AMSSY - ams: Osram Integration Creates Unique Growth Opportunities Despite Apple Headwinds
- Integration with Osram fully underway after completion of DPLTA in March giving it full control over Osram.
- Reports indicate that the company could lose some design wins to STM in the upcoming iPhone lineup.
- Competition in the VCSEL and LIDAR market is heating with fierce competitors but ams has the unique integration opportunity.
- Auto production risk due to semiconductor shortage causing production halts among large automakers.
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ams: Osram Integration Creates Unique Growth Opportunities Despite Apple Headwinds