Infineon Technologies AG is set to expand its sensor business by acquiring ams OSRAM Group’s non-optical analog and mixed-signal sensor portfolio. The companies have agreed on a purchase price of €570 million on a debt- and cash-free basis. This acquisition will reinforce Infineon’s leadership in automotive and industrial sensors, complement its existing portfolio, and broaden its offerings in the medical sector.
The acquired business is projected to generate approximately €230 million in revenue in 2026 and is expected to contribute to Infineon’s profitable growth. The deal will be immediately accretive to earnings per share, with further synergies creating additional long-term value. Around 230 employees specializing in R&D and business management will join Infineon as part of the transaction. The agreement also includes a multi-year supply arrangement 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 2027.1
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”.
On February 4, Infineon will host conference calls for analysts/investors and media, including webcasts, to present its results for the first quarter of the 2026 fiscal year. During these calls, Infineon management will also comment on the strategic rationale and financial aspects of the transaction and answer related questions. The press call will take place at 8:00 a.m. CET, the analyst call at 9:30 a.m. CET. Recordings of both calls will be available on Infineon’s website at https://www.infineon.com/about/investor/reports-
1 Sensors & Actuators, Analog ASSP: ADAS, RF & Microwave. | Source: Based on or includes research from Omdia, AMFT, Q3 2024. Information is not an endorsement of Infineon Technologies AG. Any reliance on these results is at the third party’s own risk.
