval from the Chinese regulatory authorities and Focuslight shareholder's. As of June 27, 2024, Focuslight Technologies shareholders approved the deal. The transaction is expected to close in the third quarter of 2024. Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) on September 2, 2024. ams OSRAM has received the transaction price of €45 million in cash from Focuslight Technologies.
分析記事 • Sep 03Here's Why ams-OSRAM (VTX:AMS) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 16ams OSRAM to Introduce 8-Channel 915nm SMT Pulsed Laserams OSRAM is introducing its latest key innovation to enable autonomous driving. By simplifying system design and boosting performance, the laser makes long-range LiDAR systems more effective and reliable. The SPL S8L91A_3 A01, a high-performance 8-channel 915nm SMT pulsed laser in a QFN package, will be integrated into LiDAR systems for autonomous driving vehicles such as passenger cars, trucks and Robo Taxis. The new product will enhance their operation, navigation, and data processing capabilities. The SPL S8L91A_3 A01 is designed to significantly improve long-range, high-resolution LiDAR systems for autonomous driving. With the world's first AEC-Q102 qualified 8-channel EEL (edge-emitting laser) in a QFN package, system developers can now choose from an even greater variety of infrared components from ams OSRAM. The new product offers a convincing performance of 1000 watts peak optical power and an efficiency of up to 30%. Autonomous driving is one of the most discussed topics for the future. The majority of system providers is convinced that there is no way around LiDAR when it comes to advancing autonomous driving. ams OSRAM has been a market leader in developing and producing pulsed infrared lasers for automotive LiDAR for over 20 years. There are now more than twenty million units in the field –- an excellent proof of this in terms of experience and quality. SPL S8L91A_3 A01 is the newest product lineup addition built on extensive experience in automotive LiDAR technology. The SPL S8L91A_3 A01, a infrared high-power SMT laser, is tailored for LiDAR applications, featuring a monolithically integrated 8-channel design. This innovative configuration delivers 125W per laser channel, i.e. 1000W total peak optical power, vastly enhancing the performance capabilities of long-range LiDAR systems crucial for autonomous highway driving. The laser has four individual addressable anodes, where each anode is connected to two parallel operating laser channels. This addressability gives flexibility to the customer in designing the end product. Employing a single laser package allows for a more compact and efficient setup of the LiDAR sensor, eliminating the need for alignment between multiple components, thus simplifying the design and manufacturing process. This integration not only reduces the development timeline but also significantly enhances the reliability and performance of the end product. The laser's design includes ams OSRAM's proprietary wavelength stabilization technology, which minimizes wavelength shifts due to temperature changes, thereby improving the LiDAR system's Signal-to-Noise Ratio (SNR) and extending its detection range.
分析記事 • Aug 07Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 25% Diveams-OSRAM AG ( VTX:AMS ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
分析記事 • Jul 31The ams-OSRAM AG (VTX:AMS) Second-Quarter Results Are Out And Analysts Have Published New Forecastsams-OSRAM AG ( VTX:AMS ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to CHF1.16...
Reported Earnings • Jul 30Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: €0.04 loss per share (improved from €5.14 loss in 2Q 2023). Revenue: €819.0m (down 3.8% from 2Q 2023). Net loss: €42.0m (loss narrowed 97% from 2Q 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 14 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 23Is ams-OSRAM AG (VTX:AMS) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF2.24 Current share price...
分析記事 • Jun 27Returns Are Gaining Momentum At ams-OSRAM (VTX:AMS)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Jun 01ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%ams-OSRAM AG ( VTX:AMS ) shareholders would be excited to see that the share price has had a great month, posting a 29...
分析記事 • May 01ams-OSRAM AG (VTX:AMS) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a pretty great week for ams-OSRAM AG ( VTX:AMS ) shareholders, with its shares surging 15% to CHF1.12 in the...
