With the acquisition, Infineon strengthens its system expertise for software-defined vehicles and further expands its leading position in the field of microcontrollers for automotive applications.
“This transaction significantly reinforces our number one position in automotive semiconductors and strengthens our strategy of profitable growth” says Infineon CEO Jochen Hanebeck, “in addition, the acquisition creates new opportunities in the field of physical AI, such as humanoid robots.”
Ethernet is crucial for software-defined vehicles as they are the backbone of communication for E/E-architectures. Marvell’s Brightlane Automotive Ethernet portfolio, comprising PHY transceivers, switches, and bridges, delivers high-performance networking capabilities, supporting data rates from 100 Mbps to 10 Gbps, and provides the necessary security and safety features for both current and future in-vehicle networks.
The business’ design-win pipeline of around $4 billion by 2030 and innovation roadmap offers potential for future revenue growth.
In the calendar year 2025, the business is expected to generate revenue of US$225 – US$250 million with a gross margin of around 60 percent. The purchase price amounted to US$2.5 billion. Infineon finances the acquisition through a combination of existing liquid funds and additional debt capital. The company has secured the acquisition financing from banks.
The entire Ethernet competence will be bundled in a newly created “Ethernet Solutions” business line within Infineon’s Automotive division. The acquisition will further strengthen Infineon’s already strong presence in the US, including extensive activities in research and development