¿­·¢¡¤K8¹ú¼Ê-(Öйú)Ê×Ò³µÇ¼µç×Ó£¬Öи߶ËpcbÉè¼Æ¡¢pcbÖÆ°å¡¢ÔªÆ÷¼þÑ¡ÐÍ¡¢SMTÌùװһվʽ·þÎñ

¶à¼Ò̼»¯¹è°ëµ¼ÌåÏà¹Ø³§É̹«²¼Òµ¼¨£¬Ë­×î׬Ǯ£¿

  • ·¢²¼Ê±¼ä£º2024-08-01 17:03:25
  • ä¯ÀÀÁ¿£º1039
·ÖÏí£º

½üÈÕ£¬Òâ·¨°ëµ¼Ìå¡¢µÂÖÝÒÇÆ÷£¨TI£©¡¢Silicon Labs¡¢Soitec¡¢ÈðÈøµç×Ó¡¢°²É­ÃÀ¡¢X-Fab¡¢AehrµÈ¶à¼Ò³§É̹«²¼ÁË×îÐµļ¾¶ÈÒµ¼¨¡£

Òâ·¨°ëµ¼ÌåQ2ÓªÊÕ32.3ÒÚÃÀÔª£¬ÔÙ´Îϵ÷½ñÄêÓªÊÕÔ¤ÆÚ

7ÔÂ25ÈÕ£¬Òâ·¨°ëµ¼Ì幫²¼ÁË2024ÄêµÚ¶þ¼¾¶È²Æ±¨¡£±¨¸æÏÔʾ£¬Òâ·¨°ëµ¼ÌåQ2¾»ÓªÊÕΪ32.3ÒÚÃÀÔª£¨Ô¼234.03ÒÚÈËÃñ±Ò£©£¬Ã«ÀûÂÊΪ40.1%£¬ÓªÒµÀûÈóÂÊΪ11.6%£¬¾»ÀûÈóΪ3.53ÒÚÃÀÔª£¨Ô¼25.58ÒÚÈËÃñ±Ò£©£¬Ã¿¹ÉÊÕÒæÎª0.25ÃÀÔª£¬Ì¯±¡ºóÿ¹ÉÊÕÒæ0.38ÃÀÔª¡£

¹ØÓÚ±¾ÆÚÒµ¼¨£¬Òâ·¨°ëµ¼Ìå×ܲüæÊ×ϯִÐйÙJean-Marc Chery±íʾ£¬±¾¼¾¶ÈÓ빫˾֮ǰµÄÔ¤ÆÚÏà·´£¬¹¤Òµ¿Í»§¶©µ¥Ã»ÓиÄÉÆ£¬Æû³µÐèÇóÓÐËùϽµ¡£µÚ¶þ¼¾¶È¾»ÊÕÈë¸ßÓڸù«Ë¾ÒµÎñÕ¹Íû·¶Î§µÄÖмäÖµ£¬Ö÷ÒªÔ­ÒòÊǸöÈ˵ç×Ó²úÆ·ÊÕÈëÔö¼Ó£¬µ«Æû³µÒµÎñÊÕÈëµÍÓÚÔ¤ÆÚ£¬²¿·ÖµÖÏûÁËÕâÒ»Ó°Ïì¡£¹«Ë¾¶ÔµÚÈý¼¾¶ÈÒµÎñÕ¹ÍûµÄÖмäÖµÊǾ»ÊÕÈë32.5ÒÚÃÀÔª£¬Í¬±ÈϽµ26.7%£¬»·±ÈÔö³¤1.5%¡£

Òò¿â´æ¹ýÊ£ºÍÆû³µÐ¾Æ¬ÏúÁ¿Ï½µÒÖÖÆÁËÐèÇó£¬Òâ·¨°ëµ¼Ìå±íʾ½«Ïµ÷½ñÄêµÄÓªÊÕÔ¤ÆÚΪ132ÒÚÖÁ137ÒÚÃÀÔª£¬´ËǰԤÆÚΪ140ÒÚÖÁ150ÒÚÃÀÔª¡£ÕâÒÑÊǸù«Ë¾½ñÄêµÚ¶þ´Îϵ÷Äê¶ÈÔ¤ÆÚ¡£

6ÔÂ28ÈÕ£¬¾Ýº«Ã½±¨µÀ£¬Òâ·¨°ëµ¼Ì彫´ÓÃ÷ÄêµÚÈý¼¾¶È¿ªÊ¼½«Æä̼»¯¹è¹¦Âʰ뵼ÌåÉú²ú¹¤ÒÕ´Ó6Ó¢´çÉý¼¶Îª8Ó¢´ç¡£¸Ã¼Æ»®Ö¼ÔÚÌá¸ß²úÁ¿ºÍÉú²úÂÊ£¬ÒÔ¾ßÓоºÕùÁ¦µÄ¼Û¸ñÏòÊг¡¹©Ó¦Ì¼»¯¹è¹¦Âʰ뵼Ìå¡£      

