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ON Semiconductor (ON) investor relations material
ON Semiconductor Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Market environment and outlook
Stabilization, not recovery, is the current trend, with the second half of the year expected to outperform the first half, especially in automotive and industrial segments.
Inventory levels are at or below comfortable minimums, with customers ordering just in time due to uncertainty, particularly around tariffs and geopolitical factors.
Pricing is considered normalized, with no significant changes, and the company continues to exit noncore, price-sensitive business segments.
No signs of pull-ins; shipments closely match actual customer manufacturing activity, especially in China automotive.
China is the healthiest region, followed by Europe, then North America, with share gains and new product ramps driving growth in all geographies.
Operational strategy and financial management
Cash flow management is prioritized, with ongoing share buybacks and a focus on what can be controlled during uncertain times.
Inventory is well managed, with most held in die bank for flexibility, and utilization rates are expected to closely match revenue growth.
Restructuring continues, with 12% of front-end capacity already taken offline and further reductions planned, supporting margin improvement.
Gross margin drivers include utilization, restructuring, product mix, and fab divestitures, with a target to reach low 50% gross margins.
Exiting $300M of lower-margin business by 2026, including noncore, image sensing repositioning, and EOL products, with no expected negative impact on gross margin.
Automotive and silicon carbide focus
Automotive segment is performing as expected, with strength driven by share gains in EVs, plug-in hybrids, and new product launches, especially in China.
Silicon carbide is the main driver of automotive share gains, with penetration increasing globally, not just in China.
EV growth is steady over a multi-year horizon, with increasing EV share of total auto sales and rising silicon carbide penetration.
Engagements with top Chinese OEMs like Xiaomi, Li Auto, NIO, and BYD are highlighted, with a hands-on approach for major players.
Silicon carbide margins are expected to improve as utilization increases, with current dilution due to capacity built ahead of demand.
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Frequently asked questions
Intelligent Power and Sensing Technologies
ON Semiconductor Corporation, also known as Onsemi, specializes in intelligent power and sensing technologies that support a wide range of industries. The company operates through three main segments: Power Solutions Group, Analog Solutions Group, and Intelligent Sensing Group. These segments focus on developing semiconductor products such as power management ICs, sensors, and other integrated circuits. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NASDAQ.
Onsemi's Three Main Business Segments
Each of Onsemi’s business segments focuses on different areas of semiconductor technology, catering to high-growth industries.
Power Solutions Group (PSG)
PSG is central to Onsemi's operations, specializing in power management and conversion technologies. A key focus is silicon carbide (SiC) technology, which offers superior performance over traditional silicon, especially in high-temperature and high-voltage environments. This makes SiC ideal for next-generation power solutions in electric vehicles (EVs), renewable energy, and industrial applications, positioning Onsemi as a leader in energy-efficient technologies.
Analog and Mixed-Signal Group (AMG)
AMG develops integrated circuits that manage both analog and digital signals, crucial for automotive, industrial, and communication sectors. Its products, such as amplifiers, converters, and power management ICs, enhance system performance and reliability, supporting the growing complexity of electronic devices.
Intelligent Sensing Group (ISG)
ISG focuses on sensor solutions for automation, safety, and human-machine interaction. Its offerings include image and proximity sensors used in automotive safety systems, industrial automation, and smart home devices. ISG is pivotal in advancing intelligent sensing technologies, crucial for autonomous systems and the Internet of Things (IoT).
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