11月4日,恩智浦半导体(NXPI)公布了最新的业绩数据与展望,结果却令投资者颇为失望。公司股价在收盘后一度暴跌超5%,引发市场对其前景的持续忧虑。
数据显示,恩智浦第三季度营收同比下滑5.4%至32.5亿美元,大致符合预期。但更令人忧心的是公司对第四季度销售情况的悲观展望:预计营收将落在30亿至32亿美元区间,中位数仅31亿美元。这相较于分析师平均预期 33.6亿美元的水平,明显偏低了约8%。
恩智浦疲软的业绩表现与预期主要源自于其主要服务的汽车芯片领域持续低迷。公司表示,面临着工业与物联网市场日益严重的宏观疲软,这反映在欧洲和美洲地区尤为明显。由于电动汽车需求乏力、政府补贴退出导致消费者信心不足等因素,汽车芯片需求持续疲软。与此同时,AI芯片等新兴领域却保持着强劲需求,令资金持续集中在聚焦AI的企业,而恩智浦等公司则受到冷落。
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