Infineon further strengthens its number one position in automotive microcontrollers and boosts systems capabilities for software-defined vehicles with acquisition of Marvell's Automotive Ethernet business
Infineon Technologies AG (OTCQX: IFNNY) has announced the acquisition of Marvell Technology's Automotive Ethernet business for US$2.5 billion in an all-cash transaction. The deal strengthens Infineon's position as the global leader in automotive semiconductors and enhances its capabilities for software-defined vehicles.
The acquired business is projected to generate revenue of US$225-250 million in 2025 with a gross margin of approximately 60%. Marvell's Brightlane™ Automotive Ethernet portfolio includes PHY transceivers, switches, and bridges supporting network data rates up to 10 Gbps. The business serves over 50 automotive manufacturers and has a design-win pipeline of around US$4 billion until 2030.
The transaction will be financed through existing liquidity and additional debt, with closing expected within calendar year 2025, subject to regulatory approvals.
Infineon Technologies AG (OTCQX: IFNNY) ha annunciato l'acquisizione del business Automotive Ethernet di Marvell Technology per 2,5 miliardi di dollari USA in un'operazione interamente in contante. L'accordo rafforza la posizione di Infineon come leader globale nei semiconduttori per l'automotive e migliora le sue capacità per i veicoli software-defined.
Il business acquisito prevede di generare ricavi di 225-250 milioni di dollari USA nel 2025, con un margine lordo di circa il 60%. Il portafoglio Brightlane™ Automotive Ethernet di Marvell include trasmettitori PHY, switch e bridge che supportano velocità di rete fino a 10 Gbps. L'azienda serve oltre 50 produttori automobilistici e ha un portafoglio di opportunità di design di circa 4 miliardi di dollari USA fino al 2030.
L'operazione sarà finanziata attraverso la liquidità esistente e ulteriore debito, con la chiusura prevista entro l'anno solare 2025, soggetta ad approvazioni normative.
Infineon Technologies AG (OTCQX: IFNNY) ha anunciado la adquisición del negocio de Ethernet Automotriz de Marvell Technology por 2.5 mil millones de dólares estadounidenses en una transacción totalmente en efectivo. El acuerdo fortalece la posición de Infineon como líder global en semiconductores automotrices y mejora sus capacidades para vehículos definidos por software.
Se espera que el negocio adquirido genere ingresos de 225-250 millones de dólares estadounidenses en 2025, con un margen bruto de aproximadamente el 60%. El portafolio Brightlane™ Ethernet Automotriz de Marvell incluye transceptores PHY, conmutadores y puentes que soportan tasas de datos de red de hasta 10 Gbps. El negocio sirve a más de 50 fabricantes de automóviles y tiene un pipeline de oportunidades de diseño de alrededor de 4 mil millones de dólares estadounidenses hasta 2030.
La transacción se financiará a través de la liquidez existente y deuda adicional, con el cierre previsto para el año calendario 2025, sujeto a aprobaciones regulatorias.
인피니언 테크놀로지스 AG (OTCQX: IFNNY)는 마벨 테크놀로지의 자동차 이더넷 사업을 25억 달러에 전액 현금 거래로 인수한다고 발표했습니다. 이번 거래는 인피니언의 자동차 반도체 분야에서의 글로벌 리더십을 강화하고 소프트웨어 정의 차량에 대한 역량을 향상시킵니다.
인수된 사업은 2025년에 2억 2500만~2억 5000만 달러의 수익을 창출할 것으로 예상되며, 약 60%의 총 마진을 기록할 것으로 보입니다. 마벨의 Brightlane™ 자동차 이더넷 포트폴리오는 10 Gbps까지의 네트워크 데이터 전송 속도를 지원하는 PHY 트랜시버, 스위치 및 브리지를 포함합니다. 이 사업은 50개 이상의 자동차 제조업체에 서비스를 제공하며, 2030년까지 약 40억 달러의 디자인 수익 파이프라인을 보유하고 있습니다.
