ON Semiconductor Corporation (ON): Business Model Canvas

In der dynamischen Welt der Halbleiterinnovation entwickelt sich die ON Semiconductor Corporation zu einem Kraftpaket, das Technologielandschaften in den Bereichen Automobil, Industrie und Unterhaltungselektronik verändert. Mit einem strategischen Geschäftsmodell, das modernstes Halbleiterdesign, robuste globale Partnerschaften und unermüdliche technologische Innovation vereint, hat sich ON als entscheidender Wegbereiter leistungsstarker elektronischer Lösungen positioniert, die Effizienz, Zuverlässigkeit und Leistung in verschiedenen Marktsektoren vorantreiben. Diese Untersuchung des Business Model Canvas von ON enthüllt die komplizierten Mechanismen hinter ihrem Erfolg und zeigt, wie sie durch fortschrittliche Leistungs- und analoge Halbleitertechnologien, die das globale Elektronik-Ökosystem neu gestalten, kontinuierlich Mehrwert schaffen.

ON Semiconductor Corporation (ON) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit großen Elektronikherstellern

ON Semiconductor unterhält strategische Partnerschaften mit wichtigen Elektronikherstellern:

Partner	Partnerschaftsfokus	Gründungsjahr
Apple Inc.	Halbleiterkomponenten für das Energiemanagement	2018
Samsung-Elektronik	Fortschrittliches Halbleiterdesign	2020
Foxconn	Zusammenarbeit in der Fertigung und Lieferkette	2019

Kooperationspartner für Halbleiterdesign und Technologie

Zu den Technologiekooperationspartnern gehören:

• ARM Holdings (Halbleiter-IP-Design)
• TSMC (Halbleiterfertigung)
• GlobalFoundries (fortgeschrittene Prozesstechnologien)

Globale Lieferketten- und Fertigungsnetzwerkanbieter

Anbieter	Standort	Jährliche Produktionskapazität
TSMC	Taiwan	12 Millionen 300-mm-Wafer/Jahr
UMC	Taiwan	8 Millionen 300-mm-Wafer/Jahr
GlobalFoundries	Vereinigte Staaten	6 Millionen 300-mm-Wafer/Jahr

Forschungseinrichtungen und universitäre Technologieentwicklungsprogramme

• Massachusetts Institute of Technology (MIT)
• Stanford-Universität
• Georgia Institute of Technology

Erstausrüster (OEMs) für Automobil- und Industrieausrüstung

OEM-Partner	Halbleiteranwendung	Jährlicher Halbleiterumsatz
Tesla	Leistungselektronik	275 Millionen Dollar
Bosch	Automobilsensoren	340 Millionen Dollar
Siemens	Industrielle Automatisierung	210 Millionen Dollar

ON Semiconductor Corporation (ON) – Geschäftsmodell: Hauptaktivitäten

Design und Engineering von Halbleiterchips

Ab 2024 stellt ON Semiconductor 634,8 Millionen US-Dollar für Forschungs- und Entwicklungskosten bereit. Das Unternehmen beschäftigt 1.823 Konstrukteure an mehreren Standorten weltweit.

Designschwerpunkte	Anzahl aktiver Designprojekte
Energiemanagement-ICs	127
Analoge Halbleiterlösungen	93
Automobil-Halbleiterdesigns	64

Fortschrittliche Fertigung von Leistungs- und analogen Halbleiterlösungen

ON Semiconductor betreibt weltweit 17 Produktionsstätten mit einer Gesamtfertigungskapazität von 1,2 Millionen Wafern pro Jahr.

• Produktionsstandorte in den USA, China, der Tschechischen Republik, der Slowakei und den Philippinen
• Durchschnittliche Fertigungsausbeute: 94,3 %
• Gesamtinvestitionen in die Fertigung im Jahr 2024: 872 Millionen US-Dollar

Forschung und Entwicklung innovativer Halbleitertechnologien

Im Jahr 2024 unterhält ON Semiconductor 1.246 aktive Patentanmeldungen und hält 3.892 bestehende Halbleitertechnologiepatente.

F&E-Schwerpunktbereich	Patentanmeldungen
Energiemanagementtechnologien	412
Innovationen im Automobil-Halbleiterbereich	287
Industrielle Halbleiterlösungen	203

Produktprüfung und Qualitätssicherung

ON Semiconductor betreibt acht spezielle Testzentren mit einer Gesamttestkapazität von 2,4 Millionen Halbleitereinheiten pro Monat.

