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5. ams-OSRAM AG Business Report FY ended Dec. 2023

ams-OSRAM AG Business Report FY ended Dec. 2023

 
Factors
1) Net Sales
-In the fiscal year ended December 31, 2023, the Company’s net sales decreased by 25.5% to EUR 3,590 million from the previous year’s EUR 4,819 million. The decrease was mainly driven by portfolio effects from the sale of business activities in the segment Lamps & Systems and the lower demand for semiconductor products, especially in its consumer applications business. The sales of business activities in FY 2023 related to the remaining Digital Systems (DS) business in Europe and Asia, the automotive lighting systems business (AMLS Italy), and Clay Paky S.p.A.

2) Semiconductor segment sales
-Sales in the Company’s Semiconductor segment for the fiscal year ended December 31, 2023, decreased by 23.4% to EUR 2,425 million from the previous year. The decrease was mainly driven by the decline in consumer applications business, as some important customer projects are coming to an end and there was a general decline in global smartphone sales. However, the automotive market for LEDs normalized in 2023. The Company recorded a significant upturn in demand, particularly from China.

3) Lamps & Systems segment sales
-The Company’s sales of Lamp & Systems segment for the fiscal year ended December 31, 2023, decreased to EUR 1,165 million or 29.5% from the previous year. The automotive segment of Lamp & Systems recorded a positive business development in 2023. The OEM business performed in line with expectations, while the automotive aftermarket business developed positively. Other business areas of the segment, such as lighting products for various entertainment, medical, and industrial applications performed weaker in line with the market environment.
 

Awards

-The Company won BYD's Outstanding Partnership award in 2023.
 

EU funding around EUR 300 million for supporting R&D in Regensburg
-The Company received notice of IPCEI (Important Project of Common European Interest) funding from the German federal government and the Free State of Bavaria. It will support the Company’s R&D of innovative optoelectronic components at its Regensburg location. The company will receive more than EUR 300 million in public funding over the next 5 years. It will create 400 new high-tech jobs and support its manufacturing process at the plant. In addition, the Company will invest in new clean room and laboratory facilities for research, development, and pilot production for working on various innovative applications (e.g., UV-C LEDs for disinfection and near-infrared emitters for LiDAR for autonomous driving), as well as on fields of application in the context of Industry 4.0. The construction of the first pilot assembly line for 8-inch wafer production is currently underway to launch the cost-efficient large-scale production of highly innovative microLEDs in the future. (From a press release dated September 20, 2023)

R&D Structure

-In the fiscal year ended December 31, 2023, the Company had an average of 3,144 employees working in research and development.
 

R&D Facilities

-As of December 31, 2023, the Company has more than 40 major locations for research and development.
 

Product Development

Third generation of OSLON Submount PL LEDs
-The Company announced the launch of the third generation of its OSLON Submount PL LEDs for automotive lighting. The new LEDs support direct mounting to a heatsink which provides system cost savings in standard low- or high-beam headlamps. They also offer around 9% higher brightness than the previous generation. The OSLON Submount PL Gen3 family is available in 2 sizes of light emitting area (LEA), which are (1030 µm)2 LEA and (1150 µm)2 LEA. The (1030 µm)2 LEA option provides a balance between luminance and efficacy, while the (1150 µm)2 LEA option is optimized for efficacy. The new LEDs also offer high thermal stability and a uniform beam pattern characterized by homogeneous color-over-angle radiation. (From a press release dated November 9, 2023)

C18 180nm CMOS specialty technology
-The Company announced that the new C18 180nm CMOS specialty technology will be manufactured in its 200mm fabrication facility in Austria. Regular multi-product wafer (MPW) prototyping services on the C18 line will start in November 2023.  It is ideally suited for sensors and sensor interface devices. The process will also be qualified for automotive or medical applications. The introduction of the C18 180nm CMOS process technology offers customers additional analog and mixed-signal device manufacturing options. The process also supports advanced ams OSRAM production technologies such as optical coating. The Company’s Process Development Kit (PDK) provides chip designers with a plug-and-play toolset for C18 implementations. It offers improved analog and mixed-signal features and device performance as well as highly accurate simulation models. Design productivity is enhanced by the latest version of the hitkit design environment. This comes with 1.8V and 3.3V NMOS and PMOS devices. A memory generation service for RAMs and ROMs, as well as zero-mask-level-adder EEPROM IP blocks, completes the offering. (Based on ams OSRAM press release on October 13, 2023)

