New Risk • 9h
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% 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 (13% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€65m net loss in 2 years). Announcement • May 22
ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027 ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027 Announcement • May 21
ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027 ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027 Announcement • May 14
ams-OSRAM AG, Annual General Meeting, Jun 10, 2026 ams-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 Announcement • May 09
ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026 ams-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. Announcement • Mar 20
ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Development ams-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. Announcement • Feb 11
ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026 ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026 Announcement • Feb 10
ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026 ams-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. Announcement • Aug 29
Ams OSram Announces New High-Resolution dToF Sensor Seeks the difference The 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. Announcement • Jun 27
ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026 ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026 Announcement • May 29
ams-OSRAM AG, Annual General Meeting, Jun 26, 2025 ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria Announcement • Apr 30
ams-OSRAM AG Provides Group Earnings Guidance for the Second Quarter of 2025 ams-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. Announcement • Feb 18
ams-Osram AG Announces Two New Sensor Modules ams-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. Announcement • Nov 14
ams-OSRAM AG to Report Q4, 2024 Results on Feb 11, 2025 ams-OSRAM AG announced that they will report Q4, 2024 results on Feb 11, 2025 Reported Earnings • Nov 09
Third quarter 2024 earnings released: EPS: €0.24 (vs €2.10 loss in 3Q 2023) Third 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 is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Announcement • Sep 03
Focuslight 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. Announcement • Aug 16
ams OSRAM to Introduce 8-Channel 915nm SMT Pulsed Laser ams 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. Reported Earnings • Jul 30
Second quarter 2024 earnings released: €0.04 loss per share (vs €5.14 loss in 2Q 2023) Second 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 is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 16 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 29
First quarter 2024 earnings released: €0.72 loss per share (vs €0.51 loss in 1Q 2023) First 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 is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance. Announcement • Mar 22
Imprinted Data Matrix Code on ams OSRAM LEDs Now Enables Automotive Manufacturers to Streamline Their Production ams 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. Reported Earnings • Feb 11
Full year 2023 earnings released: €5.20 loss per share (vs €1.70 loss in FY 2022) Full 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 is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Announcement • Feb 10
ams-OSRAM AG to Report Q1, 2024 Results on Apr 26, 2024 ams-OSRAM AG announced that they will report Q1, 2024 results on Apr 26, 2024 Announcement • Jan 19
ams OSram Launches Sidelooker, Low-Power LED ams 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. New Risk • Dec 27
New major risk - Shareholder dilution The 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 (19% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding). Announcement • Dec 05
ams-OSRAM AG Releases New Multi-Led Package ams 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. Announcement • Nov 24
ams OSRAM Releases RGB Versions of High-Power OSTAR Projection Compact LEDs for Machine Vision and Stage Lighting ams 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. Announcement • Nov 22
ams-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 Announcement • Nov 15
ams OSRAM Launches the AS7058 ams 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 03
Third 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 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Announcement • Nov 01
ams-OSRAM AG to Report Fiscal Year 2023 Results on Feb 09, 2024 ams-OSRAM AG announced that they will report fiscal year 2023 results on Feb 09, 2024 Announcement • Oct 20
Ams Osram Adds Four New Leds to Its Family of Ostar Projection Power Products ams 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. Announcement • Sep 27
