NXPI
Updated: 23/09/2026, 07:27:52
NXP Semiconductors N.V. specializes in the design and production of a broad array of semiconductor solutions. Its extensive portfolio encompasses various processing units, such as microcontrollers, application processors (including the popular i.MX series and its 8 and 9 families), and communication processors. NXP also provides advanced wireless connectivity solutions, featuring technologies like near-field communication (NFC), ultra-wideband (UWB), Bluetooth Low Energy (BLE), Zigbee, and integrated Wi-Fi and Wi-Fi/Bluetooth Systems-on-Chip (SoCs). Furthermore, its offerings extend to analog and interface devices, radio frequency power amplifiers, and robust security controllers. The company also develops semiconductor-based environmental and inertial sensors, including components for pressure, motion (inertial), magnetic fields, and gyroscopic measurements. These solutions find critical applications across diverse sectors, including the automotive industry, industrial automation, the Internet of Things (IoT), mobile computing, and communication infrastructure. NXP distributes its products globally, serving original equipment manufacturers (OEMs), contract manufacturers, and a network of distributors. Its operational footprint spans key global regions, including China, the Netherlands, the United States, Singapore, Germany, Japan, South Korea, and Malaysia, in addition to its broader international reach. Founded in 2006, the company initially operated as KASLION Acquisition B.V. before adopting its current name, NXP Semiconductors N.V., in May 2010. Its corporate headquarters are situated in Eindhoven, the Netherlands.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2025 filing.
Revenue
$12.3B
FY 2025 · Reported
Net income
$2.0B
FY 2025 · Reported
Gross margin
54.7%
FY 2025 · Calculated
Free cash flow
$2.4B
FY 2025 · Calculated
R&D intensity
19.2%
FY 2025 · Calculated
Share repurchases
$0.9B
FY 2025 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
Map layer
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Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Company overview
Global semiconductor company with over 70 years of history; FY2025 revenue $12,269M vs $12,614M FY2024; solutions in embedded processing, mixed-signal analog-digital, power management, DSP, cryptography-security, RF
“For the year ended December 31, 2025, we generated revenue of $12,269 million, compared to $12,614 million for the year ended December 31, 2024.”
Single reportable segment
One reportable segment representing the entity as a whole; CODM Rafael Sotomayor
“NXP has one reportable segment representing the entity as a whole, which reflects the way in which our chief operating decision maker, Rafael Sotomayor, executes operating decisions”
Sales channels Q4 2025
Q4 2025: distributor revenue $2,025M (+8.5% QoQ); direct customer revenue $1,274M (+0.4% QoQ)
“revenue from distributors was $2,025 million, an increase of $159 million or 8.5% compared to the previous period. Revenue from direct customers was $1,274 million, an increase of $5 million or 0.4%”
End market product portfolio
Product groups across four end markets: Automotive (Auto MCU, IVI, IVN, Advanced Analog, Secure Car Access), Industrial & IoT (Processors, Analog & Security, Connectivity), Mobile (Secure Mobile payment & Access, Custom Analog Interfaces), Comm Infra & Other (Secure Card Solutions, Legacy Networking Processors, RF Power Amplifiers); accelerated growth: SDV, Radar, Electrification, Intelligent Edge
“The four end markets are Automotive, Industrial & IoT, Mobile, and Communication Infrastructure & Other.”
Workforce statistics
~32,169 employees worldwide as of Dec 31, 2025 (incl. ~1,439 SSMC JV), across 30+ countries; 11,034 in R&D; voluntary attrition 5.1%; 90% survey participation
“As of December 31, 2025, we employed approximately 32,169 employees worldwide, including approximately 1,439 employees within our SSMC joint venture.”
TTTech Auto acquisition
Acquired 100% of TTTech Auto for $766 million in cash ($675 million net of cash acquired) on June 17, 2025
“On June 17, 2025, NXP announced the closing of the acquisition of 100% of TTTech Auto for $766 million in cash ($675 million net of cash acquired).”
Aviva Links acquisition
Acquired 100% of Aviva Links for $222 million in cash ($202 million net of cash acquired) plus $26 million via settlement of previously held investments
“On October 24, 2025, NXP closed the previously announced acquisition of 100% of Aviva Links for $222 million in cash ($202 million net of cash acquired) and $26 million through the settlement of previously held investments in Aviva Links.”
