11/26/2024, 12:23 PM UTC
意法半导体:固定合同导致MCU销售额暴跌STMicroelectronics: Fixed Contracts Lead to Dramatic Decline in MCU Sales
<p>➀ 意法半导体表示,由于2022年和2023年使用了不可取消和不可重新安排的销售合同,导致客户微控制器(MCU)库存增加,进而导致2024年MCU销售额大幅下降。</p><p>➁ 2024年前9个月,ST的MCU销售额约为25.8亿美元,而2023年前9个月为44亿美元,下降41.3%。</p><p>➂ 首席执行官Jean-Marc Chery强调,2025年将是公司迈向2026年和2027年更好时代的过渡之年,预计库存调整将持续至2025年上半年。</p><p>➀ STMicroelectronics reported a significant decline in MCU sales in 2024 due to non-cancellable and non-rearrangeable sales contracts used in 2022 and 2023, leading to increased customer inventory and subsequent drop in 2024 sales.</p><p>➁ The company's MCU sales for the first nine months of 2024 were approximately $2.58 billion, down 41.3% from $4.4 billion in the same period of 2023.</p><p>➂ CEO Jean-Marc Chery emphasized that 2025 will be a transitional year for the company to move towards better times in 2026 and 2027, with inventory adjustments expected to last at least until the first half of 2025.</p>
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