NXP Semiconductors Reports Second Quarter 2024 Results EINDHOVEN, The Netherlands, July 22, 2024 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the second quarter, which ended June 30, 2024. "NXP delivered quarterly revenue of $3.13 billion, consistent with our guidance, with all our focus end-markets performing in-line with our expectations. With our second quarter results and guidance for the third quarter NXP has successfully navigated the cyclical trough in our businesses ...

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 June 30, 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: 001-34841 NXP Semiconductors N.V. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

NXP Semiconductors (NXPI) reported $3.13 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 5.2%. EPS of $3.20 for the same period compares to $3.43 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.13 billion, representing a surprise of +0.04%. The company has not delivered EPS surprise, with the consensus EPS estimate being $3.20.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

EINDHOVEN, The Netherlands, July 22, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) today reported financial results for the second quarter, which ended June 30, 2024. "NXP delivered quarterly revenue of $3.13 billion, consistent with our guidance, with all our focus end-markets performing in-line with our expectations. With our second quarter results and guidance for the third quarter NXP has successfully navigated the cyclical trough in our businesses and we expect to resume sequential gro ...

NXP Semiconductors (NXPI) closed at $271.40 in the latest trading session, marking a +0.05% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.25%. Meanwhile, the Dow experienced a rise of 0.15%, and the technology-dominated Nasdaq saw an increase of 0.03%. The the stock of chipmaker has fallen by 0.84% in the past month, lagging the Computer and Technology sector's gain of 8.7% and the S&P 500's gain of 3.34%. The investment community will be closely monitoring the pe ...

会议主要讨论的核心内容 公司在应对行业库存消化方面的策略 - 公司在供应链危机期间避免了过度向分销渠道发货,保持了较低的分销库存水平,这在当前库存消化期间帮助公司避免了严重的库存消化问题 [3][4] - 但公司在直接客户端(主要是汽车客户)仍有一些过度库存需要消化,预计将在今年第二季度完成 [5][6][9] 汽车市场及电动车发展趋势 - 今年汽车市场整体需求较去年有所下降,但电动车和混合动力车渗透率持续提高,特别是在中国市场 [11][13][14][15] - 公司认为中国电动车企业发展速度较快,在产品开发和电子化方面具有优势,未来有望在全球市场取得成功 [17][18][19][20] 公司在中国市场的本地化策略 - 目前公司在中国市场还没有太多本地竞争对手,但未来会面临更多本地化压力 [22][23][24] - 公司正在采取多项措施加强在中国的本地制造和研发能力,包括利用TSMC在中国的制造基地,与SMIC等本地企业合作等 [24][25][26][27][28][29] - 公司认为未来关键是要提供客户所需的差异化产品性能,而不是陷入低端产品的价格竞争 [27][28][29] 问答环节重要的提问和回答 问题1 **Blayne Curtis 提问** 对于中国本地化趋势,公司在微控制器和模拟类产品方面的应对措施是什么? [21] **Kurt Sievers 回答** - 目前公司在中国市场还没有太多本地竞争对手,主要集中在功率半导体、低端微控制器和模拟产品领域 [22][23] - 但未来这种情况肯定会发生变化,公司正在采取多项措施加强在中国的本地制造和研发能力,包括利用TSMC在中国的制造基地,与SMIC等本地企业合作等 [24][25][26][27][28] - 公司认为未来关键是要提供客户所需的差异化产品性能,而不是陷入低端产品的价格竞争 [27][28][29] 问题2 **Blayne Curtis 提问** 公司在汽车领域的主要增长驱动因素是什么,如RADAR、域控制器等方面的进展如何? [32] **Kurt Sievers 回答** - RADAR、电池管理系统和逆变器控制是公司汽车业务的3大增长引擎,目前进展良好 [33][34][35] - 其中RADAR业务今年有望达到10亿美元收入,增长20%-25% [33] - 电池管理系统业务增长超预期,主要得益于中国电动车市场的快速增长 [34][35] - 软件定义汽车架构(S32 CoreRide Platform)是未来最重要的增长点,可以让车辆性能通过软件升级持续提升 [36][37][38][39] 问题3 **Blayne Curtis 提问** 公司如何看待未来毛利率的变化趋势? [45] **Bill Betz 回答** - 公司毛利率在过去两年能保持在较高水平,主要得益于公司在应对行业周期中的出色表现 [46] - 未来公司将通过以下几个方面提升毛利率: 1) 提高内部产能利用率,从目前的70%提升到最佳水平85%左右 [46] 2) 随着分销渠道库存的逐步补充,这部分收入具有较高的毛利率 [47] 3) 整体收入增长带来的规模效应 [48] 4) 公司最新与TSMC合资建厂,未来将带来200个基点的毛利率提升 [49][50][51] - 公司未来还有进一步提升毛利率的空间,将在11月7日的分析师日上更新财务模型 [51]

