Just fooling around with the “crazy, unheard of” idea that AMS OSRAM being the “strategic long-term investor”-part of the puzzle. (Moving production from Taiwan to own production in Malaysia, bringing in/down “corporate” CFO to fit Group-needs and common interests)
Perplexity gave me this overview of OSRAMs strategy and future plans, seems like good fit?
Based on the search results, here are the key future plans for OSRAM under ams ownership:
-
Focus on sensor solutions and photonics:
AMS aims to combine with OSRAM to create a worldwide leader in sensor solutions and photonics. The merger leverages OSRAM’s strong technology, IP, and market position in combination with AMS’s capabilities[1]. -
Investment in LED production:
AMS OSRAM is investing heavily in LED manufacturing, particularly for automotive, AR/VR, horticulture, and UV-C disinfection applications. The company is spending nearly $1 billion on a new LED and microLED production facility in Kulim, Malaysia[5]. -
Expansion of 8-inch wafer production:
The new Kulim plant will produce LEDs and microLEDs using 8-inch wafers, an upgrade from the previous 6-inch wafers, potentially improving production efficiency[5]. -
Focus on chip-level operations:
AMS OSRAM is honing its focus on chip-level operations, including LEDs, lasers, and sensors[5]. -
Divestiture of non-core businesses:
The company plans to sell off several general lighting operations to streamline its portfolio, including:- Traxon Technologies (architectural and façade lighting)
- Clay Paky (entertainment lighting)
- Digital Systems Eurasia (lighting electronics and LED drivers)[5]
-
Facility optimization:
AMS OSRAM is closing its 44-year-old LED site in Penang, Malaysia, and replacing it with a new, more efficient single-building facility in nearby Batu Kawan[5]. -
Continued operation of key sites:
The company will maintain its LED production at the Regensburg, Germany site, which has also taken on vertical cavity surface-emitting laser (VCSEL) production[5]. -
Strategic focus on automotive LED market:
With the microLED market for consumer electronics not developing as expected, AMS OSRAM is adjusting its strategy to focus more on the automotive LED market, which is projected to grow significantly in the coming years[2].
These plans indicate that AMS OSRAM is focusing on high-value, technology-driven segments of the LED and photonics markets while divesting non-core operations to create a more streamlined and efficient company.
Citations:
[1] OSRAM-closing | ams OSRAM
[2] ams Osram firms up microLED exit plan
[3] Closing | ams OSRAM
[4] Press corner | European Commission
[5] Ams Osram to spend nearly a billion dollars on new LED plant | LEDs Magazine
