The expanded partnership strengthens onsemi's position in the EV SiC market, but the lack of disclosed financial terms limits near-term revenue visibility. Monitor future earnings calls for volume ramp details and potential revenue contributions from Geely.
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Executive Summary
onsemi announced an expanded strategic collaboration with Geely Auto Group to integrate its EliteSiC power technologies into Geely's SEA-S architecture for next-generation 900V electric and hybrid vehicles. The partnership deepens system-level design integration, aiming to improve efficiency, range, and charging speed, but no financial terms, volume commitments, or revenue projections were disclosed.
Key Facts
- onsemi's EliteSiC technologies will be integrated into Geely's SEA-S-based Super Electric Power (SEP) system.
- The collaboration supports 900V architectures for faster charging, longer range, and improved performance.
- No financial terms, deal value, or volume commitments were disclosed in the press release.
- Geely is showcasing the SEP system incorporating onsemi's technology as part of the announcement.
Financial Impact
Undisclosed; no revenue or volume figures provided.
Risk Factors
- No disclosed financial commitments or volume guarantees from Geely.
- Execution risk in scaling SiC production to meet demand.
- Competition from other SiC suppliers (e.g., STMicroelectronics, Infineon) for Geely's business.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282306 |
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Aug 21, 2026 6w ago | S-4 | $74.21 $71.72 | ▼ −3.36% | ▼ −4.37% | $83.81 (+12.94%) |
Aug 13, 2026 7w ago | 425 | $81.56 $76.14 | ▼ −6.65% | ▼ −4.90% | $83.81 (+2.76%) |
Aug 13, 2026 7w ago | 8-K | $81.56 $76.14 | ▼ −6.65% | ▼ −4.90% | $83.81 (+2.76%) |
Aug 3, 2026 8w ago | 8-K | $80.78 $72.65 | ▼ −10.06% | ▼ −8.83% | $83.81 (+3.75%) |
Aug 3, 2026 8w ago | Press Release | $80.78 $72.65 | ▼ −10.06% | ▼ −8.83% | $83.81 (+3.75%) |
Jun 30, 2026 13w ago | 425 | $94.54 $89.04 | ▼ −5.82% | ▼ −4.79% | $83.81 (−11.35%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
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