1. 1.STThe net profit declined over 60 %, and the revenue of the fourth quarter continued to decline

DeedsemiconductorAnnounce the third quarter of 2024Financial report, Revenue of US $ 3.25 billion, a year -on -year decrease of 26.6%; gross profit margin of 37.8%, a year -on -year decrease of 9.8 percentage points; net profit of US $ 353 million, a year -on -year decrease of 67.8%.MCU business revenue was US $ 829 million, a year -on -year decrease of 43.4%.

source:ST

STPresident and CEO Jean-MARC Chery said that in the third quarter, revenue conforms to the median value. Compared with expected, personal electronic products have higher income and the industrial field has a small decline.carThe field income is low.The net income of the first nine months fell by 23.5%year -on -year, and all reportable business departments decreased, especially the MCU business.

STLooking forward to the annual revenue of 2024, about US $ 13.27 billion, a year -on -year decrease of 23.2%, which was located in the expected range of the previous quarter.The decline in revenue from the fourth quarter of 2024 to the first quarter of 2025 will be much higher than the normal seasonal fluctuations.

2. The overall adjustment of the Siri MCU team, or because of the excessive roll

According to relevant reports of Kuaishi Technology, domestic simulation IC listed companies 3PEAK recently dissolved its MCU team.About 80 employees are expected to be affected, and some of them are members of the MCU R & D team of the Chinese MCU R & D team that are abolished in Texas in 2022.

It is reported that the entire department of MCU has adjusted the entire department, including DE, AE, PM, and related positions. Most of them have conducted internal transfer. They are transferred to product lines such as signal chains and PMS according to the direction. Most of the other positions in AE and PM have flowed out.

Some people in the MCU industry believe that Siru's dissolution of the MCU team may be mainly because the MCU market is excessively rolled, and there is no hope of profitability.It is understood that Siruipu invested 200 million yuan to enter the MCU field in 2021, hoping to integrate high -performance simulation hybrid signal technology and develop MCUs that surpass similar products at home and abroad, but almost no revenue was achieved.

3..RisaRevenue decreased by 10 % to 345 billion yen year -on -year

RisaAnnounced the third quarter of 2024Financial reportRevenue decreased by 9.7%year-on-year to 345 billion yen; gross profit margin was 55.9%, a year-on-year decrease of 2.1 percentage points; net profit of 86 billion yen, a decrease of -20.6%year-on-year.

RisaSeasonalcarBusiness revenue was 185.5 billion yen, a year -on -year increase of+10.3%; Industrial/Infrastructure/Internet of ThingsBusiness revenue was 158.2 billion yen, a year -on -year decrease of 24.3%.

RisaLooking forward to the fourth quarter revenue of 278.5 billion yen, 7.5 billion yen floating up and down, the contract ratio decreased by 23.1%, and 2.1 percentage points floated up and down; looking forward to the annual revenue of 1.33 trillion yen. It decreased by 9.2%last year, floating up and down 0.5 percentage points.

4. In the third quarter of UMC's third -quarter revenue increased by 6%year -on -year, wafer shipments rose

According to the IT home news, the WALD announced the third quarter of the operation report of the 2024 -quarter operation report, achieving a revenue of NT $ 60.49 billion, an increase of 6.5%month -on -month and a year -on -year increase of 6.0%.The gross profit margin was 33.8%, and the net profit attributable to the parent company was NT $ 14.47 billion.

In the third quarter of UMC, the shipment of wafers increased by 7.8%month -on -month, the capacity utilization rate of wafers reached 71%, 22/28nm contributed 35%of the overall revenue, and the overall revenue contributed 53.1%of the special process.

Wang Shi, the common manager of UMC, said that seeing the demand of each end of the terminal market is gradually stable, and the inventory water level shows a significant decline.LinkSingaporeThe expansion of the new plant is about to be completed, andIntelThe cooperation is also carried out in accordance with the plan.

5. Huirong's revenue and profits have increased significantly year -on -year, and the expected decline in the fourth quarter

Huirong, the main control factory of the flash memory, announced the third quarter performance, with revenue increased by 23%year -on -year to US $ 212 million; the gross profit margin was 46.7%, a year -on -year increase of 4.3 percentage points; operating profit was 20.84 million US dollars, an increase of 63.3%year -on -year.

In the third quarter of Huirong, the sales of SSD controllers were flat month -on -month, an increase of 20%to 25%year -on -year; the sales of EMMC+UFS controllers increased by 0%to%month -on -month and 40%to 45%year -on -year; 10%, a year -on -year increase of 5%to 10%.

Huirong's outlook for revenue in the fourth quarter of $ 1.91 to $ 202 million, a decrease of 10%to 5%month -on -month, a decrease of 6%to 0%year -on -year, and expected to be 46.3%to 47.4%.

6.Canalys: Global Intelligence in the third quartercell phoneShipping increased by 5% year -on -year

According to the Science and Technology Board Daily, Canalys released global intelligence in the third quarter of 2024cell phoneThe year -on -year increased by 5%reached 309.9 billion units, which was the third quarter of the most powerful performance since 2021.

SamsungHe ranked first with 57.5 million shipments.appleThe shipping volume set a historical record of 54.5 million units, ranking second.Millet Running for 42.8 million shipments and 14%of the market share ranked third.OPPO and vivo ranked fourth and fifth with 28.6 million and 27.2 million units, respectively.

7. NXP will adopt Gello Fangde 22FDX process optimization car core and other products

NXP (NXP) and the wafer foundry Gra Fangde announced on the 23rd that they will use the latter 22FDX process optimization of the power consumption, performance and listing time of NXP solutions.Grid 22FDXchipIt will be manufactured in Dresden and Malta in New York to provide NXP customers with geographically diversified supply.

22FDX is designed for marginal intelligence, optimizing energy management, which is 50%higher than the performance of other CMOS technology, and the power consumption is reduced by 70%.22FDX guarantees at extremescarThere is excellent reliability under conditions.As part of the core Autopro solution, the 22FDX platform includes an advanced high -temperature resistance capacity of up to 150 degrees temperature, which is essential for ensuring the long -term durability and safety of the vehicle electronic system.