onsemi — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
3 家客戶5 家合作夥伴19 家競爭對手1 條持股關係12 份來源申報文件
收錄於供應鏈主題地圖：類比與電源半導體 · 寬能隙功率元件（GaN 與 SiC）
客戶（其供應的公司）
供應給 →
Great Wall
申報於 2026-08-03 · 28 天前
“Secured strategic AI data center platform wins with Great Wall, a leading China cloud infrastructure power supplier, expanding EliteSiC and silicon MOSFETs and controller content”— ON 8-K，申報於 2026-08-03 EDGAR · 查看原始申報文件 ↗onsemi 獲得 Great Wall 的策略性 AI 資料中心平台採用，擴大 EliteSiC 及矽 MOSFET 與控制器的搭載內容。（以原文為準）
供應給 →
Rivian
申報於 2026-08-03 · 28 天前
“Extended leadership in automotive zonal architecture and on-board charging with Rivian’s R2 platform with power solutions that enable efficient power distribution and conversion”— ON 8-K，申報於 2026-08-03 EDGAR · 查看原始申報文件 ↗onsemi 透過為 Rivian 的 R2 平台提供電源解決方案，延伸在汽車區域架構與車載充電之領導地位。（以原文為準）
供應給 →
Sineng Electric
申報於 2026-05-04 · 119 天前
“Announced new design win with Sineng Electric to power its 430kW liquid-cooled energy storage systems and 320 kW solar inverter”— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗onsemi 宣布取得 Sineng Electric 新設計案，為其 430 kW 液冷儲能系統及 320 kW 太陽能逆變器供電。（以原文為準）
合作夥伴與協作
申報於 2026-02-09 · 203 天前
“our assembly and test operations facility located in Leshan, China, which is owned by Leshan-Phoenix Semiconductor Company Limited, a joint venture company in which we own 80% of the outstanding equity interests ("Leshan"). The financial and operating results of Leshan have been consolidated in our financial statements. Our joint venture partner is Leshan Radio Company Ltd.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 持有 Leshan-Phoenix Semiconductor 80% 股權，其合資夥伴為 Leshan Radio。（以原文為準）
合作夥伴 ↔
Geely
申報於 2026-05-04 · 119 天前
“expanded collaborations with Geely and NIO”— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗onsemi 擴大了與 Geely 的合作。（以原文為準）
合作夥伴 ↔
NIO
申報於 2026-05-04 · 119 天前
“expanded collaborations with Geely and NIO”— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗onsemi 擴大了與 NIO 的合作。（以原文為準）
合作夥伴 ↔
Innoscience
申報於 2026-02-09 · 203 天前
“Signed a memorandum of understanding (MoU) with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience’s proven 200mm GaN-on-silicon process.”— ON 8-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 與 Innoscience 簽署備忘錄，探討利用 Innoscience 的 200mm GaN-on-silicon 製程擴大氮化鎵功率元件生產。（以原文為準）
合作夥伴 ↔
GlobalFoundries
申報於 2026-02-09 · 203 天前
“Established a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V.”— ON 8-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 與 GlobalFoundries 簽訂新合作協議，共同開發及製造 650V 氮化鎵功率元件。（以原文為準）
競爭對手
相互競爭 ↔
Alpha & Omega
申報於 2026-08-27 · 4 天前
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗onsemi 是 Alpha & Omega 在功率離散元件領域的主要競爭對手之一。（以原文為準）
相互競爭 ↔
Wolfspeed
最近確認於 2026-08-20 · 11 天前 · 經 2 份申報文件佐證
“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
相互競爭 ↔
Monolithic Power
最近確認於 2026-02-27 · 185 天前 · 經 2 份申報文件佐證
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Monolithic Power 在部分產品線上與 onsemi 等公司直接競爭。（以原文為準）
相互競爭 ↔
Navitas
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 的主要 SiC 競爭對手包括 onsemi。（以原文為準）
相互競爭 ↔
Littelfuse
申報於 2026-02-19 · 193 天前
“In the Electronics segment, the Company’s competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc.”— LFUS 10-K，申報於 2026-02-19 EDGAR · 查看原始申報文件 ↗在電子領域，onsemi 是 Littelfuse 的競爭對手之一。（以原文為準）
相互競爭 ↔
Vishay
申報於 2026-02-13 · 199 天前
“• MOSFETs: Infineon, Nexperia, ON Semiconductor, Renesas, STMicroelectronics, Toshiba.”— VSH 10-K，申報於 2026-02-13 EDGAR · 查看原始申報文件 ↗Vishay 在 MOSFET 領域的競爭對手包括 onsemi 等公司。（以原文為準）
相互競爭 ↔
Diodes
申報於 2026-02-10 · 202 天前