• Größe des Qualitätssicherungsteams: 612 Fachleute
• Durchschnittliche Produkttestzeit: 48 Stunden pro Halbleitercharge
• Qualitätsmängelquote: 0,07 %

Globale Vertriebs- und technische Supportdienste

ON Semiconductor unterhält Vertriebsniederlassungen in 25 Ländern mit 782 engagierten Fachleuten für Vertrieb und technischen Support.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter
Nordamerika	276
Europa	203
Asien-Pazifik	303

ON Semiconductor Corporation (ON) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Halbleiterfertigungsanlagen

ON Semiconductor betreibt ab 2023 weltweit 22 Produktionsstätten mit wichtigen Standorten in:

Standort	Anzahl der Einrichtungen
Vereinigte Staaten	5
China	4
Philippinen	4
Andere internationale Standorte	9

Portfolio für geistiges Eigentum

Ab 2023 hält ON Semiconductor:

• Über 6.500 aktive Patente
• Ungefähr 2.300 anhängige Patentanmeldungen
• Patentportfolio, das mehrere Halbleitertechnologien umfasst

Zusammensetzung der Belegschaft

Gesamtbelegschaftsstatistik für 2023:

Kategorie	Anzahl der Mitarbeiter
Gesamtzahl der Mitarbeiter	21,700
Technische Arbeitskräfte	6,510
F&E-Experten	3,255

Forschungs- und Entwicklungskapazitäten

F&E-Investitionen für das Geschäftsjahr 2023:

• Gesamtausgaben für Forschung und Entwicklung: 637 Millionen US-Dollar
• F&E-Ausgaben als Prozentsatz des Umsatzes: 8,7 %

Kapitalinvestition in Produktionsausrüstung

Investitionen für 2023:

• Gesamtinvestitionen: 825 Millionen US-Dollar
• Investition in fortschrittliche Fertigungstechnologien: 412 Millionen US-Dollar

ON Semiconductor Corporation (ON) – Geschäftsmodell: Wertversprechen

Hochleistungsfähige Stromversorgungs- und analoge Halbleiterlösungen

ON Semiconductor meldete im Jahr 2022 einen Jahresumsatz von 6,882 Milliarden US-Dollar, wobei Energiemanagementlösungen einen erheblichen Teil ihres Produktportfolios ausmachen. Das Unternehmen bietet Hochleistungs-Halbleitertechnologien aus Siliziumkarbid (SiC) und Galliumnitrid (GaN)..

Produktkategorie	Umsatzbeitrag	Marktsegment
Energiemanagement-ICs	2,1 Milliarden US-Dollar	Automobil, Industrie
Analoge Halbleiterlösungen	1,5 Milliarden US-Dollar	Unterhaltungselektronik

Energieeffiziente und kompakte elektronische Komponenten

ON Semiconductor konzentriert sich auf die Entwicklung energieeffizienter Halbleiterlösungen mit geringerer Stromverbrauch und kleinere Formfaktoren.

• Bis zu 40 % höhere Energieeffizienz bei Halbleiterdesigns
• Die Größe der Halbleitergehäuse wurde im Vergleich zu früheren Generationen um 30 % reduziert
• Energieeffizienzbewertungen, die internationalen Umweltstandards entsprechen

Maßgeschneiderte Halbleiterdesigns für spezifische Industrieanwendungen

Das Unternehmen bietet maßgeschneiderte Halbleiterlösungen für verschiedene Branchen.

Industrie	Maßgeschneiderte Lösung	Marktdurchdringung
Automobil	Chips für fortschrittliche Fahrerassistenzsysteme (ADAS).	65 % Marktanteil
Industriell	Hochtemperatur-Halbleiterkomponenten	45 % Marktanteil

Zuverlässigkeit und technologische Innovation in der Halbleitertechnologie

ON Semiconductor investiert 752 Millionen US-Dollar für Forschung und Entwicklung im Jahr 2022, mit Schwerpunkt auf fortschrittlichen Halbleitertechnologien.

• Über 7.500 aktive Patente
• Technologieinnovationsrate von 22 % jährlich
• Mehrere Führungspreise im Bereich Halbleitertechnologie

Kostengünstige Halbleiterlösungen für verschiedene Elektronikmärkte

Das Unternehmen bietet wettbewerbsfähige Preisstrategien für verschiedene Marktsegmente.

