Infineon Strengthens Automotive Leadership with $2.5B Marvell Ethernet Buyout

Acquisition expands microcontroller dominance and accelerates software-defined vehicle capabilities

Infineon Technologies AG has signed a definitive agreement to acquire Marvell Technology’s automotive Ethernet business for $2.5 billion in cash, marking a strategic move to solidify its position as the global leader in automotive microcontrollers and expand system solutions for software-defined vehicles (SDVs).

The deal combines Infineon’s market-leading AURIX™ microcontroller portfolio with Marvell’s Brightlane™ Ethernet technology, which currently supports network speeds from 100Mbps to 10Gbps. This integration will enable comprehensive solutions for next-gen SDVs, advanced driver-assistance systems (ADAS), and autonomous driving, while unlocking growth opportunities in humanoid robotics and other IoT applications.

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 US$4 billion until 2030 and a strong innovation roadmap, paving the way for future revenue growth.

The business is expected to generate revenue of US$225 – US$250 million in the 2025 calendar year with a gross margin of around 60%, based on the strong potential for further acceleration through Infineon’s unmatched access to global automotive customers. Additional cost synergies are expected from combining R&D forces and leveraging Infineon production reach.

Marvell’s Automotive Ethernet business has several hundred highly skilled and dedicated employees, with main offices in the U.S., Germany and Asia. After the transaction closes, Marvell’s Automotive Ethernet business will become part of Infineon’s Automotive division.

The transaction, funded through existing liquidity and new debt, is subject to regulatory approvals and expected to close by year-end.

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.

모빌리티(Mobility)의 미래 비즈니스 전략을 찾다
- 모빌리티타임즈 (mobilitytimes.net)