ON Semiconductor

ON Semiconductor Competitive Intelligence & Landscape

onsemi.com ·

Overview

ON Semiconductor Overview

onsemi (formerly ON Semiconductor) is a global leader specializing in intelligent power and intelligent sensing technologies [https://www.onsemi.com/company/about-onsemi/company-overview]. The company was rebranded in 2021 to better reflect its broad technology portfolio, differentiated product lines, and market leadership [https://www.onsemi.com/company/about-onsemi/company-history].

onsemi delivers solutions that enable electrification, energy efficiency, safety, and automation, helping customers solve complex challenges and achieve higher efficiency, improved performance, and lower system costs [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf]. Its products support a safer, cleaner, and more energy-efficient world [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf].

The core products and services of onsemi revolve around innovative semiconductor solutions for various applications [https://www.onsemi.com/company/about-onsemi]. These include advanced power management and sensor technologies [https://www.onsemi.com/company/about-onsemi]. The company's focus is on providing industry-leading intelligent power and sensing solutions that greatly improve the safety, sustainability, and power efficiency of end products [https://www.onsemi.com/careers/who-we-are].

onsemi produces tens of billions of units per year, showcasing its significant global manufacturing capabilities [https://www.onsemi.com/careers/who-we-are].

The primary target markets for onsemi's technologies are diverse and include the automotive, industrial, and AI data center end-markets [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf]. They also serve the cloud, medical, and IoT markets [https://www.onsemi.com/]. The company's mission is to build a better future through its intelligent power and image sensing technologies [https://www.onsemi.com/].

onsemi was founded in 1999 [https://www.onsemi.com/careers/who-we-are]. While it operates a global network of design centers, manufacturing facilities, sales offices, and support locations [https://www.onsemi.com/company/about-onsemi/locations], its corporate contacts indicate a presence in Scottsdale, Arizona [https://www.onsemi.com/support/company-contacts]. With approximately 29,000 employees worldwide, onsemi maintains a substantial global footprint [https://www.onsemi.com/careers/who-we-are].

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Competitors

ON Semiconductor Competitors

onsemi, a semiconductor manufacturer specializing in power and sensing technologies, faces competition from several key players in the industry [https://www.distillintelligence.com/competitors/onsemi]. One prominent competitor is Texas Instruments, a manufacturer of analog and embedded processors [https://www.distillintelligence.com/competitors/onsemi].

Texas Instruments is often compared to onsemi due to its market position, financial strengths, and competitive advantages in the analog and mixed-signal semiconductor space [https://koalagains.com/stocks/NASDAQ/ON/competition].

STMicroelectronics is another significant rival, particularly in the growing electric vehicle (EV) chip market [https://www.tradingview.com/news/zacks:ed1220ac8094b:0-onsemi-vs-stmicroelectronics-which-ev-chip-stock-is-the-better-buy/]. Both onsemi and STMicroelectronics are leading suppliers with differentiated automotive chip portfolios, focusing on power management, silicon carbide (SiC), sensors, and automotive microcontrollers, as global automakers transition to EVs [https://www.tradingview.com/news/zacks:ed1220ac8094b:0-onsemi-vs-stmicroelectronics-which-ev-chip-stock-is-the-better-buy/].

Microchip Technology also stands out as a competitor, known for its microcontrollers and analog semiconductors [https://www.distillintelligence.com/competitors/onsemi].

Microchip Technology is frequently benchmarked against onsemi in terms of industry, sector, and investor interest [https://www.marketbeat.com/stocks/NASDAQ/ON/competitors-and-alternatives/].

Infineon is identified as a top competitor to onsemi, among other major players like Broadcom and NXP [https://www.owler.com/company/onsemi/competitors]. These companies collectively have a substantial footprint in the semiconductor market, with Infineon being a direct rival that influences onsemi's competitive landscape [https://www.owler.com/company/onsemi/competitors].

Product & Pricing

ON Semiconductor Product and Pricing Intelligence

ON Semiconductor (onsemi.com) provides a diverse range of semiconductor products and design tools, though specific pricing plans and tiers for its tools are not explicitly detailed on its website. The company emphasizes assisting customers in selecting the right products based on desired features, performance, and price. Users can navigate product categories such as discrete power modules, silicon carbide (SiC) MOSFETs, and Bluetooth Low Energy solutions to find components for their applications [https://www.onsemi.com/products].

