On August 15, 2025, Infineon Technologies completed its acquisition of the automotive Ethernet business from Marvell Technology, Inc. This acquisition strengthens Infineon's system expertise in the software-defined vehicle (SDV) field and further solidifies its leading position in microcontrollers for automotive applications. Furthermore, the technology synergy will enhance product potential and plant the seeds for growth in cutting-edge physical AI fields such as humanoid robots.
The transaction agreement was announced in April 2025 and has received all necessary regulatory approvals. Infineon CEO Jochen Hanebeck said this transaction significantly strengthens Infineon's leading global position in automotive semiconductors and provides strong momentum for our strategy to achieve profitable growth. With a more comprehensive product portfolio, Infineon is working with customers and partners to drive the transformation to software-defined cars. In addition, this acquisition creates new opportunities in the field of physical artificial intelligence, such as humanoid robots. We are pleased to welcome hundreds of highly skilled and enthusiastic employees to the Infineon team and look forward to working together to push the application of Ethernet technology to new heights.
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Ethernet is a key technology for low-latency, high-bandwidth communications. It enables fast and reliable transmission of large amounts of data between components such as microcontrollers, processors, and sensors. This makes it crucial in software-defined cars and holds significant potential for related applications such as humanoid robots.
Through this transaction, Infineon will combine the strengths of Marvell's automotive Ethernet portfolio with its existing microcontroller and systems expertise to provide customers with comprehensive solutions.
The acquisition of Marvell's automotive Ethernet business is a key step in Infineon's strategy to consolidate its leadership in automotive semiconductors.
Technological Complementarity and Product Integration: Infineon's AURIX™ microcontrollers excel in real-time vehicle control, while Marvell's Brightlane automotive Ethernet portfolio (including PHY transceivers, switches, and bridges) excels in high-speed data communication (supporting data rates from 100 Mbps to 10 Gbps). Together, Infineon offers a comprehensive solution encompassing both communications and control, which is crucial for the low-latency, high-bandwidth communications required by software-defined cars. Seizing the Software-Defined Vehicle Market: Software-defined vehicles require efficient and reliable electrical and electronic architectures to support the transmission and processing of large amounts of data. Ethernet technology is a core communications pillar. Through the acquisition, Infineon will be able to more quickly provide customers with more comprehensive SDV solutions, better addressing the secure data processing, networking, and storage requirements of complex features such as Advanced Driver Assistance Systems (ADAS), autonomous driving, and over-the-air software updates.
Expanding the Potential Market: Ethernet technology also holds significant potential in physical AI applications, such as humanoid robots, and in broader IoT applications.
Marvell has clearly shifted its focus to high-growth areas such as AI accelerators and data center network chips. Matt Murphy, Chairman and CEO of Marvell, said, We are very proud of the Marvell team's success in building a best-in-class automotive Ethernet business. Through relentless innovation and extensive and deep collaboration with the automotive industry, Marvell has established a leadership position in this critical technology area. Infineon, with its large scale, rich product portfolio, and broad customer reach, can help unlock the greater potential of this business and is an ideal choice to take it to new heights. We believe this integration will create exciting opportunities for continued growth, and we look forward to this team continuing to thrive as part of Infineon.
Marvell's Brightlane™ automotive Ethernet product portfolio, including PHY transceivers, switches, and bridges, provides high-performance networking capabilities, supports data rates from 100 Mbps to 10 Gbps, and offers essential safety and security features for current and future in-vehicle networks.
The business is expected to generate approximately $4 billion in design win potential by 2030 and significant future revenue growth. Infineon will fund the acquisition through a combination of existing liquidity and new debt capital, and has secured acquisition financing from banks.
Infineon aims to further expand its newly acquired Ethernet business by driving innovation and rapidly transforming it into customer value. All Ethernet expertise will be integrated into the newly established "Ethernet Solutions" business line within Infineon's Automotive Division. This acquisition will further strengthen Infineon's already strong market position in the United States, including its extensive R&D presence.
For Marvell, this move is a logical addition to its core AI strategy. The transaction is expected to accelerate the evolution and integration of automotive semiconductors, particularly in-vehicle networking technology, and its long-term impact warrants continued attention.