Infineon acquires ams OSRAM mixed-signal sensor portfolio
Infineon Technologies is doubling down on sensors, announcing plans to acquire the non-optical analog/mixed-signal sensor portfolio from ams OSRAM Group. The €570 million deal expands Infineon’s reach across automotive, industrial and medical markets and adds new depth to its system solutions strategy.
For eeNews Europe readers, the move signals where sensor innovation and consolidation are heading — and what it could mean for system-level integration in software-defined vehicles, industrial automation and emerging physical AI applications.
Deal details and strategic fit
Under the agreement, Infineon will acquire the business on a debt-free and cash-free basis, with the acquired unit expected to generate around €230 million in revenue in calendar year 2026. The transaction is expected to be accretive to earnings per share immediately upon closing, with additional synergies anticipated over time. Around 230 employees, primarily in R&D and business management, will join Infineon’s Sensors and RF business unit, and the deal includes a multi-year supply agreement with ams OSRAM.
CEO Jochen Hanebeck framed the acquisition as a natural extension of Infineon’s roadmap. “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,” he said. “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 transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property, and test and lab equipment. Subject to regulatory approvals, closing is expected in the second quarter of calendar year 2026, with Infineon funding the acquisition through additional debt as part of its broader financing plans.
Portfolio expansion and market impact
The acquired mixed-signal products add medical imaging and sensor interface technologies to Infineon’s lineup, including X-ray solutions and sensors for valve control, building automation and metering. Positioning and temperature sensor assets will strengthen Infineon’s high-precision sensing for automotive, industrial and medical use cases such as chassis position sensing, hands-on detection, robotics positioning and glucose monitoring.
Sensors remain a critical link between the physical and digital worlds, underpinning applications from health trackers to humanoid robots. Infineon points to market projections that put the combined sensor and RF opportunity above $20 billion by 2027, underscoring the long-term growth rationale behind the move.
Fitting into Infineon’s SURF strategy
The acquisition aligns closely with Infineon’s Sensor Units & Radio Frequency (SURF) unit, created within the Power & Sensor Systems division in January 2025. By broadening its analog, sensor, power, and control and connectivity portfolio, Infineon aims to deliver more tightly integrated system solutions — an approach increasingly demanded by automotive and industrial customers looking to simplify design complexity while boosting performance.
If you enjoyed this article, you will like the following ones: don't miss them by subscribing to :
