Q3 2023 Financial Performance and Strategic Highlights
Addressing Industrial / Medical applications with key to system performance
Leveraging differentiated technology base into multi niches where we are key for the system performance
Selected applications
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Medical Imaging &
Diagnostics
Horticulture &
Smart Farming
Robotics
Structural growth drivers
Aging population
Lower radiation dosage
-
Higher specificity
- HPS lamp replacement
Focus on near-shoring and freshness
– Yield improvement through optimized illumination
– Project business: subject to energy & financing cost
Automation, productivity
- Contextual Awareness
Typical ams OSRAM BOM potential
-25 - several ten k € (from image sensor to
module for high end CT scanner)
~100 - 200 € per luminaire*
~20+ €
LED & laser projection
Outdoor / Industrial lighting
UV-C disinfection
-
Home entertainment, lifestyle
Replacement of traditional lamps
Trickle-down from premium to mid-range
Aging and growing population
Urbanization
HID replacement
Growth opportunity >2026
Regulation & Hg Lamp replacement once LEDs reach
>15% WPE
~5-190 € (from simple LED projector to high
power material processing)
~5 - 50 € per luminaire* (from small LED street
luminaire to high power stadium light)
~20-2.500 € (from consumer device to industry
scale water reactor disinfection)
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*fixture combining light source with reflector, lens elements, etc.
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