ams OSRAM Reveals the Development of its ALIYOS LED-On-Foil Technology ams OSRAM revealed the development of its ALIYOS LED-on-foil technology, which opens up all-new possibilities for design freedom and creativity in automotive lighting. Using ALIYOS technology, car makers will be able to express brand personality through exterior and interior lighting in previously unattainable ways, as well as to introduce completely new three-dimensional lighting and animation effects for displaying dynamic individual messages and information signals to drivers and other road users. Transparent, flexible, thin LED lighting The ALIYOS technology enables ams OSRAM to apply mini-LEDs on a thin, flexible and transparent substrate. Connected by almost invisible metal traces, the mini-LEDs can be arranged with a large degree of freedom to form individually addressable segments of any shape. They can be positioned to perform standard lighting functions such as a stop light or turn indicator, but with unique, custom shapes and animation effects. The mini-LEDs can also be used to display symbols, words, images or abstract patterns for decoration, information, or warning. Transparency, an outstanding feature of ALIYOS technology, in combination with mini-LEDs, means that light can appear out of nowhere. In addition, multiple foil assemblies can be placed one behind the other to create dramatic new 3D lighting and animation effects. ams OSRAM is now working with the world’s leading automotive Tier One suppliers and OEMs to explore the new possibilities in automotive interior and exterior lighting. One demonstration design exploits the transparency of the ALIYOS foil substrate to produce new 3D effects in rear lights: a transparent array of three ALIYOS LED foils mounted one behind the other creates a sense of depth. Another design shows that ALIYOS LED-on-foil technology can be applied to curved body panels, and is invisible when turned off, creating the effect of ‘Light out of nowhere’. Reported Earnings • Aug 01
Second quarter 2023 earnings released: €5.14 loss per share (vs €0.22 profit in 2Q 2022) Second quarter 2023 results: €5.14 loss per share (down from €0.22 profit in 2Q 2022). Revenue: €851.0m (down 28% from 2Q 2022). Net loss: €1.34b (down €1.40b from profit in 2Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Announcement • Jul 28
ams OSRAM Opens New Era of Dynamic Interior Automotive Lighting with Launch of Intelligent RGB LED ams OSRAM introduced new technology which greatly simplifies the implementation of dynamic, color- and intensity-changing arrays of hundreds of RGB LEDs in car interior lighting. The new OSIRE® E3731i RGB LED features a digital core that enables low-latency communication over a standard serial bus interface with any microcontroller. ams OSRAM has also developed a new Open System Protocol (OSP) running on the OSIRE® E3731i. Using OSP, any microcontroller can transmit instructions to modulate brightness and color individually to each LED. OSP is available for use license- and royalty-free by any car, LED, lighting system or microcontroller manufacturer. By using the OSIRE® E3731i LED and OSP, automotive manufacturers can realize novel dynamic lighting effects in the car interior. Up to 1,000 LEDs can be connected in a daisy chain, controlled via one microcontroller. Intelligence built in to every LED: The development of the new intelligent LED draws on the extensive capabilities of ams OSRAM in optical technology and IC design and fabrication. The OSIRE® E3731i is a high-performance RGB LED co-packaged with an IC that features three LED drivers, a serial bus interface supporting the OSP, a temperature sensor and on-chip memory. Each intelligent RGB LED is characterized at the factory, and its optical performance data are stored in the LED’s on-chip memory. This makes it easier for automotive manufacturers to perform end-of-line calibration of interior lighting systems, and to achieve very high optical uniformity and consistency across arrays of hundreds of OSIRE® E3731i LEDs. Announcement • Jul 23
ams-OSRAM AG Appoints Juergen Rebel as Senior Vice President, Investor Relations ams OSRAM announced that Juergen Rebel has taken on the role as Senior Vice President, Investor Relations at ams OSRAM. Juergen brings a unique blend of Investor Relations, Private Equity, General Management and Customer experience to this role. He spent time in the Private Equity sector and worked as a Principal through the full PE lifecycle. Prior to taking on this role, he held senior leader roles at the Group, most recently as Senior Vice President & General Manager of the optical sensor and component businesses. Previously, Juergen worked at Infineon Technologies AG, where he held multiple senior leader roles including Senior Vice President and General Manager Embedded Security Solutions, and Corporate Vice President of Investor Relations. Before that, he worked as Principal in the Private Equity sector at Praefinium Partners and was responsible for global sales at Qimonda AG. Juergen studied Electronic Engineering at Technical University Munich and at Oxford University. He holds an MSc in Engineering, and an MBA from the Technical University Munich. He received his PhD in Computational Electromagnetics from the Technical University, Munich in 2000. Announcement • Jul 22
