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Earnings Call Summary | IQE PLC(IQEPF.US) Q4 2023 Earnings Conference

Earnings Call Summary | IQE PLC(IQEPF.US) Q4 2023 Earnings Conference

業績電話會議摘要 | IQE PLC (IQEPF.US) 2023 年第四季度業績會議
富途資訊 ·  04/10 23:07  · 電話會議

The following is a summary of the IQE Plc (IQEPF) Q4 2023 Earnings Call Transcript:

以下是IQE Plc(IQEPF)2023年第四季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • IQE reported a revenue of £115 million in 2023, a decrease of 31% compared to 2022 due to challenging market conditions and demand slowdown in H1.

  • Adjusted EBITDA was £4.3 million, beating forecasts, while adjusted EBIT loss stood at £20.2 million.

  • The company reported Q1 2024 trading in line with Board expectations and expects revenue and adjusted EBITDA for 2024 to be within analyst forecasts range.

  • Adjusted operating cash flow of £15.7 million was maintained at the same levels as in 2022.

  • IQE報告稱,由於市場條件艱難和上半年需求放緩,2023年收入爲1.15億英鎊,與2022年相比下降了31%。

  • 調整後的息稅折舊攤銷前利潤爲430萬英鎊,超出預期,調整後的息稅折舊攤銷前利潤虧損爲2,020萬英鎊。

  • 該公司報告稱,2024年第一季度的交易符合董事會的預期,並預計2024年的收入和調整後的息稅折舊攤銷前利潤將在分析師的預測範圍內。

  • 調整後的運營現金流爲1,570萬英鎊,維持在與2022年的相同水平。

Business Progress:

業務進展:

  • IQE implemented cost-saving measures and diversified its customer and product base into the wireless market in 2023.

  • It launched VCSEL 3D sensing product with a Tier 1 OEM handset, and made significant progress into high-growth markets such as GaN electronics.

  • The company expects recovery initiated in H2 of 2023 to continue into 2024.

  • It is diversifying into GaN for power electronics, and is targeting the China market with partnerships like AWSC and Lansus.

  • The company is involved in public-private partnerships to accelerate funding, with key focus areas including AI and power electronics.

  • IQE is also benefitting from government funds, with active engagement with the CHIPS office in the US.

  • 2023年,IQE實施了節省成本的措施,並將其客戶和產品基礎多元化到無線市場。

  • 它推出了搭載一級 OEM 手機的 VCSEL 3D 傳感產品,並在氮化鎵電子等高增長市場取得了重大進展。

  • 該公司預計,2023年下半年開始的復甦將持續到2024年。

  • 它正在多元化發展用於電力電子的氮化鎵,並通過AWSC和Lansus等合作伙伴將目標對準中國市場。

  • 該公司參與公私合作伙伴關係,以加速融資,主要重點領域包括人工智能和電力電子。

  • IQE還受益於政府資金,積極參與美國CHIPS辦事處。

More details: IQE PLC IR

更多詳情: IQE PLC IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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