Reported Earnings • Apr 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: €0.72 loss per share (further deteriorated from €0.51 loss in 1Q 2023). Revenue: €847.0m (down 8.6% from 1Q 2023). Net loss: €710.0m (loss widened 430% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 25ams-OSRAM (VTX:AMS) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Apr 15Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.581 to -€0.728 per share. Revenue forecast unchanged at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 9.0% next year. Consensus price target down from CHF3.75 to CHF3.62. Share price fell 4.6% to CHF1.01 over the past week.
お知らせ • Mar 22Imprinted Data Matrix Code on ams OSRAM LEDs Now Enables Automotive Manufacturers to Streamline Their Productionams OSRAM has introduced a product innovation that helps manufacturers of automotive lighting modules and systems to increase their production throughput and efficiency while achieving very high consistency in optical quality and performance. The innovation, referred to as DMC (Data Matrix Code), is based on a unique, machine-readable code printed on top of each LED package. DMC is already available for some members of the OSIRE® family of automotive LEDs. The code on the package links to individual data for each LED production unit: color coordinates, luminous intensity and forward voltage at two currents. This two-current setting gives manufacturers the widest range of dimming options for day and night modes, while meeting the automotive industry’s strict requirements for color point stability. LED+: Greater accuracy through unique data adds precious value to LEDs: With the introduction of DMC, ams OSRAM increases the value of its automotive LEDs as conclusive data effectively support digitalized and automated factory processes. DMC is now available in three automotive LEDs: The OSIRE® E5515 is an RGB ‘sidelooker’ LED designed for modern ambient lighting in the vehicle interior. Supplied in a white low-profile, surface-mount package, the OSIRE® E5515 is ideally suited for coupling into thin light guides. In addition, the housing material´s temperature stability has been optimized for improved compatibility with processes based on IMSE® (In-Mold Structural Electronics). The OSIRE® E5515 is available under the part number KRTB AELPS2.32. The OSIRE® E3323 is an RGB top surface-emitting LED for ambient lighting applications in the vehicle interior. With dimensions as small as 3.3 mm x 2.3 mm x 0.7 mm, the OSIRE® E3323 is the smallest of its kind in the OSIRE® family – for even more flexible designs than is currently possible with a delta or inline RGB chip configuration. The OSIRE® E3323 products can be ordered under the part numbers KRTB DWLM31.32 and KRTB DWLM32.32. The DMC will be imprinted on every manufactured LED and manufacturers are free to choose whether to use the data or not. This value-adding feature is likely to be rolled out to other OSIRE® family members in the future.
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 403%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.116 to -€0.581 per share. Revenue forecast unchanged at €3.46b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.04. Share price fell 37% to CHF1.38 over the past week.
Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to €0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.116 to -€0.103 per share. Revenue forecast steady at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.25. Share price fell 39% to CHF1.35 over the past week.
分析記事 • Mar 01The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 38%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 38% after a relatively good period beforehand. The...
分析記事 • Feb 26Are Investors Undervaluing ams-OSRAM AG (VTX:AMS) By 41%?Key Insights ams-OSRAM's estimated fair value is CHF3.71 based on 2 Stage Free Cash Flow to Equity ams-OSRAM's CHF2.19...
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 93%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.06 to -€0.116 per share. Revenue forecast unchanged at €3.49b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.96 to CHF3.80. Share price fell 4.8% to CHF2.12 over the past week.
お知らせ • Feb 17+ 2 more updatesams-OSRAM AG to Report Q2, 2024 Results on Jul 26, 2024ams-OSRAM AG announced that they will report Q2, 2024 results on Jul 26, 2024
Reported Earnings • Feb 11Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: €5.20 loss per share (further deteriorated from €1.70 loss in FY 2022). Revenue: €3.59b (down 26% from FY 2022). Net loss: €1.61b (loss widened 263% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 10ams-OSRAM AG to Report Q1, 2024 Results on Apr 26, 2024ams-OSRAM AG announced that they will report Q1, 2024 results on Apr 26, 2024
Major Estimate Revision • Feb 07Consensus EPS estimates upgraded to €3.66 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.29 to -€3.66 per share. Revenue forecast steady at €3.61b. Semiconductor industry in Switzerland expected to see average net income decline 5.4% next year. Consensus price target down from CHF4.85 to CHF4.09. Share price was steady at CHF2.02 over the past week.
