Alpha and Omega Semiconductor Limited (AOSL) recently expanded its package portfolio options for its second-generation 650V to 1200V αSiC MOSFETs, providing clients with enhanced flexibility and streamlined manufacturing processes. This update is pivotal for applications such as xEV charging, solar inverters and industrial power supplies, allowing designers multiple system optimization options to maximize efficiency. The new offerings include the AOBB040V120X2Q, a 1200V/40mOhm αSiC MOSFET in a D2PAK-7L surf ...

Alpha and Omega Semiconductor (AOSL) recently launched the cutting-edge AONG36322 XSPairFET solution, compactly designed for “space-constrained” DC-DC applications. The AONG36322 is uniquely designed, comprising two 30V MOSFETs arranged in a half-bridge configuration within an asymmetric DFN3.5x5 XSPairFET package. This design helps save space by up to 60% compared to the existing DFN5x6 solution, highlighted AOSL. The reduction in PCB footprint simplifies the DC-DC architecture, leading to enhanced efficie ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 001-34717 __________________________ Alpha and Omega Semiconduct ...

财务数据和关键指标变化 - 2024年第三季度收入为1.501亿美元,同比增长13.2%,环比增长9.2% [20] - DMOS收入为9380万美元,同比增长15.9%,环比下降13.8% [21] - PIC收入为5000万美元,同比增长5.4%,环比增长10.6% [21] - 非GAAP毛利率为25.2%,同比25.1%,环比下降2.8个百分点,主要受到利用率下降和ASP下降的影响 [22] - 非GAAP营业费用为3890万美元,同比增加7.5%,环比增加2.6%,主要由于新年度开始导致的工资税费用增加 [22] - 非GAAP每股亏损0.04美元,去年同期亏损0.21美元,上季度盈利0.24美元 [22] - 经营活动现金流28.2百万美元,去年同期11.6百万美元,上季度负23.5百万美元 [23] - 现金余额1.744亿美元,较上季度增加12.1百万美元 [24] 各条业务线数据和关键指标变化 计算业务 - 2024年第三季度收入8.04亿美元,同比增长80.4%,环比下降4.3%,占总收入45.8% [13] - 受益于平板电脑、AI加速器和显卡的强劲表现,抵消了笔记本电脑的季节性下滑 [13] - 预计2024年第四季度收入将环比中高个位数增长,受益于平板电脑、AI和显卡的持续强势 [13] 消费电子业务 - 2024年第三季度收入7490万美元,同比下降47.1%,环比增长0.3%,占总收入15.7% [14] - 家用电器和液晶电视强劲表现超出预期,抵消了游戏业务的库存调整 [14] - 预计2024年第四季度收入将环比实现两位数增长,主要受益于游戏业务库存调整结束带来的反弹 [14] 通信业务 - 2024年第三季度收入8500万美元,同比增长39.2%,环比下降7.4%,占总收入17.9% [15] - 中国和韩国智能手机客户出货强劲,但美国一线客户和网络业务出现季节性下滑 [15] - 预计2024年第四季度收入将环比持平,但同比大幅增长,受益于BOM含量和市场份额的提升 [15] 电源和工业业务 - 2024年第三季度收入7850万美元,同比下降6.5%,环比下降29%,占总收入16.5% [16] - 受到快充电源和太阳能逆变器的库存调整影响,但电动出行业务保持强劲增长 [16] - 预计2024年第四季度收入将环比中高个位数增长,主要受益于快充电源库存调整结束和电动出行业务持续增长 [16] 公司战略和发展方向及行业竞争 - 公司正从单一元件供应商向综合解决方案提供商转型,通过高性能硅、先进封装和智能IC等核心技术,拓展到图形处理、AI数据中心等新应用 [12] - 公司正在向电池、电机和电源等其他应用领域拓展,并持续投入研发以进入相邻市场 [12][18] - 公司看好人工智能、数字化、连接和电气化等趋势,认为电源管理是其中的关键技术,将继续执行技术路线图,帮助客户实现更大的BOM占比,从而支持长期超越行业增长 [18] 管理层对经营环境和未来前景的评论 - 公司认为大部分行业的库存调整已接近尾声,预计未来将逐步复苏 [8][9][11] - 预计2024年下半年将强于上半年,因为客户正为智能手机和PC新品发布做准备 [11] - 公司认为正处于下一个周期的复苏阶段,但难以预测复苏的具体轨迹 [11] - 公司表示正从下行周期中走出,成为一家更强大和更有抗压能力的公司 [11] 问答环节重要的提问和回答 问题1 **David Williams 提问** 询问公司在智能手机市场的表现,是否与往年有所不同 [28][29] **Stephen Chang 回答** 公司在中国高端手机市场表现强劲,抵消了其他地区的季节性下滑,使得整体表现优于往年同期 [29][30] 问题2 **Craig Ellis 提问** 询问公司在各个应用领域的BOM含量提升情况,以及对下半年业务的预期 [39][40] **Stephen Chang 回答** 公司在智能手机、PC和图形处理等领域的BOM含量都有所提升,其中智能手机影响最大。公司预计下半年PC市场将强于上半年,但需谨慎观察 [40][43] 问题3 **Jeremy Kwan 提问** 询问公司实现30%毛利率的路径,以及价格环境的变化 [48][49] **Yifan Liang 回答** 公司预计在收入达到10亿美元时,毛利率将主要通过产品组合改善而提升至30%左右。当前价格环境较正常水平有所下滑,处于高个位数下降 [49][51]

Alpha and Omega Semiconductor (AOSL) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to loss of $0.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 71.43%. A quarter ago, it was expected that this chipmaker would post earnings of $0.15 per share when it actually produced earnings of $0.24, delivering a surprise of 60%. Over the last four quarters, the c ...

Exhibit 99.1 Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Third Quarter of 2024 Ended March 31, 2024 SUNNYVALE, California, May 7, 2024 - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal third quarter of 2024 ended March 31, 2024. The results for the fiscal third quarter of 2024 ended March 31, 2024 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Mo ...

crstrbrt Alpha and Omega Semiconductor (NASDAQ:AOSL), a supplier of power semiconductors, has fallen below a price level that had provided support to the stock for about a whole year. The stock bounced each time whenever it reached this level, but that is not what happened this week. The price action is bearish for several reasons, but long AOSL may still be worth taking into consideration as a speculative, yet calculated play. Why will be covered next. Why betting on AOSL is risky at this time A previous a ...

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs, and modules will showcase its complete line of advanced power management solutions at the Applied Power Electronics Conference (APEC). The new products are designed to meet key power management challenges in several key application areas and markets AOS focuses on. Booth highli ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 001-34717 __________________________ Alpha and Omega Semicond ...

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2024 Earnings Call Transcript February 6, 2024 5:00 PM ET Company Participants Steve Pelayo - IR Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants Craig Ellis - B. Riley Securities David Williams - Benchmark Jeremy Kwan - Stifel Operator Good afternoon, ladies and gentlemen. Thank you for joining today's Alpha and Omega Semiconductor Fiscal Q2 2024 Earnings Call. My name is Tia, and I'll be your m ...