Canlı Haber • Jul 04
Infineon Finalizes €570m Acquisition of ams-OSRAM Sensor Portfolio Infineon Technologies has completed the acquisition of ams-OSRAM’s non-optical analog and mixed-signal sensor portfolio for €570m, with the business moving into Infineon’s new Edge Systems division.
The divested portfolio covers high precision position, capacitive and temperature sensors used in automotive, industrial, consumer and medical applications, meaning ams-OSRAM’s remaining activities are now more tightly focused on its optical and lighting technologies.
ams-OSRAM shares trade at CHF20.06, with the stock up 132.8% year to date, indicating a sharp rerating over 2026 so far.
This portfolio sale reshapes ams-OSRAM’s revenue mix and could affect margins, capital allocation and future investment priorities. The key questions now are how management deploys the €570m proceeds and how earnings from the retained optical businesses compare with what has been sold. Duyuru • Jul 02
Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS). Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation.
For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million.
The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026.
Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG.
Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India). Duyuru • Jun 11
ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027 ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027 Canlı Haber • Jun 10
ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into China ams-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. Duyuru • 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 Duyuru • 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 Duyuru • 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 Major Estimate Revision • May 13
Consensus EPS estimates fall by 33%, revenue upgraded The 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. Duyuru • 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. Reported Earnings • May 07
First 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 17
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 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 13
New minor risk - Profitability The 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 23
Full year 2025 earnings: EPS misses analyst expectations Full 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. Duyuru • 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. Reported Earnings • Feb 12
Full year 2025 earnings: EPS misses analyst expectations Full 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. Duyuru • 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 New Risk • Feb 10
New minor risk - Profitability The 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). Duyuru • 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. Reported Earnings • Nov 20
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Duyuru • 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. Reported Earnings • Aug 02
Second quarter 2025 earnings: EPS exceeds analyst expectations Second 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. Major Estimate Revision • Jul 02
Consensus 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. Duyuru • 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 Duyuru • 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 Major Estimate Revision • May 15
Consensus 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. Reported Earnings • May 02
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Duyuru • 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. Reported Earnings • Mar 24
Full year 2024 earnings: EPS misses analyst expectations Full 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 20
Consensus 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. Duyuru • 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. Reported Earnings • Feb 12
Full year 2024 earnings: EPS misses analyst expectations Full 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. Major Estimate Revision • Feb 11
Consensus 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. Major Estimate Revision • Jan 15
Consensus EPS estimates upgraded to €5.40 loss The 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. Major Estimate Revision • Nov 19
Consensus EPS estimates upgraded to €6.57 loss, revenue downgraded The 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. Duyuru • 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 10
Third quarter 2024 earnings: EPS exceeds analyst expectations 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 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. Duyuru • 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. Duyuru • 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: EPS exceeds analyst expectations while revenues lag behind 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 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. Reported Earnings • Apr 29
First quarter 2024 earnings: EPS exceeds analyst expectations 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 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. Major Estimate Revision • Apr 15
Consensus 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. Duyuru • 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. Major Estimate Revision • Mar 06
Consensus 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 01
Consensus EPS estimates upgraded to €0.10 loss The 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. Major Estimate Revision • Feb 20
Consensus 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. Reported Earnings • Feb 11
Full year 2023 earnings: EPS misses analyst expectations 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 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. Duyuru • 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 Major Estimate Revision • Feb 07
Consensus EPS estimates upgraded to €3.66 loss The 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. Duyuru • 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. Major Estimate Revision • Jan 18
Consensus 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 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 (18% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding). Major Estimate Revision • Dec 13
Consensus EPS estimates upgraded to €4.38 loss The 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. Duyuru • 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. Duyuru • 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. Duyuru • 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 Duyuru • 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 02
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 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.