お知らせ • Jan 19ams OSram Launches Sidelooker, Low-Power LEDams OSRAM launched a series of sidelooker, low-power LEDs that simplify design, are easier to implement and enables the creation of a homogeneous appearance in extended light bars and other automotive rear lighting applications. an automobile rear combination lamp (RCL) requires a complex and deep optical assembly consisting of diffusers and light guides to spread the bright points of light from conventional toplooker LEDs without producing visible dark and bright spots. By replacing toplooker LEDs with the SYNIOS®? P1515 sidelookers, automotive manufacturers can achieve a smooth, homogeneous appearance across the width of the vehicle. With the same number of LEDs as in a toplooker-based arrangement, an RCL or turn indicator can be produced with a far thinner and simpler optical assembly. This opens up new potential to create dramatic and distinctive shapes in new RCL designs. Alternatively, a homogeneous appearance can be achieved with the same depth of optical stack as for toplooker LEDs, but with substantially fewer LEDs and LED drivers. With this option, the lamp manufacturer benefits from a reduced bill-of-materials cost and a simpler circuit configuration. The AEC-Q102 qualified SYNIOS®? P 1515 LEDs produce a side-emission output with uniform 360deg light intensity all round the device. Light is also emitted from the top of the LED, but at lower intensity than from the sides, to ensure that applications such as extended rear light bars can be easily realized with no bright or dark spots. The side-emission pattern of the SYNIOS®?P1515 LEDs is enabled by proprietary ams OSRAM optical packaging technology. ams OSRAM optical packaging Technology. ams OSRAM sidelooker LEDs are already widely used in the backlighting for high-performance automotive displays. The SYNIOS®? P1415 family is available for sampling in red (621 nm), super-red (633 nm) and yellow (587 nm) now. Production volumes are available now.
Major Estimate Revision • Jan 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -€3.79 to -€4.29 per share. Revenue forecast of €3.60b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.3% next year. Consensus price target down from CHF5.51 to CHF4.96. Share price was steady at CHF1.92 over the past week.
New Risk • Dec 27New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 277% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding).
分析記事 • Dec 25ams-OSRAM AG (VTX:AMS) Stock Catapults 55% Though Its Price And Business Still Lag The Industryams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 55% in the last...
Major Estimate Revision • Dec 13Consensus EPS estimates upgraded to €4.38 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.91 to -€4.38 per share. Revenue forecast unchanged from €3.61b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.09% next year. Consensus price target down from CHF6.16 to CHF5.73. Share price rose 3.9% to CHF1.95 over the past week.
