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:
以下是英飛凌科技股份公司（IFNNY）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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.
英飛凌公佈第二季度收入爲36.32億歐元，分部業績爲7億歐元，分部業績利潤率爲19.5％。
該公司的積壓訂單穩定在240億歐元左右。
汽車板塊貢獻了20.78億歐元的收入，綠色工業電力板塊的收入連續下降，銷售額下降了4％，至4.69億歐元。
英飛凌將其2024財年的收入預期下調至151億歐元，其分部業績利潤率預期上調至20％左右。
英飛凌正在將其投資預期從29億歐元調整至約28億歐元。
該公司預計，下個六月季度該細分市場的業績利潤率將達到十幾水平。
英飛凌在2024財年的上半年實現了強勁的業績，收入處於預期水平，利潤率略高於預期。
Business Progress:
業務進展：
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.
英飛凌推出了第二代基於溝槽的碳化硅 MOSFET，這引起了客戶的強烈興趣。
英飛凌預計，2024財年的碳化硅收入將增長約20％。
該公司啓動了一項名爲Step Up的計劃，旨在加強其目標運營模式並增強價值創造。
英飛凌維持其汽車業務增長的預期，並在2024年確保可觀的微控制器市場份額。
該公司正準備以上升的速度佔領市場份額，同時降低庫存水平。
英飛凌觀察到智能手機和人工智能服務器領域的需求增加，並考慮在中國生產微控制器以滿足本地化需求。
英飛凌預計，在當前的低迷時期之後，持續的結構性增長機會。
More details: INFINEON TECHNOLOG IR
更多詳情： 英飛凌科技 IR
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