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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产品与营收

产品营收占比

营收构成 ($7.2B)

静态数据（加载实时财务…）

Power Solutions Group (45%)

Advanced Solutions Group (35%)

Intelligent Sensing Group (20%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Tesla, Inc.

SiC power modules for EV inverters

影响: $500M+ — major EV customer

BYD Company

SiC MOSFETs and image sensors

影响: Growing EV customer

主要供应商

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

影响: Medium — foundry partner for sensors

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Scottsdale, Arizona, USA

成立时间

1999

员工人数

33,000+

官网

onsemi.com

行业概况 — 반도체

行业新闻