Marktsegment	Durchschnittliche Preisstrategie	Kostensenkung
Unterhaltungselektronik	5-10 % unter den Mitbewerberpreisen	Reduzierung der Herstellungskosten um 15 %
Automobilelektronik	Wettbewerbsfähige Preise mit hoher Zuverlässigkeit	Verbesserung der Kosteneffizienz um 20 %

ON Semiconductor Corporation (ON) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und technische Beratung

ON Semiconductor bietet technischen Support über mehrere Kanäle:

Support-Kanal	Reaktionszeit	Abdeckung
Globale technische Supportzentren	Verfügbarkeit rund um die Uhr	Über 20 Länder
Online-Portal für technische Ressourcen	Sofortiger Zugriff	Über 200 Ressourcen zur technischen Dokumentation
Direkte technische Beratung	48-Stunden-Antwortgarantie	Spezialisierte Unterstützung beim Halbleiterdesign

Langfristiger strategischer Partnerschaftsansatz

Strategische Partnerschaftskennzahlen:

• 75 strategische Kundenbeziehungen auf Unternehmensebene
• Durchschnittliche Partnerschaftsdauer: 8,3 Jahre
• 1,2 Milliarden US-Dollar an gemeinschaftlichen Designprojekten

Dedizierte Account-Management-Teams

Kontostufe	Engagierte Manager	Jährlicher Umsatzschwellenwert
Platin	2-3 spezialisierte Manager	50 Millionen US-Dollar+
Gold	1-2 engagierte Manager	10-50 Millionen Dollar
Standard	1 Account Manager	1–10 Millionen US-Dollar

Kontinuierliche Produktentwicklung und Innovation

Kennzahlen für Innovationsinvestitionen:

• 638 Millionen US-Dollar F&E-Ausgaben im Jahr 2023
• 327 neue Patente für Halbleiterdesign
• 12 große Produktlinienerweiterungen

Reaktionsfähige Kundendienstinfrastruktur

Servicemetrik	Leistung
Bewertung der Kundenzufriedenheit	4.7/5
Durchschnittliche Problemlösungszeit	37 Stunden
Globale Supportsprachen	15 Sprachen

ON Semiconductor Corporation (ON) – Geschäftsmodell: Kanäle

Direktvertrieb

Ab 2024 unterhält ON Semiconductor ein globales Direktvertriebsteam von etwa 1.200 Vertriebsmitarbeitern in mehreren Regionen.

Region	Vertriebsmitarbeiter
Nordamerika	425
Europa	350
Asien-Pazifik	425

Online-Produktkataloge und technische Dokumentation

ON Semiconductor bietet umfassende Online-Ressourcen mit den folgenden Kennzahlen:

• Über 15.000 Produktdatenblätter online verfügbar
• Digitale Dokumentationsbibliothek mit über 50.000 technischen Dokumenten
• Website-Verkehr von etwa 2,5 Millionen einzelnen Besuchern pro Monat

Händler für elektronische Komponenten

Top-Distributoren	Jährliches Verkaufsvolumen
Pfeilelektronik	28,7 Millionen US-Dollar
Avnet	22,3 Millionen US-Dollar
Zukünftige Elektronik	15,6 Millionen US-Dollar

Branchenmessen und technische Konferenzen

ON Semiconductor nimmt jährlich an etwa 35–40 großen internationalen Messen teil und nimmt schätzungsweise 15.000 Branchenfachleute direkt ein.

Plattformen für digitales Marketing und technische Kommunikation

• LinkedIn-Follower: 175.000+
• Twitter-Follower: 45.000+
• Aufrufe technischer YouTube-Inhalte: 3,2 Millionen pro Jahr
• Teilnahme an digitalen Webinaren: 22.000 Ingenieure pro Jahr

ON Semiconductor Corporation (ON) – Geschäftsmodell: Kundensegmente

Hersteller von Automobilelektronik

ON Semiconductor bedient Automobilelektronikhersteller mit spezifischer Marktdurchdringung:

Segmentmetriken	Daten für 2023
Automobilumsatz	2,64 Milliarden US-Dollar
Marktanteil bei Automobilhalbleitern	5.2%
Wichtige Kundensegmente	Elektrofahrzeuge, fortschrittliche Fahrerassistenzsysteme (ADAS)

Hersteller von Industrieanlagen

ON Semiconductor liefert wichtige Komponenten für Industrieanlagen:

• Integrierte Schaltkreise zur Energieverwaltung
• Sensortechnologien
• Halbleiter für die industrielle Automatisierung

