安森美2022年Q1营收破纪录!汽车和工业终端市场占65%

发布时间:2022-05-05  

202255安森美(onsemi,美国纳斯达克股票代号:ON)公布其2022年第1季度业绩,亮点如下:

  • 破纪录收入19.45亿美元,同比增长31%
  • 公认会计原则(GAAP) 摊薄后每股收益为1.18美元,去年同期为0.20美元
  • 破纪录非GAAP摊薄后每股收益1.22美元,去年同期为0.35美元
  • 破纪录GAAP和非GAAP毛利率49.4%,同比增长1,420基点
  • 破纪录GAAP运营利润率33.3%,环比增长730基点,同比增长2,480基点
  • 破纪录非GAAP运营利润率33.9%,环比增长530基点,同比增长2,060基点
  • 过去12个月(LTM)自由现金流利润率为20.8%

安森美总裁兼首席执行官(CEO) Hassane El-Khoury说:“我们的重点战略为 onsemi 的利润率和增长带来了持续的成果,汽车和工业终端市场现在占我们收入的 65%。我们的第1季度业绩创历史新高,收入同比增长 31%,毛利率增长 1,420 个基点至破纪录的 49.4%,突显了我们持续脱胎换骨的业务实力和产品价值。凭借高度差异化的智能电源和智能感知产品组合、长期供应协议带来的强大能见度,以及应对汽车功能电子化、先进驾驶辅助系统(ADAS)、能源基础设施和工厂自动化等现世大趋势,我们在保持我们的发展势头上处于有利地位。”

下表概列2022年第1季度与可比较时期的部分财务业绩:

GAAP Non-GAAP
以百万美元計, 每股数据除外 Q1 2022 Q4 2021 Q1 2021 Q1 2022 Q4 2021 Q1 2021
收入 $1,945.0 $1,846.1 $1,481.7 $1,945.0 $1,846.1 $1,481.7
毛利率 49.4% 45.1% 35.2% 49.4% 45.2% 35.2%
营运利润率 33.3% 26.0% 8.5% 33.9% 28.6% 13.3%
安森美应占收入净额 $530.2 $425.9 $89.9 $538.5 $478.0 $151.3
每股摊薄盈利 $1.18 $0.96 $0.20 $1.22 $1.09 $0.35

收入汇总
(百万美元)
(未经审计)
截至季度的3个月
产品部 Q1 2022 Q4 2021 Q1 2021 环比变动 同比变动
电源方案部(PSG) $ 986.7 $ 953.4 $ 747.0 3% 32%
先进方案部(ASG) $ 689.3 $ 647.3 $ 531.5 6% 30%
智能感知部(ISG) $ 269.0 $ 245.4 $ 203.2 10% 32%
总额 $ 1,945.0 $ 1,846.1 $ 1,481.7 5% 31%

2022年第2季度展望

下表概列安森美预计2022年第2季度的GAAP及non-GAAP展望:

安森美GAAP总额 特别项目** 安森美non-GAAP总额***
收入 1,9652,065百万美元 - 1,9652,065百万美元
毛利率 48.5%至50.5% - 48.5%至50.5%
营运支出 330345百万美元 $25百万美元 305320百万美元
其它收入及支出净额(包括利息支出) 2024百万美元 - 2024百万美元
每股摊薄盈利 1.131.25美元 $0.07美元 1.201.32美元
摊薄股数* 450百万 7百万 443百万

* 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 20.72forthe1.62552.97 for the 0% 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 and the 0% Notes, respectively. At an average stock price per share between 20.72and30.70 for the 1.625% Notes and 52.97and74.34 for the 0% Notes, the hedging activity offsets the potentially dilutive effect of the 1.625% Notes and 0% Notes, respectively. In periods when the quarterly average stock price exceeds 30.70forthe1.62574.34 for the 0% 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 based 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, purchased 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.

电话会议

安森美已于美国东部时间(ET)2022年5月2日上午9时为金融界举行电话会议,讨论此次的发布及安森美2022年第1季度的业绩。英语电话会议将在公司网站http://www.onsemi.cn的“投资者关系”网页作实时广播。实时网上广播大约1小时后在该网站回放,为时30天。

This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the year ending December 31, 2022. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans” or “anticipates” or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2021 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 14, 2022 (the “2021 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, except as may be required by law. You should carefully consider the trends, risks and uncertainties described in this document, our 2021 Form 10-K and subsequent reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.

