Earnings Call Summary | Advantest (ADR)(ATEYY.US) Q4 2023 Earnings Conference
Earnings Call Summary | Advantest (ADR)(ATEYY.US) Q4 2023 Earnings Conference
The following is a summary of the Advantest Corporation (ATEYY) Q4 2023 Earnings Call Transcript:
以下是愛德萬測試公司（ATEYY）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Advantest Corporation reported a reduction in sales, operating income, and net income in FY 2023 compared to FY 2022.
Nevertheless, FY 23 sales came in slightly over expectations, driven mainly by memory testers.
Operating income couldn't meet the full-year guidance due to a ¥9 billion impairment loss.
The company reported a core operating income of ¥87.1 billion and a core operating income margin of 17.9%.
愛德萬測試公司報告稱，與2022財年相比，2023財年的銷售額、營業收入和淨收入有所下降。
儘管如此，23財年的銷售額略高於預期，這主要是由內存測試人員推動的。
由於90億日元的減值損失，營業收入無法達到全年預期。
該公司報告的核心營業收入爲871億日元，核心營業收入利潤率爲17.9％。
Business Progress:
業務進展：
Despite prevailing uncertainty in FY 2024 in segments like smartphones and PCs, Advantest projects an increase in sales and profits with sales of ¥525 billion and operating income of ¥90 billion.
The company has secured new customers and applications in the automotive and compute sectors. They are focusing on offering high value-added solutions and expanding its supply for high growth devices such as High Bandwidth Memory (HBM).
Other focus areas include improving profitability of the memory test business, enhancing value for customers, improving supply chain management and driving efficiency.
The management has faced challenges in SoC tester market but remains confident about long term growth due to wider adoption of AI and computation migration from cloud to edge.
Significant success in sales expansion is seen in China, particularly in high-end System on a Chip (SoC) area and some memory customers.
The company is cautious about the impact of a weakening Yen but is preparing its operations to mitigate the effect.
儘管智能手機和個人電腦等細分市場在2024財年普遍存在不確定性，但愛德萬測試預計銷售額和利潤將增長，銷售額爲5250億日元，營業收入爲900億日元。
該公司已經獲得了汽車和計算領域的新客戶和應用程序。他們專注於提供高附加值的解決方案，並擴大對高帶寬存儲器（HBM）等高增長設備的供應。
其他重點領域包括提高存儲器測試業務的盈利能力、提高客戶價值、改善供應鏈管理和提高效率。
管理層在SoC測試器市場面臨挑戰，但由於人工智能的廣泛採用以及從雲到邊緣的計算遷移，管理層對長期增長仍然充滿信心。
中國的銷售擴張取得了巨大成功，特別是在高端片上系統（SoC）領域和一些存儲器客戶。
該公司對日元貶值的影響持謹慎態度，但正在準備運營以減輕這種影響。
More details: Advantest (ADR) IR
更多詳情： 愛德萬測試 (ADR) 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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譯文內容由第三人軟體翻譯。