ON Semiconductor vs Qualcomm
Side-by-side comparison of AI visibility scores, market position, and capabilities
Scottsdale AZ SiC power and image sensors (NASDAQ: ON) ~$6.8B FY2024 revenue; EliteSiC EV powertrains, $4B+ LTSAs, 30K employees, post-destocking recovery competing with Wolfspeed and STMicroelectronics.
About
ON Semiconductor Corporation (onsemi) is a Scottsdale, Arizona-based intelligent power and sensing technology company — publicly traded on the NASDAQ (NASDAQ: ON) as an S&P 500 Information Technology component — designing and manufacturing silicon carbide (SiC) power semiconductors, intelligent power modules, image sensors, and analog and mixed-signal ICs for electric vehicles, industrial automation, energy infrastructure, and automotive safety applications through approximately 30,000 employees at fabrication facilities in New Hampshire, Oregon, Czech Republic, Slovakia, South Korea, and Malaysia. In fiscal year 2024, ON Semiconductor reported revenues of approximately $6.8 billion (down from the 2023 peak of $8.3 billion) as the EV semiconductor supply chain underwent significant inventory destocking — automakers (Tesla, GM, Ford, Stellantis, European OEMs) who overstocked EV power semiconductors during the 2022-2023 supply shortage worked through accumulated SiC MOSFET inventory rather than placing new orders, creating a revenue trough at ON Semiconductor and competitors (Wolfspeed, STMicroelectronics, Infineon). CEO Hassane El-Khoury's "Intelligent Power" strategy — pivoting onsemi from a broad-based analog/discrete semiconductor company toward automotive and industrial SiC focus — has concentrated the portfolio on the highest-growth, highest-margin applications (EV powertrains consuming 15-20 SiC MOSFETs per vehicle at $100-200/device, versus $5-10 for traditional silicon IGBT modules) where onsemi's EliteSiC MOSFET technology achieves the switching frequency and efficiency that enables smaller battery packs with longer range.
Qualcomm (QCOM) reported $38.6B revenue in FY2024 (ended Sep), up 9% YoY. Snapdragon X Elite for on-device AI. Market cap ~$190B. 51,000+ employees. San Diego, CA. Licensing + chip sales model.
About
Qualcomm is the world's leading designer of mobile processors and wireless technology. The company's Snapdragon chips power the majority of Android smartphones globally, and its patent portfolio covering 3G/4G/5G wireless standards generates billions in licensing revenue.
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