Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q2 2024 Earnings Conference
Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q2 2024 Earnings Conference
Net profit for Q2 2024 was TWD451 million, up from TWD430 million in Q1 2024.The following is a summary of the ChipMOS TECHNOLOGIES INC. (IMOS) Q2 2024 Earnings Call Transcript:
以下是南茂科技公司（IMOS）2024年第二季度業績報告的摘要：
Financial Performance:
金融業績：
Q2 2024 revenue grew 7.2% compared to Q1 2024 and increased 6.7% year-over-year, reaching TWD5,810 million.
Gross margin in Q2 2024 remained flat sequentially but decreased 330 basis points year-over-year.
Net profit for Q2 2024 was TWD451 million, up from TWD430 million in Q1 2024.
Operating profit was affected, with a margin of 6.4%, slightly down from Q1 2024.
2024年第二季度營業收入環比增長7.2％，同比增長6.7％，達到新臺幣581000萬。
2024年第二季度毛利率環比持平，但同比下降330個點子。
2024年第二季度淨利潤爲新臺幣45100萬，高於2024年第一季度的新臺幣43000萬。
營業利潤受到影響，利潤率爲6.4％，略低於2024年第一季度。
Business Progress:
業務進展：
Expanded assembly utilization to 65% and average test utilization to 67%, with an overall improvement in utilization rates.
Outlined strategic investments in memory and DDIC test platforms to meet DDR4 and DDR5 memory upgrade demands.
Planning to acquire an idle factory to expand test capacity for automotive panels and OLED in support of business growth.
裝配利用率擴大至65％，平均測試利用率擴大至67％，利用率總體有所改善。
概述了對內存和DDIC測試平台的戰略投資，以滿足DDR4和DDR5內存升級需求。
計劃收購一家停工的工廠，以擴大汽車面板和oled的測試能力，以支持業務增長。
Opportunities:
機會：
Growth momentum in automotive panel and OLED sectors, with increased demand for high-end DDIC test platforms.
Steady increase in DRAM and Flash products, aided by improving market conditions and consumer restocking behaviors.
汽車面板和 OLED 部門的增長勢頭良好，對高端 DDIC 測試平台的需求有所增加。
DRAM 和 Flash 產品穩步增長，受到市場條件的改善和消費者庫存行爲的幫助。
Risks:
風險：
Gross margins negatively impacted by higher costs such as increased electricity rates and salaries despite higher utilization rates.
Heavily dependent on market stabilization and consumer restocking which pose uncertainties.
儘管利用率提高，但毛利率受到成本上漲（如電力價格和薪資上漲）的負面影響。
嚴重依賴市場穩定和消費者庫存行爲，這帶來了不確定性。
More details: ChipMOS TECHNOLOGIES IR
詳情請見南茂科技公司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.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