ams-OSRAM AG Launches Intelligent Multipixel EVIYOS® 2.0 LED for Precision Adaptive Headlights ams-OSRAM AG introduced a ground-breaking innovation in automotive forward lighting with the launch of EVIYOS(R) 2.0, a new type of intelligent multipixel LED that enables fully adaptive, dynamic headlight operation and image projection. EVIYOS®? 2.0 can selectively illuminate the road ahead to maximize the driver's view in high-beam mode without creating the glare typically experienced by other road users. The chip's 25,600 individually controllable LEDs with a pixel pitch of 40 um can also project high-resolution images on to the road surface, for instance to display warning symbols to the driver or other road users, or to guide the driver past obstacles. Use of EVIYOS®?2.0 dramatically improves road safety by increasing the time for drivers to react to hazards that would be invisible or partially hidden with conventional headlights. The superior view of the road also promises to transform the driver's experience of the road at night, making night driving both easier and safer. Until now, many automotive safety features have been designed to keep the driver and passengers inside the vehicle safe. EVIYOS(R), 2.0 goes a step further. Through the ability to project images on the road at night, the car communicates in new ways both to the driver, but also to others in the car's surroundings. For example, headlights based on EVIYOS(R") 2.0 can project a snowflake symbol on to the road surface to warn of icy or slippery conditions, helping to heighten awareness of danger and so reducing the risk of accidents. The innovative EVIYOS(R). 2.0, the result of 10 years of continuous engineering development at ams OSRAM, is now in volume production. Monolithic architecture produces homogeneous light output: The design of EVIYOS(R) 2.0 draws on multiple ams OSRAM innovations in chip design and fabrication. The 25,600 pixels are fabricated in a monolithic u-LED chip array, which enables ams OSRAM to achieve exceptionally high uniformity of color and brightness. The EVIYOS(R') 2.0 product consists of the multipixel emitter and a driver which individually controls the operation of each of the 25,600 LEDs. In Adaptive Driving Beam systems, the multipixel headlamp is mounted in a lensed headlamp assembly, and combined with an intelligent camera for scanning the scene in front of the vehicle. This enables the headlamp in high-beam mode to dynamically switch off enough LEDs to avoid glare for other road users while maximizing the driver's view of the road. Dynamic control of individual LEDs also enables the headlight to project accurately along curves, extending the driver's view of the Road ahead. EVIYOS(R)2.0 is a high-output, high-efficiency automotive light source that enables energy saving in vehicles: only those LEDs are energized that are required to maximize the driver's view safely, so light is not wasted. The LED chip has a compact 40 mm2 footprint to ease integration in sleek headlamp assemblies and is available with a 1:4 (25,600 pixels) or 1:3 (19,200 pixels) aspect ratio. First design implementation with Marelli: microLED module uses EVIYOS® 2.0: Several globally significant car manufacturers and Tier One suppliers are designing EVIYOS® 2.0 into new product concepts. For instance, Marelli has announced its first multipixel LED headlight module to be based on EVIYOS® 2.0: the h-Digi® microLED. Announcement • Jul 12
ams OSRAM Launches TCS3530 ams OSRAM has launched the TCS3530, its color sensor which enables a smartphone camera to achieve near-perfect color rendition in any lighting conditions, and helps displays to produce a more natural picture quality. The TCS3530 also features a new fully integrated optical assembly that makes production operations simpler for smartphone, camera and display manufacturers. The TCS3530 color sensor produces an XYZ tri-stimulus response, which means that its three-channel output closely matches the response of the average human eye’s three sets of color-sensitive light receptors. It is the most sensitive XYZ color sensor that ams OSRAM has ever created, producing accurate measurements of chromaticity and illuminance in all conditions, from bright sunlight to near darkness. The sensor’s XYZ light measurements are converted in the chip to chromaticity coordinates precisely located in CiE color space. This enables ultra-accurate automatic white balancing in cameras, resulting in natural