ON Semiconductor offers various product recommendation tools, including Product Recommendation Tools+™ and WebDesigner+™ Power Supply (WD+). These tools facilitate filtering by technology, such as power supplies and management, diodes, and JFETs, to help users find optimal products [https://www.onsemi.com/design/tools-software/product-recommendation-tools-plus]. Notably, the Power Supply PRT+ incorporates an AI-powered assistant to interpret user input and intelligently filter onsemi components, verifying IC/design suitability [https://www.onsemi.com/design/tools-software/product-recommendation-tools-plus].

Individual product pricing is visible for specific components, such as the IGBT (600V, 3A, 1.2V, DPAK, Planar) at $0.45 and another IGBT (650V, 3A) at $1.55 within the IGBT - Product Recommendation Tools+ [https://www.onsemi.com/design/tools-software/product-recommendation-tools-plus/igbt/products]. An EEPROM Serial 256-Kb SPI - Automotive Grade 1 is priced at $0.6596 [https://www.onsemi.com/products/timing-logic-memory/memory/eeprom-memory/nv25256muw]. While these are individual component prices, the company's Standard Terms and Conditions of Sale indicate that quoted prices do not include tariffs, surcharges, taxes, or fees and may be changed at onsemi’s discretion prior to the acceptance of a purchase order, unless a written pricing agreement is in place [https://www.onsemi.com/site/pdf/onsemi_Standard-Terms-and-Conditions-of-Sale.pdf].

ON Semiconductor also provides product services related to quality and reliability, as well as assistance with obsolete and End-of-Life (EOL) products, including conversion services to find replacements [https://www.onsemi.com/products/product-services]. This suggests a focus on long-term customer support and design continuity, which can impact overall project costs and planning, though not directly a pricing plan.

Ad Campaigns

ON Semiconductor Ad Campaigns

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Hiring & Layoffs

ON Semiconductor Hiring and Layoffs

ON Semiconductor (onsemi.com) is actively seeking to expand its workforce, with numerous career opportunities available across various fields globally. The company emphasizes a strategy of attracting top talent to advance its position in intelligent power and sensing technologies. Their careers page highlights a wide array of roles, including engineering, operations, manufacturing, marketing, sales, finance, and human resources [https://www.onsemi.com/careers/start-your-career]. This robust hiring trend signals a strategic investment in growth and innovation within the semiconductor industry.

onsemi's commitment to growth is further evidenced by its extensive global presence and recruitment efforts. The company is actively hiring in multiple countries, including the Czech Republic, Germany, China, Ireland, Japan, the Philippines, Romania, Slovakia, South Korea, the United Kingdom, and the United States [https://www.onsemi.com/careers/who-we-are/careers-locations]. Notably, their operations in Japan are described as a significant hub for manufacturing, development, and sales functions, indicating a strong focus on expanding capabilities in key regions [https://www.onsemi.com/careers/who-we-are/careers-locations/japan-careers].

The company is particularly interested in attracting both seasoned professionals and students.

onsemi offers

Leadership

ON Semiconductor Management and Leadership Team

ON Semiconductor (onsemi.com) is led by its President, Chief Executive Officer, and Director, Hassane El-Khoury [https://www.onsemi.com/company/about-onsemi/company-overview]. He also serves as a director for the company [https://www.onsemi.com/company/about-onsemi/leadership/hassane-el-khoury]. The executive leadership team also includes Thad Trent as Executive Vice President and Chief Financial Officer [https://www.onsemi.com/company/about-onsemi/company-overview].

Key executives on the onsemi team include Sudhir Gopalswamy, Group President of Intelligent Sensing and Analog and Mixed-Signal Groups, and Simon Keeton, Group President of the Power Solutions Group [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf].

Dr. Wei-Chung Wang holds the position of Executive Vice President of Global Manufacturing & Operations [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q23Mar13.pdf]. Other significant leaders include Felicity Carson, Senior VP and Chief Marketing Officer, and Paul Dutton, Senior VP and Chief Legal Officer [https://www.onsemi.com/company/about-onsemi/leadership-hidden].

