onsemi Intelligent Technology

What onsemi Intelligent Technology does

onsemi Intelligent Technology (NASDAQ: ON) is a Scottsdale, Arizona-based public semiconductor manufacturer specializing in intelligent power and sensing technologies. The company designs and produces discrete power semiconductors (MOSFETs, IGBTs), wide-bandgap power devices (EliteSiC silicon carbide and GaNEXUS gallium nitride), intelligent power modules, image sensors (Hyperlux family), and analog/mixed-signal products built on its proprietary Treo platform. Vertically integrated silicon carbide manufacturing — anchored by the 2021 GT Advanced Technologies acquisition and 200mm wafer production at Bucheon, South Korea — provides control from SiC crystal growth through device fabrication.

The company serves three primary end markets: automotive (51% of revenue, including Geely and NIO 900V EV platforms), industrial (28%, covering energy storage, solar, factory automation), and an emerging AI data center segment where GaNEXUS and EliteSiC power delivery solutions have driven >100% year-over-year revenue growth. Customers include major OEMs and energy infrastructure players such as Geely, NIO, and Sineng Electric, complemented by a global authorized distributor network (Arrow Electronics, Future Electronics) serving mid-market and long-tail demand.

Revenue is generated almost entirely through hardware sales of components and modules, with reference unit pricing disclosed for select gate drivers ($0.33–$2.60) and MOSFETs ($0.28–$2.21). The go-to-market combines direct enterprise sales with field application engineers for platform-level OEM engagements and distributor-led volume fulfillment. FY2025 revenue was $5.995 billion, down from a $8.3 billion 2023 peak, with Q1 2026 revenue of $1.51 billion and record $1.4 billion free cash flow. The company has 10,000+ employees, manufacturing in the U.S., Czech Republic, South Korea, and Japan, and a pending $7 billion all-stock acquisition of Synaptics targeting Physical AI expansion.

Name

onsemi Intelligent Technology

Legal name

ON Semiconductor Corporation

Website

https://onsemi.com

Company type

Public

Founded year

1999

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

onsemi (NASDAQ: ON) is a Scottsdale-based public semiconductor company that designs and manufactures intelligent power (SiC, GaN) and sensing (Hyperlux) technologies for automotive, industrial, AI data center, and energy infrastructure customers worldwide.

Ownership category

akta.pro rank

Product category

Power Semiconductors

NAICS

Semiconductor and Other Electronic Component Manufacturing (3344), Semiconductor and Related Device Manufacturing (334413)

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

High-Voltage, Power Discretes & Modules (IGBT/MOSFET/SiC/GaN) (HDAHAAAK)

akta.pro secondary industries

Power Modules (IGBT/MOSFET/SiC/GaN Modules) (HDAHAHAH), Optoelectronics & Photonics (LED/Laser/Optical ICs) (HDAHAAAH), Wide-Bandgap (SiC/GaN) Power Modules, Gate Drivers & Packaging (EUAFAIAJ)

Keywords

• Power semiconductor devices
• Silicon carbide technology
• Gallium nitride transistors
• CMOS image sensors
• Analog mixed-signal ICs

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

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

Revenue model

1. Power Semiconductor Devices: Sales of discrete power semiconductors including MOSFETs, IGBTs, SiC MOSFETs, and GaN FETs. Revenue generated through direct sales and distributor network for automotive, industrial, and AI data center applications.
2. Power Modules: Sales of advanced power modules including IGBT modules, MOSFET modules, Si/SiC hybrid modules, intelligent power modules (IPMs), and SiC modules for traction inverters, solar inverters, energy storage, and motor drives.
3. Intelligent Sensing (Image Sensors): Sales of image sensors (Hyperlux family), image signal processors, and sensor modules for automotive ADAS, industrial machine vision, medical imaging, and consumer applications.
4. Standard Products: Sales of LDOs, amplifiers, comparators, logic devices, EEPROMs, digital isolators for industrial, automotive, and consumer applications. Built on scalable Treo platform for long-term availability.
5. Custom & ASSP Solutions: Custom SoC, SiP, ASIC, and foundry services for automotive, industrial, medical, and aerospace & defense markets. Includes audio/video ASSP products.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

onsemi designs and manufactures intelligent power and sensing semiconductors, including silicon carbide (SiC) MOSFETs, gallium nitride (GaN) FETs, CMOS image sensors, gate drivers, and analog/mixed-signal ICs. These products are sold as discrete components, integrated power modules, and standard products to automotive OEMs, industrial equipment makers, AI data center operators, medical device manufacturers, and aerospace/defense customers. The company also offers custom ASIC/ASSP and foundry services, supported by its vertically integrated SiC supply chain and proprietary Treo analog platform.

