Revenue distribution by industry:

• Automotive industry: approx. 35%
• Industrial applications: approx. 30%
• Communication and data processing: approx. 20%
• Consumer electronics: approx. 15%

TOP 3 markets and their percentage shares:

• USA: approx. 40%
• China: approx. 25%
• Europe: approx. 20%

ON Semiconductor Corporation generates the majority of its revenue from the automotive industry, driven by the increasing demand for semiconductors for electric vehicles and driver assistance systems. Industrial applications, including automation and energy efficiency solutions, also represent a significant portion of the revenue.

Geographically, the US market is the largest for ON Semiconductor, followed by China, which plays an important role in semiconductor manufacturing and consumption. Europe is the third largest market, particularly due to demand in the automotive and industrial sectors.

Production Sites of ON Semiconductor:

ON Semiconductor Corporation operates several production facilities worldwide. The key locations include:

• United States: Multiple plants, including ones in Arizona and Oregon.
• Asia: Production sites in countries such as China, Malaysia, and South Korea.
• Europe: Plants in countries like Belgium and the Czech Republic.

The company pursues a global production strategy to diversify its supply chains and efficiently serve demand in various markets. This geographical distribution enables ON Semiconductor to flexibly respond to market changes and optimize production costs.

Revenue Growth: 18.5% (2024) Research & Development (R&D) Expenses: 12% of revenue (2024)

ON Semiconductor Corporation pursues a growth strategy that is heavily focused on the development and introduction of new technologies in the semiconductor sector. The company invests significantly in research and development to expand its product range and offer innovative solutions for the automotive, industrial, and communication markets.

An essential part of the strategy is the expansion into the field of energy-efficient products, particularly in the automotive industry, where the demand for semiconductors for electric vehicles and advanced driver assistance systems is increasing. ON Semiconductor aims to strengthen its market position through strategic partnerships and acquisitions to gain access to new technologies and markets.

Additionally, the company is focusing on optimizing its production capacities and improving supply chain efficiency to better meet the increasing demand for its products. These measures are intended to increase profitability and ensure long-term growth.

Main raw materials: Silicon, copper, gold, aluminum, rare earths

Countries of origin:

• Silicon: China, USA
• Copper: Chile, Peru
• Gold: South Africa, Australia
• Aluminum: China, Russia
• Rare Earths: China, Australia

ON Semiconductor Corporation sources a variety of raw materials essential for the production of semiconductors and electronic components. Silicon, as the main component of semiconductors, is mainly imported from China and the USA. Copper and aluminum, used for wiring and casings, primarily come from Chile, Peru, China, and Russia.

Gold is used in small quantities for making connections and contacts and is mainly sourced from South Africa and Australia. Rare earths, needed for specific electronic applications, mainly come from China and Australia.

The dependence on certain countries, especially China, for critical raw materials such as silicon and rare earths, is a strategic risk that the company seeks to minimize by diversifying its supply chains.

Market share in the field of power semiconductors: 20% (estimated 2025)

Research and Development (R&D) expenses: 1.2 billion USD (2024)

ON Semiconductor Corporation has a significant competitive advantage in the field of power semiconductors, particularly due to its strong market position and innovation capabilities. With an estimated market share of 20% in 2025, the company is well positioned to benefit from the increasing demand for energy-efficient solutions.

The company heavily invests in research and development, with expenses of 1.2 billion USD in 2024. These investments enable ON Semiconductor to continuously develop new technologies and products that meet customer requirements and enhance competitiveness.

In addition, ON Semiconductor benefits from strategic partnerships and a broad customer base, making the company resilient to market fluctuations. The focus on sustainable and innovative solutions gives the company an advantage in an increasingly environmentally conscious market.

Institutional Investor Share: 92% (estimated, based on 2023 data)

Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share at ON Semiconductor Corporation is traditionally high, indicating the confidence of large investment firms in the company's long-term performance. In 2023, this share was approximately 92%, and it is likely to remain in a similar range by 2025.

Regarding insider buys and sells, there have been no significant changes or unusual activities in recent years that would suggest a shift in management's confidence in the company's development. This indicates a stable assessment by the company's leadership regarding future business prospects.

Market share of ON Semiconductor: Estimated around 3-4% (2025)

Top competitors and their market shares:

1. Texas Instruments: Approximately 15-18%
2. Infineon Technologies: Approximately 10-12%
3. STMicroelectronics: Approximately 8-10%
4. NXP Semiconductors: Approximately 7-9%
5. Analog Devices: Approximately 6-8%
6. ON Semiconductor: Approximately 3-4%
7. Microchip Technology: Approximately 2-3%
8. Renesas Electronics: Approximately 2-3%
9. Maxim Integrated: Approximately 1-2%
10. Rohm Semiconductor: Approximately 1-2%

Moat of ON Semiconductor:

ON Semiconductor has a moderate moat, characterized by its specialization in energy-efficient solutions and a strong presence in automotive and industrial applications. The company benefits from a broad product range and a solid customer base.

In comparison to its competitors, Texas Instruments has a stronger moat, particularly due to its comprehensive product diversification and strong market position in analog and embedded processors. Infineon Technologies also has a significant advantage with its leading position in power semiconductors and automotive applications.

STMicroelectronics and NXP Semiconductors also offer strong competitive advantages through their innovation capabilities and strategic partnerships in various technology areas.

Overall, ON Semiconductor has a respectable but not dominant moat compared to its larger competitors, who are partially better positioned due to their size, innovation capabilities, and market presence.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Automotive Sector: 25% (2024)

ON Semiconductor Corporation recorded strong revenue growth of 18% in 2024, driven by increased demand in the automotive and industrial electronics sectors. The company has successfully established itself as a leading provider of semiconductor solutions for the automotive sector, with a market share of 25%.

The 20% increase in profit in the same year indicates that ON Semiconductor is not only able to increase its revenue but also to operate efficiently and optimize its cost structure. This suggests solid financial health and operational efficiency.

In addition, the company has invested in research and development to expand its product range and drive innovation, which could lead to a stronger market position in the long term. Given these factors, ON Semiconductor could be an attractive investment opportunity, especially for investors interested in the long-term development in the semiconductor technology sector.

Dividend payment: No dividend (as of 2025)

ON Semiconductor Corporation currently does not pay a dividend to its shareholders. The company has been focusing on reinvesting its profits into the growth and expansion of its business segments in recent years. This strategy is typical for companies in the semiconductor industry, which often require high investments in research and development as well as in production capacities.

The reliability of the payout is therefore not relevant as no dividend is being paid. Investors who invest in ON Semiconductor typically do so with a focus on stock price growth and the company's long-term prospects in the technology sector.