Q3 2023 Financial Performance and Strategic Highlights
Addressed application segments grow faster than the overall market
Semiconductor focus markets - product category view vs addressed application segment view
Total Addressable
Semiconductor Markets*
- application view -
2022/CAGR**
Automotive
EUR 4 bn
13% CAGR
Industrial/Medical
EUR 9 bn
4% CAGR
Selected high-volume
Consumer applications
EUR 4 bn
9% CAGR
Optoelectronics &
Sensors
LED market
(incl. microLED)
Light sensors
~€17bn
TAM*** of
CAGR 3.1% ~74bn
~66bn
€66bn
overall
market
*ams OSRAM market model due to lack of suitable external market models
8
**
2022 2026 CAGR due to 2022 was last full year actuals, and cyclical dip in 2023
CAGR 3.4%
~14bn
~16bn
CAGR 8.2%
~2.2bn
~3.1bn
(Source: WSTS)
■2022 2026
(Source: Trendforce)
2022 2026
(Source: WSTS)
2022 2026
*** Total Addressable Semiconductors Market => no dedicated, only partial market reports for ams OSRAM addressed application segments available
amu OSRAMView entire presentation