Òâ·¨°ëµ¼Ì弯»®Ã÷ÄêµÚÈý¼¾¶ÈÔÚÒâ´óÀû¿¨ËþÄáÑǵÄ̼»¯¹è¾§Ô²³§¹ý¶Éµ½8Ó¢´ç£¬ËæºóÔÚÐÂ¼ÓÆÂµÄ¾§Ô²³§Ò²½«¹ý¶Éµ½8Ó¢´ç£¬ÓëÈý°²¹âµçºÏ×ʵÄÖйú¹¤³§Ô¤¼Æ½«ÓÚͬÄêµÚËļ¾¶È¿ªÊ¼Éú²ú8Ó¢´ç̼»¯¹è¾§Ô²¡£

µÂÖÝÒÇÆ÷Q2ÓªÊÕ38.2ÒÚÃÀÔª£¬¹¤ÒµºÍÆû³µÒµÎñ¼ÌÐøÏ½µ

7ÔÂ23ÈÕ£¬µÂÖÝÒÇÆ÷¹«²¼ÁË2024ÄêµÚ¶þ¼¾¶È²Æ±¨£¬ÆäQ2ÓªÊÕΪ38.2ÒÚÃÀÔª£¨Ô¼276.78ÒÚÈËÃñ±Ò£©£¬¾»ÀûÈóΪ11.3ÒÚÃÀÔª£¨Ô¼81.88ÒÚÈËÃñ±Ò£©£¬Ã¿¹ÉÊÕÒæÎª1.22ÃÀÔª£¬Ã¿¹ÉÊÕÒæ°üÀ¨Òò¹«Ë¾×î³õÖ¸µ¼ÖÐδ°üº¬µÄÏîÄ¿¶ø´øÀ´µÄ5ÃÀ·ÖÊÕÒæ¡£


ͼƬÀ´Ô´£ºTI

¹ØÓÚÒµ¼¨±íÏÖ£¬TI×ܲüæÊ×ϯִÐйÙHaviv Ilan±íʾ£¬¹«Ë¾Q2ÓªÊÕ±ÈÈ¥ÄêͬÆÚϽµ16%£¬»·±ÈÔö³¤4%¡£Æä¹¤ÒµºÍÆû³µÒµÎñ¼ÌÐø»·±ÈϽµ£¬¶øËùÓÐÆäËûÖÕ¶ËÊг¡¾ùÓÐËùÔö³¤¡£ÔÚ¹ýÈ¥µÄ12¸öÔÂÖУ¬TIÔÚÑз¢ºÍSG&A·½ÃæÍ¶ÈëÁË37ÒÚÃÀÔª£¬ÔÚ×ʱ¾Ö§³ö·½ÃæÍ¶ÈëÁË50ÒÚÃÀÔª£¬²¢Ïò¹É¶«·µ»¹ÁË49ÒÚÃÀÔª¡£

¹ØÓÚÒµ¼¨Õ¹Íû£¬Haviv Ilan±íʾ£¬TIµÚÈý¼¾¶ÈµÄÊÕÈëÔ¤ÆÚÔÚ39.4ÒÚÃÀÔªµ½42.6ÒÚÃÀÔªÖ®¼ä£¬Ã¿¹ÉÊÕÒæÔÚ1.24ÃÀÔªµ½1.48ÃÀÔªÖ®¼ä¡£

½ñÄê3Ô£¬µÂÖÝÒÇÆ÷Åû¶ÁËÔÚµª»¯ïع¦ÂÊÆ÷¼þ¹¤ÒÕ·½ÃæÐµÄÕ½ÂԹ滮£¬¸Ã¹«Ë¾ÕýÔÚ½«ÆäGaN-on-SiÉú²ú¹¤ÒÕ´Ó6Ó¢´çÏò8Ó¢´ç¹ý¶É¡£

3ÔÂ5ÈÕ£¬TIº«¹ú×ܼàJu-Yong Shin±íʾ£¬TIÕýÔÚÃÀ¹ú´ïÀ­Ë¹¡¢ÈÕ±¾»á½òºÍÆäËûµØ·½Ð˽¨8Ó¢´ç¾§Ô²³§¡£¾ÝShin½éÉÜ£¬TIĿǰ²ÉÓÃ6Ó¢´ç¹¤ÒÕÉú²úGaN°ëµ¼Ì壬´ïÀ­Ë¹¹¤³§ÓÐÍûÔÚ2025Äê֮ǰ¹ý¶Éµ½8Ó¢´ç¹¤ÒÕ£¬¶øÔÚÈÕ±¾»á½ò¹¤³§£¬TIÕýÔÚ½«ÏÖÓеĹè»ù8Ó¢´çÉú²úÏßת»»ÎªGaN°ëµ¼ÌåÉú²úÏß¡£

