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STMicroelectronics N.V. (STM) Q3 2024 Earnings Call Transcript Summary

STMicroelectronics N.V. (STM) Q3 2024 Earnings Call Transcript Summary

意法半導體股份有限公司(STM)2024年第三季度業績會通話記錄摘要
富途資訊 ·  10/31 21:41  · 電話會議

The following is a summary of the STMicroelectronics N.V. (STM) Q3 2024 Earnings Call Transcript:

以下是意法半導體N.V. (STM) 2024年第三季度業績會交易摘要:

Financial Performance:

金融業績:

  • STMicroelectronics reported a Q3 2024 net revenue of $3.25 billion, aligning with expectations, yet marking a 26.6% decrease year-over-year.

  • Gross margin was reported at 37.8%, declining from last year's 47.6%.

  • Net income for Q3 was $351 million, significantly reduced from $1.09 billion in the previous year.

  • Earnings per share decreased to $0.37, down from $1.16 year-over-year.

  • 意法半導體報告2024年第三季度淨營業收入爲32.5億美元,與預期一致,但同比下降26.6%。

  • 毛利率報告爲37.8%,較去年的47.6%下降。

  • 第三季度淨利潤爲35100萬美元,大幅減少自上一年的10.9億美元。

  • 每股收益從年初的1.16美元下降至0.37美元。

Business Progress:

業務進展:

  • Introduced the fourth generation of Silicon Carbide MOSFET technology optimized for electric vehicles.

  • Announced new program to reshape manufacturing, focusing on transitioning to 300mm and 200mm wafer sizes.

  • Reported multiple product wins in automotive and industrial sectors, particularly in electric vehicle components and industrial power efficiency solutions.

  • Announced a strategic collaboration with Qualcomm for developing IoT solutions.

  • 推出了爲新能源車優化的第四代碳化硅MOSFEt技術。

  • 宣佈了新的項目,重點是轉型到300毫米和200毫米晶圓尺寸。

  • 在汽車和工業領域報告了多個產品贏,特別是在電動汽車元件和工業電力效率解決方案方面。

  • 宣佈與高通合作開發物聯網解決方案的戰略合作。

Opportunities:

機會:

  • Anticipated growth and market opportunities in electrical vehicles, despite current market slowdowns, with continued investments and product launches in this area.

  • Growth prospects in AI server power infrastructure and internet of things, supported by strategic partnerships and technology development.

  • 儘管當前市場放緩,但預期在電動車輛方面增長和市場機會仍將持續增加,並將繼續在這一領域進行投資和產品推出。

  • 在人工智能服務器電力基礎設施和物聯網方面的增長前景受到戰略合作伙伴關係和技術發展的支持。

Risks:

風險:

  • Continuing declines in revenue projections for Q4 2024 and Q1 2025 due to weaker demand in automotive and industrial sectors.

  • Increased unused capacity charges affecting gross margins due to lower production volumes.

  • 由於汽車和工業行業需求疲軟,預計2024年第四季度和2025年第一季度營業收入預期持續下滑。

  • 未使用產能費用增加,因生產量較低導致毛利率受影響。

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。


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