お知らせ • Dec 05ams-OSRAM AG Releases New Multi-Led Packageams OSRAM released a new multi-LED package which offers more than 40% higher radiant intensity than the previous generation product, resulting in higher accuracy PPG (photoplethysmography) measurements in smart watches, wristbands and other wearable devices. The SFH 7018 features a highly reflective QFN (Quad Flat No Leads) package for significantly increased light output. In addition, an improved two-cavity design separates the green LED from the red LED and infrared (IR) LED: the spacing and optical isolation ensure that the light sources are optimally placed relative to their photodiodes and reduce interference between the green light (for heart rate measurements) and the red light and IR source (for blood oxygen saturation, or SpO2, measurements). Furthermore, the green chip does not cause the red and IR chips to fluoresce due to cross-excitation from the shorter wavelength. The optimized form factor of the surface-mount QFN package - just 0.6 mm high - makes it easy to integrate the module into any type of wearable device. Despite its compact size, the SFH 7018 provides dual driving capability with optimized forward voltage headroom and reduced overall power consumption. The SFH 7018's improvement in radiant intensity is dramatic: the red and IR LEDs are more than 40% brighter than in the existing SFH 7016, and the green LED in the SFH 7018A version of the product is 80% lighter, while in the SFH 7018B version, the green LED is more than twice as bright. The brightness of the SFH 7018 at each of the red, green and IR wavelengths also greatly exceeds that of today's best-performing competing product. Since all vital signs monitoring devices face the challenge to detect little modulations of already small light signals, the result of scattering and absorption in tissue (depending on various factors), the amount of lightitted by the LEDs strongly affects system performance. When more light is modulated by the blood flow and subsequently reaches the photodiode, signal quality improves, yielding higher accuracy and better repeatability of measurements. The SFH 7018 enables this superior performance by emitting more light into the body. The SFH 7018 is available in two versions: SFH 7018A is optimized for low forward voltage at high currents, allowing for operation without a costly voltage booster. SFH 7018B is optimized for maximum radiant intensity. Both variants are in volume production now.
お知らせ • Nov 24ams OSRAM Releases RGB Versions of High-Power OSTAR Projection Compact LEDs for Machine Vision and Stage Lightingams OSRAM adds Red, True Green and Blue colors to its OSTAR Projection Compact family of low-profile, ultra-high brightness LEDs, to enable manufacturers of machine vision systems or stage lighting fixtures to create more powerful and slimmer products. ams OSRAM already offered a White option in this package specification, that time known as OSLON Boost. The new LEDs are ideal for premium high-power lighting products because of their high current density and very high brightness. Featuring a new rectangular ams OSRAM 2 mm2 chip, these LEDs produce very high luminous output – the True Green version is the brightest 520 nm product in its class (1000 lm at 6 A). The OSTAR Projection Compact LEDs can be packed very closely together in high-power luminaire designs because of their excellent thermal dissipation and small, flat package. The thermal resistance is just 1.4 K/W, while the 4040 package has dimensions of 4.0 mm x 4.0 mm x 0.75 mm. The LEDs’ low profile enables lighting equipment and vision system manufacturers to reduce the size of their products without compromising brightness and performance. Compared to competing products with a domed primary lens, the flat package of the OSTAR Projection Compact LEDs makes them very easy to couple into optics, giving considerable flexibility to optimize the optical performance of the products for individual applications. All the OSTAR Projection Compact LEDs share the same footprint, enabling easy exchanging of colors in variants of a single board design. Winfried Schwedler, Marketing Manager of ams OSRAM, said: ‘The excellent current-carrying capability, low thermal resistance and low profile of the OSRAM OSTAR Projection Compact LEDs means that machine vision products and stage lighting equipment can produce an impressively powerful output in any color. These LEDs can also offer high value in projectors and in architectural lighting units such as wall washers. Key features of the OSTAR Projection Compact family are: KR CULPM1.23 - Red - 650 lm at 6 A; KT CULPM1.13 - True Green - 1000 lm at 6 A'' B CULPM1.14 - Blue - 7200 mW at 8 A and KW CULPM1.TG - White - 1700 lm at 10 A.
