onsemi and Geely Expand Strategic Collaboration to Elevate the Driving Experience
Rhea-AI Summary
onsemi (NASDAQ: ON) and Geely Auto Group expanded their global strategic collaboration on April 28, 2026, to integrate onsemi EliteSiC silicon carbide power technologies into Geely’s SEA-S–based Super Electric Power (SEP) System.
The partnership targets 900V EV architectures to enable faster charging, longer driving range, higher power density, improved thermal performance, and system-level design alignment across future electric and hybrid vehicles.
Positive
- Integration of EliteSiC into Geely SEA-S SEP System
- Support for 900V architectures enabling faster charging
- Higher power density for improved vehicle performance
- Enhanced thermal performance supporting consistent output
Negative
- No quantitative timelines or product launch dates disclosed
- No disclosed financial terms or expected revenue impact
- Performance claims are company-reported and lack independent metrics
News Market Reaction – ON
In the Apr 28 session, ON declined 4.83%, reflecting a moderate negative market reaction. Argus tracked a peak move of +7.6% during that session. Our momentum scanner triggered 61 alerts that day, indicating high trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous Partnership Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Dec 11 | Auto power partnership | Positive | +1.6% | Extended collaboration with FORVIA HELLA using PowerTrench T10 MOSFETs in auto platforms. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Limited tag-specific history: the prior partnership announcement saw a modest positive reaction of about 1.58%, suggesting investors have historically viewed such collaborations constructively.
Over the past six months, onsemi’s news flow has centered on earnings, capital returns, and strategic collaborations. A December 2025 partnership with FORVIA HELLA around next-generation PowerTrench T10 MOSFETs produced a 1.58% gain, showing incremental positive reception to auto-related power-tech deals. Subsequent headlines highlighted strong 2025 financials, a new $6B buyback authorization, and upcoming earnings dates. Today’s Geely collaboration extends this trajectory of deepening engagement with automotive customers around advanced power technologies.
Key Terms
silicon carbide technical
sic technical
high-voltage architectures technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Geely showcases Super Electric Power System featuring onsemi EliteSiC power technologies
Summary
onsemi and Geely Auto Group have expanded their strategic collaboration to accelerate next-generation electric vehicle development. The partnership includes deeper integration of onsemi’s EliteSiC technologies across vehicles built on Geely’s SEA-S, the Super Hybrid variant of Geely’s Sustainable Experience Architecture. These technologies enable higher-voltage 900V architectures that improve efficiency, extend driving range, and reduce charging times to deliver a faster, more reliable, and more convenient driving experience for customers worldwide.
News Highlights
- onsemi EliteSiC power technologies are integrated into vehicles built on Geely’s SEA-S architecture
- Support for next-generation 900V EV architectures, enabling faster charging, longer driving range and more consistent vehicle performance
- Collaboration will accelerate system-level design and development
SCOTTSDALE, Ariz. and HANGZHOU, China, April 28, 2026 (GLOBE NEWSWIRE) -- onsemi (NASDAQ: ON) and Geely Auto Group today announced an expanded global strategic collaboration aimed at accelerating the development of next-generation electric and hybrid vehicles. The partnership deepens system-level integration of onsemi’s advanced silicon carbide (SiC) technologies across Geely’s vehicle platforms to drive faster, more efficient EV development.
EliteSiC Integrated into Geely’s SEA-S–based SEP System
As part of the announcement, Geely is showcasing its SEA-S–based Super Electric Power (SEP) System that incorporates onsemi’s EliteSiC power technologies at the heart of its electric drive systems. These next-generation vehicles are designed to take full advantage of high-voltage architectures, delivering faster acceleration, extended driving range, and significantly reduced charging times.
By enabling higher power density, onsemi’s technology allows more performance to be packed into a smaller, lighter system, contributing to improved vehicle dynamics and interior space. At the same time, enhanced thermal performance helps maintain consistent output during demanding driving conditions while supporting long-term reliability. Together, these capabilities translate into a more responsive, efficient, and refined driving experience where drivers benefit from quicker starts, smoother power delivery, and longer range with less time spent charging.