Differentiator

Problem solved

Functional benefit

Brands

• Hyperlux: Image and depth sensors for automotive, industrial and commercial applications
• EliteSiC
• GaNEXUS
• Treo Platform
• PowerTrench

Products and services

• GaNEXUS Gallium Nitride Power Portfolio GaN power semiconductor family (40V–650V) for AI data center power delivery, industrial automation, robotics, and energy infrastructure; enables faster switching, lower losses, and up to 60% smaller magnetics versus silicon.
• GaNEXUS High Voltage GaN FETs 700V enhancement-mode GaN HEMT discrete devices under the GaNEXUS brand for high-voltage power conversion applications.
• Elite Pairing Studio Cloud-based design environment that automates matching of onsemi SiC MOSFETs with compatible gate drivers, outputting switching timings, gate waveforms, and energy loss data to power electronics design engineers.
• Power Discrete Semiconductors (MOSFETs, IGBTs, SiC MOSFETs, GaN FETs) Discrete power semiconductor devices (silicon MOSFETs, IGBTs, SiC MOSFETs, and GaN FETs) sold via direct sales and authorized distributor channels for traction inverters, EV DC-DC converters, motor drives, AI server power, and industrial power conversion.
• Power Modules (IGBT, MOSFET, Si/SiC Hybrid, IPM, SiC Modules) Advanced integrated power modules combining IGBTs, MOSFETs, Si/SiC hybrids, and intelligent power modules (IPMs) for traction inverters, solar inverters, energy storage systems, UPS, and motor drive applications.
• Hyperlux Image Sensors CMOS image and depth sensors (1MP–20MP) with global/rolling shutter, HDR, near-infrared sensitivity, and Wake-on-Motion for automotive ADAS, industrial machine vision, robotics, medical imaging, and security/AR/VR applications.
• Standard Products (LDOs, Amplifiers, Comparators, Logic, EEPROMs, Digital Isolators) Standard analog and logic devices (LDOs, amplifiers, comparators, logic, EEPROMs, digital isolators) built on the Treo platform for long-term product availability in industrial, automotive, and consumer applications.
• Custom & ASSP Solutions (SoC, SiP, ASIC, Foundry Services) Custom SoC, SiP, ASIC, and foundry/IC design services, plus audio/video ASSP products, for automotive, industrial, medical, and aerospace & defense customers.
• Hybrid Power Integrated Modules (PIMs) Hybrid power integrated modules combining IGBTs, silicon diodes, and SiC diodes for solar inverters, energy storage systems, and uninterruptible power supplies; 32% higher power density and 0.1% higher efficiency versus prior generations.

