ON Semiconductor
onsemi provides intelligent power and sensing solutions designed to drive electrification, energy efficiency, and automation across the automotive, industrial, and AI data center markets. The company's core value proposition centers on high-performance semiconductor technologies that enable lighter, longer-range electric vehicles, efficient renewable energy infrastructure, and advanced safety systems through sensing integration.
Financials
Based on Q1 2026 · FQ2 FY2026 filing
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Power Solutions Group (PSG)
primaryProvides discrete, module, and integrated semiconductor devices for high-efficiency power conversion. This segment focuses on silicon carbide (SiC) and wide bandgap technologies critical for EV drivetrains and AI data center power trees.
EliteSiC, SiC JFET products, MOSFET products, Power Module products, Vertical GaN, Gate Driver products
Automotive OEMs, Industrial power manufacturers, AI data center operators
Analog and Mixed-Signal Group (AMG)
majorDevelops analog and mixed-signal solutions including power management, sensor interfaces, and connectivity products. It utilizes the Treo Platform to provide scalable technology for electrified transportation and factory automation.
Treo Platform, ASIC products, DC-DC and AC-DC converters, LDOs, Ultrasonic sensors, Inductive sensing
Computing and mobile device manufacturers, Automotive electronics providers, Industrial automation firms
Intelligent Sensing Group (ISG)
moderateFocuses on advanced imaging technologies for machine vision and perception. These solutions support ADAS, robotics, and industrial safety systems through high-dynamic-range and low-noise sensing.
CMOS image sensors, Image Signal Processors (ISPs), SWIR sensors, Single Photon Detectors, SPAD arrays, SiPM devices
Automotive ADAS developers, Robotics manufacturers, Aerospace and defense contractors
Segment Financials
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Competitive Position
A leading provider of silicon carbide and intelligent sensing technologies with a vertically integrated manufacturing strategy for power products.
Geographies
United States, China, Malaysia, South Korea, Czech Republic, Philippines, Vietnam, Japan
Customer Segments
Automotive OEMs, Industrial enterprises, Data center operators, Medical device manufacturers
Upstream Dependencies
Silicon wafers, SiC wafers, Laminate substrates, Precious metals (Gold, Copper), Third-party wafer foundries
Downstream Customers
Global semiconductor distributors, Automotive Tier 1 suppliers, Cloud service providers, Consumer electronics OEMs
Competitors & Partners
Competitors
NXP Semiconductors
NXPI
Competitor in automotive and analog solutions
Monolithic Power Systems
MPWR
Competitor in power management and sensing solutions.
Texas Instruments
TXN
Competitor in analog and mixed-signal products
Analog Devices
ADI
Competitor in analog and mixed-signal products
STMicroelectronics
STM
Competitor in power and analog segments
Wolfspeed
WOLF
Competitor in SiC and power products
Partners
Qorvo
QRVO
Seller of SiC JFET technology business to onsemi
Aura Semiconductor
Licensor of Vcore power technologies
Leshan Radio Company Ltd.
Joint venture partner for assembly and test operations in China
Subsidiaries
Leshan-Phoenix Semiconductor Company Limited
80% owned joint venture for assembly and test operations
ON Semiconductor FAQ
Common questions about ON Semiconductor
onsemi provides intelligent power and sensing solutions designed to drive electrification, energy efficiency, and automation across the automotive, industrial, and AI data center markets. The company's core value proposition centers on high-performance semiconductor technologies that enable lighter, longer-range electric vehicles, efficient renewable energy infrastructure, and advanced safety systems through sensing integration.
ON Semiconductor (ON) has a market capitalization of $45.3B and trades on NASDAQ.
ON Semiconductor generated $6.1B in trailing twelve-month revenue with net income of $573.7M, representing a net margin of 9.5%. Gross margin stands at 37.5%, with free cash flow of $1.2B. These figures are based on the Q1 2026 filing.
ON Semiconductor's key competitors include NXP Semiconductors N.V., Monolithic Power Systems, Inc., Texas Instruments Incorporated, and others. These companies compete in similar markets and product categories.
ON Semiconductor has approximately 30,100 employees.