Silicon Labs Q2ÓªÊÕʵÏÖ»·±ÈÔö³¤£¬Q3Ô¤¼Æ±£³ÖÔö³¤

7ÔÂ24ÈÕ£¬Silicon Labs¹«Ë¾¹«²¼ÁË2024ÄêµÚ¶þ¼¾¶È²Æ±¨¡£±¨¸æÏÔʾ£¬Silicon LabsµÚ¶þ¼¾¶ÈÊÕÈëΪ1.45ÒÚÃÀÔª£¨Ô¼10.51ÒÚÈËÃñ±Ò£©£¬¹¤ÉÌÒµÊÕÈëΪ8800ÍòÃÀÔª£¬¼Ò¾ÓÓëÉú»îÊÕÈëΪ5700ÍòÃÀÔª£»Ã«ÀûÂÊΪ53%£¬ÔËÓª·ÑÓÃΪ1.25ÒÚÃÀÔª£¬ÓªÒµ¿÷ËðΪ4800ÍòÃÀÔª£¨Ô¼3.45ÒÚÈËÃñ±Ò£©£¬Ì¯±¡ºóÿ¹É¿÷Ëð2.56ÃÀÔª¡£

Silicon Labs×ܲüæÊ×ϯִÐйÙMatt Johnson±íʾ£¬Silicon LabsÔÚ¼¸¸ö¹Ø¼üÔö³¤ÁìÓòµÄÖбêÉè¼Æ²úÆ·³É¹¦Á¿²úºÍÖն˿ͻ§¼õÉÙ¹ýÊ£¿â´æµÄ¹²Í¬Íƶ¯Ï£¬±¾¼¾¶ÈÔÙ´ÎʵÏÖÇ¿¾¢µÄ»·±ÈÔö³¤¡£

Õ¹ÍûδÀ´£¬Matt Johnson±íʾ£¬Ëæ×ŹýÊ£¿â´æµÄ½øÒ»²½¼õÉÙ¡¢Éè¼Æ³É¹ûµÄ²»¶ÏÔö¼ÓÒÔ¼°Ô¤¶©Çé¿öµÄ¸ÄÉÆ£¬ÆäÔ¤¼ÆµÚÈý¼¾¶ÈµÄÊÕÈ뽫¼ÌÐø±£³ÖÔö³¤¡£

Silicon LabsÔ¤¼ÆµÚÈý¼¾¶ÈÓªÊÕ½«ÔÚ1.6ÒÚÖÁ1.7ÒÚÃÀÔªÖ®¼ä£¬Ã«ÀûÂʽ«ÔÚ54%ÖÁ56%Ö®¼ä£¬ÔËÓª·ÑÓÃԼΪ1.23ÒÚÖÁ1.25ÒÚÃÀÔª£¬Ì¯±¡ºóÿ¹É¿÷Ëð½éÓÚ0.95ÃÀÔªÖÁ1.25ÃÀÔªÖ®¼ä¡£

Soitec Q1ÓªÊÕ·ûºÏÔ¤ÆÚ£¬½«ÍÆÐÂÐÍ»¯ºÏÎï°ëµ¼Ìå

7ÔÂ23ÈÕ£¬Soitec¹«²¼Æä2025²ÆÄêµÚÒ»¼¾¶È£¨½ØÖÁ2024Äê6ÔÂ30ÈÕ£©µÄ×ÛºÏÊÕÈëΪ1.21ÒÚÅ·Ôª£¨Ô¼9.52ÒÚÈËÃñ±Ò£©£¬Óë2024²ÆÄêµÚÒ»¼¾¶ÈµÄ1.57ÒÚÅ·Ôª£¨Ô¼12.35ÒÚÈËÃñ±Ò£©Ïà±ÈϽµÁË23%£¬°´¹Ì¶¨»ãÂʼÆËãÔòϽµÁË24%¡£


