ams OSRAM Group

What ams OSRAM Group does

ams OSRAM Group (ams-OSRAM AG) is an Austrian-headquartered, publicly listed optical semiconductor company formed in 2019 through the acquisition of OSRAM Licht AG by ams AG, combining OSRAM's 120+ year lighting heritage with ams's sensor expertise. The company designs, manufactures, and sells a vertically integrated portfolio of optoelectronic components spanning LEDs, VCSELs, edge-emitting lasers, microLEDs (EVIYOS), dToF sensors (TMF882x), CMOS image sensors, photon counting modules (AS5920M), spectral sensors, capacitive sensors, and optical force sensors. These components address five primary verticals: Automotive & Mobility (adaptive headlights, LiDAR, driver monitoring, in-cabin sensing, battery management), Industrial (robotics, factory automation, UV-C disinfection, X-ray imaging), Medical & Health (CT imaging photon counting, vital sign monitoring), Mobile & Wearables (3D sensing, eye tracking, AR/VR), and Lighting (horticulture, stadium, entertainment).

The business model is anchored on long-cycle B2B OEM design wins in automotive and industrial markets, where qualification cycles are lengthy but margins are higher once production volumes commence. Revenue is generated predominantly through hardware sales of semiconductor components and LED lighting solutions, supplemented by IP and brand licensing (including a 2026 OSRAM brand license to Ziwooo Biotechnology for Health & Beauty products in APAC). The company employs approximately 18,500 people, including 5,000 engineers, across 25 R&D locations, and serves over 20,000 customers globally with a portfolio backed by more than 12,000 patents.

Following significant losses in 2024 and elevated leverage, ams OSRAM executed a comprehensive deleveraging and refocusing program in 2025-2026, divesting the non-optical sensor business to Infineon (EUR 570 million), the Entertainment & Industrial lamps business to Ushio (~EUR 100 million), the CMOS image sensor business to indie Semiconductor (EUR 40 million), and certain optical assets to Focuslight. The company launched the Simplify transformation program targeting EUR 200 million in additional run-rate savings by FY2028, following the early completion of the EUR 220 million Re-establish the Base program. Strategic offensive positioning is anchored on AI data center optical interconnects using microLED technology, AR/AI glasses infrared illumination through the Ganzin Aurora ecosystem, automotive LiDAR (5-junction edge-emitting lasers), and an expanded Nichia patent cross-license.

Name

ams OSRAM Group

Legal name

ams-OSRAM AG

Website

https://ams-osram.com

Company type

Public

Founded year

2019

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

ams OSRAM Group is an Austrian-headquartered optical semiconductor company that designs and manufactures LEDs, lasers, VCSELs, sensors, and imaging components for automotive, industrial, medical, mobile/wearables, and AI infrastructure OEMs worldwide.

Ownership category

akta.pro rank

Product category

Optical Semiconductors

NAICS

Semiconductor and Related Device Manufacturing (334413), Semiconductor and Other Electronic Component Manufacturing (33441), Electric Lighting Equipment Manufacturing (33513)

SIC

Semiconductors & Related Devices (3674), Optical Instruments & Lenses (3827), Electric Lighting & Wiring Equipment (3640)

akta.pro primary industry

Optoelectronics & Photonics (LED/Laser/Optical ICs) (HDAHAAAH)

akta.pro secondary industries

Optoelectronic Emitters (LED/Laser/VCSEL) (HDAHALAL), Optical & Light Sensors (Photodiodes/ALS/Color/UV) (HDAHALAE), Display & Illumination Components (MicroLED/OLED Drivers/Backlight Optics) (HDAHALAN), Sensor Fusion, Interface ICs & Modules (AFE/Readout/Packaging/Calibration) (HDAHALAO)

Keywords

• Optical semiconductors
• Automotive lighting LEDs
• Sensor technology
• Laser technology
• Photonic components

Headquarters

HQ city

Premstatten

HQ country

Austria

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Operations, Personnel, Supply Chain, Infrastructure, Marketing or Sales