“Some of our larger competitors include Infineon Technologies A.G., Epson, Kyocera, Nexperia, NXP Semiconductors N.V., ON Semiconductor Corporation, Renesas Electronics Corporation, Texas Instruments, and Vishay Intertechnology, Inc.”— DIOD 10-K，申報於 2026-02-10 EDGAR · 查看原始申報文件 ↗Diodes 的部分較大競爭者包括 onsemi。（以原文為準）
相互競爭 ↔
Infineon
申報於 2026-02-09 · 203 天前
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 的 PSG 部門主要競爭者包括 Infineon。（以原文為準）
相互競爭 ↔
STMicroelectronics
申報於 2026-02-09 · 203 天前
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 將 STMicroelectronics 列為主要競爭對手之一。（以原文為準）
相互競爭 ↔
ROHM
申報於 2026-02-09 · 203 天前
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 的 PSG 業務主要競爭者包括 ROHM Semiconductor。（以原文為準）
相互競爭 ↔
Nexperia
申報於 2026-02-09 · 203 天前
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 將 Nexperia 列為主要競爭對手之一。（以原文為準）
相互競爭 ↔
Texas Instruments
申報於 2026-02-09 · 203 天前
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 的 AMG 產品與解決方案之競爭者包括 Texas Instruments。（以原文為準）
相互競爭 ↔
Analog Devices
申報於 2026-02-09 · 203 天前
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 將 Analog Devices 列為其部分產品與解決方案之競爭對手。（以原文為準）
相互競爭 ↔
Renesas
申報於 2026-02-09 · 203 天前
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗Renesas 是 onsemi 在 AMG 產品領域的競爭者之一。（以原文為準）
相互競爭 ↔
NXP
申報於 2026-02-09 · 203 天前
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 將 NXP 列為其部分產品與解決方案之競爭對手。（以原文為準）
相互競爭 ↔
Sony
申報於 2026-02-09 · 203 天前
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 指出 Sony 是其 ISG 產品與解決方案的競爭對手之一。（以原文為準）
相互競爭 ↔
Samsung
申報於 2026-02-09 · 203 天前
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗Samsung 是 onsemi 部分產品與解決方案的競爭對手之一。（以原文為準）
相互競爭 ↔
Omnivision Technologies
申報於 2026-02-09 · 203 天前
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗在 ISG 的某些產品和解決方案市場，onsemi 的競爭對手包括 Omnivision Technologies 等公司。（以原文為準）
相互競爭 ↔
Power Integrations
申報於 2026-02-06 · 206 天前
“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”— POWI 10-K，申報於 2026-02-06 EDGAR · 查看原始申報文件 ↗Power Integrations 之馬達驅動 IC 與 onsemi 等公司之功率模組競爭。（以原文為準）
所有權與投資
申報於 2026-02-09 · 203 天前
“Leshan-Phoenix Semiconductor Company Limited, a joint venture company in which we own 80% of the outstanding equity interests. The financial and operating results of Leshan have been consolidated in our financial statements.”— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 持有 Leshan Phoenix Semiconductor 80% 的股權，並將其財務及營運結果合併入報表。（以原文為準）
公司公告
onsemi 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
Earnings per share increases four times faster than revenue year-over-year SCOTTSDALE, Ariz., – August 3, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its second quarter 2026 results with the following highlights: • Revenue of $1,604 million, increasing 9% year-over-year • GAAP gross margin of 38.4% and non-GAAP gross margin of 39.3%（申報原文節錄，以原文為準）顯示更多原文
• GAAP operating margin of 16.1% and non-GAAP operating margin 20.8% • GAAP diluted earnings per share of $0.56 and non-GAAP diluted earnings per share $0.74 • Cash from operations increased by 150% and free cash flow of $425.4 million quadrupled year-over-year • Share repurchases of $332 million , bringing year-to-date shareholder returns to approximately 105% of free cash flow “We delivered revenue, gross margin and earnings per share above the midpoint of guidance, reflecting strengthening demand, particularly across AI-driven applications, and growing customer adoption of our differentiated solutions, including Treo and our high voltage power solutions,” said Hassane El-Khoury, President and CEO of onsemi.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
