Financial Overview and Niche Market Leadership

Semiconductors: Positive sequential development across markets Semiconductors segment, like-for-like Q3 development QoQ & YoY (excl. disposal effects), figures in EURm 56 QoQ revenue development YoY revenue development +9% -35% +2% -26% 260 +8% 285 238 +6% 272 255 260 202 187 186 202 Q2 2023 175 186 Q3 2022 Q3 2023 Q3 2023 - Automotive I&M Consumer Automotive: Strong sequential development, strong demand from China, with increasingly short notice orders I&M: Sequential increase on a relatively low basis, macro economic pressure in all verticals Consumer: Typical seasonal upswing I&M denotes Industrial & Medical Automotive I&M Consumer Automotive: YoY growth, driven by improved inventory situation, normalized order pattern, content growth (e.g. EVs) I&M: YoY decline reflects overall weak macro economics in many areas, such as industrial lighting and horticulture Consumer: YoY reflects some big sockets approaching End-of- Life, before new designs will kick-in and weak macro economy amu OSRAM

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