Further strengthening the management, onsemi's executive team features Achyut Shah, Dr. Steven Gray as Senior VP of New Product Development, and Jon Imperato as Senior VP of Sales and Applications [https://www.onsemi.com/company/about-onsemi/leadership][https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf].

Dr. Marcus Kneifel is the Senior VP of Systems Engineering [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf]. Former executives like Michael Balow (Executive VP, Sales) and Pamela Tondreau (Executive VP, Chief Legal Officer) were noted in earlier reports [https://www.onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q23Mar13.pdf].

Notable changes and transitions include Vincent C. Hopkin, who previously served as Executive Vice President and General Manager of the Advanced Solutions Group, having joined onsemi in 2008 [https://www.onsemi.com/company/about-onsemi/leadership/vincent-c-hopkin]. More recently, Robert Tong joined onsemi in 2008 and currently serves as the Senior Vice President and General Manager of the Advanced Solutions Group (ASG) [https://www.onsemi.com/company/about-onsemi/leadership/robert-tong]. The company's board includes members such as Bruce E. Kiddoo and Gregory L. Waters on the Audit Committee, and Paul A. Mascarenas on the Executive Committee [https://investor.onsemi.com/governance/committee-composition/].

Financials

ON Semiconductor Financial Performance, Fundraising, M&A

onsemi, a leading provider of intelligent power and sensing technologies, demonstrates robust financial activity with consistent revenue generation and strategic M&A. For the fourth quarter of fiscal year 2025, the company reported revenues of $1,530 million, alongside a GAAP gross margin of 36.0% and a non-GAAP gross margin of 38.2% [onsemi.com/company/news-media/press-announcements/en/onsemi-reports-fourth-quarter-and-full-year-2025-results]. This financial performance underscores onsemi's strong position in the automotive, industrial, and AI data center end-markets [onsemi.com/site/pdf/onsemi-fact-sheet-en-4Q25.pdf].

Continuing into fiscal year 2026, onsemi reported first-quarter revenues of $1,513 million, exceeding its guidance midpoint [onsemi.com/company/news-media/press-announcements/en/onsemi-reports-first-quarter-2026-results]. The company also announced a GAAP and non-GAAP gross margin of 38.5% for the same period [onsemi.com/company/news-media/press-announcements/en/onsemi-reports-first-quarter-2026-results]. These figures highlight onsemi's continued ability to generate substantial revenue from the sale of its semiconductor products to distributors and direct customers [investor.onsemi.com/static-files/40a669b2-f045-488a-9933-547b2943c3e6].

In terms of M&A, onsemi strategically acquired Synaptics on June 25, 2026 [investor.onsemi.com/investor-relations/]. Furthermore, onsemi has been active in divesting manufacturing facilities, as evidenced by agreements to sell two such facilities announced on July 7, 2026, as part of its Fab Right Strategy [investor.onsemi.com/investor-relations/]. The company also previously acquired the Silicon Carbide Junction Field-Effect Transistor (SiC JFET) technology business from Qorvo US, Inc., generating revenue to a lesser extent from product development agreements [investor.onsemi.com/static-files/40a669b2-f045-488a-9933-547b2943c3e6].

Partnerships

ON Semiconductor Partnerships, Clients and Vendors

onsemi has established a robust network of strategic partnerships, particularly within the automotive sector, focusing on advanced power and sensing technologies. A key area of collaboration involves its EliteSiC technology, which is being integrated into next-generation electric vehicle (EV) platforms to enhance efficiency, performance, and scalability. Notable clients and partners leveraging this technology include NIO, expanding their long-term collaboration for 900V EV platforms [https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-and-nio-expand-strategic-collaboration-to-accelerate-next-generation-900v-ev-platforms], and Geely Auto Group, for deeper integration across vehicles built on Geely’s SEA-S and Super Hybrid variants [https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-and-geely-expand-strategic-collaboration-to-elevate-the-driving-experience].