ͼƬÀ´Ô´£ºSoitec

SoitecÊ×ϯִÐйÙPierre Barnabé±íʾ£¬ÔÚ³äÂúÌôÕ½µÄÊг¡»·¾³ÖУ¬2025²ÆÄêµÚÒ»¼¾¶ÈÊÕÈëϽµÔÚÔ¤ÁÏÖ®ÖУ¬Ò²·ûºÏ¸Ã¹«Ë¾Ô¤ÆÚ¡£¿Í»§µÄRF-SOI¿â´æÏû»¯¹¤×÷ÕýÔÚ½øÐÐÖУ¬Ô¤¼Æ½«ÔÚ2025²ÆÄêÉϰëÄêÄ©Íê³É¡£³ý±¾¼¾¶ÈÍ⣬RF-SOI½»¸¶Á¿µÄÖð²½»Ö¸´ÒÔ¼°SoitecÈÕÒæ¶àÑù»¯µÄ²úÆ·×éºÏµÄ³ÖÐøÔö³¤£¬½«Îª2025²ÆÄêϰëÄêµÄÊÕÈëÔö³¤µì¶¨»ù´¡¡£

Õ¹ÍûδÀ´£¬Soitec½«¼Ó¿ìÆä¹¤³Ì»ù°å²úÆ·×éºÏµÄ¶àÑù»¯£¬ÔÚSOIÖ®Í⣬Soitec»¹½«ÍƳöÐÂÐÍ»¯ºÏÎï°ëµ¼Ìå¡£

2022Äê3Ô£¬SoitecÐû²¼ÔÚ·¨¹ú²®Äþ×ܲ¿½¨ÉèBernin 4й¤³§£¬ÖÂÁ¦ÓÚÖÆÔì6Ó¢´çºÍ8Ó¢´çµÄ SmartSiC¾§Ô²£¬²¢¾ÙÐÐÁ˵ì»ùÒÇʽ¡£2023Äê10Ô£¬Æä·¨¹ú²®Äþй¤³§Õýʽ½¨³É¡£

¸ù¾Ý·¨¹úýÌåµÄ±¨µÀ£¬¸Ã¹¤³§Í¶×ʶîΪ3.8ÒÚÅ·Ôª£¬ÆäÖÐ30%ÓÉ·¨¹úºÍÅ·ÖÞÔ®Öú³Ðµ£¡£¸Ã¹¤³§Õ¼µØÃæ»ý2500ƽ·½Ã×£¬2028ÄêÈ«²¿´ï²úºó¿ÉÄê²ú50ÍòƬ£¬ÆäÖÐ80%רÓÃÓÚSmartSiC¾§Ô²£¬20%Éú²ú12Ó¢´çSOI¾§Ô²¡£

ÈðÈøµç×ÓQ2ÓªÊÕ3588ÒÚÈÕÔª£¬Í¬±È΢½µ

7ÔÂ25ÈÕ£¬ÈðÈøµç×Ó¹«²¼ÁË2024ÄêµÚ¶þ¼¾¶È²Æ±¨¡£²Æ±¨ÏÔʾ£¬ÈðÈøµç×ÓQ2ʵÏÖÓªÊÕ3588ÒÚÈÕÔª£¨Ô¼169.22ÒÚÈËÃñ±Ò£©£¬Í¬±ÈϽµ2.7%£¬»·±ÈÔö³¤2.0%£»¹éÊôĸ¹«Ë¾ËùÓÐÕßÓ¦Õ¼ÀûÈó967ÒÚÈÕÔª£¨Ô¼45.61ÒÚÈËÃñ±Ò£©£¬Í¬±ÈϽµ22.3%£¬»·±ÈϽµ9.2%£»EBITDAΪ1328ÒÚÈÕÔª£¨Ô¼62.63ÒÚÈËÃñ±Ò£©£¬Í¬±ÈϽµ16.2%£¬»·±ÈϽµ1.0%¡£


ͼƬÀ´Ô´£ºÈðÈøµç×Ó

½ñÄê1ÔÂ11ÈÕ£¬ÈðÈøµç×ÓÓëTransphorm¹²Í¬Ðû²¼Ë«·½ÒÑ´ï³É×îÖÕÊÕ¹ºÐ­Ò飬¸ù¾Ý¸ÃЭÒ飬ÈðÈø×Ó¹«Ë¾½«ÒÔÿ¹É5.10ÃÀÔªÏÖ½ðÊÕ¹ºTransphormËùÓÐÒÑ·¢ÐÐÆÕͨ¹É£¬´Ë´Î½»Ò×¶ÔTransphormµÄ¹ÀֵԼΪ3.39ÒÚÃÀÔª¡£

