Another EV power play
Onsemi is extending its collaboration with Geely, and the hook is pretty simple: its EliteSiC power technologies are now part of vehicles built on Geely’s SEA-S architecture. In EV-land, that’s not just a spec-sheet flex — it’s the kind of stuff that can help cars charge faster, run more efficiently, and generally feel less like a science experiment.
Why this matters
If you’re trying to sell into the next generation of electric vehicles, being inside the architecture matters a lot. This isn’t a random one-off component cameo; it’s onsemi getting tied into the bones of a platform built for 900V EVs. Translation: the company is positioning itself where the industry is headed, not where it already was.
The investor angle
For ON, these design wins are the whole ballgame. Partnerships like this can strengthen the company’s case in automotive semis, especially as EV makers chase better range, faster charging, and more efficient power delivery. It’s also another reminder that the EV race isn’t just about batteries and badges — chips and power systems get a front-row seat too.
Big picture
The market loves a company with recurring design wins because they can turn into longer-term revenue streams if the platform catches on. So yes, it’s a partnership announcement — but the real story is onsemi trying to lock itself into the next EV wave before everybody else crowds the door.