rendition of object colors in all conditions including: Images captured under distorting light sources, such as fluorescent lamps or LEDs; Images dominated by large blocks of non-white color. The TCS3530 in displays, monitors and televisions enables superior color management in all ambient lighting conditions – algorithms can use the sensor’s outputs to adjust the display’s whitepoint to match the ambient light whitepoint, resulting in more accurate and pleasing color rendering and perceived picture quality. Integrated diffuser improves performance, saves space, and reduces design complexity: The high performance of the TCS3530 color sensor results from a series of ams OSRAM innovations in optical chip technology and packaging. These include a new 8-channel configuration consisting of the XYZ channels, an infrared channel, and four reference channels. The TCS3530 also includes a new high-speed flicker detection capability up to 7 kHz, to enable the elimination of interference from flickering AC mains-driven lights and LEDs during image and video capture. The TCS3530’s new optical assembly includes a built-in diffuser. This eliminates the need for the end-product manufacturer to design and build their optical assembly with an external diffuser. This greatly simplifies the optical design effort and manufacturing. The TCS3530’s assembly has a precisely engineered distance between sensor and aperture and benefits from exact diffuser placement. Combined with 100% end-of-line calibration, the TCS3530’s integrated architecture produces extremely consistent optical performance from one unit to the next. It also relieves manufacturers of the need to perform expensive and complex sensor system calibration at the factory. The integrated assembly is also thinner than a discrete arrangement with an external diffuser, enabling smartphone manufacturers to accommodate the color sensor more easily in ultra-compact product designs. The TCS3530 True Color Sensor is housed in a 2.5 mm x 1.8 mm x 1.5 mm OLGA package. It is available for sampling now. Announcement • Jul 07
ams-OSRAM AG Announces the Appointment of Rainer Irle as Director ams-OSRAM AG announced the appointment of Rainer Irle as a director of the Issuer with effect from 03 July 2023. Announcement • Jul 04
Ams-Osram Ag Announces Rainer Irle Joins as CFO ams OSRAM announces that Rainer Irle has started in his role as the CFO of ams OSRAM. He was named to the role in March 2023. Before joining ams OSRAM, Rainer held the position of CFO at Siltronic AG, one of the world's manufacturers of hyperpure silicon wafers for the semiconductor industry. A long time veteran of the semiconductor industry, he held various finance executive management roles within Siltronic and Wacker Chemie AG and was instrumental for establishing Siltronic as a listed company in the German MDax. ams OSRAM combines light sensing and emitting to make journeys safer, medical diagnoses more accurate, industrial applications more efficient and everyday moments of communication a richer experience. Announcement • Jun 23
ams OSRAM Introduces Third Generation of its OSLON Compact PL Family of Automotive LEDs ams OSRAM introduced the third generation of its OSLON® Compact PL family of automotive LEDs, with a technical improvement of 8% higher brightness than the second generation. By producing the luminous output required by safety specifications with fewer LEDs, the new OSLON® Compact PL LEDs offer manufacturers of automotive forward lighting higher value and new design options. Compact LEDs housed in a robust ceramic package, the OSLON® Compact PL products are a common component of forward lighting assemblies across all segments of the automotive market, from budget to premium. ams OSRAM has supplied approx. 100 billion LEDs in vehicles since 1990, making it a clear leader in the automotive lighting market, and a key enabler of the improved safety record of vehicles on the road. The widely used OSLON® Compact PL products provide a reliable, standards-compliant light output for high- and low-beam headlamps and for daytime running lamps. The third-generation OSLON® Compact PL continues a long trend of increasing energy efficiency. Since 2017, ams OSRAM has increased the efficacy of this popular product family by 33%, (24.6 lm/W). The increasing efficacy of these LEDs enables car manufacturers to reduce the climate impact of operating vehicle lighting systems. The higher brightness of the new OSLON® Compact PL also gives lighting equipment designers a wider set of options for the choice of components in the optical assembly, such as light guides. The new AEC-Q102 qualified OSLON® Compact PL is based on ams OSRAM’s advanced UX.3 chip. It is certified for corrosion robustness to Class 3A. The single-chip variant produces a typical luminous output of 440 lm, compared to the second generation’s 405 lm. The