Monetizing Innovation and Financial Reconciliation
Addressed application segments grow faster than the overall market
Semiconductor focus markets - product category view vs addressed application segment view
Addressed
Semiconductor Markets*
- application view -
2022/4-yr CAGR**
Automotive
EUR 3 bn
17% CAGR
Industrial/Medical
EUR 6 bn
4% CAGR
Selected high-volume
Consumer applications
EUR 1.5 bn
24% CAGR
~€10bn
SAM*
of
€66bn
***
TAM
*ams OSRAM market model due to lack of suitable external market models
5
**
2022- 2026 CAGR due to 2022 was last full year actuals, and cyclical dip in 2023
Optoelectronics &
Sensors
LED market
(incl. microLED)
Light sensors
CAGR 3.1% ~74bn
~66bn
(Source: WSTS)
■2022 2026
CAGR 7.6%
~14bn
~19bn
CAGR 8.2%
~2.2bn
~3.1bn
(Source: Trendforce)
2022 2026
(Source: WSTS)
2022 2026
*** Serviceable Addressed Market => no dedicated, only partial market reports for ams OSRAM addressed application segments available
amu OSRAMView entire presentation