onsemi Company Profile (2026): Intelligent Power & Sensing Solutions
Company Profile | Intelligent Power & Sensing | Updated August 2026
onsemi: Intelligent Power & Sensing Solutions
onsemi (ON Semiconductor Corporation) specializes in delivering industry‑leading intelligent power and intelligent sensing solutions that help customers solve challenging problems and improve the safety, sustainability, and power efficiency of end products in the automotive and industrial markets. The company was spun out of Motorola's semiconductor division in 1999.
Company Overview
onsemi (ON Semiconductor Corporation) specializes in delivering industry‑leading intelligent power and intelligent sensing solutions that help customers solve challenging problems and improve the safety, sustainability, and power efficiency of end products in the automotive and industrial markets. The company was spun out of Motorola's semiconductor division in 1999.
Business Overview
For fiscal year 2025, onsemi reported revenue of $6.0 billion. Fourth quarter revenue was $1.53 billion. The company operates through three segments: Power Solutions Group (PSG) at 47% of revenue, Analog & Mixed‑Signal Group (AMG) at 38%, and Intelligent Sensing Group (ISG) at 15%.
PSG provides a broad portfolio of discrete, module, and integrated semiconductor devices designed to enable high‑efficiency and high‑power conversion across AI data centers, energy infrastructure, automotive and industrial. AMG designs analog and mixed‑signal solutions including power‑management, sensor‑interface, connectivity, and standard products. ISG provides CMOS image sensors, actuator drivers, image signal processors, and single photon detectors.
Product Portfolio
- Power Semiconductors: MOSFETs, IGBTs, silicon carbide (SiC) EliteSiC, vertical gallium nitride (vGaN)
- Image Sensors: CMOS image sensors for automotive ADAS and industrial automation
- Intelligent Power Modules (IPMs): For automotive and industrial applications
- Silicon Carbide: Critical material for EVs and energy infrastructure
- SiC JFET and Vertical GaN: Advanced wide‑bandgap technologies
AI, Automotive & Industrial Strategy
onsemi's AI strategy focuses on AI data center power and intelligent infrastructure. The company delivered more than $250 million in AI data center revenue in 2025, reflecting rapid adoption of power management products in high‑growth infrastructure. AI‑related revenue doubled year‑over‑year in 2025.
The acquisition of Vcore Power Technology IP licenses from Aura Semiconductor (October 2025) strengthened the power management portfolio to address the complete power tree in AI data center applications, "from grid to core." onsemi is seeing early signs of industrial recovery driven by factory automation, machine vision, and robotics.
onsemi's automotive strategy centers on electrification and advanced safety. The company provides semiconductor solutions for electric and hybrid powertrains. Hyperlux image sensors support safety‑critical applications, enabling autonomous driving and safer roads. onsemi has secured design wins including silicon carbide power modules for Mercedes‑Benz EV platforms and image sensors for Subaru EyeSight ADAS. The company also serves EV infrastructure for power transfer and conversion in electric vehicles and renewable energy.
Manufacturing & Supply Chain
onsemi is executing a significant manufacturing realignment, transitioning from 150mm to 200mm (8‑inch) silicon carbide wafers. The company confirmed it is on track to begin generating meaningful revenue from 200mm production in early 2026. onsemi has 19 manufacturing sites in 9 countries, 43 design centers, and over 80,000 different parts.
The company established collaborations with GlobalFoundries and Innoscience to develop and manufacture next‑generation gallium nitride (GaN) power devices.
Enterprise Customers & End Markets
onsemi serves automotive OEMs, industrial manufacturers, and AI data center operators. Key customers include Mercedes‑Benz (SiC power modules) and Subaru (ADAS image sensors). The company's strategy is to "lead in automotive, industrial, and AI data center power."
Competitive Landscape
onsemi competes with Infineon, STMicroelectronics, Texas Instruments, and NXP. In power discretes and modules, onsemi holds 8.5% market share. The company is the top supplier of image sensors to automotive ADAS applications.
Strategic Partnerships & Acquisitions
- Vcore Power Technology (October 2025): Acquired IP licenses from Aura Semiconductor to strengthen power management portfolio for AI data centers
- GlobalFoundries Collaboration: Developing next‑generation GaN power devices
- Innoscience MoU: Exploring expanded production of GaN power devices
Recent Developments
- FY2025 revenue of $6.0 billion
- Q4 2025 revenue of $1.53 billion
- $1.4 billion free cash flow generated in 2025
- vGaN power semiconductors introduced
- Transition to 200mm SiC production on track for early 2026
Why the Company Matters
onsemi is a critical supplier of intelligent power and sensing solutions for the automotive electrification and industrial automation megatrends. Its silicon carbide power modules enable electric vehicle efficiency and range, while its image sensors provide the "eyes" for ADAS and autonomous driving systems. With a strategic focus on AI data center power and a manufacturing transition to 200mm SiC wafers, onsemi is positioning itself as a key enabler of the electrified, automated, and AI‑powered future.
Profile compiled August 2026. Information is current as of the date of compilation.