Revenue model

1. Semiconductor Components: Sale of optical semiconductor components including LEDs, lasers, sensors, and imaging products for automotive, industrial, medical, and consumer electronics applications. Revenue from design wins with long qualification cycles.
2. Lighting Solutions: LED lighting products and modules for automotive, industrial, horticultural, and entertainment applications.
3. IP Licensing: Brand licensing agreements such as the OSRAM brand licensing to Ziwooo Biotechnology for health and beauty products, and patent cross-licensing with Nichia.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

ams OSRAM designs, manufactures, and sells optical semiconductor components including LEDs (white, color, UV-C, IR, multi-color), laser diodes (VCSEL and edge-emitting EEL in color and IR), photodetectors, and a broad portfolio of sensors (ambient light, color, spectral, dToF, CMOS image, capacitive, optical force, X-ray). These components are sold to OEMs and tier-1 suppliers for integration into automotive lighting and ADAS, industrial automation and robotics, medical imaging devices, mobile/wearable consumer electronics, horticultural lighting, and AI data center optical interconnects.

Product overview

ams OSRAM Group offers a comprehensive portfolio of optical semiconductor solutions organized across multiple product categories: LEDs (including white, color, UV-C, IR, multi-color, LED modules, and accessories), laser products (edge-emitting lasers EEL and vertical-cavity surface-emitting lasers VCSEL for IR and color applications), photodetectors (photodiodes and phototransistors), sensor solutions (including ambient light/color/spectral/proximity sensors, dToF sensors, CMOS image sensors, capacitive sensors, optical force sensors, position sensors, temperature sensors, X-ray sensors, and battery management), LED drivers, interfaces, ASICs, and full-service foundry capabilities. Key product families include OSLON (automotive lighting including Compact RM, Black Flat S, Black IR:6), OSIRE (automotive interior RGB LEDs including E3030, E3635, E5515), SYNIOS (automotive signaling and mobile applications), OSCONIQ (horticulture and high-power applications), FIREFLY (IR emitters), Chip LED (standard indication LEDs), Vegalas (RGB laser modules for AR/projection), and TMF (time-of-flight sensors). The company also provides specialty lamps for automotive and entertainment applications, and serves industrial, medical, automotive, mobile/wearable, and lighting markets through its sensor and photonics solutions.

Differentiator

Problem solved

Functional benefit

Brands

• OSRAM: Legacy lighting and photonics brand now part of ams OSRAM group, celebrating 120 years in 2026
• ams

Products and services

• OSLON LED Family (Automotive Forward Lighting) Family of automotive LEDs (OSLON Compact, OSLON Black Flat S, OSLON Black IR:6 C-Series, OSLON P1616, OSLON Compact RM) for headlamps, adaptive driving beam, exterior lighting, and in-cabin sensing; targets automotive OEMs and tier-1 lighting suppliers.
• OSIRE LED Family (Automotive Interior RGB) RGB top-looker and sidelooker LEDs (E3030, E3635, E5515) with individually addressable chips for ambient lighting, display backlighting, and functional interior illumination in vehicles.
• SYNIOS LED Family (Automotive Signaling) High-brightness, low-thermal-resistance LEDs (P2720, P2222) for automotive signaling applications such as turn indicators and rear combination lights, sharing a common footprint across chip sizes and colors.
• OSCONIQ LED Family (Horticulture and High-Power) High-power LEDs (P 3737, P 3737 Gen 3) in Hyper Red, Red, Deep Blue, Far Red, and Horti White variants for greenhouse, vertical farm, and stadium turf management; Gen 3 achieves 83.6% wall-plug efficiency.
• FIREFLY IR Emitter Family Infrared emitters including SFH 4030B with Thinfilm IR:6 chip technology for AR/VR eye tracking, 2D face recognition, and security applications, delivering brighter IR illumination with superior efficiency in a compact dark package.
• Chip LED Family Industry-standard chip LEDs in 0402, 0603, and 0805 packages available in Blue, True Green, Red, White, Yellow Green, Yellow, Orange, Super Red, and Hyper Red for industrial indication, gaming, white goods, and backlighting.
• Vegalas Laser Modules Integrated RGB laser modules (Vegalas RGB, Vegalas Power PLPM7_455QA) for AR near-to-eye projection, smart glasses, pico projection, and machine vision; the RGB module fits into 0.7cm3.
• PLPT9 450MD_E Blue Multi-Mode Laser Multi-mode blue laser for precision machining and material processing applications.
• SPL DP91A_5 Nanostack Pulsed Laser Diode
• BIDOS VCSEL Modules VCSEL flood illuminators and dot projector modules for 3D sensing, structured light illumination, facial recognition, and AR/VR applications in compact packages.
• EVIYOS MicroLED Technology (Adaptive Headlights) Award-winning microLED technology co-developed with Marelli for the EVIYOS HD 25 adaptive headlight LED, enabling pixel-level resolution for adaptive driving beam and forward lighting.
• Ultra-Efficient MicroLED Array for AI Data-Center Optical Interconnects MicroLED array solution addressing power bottlenecks in AI infrastructure by enabling ultra-efficient optical interconnects for generative AI data centers.
• 8-Channel LiDAR Laser High-power 8-channel laser for next-generation automotive LiDAR sensing systems.
• 5-Junction Edge-Emitting LiDAR Laser Next-generation edge-emitting laser targeting automotive exterior LiDAR sensing applications.
• TMF Series Direct Time-of-Flight Sensors
• AS7350 Spectral Ambient Light Sensor
• TCS Series Color and Ambient Light Sensors
• AS5920M Photon Counting Module 72x24 pixel four-side buttable photon counting module for spectral computed tomography detectors, enabling reduced radiation doses while improving image quality in medical CT imaging.
• AS5952M CT Sensor Module
• SFH 7019 Multi-Chip LED Module for Health Monitoring
• MIRA Global Shutter Image Sensors
• AS8580 Capacitive Sensor
• AS1181 LED/VCSEL Driver for AR/VR Glasses
• Optical Force Sensors (AS7150, SFH7061)
• 200mW UV-C LED High-power UV-C LED for industrial and commercial flowing water sterilization, air purification, and disinfection applications.
• ALIYOS LED-on-Foil Technology
• OSTAR Projection Power LEDs
• VEGALED KRTTB CRLML1.33 Full Colour RGGB LED RGB LED for micro-displays in smart glasses, AR headsets, pico projection, and machine vision applications.
• NIGHT BREAKER LED Signal Lamps
• LEDguardian ROAD FLARE Signal Warning Light V16 IoT warning light with 360-degree light emission and IoT connectivity for road-safety and breakdown visibility applications.
• LEDsBIKE MULTI BEAM X 1000 SET High-performance off-road bicycle light for demanding riders, expanding ams OSRAM's bicycle lighting portfolio.
• Full-Service Foundry

