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Upturn AI SWOT - About
ON 
ON Semiconductor Corporation (ON)
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Upturn Advisory Summary
07/03/2025: ON (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
31 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $52.25
1 Year Target Price $52.25
| 14 | Strong Buy |
| 3 | Buy |
| 13 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.31% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.65B USD | Price to earnings Ratio 39.31 | 1Y Target Price 52.25 |
Price to earnings Ratio 39.31 | 1Y Target Price 52.25 | ||
Volume (30-day avg) 31 | Beta 1.38 | 52 Weeks Range 31.04 - 80.08 | Updated Date 07/4/2025 |
52 Weeks Range 31.04 - 80.08 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.51% | Operating Margin (TTM) -2.38% |
Management Effectiveness
Return on Assets (TTM) 6.3% | Return on Equity (TTM) 7.85% |
Valuation
Trailing PE 39.31 | Forward PE 25.13 | Enterprise Value 24010110583 | Price to Sales(TTM) 3.55 |
Enterprise Value 24010110583 | Price to Sales(TTM) 3.55 | ||
Enterprise Value to Revenue 3.6 | Enterprise Value to EBITDA 16.46 | Shares Outstanding 417884992 | Shares Floating 416004862 |
Shares Outstanding 417884992 | Shares Floating 416004862 | ||
Percent Insiders 0.37 | Percent Institutions 105.24 |
Upturn AI SWOT
ON Semiconductor Corporation
Company Overview
History and Background
ON Semiconductor Corporation, founded in 1999 as a spin-off from Motorola's Semiconductor Components Group, has grown into a global leader in power and signal management, logic, discrete, and custom devices. Key milestones include strategic acquisitions and a focus on energy efficiency.
Core Business Areas
- Power Solutions Group (PSG): Offers a broad portfolio of power management and discrete products, including MOSFETs, IGBTs, rectifiers, and power management ICs, serving various applications like automotive, industrial, and consumer electronics.
- Advanced Solutions Group (ASG): Provides analog, mixed-signal, and sensor solutions, including image sensors, audio processors, and interface ICs, targeting applications such as automotive, industrial automation, and medical devices.
- Intelligent Sensing Group (ISG): Focuses on image sensing solutions for automotive, industrial, and consumer applications. Includes CMOS image sensors, LiDAR, and radar technologies.
Leadership and Structure
Hassane El-Khoury is the CEO of ON Semiconductor. The company operates with a functional organizational structure, divided into business units focused on specific product categories and markets.
Top Products and Market Share
Key Offerings
- Image Sensors: ON Semiconductor is a leading provider of image sensors, particularly for automotive applications, including advanced driver-assistance systems (ADAS). They have a significant market share in the automotive image sensor market, competing with companies like Sony and OmniVision. Market share is roughly 25% in automotive. Estimated revenues from image sensors are $1.5 Billion USD in 2023. Competitors: Sony (SNE), OmniVision.
- Power Management ICs: Offers a range of power management ICs used in various applications such as automotive, industrial, and consumer electronics. Competitors include Texas Instruments (TXN), Analog Devices (ADI), and Infineon Technologies (IFNNY). Market share is roughly 8-10% in PMICs.
- Silicon Carbide (SiC): SiC is used in high growth areas. ON Semiconductor is investing heavily in this area to compete with STMicro and other companies. Competitors: STMicroelectronics (STM), Cree.
Market Dynamics
Industry Overview
The semiconductor industry is cyclical and characterized by rapid technological advancements and increasing demand across various sectors, including automotive, industrial, and consumer electronics. The industry is highly competitive, with a growing emphasis on power efficiency and advanced sensor technologies.
Positioning
ON Semiconductor is well-positioned in the industry with a focus on power and sensing solutions. Its competitive advantages include a broad product portfolio, strong customer relationships, and a focus on high-growth markets like automotive and industrial.
Total Addressable Market (TAM)
The TAM for ON Semiconductor's key markets (power, sensing, and automotive) is estimated to be hundreds of billions of dollars. ON Semiconductor is positioned to capture a significant portion of this TAM by focusing on its core strengths and expanding into new markets.
Upturn SWOT Analysis
Strengths
- Strong market position in power and sensing solutions
- Diversified product portfolio
- Established customer relationships
- Focus on high-growth markets (automotive, industrial)
- Strong manufacturing capabilities
Weaknesses
- Exposure to cyclical nature of the semiconductor industry
- Dependence on key customers and suppliers
- Potential impact from global economic conditions
- Capital-intensive operations
Opportunities
- Increasing demand for power-efficient solutions
- Growth in the automotive electronics market (ADAS, electric vehicles)
- Expansion into new markets (e.g., medical devices)
- Strategic acquisitions to expand product portfolio
Threats
- Intense competition from established players
- Rapid technological changes
- Economic downturns
- Geopolitical risks
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TXN
- ADI
- STM
- IFNNY
- NVDA
Competitive Landscape
ON Semiconductor faces strong competition from established players like Texas Instruments and Analog Devices. Its advantages include a focused strategy and strong presence in key markets. However, competitors have greater diversification in some markets.
Major Acquisitions
Quantenna Communications
- Year: 2019
- Acquisition Price (USD millions): 1070
- Strategic Rationale: Expanded connectivity portfolio with Wi-Fi solutions.
Fairchild Semiconductor
- Year: 2016
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Enhanced power semiconductor portfolio and expanded market reach.
Growth Trajectory and Initiatives
Historical Growth: ON Semiconductor has experienced significant growth in recent years, driven by increased demand for its products in automotive and industrial markets.
Future Projections: Analysts project continued growth for ON Semiconductor, driven by its strong market position and focus on high-growth markets. Revenue is expected to increase, although cyclical industry fluctuations will affect estimates.
Recent Initiatives: Recent strategic initiatives include investments in SiC manufacturing, expansion of its automotive sensor portfolio, and strategic acquisitions to expand its product offerings.
Summary
ON Semiconductor is a well-positioned company in the power and sensing solutions market, benefiting from high demand in automotive and industrial sectors. Its strategic focus on high-growth areas and recent acquisitions have fueled revenue growth. However, it's vulnerable to semiconductor industry cyclicality and intense competition. Managing supply chain risks and navigating economic downturns are crucial for sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Earnings Call Transcripts
- Market Research Reports (e.g., Gartner, IDC)
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market data and estimates are subject to change. Invest at your own risk.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ON Semiconductor Corporation
Exchange NASDAQ | Headquaters Scottsdale, AZ, United States | ||
IPO Launch date 2000-04-28 | President, CEO & Director Mr. Hassane S. El-Khoury | ||
Sector Technology | Industry Semiconductors | Full time employees 26400 | Website https://www.onsemi.com |
Full time employees 26400 | Website https://www.onsemi.com | ||
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. The company operates through three segments Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The Analog and Mixed-Signal Group segment designs and develops analogues, mixed-signal, power management ICs, sensor interface devices, power conversion, signal chain, and voltage regulation devices for end-users in the automotive, industrial, computing and mobile end-markets. The Intelligent Sensing Group segment designs and develops complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
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