Company: AOSL
Filing Date: 2025-08-28
Form Type: 10-K
Source: 0001628280-25-041297
Chunk: 69

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-08-28
Form: 10-K
Item: Item 1
Chunk 69
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 Shanghai.  In addition, our distributors and sales representatives assist us in our sales and marketing efforts by identifying potential customers, creating additional demand and promoting our products, in which case we may pay a sales commission.

6

Our sales cycle varies depending on the types of products and can range from six to eighteen months.  In general, our power discrete products and Power IC products in Computing and Consumer segments progress more rapidly through the customer's design and marketing processes, and therefore they generally have a shorter sales cycle.  In contrast, our IGBT and Module products, used mostly in the power supply, home appliance and industrial applications, require a more extended design and marketing timeline and thus have a longer sales cycle.  Typically, our sales cycle for all products comprises the following steps:

•identification of a customer design opportunity;

•qualification of the design opportunity by our FAEs through comparison of the power requirements against our product portfolio;

•delivery of a product sample to the end customer to be included in the customer's pre-production model with the goal of being included in the final bill of materials; and

•placement by the customer, or through its distributor, of a full production order as the end customer transitions to full volume production.

Competition    

The power semiconductor industry is characterized by fragmentation with many competitors.  We compete with different power semiconductor suppliers, depending on the type of product lines and geographical area.  Our key competitors in power discretes and power ICs are primarily headquartered in the United States, Japan, Europe, China and Taiwan.  Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.  Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.

Our ability to compete depends on a number of factors, including:

•success in expanding and diversifying our serviceable markets, and our ability to develop technologies and product solutions for these markets;

•capability to quickly develop and introduce proprietary technology and best-in-class products;

•performance and cost-effectiveness of our products relative to that of our competitors;

•ability and capacity to manufacture, package and deliver products in large volume on a timely basis at a competitive price;

•success in utilizing new and proprietary technologies to offer products and features previously not available in the marketplace;

•ability to recruit