安森美半導體第一季業績創歷史新高，超乎預期，預計將實現強勁成長

Onsemi（納斯達克股票代碼：ON）公佈 2024 年第一季強勁的財務業績，超越市場預期。該公司的營收為 18.627 億美元，在其電源解決方案集團的推動下，營收和每股盈餘均實現成長。儘管其他細分市場面臨挑戰，Onsemi仍保持強勁的毛利率和營業利潤率，體現了策略業務調整和對長期成長的關注。展望未來，該公司預計第二季營收強勁，並將繼續透過股票回購優先考慮股東價值。

ON Semiconductor Outperforms Expectations with Record First-Quarter Results and Robust Growth Outlook

安森美半導體第一季業績創紀錄，成長前景強勁，超乎預期

In a testament to its unwavering commitment to innovation and delivering exceptional financial performance, ON Semiconductor (NASDAQ: ON) has released its impressive first-quarter results for 2024, showcasing remarkable achievements that solidify its position as a global semiconductor powerhouse.

安森美半導體（納斯達克股票代碼：ON）公佈了令人印象深刻的2024 年第一季業績，展示了鞏固其全球半導體巨頭地位的卓越成就，證明了其堅定不移地致力於創新和提供卓越的財務業績。

Boasting a robust revenue of $1,862.7 million, ON Semiconductor has surpassed market expectations, defying the headwinds faced by the semiconductor industry. Notably, the company's unwavering focus on operational efficiency has yielded substantial results, with both GAAP and non-GAAP gross margins remaining strong at 45.8% and 45.9%, respectively.

安森美半導體的營收高達 18.627 億美元，超出了市場預期，克服了半導體產業面臨的不利因素。值得注意的是，該公司對營運效率的堅定不移的關注已取得了顯著成果，GAAP 和非 GAAP 毛利率分別保持在 45.8% 和 45.9% 的強勁水平。

Reflecting the company's operational prowess, operating margins have also performed exceptionally well, reaching 28.2% on a GAAP basis and an impressive 29.0% on a non-GAAP basis. This remarkable financial performance underscores ON Semiconductor's prudent strategic adjustments and unwavering commitment to long-term growth.

營業利潤率也表現異常出色，以 GAAP 計算達到 28.2%，以非 GAAP 計算則達到令人印象深刻的 29.0%，這反映了公司的營運實力。這項出色的財務表現突顯了安森美半導體審慎的策略調整和對長期成長堅定不移的承諾。

Hassane El-Khoury, the visionary president and CEO of ON Semiconductor, attributed the company's resilience and success to its ability to maintain gross margin through strategic business transformations implemented over the past three years. Emphasizing the critical role of power efficiency in addressing global energy demands, El-Khoury expressed confidence in the company's continued market share growth, driven by its cutting-edge power and sensing technologies.

安森美半導體富有遠見的總裁兼執行長 Hassane El-Khoury 將公司的韌性和成功歸因於過去三年實施的策略業務轉型保持毛利率的能力。 El-Khoury 強調了電源效率在滿足全球能源需求方面的關鍵作用，並對公司在尖端電源和感測技術的推動下市場份額的持續成長充滿信心。

ON Semiconductor's exceptional performance is further underscored by its ability to consistently exceed market expectations. Analysts had projected an EPS of $1.04 and a revenue of $1.85 billion for the quarter, estimates that ON Semiconductor not only met but also surpassed, with an EPS of $1.08 and revenue reaching an impressive $1,862.7 million. This outperformance is a testament to the company's robust operational execution and strategic investments in key growth areas.

安森美半導體不斷超越市場預期的能力進一步凸顯了其卓越的表現。分析師預計本季每股收益為1.04 美元，營收為18.5 億美元，安森美半導體不僅達到了預期，而且還超越了預期，每股收益為1.08 美元，營收達到了令人印象深刻的18.627億美元。這一優異表現證明了該公司強勁的營運執行力和在關鍵成長領域的策略投資。

The company's ongoing commitment to shareholder value is evident in its significant increase in free cash flow, which has nearly tripled year-over-year. Recognizing the importance of returning value to its investors, ON Semiconductor has allocated approximately 100% of its free cash flow to stock repurchases within the past twelve months, demonstrating its unwavering dedication to shareholder returns.

該公司對股東價值的持續承諾體現在其自由現金流的大幅成長，較去年同期成長近兩倍。安森美半導體認識到為投資者回報價值的重要性，在過去 12 個月內將其自由現金流的約 100% 用於股票回購，展現了其對股東回報堅定不移的奉獻精神。

While the Power Solutions Group (PSG) reported a modest 2% year-over-year revenue increase despite a sequential decline, the Automotive, Industrial, and Multi-Market Group (AMG) and Intelligent Sensing Group (ISG) experienced declines both sequentially and year-over-year. These fluctuations reflect the ongoing adjustments within the semiconductor industry and the specific challenges faced by these segments.

電源解決方案集團 (PSG) 的收入儘管環比下降，但仍實現了 2% 的同比小幅增長，而汽車、工業和多市場集團 (AMG) 和智能感測集團 (ISG) 的收入則環比和一年又一年。這些波動反映了半導體產業內部的持續調整以及這些細分市場面臨的具體挑戰。

Looking ahead to the second quarter of 2024, ON Semiconductor has provided guidance that reflects its continued optimism about the future. The company anticipates revenue between $1,680 million and $1,780 million, with an anticipated gross margin ranging from 44.1% to 46.1% on a GAAP basis and 44.2% to 46.2% on a non-GAAP basis. Operating expenses are projected to fall within the range of $327 million to $342 million on a GAAP basis, with adjustments for special items resulting in a non-GAAP operating expense outlook of $313 million to $328 million. The company also forecasts diluted EPS to be between $0.82 and $0.94 on a GAAP basis and $0.86 and $0.98 on a non-GAAP basis.

展望 2024 年第二季度，安森美半導體提供的指引反映了其對未來的持續樂觀態度。該公司預計收入在 16.8 億美元至 17.8 億美元之間，預計毛利率按 GAAP 計算為 44.1% 至 46.1%，按非 GAAP 計算為 44.2% 至 46.2%。根據 GAAP 計算，營運費用預計將在 3.27 億美元至 3.42 億美元之間，對特殊項目進行調整後，非 GAAP 營運費用前景將達到 3.13 億美元至 3.28 億美元。該公司還預計，以 GAAP 計算，攤薄後每股收益將在 0.82 美元至 0.94 美元之間，按非 GAAP 計算，攤薄後每股收益將在 0.86 美元至 0.98 美元之間。

In conclusion, ON Semiconductor's first-quarter results are a resounding testament to its exceptional financial performance, operational resilience, and unwavering commitment to delivering long-term value to its investors. The company's unwavering focus on innovation, operational efficiency, and strategic investments are the cornerstones of its success. As ON Semiconductor continues to navigate the dynamic semiconductor industry, its robust financial foundation, talented team, and innovative solutions position it for continued success and market leadership.

總之，安森美半導體第一季業績有力地證明了其卓越的財務表現、營運彈性以及為投資者提供長期價值的堅定承諾。該公司對創新、營運效率和戰略投資的堅定不移的關注是其成功的基石。隨著安森美半導體繼續引領充滿活力的半導體產業，其強大的財務基礎、優秀的團隊和創新的解決方案使其能夠持續成功並保持市場領先地位。