Kennzahlen für Industriesegmente	Daten für 2023
Industrielle Einnahmen	1,87 Milliarden US-Dollar
Marktdurchdringung	4.8%

Unternehmen der Unterhaltungselektronik

Schwerpunktbereiche für Unterhaltungselektronik:

• Energieverwaltung für Smartphones
• Audio-/Video-Halbleiterlösungen
• Chips für die Konnektivität mobiler Geräte

Kennzahlen zur Unterhaltungselektronik	Daten für 2023
Umsatz mit Unterhaltungselektronik	1,42 Milliarden US-Dollar
Globaler Marktanteil	3.6%

Sektor für erneuerbare Energien

Halbleiterlösungen für erneuerbare Energieanwendungen:

• Solar-Wechselrichter-Technologien
• Leistungsumwandlungshalbleiter
• Energiespeicher-Management-Chips

Segment Erneuerbare Energien	Daten für 2023
Einnahmen aus erneuerbaren Energien	672 Millionen US-Dollar
Marktdurchdringung	3.1%

Unternehmen der Computer- und Kommunikationstechnologie

Halbleiterlösungen für Advanced Computing:

• Energieverwaltung für Rechenzentren
• Hochleistungs-Rechenchips
• Halbleiter für die Netzwerkkommunikation

Berechnen von Segmentmetriken	Daten für 2023
Berechnung der Einnahmen	1,96 Milliarden US-Dollar
Globaler Marktanteil	4.5%

ON Semiconductor Corporation (ON) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

Im Geschäftsjahr 2022 investierte ON Semiconductor 560,4 Millionen US-Dollar in Forschungs- und Entwicklungskosten, was 8,6 % des Gesamtumsatzes entspricht.

Jahr	F&E-Investitionen	Prozentsatz des Umsatzes
2022	560,4 Millionen US-Dollar	8.6%
2021	446,1 Millionen US-Dollar	8.2%

Erweiterte Wartung von Produktionsanlagen

Das Unternehmen betreibt weltweit mehrere Produktionsstätten mit Gesamtinvestitionen in Höhe von 749 Millionen US-Dollar im Jahr 2022.

• Gesamtproduktionsstätten: 16 weltweit
• Hauptproduktionsstandorte: USA, China, Philippinen, Slowakei
• Jährliche Wartungskosten für die Anlage: Ungefähr 120 Millionen US-Dollar

Globale Arbeitsvergütung

Die Gesamtvergütung der Mitarbeiter für das Geschäftsjahr 2022 belief sich auf 1,64 Milliarden US-Dollar und deckte etwa 21.000 Mitarbeiter ab.

Kategorie	Betrag
Gesamtvergütung der Mitarbeiter	1,64 Milliarden US-Dollar
Anzahl der Mitarbeiter	21,000
Durchschnittliche Vergütung pro Mitarbeiter	$78,095

Lieferketten- und Logistikkosten

Die Lieferketten- und Logistikkosten für ON Semiconductor beliefen sich im Jahr 2022 auf rund 385 Millionen US-Dollar.

• Abdeckung des globalen Logistiknetzwerks: über 50 Länder
• Transport- und Lagerkosten: 185 Millionen US-Dollar
• Kosten für die Bestandsverwaltung: 200 Millionen US-Dollar

Kosten für Technologielizenzierung und geistiges Eigentum

Die jährlichen Ausgaben für Technologielizenzen und geistiges Eigentum beliefen sich im Jahr 2022 auf 76,5 Millionen US-Dollar.

IP-Kategorie	Jährliche Kosten
Patentpflege	42,3 Millionen US-Dollar
Technologielizenzierung	34,2 Millionen US-Dollar

ON Semiconductor Corporation (ON) – Geschäftsmodell: Einnahmequellen

Verkauf von Halbleiterkomponenten

Im Geschäftsjahr 2023 meldete ON Semiconductor einen Gesamtnettoumsatz von 6,87 Milliarden US-Dollar. Der Umsatz des Unternehmens mit Halbleiterkomponenten verteilte sich auf mehrere Marktsegmente:

Marktsegment	Umsatzbeitrag
Automobil	3,14 Milliarden US-Dollar
Industriell	1,92 Milliarden US-Dollar
Kommunikation	0,85 Milliarden US-Dollar
Computer	0,66 Milliarden US-Dollar

Maßgeschneiderte Design-Engineering-Dienstleistungen

ON Semiconductor bietet spezialisierte technische Designdienstleistungen mit einem geschätzten Jahresumsatz von etwa 180 Millionen US-Dollar im Jahr 2023.

