Infineon Acquires Marvell’s Automotive Ethernet Business for $2.5 Billion

On April 7, German semiconductor giant Infineon Technologies announced it will acquire the automotive Ethernet business of Marvell Technology in an all-cash deal worth $2.5 billion. The acquisition is expected to close in 2025, pending regulatory approvals and customary closing conditions.

9 апреля 2025 г.

This strategic move strengthens Infineon's automotive microcontroller leadership and accelerates its development in software-defined vehicle systems — a key growth area in the future of smart mobility.

Why Automotive Ethernet?

Ethernet — the wired communication standard powering LANs and the internet — is evolving into a core technology for connected vehicles. Automotive Ethernet enables:

High-bandwidth, low-latency communication

Support for ADAS, infotainment, and V2X

Scalable, cost-effective vehicle network architectures

Crucial infrastructure for software-defined vehicles

It is also increasingly relevant in humanoid robotics and autonomous systems.

What Marvell Brings

Marvell’s Brightlane™ Ethernet portfolio includes:

PHY transceivers, Ethernet switches, and bridges

Speed support from 100 Mbps to 10 Gbps

A client base of 50+ automakers, including 8 of the top 10 OEMs

Projected $225M–$250M in revenue for 2025, with ~60% gross margin

Over $4B in cumulative design wins expected by 2030

This business will be integrated into Infineon’s Automotive Division.

The Bigger Picture: Global Auto Ethernet Ecosystem

Infineon joins a growing list of major players in the automotive Ethernet chip space, including:

Broadcom – pioneered auto Ethernet in 2011

NXP, TI, Marvell, Qualcomm, Realtek – key PHY and switch providers

Cisco, Renesas, Huawei – system integrators

Tesla, BMW, Mercedes, Audi, GM, Hyundai, NIO – downstream adopters

Infineon’s move positions it to better compete with Qualcomm (platform integration), NXP (wide automotive portfolio), and Broadcom (long-time Ethernet leader).