[News] ams OSRAM Posts Solid Q2 Results at the Midpoint of Guidance Despite Currency Headwinds and Executes First Steps of Its Accelerated Deleveraging Plan

News Source: 

ams OSRAM delivers 18.8 % adj. EBITDA at revenues of EUR 775 m in Q2, confirms 2025 FCF outlook above EUR 100 m and executes first steps of its accelerated deleveraging plan​​​​​​​

“We showed a solid performance in Q2 in a still difficult market with good profitability on the back of rapid implementation of ‘Re-establish-the Base’ and preproduction for the second half, as well as a very good design-win momentum securing future semiconductor business. We continue to expect a stronger second half although the weaker US Dollar weighs on topline results and tariffs discussions instigate continuously uncertainty.” said Aldo Kamper, CEO of ams OSRAM.

“Our plan to accelerate our balance sheet deleveraging is unfolding. The extension of the Revolving Credit Facility, the private placements of additional 2029 senior notes to prefinance long-term any bulk exercises of OSRAM minority put options and to re-purchase 2027 convertible bonds, but especially the first disposal for reducing leverage show that we keep track in executing our finance milestones as well.” said Rainer Irle, CFO of ams OSRAM.

 Gold+ Member Report

(Global LED Industry Database vs. LED Player Movement Quarterly Update)

Report Title
Content
Format
Publication
LED Industry Demand
and Supply Database
Demand Market Analysis:
PDF / Excel
1Q (Mid March)
3Q (Early September)
2025-2029 Demand Market Forecast
(Backlight and Flash LED / General Lighting / Agricultural Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck & Scooter / Video Wall / UV LED / IR LED / Micro LED / Mini LED)
Supply Market Analysis:
1. LED Chip Market Value (External Sales, Total Sales)
2. WW New / Accumulated GaN LED and AS/P LED MOCVD Chamber Installations
3. GaN LED and AS/P LED Wafer Market Demand (By Region / By Wafer Size)
4. GaN LED and AS/P LED Wafer Market Demand and Supply Analysis
LED Player Revenue
and Capacity
LED Chip Market Analysis:
PDF / Excel
2Q (Early June)
4Q (Early December)
Top 10 LED Chip Manufacturers by Revenue and Wafer Capacity
LED Package Market Analysis:
LED Package Manufacturers: Total Revenue, LED Revenue, and Capacity Analysis
Top 10 LED Package Players by Revenues in Backlight and Flash LED, Lighting, Automotive, Video Wall, UV LED
LED Industry Price Survey
Sapphire / Chip / Package (Backlight, General Lighting, Agricultural Lighting, Automotive, Video Wall, UV LED, IR LED, VCSEL)
Excel
1Q (Mid March)
2Q (Early June)
3Q (Early September)
4Q (Early December)
LED Industry Quarterly Update
Major Players Quarterly Update:
PDF
1Q (Mid March)
2Q (Early June)
3Q (Early September)
4Q (Early December)
EU / U.S- Lumileds, ams OSRAM, Cree LED
JP- Nichia, Stanley, ROHM
KR- Samsung, Seoul Semiconductor, Seoul Viosys
ML- Dominant
TW- Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride
CN- San’an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS
Micro/Mini LED
Exhibit Report
CES 2025 / Touch Taiwan 2025
PDF
Aperiodically

If you would like to know more details , please contact:

Global Contact:
 
ShenZhen:
Grace Li
E-mail :  Graceli@trendforce.com
Tel : +886-2-8978-6488 ext.916
  Perry Wang
E-mail :  Perrywang@trendforce.cn
Tel : +86-755-82838931 ext.6800
Disclaimers of Warranties
1. The website does not warrant the following:
1.1 The services from the website meets your requirement;
1.2 The accuracy, completeness, or timeliness of the service;
1.3 The accuracy, reliability of conclusions drawn from using the service;
1.4 The accuracy, completeness, or timeliness, or security of any information that you download from the website
2. The services provided by the website is intended for your reference only. The website shall be not be responsible for investment decisions, damages, or other losses resulting from use of the website or the information contained therein<
Proprietary Rights
You may not reproduce, modify, create derivative works from, display, perform, publish, distribute, disseminate, broadcast or circulate to any third party, any materials contained on the services without the express prior written consent of the website or its legal owner.
Seoul Semiconductor has developed an innovative LED light source—SunLike—that reproduces a spectrum nearly identical to natural sunlight. The technology is gaining attention for its positive effects on eye health, including reducing ... READ MORE

Pro9™ technology uses Potassium Fluoride Silicon (KSF or PFS) phosphor to boost the efficiency of LED components, especially those delivering higher CRI. Cree LED’s Pro9 LEDs are covered under a technology license from Current Ligh... READ MORE