ams OSRAM delivers 18.8 % adj. EBITDA at revenues of EUR 775 m in Q2, confirms 2025 FCF outlook above EUR 100 m and executes first steps of its accelerated deleveraging plan
“We showed a solid performance in Q2 in a still difficult market with good profitability on the back of rapid implementation of ‘Re-establish-the Base’ and preproduction for the second half, as well as a very good design-win momentum securing future semiconductor business. We continue to expect a stronger second half although the weaker US Dollar weighs on topline results and tariffs discussions instigate continuously uncertainty.” said Aldo Kamper, CEO of ams OSRAM.
“Our plan to accelerate our balance sheet deleveraging is unfolding. The extension of the Revolving Credit Facility, the private placements of additional 2029 senior notes to prefinance long-term any bulk exercises of OSRAM minority put options and to re-purchase 2027 convertible bonds, but especially the first disposal for reducing leverage show that we keep track in executing our finance milestones as well.” said Rainer Irle, CFO of ams OSRAM.
(Global LED Industry Database vs. LED Player Movement Quarterly Update)
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Report Title
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Content
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Format
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Publication
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LED Industry Demand
and Supply Database
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Demand Market Analysis:
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PDF / Excel
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1Q (Mid March)
3Q (Early September) |
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2025-2029 Demand Market Forecast
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(Backlight and Flash LED / General Lighting / Agricultural Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck & Scooter / Video Wall / UV LED / IR LED / Micro LED / Mini LED)
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Supply Market Analysis:
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1. LED Chip Market Value (External Sales, Total Sales)
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2. WW New / Accumulated GaN LED and AS/P LED MOCVD Chamber Installations
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3. GaN LED and AS/P LED Wafer Market Demand (By Region / By Wafer Size)
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4. GaN LED and AS/P LED Wafer Market Demand and Supply Analysis
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LED Player Revenue
and Capacity
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LED Chip Market Analysis:
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PDF / Excel
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2Q (Early June)
4Q (Early December) |
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Top 10 LED Chip Manufacturers by Revenue and Wafer Capacity
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LED Package Market Analysis:
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LED Package Manufacturers: Total Revenue, LED Revenue, and Capacity Analysis
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Top 10 LED Package Players by Revenues in Backlight and Flash LED, Lighting, Automotive, Video Wall, UV LED
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LED Industry Price Survey
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Sapphire / Chip / Package (Backlight, General Lighting, Agricultural Lighting, Automotive, Video Wall, UV LED, IR LED, VCSEL)
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Excel
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1Q (Mid March)
2Q (Early June) 3Q (Early September) 4Q (Early December) |
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LED Industry Quarterly Update
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Major Players Quarterly Update:
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PDF
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1Q (Mid March)
2Q (Early June) 3Q (Early September) 4Q (Early December) |
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EU / U.S- Lumileds, ams OSRAM, Cree LED
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JP- Nichia, Stanley, ROHM
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KR- Samsung, Seoul Semiconductor, Seoul Viosys
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ML- Dominant
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TW- Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride
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CN- San’an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS
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Micro/Mini LED
Exhibit Report
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CES 2025 / Touch Taiwan 2025
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PDF
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Aperiodically
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If you would like to know more details , please contact:
Global Contact: |
ShenZhen: |
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Grace Li E-mail : Graceli@trendforce.com Tel : +886-2-8978-6488 ext.916 |
Perry Wang E-mail : Perrywang@trendforce.cn Tel : +86-755-82838931 ext.6800 |
