ALPHA & OMEGA SEMICONDUCTOR LtdAOSL

ALPHA & OMEGA SEMICONDUCTOR Ltd Segments Disclosure

10-KFiled Aug 28, 20252 min read
Segment and Geographic Information
The Company is organized as, and operates in, one operating segment: the design, development and supply of power semiconductor products for computing, consumer electronics, communication and industrial applications. The chief operating decision-maker is the Chief Executive Officer. The financial information presented to the Company’s Chief Executive Officer is on a consolidated basis, accompanied by information about revenue by customer and geographic region, for purposes of evaluating financial performance and allocating resources. The Chief Executive Officer assesses performance of the Company, monitors budget versus actual results and determines how to allocated resources based on the consolidated net income or loss as reported on the Company’s Consolidated Statement of Operations. There are no other expense categories regularly provided to the Chief Executive Officer that are not already included in the Consolidated Statements of Operations. The Company has one business segment, and there are no segment managers who are held accountable for operations, operating results and plans for products or components below the consolidated unit level. Accordingly, the Company reports as a single operating segment.
The Company sells its products primarily to distributors in the Asia Pacific region, who in turn sell these products to end customers. Because the Company’s distributors sell their products to end customers which may have a global presence, revenue by geographical location is not necessarily representative of the geographical distribution of sales to end user markets.
The revenue by geographical location in the following tables is based on the country or region in which the products were shipped to: 
 Year Ended June 30, 
 202520242023
(in thousands)
Hong Kong$617,574 $524,788 $561,855 
China58,514 95,417 84,546 
South Korea1,691 9,956 9,168 
United States4,093 4,938 19,744 
Other countries14,290 22,175 16,008 
 $696,162 $657,274 $691,321 

The following is a summary of revenue by product type:
 Year Ended June 30, 
 202520242023
 (in thousands)
Power discrete$449,507 $426,146 $458,795 
Power IC229,926 205,778 218,620 
Packaging and testing services and other
2,888 4,119 3,979 
License and development services13,841 21,231 9,927 
 $696,162 $657,274 $691,321 
Long-lived assets, net consisting of property, plant and equipment and land use rights, net, as well as operating lease right-of-use assets, net by geographical area are as follows:
 June 30,
 20252024
(in thousands)
China$99,389 $106,666 
United States230,518 249,791 
Other countries5,478 5,212 
 $335,385 $361,669 
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Historical Timeline

Fiscal YearFiled
2025Aug 28, 2025Showing above
2024Aug 23, 2024
2023Aug 29, 2023
2022Sep 20, 2022
2021Aug 30, 2021
2020Sep 2, 2020
2019Aug 23, 2019
2018Aug 23, 2018
2017Sep 5, 2017
2016Aug 26, 2016

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.

Other Available Disclosures

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