ÈðÈøµç×Ó±íʾ£¬´Ë´ÎÊÕ¹º½«ÎªÈðÈøÌṩGaNµÄÄÚ²¿¼¼Êõ£¬ÈðÈø½«²ÉÓÃTransphormµÄÆû³µ¼¶GaN¼¼ÊõÀ´¿ª·¢ÐµÄÔöÇ¿Ð͵çÔ´½â¾ö·½°¸£¬ÀýÈçÓÃÓڵ綯Æû³µµÄX-in-1¶¯Á¦×ܳɽâ¾ö·½°¸£¬ÒÔ¼°ÃæÏò¼ÆËã¡¢ÄÜÔ´¡¢¹¤ÒµºÍÏû·ÑÓ¦ÓõĽâ¾ö·½°¸¡£

°²É­ÃÀQ2ÓªÊÕ17.352ÒÚÃÀÔª£¬Óë´óÖÚÇ©Êð¶àÄêЭÒé

7ÔÂ30ÈÕ£¬°²É­ÃÀ¹«²¼ÁË2024ÄêµÚ¶þ¼¾¶ÈÒµ¼¨¡£2024ÄêQ2£¬°²É­ÃÀʵÏÖÓªÊÕ17.352ÒÚÃÀÔª£¨Ô¼125.82ÒÚÈËÃñ±Ò£©£¬°´ÕÕÃÀ¹úͨÓÃ»á¼Æ×¼Ôò£¨GAAP£©ºÍ·ÇGAAP¼ÆËãµÄëÀûÂÊ·Ö±ðΪ45.2%ºÍ45.3%£¬GAAPÓªÒµÀûÈóÂʺͷÇGAAPÓªÒµÀûÈóÂÊ·Ö±ðΪ22.4%ºÍ27.5%£¬GAAPÓ¦Õ¼ÊÕÈë¾»¶îºÍ·ÇGAAPÓ¦Õ¼ÊÕÈë¾»¶î·Ö±ðΪ3.38ÒÚÃÀÔªºÍ4.12ÒÚÃÀÔª¡£

·ÖÒµÎñÀ´¿´£¬2024ÄêQ2£¬°²É­ÃÀµçÔ´·½°¸²¿£¨PSG£©¡¢Ä£ÄâÓë»ìºÏÐźŲ¿£¨AMG£©¡¢ÖÇÄܸÐÖª²¿£¨ISG£©ÓªÊÕ·Ö±ðΪ8.35ÒÚÃÀÔª¡¢6.48ÒÚÃÀÔªºÍ2.52ÒÚÃÀÔª¡£

¹ØÓÚÒµ¼¨±íÏÖ£¬°²É­ÃÀ×ܲüæÊ×ϯִÐйÙHassane El-Khoury±íʾ£¬Ëæ×Ű²É­ÃÀÔÚÅ·ÖÞ¡¢±±ÃÀºÍÖйúÅäºÏÕû³µ³§ÉÌ£¨OEM£©À©²ú£¬½«²»¶Ï¹®¹ÌÆäÔÚÆû³µÁìÓòµÄ̼»¯¹è¹¦ÂÊÆ÷¼þÁìµ¼µØÎ»¡£

7ÔÂ23ÈÕ£¬¾Ý°²É­ÃÀ¹Ù΢ÏûÏ¢£¬°²É­ÃÀ½üÈÕÐû²¼Óë´óÖÚÆû³µ¼¯ÍÅÇ©ÊðÁËÒ»Ïî¶àÄêЭÒ飬³ÉΪÆä¿ÉÀ©Õ¹ÏµÍ³Æ½Ì¨£¨SSP£©ÏÂÒ»´úÖ÷ÇýÄæ±äÆ÷µÄÖ÷Òª¹©Ó¦ÉÌ£¬ÌṩÍêÕûµÄµçÔ´Ïä½â¾ö·½°¸¡£¸Ã½â¾ö·½°¸ÔÚ¼¯³ÉÄ£¿éÖвÉÓÃÁË»ùÓÚ̼»¯¹èµÄ¼¼Êõ£¬¿ÉÀ©Õ¹ÖÁËùÓй¦Âʼ¶±ðµÄÖ÷ÇýÄæ±äÆ÷£¬¼æÈÝËùÓгµÁ¾Àà±ð¡£

°²É­ÃÀ×ܲüæÊ×ϯִÐйÙHassane El-Khoury±íʾ£¬ÕâÖÖº­¸ÇÕû¸ö¹¦ÂÊ×Ó×é¼þµÄÍêÕûµçԴϵͳ½â¾ö·½°¸¿ÉÒÔÔÚ²»Ó°ÏìÐÔÄܵÄǰÌáÏ£¬Îª²»Í¬³µÁ¾¶¨Öƹ¦ÂÊÐèÇóºÍÔö¼ÓÌØÐÔ£¬Í¬Ê±½µµÍ³É±¾¡£