이번 거래는 기존 유동성과 추가 부채를 통해 금융 지원을 받을 예정이며, 2025년 회계연도 내에 마무리될 것으로 예상되며, 규제 승인에 따라 달라질 수 있습니다.
Infineon Technologies AG (OTCQX: IFNNY) a annoncé l'acquisition de l'activité Ethernet automobile de Marvell Technology pour 2,5 milliards de dollars américains dans le cadre d'une transaction entièrement en espèces. Cet accord renforce la position d'Infineon en tant que leader mondial des semi-conducteurs pour l'automobile et améliore ses capacités pour les véhicules définis par logiciel.
L'activité acquise devrait générer des revenus de 225-250 millions de dollars américains en 2025, avec une marge brute d'environ 60 %. Le portefeuille Brightlane™ Ethernet automobile de Marvell comprend des transceivers PHY, des commutateurs et des ponts prenant en charge des débits de données réseau allant jusqu'à 10 Gbps. L'entreprise sert plus de 50 fabricants automobiles et dispose d'un pipeline de gains de conception d'environ 4 milliards de dollars américains d'ici 2030.
La transaction sera financée par la liquidité existante et une dette supplémentaire, avec une clôture prévue dans l'année civile 2025, sous réserve des approbations réglementaires.
Infineon Technologies AG (OTCQX: IFNNY) hat die Übernahme des Automotive Ethernet-Geschäfts von Marvell Technology für 2,5 Milliarden US-Dollar in einer Barzahlungstransaktion angekündigt. Der Deal stärkt die Position von Infineon als globaler Marktführer im Bereich Automobil-Halbleiter und verbessert die Fähigkeiten für softwaredefinierte Fahrzeuge.
Das übernommene Geschäft wird voraussichtlich im Jahr 2025 einen Umsatz von 225-250 Millionen US-Dollar mit einer Bruttomarge von etwa 60 % generieren. Das Brightlane™ Automotive Ethernet-Portfolio von Marvell umfasst PHY-Transceiver, Switches und Bridges, die Netzwerkdatenraten von bis zu 10 Gbps unterstützen. Das Geschäft bedient über 50 Automobilhersteller und hat eine Design-Win-Pipeline von rund 4 Milliarden US-Dollar bis 2030.
Die Transaktion wird durch bestehende Liquidität und zusätzliche Schulden finanziert, wobei der Abschluss im Kalenderjahr 2025 erwartet wird, vorbehaltlich der behördlichen Genehmigungen.
- Acquisition strengthens Infineon's market leadership in automotive microcontrollers
- Strong gross margin of 60% from acquired business
- US$4 billion design-win pipeline until 2030
- Serves 8 of 10 leading automotive OEMs
- Expected revenue contribution of US$225-250 million in 2025
- High acquisition cost of US$2.5 billion requiring additional debt
- Transaction subject to regulatory approval risks
- Integration costs and risks with several hundred employees across multiple regions
Insights
Infineon's $2.5 billion acquisition of Marvell's Automotive Ethernet business represents a strategic investment with compelling financial fundamentals. The target business generates
The deal's financial structure is prudent, combining existing liquidity with new debt. The
This transaction strengthens Infineon's competitive moat in automotive semiconductors. By expanding from microcontrollers into high-speed networking, Infineon gains both vertical integration advantages and cross-selling opportunities. The timing is particularly advantageous as vehicle architectures transition to centralized computing requiring high-bandwidth networking—effectively capturing market share in a segment with expanding TAM rather than just consolidating existing markets.
The acquisition effectively leverages Infineon's existing customer relationships while maintaining manufacturing and R&D investments in strategic locations, including the U.S. While adding debt, the transaction's financial profile suggests it will be accretive fairly quickly, making this a well-structured deal that enhances Infineon's competitive positioning without overstretching its balance sheet.
