Monetizing Innovation and Financial Reconciliation
Lamps & Systems: Seasonal effects in Q2, stable YoY development
Lamps & Systems segment: Like-for-like Q2 development QoQ & YoY (excl. disposal effects), figures in EURm
QoQ revenue development
46
Q1 2023
Q2 2023
YoY revenue development
+7%
-18%
~79m
I&M QoQ disposal effects
239
195
182
195
-11%
63 56
-10%
62 56
~30m
~110m
AUT YOY disposal effects
I&M YOY disposal effects
Q2 2022
Q2 2023
Automotive
I&M
Automotive: Seasonality in automotive lamps business
drives sequential development
I&M: Reflects substantial disposals effects, remaining
business focuses on specialized entertainment and
industry lamps
Automotive
I&M
Automotive: Strong YoY development, further expanding
leading market position, also driven by strong "LED
replacement lamps" portfolio
I&M: Remaining business driven by certain industrial trends,
such as softer demand for specialty lamps for semiconductor
manufacturing equipment
I&M denotes Industrial & Medical
amu OSRAMView entire presentation