Monetizing Innovation and Financial Reconciliation

9 Semiconductors core portfolio in Automotive, Industrial, Medical drives significant future growth 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 OSRAM

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