Lizenzierung von Halbleitertechnologien

Die Einnahmen aus Technologielizenzen für ON Semiconductor im Jahr 2023 wurden auf 45 Millionen US-Dollar geschätzt, was eine strategische Monetarisierungsquelle für geistiges Eigentum darstellt.

Produktsupport und technische Beratung

• Jährlicher Umsatz mit technischem Support: 62 Millionen US-Dollar
• Umfassende Designunterstützungsdienste
• Technische Beratungspakete nach dem Verkauf

Globale Marktumsätze in mehreren Branchen

Geografische Umsatzverteilung für 2023:

Region	Einnahmen	Prozentsatz
Vereinigte Staaten	2,41 Milliarden US-Dollar	35.1%
China	1,58 Milliarden US-Dollar	23.0%
Europa	1,37 Milliarden US-Dollar	19.9%
Rest Asiens	1,05 Milliarden US-Dollar	15.3%
Andere Regionen	0,46 Milliarden US-Dollar	6.7%

ON Semiconductor Corporation (ON) - Canvas Business Model: Value Propositions

Superior energy efficiency for next-generation automotive and AI platforms.

ON Semiconductor Corporation is delivering solutions where energy savings are paramount. A key example is the vertical Gallium Nitride (vGaN) platform, which management stated reduces energy loss by up to 50%. This efficiency gain is critical for managing the surging energy demands of AI data centers and improving the performance envelope of electric vehicles (EVs).

System-level value that reduces energy loss by up to 50% with vGaN.

The proprietary GaN-on-GaN technology in the vGaN solution is designed to conduct current vertically, which supports higher operating voltages and faster switching frequencies. This translates directly into smaller and lighter power systems for customers. The company is actively sampling both 700V and 1,200V vGaN devices to lead customers in the automotive and AI sectors.

High-performance power solutions (SiC/GaN) for greater EV range and lower system cost.

The focus on Silicon Carbide (SiC) is central to the value proposition in e-mobility. ON Semiconductor Corporation has a vertically integrated manufacturing flow for SiC, and management previously projected a future SiC market share target between 35% to 40%. The adoption of SiC is necessary for the industry trend toward 800V bus architectures in new EVs, which improves battery efficiency and charging times. The company reported Q3 2025 Automotive revenue of $787 million, up 7% sequentially, showing traction in this segment despite broader market cycles.

Intelligent sensing technologies for vehicle safety and industrial automation.

ON Semiconductor Corporation is actively reshaping its Intelligent Sensing Group (ISG) portfolio, moving focus toward Advanced Driver-Assistance Systems (ADAS) and machine vision applications. The company's AI revenue nearly doubled year-over-year in Q3 2025, with management expecting AI revenue to reach almost $250 million for the full year 2025. For the third quarter of 2025, the Intelligent Sensing Group (ISG) specifically generated revenue of $230 million.

Supply assurance and thermal performance for hyperscale data center deployments.

The value proposition for hyperscale data centers centers on high-density, high-efficiency power delivery, which is crucial as AI workloads drive massive power consumption. ON Semiconductor Corporation is collaborating with NVIDIA to advance 800V DC Power Solutions for next-generation AI Data Centers. Power Modules featuring their EliteSiC™ are targeted for modular Uninterruptible Power Supply (UPS) systems at the data center power point of entry, with strong year-over-year growth of approximately 40-50% expected in UPS systems. The company's Q3 2025 total revenue was $1.55 billion, reflecting the scale of its operations supporting these infrastructure needs.

Here's a quick look at how key technology platforms and segments performed in Q3 2025:

Value Proposition Area	Metric/Technology	Quantifiable Data Point
Energy Efficiency	vGaN Energy Loss Reduction	Up to 50%
AI Infrastructure	Expected AI Revenue (FY 2025)	Almost $250 million
Intelligent Sensing	Q3 2025 ISG Revenue	$230 million
Data Center Power	Expected UPS System Growth (EliteSiC)	40-50% YoY
Automotive Power	Projected SiC Market Share Target	35% to 40%

The benefits delivered through these technologies include:

• Enabling smaller and lighter power systems due to higher power density.
• Improving EV range through more efficient inverters.
• Reducing system cost in EV platforms.
• Delivering higher efficiency for solar and wind inverters in renewable energy.
• Supporting faster, smaller, and more rugged charging infrastructure.
• Enabling smarter factories and buildings via intelligent sensing for Industry 4.0.

