电子行业:意法半导体24Q3跟踪报告:中国市场MCU份额下降 25年价格和渠道库存指引谨慎

招商证券股份有...
04 Nov 2024

事件:意法半导体(STM)近日发布2024Q3 财报,24Q3 单季营收32.5 亿美元,同比-26.6%/环比+0.6%,毛利率为37.8%,同比-9.8pcts/环比-2.3pcts。综合财报及交流会议信息,总结要点如下:评论:1、24Q3 营收符合预期/毛利率同环比下降,库存水位同比基本持平。意法半导体24Q2 营收32.5 亿美元,同比-26.6%/环比+0.6%,符合此前指引中值(32 ...

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