OSLON® Compact PL is also available in 2-, 3- and 4-chip variants, and with a light emitting surface area of up to (1150 µm). Two package options are available. The three-pad version includes one isolated thermal pad for increased heat dissipation. The two-pad version has larger pads to provide a more stable bond with a low-cost aluminum PCB. The six products in the 3rd generation OSLON® Compact PL series are: KW CWLPM3.TK – single 1150 µm chip, two-pad LED, typical 455 lm output; KW CELNM3.TK – single 1030 µm chip, three-pad LED, typical 440 lm output; KW CWLNM3.TK – single 1030 µm chip, two-pad LED, typical 440 lm output;; KW2 CFLNM3.TK – dual 1030 µm chip, four-pad LED, typical 880 lm output; KW3 CGLNM3.TK – triple 1030 µm chip, four-pad LED, typical 1320 lm output; KW4 CHLNM3.TK – quad 1030 µm chip, four-pad LED, typical 1760 lm output. The OSLON® Compact PL is available to order for volume production now. Announcement • Jun 14
Ams Osram Extends Success in Horticulture Lighting with Hyper Red Innovation - Reinforces Market Leadership and Unrivaled Performance in Horticulture Lighting ams OSRAM introduced the fifth generation of its popular OSLON®? Square Hyper Red horticulture LED designed to offer faster plant growth and enable optimized system cost. The company continues to provide important innovation based on customer input by creating LED solutions that produce high photosynthetic photon flux (PPF) at higher efficacy than the previous generation of Hyper Red 660 nm LEDs. The new OSLON®? Square hyper Red LED is intended for use in all horticulture lighting applications including greenhouse toplight and interlighting, sole source lighting, and vertical farming applications. The new Hyper Red LED (part number GH CSSRM6.24), achieves wall plug efficiency of 78.8 % at a junction temperature of 25degC, compared with 76.8 % to the previous generation. It will enable indoor growers to cut energy cost for illuminating all types of crops grown under artificial lighting, including vegetables, flowers and medicinal plants. In addition, being a ceramic based package, the OSLON®? Square family of LEDs has a strong and proven reputation as a robust and reliable high-power LED leading to high tolerances against humidity and other harsh conditions experienced in indoor farming. In longevity, the new GH CSSRM6.24 LED raises the standard, achieving an exceptionally long Q90 lifetime of 102,000 hours enabling stable harvesting results. The LED also withstands ESD strikes of up to 8 kV according to the ANSI/ESDA/JEDEC JS-001 standard (human body model). important technology specifications include: PPF is 5.96 umol/s at 700 mA, and 3.02 umol/s at 350 mA. PPF efficacy is 4.32 umol/J at 700 mA, and 4.62 umol/J at 350 mA. Peak wavelength is 660 nm, and the dominant wavelength is 640 nm. Spectral bandwidth is 25 nm. 3.0 mm x 3.0 mm footprint for the ceramic package with silicone lens. Announcement • Jun 13
ams OSRAM Unveils Latest Horticulture News: Enhanced 640 nm Red Addition Expands OSLON Optimal Horticultural LED Series ams OSRAM has extended its OSLON Optimal family of horticultural lighting LEDs with a new 640 nm Red LED, which enables indoor farmers to produce faster and healthier plant growth. Providing broader coverage of the red portion of the spectrum, the new 640 nm Red LED joins the 660 nm Hyper Red and 730 nm Far Red in the OSLON Optimal family, which also includes a 450 nm Deep Blue LED and a horti white LED. It has been common practice in horticulture to illuminate crops with a mix of 660 nm, 450 nm and 730 nm, or 660 nm and white LEDs for plants that require full-spectrum light. Initial research conducted by Wageningen University on behalf of ams OSRAM shows that a double red peak (640 nm and 660 nm) in combination with horti white white increases the dried biomass level in indoor growing environments. In addition, the use of the OSLON Optimal Red helps prevent photo bleaching in some plant varieties. Experience shows that it can also prevent the incidence of fungal and bacterial infection in leafy greens such as basil. The new OSLON Optimal Red product can play an important part in raising energy efficiency and reducing the cost of electric power in all horticultural lighting applications, including greenhouse topliating and interlighting, and vertical farming. Producing 3.53 umol/J, it achieves very high wall plug efficiency of 66.3 %. The LED's radiant flux is 485 mW, and photon flux is 2.58 umol/s. Peak wavelength is 640 nm and the dominant wavelength is 630 nm. Robust ceramic package for high reliability The OSLON Optimal LEDs are high-power ceramic packages based on a 1 mm2 die and a standard 3030 footprint with a Lambertian emission profile. The OSLON Optimal portfolio of products, based on the latest ams OSRAM 1 mm2 chip technology, provide very stable light output over a wide temperature range, as well as very low thermal resistance and long lifetime. The new Red product is suitable for horticultural purposes as well as for use in general lighting applications such as architainment and signal lighting. The OSLON Optimal Red LED can be ordered now in production volumes using the part number GR CSSRML.24. Announcement • May 31