ALIYOS LED-on-foil technology
-The Company launched its ALIYOS LED-on-foil technology. The advantages of the ALIYOS technology are transparency, thinness, and 2.5D bendability. This will enable car makers to create their brand personality through exterior and interior lighting, as well as to introduce new 3D lighting and animation effects for displaying dynamic individual messages and information signals to drivers and other road users. Legal requirements, such as UN Regulation No. 148 for the brightness of rear lights and stop lights as well as turn indicators, can be met via the application of this technology. The industrialization of this technology has started. It will roll out in 2025 and target to achieve compliance with automotive quality and safety standards by this time. The Company presented it at the ISAL 2023 automotive lighting symposium in Darmstadt, Germany, on September 25-27. (From a press release dated September 25, 2023)

h-Digi microLED based on ams OSRAM’s EVIYOS 2.0 LED for headlamps
-Marelli launched the h-Digi microLED module, which is based on the ams OSRAM’s light source EVIYOS 2.0, for automotive front lighting. The module, featuring around 40,000 LED pixels (20,000 per lamp), is now in series production. The new EVIYOS 2.0 LED enables fully adaptive, dynamic headlight operation and image projection. The new high-resolution module manages the LEDs selectively to create flexible low-beam and high-beam light distributions, adapting to various driving situations. It also provides dynamic curve light and precise glare-free high beam block-out zones to avoid blinding oncoming drivers. Moreover, the h-Digi microLED can project warnings or driver assistance images on the road in the driver’s field of view. This is the first time that LEDs with a size of 40 µm x 40 µm are introduced as pixel elements in vehicle headlamps. Two micro-LED options are offered: a 1:4 aspect ratio with 25,600 pixels, or a 1:3 aspect ratio with 19,200 pixels per lamp. The h-Digi microLED is Marelli’s second generation of high-resolution projection systems, following the h-Digi launched in 2018. (From a press release dated July 19, 2023)

Third generation of OSLON Compact PL
-The Company announced the introduction of the third generation of its OSLON Compact PL family of automotive LEDs, with a technical improvement of 8% higher brightness than the predecessor. This new generation LED enables carmakers to increase vehicles’ energy efficiency and reduce their CO2 emissions, thanks to its stronger efficacy. It also helps reduce costs by enabling manufacturers of headlamps and daytime running lamps to produce a specified luminous output using fewer LEDs. Compact LEDs housed in a ceramic package, the new AEC-Q102 qualified OSLON Compact PL, which is based on ams OSRAM’s advanced UX.3 chip, is also certified for corrosion robustness to Class 3A. This new LED produces 440 lm in a single chip variant, compared to the predecessor’s 405 lm. It is also available in 2-, 3- and 4-chip variants, and with a light emitting surface area of up to (1150 µm)2. (From a press release dated June 22, 2023)

IR VCSEL emitter for in-cabin sensing applications
-The Company announced the launch of the new infrared (IR) laser modules, the TARA2000-AUT-SAFE vertical-cavity surface-emitting laser (VCSEL) family for automotive in-cabin sensing applications, which claims a grater eye safety feature than existing VCSEL modules. The new TARA2000-AUT-SAFE family includes a new interlock loop method for completely safeguarding ultra-fast detection of faults that can compromise eye safety. The interlock method helps reduce the bill of materials, resulting in lower system cost. The new TARA2000-AUT-SAFE, which produces a tightly controlled beam of IR light at a peak wavelength of 940nm, consists of an ams OSRAM VCSEL chip and micro-lens array (MLA) packaged in a compact module. The 940nm emitter, which are sampling now, is supplied in 2 versions (TARA2000-940-W-AUT-SAFE and TARA2000-940-UN-AUT-SAFE), with a field of illumination optimized for driver monitoring and cabin monitoring using 2D NIR or 3D indirect time-of-flight cameras. In addition, the Company will supply this new product in mass production volumes to a top-10 global carmaker from 2024. (From a press release dated May 30, 2023)

Patents

-Through December 31, 2023, the Company has approximately 13,600 patents and patent applications.

Investment in Malaysia

-The Company and the Malaysian Investment Development Authority (MIDA) announced the mutual support for the continued investment and expansion in Malaysia, through a Collaborative Agreement. In August 2023, The Malaysian Ministry of Investment, Trade and Industry (MITI) and MIDA visited the ams OSRAM HQ in Austria, to understand the technology development approaches and the construction progress on ams OSRAM’s first fully-automated 8-inch microLED manufacturing facility for mass production in Malaysia. Located at Kulim Hi-Tech Park in Kedah, this facility broke ground in 2022, ams OSRAM’s 50th year in Malaysia, and the build-out and installation is progressing as planned. With MIDA’s support, the Company will continue to closely work with local public research institutes, universities, colleges, and vendor development programs to advance technologies and implement use cases for Industry 4.0. (From the Malaysian Industrial Development Authority press release on September 11, 2023)