This acquisition perfectly positions Infineon at the intersection of two critical automotive technology trends: the rise of domain and zonal architectures in vehicles and the exponential growth in bandwidth requirements for advanced driver systems. Marvell's Ethernet portfolio, with speeds from 100 Mbps to 10 Gbps, addresses precisely the technical bottleneck that automakers are facing as they implement more sophisticated ADAS and autonomous capabilities.
The strategic brilliance here is combining Infineon's dominant AURIX microcontroller family with Marvell's Ethernet expertise. Traditional vehicle architectures used CAN and FlexRay networks with bandwidth, but modern architectures require the high-speed backbones that only automotive-grade Ethernet can provide. This acquisition creates an integrated solution addressing both processing and networking requirements.
Securing relationships with eight of the top ten OEMs is particularly valuable as automotive design cycles are lengthy, and incumbent suppliers have significant advantages. The mention of $4 billion in design wins through 2030 confirms Marvell's technology has already been designed into future vehicle platforms—revenue that's highly likely to materialize regardless of market fluctuations.
Beyond automotive applications, the technology's applicability to humanoid robotics represents an adjacent growth vector. Robotics shares similar requirements for reliable, low-latency, high-bandwidth communication in physically constrained environments. As physical AI advances, Infineon now possesses key technologies for both the processing and connectivity layers of these systems, creating multiple paths for long-term growth beyond the core automotive market.
- Infineon enters into agreement for acquisition of Marvell Technology's Automotive Ethernet business for
US $2.5 billion - Transaction combines Infineon's market-leading portfolio for automotive microcontrollers with benchmark Automotive Ethernet business of Marvell, accelerating Infineon's system capabilities for software-defined vehicles
- Additional growth opportunities to address future IoT applications such as humanoid robots
- Business expected to generate revenue of
US –$225 US in calendar year 2025 with a gross margin of around$250 million 60% - All-cash transaction to be financed from existing liquidity and additional debt
NEUBIBERG,
"The acquisition is a great strategic fit for Infineon as the global number one provider of semiconductor solutions to the automotive industry," says Jochen Hanebeck, CEO of Infineon. "We will leverage this highly complementary Ethernet technology by combining it with our existing, broad product portfolio to provide our customers with even more comprehensive, leading solutions for software-defined vehicles. The transaction will support our profitable growth strategy going forward, including new opportunities in the field of physical AI such as humanoid robots."
Marvell's leading Brightlane™ Automotive Ethernet portfolio of PHY transceivers, switches and bridges supports network data rates ranging from today's 100 Mbps (megabits per second) up to market-leading 10 Gbps (gigabits per second). It also supports the security and safety features required for today's and tomorrow's in-vehicle networks.
Among the customers of Marvell's Automotive Ethernet business are more than 50 automotive manufacturers, including eight of the ten leading OEMs. The strong customer relationships are backed by a design-win pipeline of around
Ethernet connectivity solutions are vital to software-defined vehicles and are the basis for highly efficient E/E-architectures comprising central compute, zones and endpoints. Sophisticated features such as advanced driver-assistance systems, autonomous driving, and over-the-air software updates require massive amounts of secure data processing, networking and storage. The combination with the Infineon AURIX™ microcontroller family creates a comprehensive product offering combining communications solutions as well as real-time control. The acquisition is intended to further strengthen Infineon's number one position in microcontrollers.
Infineon will use existing liquidity and will incur additional debt in order to fund the planned acquisition of Marvell's Automotive Ethernet business in an all-cash transaction. Infineon has secured acquisition financing from banks. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close within calendar year 2025.
Infineon will host a telephone conference call including a webcast for analysts and investors, scheduled for Tuesday, 8th April at 8:30 am (CEST). During the call, Infineon management will comment on the strategic rationale and financial aspects of the transaction and answer related questions. A replay of the conference call will be available for download on Infineon's website at www.infineon.com/investor.
About Infineon
Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The Company had around 58,060 employees worldwide (end of September 2024) and generated revenue of about
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Further information is available at www.infineon.com
This press release is available online at www.infineon.com/press
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