NXP Semiconductors (NXPI) closed the latest trading day at $276.85, indicating a +1.82% change from the previous session's end. This move outpaced the S&P 500's daily gain of 0.26%. Elsewhere, the Dow gained 0.18%, while the tech-heavy Nasdaq added 0.35%. The the stock of chipmaker has risen by 3.88% in the past month, lagging the Computer and Technology sector's gain of 6.38% and overreaching the S&P 500's gain of 3.25%. Investors will be eagerly watching for the performance of NXP Semiconductors in its up ...

NXP Semiconductors N.V. (NXPI) is leaving no stone unturned to capitalize on growth opportunities present in the electric vehicles (EV) market, which, per a Statista report, is expected to hit $623.3 billion in 2024 and reach $906.7 billion by 2028, indicating a CAGR of 9.8% between 2024 and 2028. In this regard, the company recently collaborated with an e-mobility company, ZF Friedrichshafen AG, to develop Silicon Carbide (SiC)-based traction inverter solutions for EVs. The collaboration aims to create mor ...

文章核心观点 - 半导体公司VIS和NXP计划在新加坡成立合资公司VisionPower Semiconductor Manufacturing Company Pte Ltd,建设一座新的300mm半导体晶圆制造工厂 [1][2][3] - 该合资工厂将生产130nm至40nm的混合信号、电源管理和模拟产品,主要面向汽车、工业、消费电子和移动终端市场 [1][3] - 合资公司将作为独立的商业晶圆代工供应商,为双方股东提供稳定的产能,预计2029年产能达到每月55,000片300mm晶圆 [3] - 该项目总投资78亿美元,VIS出资24亿美元占60%股权,NXP出资16亿美元占40%股权,双方还将额外投入19亿美元用于长期产能建设 [4] - 该工厂将采用新加坡绿色建筑标准,实施严格的绿色制造措施,体现VIS的可持续发展愿景 [5] - 该合资项目有助于NXP实现制造基地的成本竞争力、供应控制和地理多元化,以支持其长期增长目标 [5] 公司概况 - VIS是一家领先的专业IC代工服务提供商,自1994年在台湾新竹科学园区成立以来,在技术开发和生产效率提升方面取得持续成功 [6] - VIS在台湾和新加坡拥有5座8英寸晶圆厂,2023年总产能约27.9万片/月 [6] - VIS拥有6000多名员工,致力于为客户提供持续改进和增强的专业IC代工服务,在全球主要IC集群设有销售办事处 [7] - NXP是一家领先的半导体公司,在汽车、工业&物联网、移动和通信基础设施市场提供创新解决方案,2023年营收132.8亿美元 [8]

NXP's high-voltage isolated gate driver family is integrated into ZF's next-generation 800-V SiC-based traction inverter solutions for EVs The collaboration aims at improving safety, efficiency, range and performance of EVs The GD316x product family implements a number of features to both protect and unleash the benefits of high-voltage SiC power switches EINDHOVEN, The Netherlands, June 04, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) today announced a collaboration with ZF Friedrichshafe ...