文章来源于:国际电子商情    原文链接
本站所有转载文章系出于传递更多信息之目的,且明确注明来源,不希望被转载的媒体或个人可与我们联系,我们将立即进行删除处理。

相关文章

    包括英飞凌、意法半导体、安森美等国际IDM厂商都有针对MOSFET产品发出涨价函。近期也有消息传出,包括华润微、扬杰科技和新洁能等国内厂商预计将在今年Q4再次提高MOSFET报价。 值得一提的是,在本......
    不应求也带动价格逐季上涨。此前包括英飞凌、意法半导体、安森美等国际IDM厂商都有针对MOSFET产品发出涨价函。再者,近期也有消息传出,包括华润微、扬杰科技和新洁能等国内厂商预计将在今年Q4再次......
    潮。 英飞凌、安森美均未公开置评。 据国际电子商情了解,此前包括英飞凌、意法半导体、安森美等国际IDM厂商都有针对MOSFET产品发出涨价函。另外,台系大厂新唐科技也在本周向客户发出涨价......
    涨价函纷飞,功率半导体乘势而起?;2019至2022年间新能源汽车、光伏、半导体等下游需求持续旺盛,全球范围内晶圆产能不足,功率半导体行业供不应求,曾出现多次涨价,其中IGBT、SiC MOSFET......
    持续短缺,还不动声色地涨价,几毛钱的东西涨到过上百块,跟它打交道的打工人们望眼欲穿。 穷人靠变异,富人靠科技,同样是碳化硅赛道的佼佼者,安森美一路闷声发大财,一路砸钱收购扩产,布局碳化硅,一不......
    临缺货,代理商贸易商的现货价格已涨价20-30%不等,小客户基本拿不到现货;ADI紧随其后,部分电源IC品类已停止报价,一些独家料号涨价超过50%;瑞萨交期20-24周,高通交期25-30周;安森美......
    安森美半导体2022Q4营收21.04亿美元,同比增长13.9%; 【导读】安森美半导体2022财年第四季度业绩公告显示,安森美半导体第四季度营收21.04亿美元,同比增长13.9%,环比......
    继ST、Xilinx后,瑞萨、Dialog也要涨价了?;10月两家芯片厂喊涨 -传瑞萨发函明年涨价,Dialog也在范围内 根据读者提供的涨价函截图,10月15日,瑞萨电子向客户发出了一份涨价......
    IDM大厂停工!业者:MOSFET价格本季或涨10%...;国际电子商情从安森美(ON Semi)官网获悉,该公司在上周五发布公告称,因受马拉西亚无期限“封国”影响,其Seremban、ISMF两处......
    ADI宣布全线产品涨价!;美国模拟芯片巨头ADI近日向其经销商发布最新涨价函。据业内传出的涨价函显示,ADI将提高全线产品价格,包括新订单及现有未交付的订单,但并未透露具体的涨幅。涨价将从自2022......

我们与500+贴片厂合作,完美满足客户的定制需求。为品牌提供定制化的推广方案、专属产品特色页,多渠道推广,SEM/SEO精准营销以及与公众号的联合推广...详细>>

利用葫芦芯平台的卓越技术服务和新产品推广能力,原厂代理能轻松打入消费物联网(IOT)、信息与通信(ICT)、汽车及新能源汽车、工业自动化及工业物联网、装备及功率电子...详细>>

充分利用其强大的电子元器件采购流量,创新性地为这些物料提供了一个全新的窗口。我们的高效数字营销技术,不仅可以助你轻松识别与连接到需求方,更能够极大地提高“闲置物料”的处理能力,通过葫芦芯平台...详细>>

我们的目标很明确:构建一个全方位的半导体产业生态系统。成为一家全球领先的半导体互联网生态公司。目前,我们已成功打造了智能汽车、智能家居、大健康医疗、机器人和材料等五大生态领域。更为重要的是...详细>>

我们深知加工与定制类服务商的价值和重要性,因此,我们倾力为您提供最顶尖的营销资源。在我们的平台上,您可以直接接触到100万的研发工程师和采购工程师,以及10万的活跃客户群体...详细>>

凭借我们强大的专业流量和尖端的互联网数字营销技术,我们承诺为原厂提供免费的产品资料推广服务。无论是最新的资讯、技术动态还是创新产品,都可以通过我们的平台迅速传达给目标客户...详细>>

我们不止于将线索转化为潜在客户。葫芦芯平台致力于形成业务闭环,从引流、宣传到最终销售,全程跟进,确保每一个potential lead都得到妥善处理,从而大幅提高转化率。不仅如此...详细>>