Earnings Call Summary | INFINEON TECHNOLOG(IFNNY.US) Q2 2024 Earnings Conference
Earnings Call Summary | INFINEON TECHNOLOG(IFNNY.US) Q2 2024 Earnings Conference
The following is a summary of the Infineon Technologies AG (IFNNY) Q2 2024 Earnings Call Transcript:
以下是英飞凌科技股份公司（IFNNY）2024年第二季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Infineon reported Q2 revenues of €3.632 billion and a segment result of €700 million, with a segment result margin of 19.5%.
The company's order backlog remained stable at around €24 billion.
The automotive segment contributed revenues of €2.078 billion and the green industrial power segment experienced a sequential revenue decline, with sales falling 4% to €469 million.
Infineon lowered its revenue expectation to €15.1 billion for the 2024 fiscal year, with its segment result margin expectation revised to around 20%.
Infineon is adjusting its investment expectation to around €2.8 billion from €2.9 billion.
The company anticipates a high-teens level for the segment result margin in the coming June quarter.
Infineon delivered a robust first half of the 2024 fiscal year with revenues as guided and margin slightly better than expected.
英飞凌公布第二季度收入为36.32亿欧元，分部业绩为7亿欧元，分部业绩利润率为19.5％。
该公司的积压订单稳定在240亿欧元左右。
汽车板块贡献了20.78亿欧元的收入，绿色工业电力板块的收入连续下降，销售额下降了4％，至4.69亿欧元。
英飞凌将其2024财年的收入预期下调至151亿欧元，其分部业绩利润率预期上调至20％左右。
英飞凌正在将其投资预期从29亿欧元调整至约28亿欧元。
该公司预计，下个六月季度该细分市场的业绩利润率将达到十几水平。
英飞凌在2024财年的上半年实现了强劲的业绩，收入处于预期水平，利润率略高于预期。
Business Progress:
业务进展：
Infineon has introduced its second generation of trench-based silicon carbide MOSFETs, which have met strong customer interest.
Infineon anticipates its silicon carbide revenue growth to be about 20% for fiscal year 2024.
The company launched a program called Step Up targeted to strengthen their target operating model and enhance value creation.
Infineon maintains expectation of growth in its automotive business and securing significant microcontroller market share in 2024.
The company is preparing for capturing market share in an upswing, while also reducing inventory levels.
Infineon is observing increased demand in the smartphone and AI server space, and considers production of MCUs in China to meet localised demand.
Infineon expects continuous structural growth opportunities beyond the current downturn.
英飞凌推出了第二代基于沟槽的碳化硅 MOSFET，这引起了客户的强烈兴趣。
英飞凌预计，2024财年的碳化硅收入将增长约20％。
该公司启动了一项名为Step Up的计划，旨在加强其目标运营模式并增强价值创造。
英飞凌维持其汽车业务增长的预期，并在2024年确保可观的微控制器市场份额。
该公司正准备以上升的速度占领市场份额，同时降低库存水平。
英飞凌观察到智能手机和人工智能服务器领域的需求增加，并考虑在中国生产微控制器以满足本地化需求。
英飞凌预计，在当前的低迷时期之后，持续的结构性增长机会。
More details: INFINEON TECHNOLOG IR
更多详情： 英飞凌科技 IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由 AI 生成。无法完全保证内容的准确性。欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。