´ËÍ⣬°²É­ÃÀ½üÈÕÍÆ³öÁË×îÐÂÒ»´ú̼»¯¹è¼¼Êõƽ̨EliteSiC M3e MOSFET£¬²¢¼Æ»®ÔÚ2030ÄêÇ°ÍÆ³ö¶à´úвúÆ·¡£EliteSiC M3e MOSFETÔÚ¿É¿¿ÇÒ¾­¹ýʵ¼ÊÑéÖ¤µÄÆ½Ãæ¼Ü¹¹ÉÏÏÔÖø½µµÍÁ˵¼Í¨ËðºÄºÍ¿ª¹ØËðºÄ¡£Óëǰ¼¸´ú²úÆ·Ïà±È£¬¸Ãƽ̨Äܹ»½«µ¼Í¨ËðºÄ½µµÍ30%£¬²¢½«¹Ø¶ÏËðºÄ½µµÍ¶à´ï50%¡£

Õ¹Íû2024ÄêQ3£¬°²É­ÃÀÔ¤¼ÆGAAPÊÕÈë17ÒÚÃÀÔª-18ÒÚÃÀÔª£¬Ã«ÀûÂÊ44.3%-46.3%£¬ÓªÔËÖ§³ö3.29ÒÚÃÀÔª-3.44ÒÚÃÀÔª£¬Ã¿¹É̯±¡ÊÕÒæ0.85ÃÀÔª-0.97ÃÀÔª¡£

¹¤ÒµºÍ̼»¯¹èÒµÎñÆ£Èí£¬X-FabÓªÊÕÏ»¬

7ÔÂ25ÈÕ£¬X-Fab¹«²¼ÁË2024ÄêµÚ¶þ¼¾¶ÈÒµ¼¨¡£2024ÄêQ2£¬X-FabʵÏÖÓªÊÕ2.051ÒÚÃÀÔª£¨Ô¼14.87ÒÚÈËÃñ±Ò£©£¬·ûºÏÔ¤ÆÚµÄ2ÒÚ-2.1ÒÚÃÀÔª£¬Í¬±ÈϽµ9%£¬»·±ÈϽµ4%£¬Ö÷ÒªÊÇÓÉÓÚ¹¤ÒµºÍ̼»¯¹èÒµÎñÆ£Èí£»¶©µ¥Á¿Îª2.484ÒÚÃÀÔª£¬Í¬±ÈÔö³¤12%£»Ï¢Ë°ÕÛ¾É̯ÏúǰÀûÈó£¨EBITDA£©Îª4790ÍòÃÀÔª£¬Í¬±ÈϽµ23%£¬EBITDAÀûÈóÂÊΪ23.3%£»Ï¢Ë°Ç°ÀûÈó£¨EBIT£©Îª2280ÍòÃÀÔª£¬Í¬±ÈϽµ44%¡£


ͼƬÀ´Ô´£ºX-Fab

2024ÄêQ2£¬X-FABµÄºËÐÄÒµÎñÆû³µ¡¢¹¤ÒµºÍÒ½ÁÆÊÕÈë´ïµ½ÁË1.901ÒÚÃÀÔª£¬Í¬±ÈϽµ4%£¬Õ¼×ÜÊÕÈëµÄ±ÈÖØÎª94%¡£

X-Fab±íʾ£¬ºÍÔ¤ÆÚÒ»Ñù£¬ÓÉÓÚµÚÒ»¼¾¶È¶©µ¥Á¿½ÏµÍ£¬µÚ¶þ¼¾¶È̼»¯¹èÊÕÈëͬ±ÈϽµ33%£¬Îª1160ÍòÃÀÔª¡£Ô¤¼Æµ±Ç°µÄÆ£Èí½«ÔÚµÚÈý¼¾¶È´¥µ×¡£¸ù¾Ý¿Í»§·´À¡£¬X-FabÔ¤¼ÆÆä̼»¯¹èÒµÎñ½«ÔÚµÚËļ¾¶È¿ªÊ¼¸´ËÕ£¬2025Ä꽫»Ö¸´Ç¿¾¢Ôö³¤¡£

Ŀǰ£¬X-FabÕýÔÚ´óÁ¦À©²ú̼»¯¹è£¬Æä2024ÄêµÄÖ÷ÒªÖ§³ö½«°üÀ¨ÂíÀ´Î÷ÑÇɰÀ­Ô½µÄ²úÄÜÀ©ÕÅÏîÄ¿¡¢·¨¹úµÄ³ÖÐø²úÄÜת»»ÒÔ¼°µÂ¿ËÈøË¹Öݬ²®¿Ë̼»¯¹èÉú²úÏߵĽøÒ»²½À©½¨¡£