Quantifiable outcome

• 32% higher power density in hybrid power modules versus previous generations
• +6 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature7 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Arrow ElectronicsminorChannel Partner/ Reseller/ Distributor · 19 May 2026Collaboration for technical seminars on autonomous mobile robot (AMR) system-level design in Singapore (May 19) and Bangkok (May 21). Sessions showcase AI-enabled navigation, advanced sensing, energy efficiency, and industrial-grade reliability solutions for logistics, warehousing, manufacturing, and service environments. Asia-Pacific is among fastest-growing AMR markets.
• Geely Auto GroupcoreStrategic or Co-development Partner · 28 April 2026Expanded global strategic collaboration integrating onsemi's EliteSiC silicon carbide power technologies into Geely's SEA-S (Sustainable Experience Architecture - Super Hybrid) platform. Enables 900V high-voltage EV architectures delivering faster charging, extended driving range, improved acceleration, and enhanced thermal performance. Collaboration reflects broader industry shift toward earlier semiconductor-tier integration in vehicle design.
• NIO Inc.coreStrategic or Co-development Partner · 27 April 2026Expanded strategic collaboration leveraging onsemi's EliteSiC enhanced M3e technology for 900V EV platforms, accelerating NIO's transition from 400V to 900V architectures. Multi-year partnership building on previous 400V systems collaboration. Powers flagship ES9 SUV and models debuting at 2026 Beijing Auto Show, delivering improved drivetrain efficiency, extended range, faster charging, and stronger acceleration performance.
• Future ElectronicsminorChannel Partner/ Reseller/ Distributor · 2 April 2026Digital marketing campaign collaboration featuring free downloadable eBook 'Mastering Power Factor Correction: From Fundamentals to Vienna Rectifiers.' Campaign supports engineers working on power conversion systems for EV charging, energy storage, and smart automation applications with technical guidance on power factor correction architectures.
• Sineng ElectriccoreStrategic or Co-development Partner · 31 March 2026Design win to supply hybrid power integrated modules featuring FS7 IGBTs and EliteSiC technology for Sineng's 430 kW liquid-cooled energy storage systems and 320 kW solar string inverters. PIMs achieved 0.1% efficiency improvement and 225 W loss reduction in benchmark testing for utility-scale renewable energy applications. Partnership aims to enhance efficiency, power density, and thermal performance while reducing lifecycle costs.
• Qorvo (SiC JFET Business Acquisition)coreStrategic or Co-development PartnerAcquisition of Qorvo's SiC JFET business for $115 million including United Silicon Carbide. Strategic vertical integration move to secure SiC material-performance ecosystems and expand product portfolio to include SiC JFETs, Combo JFETs, and Cascode JFETs alongside existing SiC MOSFET and diode offerings.
• Innoscience and GlobalFoundriesminorStrategic or Co-development PartnerCollaboration agreements established to expand GaN power device production. Combined with introduction of vertical gallium nitride power semiconductors to diversify GaN manufacturing capabilities beyond internal production.
• Vadzo ImagingminorOEM/ Whitelabel/ Licensing PartnerVadzo Imaging designs and manufactures embedded vision cameras using onsemi image sensors (AR0544, AR0234, AR0821, AR0246, AR2020, AR1335). Multiple product launches including Falcon series USB cameras, Bolt series MIPI cameras, and Vajra series high-performance cameras for industrial automation, robotics, medical imaging, and traffic monitoring applications.

Scale indicators15 records

Recent moves7 records

Expansion highlights8 records

Direct peers

• Infineon Technologies: Infineon is onsemi's most direct competitor in power semiconductors, including IGBTs, MOSFETs, SiC, and GaN, and serves the same automotive, industrial, and renewable energy customers with comparable product breadth and IDM model.
• STMicroelectronics: STMicroelectronics is a leading SiC MOSFET competitor and broad automotive/industrial semiconductor IDM with overlapping SiC traction inverter, ADAS, and power module offerings.
• Wolfspeed: Wolfspeed is a pure-play SiC substrate and device manufacturer directly competing with onsemi's EliteSiC portfolio in EV traction inverters and industrial power applications.
• ROHM Semiconductor: ROHM is a Japanese power semiconductor and SiC competitor with a comparable IDM model, automotive traction inverter wins, and growing SiC substrate capability.

Broad incumbents

• Texas Instruments: TI competes with onsemi's Analog and Mixed-Signal Group across LDOs, amplifiers, gate drivers, and power management ICs, and serves overlapping automotive and industrial customers with a much larger analog portfolio.
• Analog Devices: Analog Devices overlaps with onsemi's analog/mixed-signal and sensing portfolio in industrial, automotive, and signal chain applications, and is pursuing similar high-margin industrial/automotive end-market exposure.
• NXP Semiconductors: NXP is a major automotive semiconductor incumbent with overlapping ADAS, zonal architecture, and electrification offerings, competing for the same OEM design wins that anchor onsemi's automotive business.
• Renesas Electronics: Renesas competes with onsemi in automotive MCUs, power management, and SiC traction solutions, and has been actively expanding its SiC portfolio through acquisitions and partnerships.
• Microchip Technology: Microchip competes with onsemi's Standard Products and analog portfolio across MCUs, mixed-signal, and connectivity, serving similar industrial and automotive customers.

Emerging players

• Power Integrations: Power Integrations is a focused power semiconductor competitor in AC-DC and gate driver ICs, and recently hired onsemi's former EVP of Sales Michael Balow, signaling direct head-to-head competition in industrial and EV power.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/onsemi
• Xx.com/onsemi
• Facebookfacebook.com/onsemi

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries4 records

Funding overview

Funding rounds2 records

Investors1 record

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

M&A19 records

Investments5 records

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

Frequently asked questions about onsemi Intelligent Technology