Kinara acquisition
Acquired 100% of Kinara, Inc. for $284 million in cash ($283 million net of cash acquired); NPUs for AI-powered edge systems
“On October 27, 2025, NXP closed the previously announced acquisition of 100% of Kinara, Inc. for $284 million in cash ($283 million net of cash acquired).”
Automotive market barriers to entry
Automotive semiconductor market characterized by stringent qualification, zero defect quality, functional safety, long design-in timeframes creating significant barriers to entry
“which results in significant barriers to entry”
Primary public competitors
Key public competitors: Analog Devices, Broadcom, Infineon, Microchip, Qualcomm, Renesas, STMicroelectronics, Texas Instruments
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
Industrial & IoT demand drivers
Growth drivers include factory automation, energy efficiency, smart homes, smart consumer devices, health monitoring, and carbon emissions reduction efforts favoring renewable energy
“Carbon emissions reduction efforts (global net zero emission commitments) will also be a key growth driver with large transformations expected of our energy systems.”
MEMS sensors business sale
Completed sale of MEMS sensors business line on February 2, 2026 for $900 million cash plus up to $50 million contingent on technical milestones
“On February 2, 2026, NXP completed the previously announced sale of our MEMS sensors business line for $900 million in cash before closing adjustments and up to an additional $50 million contingent upon the achievement of specified technical milestones.”
Automotive demand drivers
Three mega-trends driving automotive semiconductor content: autonomous driving, electrification, SDVs; content growth driven by ADAS, electrified vehicles, domain/zonal architectures, UWB/NFC car access
“We believe three mega-trends will drive the semiconductor content increase in the future: Autonomous driving, electrification and SDVs.”
Semiconductor market size
Semiconductor market totaled $791.7 billion in 2025
“The semiconductor market totaled $791.7 billion in 2025.”
2025 gross margin decline
2025 gross margin 54.7% vs 56.4% in 2024, mainly driven by price and unfavorable product mix
“Our gross profit percentage for 2025 of 54.7% decreased when compared to 2024 (56.4%), mainly driven by price and unfavorable product mix.”
Q4 2025 restructuring and capital return
Q4 2025: $592M total capital return; gross margin decline due to impairments from scaling down a non-strategic product line; higher restructuring costs under new global actions
“The gross profit percentage for the fourth quarter of 2025 decreased to 54.2% from 56.3% in the third quarter of 2025, primarily due to impairments related to the scaling down of a non-strategic product line.”
FY2025 year in focus
FY2025: revenue $12.3B (-2.7% YoY); GAAP GM 54.7%, OM 24.8%; non-GAAP GM 56.8%, OM 33.1%; CFO $2,820M; capex $395M; FCF $2,425M; capital return $1,924M; cash $3,267M
“Revenue was $12.3 billion, down 2.7% year-on-year; GAAP gross margin was 54.7%, and GAAP operating margin was 24.8%”
CEO transition
Kurt Sievers voluntarily retired as CEO effective October 28, 2025; Rafael Sotomayor appointed President and CEO
“Kurt Sievers, our former CEO, voluntarily retired as CEO and executive director of the Company, effective October 28, 2025.”
Q4 2025 sequential results
Q4 2025 revenue $3,335M, +5.1% QoQ; all end markets grew sequentially; gross margin declined to 54.2% from 56.3% due to impairments from scaling down a non-strategic product line
“Revenue for the three months ended December 31, 2025, was $3,335 million compared to $3,173 million for the three months ended September 28, 2025, an increase of $162 million or 5.1% quarter-on-quarter”
Price erosion risk
Semiconductor industry historically characterized by continued price erosion, especially after a product has been on the market
“The semiconductor industry is historically characterized by continued price erosion, especially after a product has been on the market.”
Semiconductor cyclicality
The semiconductor industry is highly cyclical with alternating capacity additions leading to overcapacity, price erosion, and downturns
“The semiconductor industry is highly cyclical.”
