Highlights:
- Planned acquisition expands sensor business and strengthens Infineon’s system solutions in automotive, industrial and medical markets
- Acquired business is expected to generate ~€230 million revenue; purchase price €570 million; transaction will be accretive immediately upon closing
- Around 230 employees will join Infineon’s Sensors and RF business unit
Infineon Technologies AG is expanding its sensor business with the acquisition of the non-optical analog/mixed-signal sensor portfolio from ams OSRAM Group. The two companies have entered into an agreement for a purchase price of €570 million on a debt-free and cash-free basis. With the planned investment, Infineon will strengthen its position as a leader in sensors for automotive and industrial markets through a complementary portfolio and expand its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon’s profitable growth. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM.
“The acquired business is a perfect strategic fit for Infineon and complements our strong offering in the analog and sensor space. We will be able to provide our customers with even more comprehensive system solutions,” says Jochen Hanebeck, CEO of Infineon. “I am convinced that this is an outstanding technological, commercial and cultural match, generating growth opportunities in our current target markets as well as in emerging areas like humanoid robotics.”
The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans.
Sensors are the link between the physical and the digital world, as they detect and convert signals such as movement, sound, light waves, temperature and even heartbeat and strain into processible data. They are at the core of a wide array of applications like software-defined vehicles, health trackers, and physical AI applications such as humanoid robots. The market potential of the sensor and radio frequency markets is projected to exceed $20 billion by 2027.
The acquired Mixed Signal Products business will add leading medical imaging and sensor interfaces to the portfolio of Infineon, including X-ray solutions and sensors used for valve control, building control technology and metering. The Positioning & Temperature Sensors assets will strengthen Infineon’s high-precision position, capacitive and temperature sensing for automotive, industrial and medical applications such as chassis position sensing and hands-on detection in vehicles, angle and position sensing for robotics and glucose monitoring.
The acquisition fully supports Infineon’s strategy to grow its sensor business. Infineon established its Sensor Units & Radio Frequency (SURF) unit within its Power & Sensor Systems (PSS) division in January 2025. This aligns with the strategy to offer customers comprehensive system solutions through a powerful, interlinked portfolio in “analog & sensors”, “power” and “control & connectivity”.
A presentation with further details about the transaction will be available at: https://www.infineon.com/about/investor/reports-presentations/presentations-conference-calls
