Ushio Inc. has resolved to acquire the industrial lamps business of ams-OSRAM AG mainly for semiconductor market and entertainment lamps business. Specifically, the sale would approximately cost Ushio 28.8 billion Japanese yen (US$194 million) and would absorb around 500 ams-OSRAM employees worldwide.

Accordingly, the transaction is likely to conclude by Q4 of fiscal year ending March 2026.

OSRAM is a global leader in semiconductor and traditional automotive & industrial specialty lamps technologies. Specifically, they engage in the design, manufacture, and sale of semiconductor devices such as LEDs, lasers, and sensors for automotive, industrial, medical, and consumer applications. Furthermore, they also focus on specialty lamps for semiconductor manufacturing equipment. The scope of this transfer includes specialty lamps for semiconductor manufacturing equipment, among others.

Strengthens Profit Base

Under Ushio’s New Growth Strategy “Revive Vision 2030”, the company is steadily implementing initiatives for business portfolio revamping, structural reforms, and improvement of capital efficiency. The acquisition is part of revamping its business portfolio. Particularly, it aims to strengthen the profit base of its Industrial Processes business, such as the light source business centered on the semiconductor field. This will essentially be achieved through optimization of production and significant improvement of efficiency.

Ushio aims to take advantage of this acquisition to integrate the technological advantage, patents, and manufacturing know-how of both companies.

Specifically, they envision to further sales opportunities in the semiconductor lamp market, which is likely to grow. They will also expand in the contribution to profits through optimization of production and significant improvement of efficiency.

The business subject of the transaction is already recording stable profits for OSRAM. In fact, Ushio expects to achieve a return on invested capital exceeding 10 percent and will significantly contribute to its quantitative targets of 12 percent or more the company set forth in its New Growth Strategy Revive Vision 2030.

Through this takeover, Ushio will further strengthen its competitiveness and raise the level of its revenue base in order to expand the IP business, and lead it to future consolidation of the light source industry and a faster improvement in production efficiency.

29 July 2025