汽车和工业终端市场驱动增长，贡献80%的收入
2023年8月1日—安森美(onsemi，美国纳斯达克股票代号：ON)公布其2023财年第2季度业绩，亮点如下：
第2季度收入20.944亿美元，与去年同期持平
第2季度公认会计原则(以下简称“GAAP”)和非GAAP的毛利率为47.4%
GAAP营业利润率和非GAAP营业利润率分别为32.2%和32.8%
GAAP每股摊薄收益为1.29美元，非GAAP每股摊薄收益为1.33美元，与去年同期的1.34 美元相比基本持平
汽车业务收入超10亿美元，同比增长35%，创历史新高
工业业务收入6.093亿美元，同比增长5%
碳化硅收入同比增长近4倍
安森美总裁兼首席执行官(CEO) Hassane El-Khoury说：“在汽车和工业市场增长的推动下，安森美在本季度再创佳绩，收入和每股收益均超预期。这也验证了我们的卓越运营和制胜之道，能在疲软的宏观经济环境下保持亮眼的财务业绩。我们的棕地扩产让我们能应对快速增长的电气化和可再生能源需求，赢得碳化硅领域的份额。”
* Diluted shares outstanding can vary as a result of, among other things, the actual exercise of options or vesting of restricted stock units, the incremental dilutive shares from the convertible senior subordinated notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $20.72 for the 1.625% Notes, $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 1.625% Notes, the 0% Notes, and the 0.50% Notes, respectively. At an average stock price per share between $20.72 and $30.70 for the 1.625% Notes, $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78 for the 0.50% Notes, the hedging activity offsets the potentially dilutive effect of the 1.625% Notes, the 0% Notes, and the 0.50% Notes, respectively. In periods when the quarterly average stock price exceeds $30.70 for the 1.625% Notes, $74.34 for the 0% Notes, and $156.78 for the 0.50% Notes, the dilutive impact of the warrants issued concurrently with such notes are included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.
** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.
*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.
电话会议
安森美已于美国东部时间（ET）2023年7月31日上午9时为金融界举行电话会议，讨论此次的发布及安森美2023年第2季度及全年业绩。英语电话会议已在公司网站http://www.onsemi.cn的“投资者关系”网页作实时广播。实时网上广播大约1小时后在该网站回放，为时30天。
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