ON Semiconductor Competitive Intelligence & Landscape
onsemi.com ·
Overview
ON Semiconductor Overview
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].
Sources
Company Overview | onsemi
onsemi.com
About onsemi
onsemi.com
onsemi: Intelligent Power and Sensing Technologies
onsemi.com
Company History - onsemi
onsemi.com
$6.0b $1.5301b
onsemi.com
Worldwide Locations | onsemi
onsemi.com
Form 10-K for ON Semiconductor Corp filed 02/09/2026
investor.onsemi.com
Company Contacts | onsemi
onsemi.com
Who We Are | onsemi
onsemi.com
News & Insights - onsemi
onsemi.com
ON Semiconductor Weekly Intel Updates
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Competitors
ON Semiconductor Competitors
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].
Sources
onsemi Competitors: Complete List & Market Landscape
distillintelligence.com
Top onsemi (ON) Competitors 2026
marketbeat.com
ON Semiconductor's Competitors, Revenue, Number of ...
owler.com
Top Onsemi Alternatives, Competitors
cbinsights.com
onsemi Competitors and Alternatives - Owler
owler.com
ON Semiconductor Competitors | Comparably
comparably.com
ON Semiconductor Corp Peers & Key Competitors - GlobalData
globaldata.com
ON Semiconductor's Competition & Correlation Matrix | Stocks: ON - Macroaxis
macroaxis.com
ON Semiconductor Corporation (ON) Competitive Analysis & Comparison (2026)
koalagains.com
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
tradingview.com
Product & Pricing
ON Semiconductor Product and Pricing Intelligence
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.
Sources
Product Recommendation Tools+
onsemi.com
Silicon Carbide (SiC) MOSFETs | onsemi
onsemi.com
onsemi: Intelligent Power and Sensing Technologies
onsemi.com
IGBT - Product Recommendation Tool+
onsemi.com
Products and Technology - onsemi
onsemi.com
Bluetooth Low Energy
onsemi.com
NV25256MUW
onsemi.com
onsemi Standard Terms and Conditions of Sale
onsemi.com
Product Services | onsemi
onsemi.com
WebDesigner+ Design Tools
onsemi.com
Ad Campaigns
ON Semiconductor Ad Campaigns
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See of ON Semiconductor's ads
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Hiring & Layoffs
ON Semiconductor Hiring and Layoffs
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
Sources
Career Opportunities - onsemi
onsemi.com
Careers - onsemi
onsemi.com
Professionals | onsemi
onsemi.com
Careers Locations | onsemi
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Start Your Career | onsemi
onsemi.com
Germany Careers | onsemi
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Careers at onsemi
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Japan Careers | onsemi
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Students | onsemi
onsemi.com
China Careers | onsemi
onsemi.com
Leadership
ON Semiconductor Management and Leadership Team
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/].
Sources
Leadership | onsemi
onsemi.com
Company Overview | onsemi
onsemi.com
Leadership HIDDEN - onsemi
onsemi.com
$6.0b $1.5301b
onsemi.com
Hassane El-Khoury - onsemi
onsemi.com
Hassane El-Khoury - Management - Investor Relations
investor.onsemi.com
Corporate Fact Sheet
onsemi.com
Vincent C. Hopkin
onsemi.com
Robert Tong - onsemi
onsemi.com
Committee Composition | onsemi - Investor Relations
investor.onsemi.com
Financials
ON Semiconductor Financial Performance, Fundraising, M&A
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].
Sources
Financials – Investor Relations | onsemi
investor.onsemi.com
[PDF] Form 10-K for ON Semiconductor Corp filed 02/09/2026
investor.onsemi.com
onsemi Reports Fourth Quarter and Full Year 2025 Results
onsemi.com
Investor Relations | onsemi | onsemi
investor.onsemi.com
[PDF] Form 10-K for ON Semiconductor Corp filed 02/10/2025
investor.onsemi.com
onsemi
onsemi.com
$6.0b $1.5301b
onsemi.com
onsemi - onsemi Reports Fourth Quarter and Full Year 2025 Results
investor.onsemi.com
onsemi Reports First Quarter 2026 Results | onsemi
onsemi.com
onsemi - onsemi Reports First Quarter 2026 Results
investor.onsemi.com
Partnerships
ON Semiconductor Partnerships, Clients and Vendors
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].
Sources
onsemi and NIO Expand Strategic Collaboration to Accelerate Next-Generation 900V EV Platforms | onsemi
onsemi.com
onsemi and Geely Expand Strategic Collaboration to Elevate the ...
onsemi.com
onsemi and FORVIA HELLA Extend Strategic Collaboration with Next-Generation Power Technology | onsemi
onsemi.com
onsemi - onsemi and DENSO Collaborate for a Strengthened Relationship
investor.onsemi.com
onsemi and BorgWarner Expand Strategic Collaboration for Silicon Carbide Worth Over $1 Billion in Lifetime Value | onsemi
onsemi.com
onsemi - onsemi and Geely Expand Strategic Collaboration to Elevate the Driving Experience
investor.onsemi.com
onsemi - Vitesco Technologies and onsemi Sign SiC Long-Term Supply Agreement and Agree to Invest in SiC Technology Capacity Expansion
investor.onsemi.com
onsemi - onsemi and Magna Sign Strategic Agreements to Invest in Silicon Carbide for Growing Electric Vehicle Market
investor.onsemi.com
onsemi - onsemi and Schaeffler Expand Collaboration with New EliteSiC-based PHEV Platform
investor.onsemi.com
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries | onsemi
onsemi.com
Events
ON Semiconductor Event Participations
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/].
Sources
Unforgettable Events | onsemi
onsemi.com
Webinars | onsemi
onsemi.com
Conferences - onsemi
onsemi.com
onsemi Financial Analyst Day 2026
onsemi.com
Embedded World 2026
onsemi.com
Webinar Archive - onsemi
onsemi.com
onsemi at PCIM Europe 2026
onsemi.com
Events – Investor Relations | onsemi
investor.onsemi.com
electronica China 2026
onsemi.com
onsemi
onsemi.com
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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