ams OSRAM Adds Reliable, Built-In Eye Safety Feature in Latest IR VCSEL Emitter for In-cabin Sensing Applications ams-OSRAM AG has enhanced its portfolio of infrared laser modules for automotive in-cabin sensing with the TARA2000-AUT-SAFE vertical-cavity surface-emitting laser (VCSEL) family, which offers a more reliable and robust eye safety feature than existing automotive VCSEL modules. A top-10 global car manufacturer has already selected this new product for a new design, and ams OSRAM will supply it in mass production volumes starting in 2024. The new TARA2000-AUT-SAFE, which produces a tightly controlled beam of infrared light at a peak wavelength of 940nm, is suitable for the same use cases as the existing TARA2000-AUT family: driver monitoring, gesture sensing, and interior (cabin) monitoring. It consists of an ams OSRAM VCSEL chip and micro-lens array (MLA) packaged in a compact module. The TARA2000-940-W-AUT-SAFE, which has a wide field of illumination of 116° x 87°, is optimized for cabin monitoring with 2D near infrared (NIR) imaging and 3D indirect time-of-flight (iToF) cameras. A forthcoming version with a narrow field of illumination of 46° x 41°, the TARA2000-940-UN-AUT-SAFE, is suitable for driver monitoring. It is currently sampling with customers. ams OSRAM has a history of providing OEMs and Tier 1 companies witih automotive-qualified, advanced technology for in cabin sensing. The company previously released the world’s first AEC-Q102 qualified and ISO 26262 compliant VCSEL flood illuminator, the TARA2000-AUT, which has been in mass production and shipping to multiple automotive customers since Second Quarter 2021. Continuing the stream of innovation, the TARA2000-AUT-SAFE family offers increased reliability and simpler implementation for automotive manufacturers, due to the new, built-in interlock loop method for protecting eye safety. The new device’s resistive interlock circuitry is integrated on the MLA. Providing a near-instant response (<1µs) to fault conditions, the TARA2000-AUT-SAFE can directly detect faults that could compromise eye safety, such as diffuser cracking or shear-off. The TARA2000-AUT-SAFE solves various design and implementation challenges, and at a lower cost than competing products on the market today. The fast and reliable response is in contrast to the built-in photodiode method for eye safety protection in competing automotive VCSELs. In competing products, the photodiode signal is prone to faults caused by non-eye-safety related factors such as reflective objects in front of the VCSEL module, impairing the system’s ability to protect eye safety. Also, the TARA2000-AUT-SAFE’s interlock loop is easier to integrate, as its read-out circuit only requires one AND gate or MOSFET. In comparison, the complex read-out circuit of photodiode includes an increased number of more expensive components. This means that the photodiode method results in a higher bill-of-materials cost, as well as a slower response to events that carry a risk to eye safety. In addition, the photodiode’s response is strongly temperature-dependent, making system design more complex and less reliable. This is a particular drawback for automotive applications, which are exposed to a wide range of operating temperatures. Announcement • May 04
ams-OSRAM AG Announces Board Changes ams-OSRAM AG announced resignation of Alexander Everke as a director with effect from 31 March 2023, appointment of Aldo Kamper as a director of the Issuer with effect from 01 April 2023 and resignation of Ingo Bank as a director of the Issuer with effect from 30 April 2023. Reported Earnings • Apr 30
Full year 2022 earnings released: €1.70 loss per share (vs €0.12 loss in FY 2021) Full year 2022 results: €1.70 loss per share (further deteriorated from €0.12 loss in FY 2021). Revenue: €4.82b (down 4.3% from FY 2021). Net loss: €444.0m (loss widened €413.0m from FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Announcement • Feb 03