ON Semiconductor Corporation (ON) - Canvas Business Model: Customer Relationships

You're looking at how ON Semiconductor Corporation manages its most important connections with the companies buying its chips. It's all about deep technical partnership, especially now that high-growth areas like AI are taking center stage. The relationship strategy is clearly bifurcated: deep, direct engagement at the top and broad support through the channel for everyone else.

Direct engagement focuses on securing major, long-term commitments. For instance, in China, ON Semiconductor secured strategic wins in high voltage traction inverters with a leading tier one for multiple local OEMs. This kind of win locks in future volume. Also, their focus on system-level value is clear through their partnership with NVIDIA to accelerate the transition to 800 VDC power solutions specifically for next-generation AI data centers. This isn't just selling a part; it's designing the whole power delivery system.

The support structure is heavily weighted toward technical assistance. The success in specialized areas shows this in action. The industrial image sensor funnel, for example, was up 55% year-over-year, showing traction in factory automation and inspection-areas that demand deep application knowledge from ON Semiconductor's engineers. Furthermore, to bolster their offering for these key customers, ON Semiconductor acquired Vcore Power Technology from Aura Semiconductor, which accelerates their roadmap for advanced multiphase controllers.

For the broader market, channel support is key to ensuring component availability. We can see inventory health improving, which suggests better alignment with distributor needs. ON Semiconductor's Days Inventory Outstanding (DIO) was 193 days in Q3 2025, a notable improvement from 207 days in the previous quarter. This signals that the channel is burning through stock, moving toward a more normalized supply situation. Historically, the company had a goal to push $1 billion worth of product through distribution globally.

The focus on high-growth segments is driving significant customer attention. The AI data center business was a standout performer, having approximately doubled year-over-year in Q3 2025. Management expects AI-related sales to reach almost $250 million for the full year 2025. This rapid growth requires a focused approach, which is also seen in the sampling of their breakthrough vertical GaN (vGaN) semiconductors, which are targeting lead customers in both automotive and AI.

Here's a quick look at how the major revenue-generating segments performed sequentially in Q3 2025:

Segment	Q3 2025 Revenue (Millions USD)	Sequential Growth
Automotive	$787 million	7%
Industrial	$426 million	5%
AI Data Center (Implied/Related)	Contributing to growth	Nearly doubled YoY

The customer relationship strategy is also supported by ongoing product innovation that directly addresses customer pain points, such as the launch of the vGaN platform, which promises to reduce energy loss by up to 50%, making it ideal for AI data centers and electric vehicles. The company is defintely using strategic acquisitions and product launches to deepen its value proposition.

You can see the direct results of these customer-centric efforts in the overall financial performance:

• Q3 2025 Revenue reached $1,550.9 million.
• Non-GAAP Operating Margin expanded to 19.2%.
• Free Cash Flow grew 22% year-over-year to $372.4 million.
• Year-to-date share repurchases totaled $925 million, about 100% of free cash flow.

Finance: draft 13-week cash view by Friday.

ON Semiconductor Corporation (ON) - Canvas Business Model: Channels

You're looking at how ON Semiconductor Corporation moves its intelligent power and sensing solutions to market as of late 2025. It's a mix of high-touch direct engagement and broad-reach distribution, all backed by significant internal manufacturing muscle.

The direct sales force is definitely the primary route for the biggest deals. This team manages the deep, long-term relationships required by major automotive and industrial OEMs, which are core to ON Semiconductor Corporation's strategy. For context on the scale these teams operate within, consider the third quarter of 2025 revenue hit $1,550.9 million, up from $1,468.7 million in the second quarter of 2025.

For the broader market, which includes smaller customers and a wider range of industrial applications, ON Semiconductor Corporation relies on a global network of distributors. This channel is crucial for volume and market penetration outside the top-tier OEM accounts. The company's focus on vehicle electrification, safety, and industrial automation means these partners need access to the latest silicon.

The internal manufacturing facilities are a key differentiator, especially the state-of-the-art semiconductor fabrication facility in East Fishkill, NY. This 300mm wafer fab is central to securing the supply chain for next-generation products. Specifically, it produces chips based on the Treo Platform, which is built on 65nm Bipolar-CMOS-DMOS (BCD) process technology. This platform supports an industry-leading voltage range of 1V to 90V and operating temperatures up to 175° C. As a concrete measure of output supporting these channels, ON Semiconductor Corporation shipped over 5 million Treo-manufactured units from the East Fishkill facility in the second quarter of 2025.

