Monetizing Innovation and Financial Reconciliation

Semiconductors: Positive sequential development across markets Semiconductors segment, like-for-like Q2 development QoQ & YoY (excl. disposal effects), figures in EURM Q1 2023 Q2 2023 445 QoQ revenue development YoY revenue development +6% -38% -7% -28% 238 +7% 284 225 +19% 255 260 238 187 175 175 147 187 Q2 2022 175 Q2 2023 - Automotive I&M Consumer Automotive: Stabilizing inventory situation and order pattern, positive trend towards end of quarter I&M: Strong medical business, mixed industrial business depending on sub-market trends Consumer: Strong sequential improvement in existing sockets - Automotive I&M Consumer Automotive: Global demand still muted in spite of stabilizing supply chain I&M: YoY decline reflects overall weak macro economics in many areas, such as industrial lighting Consumer: YoY reflects some big sockets approaching End-of- Life, before new designs will kick-in I&M denotes Industrial & Medical amu OSRAM

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