Trade policy and tariff risk
Recent changes in global trade policy including tariffs and trade actions by the U.S., China and others may disrupt established supply chains
“recent changes in global trade policy including tariffs and related trade actions announced by the U.S., China and other countries, potential increase of barriers to international trade”
Historical litigation exposure
Past legal proceedings claiming personal injuries to children of former employees from alleged exposure to clean room chemicals at facilities operated with Philips and Motorola
“we have been involved in legal proceedings claiming personal injuries to the children of former employees as a result of employees’ alleged exposure to chemicals used in semiconductor manufacturing clean room environments”
Export controls and sanctions
Subject to export controls and sanctions including U.S. EAR; ceased Huawei shipments in 2020; Dutch foreign investment control and U.S. outbound investment rules may limit strategic acquisitions
“import and export regulations, such as the U.S. Export Administration Regulations administered by the U.S. Department of Commerce and sanctions imposed by the European Union (EU) and other jurisdictions, are complex, change frequently”
Climate change regulatory costs
Climate change initiatives may raise production costs via energy prices, carbon taxes, or carbon offsets; greenhouse gas regulations may require new equipment or product redesign
“Public and private initiatives to address climate change may result in an increase in the cost of production due to increase in the prices of energy, introduction of energy or carbon tax or the purchase of carbon offsets.”
Demand softening 2023-2025
End markets experienced softening demand and uncertainty during 2023, 2024 and 2025 due to macroeconomic and geopolitical factors
“In the course of 2023, 2024 and 2025, our end markets experienced softening demand and uncertainty due to macroeconomic factors and geopolitical uncertainty.”
Cybersecurity threats
Has experienced attempted cyber-attacks; AI may be used by attackers for malicious code and sophisticated phishing; robust cybersecurity program aligned to international frameworks
“We have, from time to time, experienced cyber-attacks attempting to obtain access to and misuse our computer systems and networks.”
Automotive end market demand driven by semiconductor content per vehicle, ADAS, electrification, SDVs
“Growth in automotive semiconductor sales relies on (1) global vehicle sales and production trends and (2) the increase in semiconductor content per vehicle.”
Distributors are a major sales channel; Q4 2025 distributor revenue of $2,025M vs direct customer revenue $1,274M; distributor return rights and price protection programs affect revenue recognition
“revenue from distributors was $2,025 million, an increase of $159 million or 8.5% compared to the previous period”
Depends on access to production from third-party outsourcing partners and timely supply of equipment and materials
“our access to production from third-party outsourcing partners, and any events that might affect their business or our relationship with them”
Demand for NXP products depends significantly on demand for customers' end products, which fluctuates with consumer spending and economic conditions
“The vast majority of our revenue is derived from sales to manufacturers in the Automotive, Industrial & IoT, Mobile, and Communication Infrastructure end markets. Demand in these markets fluctuates significantly, driven by consumer spending, consumer preferences, the development of new technologies and prevailing economic conditions.”
Kinara acquisition expands NXP solutions for AI-powered edge systems in Industrial & IoT and Automotive end markets
“The Kinara acquisition complements and expands NXP’s solutions for AI-powered edge systems in the Industrial & IoT and Automotive end markets.”
Qualcomm listed among primary key public competitors
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
Infineon listed among primary key public competitors
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
STMicroelectronics listed among primary key public competitors
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
Texas Instruments listed among primary key public competitors
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
Global hostilities including Russia's invasion of Ukraine and Middle East conflict could disrupt supply chains, operations, or demand
“global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia, and the continued hostilities and armed conflict in the Middle East, which could adversely impact the global supply chain”
Global privacy legislation such as GDPR creates a complex compliance environment with potentially significant costs
“global privacy legislation, enforcement, and policy activity, such as the EU General Data Privacy Regulation, are rapidly expanding and creating a complex regulatory compliance environment”
Cross-border investment restrictions may limit NXP's ability to execute strategic acquisitions, investments and alliances
“governments are increasingly imposing restrictions on cross-border investments in semiconductor businesses and technology, such as the Dutch foreign investment control regime and U.S. outbound investment rules, that may limit our ability to execute strategic acquisitions”
Net zero emissions commitments drive Industrial & IoT growth via renewable energy and smart power delivery needs
“Carbon emissions reduction efforts (global net zero emission commitments) will also be a key growth driver with large transformations expected of our energy systems.”
Climate initiatives may increase production costs via energy prices, carbon taxes, or offset purchases
“Public and private initiatives to address climate change may result in an increase in the cost of production due to increase in the prices of energy, introduction of energy or carbon tax or the purchase of carbon offsets.”
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