Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q4 2023 Earnings Conference
Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q4 2023 Earnings Conference
The following is a summary of the Ams-OSRAM AG (AMSSY) Q4 2023 Earnings Call Transcript:
以下是艾姆斯歐司朗股份公司（AMSSY）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Ams-OSRAM reported Q4 group revenues of EUR908 million, showing a slight quarter-on-quarter increase.
Revenue declined 10% year-over-year after adjusting for divestments in the Lamps & Systems segment.
Adjusted EBIT margin stood at 6.9%, slightly above the midpoint of the guided range.
The Semiconductor segment posted revenues of EUR629 million, down by 3% from Q3.
The company reported a Q4 adjusted gross profit of €260 million, with a gross margin of 28.7%.
2023 revenue was lesser compared to 2022 primarily due to portfolio cleanup and lost consumer program sockets.
Operating cash flow in 2023 was stronger due to higher factoring.
艾美歐司朗公佈的第四季度集團收入爲 EUR908 百萬美元，同比略有增長。
經燈具與系統板塊的撤資調整後，收入同比下降了10％。
調整後的息稅前利潤率爲6.9％，略高於指導區間的中點。
半導體板塊公佈的收入爲 EUR629 百萬美元，較第三季度下降了3％。
該公司報告稱，第四季度調整後毛利爲2.6億歐元，毛利率爲28.7％。
與2022年相比，2023年的收入有所減少，這主要是由於投資組合的清理和消費者計劃損失所致。
由於保理率的提高，2023年的運營現金流增強。
Business Progress:
業務進展：
Strong design win momentum was experienced in 2023, particularly in the automotive sector, with total design win volume of over EUR5 billion across all products and applications.
New developments in CT scan photon counting sensors, light emitting diodes for home cinema applications, and micro-LED technology have begun delivering revenues.
Despite expected challenges, the company anticipates positive contributions in 2024 driven by design win prospects and continued execution of the 'Re-establish the Base' program.
They are also expanding presence in China's automotive semi-sector and achieving innovations in photon counting sensors and high-performance blue-emitting lasers.
The company plans divestments throughout 2024 and is engaged in ongoing negotiations.
Ams-OSRAM has finalized the first phase of its industry-first 8-inch Kulim manufacturing facility.
The company targets achieving revenues of €3.6 billion to €4.1 billion in '26 with a 15% adjusted EBIT and anticipates positive free cash flow in '24.
2023 年出現了強勁的設計勝利勢頭，尤其是在汽車領域，所有產品和應用的設計中標總額超過 50 億歐元。
CT掃描光子計數傳感器、用於家庭影院應用的發光二極管以及micro-LED技術的新發展已開始帶來收入。
儘管預計會面臨挑戰，但該公司預計，在設計勝利前景和 “重建基地” 計劃的持續執行的推動下，2024年將做出積極貢獻。
他們還擴大了在中國汽車半導體領域的影響力，並在光子計數傳感器和高性能藍光發射激光器方面實現了創新。
該公司計劃在2024年全年撤資，並正在進行談判。
艾姆斯歐司朗已經完成了其業界首個 8 英寸居林製造工廠的第一階段。
該公司的目標是在26年實現收入36億歐元至41億歐元，調整後的息稅前利潤爲15％，並預計在24年實現正自由現金流。
More details: AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS IR
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