Year-over-year operating income growth outpaces revenue growth by 2x SCOTTSDALE, Ariz., – May 4, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its first quarter 2026 results with the following highlights: • Revenue of $1,513 million, exceeding the midpoint of our guidance • GAAP and non-GAAP gross margin of 38.5% • GAAP operating margin of (3.5)% and non-GAAP operating margin 19.1%（申報原文節錄，以原文為準）顯示更多原文
• GAAP diluted loss per share of ($0.08) and non-GAAP diluted earnings per share $0.64 • Share repurchases of $346 million , representing approximately 160% of free cash flow “We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery. Our AI data center business accelerated, growing more than 30% sequentially.” said Hassane El‑Khoury, President and CEO of onsemi.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
Returned $1.4 billion of 2025 Free Cash Flow through share repurchases SCOTTSDALE, Ariz., – Feb. 9, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: • Fourth quarter revenue of $1,530 million • Fourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2% , respectively（申報原文節錄，以原文為準）顯示更多原文
• Fourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8% , respectively • Fourth quarter GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.45 and $0.64, respectively • 2025 cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving record high free cash flow margin of 24% “We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO, onsemi. “We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
Results exceed expectations SCOTTSDALE, Ariz., – Nov. 3, 2025 – onsemi (the “Company”) (Nasdaq: ON) today announced its third quarter 2025 results with the following highlights: • Revenue of $1,550.9 million • GAAP gross margin of 37.9% and non-GAAP gross margin of 38.0% • GAAP operating margin of 17.0% and non-GAAP operating margin of 19.2%（申報原文節錄，以原文為準）顯示更多原文
• GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.63 • Cash from operations of $418.7 million • Free cash flow of $372.4 million grew 22% year-over-year to 24% of revenue • Year-to-date share repurchases of $925 million, approximately 100% of free cash flow “Our third quarter results exceeded expectations, underscoring the strength of our strategy and the resilience of our business model. We’re seeing continued signs of stabilization across our core markets, as well as positive growth in AI,” said Hassane El-Khoury, President and CEO, onsemi.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
Returned over 100% of free cash flow year-to-date through share repurchases SCOTTSDALE, Ariz., – Aug. 4 , 2025 – onsemi (the “Company”) (Nasdaq: ON) today announced its second quarter 2025 results with the following highlights: • Revenue of $1,468.7 million • GAAP gross margin and non-GAAP gross margin of 37.6%（申報原文節錄，以原文為準）顯示更多原文
• GAAP operating margin and non-GAAP operating margin of 13.2% and 17.3% , respectively • GAAP diluted earnings per share and n on-GAAP diluted earnings per share of $0.41 and $0.53 , respectively • Cash from operations of $184.3 million and free cash flow of $106.1 million “Our ongoing transformation is resulting in a more predictable business model, reflecting the strength of our strategy and our commitment to long-term value creation. We are beginning to see signs of stabilization across our end markets, and we remain well-positioned to benefit from a market recovery,” said Hassane El-Khoury, president and CEO, onsemi.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