【ZiDongHua  之 品牌觀察：安森美 、碳化硅 、SiC 、高級(jí)駕駛輔助系統(tǒng) 、ADAS   】

安森美2023財(cái)年第一季度業(yè)績(jī)超預(yù)期

汽車和工業(yè)終端市場(chǎng)創(chuàng)紀(jì)錄貢獻(xiàn)79%的收入

2023年5月4日—安森美(onsemi，美國(guó)納斯達(dá)克股票代號(hào)：ON)公布其2023財(cái)年第1季度業(yè)績(jī)，亮點(diǎn)如下：

· 第1季度收入19.597億美元，同比增長(zhǎng)1%

· 第1季度公認(rèn)會(huì)計(jì)原則(以下簡(jiǎn)稱“GAAP”)和非GAAP的毛利率為46.8% 

· GAAP營(yíng)業(yè)利潤(rùn)率和非GAAP營(yíng)業(yè)利潤(rùn)率分別為28.8%和32.2%

· GAAP每股攤薄收益為1.03美元，非GAAP每股攤薄收益為1.19美元，而去年同期為1.22美元

· 汽車市場(chǎng)收入同比增長(zhǎng)38%，占總收入的50%，創(chuàng)歷史新高

· 汽車和工業(yè)終端市場(chǎng)共占收入的79%，創(chuàng)歷史新高

安森美總裁兼首席執(zhí)行官(CEO) Hassane El-Khoury說(shuō)：“ 盡管宏觀經(jīng)濟(jì)存在不確定性，但我們繼續(xù)保持勢(shì)頭，第一季度的業(yè)績(jī)超過預(yù)期。我們碳化硅(SiC)產(chǎn)能輸出提速超越了內(nèi)部預(yù)期，使我們的碳化硅收入較上季度幾乎翻了一番，而由高級(jí)駕駛輔助系統(tǒng)(ADAS)和能源基礎(chǔ)設(shè)施終端市場(chǎng)帶來(lái)的收入均同比增長(zhǎng)約50%。在行業(yè)大趨勢(shì)的推動(dòng)助力下，我們也在審慎地管理業(yè)務(wù)，以期在當(dāng)前的市場(chǎng)環(huán)境中提供可持續(xù)及可預(yù)測(cè)的結(jié)果。”

下表概列2023年第1季度與可比較時(shí)期的部分財(cái)務(wù)業(yè)績(jī)(未經(jīng)審計(jì)):

2023年第2季度展望

下表概列安森美預(yù)計(jì)2023年第2季度的GAAP及non-GAAP展望：

FINANCIALS

*

Diluted shares outstanding can vary as a result of, among other things, the actual exercise of options or vesting of restricted stock units, the incremental dilutive shares from the Company's convertible senior subordinated notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $20.72 for the 1.625% Notes, $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the Company’s hedge transactions issued concurrently with the 1.625% Notes, the 0% Notes, and the 0.50% Notes, respectively. At an average stock price per share between $20.72 and $30.70 for the 1.625% Notes, $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78 for the 0.50% Notes, the hedging activity offsets the potentially dilutive effect of the 1.625% Notes, the 0% Notes, and the 0.50% Notes, respectively. In periods when the quarterly average stock price exceeds $30.70 for the 1.625% Notes, $74.34 for the 0% Notes, and $156.78 for the 0.50% Notes, the dilutive impact of the warrants issued concurrently with such notes are included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are d on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.

**

Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; non-cash interest expense; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.

***

We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.

電話會(huì)議

安森美已于美國(guó)東部時(shí)間（EST）2023年5月1日上午9時(shí)為金融界舉行電話會(huì)議，討論此次的發(fā)布及安森美2023年第1季度及全年業(yè)績(jī)。英語(yǔ)電話會(huì)議已在公司網(wǎng)站http://www.onsemi.cn的“投資者關(guān)系”網(wǎng)頁(yè)作實(shí)時(shí)廣播。實(shí)時(shí)網(wǎng)上廣播大約1小時(shí)后在該網(wǎng)站回放，為時(shí)30天。

關(guān)于安森美（onsemi）

安森美（onsemi, 納斯達(dá)克股票代號(hào)：ON）正推動(dòng)顛覆性創(chuàng)新，幫助建設(shè)更美好的未來(lái)。公司專注于汽車和工業(yè)終端市場(chǎng)，正加速推動(dòng)大趨勢(shì)的變革，包括汽車功能電子化和安全、可持續(xù)電網(wǎng)、工業(yè)自動(dòng)化以及5G和云基礎(chǔ)設(shè)施等。安森美提供高度差異化的創(chuàng)新產(chǎn)品組合以及智能電源和智能感知技術(shù)，以解決全球最復(fù)雜的挑戰(zhàn)，引領(lǐng)創(chuàng)造更安全、更清潔、更智能的世界。安森美位列《財(cái)富》美國(guó)500強(qiáng)，也被納入標(biāo)普500指數(shù)。