ams Osram have agreed to sell their non-optical analogue and mixed-signal sensors business – focused on automotive, industrial, and medical applications – to Infineon for €570m in cash. In 2025, that business generated around €220m in annual revenue and €60m in adjusted EBITDA. The transaction includes the related business assets and intellectual property, and around 230 employees across four primary sites will transfer to Infineon. Production facilities are not part of the transaction; instead, ams Osram will provide manufacturing services to Infineon for multiple years. With only the customary regulatory approvals required, the transaction is expected to close in the second calendar quarter of 2026.
Following a transition to align the organization, infrastructure, and cost base with their new focus on semiconductor photonics, ams Osram foresee significant mid- and long-term growth opportunities driven by the global digital photonics megatrend.
To capture this momentum, ams Osram will intensify investments in the likes of their high-pixel-count Eviyos forward-lighting solutions, micro-emitter projection arrays for AR smart glasses, and optical scale-up interconnects for AI data centres. In sensing, investment priorities include spectral sensing, biosensing, and multi-zone time-of-flight distance sensing, particularly for robotics.
In parallel, ams Osram will expand their CMOS capabilities by expanding their emitter-driver and power-management IC portfolio and scaling their 200-mm mixed-signal foundry in Premstätten to meet rapidly growing global demand for these technologies.