Further solidifying its presence in the automotive industry, onsemi has expanded its strategic collaboration with BorgWarner Inc. for silicon carbide technology, representing over $1 billion in lifetime value [https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-and-borgwarner-expand-strategic-collaboration-for-silicon-carbide-worth-over-1-billion-in-lifetime-value]. The company also has a strengthened relationship with DENSO CORPORATION, supporting the procurement of autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies, a partnership that has spanned over 10 years [https://investor.onsemi.com/news-releases/news-release-details/onsemi-and-denso-collaborate-strengthened-relationship]. Additionally, Magna is integrating onsemi EliteSiC into its traction inverter solutions to improve EV range and efficiency [https://investor.onsemi.com/news-releases/news-release-details/onsemi-and-magna-sign-strategic-agreements-invest-silicon], and Schaeffler is utilizing onsemi’s next-generation EliteSiC product line for a new PHEV platform [https://investor.onsemi.com/news-releases/news-release-details/onsemi-and-schaeffler-expand-collaboration-new-elitesic-based].

In terms of technology integration, onsemi and FORVIA HELLA have extended their strategic collaboration, with FORVIA HELLA adopting onsemi’s PowerTrench® T10 MOSFET technology for advanced automotive platforms [https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-and-forvia-hella-extend-strategic-collaboration-with-next-generation-power-technology]. Furthermore, Vitesco Technologies has signed a long-term supply agreement with onsemi for silicon carbide (SiC) and will invest $250 million to expand SiC technology capacity, securing supply worth $1.9 billion [https://investor.onsemi.com/news-releases/news-release-details/vitesco-technologies-and-onsemi-sign-sic-long-term-supply].

Looking to future technological advancements, onsemi is collaborating with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, starting with 650V. This collaboration aims to combine GF’s 200mm eMode GaN-on-silicon process with onsemi’s silicon drivers, controllers, and packaging to create more efficient systems optimized for AI applications and various other sectors [https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-to-develop-next-generation-gan-power-devices-with-globalfoundries].

Events

ON Semiconductor Event Participations

ON Semiconductor (onsemi.com) actively participates in a variety of events, including conferences, trade shows, and webinars, to showcase its intelligent power and sensing solutions. The company hosts an annual onsemi Financial Analyst Day to provide a deeper view into its strategy, technology leadership, and long-term growth priorities, with the 2026 event scheduled for September 16 in New York, NY [https://www.onsemi.com/company/events][https://www.onsemi.com/company/events/onsemi-financial-analyst-day-2026].

onsemi frequently attends major industry conferences globally. For example, they participated in Embedded World 2026 in Nuremberg from March 10-12, where they exhibited cutting-edge semiconductor solutions and hosted technical sessions led by their engineers and executives [https://www.onsemi.com/company/events/embedded-world-2026]. Similarly, they were present at PCIM Europe 2026 from June 9-11 in Nuremberg, demonstrating system-level power semiconductor solutions across various technologies like Si, SiC, and GaN [https://www.onsemi.com/company/events/pcim-europe-2026].

electronica China 2026 also saw onsemi in attendance from July 1-3 in Shanghai, featuring technical speaking sessions on topics such as embodied AI and third-generation power semiconductors [https://www.onsemi.com/company/events/electronica-china-2026].

The company also offers a comprehensive program of webinars, accessible through their website, which includes live sessions and an extensive archive of past webinars and seminars [https://www.onsemi.com/company/events/webinars][https://www.onsemi.com/company/events/webinar-archive]. These resources cover a wide range of topics, including specific "Power Webinars" designed to help engineers stay current with advancements in power supply design, with on-demand sessions on subjects like Silicon Carbide (SiC) technology [https://www.onsemi.com/design/power-webinars]. Additionally, onsemi hosts earnings conference calls, such as the one for their First Quarter 2026 earnings, available via webcast [https://investor.onsemi.com/events/].

Frequently Asked Questions

What is ON Semiconductor's strategic focus based on its event participation?

ON Semiconductor's event participation indicates a strong strategic focus on intelligent power and sensing solutions, particularly in the automotive, industrial, and AI data center markets. This is evidenced by their attendance at major industry conferences like Embedded World, PCIM Europe, and electronica China, where they showcase SiC, Si, and GaN technologies, and host technical sessions on topics such as embodied AI and third-generation power semiconductors.

What does ON Semiconductor's hiring activity signal about its growth strategy?

ON Semiconductor's robust hiring activity across engineering, operations, manufacturing, marketing, sales, finance, and HR roles globally signals a strategic investment in growth and innovation. The company is actively expanding its workforce in numerous countries, including the Czech Republic, Germany, China, Japan, and the United States, to advance its position in intelligent power and sensing technologies.