お知らせ • Nov 22ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million.ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million. Security Name: Shares Security Type: Common Stock Securities Offered: 724,154,662 Price\Range: CHF 1.07 Transaction Features: Rights Offering
分析記事 • Nov 19Is ams-OSRAM (VTX:AMS) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Nov 15ams OSRAM Launches the AS7058ams OSRAM launches the AS7058, an analog front end (AFE) which enables manufacturers of smart watches, smart rings and other wearable devices to improve the accuracy and reliability of vital signs measurements derived from photoplethysmographic (PPG) or electrical signals while extending battery run-time. The new AS7058 also provides a new means for differentiating wearable products, introducing the capability to perform body impedance measurement, for analysis of body composition. The AS7058’s ultra-low noise characteristics produce a very high optical signal-to-noise ratio of 120dB. This enables substantial improvements, compared to competing products, in PPG measurement performance in the parameters of heart rate, respiration rate, blood oxygen saturation (SpO2), and blood pressure. The outstanding optical noise performance of the AS7058 is the result of developments including the integration of two low-noise, 20-bit analog-to-digital converters (ADCs), the provision of integrated low-noise LED drivers, and the introduction of new automatic ambient light offset correction technology. The signal-to-noise ratio of the AS7058 also enables wearable device manufacturers to reduce power consumption by driving the device’s LEDs at lower current while maintaining high signal integrity. The AS7058 incorporates a comprehensive set of capabilities for optical and electrical measurement of vital signs. It includes: Two current sinks for driving eight LED emitters (four LEDs/current sink); Eight photodiode inputs; Two 20-bit ADCs for PPG measurement; A 20-bit digital-to-analog converter (DAC) for electrical measurements – electrocardiogram (ECG), body impedance measurement (BIO-Z), or electrodermal activity (EDA). The device’s medical-grade ECG measurements conform to the specifications of the IEC 60601-2-47 standard. The two PPG ADCs perform simultaneous photodiode data acquisition. Measurements of PPG and ECG signals can also be synchronized to enable measurement of blood pressure. The rich set of features in the AS7058 is integrated into a compact WLCSP chip which has dimensions of 2.8 mm x 2.5 mm x 0.5 mm. The AS7058 joins a broad portfolio of optical and electrical products from ams OSRAM that provide a unified source of components and system know-how for every aspect of vital signs monitoring in consumer devices. ams OSRAM products for vital signs monitoring include LEDs, photodiodes and temperature sensors as well as the AS705x series of AFEs. The hardware products are supported by algorithms for measurement functions such as heart rate, respiration rate and SpO2. ams OSRAM also supplies a complete hardware demonstration system for vital signs monitoring in a smart watch form factor. Customers can benefit from the experience gained in its development to reduce design risk and accelerate time to market. The AS7058 AFE is available for sampling.
Reported Earnings • Nov 02Third quarter 2023 earnings released: €0.21 loss per share (vs €1.42 loss in 3Q 2022)Third quarter 2023 results: €0.21 loss per share (improved from €1.42 loss in 3Q 2022). Revenue: €904.0m (down 26% from 3Q 2022). Net loss: €55.0m (loss narrowed 85% from 3Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 01ams-OSRAM AG to Report Fiscal Year 2023 Results on Feb 09, 2024ams-OSRAM AG announced that they will report fiscal year 2023 results on Feb 09, 2024
お知らせ • Oct 20Ams Osram Adds Four New Leds to Its Family of Ostar Projection Power Productsams OSRAM added four new LEDs to its family of OSTAR Projection Power products. The new LEDs produce superior optical performance in projection equipment that is based on a 0.33" DLP (Digital Light Processing) imager. The new OSTAR Projection power LE xx P1MS/AS LEDs have a very close etendue match with the 0.33" DLP imager. The LEDs are available in Blue, Amber, Deep Blue and converted Green colors. When used in a typical four-channel configuration, these OSTAR ProjectionPower LEDs produce an output of 880 lm on projector level. This is 5% brighter than the next best 0.33" DLP-compatible LEDs available from competitors, according to internal ams OSRAM tests. The OSTAR®? Projectionpower LExx P1MS/AS LEDs are supplied in a compact package with a footprint of just 6.8 mm x 7.6 mm. The package has a copper metal-core PCB with isolated solder pad, making thermal system design easier and reducing the cost of thermal components. The excellent thermal performance of the OSTAR®? Projection POWER LE xx P1MS/AS also supports very high current density and brightness - 6.6 A/mm2 for the Blue, Deep Blue and converted Green LEDs, and 4.5 A/mm2 for Amber. In multi-channel configurations, the LEDs support serial connection with a low forward current, enabling the use of a simpler, lower-cost LED driver.