2023Ä꣬X-FABÔڵ¿ËÈøË¹µÄ̼»¯¹è¾§Ô²²úÁ¿±ÈÉÏÒ»ÄêÔö¼ÓÁË58%¡£ÔÚɰÀ­Ô½£¬X-FABÖ¼ÔÚÔö¼Ó¸Ã¹¤³§Ã¿ÔÂ10000Ƭ¾§Ô²²úÄܵĽ¨ÖþÊ©¹¤Ô¤¼Æ½«ÔÚÏļ¾Ö®ºóÍê³É£¬²¢¼Æ»®ÔÚ½ñÄêµÚËļ¾¶È¿ªÊ¼°áÈëÉ豸¡£

Õ¹ÍûδÀ´£¬X-FabÔ¤¼Æ2024ÄêQ3ÊÕÈë2.05ÒÚ-2.15ÒÚÃÀÔª£¬EBITDAÀûÈóÂÊÔÚ24-27%Ö®¼ä¡£X-FAB½«È«ÄêÔ¤ÆÚÊÕÈë´Ó9ÒÚ-9.7ÒÚÃÀÔªµ÷ÕûÖÁ8.6ÒÚ-8.8ÒÚÃÀÔª£¬Ö÷ÒªÓÉÓÚ̼»¯¹è¹¦ÂÊÆ÷¼þÊг¡ÕûÌ帴ËÕµÄÑÓ³Ù£»ÔÚϵ÷Ô¤ÆÚÊÕÈëµÄͬʱ£¬X-FABÈ«ÄêEBITDAÀûÈóÂÊÔ¤ÆÚ·¶Î§ÒÑÊÕÕ­ÖÁ25-28%¡£

Aehr¹«Ë¾¼¾¶ÈÊÕÈë·´µ¯£¬Ì¼»¯¹è³ÉΪ¹Ø¼üÇý¶¯Á¦

7ÔÂ29ÈÕ£¬Aehr¹«Ë¾¹«²¼ÁË2024²ÆÄêµÚËļ¾¶È£¨½ØÖÁ5Ôµף©Òµ¼¨¡£±¨¸æÆÚÄÚ£¬AehrʵÏÖÓªÊÕ1660ÍòÃÀÔª£¨Ô¼1.2ÒÚÈËÃñ±Ò£©£¬³¬³öÁËÔ¤ÆÚµÄ1540ÍòÃÀÔª£¬È¥ÄêͬÆÚΪ2230ÍòÃÀÔª£¬Éϸö¼¾¶ÈΪ756ÍòÃÀÔª¡£


ͼƬÀ´Ô´£ºAehr

ÆäÈ«ÄêÓªÊÕ´Ó2023²ÆÄêµÄ6500ÍòÃÀÔªÔö³¤ÖÁ2024²ÆÄêµÄ6620ÍòÃÀÔª£¬³¬¹ýÁËÔ¤ÆÚµÄ6500ÍòÃÀÔª£¬µ«µÍÓÚ2023Äê1Ô³õÔ¤ÆÚµÄ7500Íò-8500ÍòÃÀÔª£¬ÒÔ¼°2023Äê7ÔÂÖÐѮԤÆÚµÄ³¬¹ý1ÒÚÃÀÔª£¬Ô­ÒòÊÇ×Ô2023Äêµ×ÒÔÀ´ÓÉÓڵ綯Æû³µÐèÇó·Å»ºµ¼ÖµÄ̼»¯¹èÆ÷¼þÓ¦ÓõĶ©µ¥ÍƳÙ¡£

°´·ÇGAAP¼ÆË㣬Aehr¼¾¶È¾»ÊÕÈëΪ2470ÍòÃÀÔª£¨Ã¿¹É̯±¡ÊÕÒæ0.84ÃÀÔª£©£¬½ÏÈ¥ÄêͬÆÚµÄ680ÍòÃÀÔª£¨Ã¿¹É̯±¡ÊÕÒæ0.23ÃÀÔª£©ÓÐËùÔö³¤£¬ÓëÉϸö¼¾¶ÈµÄ¾»¿÷Ëð0.88ÍòÃÀÔª£¨Ã¿¹É̯±¡¿÷Ëð0.03ÃÀÔª£©Ïà±ÈÒ²ÓÐÏÔÖø¸ÄÉÆ¡£Òò´Ë£¬Aehr 2024²ÆÄêÈ«Äê¾»ÊÕÈëΪ3580ÍòÃÀÔª£¨Ã¿¹É̯±¡ÊÕÒæ1.21ÃÀÔª£©£¬ÊÇ2023²ÆÄê1730ÍòÃÀÔª£¨Ã¿¹É̯±¡ÊÕÒæ0.59ÃÀÔª£©µÄÁ½±¶¶à¡£