ams-OSRAM AG Introduces AS5911, a 256-Channel Analog-To-Digital Converter for Digitizing Signals from Photodiode Arrays in High-Performance Computed Tomography Scanners ams-OSRAM AG introduced the AS5911, a 256-channel analog-to-digital converter for digitizing signals from photodiode arrays in high-performance computed tomography (CT) scanners. The AS5911, housed in a 14mm x 14mm FBGA, is a system-in-package solution that performs simultaneous current-to-digital conversion of the outputs from 256 photodiodes in a CT detector. Smaller than current competing specialist ADCs for CT detectors, the AS5911 has a reduced footprint that facilitates its integration in a variety of detector form factors, including 4-side buttable solutions due to its reduced external bill of materials (BOM) and embedded components. The AS5911 leads to lower system complexity by having integrated LDO voltage regulators, reference voltages, a temperature sensor, supply decoupling capacitors and on-chip calibration features. The power dissipation is yet an additional significant benefit of the AS5911. At just 1.25mW per channel in low-power mode, it consumes less power than existing products on the market. Its low power consumption facilitates temperature stabilization strategies by CT scanner manufacturers, ultimately yielding better system performance and potential savings in thermal management. The ams OSRAM proprietary ADC architecture, which features zero dead time, exhibits an excellent power-to-noise trade off. In low-noise mode, the input-referred noise is below 0.29fC at an input current range of 0.5µA. Low noise is a hallmark of high-performance CT detectors, a critical aspect for image quality, specifically at low X-ray dose. The AS5911 features on-chip calibration functions for parameters such as offset voltage, linearity, offset charge and leakage current. This allows to automatically set the photodiode and the front-end at their ideal operating point, compensating for offsets and non-linearities of the signal chain. The embedded auto-calibration functions reduce development effort in the data acquisition system and potentially enable the use of a lower-cost FPGA requiring less computational power. The reduction of complexity of CT detector module design is also supported by features such as built-in diagnostics and the freedom to operate the device in two different power supply strategies. The device can operate in true ground mode and single analog supply. Full-scale range, power modes and digital readout features, are configurable over a SPI-compatible serial interface, as well as the data output modes of the digital LVDS interface. The AS5911 is available for sampling now. Evaluation boards are available directly from ams OSRAM for performance measurements. Announcement • Jan 07
ams OSRAM Releases Industry Leading 0.5Mpixel Global Shutter CMOS Image Sensors to Save Space and Power in Wearable and Mobile Devices ams OSRAM extended its Mira family of pipelined, high-sensitivity, global shutter CMOS image sensors with the launch of the 2.3mm x 2.8mm, 0.5Mpixel Mira050. Highly sensitive to both visible and near infrared (NIR) light, the Mira050 enables engineering designers to save space and power in wearable and mobile devices. The Mira050 is suitable for applications such as eye tracking, gesture tracking and contextual awareness in AR/VR/MR headsets, object detection in robots and 3D depth sensing for face recognition in smart door locks. The Mira050 is designed to pack high performance technology in a miniature package with numerous ultra-low power features. Power consumption is a mere 47mW even at full resolution and a frame rate of 120fps and stand-by power consumption is very low at 60µW. From a technical standpoint, Mira 050 delivers high sensitivity to visible and NIR light that is also matched by high quantum efficiency: from 36% at 940nm and 56% at 850nm in the NIR spectrum and up to 93% at 550nm in the visible light range based on ams OSRAM´s internal testing. The benefit is extra power savings, as the sensor can operate with a low-power illuminator as well as in naturally low-light conditions. On-chip power management additionally adjusts the power supplied to various functional blocks in response to settings for the frame rate and exposure time, helping to extend battery run-time even more. The ams OSRAM engineers designed Mira050 to ease the development of high-performance imaging systems through features such as on-chip event detection and background light subtraction. Advanced pixel technology and unique architecture: In the Mira image sensor family, ams OSRAM uses back side illumination (BSI) technology to implement a stacked chip design, with the sensor layer on top of the digital/readout layer. This allows it to produce the Mira050 in a very efficient chip-scale package. BSI technology also gives the sensor very high sensitivity and quantum efficiency with a pixel size of 2.79µm. Effective resolution of the chip-scale package is 576px x 768px and maximum bit depth is 12 bits, with a bare die version at 600px x 800px. The sensor is supplied in a 1/7” optical format. Programmable registers enable the user to control window co-ordinates, timing parameters and exposure time, and mirror, flipping and cropping functions. The MIPI CSI-2 interface allows for easy interfacing with a processor or FPGA. On-chip registers can be accessed via a Camera Control Interface (CCI) for easy configuration of the sensor. Reported Earnings • Nov 03
