Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q4 2023 Earnings Conference
Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q4 2023 Earnings Conference
The following is a summary of the ChipMOS TECHNOLOGIES INC. (IMOS) Q4 2023 Earnings Call Transcript:
以下是ChipMOS TECHNOLOGIES INC的摘要。(IMOS) 2023 年第四季度業績電話會議記錄：
Financial Performance:
財務業績：
In Q4 2023, revenue increased 22.2% YoY and 2.6% QoQ. Full-year 2023 however reported a decline of 9.2% compared to 2022.
Gross margin for Q4 increased to 20.1%, a significant increase from both Q4 2022 and Q3 2023, but the annual gross margin decreased to 16.6% for 2023 compared to 2022.
Q4 2023 net earnings tripled compared to Q4 2022 but reported a decrease compared to Q3 2023.
Profit attributable to ChipMOS in Q4 2023 decreased 17.0% compared to Q3 2023, due to increased non-operating expenses.
Full-year 2023 reported a 43.8% decrease in net profit compared to 2022.
2023年第四季度，收入同比增長22.2％，環比增長2.6％。然而，2023年全年報告稱，與2022年相比下降了9.2％。
第四季度的毛利率增至20.1％，比2022年第四季度和2023年第三季度均大幅增長，但與2022年相比，2023年的年毛利率降至16.6％。
與2022年第四季度相比，2023年第四季度的淨收益增長了三倍，但與2023年第三季度相比有所下降。
由於非營業費用增加，2023年第四季度歸屬於ChipMOS的利潤與2023年第三季度相比下降了17.0％。
2023年全年報告稱，與2022年相比，淨利潤下降了43.8％。
Business Progress:
業務進展：
ChipMOS navigated through industry headwinds to add capacity and expand leadership.
The company believes the operating momentum will improve in 2024 with the second half performing better than the first half.
The company sees automotive as a strong market and eyes it as a mid and long-term growth area. They also are positive about OLED panels and the new DDIC projects.
The company plans to invest in Green Energy, Automation, Robotics, and AI in 2024.
The company aims to improve product quality and expand high-end product penetration ranged from OLED, automotive panels, and high-end TVs.
Anticipated rebounding NAND Flash demand is expected to contribute to growth, with memory slated to outperform DDIC product momentum in Q1 2024.
A conservative capital expenditure strategy has been planned for 2024, with the expectation of similar outlay to 2023, approximately 15% of annual revenue.
ChipMos 克服了行業阻力，以增加產能和擴大領導地位。
該公司認爲，2024年的運營勢頭將有所改善，下半年的表現要好於上半年。
該公司將汽車視爲一個強勁的市場，並將其視爲中長期增長領域。他們還對OLED面板和新的DDIC項目持樂觀態度。
該公司計劃在2024年投資綠色能源、自動化、機器人和人工智能。
該公司旨在提高產品質量並擴大高端產品的滲透率，包括OLED、汽車面板和高端電視。
預計NAND Flash需求的反彈將促進增長，存儲器的表現將在2024年第一季度超過DDIC產品的勢頭。
已計劃在2024年實施一項保守的資本支出戰略，預計支出將與2023年相似，約佔年收入的15％。
More details: ChipMOS TECHNOLOGIES IR
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譯文內容由第三人軟體翻譯。