ON Semiconductor

ONsupplier

ON Semiconductor is a leading supplier of power and analog semiconductors with a strong focus on automotive, particularly silicon carbide chips for electric vehicle powertrains and image sensors for ADAS applications.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.2B)

Static data (loading live financials…)

Power Solutions Group (45%)

Advanced Solutions Group (35%)

Intelligent Sensing Group (20%)

Segment Breakdown & Key Customers

Product Details

Silicon Carbide (SiC) MOSFETs30%

SiC power modules for EV traction inverters and onboard chargers

IGBT Modules25%

Insulated-gate bipolar transistors for industrial and automotive power conversion

Image Sensors30%

CMOS image sensors for automotive ADAS and industrial machine vision

Supply Chain Relationships

Key Customers

Tesla, Inc.

SiC power modules for EV inverters

Impact: $500M+ — major EV customer

BYD Company

SiC MOSFETs and image sensors

Impact: Growing EV customer

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

Impact: Medium — foundry partner for sensors

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of ON Semiconductor.

Company Info

Headquarters

Scottsdale, Arizona, USA

Founded

1999

Employees

33,000+

Website

onsemi.com

Sector Overview — 반도체

Sector News