Third quarter 2022 earnings released: €1.42 loss per share (vs €0.18 loss in 3Q 2021) Third quarter 2022 results: €1.42 loss per share (further deteriorated from €0.18 loss in 3Q 2021). Revenue: €1.21b (down 5.8% from 3Q 2021). Net loss: €370.0m (loss widened €324.0m from 3Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €5.71, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 79% over the past three years. Announcement • Sep 13
ams-OSRAM AG to Report Q4, 2022 Results on Feb 07, 2023 ams-OSRAM AG announced that they will report Q4, 2022 results at 9:00 AM, Central European Standard Time on Feb 07, 2023 Reported Earnings • Jul 30
Second quarter 2022 earnings released: EPS: €0.22 (vs €0.61 loss in 2Q 2021) Second quarter 2022 results: EPS: €0.22 (up from €0.61 loss in 2Q 2021). Revenue: €1.18b (down 4.5% from 2Q 2021). Net income: €58.0m (up €217.0m from 2Q 2021). Profit margin: 4.9% (up from net loss in 2Q 2021). Over the next year, revenue is expected to shrink by 4.0% compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance. Reported Earnings • May 09
First quarter 2022 earnings released: EPS: €0.057 (vs €0.023 in 1Q 2021) First quarter 2022 results: EPS: €0.057 (up from €0.023 in 1Q 2021). Revenue: €1.25b (down 2.8% from 1Q 2021). Net income: €15.0m (up 150% from 1Q 2021). Profit margin: 1.2% (up from 0.5% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.6% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 09
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: €0.12 loss per share (down from €0.074 loss in FY 2020). Revenue: €5.04b (up 44% from FY 2020). Net loss: €31.0m (loss widened 94% from FY 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to stay flat compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 03
Third quarter 2021 earnings released: €0.18 loss per share (vs €0.34 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: €1.29b (up 5.6% from 3Q 2020). Net loss: €46.0m (loss narrowed 48% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings. Reported Earnings • Jul 31
Second quarter 2021 earnings released: €0.61 loss per share (vs €0.021 profit in 2Q 2020) The company reported a decent second quarter result with improved revenues, although earnings and control over costs were weaker. Second quarter 2021 results: Revenue: €1.24b (up 197% from 2Q 2020). Net loss: €159.0m (down €164.4m from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 37% per year. Reported Earnings • May 06
First quarter 2021 earnings released: EPS €0.03 (vs €0.17 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.28b (up 182% from 1Q 2020). Net income: €6.00m (up €20.3m from 1Q 2020). Profit margin: 0.5% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings. Is New 90 Day High Low • Mar 11
New 90-day low: €17.10 The company is down 1.0% from its price of €17.28 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.73 per share. Reported Earnings • Feb 11
Full year 2020 earnings released: €0.51 loss per share (vs €3.74 profit in FY 2019) The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €3.50b (up 86% from FY 2019). Net loss: €16.0m (down 105% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings. Analyst Estimate Surprise Post Earnings • Feb 11
Revenue beats expectations Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 56%, compared to a 16% growth forecast for the Semiconductor industry in Germany. Is New 90 Day High Low • Feb 10
New 90-day high: €22.70 The company is up 13% from its price of €20.09 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.40 per share. Valuation Update With 7 Day Price Move • Dec 08
Market pulls back on stock over the past week After last week's 17% share price decline to €18.07, the stock is trading at a trailing P/E ratio of 77x, down from the previous P/E ratio of 92.5x. This compares to an average P/E of 59x in the Semiconductor industry in Germany. Total return to shareholders over the past three years is a loss of 68%. Is New 90 Day High Low • Dec 03
New 90-day high: €22.32 The company is up 46% from its price of €15.31 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.85 per share. Reported Earnings • Nov 07
Third quarter 2020 earnings released: €0.33 loss per share The company reported a decent third quarter result with improved revenues, although earnings and control over expenses were weaker. Third quarter 2020 results: Revenue: €1.22b (up 111% from 3Q 2019). Net loss: €88.0m (down 162% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 48%. Over the next year, revenue is forecast to grow 79%, compared to a 18% growth forecast for the Semiconductor industry in Germany. Is New 90 Day High Low • Oct 05
New 90-day high: €20.53 The company is up 39% from its price of €14.80 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.86 per share. 