Quantifiable outcome

• Up to 80% lower energy consumption compared to conventional halogen signal lamps
• +3 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Ganzin TechnologycoreStrategic or Co-development Partner · 1 June 2026Ganzin integrated ams OSRAM's complete infrared illumination solution (850nm and 940nm infrared emitters) into its Aurora IIS eye-tracking reference platform for AI glasses showcased at AWE 2026. The turnkey module combines ams OSRAM's emitters with Ganzin's optical sensors and proprietary algorithms for real-time gaze detection in AR and mixed reality headsets.
• Aurora Ecosystem Partners (OmniVision, Qualcomm, Himax, Jorjin Technologies, Quanta Computer)coreStrategic or Co-development Partner · 1 June 2026Ganzin launched the Aurora ecosystem bringing together industry partners across the AI glasses supply chain including ams OSRAM, OmniVision, Qualcomm, Himax, and Quanta Computer to accelerate eye-tracking adoption in wearable devices and provide a production-ready supply chain from optics to device platforms.
• indie SemiconductorcoreOEM/ Whitelabel/ Licensing Partner · 1 May 2026indie Semiconductor acquired ams OSRAM's fabless CMOS image sensor business for EUR 40 million (EUR 35 million cash plus EUR 5 million vendor-debt note). The acquired product line includes intelligent, high-performance CMOS image sensors for industrial, automation, and physical AI applications.
• Leading AI Data Center Infrastructure PartnercoreStrategic or Co-development Partner · 1 March 2026ams OSRAM entered a development agreement with a leading AI data center infrastructure partner to commercialize optical interconnect technologies. The partnership targets the AI photonics market with ultra-efficient microLED arrays for data center optical interconnects.
• AR Alliance (SPIE)minorStrategic or Co-development Partner · 1 March 2026ams-Osram joined the AR Alliance, a division of SPIE focused on augmented reality hardware development. The alliance brings together expertise across foundational research, advanced optics, display technologies, and spatial computing platforms to harmonize approaches for advancing and growing the global AR supply chain.
• Focuslight TechnologiesminorOthers · 1 March 2026Focuslight Technologies acquired optical assets from ams OSRAM to strengthen its photonics portfolio.
• Infineon TechnologiescoreOEM/ Whitelabel/ Licensing Partner · 1 February 2026Infineon acquired ams OSRAM's non-optical analog/mixed-signal sensor business for EUR 570 million. The divested business generated approximately EUR 220 million in annual revenue and EUR 60 million in adjusted EBITDA in 2025, with around 230 employees transferring to Infineon. A multi-year supply agreement was included.
• Ushio Inc.coreOEM/ Whitelabel/ Licensing Partner · 1 February 2026Ushio acquired ams OSRAM's Entertainment & Industrial lamps business for approximately EUR 100 million. The transaction completed in early 2026 as part of ams OSRAM's deleveraging strategy.
• Ziwooo BiotechnologyminorOEM/ Whitelabel/ Licensing Partner · 1 February 2026ams OSRAM entered an exclusive brand licensing agreement with Ziwooo Biotechnology (Suzhou) Co., Ltd. to expand the OSRAM brand into the Health & Beauty product segment, targeting Greater China, APAC countries, Australia, and New Zealand. Ziwooo will develop, produce, and market OSRAM-branded products including red-light therapy devices and LED therapy solutions.
• Nichia CorporationcoreStrategic or Co-development Partner · 1 October 2025Nichia and ams OSRAM signed a comprehensive cross-license agreement covering thousands of patent-protected innovations in LED and laser technologies. The agreement expands their long-standing IP collaboration (since 2002) and for the first time includes sophisticated LED packages and modules such as matrix headlamps, in addition to nitride LED and laser components.
• MicrosoftminorStrategic or Co-development Partnerams OSRAM relies on Microsoft for AI transformation, scaling the use of Copilot across the company with a clear strategic approach tackling technology, organization, and people.
• MarellicoreStrategic or Co-development PartnerCo-development of EVIYOS HD 25 adaptive headlight LED with Marelli for automotive lighting applications.

