Monetizing Innovation and Financial Reconciliation slide image

Monetizing Innovation and Financial Reconciliation

ams OSRAM holds leading positions in its core Semiconductor & Lamps markets Leverage strong positions with focused core portfolio and commitment to Automotive, Industrial, Medical markets #2 in LED LED Suppliers by 2022 market share (Total market USD ~12bn; TrendForce) #2 in Light Sensors Light Sensor Suppliers by 2021 market share (Total market USD ~1.3bn; OMDIA) #1 in traditional Auto lamps/bulbs Bulb Suppliers by 2022 market shares (Total market USD -1.5bn; own market model due to lack of external research) 1. Nichia 15% 1. STMicroelectronics 30% 1. 2. ams OSRAM 13% 2. ams OSRAM 25% 2. 3. Seoul Semiconductors 7% 3. Maxim 8% 4. Samsung LED 7% 4. 5. Lumileds 6% 5. Sensortek (Sitronix) Lite-On 8% 4% ams OSRAM Lumileds 3. Others (incl. Asian suppliers) 00 6 Sources: TrendForce 2023 LED Player Revenue and Capacity 2Q23, OMDIA Light Sensor Report - 2022 H7|12V OSRAM NIGHT BREAKER +200% 200 150M +20% NEW amu OSRAM
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