Industry Revenues:

• Automotive Industry: approx. 85%
• Industrial Electronics: approx. 10%
• Consumer Goods and Others: approx. 5%

TOP 3 Markets:

• Germany: approx. 35%
• USA: approx. 25%
• China: approx. 20%

Elmos Semiconductor SE generates the majority of its revenues from the automotive industry, which is attributed to its specialization in semiconductor solutions for the automotive sector. The remaining revenues are distributed among industrial electronics and consumer goods.

In terms of geographical distribution, Germany is the largest market, followed by the USA and China. These markets are crucial for the company as they exhibit strong demand for automotive technologies and high growth potential.

Main Production Site: Dortmund, Germany

Elmos Semiconductor SE produces the majority of its products in Dortmund, Germany. The company is known for its specialization in semiconductor solutions, especially for the automotive industry. In addition to its headquarters in Dortmund, Elmos has additional production capacities and development centers focusing on researching and developing new technologies.

Elmos relies on a combination of in-house manufacturing and strategic partnerships to expand its production capacities and meet the growing market demands.

Revenue growth: 8.5% (2025) Research and development ratio: 15% of revenue (2025)

Elmos Semiconductor SE pursues a growth strategy that strongly focuses on innovation and technological leadership in the field of semiconductors for the automotive industry. The company continuously invests in research and development to expand its product range and develop new technologies that meet the requirements of the next generation of vehicles.

Another focus is on geographical expansion, especially in fast-growing markets such as Asia and North America. Elmos plans to increase its production capacities and enter into strategic partnerships with leading automotive manufacturers to strengthen its market position.

In addition, Elmos is committed to sustainability and efficiency improvements in production to reduce costs and minimize its ecological footprint. These measures are intended to enable the company to grow profitably in the long term and to compete in a highly competitive market.

Main raw materials: Silicon, Copper, Gold

Countries of origin:

• Silicon: China, USA
• Copper: Chile, Peru
• Gold: South Africa, Australia

Elmos Semiconductor SE sources essential raw materials such as silicon, copper, and gold for the production of their semiconductors. Silicon, the main material for manufacturing semiconductor chips, is mainly imported from China and the USA. Copper, needed for wiring and electrical connections in the chips, primarily comes from Chile and Peru. Gold, used for coating and connections in the semiconductors, is sourced from South Africa and Australia.

These countries are leading in the production and export of these raw materials, making them preferred partners for companies like Elmos Semiconductor SE. However, dependence on these countries can also pose risks in terms of supply chain disruptions and price volatility.

Market Share in the Semiconductor Industry: Estimated 2-3% (2026)
R&D Expenditure as a Percentage of Revenue: Approximately 15% (2025)
Patents and Intellectual Property: Over 300 active patents (2025)

Elmos Semiconductor SE has a moderate competitive advantage in the semiconductor industry, especially in the field of automotive applications. The company is known for its specialized solutions in sensing and microelectronics, which are increasingly in demand in modern vehicles.

A key aspect of Elmos' competitive advantage is its strong R&D focus. With approximately 15% of revenue invested in research and development, the company positions itself as an innovator in the industry. These investments enable Elmos to continuously develop new technologies and improve existing products.

Furthermore, Elmos has an extensive portfolio of patents and intellectual property, which strengthens its position against competitors. These patents protect the company's technological innovations and create barriers to entry for new market participants.

Despite these strengths, Elmos operates in a fiercely competitive market dominated by large international corporations. Therefore, it is crucial for the company to further expand its innovation capabilities and specialization to secure and enhance its competitive advantage.

Institutional Investor Share: 45% (estimated, 2026)
Insider Purchases: No significant purchases in the last 12 months
Insider Sales: 2.5 million euros (estimated, 2026)

The institutional investor share in Elmos Semiconductor SE is estimated to be 45%. This indicates a solid interest from institutional investors, suggesting confidence in the long-term corporate strategy.

There have been no significant insider purchases in the last 12 months, which could indicate that the management does not see significant undervaluations of the company. However, insider sales amounting to approximately 2.5 million euros were recorded, which could indicate profit-taking or personal financial decisions by the insiders.

Market share of Elmos Semiconductor SE: 3.5% (estimated for 2026)

Main competitors and their market shares:

1. Infineon Technologies AG: 20%
2. NXP Semiconductors: 15%
3. STMicroelectronics: 12%
4. Texas Instruments: 10%
5. ON Semiconductor: 8%
6. Analog Devices: 7%
7. Renesas Electronics: 5%
8. Elmos Semiconductor SE: 3.5%
9. Microchip Technology: 3%
10. Rohm Semiconductor: 2%

Moat of Elmos Semiconductor SE:

Elmos Semiconductor SE has a specialized moat through its focus on the development of mixed-signal semiconductors, which are particularly used in the automotive industry. This specialization allows the company to position itself in a niche market that is less served by larger, diversified semiconductor manufacturers.

In comparison to larger competitors like Infineon or NXP, which have more comprehensive product portfolios and greater economies of scale, Elmos' moat is less pronounced. These larger companies benefit from more extensive research and development budgets, enabling them to react faster to market changes and drive innovation.

However, Elmos' specialization in specific applications in the automotive industry provides some protection against direct competition from the larger players focusing on broader market segments. Nevertheless, competition remains intense, and Elmos' ability to differentiate itself through technological innovations and custom solutions is crucial for maintaining and expanding its market share.

Revenue Growth: 10% (2025) R&D Expenses: 15% of revenue (2025) Market Share in the Automotive Sector: 5% (2025)

Elmos Semiconductor SE has achieved solid revenue growth of 10% in recent years, driven by increasing demand for semiconductors in the automotive sector. The company is heavily investing in research and development, with expenses accounting for 15% of revenue. This indicates strong innovation capabilities that could be crucial for future growth.

Elmos' market share in the automotive sector is 5%, representing a solid position, especially in a growing market segment. Continuous investments in new technologies and expanding the product portfolio could place the company in an advantageous position to benefit from the increasing electrification and digitalization in the automotive industry.

Overall, Elmos Semiconductor SE could present an attractive investment opportunity, especially for investors interested in long-term growth in the technology sector. The strong R&D focus and strategic market positioning are positive indicators for the company's future development.

Dividend Yield: 2.5% (2025)
Dividend Growth: 5% annually (last 3 years)

Elmos Semiconductor SE distributed a dividend in 2025 with a yield of 2.5%. Over the last three years, the company has been able to increase its dividend payments by approximately 5% annually, indicating a reliable payout policy.

The company demonstrates solid financial performance and stable earnings, supporting the continuity of dividend payments. Analysts expect that Elmos Semiconductor SE will continue to be able to pay dividends in the coming years and possibly increase them further, depending on overall market developments and company performance.