Scale indicators17 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Sony Semiconductor Solutions: Global leader in CMOS image sensors and a major supplier of optoelectronic components for mobile, automotive, and industrial markets. Directly comparable to ams OSRAM in mobile/wearable sensing and image-sensor-adjacent offerings.
• Infineon Technologies: Leading automotive and industrial semiconductor company that just acquired ams OSRAM's non-optical sensor business for EUR 570M. Competes directly in automotive sensors, power semiconductors, and analog/mixed-signal ICs.
• ON Semiconductor: Major supplier of automotive and industrial semiconductor solutions including image sensors, LiDAR components, and power management ICs. Direct competitor in automotive sensing and dToF/imaging segments.
• STMicroelectronics: European semiconductor leader in automotive, industrial, and consumer sensing. Competes with ams OSRAM across time-of-flight sensors, automotive lighting drivers, and mixed-signal ICs serving similar OEMs and tier-1 suppliers.
• Nichia Corporation: Japanese LED and laser diode manufacturer and long-standing patent cross-license partner of ams OSRAM. Direct competitor in high-brightness LEDs, automotive lighting, and laser-based illumination products.
• Hamamatsu Photonics: Japanese specialty photonics company producing photodiodes, image sensors, and optoelectronic modules for medical imaging, industrial, and scientific applications. Comparable to ams OSRAM's photon counting CT and photodetector portfolio.
• ROHM Semiconductor: Japanese semiconductor manufacturer with strength in optoelectronic devices including LEDs, laser diodes, and sensors for automotive and industrial applications. Directly competes with ams OSRAM in automotive and industrial photonics.

Broad incumbents

• Broadcom: Diversified semiconductor incumbent with a substantial optical components business including fiber-optic transceivers, VCSELs, and sensing products. Competes in the same underlying photonics technology stack but as part of a much broader semiconductor portfolio.
• Signify (Philips Lighting): Global lighting solutions incumbent offering LED lighting systems for residential, professional, horticultural, and specialty applications. Overlaps with ams OSRAM's lighting and horticulture LED portfolios but competes more on systems than components.
• Renesas Electronics: Japanese automotive and industrial semiconductor leader with growing presence in sensor and connectivity solutions. Competes with ams OSRAM in automotive and industrial sensing adjacencies as part of a broader MCU and analog portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/amsOSRAM
• LinkedInlinkedin.com/company/ams-osram

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries5 records

Funding overview

Funding rounds3 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ams OSRAM Group