Monetizing Innovation and Financial Reconciliation
Automotive, Industrial, Medical represent -80% of revenues
APAC most important sales region and semiconductors contribute ~70% of revenues
Revenues by segment (Q2 2023)
Revenues by end market (Q2 2023)
Revenues by region (H1 2023)
29%
O
71%
Semiconductors
Lamps & Systems
20%
51%
29%
Automotive
Industrial & Medical
Consumer
22%
31%
47%
Americas
EMEA
APAC
-
-
-
Lower sequential Lamps & Systems contribution, due to seasonal effects + meaningful deconsolidation (disposal)
Automotive: Stabilization and first signs of improved inventory situation and more normalized order pattern
Industrial & Medical: Mixed industrial development, inventory correction in certain areas / strong medical business
Consumer: Muted demand environment continued with typical seasonality, sequential improvements in some areas
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Note: Revenues by region are updated on a half-yearly basis
amu OSRAMView entire presentation