Company: AOSL
Filing Date: 2025-05-08
Form Type: 10-Q
Source: 0001387467-25-000044
Chunk: 98

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-05-08
Form: 10-Q
Item: Item 8
Chunk 98
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31, 20252024202520242025202420252024 (in thousands)(% of revenue)(in thousands)(% of revenue)Computing$78,784 $68,655 47.9 %45.8 %$231,229 $210,761 44.5 %42.5 %Consumer21,459 23,571 13.0 %15.7 %75,724 78,153 14.6 %15.8 %Communication28,383 26,820 17.2 %17.9 %96,969 86,811 18.7 %17.5 %Power Supply and Industrial32,772 24,759 19.9 %16.5 %99,561 101,400 19.2 %20.4 %Packaging and testing services and other438 1,204 0.3 %0.7 %2,354 2,694 0.4 %0.5 %License and development services2,799 5,051 1.7 %3.4 %13,841 16,159 2.6 %3.3 %$164,635 $150,060 100.0 %100.0 %$519,678 $495,978 100.0 %100.0 %

Total revenue was $164.6 million for the three months ended March 31, 2025, an increase of $14.6 million, or 9.7% as compared to $150.1 million for the same quarter last year.  The increase was primarily due to an increase of $13.0 million and $4.6 million in sales of power discrete products and sales of power IC products, respectively, offset by a decrease of $0.8 million in packaging and testing services and other, as well as a decrease of $2.3 million in license and development services.  The net increase in power discrete and power IC product sales was primarily due to a 17.3% increase in unit shipment, partially offset by a 4.3% decrease in average selling price as compared to same quarter last year due to a shift in product mix.  The net increase in revenues was primarily driven by a significant increase in the computing markets, particularly in graphics cards products and tablet products, as