Onsemi's silicon carbide thesis is unraveling as EV adoption slows globally and Chinese SiC suppliers undercut pricing by 30-40%. Tesla supply share has eroded to BYD's in-house program. Automotive image sensor business is being squeezed by Sony and Chinese competitors. The LTSA backlog that once provided visibility is being renegotiated downward.
Signals scoped to US · Company-specific tagging coming soon.