Supporting all these physical channels are the essential digital touchpoints. ON Semiconductor Corporation uses online technical resources and product documentation to help design engineers integrate their solutions. This self-service channel is vital for accelerating time-to-market for customers using the modular Treo Platform.

Here's a quick look at the financial scale underpinning these channel activities through the third quarter of 2025:

Metric	Q3 2025 Value	Q2 2025 Value	Change (QoQ)
Revenue (in millions)	$1,550.9	$1,468.7	Up 5.6%
Non-GAAP Gross Margin	38.0%	37.6%	Up 40 basis points
Non-GAAP Operating Margin	19.2%	17.3%	Up 190 basis points
Free Cash Flow (in millions)	$372.4	(Not explicitly stated for Q2, but FCF Margin was 20.1% in Q2)	FCF grew 22% year-over-year in Q3

The company's channel strategy is clearly supported by its internal capacity, which is designed to meet high-reliability needs:

• The East Fishkill fab holds Category 1A Trusted Supplier accreditation.
• The Treo Platform targets automotive, industrial, and AI data center markets.
• Year-to-date share repurchases through Q3 2025 were approximately 100% of free cash flow.
• The company returned over 100% of free cash flow year-to-date through share repurchases as of Q2 2025.

Finance: draft 13-week cash view by Friday.

ON Semiconductor Corporation (ON) - Canvas Business Model: Customer Segments

You're looking at where ON Semiconductor Corporation is placing its bets for revenue generation right now, late in 2025. It's about where the dollars are coming from this year, which helps map out their near-term strategy.

Here's a quick look at the revenue contribution from the primary customer groups based on the most recent reported quarter and projections for the full year:

Customer Segment	Q2 2025 Revenue	2025 Revenue Projection
Automotive OEMs	$733 million	Not specified
Industrial Customers	$406 million	Not specified
AI Data Centers and Cloud Infrastructure	Not specified for Q2	Expected to reach $250 million

The focus areas for each segment show you what ON Semiconductor is selling into those markets. For instance, the Automotive segment is heavily tied to the big industry shifts happening now.

Automotive OEMs (Electric Vehicles, ADAS, vehicle electrification)

• Electric Vehicles
• ADAS (Advanced Driver-Assistance Systems)
• Vehicle electrification

That Automotive segment pulled in $733 million in revenue during the second quarter of 2025. It's definitely the largest piece of the pie based on that snapshot.

Industrial Customers (Automation, sustainable energy, UPS systems)

• Automation
• Sustainable energy
• UPS systems (Uninterruptible Power Supply)

Industrial customers contributed $406 million in revenue for ON Semiconductor Corporation in Q2 2025. This segment shows the breadth of their power solutions use outside of just cars.

AI Data Centers and Cloud Infrastructure (intelligent power delivery)

• Intelligent power delivery

This is the high-growth area you need to watch. While the Q2 2025 revenue isn't broken out separately, the segment is expected to hit $250 million in total 2025 revenue. To give you context on the momentum, the AI data center business approximately doubled year-over-year in the third quarter of 2025.

Aerospace, Defense, and Security (emerging high-reliability applications)

• Emerging high-reliability applications

ON Semiconductor Corporation is also serving Aerospace, Defense, and Security customers, focusing on applications that demand the highest reliability standards. Specific revenue figures for this segment aren't detailed in the same way as the top two for Q2 2025.

Finance: draft 13-week cash view by Friday.

ON Semiconductor Corporation (ON) - Canvas Business Model: Cost Structure

You're looking at the cost side of ON Semiconductor Corporation's business model as of late 2025. The nature of semiconductor fabrication means that fixed costs, especially related to the manufacturing base, are a major component of the cost structure.

High Cost of Goods Sold (COGS) due to complex semiconductor manufacturing is inherent to the business. Based on Q2 2025 results, the GAAP Gross Margin was 37.6% on revenue of $1,468.7 million. This implies a Cost of Goods Sold of approximately $916.5 million for the quarter, reflecting the significant material, labor, and overhead costs tied to wafer fabrication and packaging.

The pressure on profitability is evident when comparing margins year-over-year. The GAAP Gross Margin in Q2 2025 at 37.6% is significantly lower than the 45.2% reported in Q2 2024. Furthermore, the company recorded $235.8 million in excess and obsolete inventory charges in the first half of 2025, which directly pressures the cost of revenue.