How do ON Semiconductor's recent financial results reflect its market position?

ON Semiconductor's consistent revenue generation and strong gross margins reflect its solid market position in intelligent power and sensing technologies. The company reported $1,530 million in revenue for Q4 2025 with a 36.0% GAAP gross margin, and $1,513 million for Q1 2026 with a 38.5% GAAP gross margin, exceeding guidance and demonstrating sustained financial performance in automotive, industrial, and AI data center markets.

What is the strategic implication of ON Semiconductor's M&A and divestment activities?

ON Semiconductor's strategic M&A and divestment activities, such as acquiring Synaptics in June 2026 and divesting two manufacturing facilities as part of its 'Fab Right Strategy' in July 2026, indicate a focus on optimizing its asset portfolio and concentrating on core intelligent power and sensing technologies. These actions suggest a drive towards enhanced efficiency and a more focused operational footprint.

Which executives are critical to ON Semiconductor's strategic direction in power and sensing technologies?

Hassane El-Khoury, as President, CEO, and Director, leads ON Semiconductor's overall strategic direction. Key executives driving specific technology areas include Sudhir Gopalswamy for Intelligent Sensing and Analog and Mixed-Signal Groups, and Simon Keeton for the Power Solutions Group, indicating a clear focus on these core intelligent power and sensing segments.

Who are ON Semiconductor's primary competitors in the EV chip market, and how do they differentiate?

ON Semiconductor's primary competitors in the EV chip market include STMicroelectronics and Infineon. Both STMicroelectronics and ON Semiconductor are leading suppliers with differentiated automotive chip portfolios, focusing on power management, SiC, sensors, and automotive microcontrollers. Infineon also offers a full range of SiC, GaN, and IGBT products under its CoolSiC brand, providing a broad alternative for power and MCU designs.

What kind of strategic partnerships has ON Semiconductor prioritized?

ON Semiconductor has prioritized strategic partnerships within the automotive sector, focusing on the integration of its EliteSiC technology into next-generation EV platforms. Notable collaborations include NIO, Geely Auto Group, BorgWarner Inc., DENSO CORPORATION, Magna, and Schaeffler, all aimed at enhancing efficiency, performance, and scalability for electric vehicles and ADAS technologies.

How is ON Semiconductor leveraging technology to support customer product selection?

ON Semiconductor leverages technology through tools like Product Recommendation Tools+™ and WebDesigner+™ Power Supply (WD+), which include an AI-powered assistant. These tools help customers filter components by technology, verify IC/design suitability, and find optimal products based on desired features, performance, and price, streamlining the design-in process for complex semiconductor solutions.

What is the significance of ON Semiconductor's collaboration with GlobalFoundries (GF) for GaN devices?

ON Semiconductor's collaboration with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices is significant for expanding its power technology portfolio. This partnership aims to combine GF's 200mm eMode GaN-on-silicon process with ON Semiconductor's silicon drivers, controllers, and packaging to create more efficient systems, particularly optimized for AI applications and other sectors.

What does ON Semiconductor's support for obsolete and EOL products imply about its customer strategy?

ON Semiconductor's provision of product services for obsolete and End-of-Life (EOL) products, including conversion services to find replacements, implies a strong focus on long-term customer support and design continuity. This strategy aims to reduce overall project costs and planning complexities for customers, fostering sustained relationships rather than just transactional sales.

In what geographical regions is ON Semiconductor expanding its operational and recruitment footprint?

ON Semiconductor is expanding its operational and recruitment footprint globally, with active hiring in countries such as the Czech Republic, Germany, China, Ireland, Japan, the Philippines, Romania, Slovakia, South Korea, the United Kingdom, and the United States. Japan is noted as a significant hub for manufacturing, development, and sales functions, indicating a strategic focus on key international regions.

How does ON Semiconductor position itself against larger competitors like Texas Instruments and Analog Devices?

ON Semiconductor competes with larger entities like Texas Instruments and Analog Devices, both of which generally have greater market capitalization and revenue. While ON Semiconductor serves similar automotive and industrial sectors, Texas Instruments and Analog Devices often target higher-end market segments where performance is the primary consideration, suggesting ON Semiconductor may focus on a broader range or specific value propositions.

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