¹ØÓÚÒµ¼¨±íÏÖ£¬Aehr×ܲüæÊ×ϯִÐйÙGayn Erickson±íʾ£¬ÔÚ¹ýÈ¥Ò»Ä꣬ÓÃÓڵ綯Æû³µÌ¼»¯¹è¹¦Âʰ뵼ÌåµÄ¾§Ô²¼¶²âÊÔºÍÀÏ»¯É豸ÊÇÆäÒµÎñµÄ¹Ø¼üÇý¶¯Á¦£¬Ô¤¼ÆÌ¼»¯¹è½«¼ÌÐø³ÉÎªÍÆ¶¯µ±Ç°²ÆÄê¼°ÒÔºóÊÕÈëÔö³¤µÄ¹Ø¼üÒòËØ¡£

ÔÚ¼¾¶ÈÊÕÈëʵÏÖ·´µ¯µÄͬʱ£¬Aehr³ÖÐøÊÕ»ñ¶©µ¥¡£7ÔÂ16ÈÕ£¬AehrÐû²¼»ñµÃÒ»¸ö̼»¯¹è²âÊÔºÍÀÏ»¯¿Í»§µÄж©µ¥£¬¼ÛÖµ1270ÍòÃÀÔª£¬ÓÃÓÚÖ§³ÖÉú²úÓÃÓڵ綯Æû³µµÄ̼»¯¹è¹¦ÂÊÆ÷¼þµÄFOX¾§Ô²¼¶È«¾§Ô²½Ó´¥Æ÷£¬½«ÔÚ½ÓÏÂÀ´µÄÈý¸öÔÂÄÚ½»¸¶¡£Ä¿Ç°¡£AehrÕýÔÚ»ý¼«Óë´óÁ¿ÐµÄ̼»¯¹èÆ÷¼þºÍÄ£¿é¹©Ó¦É̽Ӵ¥£¬²¢Ñ°ÇóÂú×ãËûÃÇ´Ó2025Ä꿪ʼÉÏÏßµÄÔ¤ÆÚ²úÄÜ¡£

Õ¹ÍûδÀ´£¬AehrÔ¤¼ÆÔÚ2025²ÆÄê¼°ÒÔºóÓÐÏÔÖøµÄÔö³¤»ú»á¡£¶ÔÓÚ2025²ÆÄ꣨½ØÖÁ5Ô£©£¬AehrÔ¤¼ÆÊÕÈ뽫Ôö³¤ÖÁмͼ£¬ÖÁÉÙΪ7000ÍòÃÀÔª£¬Ë°Ç°¾»ÀûÈóÖÁÉÙÕ¼×ÜÊÕÈëµÄ10%¡£

THE END
PCB¼Æ¼Û

ÃâÔðÉùÃ÷£º²¿·ÖÎÄÕÂÐÅÏ¢À´Ô´ÓÚÍøÂçÒÔ¼°ÍøÓÑͶ¸å£¬±¾ÍøÕ¾Ö»¸ºÔð¶ÔÎÄÕ½øÐÐÕûÀí¡¢ÅŰæ¡¢±à¼­£¬ÒâΪ·ÖÏí½»Á÷´«µÝÐÅÏ¢£¬²¢²»Òâζ×ÅÔÞͬÆä¹Ûµã»ò֤ʵÆäÄÚÈݵÄÕæÊµÐÔ£¬Èç±¾Õ¾ÎÄÕºÍת¸åÉæ¼°°æÈ¨µÈÎÊÌ⣬Çë×÷ÕßÔÚ¼°Ê±ÁªÏµ±¾Õ¾£¬¿­·¢¡¤K8¹ú¼Ê-(Öйú)Ê×Ò³µÇ¼»á¾¡¿ìºÍÄú¶Ô½Ó´¦Àí¡£

¿­·¢¡¤K8¹ú¼Ê-(Öйú)Ê×Ò³µÇ¼PCB¹Ù·½¹«ÖÚºÅ
Copyright ? 2025 pcbshenya.com ËÄ´¨¿­·¢¡¤K8¹ú¼Ê-(Öйú)Ê×Ò³µÇ¼µç×ӿƼ¼ÓÐÏÞ¹«Ë¾ | ÊñICP±¸19028794ºÅ-1
Ö§¸¶·½Ê½ :
¿­·¢¡¤K8¹ú¼Ê-(Öйú)Ê×Ò³µÇ¼µç×Ó¼ªÏéÎï
ÔÚÏß×Éѯ
СÑdz¬ÈË
sitemap¡¢ÍøÕ¾µØÍ¼