艾迈斯欧司朗Mark Roeloffzen：持续投资中国

Core Insights - The article discusses the strategic transformation of ams OSRAM amidst a new cycle in the global semiconductor industry, focusing on restructuring and deepening collaboration in the Chinese market [1][4]. Group 1: Company Strategy - ams OSRAM has initiated a "base reconstruction" plan to accelerate structural adjustments, selling non-core businesses and concentrating resources on high-value semiconductor sectors, particularly in automotive lighting, advanced optics, sensors, and AI-related applications [1]. - The company has established a China Development Center and an IC design center to enhance its local presence and better serve markets such as robotics and AR/VR [1][3]. Group 2: Market Focus - The Chinese market is emphasized as crucial for ams OSRAM, with approximately 40% of revenue from its CMOS, sensors, and ASIC division coming from China [3][10]. - The company aims to maintain a competitive edge in China, believing that success in this market translates to global competitiveness [13]. Group 3: Industry Trends - The semiconductor industry is experiencing a recovery phase, with AI driving approximately 15% of the sector's growth [5][6]. - The automotive sector is showing an upward trend, while the smartphone market remains stable, and the industrial sector is gradually recovering from previous declines [8][11]. Group 4: Product Development - The company plans to increase technological investment and innovation in automotive, consumer electronics, and industrial/medical sectors, with a focus on sensor applications driven by AI [3][12]. - Innovations in the automotive market are rapidly adopted in China, with new platforms being implemented in 6 to 9 months compared to 3 to 4 years in Europe [14].