Why 900V Architectures Matter for the Future of EVs
At its core, the shift to 900V vehicle architecture is about moving electricity through the car more efficiently. By increasing voltage, automakers can deliver more power with less heat and energy loss, which translates directly into benefits drivers can feel, such as faster charging times, longer driving range, and stronger, more consistent performance. onsemi’s EliteSiC solutions enable this by handling higher voltages with greater efficiency and reliability, helping bring next-generation electric vehicles closer to the speed, convenience, and driving experience consumers expect.
Shaping the Next Phase of EV Platform Design
“The EV market is entering a new phase, driven by higher-voltage architectures and increasing system complexity. Our expanded engagement with Geely reflects how automakers and semiconductor partners are working more closely and earlier to shape critical vehicle design decisions. Together, we are enabling EVs that deliver higher efficiency and performance.” — Hassane El-Khoury, President and CEO, onsemi
“As we advance our electrification strategy, closer coordination with technology partners is increasingly critical. Integrating onsemi technologies across our SEA-S–based electric vehicle platforms reflects this deeper collaboration in action. Working with onsemi as a key system-level partner enables stronger alignment across platform design and engineering execution, supporting our goal of delivering high-performance, efficient electric vehicles to customers worldwide.” — Gan JiaYue, CEO, Geely Auto Group
Delivering Tangible Benefits for Drivers
The expanded collaboration directly translates into meaningful, real-world benefits for drivers:
- Longer driving range through reduced energy losses
- Faster charging times enabled by high-voltage architectures
- Stronger acceleration and performance from higher power density
- Greater reliability and durability through improved thermal management
- A smoother driving experience from more efficient power delivery
As electric vehicle platforms grow more complex, automakers are placing greater emphasis on early system-level decisions that influence efficiency, reliability, scalability, and long-term performance. The expanded collaboration between onsemi and Geely reflects this industry shift by bringing semiconductor innovation to the forefront of vehicle design and enabling a new generation of electric vehicles that combine performance, efficiency, and everyday usability.
About onsemi
onsemi (Nasdaq: ON) delivers intelligent power and sensing technologies that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and AI data center end-markets. With a highly differentiated and innovative product portfolio, onsemi helps customers solve complex challenges to achieve higher efficiency, improved performance, and lower system cost, while supporting a safer, cleaner, and more energy-efficient world. The company is part of the S&P 500® index. Learn more at www.onsemi.com.
onsemi and the onsemi logo are trademarks of Semiconductor Components Industries, LLC. All other brand and product names appearing in this document are registered trademarks or trademarks of their respective holders. Although the Company references its website in this news release, information on the website is not to be incorporated herein.
About Geely Auto Group
Geely Auto Group is a global automotive group under Zhejiang Geely Holding Group, specializing the R&D, production, sales, and services of passenger vehicles. Its brand portfolio includes Geely Auto, Geely Galaxy, Lynk&Co, Zeekr, forming a comprehensive global brand matrix that covers both mainstream and luxury markets. Its product sales and service network covers more than 100 countries and regions worldwide.
Guided by the vision of “Making Smart Refined Cars for Everyone,” Geely Auto Group remains committed to a user-centric philosophy, long-term development, and high-quality growth. The company has established 5 Global Design Centres and 5 Global R&D Centres, achieving full-stack in-house development across key technological domains, including Architecture, Safety, Electrification, Smart Cockpits, Advanced Driver Assistance Systems (ADAS), Computing Centers, AI Large Models, and AI- Digital Chassis. This has enabled Geely to secure a leading position in new energy and intelligent vehicle technologies.
Meanwhile, Geely Auto Group is also actively promoting green, low-carbon, and sustainable development, taking the lead by setting a clear ESG target of achieving carbon neutrality by 2045. Committed to becoming a global Leading Intelligent Mobility, the company strives to deliver on its mission of "A Sustainable Future. A Better World.”
Contact:
onsemi
Michael Mullaney
michael.mullaney@onsemi.com
+1 838-289-7314
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7e74a729-db9a-47d4-bbf2-ae1b9e3c7d7b.
