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AI Boom Fuels Optimistic Outlook For Key Apple Supplier: IQE Sees Strong Order Book In 2024 Despite 'Persisting Uncertainties In Global Economy'

AI Boom Fuels Optimistic Outlook For Key Apple Supplier: IQE Sees Strong Order Book In 2024 Despite 'Persisting Uncertainties In Global Economy'

人工智能的繁榮推動了蘋果主要供應商的樂觀前景:儘管 “全球經濟持續存在不確定性”,但IQE在2024年仍有強勁的訂單量
Benzinga ·  04/10 19:22

British chip components manufacturer IQE (OTC:IQEPF) has projected its fiscal 2024 results to meet market expectations, driven by a robust order book and the burgeoning artificial intelligence industry.

在強勁的訂單量和蓬勃發展的人工智能行業的推動下,英國芯片元件製造商IQE(場外交易代碼:IQEPF)預計其2024財年的業績將達到市場預期。

What Happened: On Wednesday, IQE, a supplier to Apple Inc. (NASDAQ:AAPL), suggested that its fiscal 2024 results would align with market forecasts, buoyed by a growing order book due to the rapid expansion of the AI sector, reported Reuters.

發生了什麼:路透社報道,蘋果公司(納斯達克股票代碼:AAPL)的供應商IQE週三表示,受人工智能行業快速擴張導致訂單量增長的推動,其2024財年的業績將與市場預測一致。

The company produces "epi-wafers," a sophisticated material used in various products ranging from laser hair removal systems to facial recognition sensors found in Apple's iPhones.

該公司生產 “epi-wafers”,這是一種複雜的材料,用於各種產品,從激光脫毛系統到蘋果iPhone中的面部識別傳感器。

IQE has been investing in solutions to facilitate more efficient data transfer in data centers, aiming to capitalize on the AI boom that has gripped the semiconductor industry. The company's financial performance has already shown signs of improvement, with a return to profit in the second half of 2023 as the supply glut eased and customer demand surged.

IQE一直在投資解決方案,以促進數據中心更高效的數據傳輸,旨在利用席捲半導體行業的人工智能繁榮。該公司的財務業績已經顯示出改善的跡象,隨着供應過剩的緩解和客戶需求的激增,該公司的財務業績將在2023年下半年恢復盈利。

Despite ongoing global economic uncertainties, IQE expects this positive trend to continue throughout 2024. "We expect to see this improvement continue through 2024 despite persisting uncertainties in the global economy," IQE said.

儘管全球經濟持續存在不確定性,但IQE預計這一積極趨勢將持續到2024年。IQE說:“儘管全球經濟持續存在不確定性,但我們預計這種改善將持續到2024年。”

According to the report, analysts predict the company's revenue for the year ending Dec. 31, 2024, to fall within the range of £133.7 million ($169.53 million) to £153.7 million, with an adjusted core profit of £11.1 million to £16.6 million.

根據該報告,分析師預測,截至2024年12月31日的財年,該公司的收入將在1.337億英鎊(合1.6953億美元)至1.537億英鎊之間,調整後的核心利潤爲1,110萬英鎊至1,660萬英鎊。

Why It Matters: Meanwhile, Apple has been making significant strides in the AI space, including the latest launch of its ReALM AI model, which reportedly outperforms OpenAI's GPT-4.

爲何重要:同時,蘋果在人工智能領域取得了長足的進步,包括最新推出的Realm AI模型,據報道,該模型的性能優於OpenAI的 GPT-4。

Previously, it was also reported that the Tim Cook-led company will unveil its AI strategy at the Worldwide Developers Conference or WWDC, set to occur in June. This move could significantly impact the tech giant's stock, according to Wedbush's Dan Ives.

此前還有報道稱,這家由蒂姆·庫克領導的公司將在定於6月舉行的全球開發者大會(WWDC)上公佈其人工智能戰略。Wedbush的丹·艾夫斯表示,此舉可能會對這家科技巨頭的股票產生重大影響。

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"Well, I think that's where [Tim] Cook is gonna unveil the AI strategy... the start of the AI app store, and this is gonna be so important as AI now comes to the Apple ecosystem. And I think this is gonna be a watershed moment for Apple," Ives said earlier this month.

“好吧,我認爲這就是 [蒂姆] 庫克要公佈人工智能戰略的地方... 人工智能應用商店的開始,隨着人工智能進入蘋果生態系統,這將非常重要。而且我認爲這將是蘋果的分水嶺。” 艾夫斯本月早些時候說。

Ives has earlier also said that if the Cupertino, California-based tech giant actually decided to spend money on robots, it would be a "horror show." He went to add that Apple should focus on AI because "If they went after robots, that would be a black eye moment for Apple."

艾夫斯早些時候還表示,如果這家總部位於加利福尼亞州庫比蒂諾的科技巨頭真的決定花錢購買機器人,那將是一場 “恐怖節目”。他接着補充說,蘋果應該專注於人工智能,因爲 “如果他們追捕機器人,那對蘋果來說將是一個黑眼時刻。”

Check out more of Benzinga's Consumer Tech coverage by following this link.

通過以下方式查看 Benzinga 對消費科技的更多報道 點擊這個鏈接

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

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譯文內容由第三人軟體翻譯。


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