Q3 2023 Financial Performance and Strategic Highlights
ams OSRAM offering full technology range and best value in focus applications
Strong Positions in Consumer Semiconductor Sub-Segments
#2 Light Sensor Supplier in
Smartphones
#3 Sensor & Actuator Supplier
in Wearables
Sensor & Actuator suppliers by 2022 market
share (Total market USD ~864m; Yole)
We are present at all Top 15+
Smartphone OEMs globally
% of smartphones with
ams OSRAM content
36
Light Sensor suppliers by 2021 market share
(Total market USD ~1bn; Omdia)
Shipments 2021>>
1.
STMicroelectronics
36%
1.
Bosch
25%
1.
Smartphone OEM 1
60%
2.
ams OSRAM
26%
2.
ST Micro
19%
2.
Smartphone OEM 2
100%
3.
Sensortek
9%
3.
ams OSRAM
7%
3.
Smartphone OEM 3
20%
4.
Maxim
7%
4.
Goermicro
7%
4.
Smartphone OEM 4
20%
5.
Lumentum
5%
5.
Knowles
5%
5.
Smartphone OEM 5
30%
6.
Lite-On
5%
6.
OMRON
5%
6.
Smartphone OEM 6
20%
7.
Broadcom
3%
7.
TDK
3%
7.
Smartphone OEM 7
100%
8.
TXC
2%
8.
Zilltek
2%
8.
Smartphone OEM 8
20%
9.
Elan
2%
9.
Smartphone OEM 9
90%
10. Dyna Image
1%
10. Smartphone OEM 10
40%
TOTAL (all OEMs)
50%
Sources: OMDIA Light Sensor Report Database - 2022, OMDIA Mobile Handset Database Historical Data - 3Q22
ams OSRAM is present in 50% of
smartphones shipped in 2021
The addressed OEMs have a unit market
share of >80%
amu OSRAMView entire presentation