The operational efficiency challenges are also reflected in the margin compression. While the specific impact of underutilization charges on gross margin by 900 basis points in Q2 2025 isn't explicitly detailed in the public filings, the sequential drop in the Non-GAAP Gross Margin from 40.0% in Q1 2025 to 37.6% in Q2 2025 suggests significant absorption issues or pricing pressures. The GAAP Operating Margin for Q2 2025 was 13.2%, down from 22.4% in Q2 2024.

Here's a quick look at the key margin and cost-related metrics from the second quarter of 2025:

Metric	Q2 2025 Value	Q1 2025 Value	Q2 2024 Value
Revenue (in millions)	$1,468.7	$1,445.7	$1,735.2
GAAP Gross Margin	37.6%	N/A (Implied lower)	45.2%
Non-GAAP Operating Margin	17.3%	18.3%	27.5%
General and Administrative Expenses (in millions)	$91.2	$85.0 (Implied Q1)	N/A

ON Semiconductor Corporation is actively managing its cost base through strategic realignment. The Q1 2025 restructuring initiative, which involved cutting about 2,400 jobs (approximately 9 percent of the workforce), was designed to generate annualized savings. The expected annualized savings from this initial workforce reduction are between $105 million and $115 million.

The restructuring also involved significant non-cash charges. Management approved additional pre-tax non-cash impairment and accelerated depreciation charges ranging from $200 million to $300 million, primarily related to long-lived manufacturing assets. The employment-related charges for the initial reduction were estimated between $50 million and $60 million, mostly accounted for in the 2025 calendar year. Total restructuring expenses recorded over the first half of 2025 reached $588.5 million.

The company continues to fund its future technology roadmap, which includes investments in next-generation technologies. While specific R&D dollar amounts allocated solely to Silicon Carbide (SiC) and Gallium Nitride (GaN) development aren't broken out in the summary data, the overall strategy involves positioning the company for long-term growth through these investments.

Capital expenditures (CapEx) remain a necessary outlay for maintaining and expanding the manufacturing footprint to meet future demand, particularly in automotive and industrial markets. For the second quarter of 2025, ON Semiconductor Corporation reported Capital Expenditures of $78 million, which represented 5% of that quarter's revenue.

Key cost-related actions and figures include:

• Employment-related restructuring charges estimated at $50 million to $60 million in 2025.
• Projected annualized savings from the Q1 2025 workforce reduction: $105 million to $115 million.
• Non-cash impairment and depreciation charges related to restructuring: $200 million to $300 million.
• Total restructuring expenses for the first half of 2025: $588.5 million.
• Q2 2025 Capital Expenditures: $78 million.

Finance: draft 13-week cash view by Friday.

ON Semiconductor Corporation (ON) - Canvas Business Model: Revenue Streams

You're looking at how ON Semiconductor Corporation brings in the money, which is really about where their specialized chips are being bought. As of late 2025, the revenue streams are heavily tied to their focus on energy-efficient solutions for big trends like vehicle electrification and industrial automation.

The total top-line number for the third quarter of 2025 was reported at $1,550.9 million, which, frankly, was a solid beat against what the market was expecting.

ON Semiconductor Corporation structures its revenue around its core technology groups. Here's a look at the revenue breakdown from the third quarter of 2025 for those primary groups:

Business Segment	Q3 2025 Revenue (in millions)	Sequential Growth (QoQ)
Power Solutions Group (PSG)	$737.6	6%
Analog & Mixed-Signal Group (AMG)	$583.3	5%
Intelligent Sensing Group (ISG)	$230.0	7%

The sales of Intelligent Power Solutions, which includes critical components like Silicon Carbide (SiC), IGBTs, and power modules, are largely captured within the Power Solutions Group (PSG) revenue of $737.6 million for the quarter.

For Intelligent Sensing Solutions, which covers image sensors and analog sensors, the revenue is spread across the AMG and ISG. The Intelligent Sensing Group (ISG) itself brought in $230.0 million sequentially growing by 7%.

The company also tracks revenue by end-market, which gives you a clearer picture of demand drivers. You saw strong sequential momentum in the key areas they are targeting:

• Revenue from the Automotive segment grew 7% sequentially in Q3 2025, hitting $787 million for the quarter.
• Revenue from the Industrial segment grew 5% sequentially in Q3 2025, reaching $426 million.

Also, don't forget the AI data center business, which was noted as approximately doubling year-over-year, showing that strategic pivot is definitely paying off in terms of new revenue streams.