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[Core information 05.08] IC original factory have announced financial results: automobile and industry into the main growth point  (2023/5/8 15:08:12)
Source: Semiconductor components and manufacturing Source: yxchip

From late April to the current period of time, the major IC factory have announced the first quarter financial results. In the context of a weak consumer market, IC original factory performance growth is generally tested. Automobile and industry have become the main driving force for the performance of IC manufacturers.

TI: Revenue and profit double decline, auto business growth

TI first quarter revenue was $4.379 billion, down 11% year over year; net profit was $1.708 billion, down 22% year over year. Simulation business was $3.289 billion, down 14% year on year; operating profit was $1.574 billion, down 27% year on year. Embedded processing revenue was $832 million, up 6% year over year; operating profit was $237 million, down 25% year over year.

According to relevant information, TI automotive business revenue increased about 4-6% quarter to quarter, industrial business revenue was about flat, communications equipment business revenue decreased about 14-16% quarter, personal electronics and enterprise systems revenue had the biggest impact, both decreased about 30% quarter.

TI said, as expected, demand was weak in all end markets except cars. TI expects second-quarter revenue in the range of $4.17 billion to $4.53 billion.

ST: Revenue and profit continued to grow year on year

ST first quarter revenue was $4.247 billion, up 19.8% year over year and down 4%, and net profit was $1.044 billion, up 39.8% year on year and down 16.3%.

Revenue from automotive and discrete device units was $1.807 billion, up 43.9% year on year and 6.5% sequentially; revenue from analog, MEMS and sensing units was $1.068 billion, down 0.9% year on year and down 20.3% quarter on quarter; revenue from MCU and digital IC units was $1.368 billion, up 13.2% year on year and down 1.1% sequentially.

ST President and CEO Jean-Marc Chery said ST revenue was higher than expected in the first quarter, but personal electronics revenue fell to about $4.28 billion, up 11.5% year on year and 0.8% from the previous quarter.

Microchip: Financial results hit record high, but began to guard against inventory risk

Microchip Revenue for the fourth quarter (through the end of March) was $2.233 billion, up 21.1% year on year; net profit was $604 million, up a record high, up 37.9% year on year. Overall fiscal year 2023 recorded a record revenue of $8.439 billion, up 23.7% from the previous year; net profit of $2.238 billion, up 74% from the previous year.

Microchip President and CEO Ganesh Moorthy said Microchip has achieved growth and higher profitability for the tenth consecutive quarter, and added that the company is delaying large orders at customer request to help customers improve their inventory situation, which will increase the company's inventory. But Microchip believes the risk of product obsolescence is very low.

Infineon: performance growth continued, once again raised expectations

Revenue for the second quarter (end of March) was 4.119 billion euros, up 25% year over year and 4% sequential; net profit increased 76% year over year and 13% sequential.

Infineon CEO Jochen Hanebeck said the company saw strong growth in electric vehicles, renewable energy generation and energy infrastructure. While the improvement in consumer goods markets such as smartphones, personal computers and home appliances is not clear, Infineon's future performance. Has again raised its revenue and profit forecasts for the full fiscal year.

NXP: Growth blocked, auto business still increased

NXP's first quarter revenue was $3.12 billion, only slightly year-over-year, down 6% sequential; GAAP operating profit was $825 million, down 5% year-over-year and 16% sequential.

Revenue was $1.828 billion, up 17% year over year and 1% sequentially. Revenue from industrial and iot businesses was $504 million, down 26% year on year and 17% sequential decline. Mobile revenue was $260 million, down 35% from a year earlier and down 36% sequentially. Revenue from communications infrastructure and other businesses was $529 million, up 7% from a year-over-year earlier and 7% sequentially.

NXP CEO Kurt Sievers said the company performed better than expected in all key end markets, as automotive and core industries continued to strengthen. Be cautiously optimistic about successfully going through the cyclical downturn in consumer business.

Anson Beauty: Automotive and industrial revenue accounted for a record high

First-quarter revenue was $1.959.7 billion, up 1% year over year; net profit was $461.7 million, down 12.91% year on year. Anson noted that auto market revenue grew 38% year on year, accounting for 50% of total revenue, a record high; automotive and industrial end markets together accounted for 79% of revenue, a record high.

Renesas: Performance kept growing

Renesas's revenue in the first quarter was 35.94 billion yen, up 3.8% year on year, and its operating profit was 12.33 billion yen, up 23.5% year on year.

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