ON Semiconductor

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ON Semiconductor is a leading supplier of power and analog semiconductors with a strong focus on automotive, particularly silicon carbide chips for electric vehicle powertrains and image sensors for ADAS applications.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($7.2B)

Datos estáticos (cargando finanzas en tiempo real…)

Power Solutions Group (45%)

Advanced Solutions Group (35%)

Intelligent Sensing Group (20%)

Composición de segmentos y clientes principales

Detalles del producto

Silicon Carbide (SiC) MOSFETs30%

SiC power modules for EV traction inverters and onboard chargers

IGBT Modules25%

Insulated-gate bipolar transistors for industrial and automotive power conversion

Image Sensors30%

CMOS image sensors for automotive ADAS and industrial machine vision

Relaciones en la Cadena de Suministro

Clientes Clave

Tesla, Inc.

SiC power modules for EV inverters

Impacto: $500M+ — major EV customer

BYD Company

SiC MOSFETs and image sensors

Impacto: Growing EV customer

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

Impacto: Medium — foundry partner for sensors

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Últimas noticias

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Información de la Empresa

Sede Central

Scottsdale, Arizona, USA

Fundación

1999

Empleados

33,000+

Sitio Web

onsemi.com

Estado del sector — 반도체

Noticias del sector