Financial Overview and Niche Market Leadership
12
Mid-term target growth model re-confirmed: largest growth contribution from
automotive, followed by mobile light sensors, then 8-inch sales & other contributors
Strong design win base enables meaningful growth from new core portfolio in Semiconductors
2023-2026 CAGR from new base
(predominantly driven by '25 and '26)
6% to 10%
--
Exit of Semi
non-core business
~300 400 m€
Monetizing
innovation:
Ramping Kulim -2/microLED
Automotive
Semi
9% to 13%
L&S
0 to 2%
Pixelated LED Forward Lighting
Standard LED Forward Lighting
LED Signaling
LED Ambient Lighting
Lasers for Lidar
Specialty sensors (Driver Monitoring, Rain, Position, ...)
Industrial/Medical
Broad based growth vectors:
LED lighting Horticulture
Lasers for projection
Specialty sensors for CT scanning
Emitters / Sensors for robotics
Emitter / Sensors for diverse applications
2023
■Lamps & Systems Semiconductors
2026
Non-core
Consumer
Re-won and new sockets in portable Consumer devices:
Ambient Light Sensing
Proximity Sensing
1d/2d/3d ToF Camera Enhancement
amu OSRAMView entire presentation