In the company's 2022 3Q (July-September) financial results, sales were 5.57 billion dollars, up 29% from the same period last year, and non-GAAP adjusted EPS fell 8% to 0.67 dollars. Both sales and EPS fell slightly below market expectations. In terms of sales, the data center division saw a 45% increase in sales (1.61 billion dollars), and while EPYC processors were doing well, it looks like the US market compensated for the decline in CPU demand for China. In the gaming division, sales increased 14% to 1.63 billion dollars, and chipsets for PS5 and the new Xbox performed well against the backdrop of special demand during the year-end sales season, covering the slump in PC GPUs. In the embedded (embedded semiconductor) division, sales increased 16.5 times to 1.3 billion dollars, and the Xilinx business acquisition contributed greatly. Meanwhile, the client division, which was the main force, fell 40% to 1.02 billion dollars, and the decline in shipments of CPUs for personal computers had a big impact.
In terms of profit and loss, the embedded division's operating profit was 635 million dollars, a major breakthrough from 23 million dollars in the same period last year. Data center operating profit increased 64% to 500 million dollars. The client division lost $26 million in operating income ($490 million in operating profit for the same period last year). game...

For the company's 4Q (October-December) financial results for the fiscal year ending 2022/12, sales were the previous year24.32 billion, up 37% from the same perioddollars. Non-GAAP'sAdjusted EPS increased 40% to $1.19. Both sales and adjusted EPS exceeded market expectations.EV shipments increased 31% from the same periodIn addition to (405,278 units), the main EV division increased sales by 33% (21.31 billion dollars) in response to an increase in ASP (average sales unit price) and deferred revenue of 320 million dollars for driver assistance systems, etc. Meanwhile, exchange losses of 1.4 billion dollars resonated, and the gross margin ratio of the EV sector fell 466 bp points to 25.9%, falling to the lowest level in the last 5 quarters. Cost increases were absorbed by sales price increases, and the operating margin increased by 129 bp points to 16.0%. Free cash flow decreased 49% to 1.42 billion dollars. At the end of the fourth quarter, the company's cash equivalent was $22.19 billion.
Regarding the full-year forecast for 2023, at the beginning of 2021, while the company indicated a policy that the number of EVs manufactured would increase by an average of 50% per year over a long period of time, the number of EVs manufactured for the full year 23 was 1.8 million units or more, a 31% increase from the previous year. The view was that even if the pace of production temporarily fell, it could be recovered later. new...

Ahead of the 4Q 2022 earnings announcement, the company disclosed the EV production and delivery numbers for the full year 2022 and the 4Q 2022. The EV production and delivery numbers for 4Q 2022 were 439,701 units, an increase of 44% compared to the same period last year, and 405,278 units, an increase of 31% compared to the same period last year. The EV production and delivery numbers for the full year 2022 were 1,369,611 units, an increase of 47% compared to the previous year, and 1,313,851 units, an increase of 40% compared to the previous year.
In the 4Q 2021 earnings announcement, the company's guidance for the full year 2022 stated that the EV delivery numbers were expected to increase by over 50% compared to the previous year. However, during the 3Q 2022 earnings announcement in October, the company's management indicated a downward revision in the growth rate of the full year 2022 delivery numbers, which would be less than 50% compared to the previous year. At the same time, the production numbers for the full year 2022 were expected to maintain a 50% increase. As a result, both the EV production and delivery numbers for 2022 were below the company's plan.
The company's first large-scale EV truck, the Semi, was delivered to PepsiCo in the US on December 1st of last year. During the 3Q 2022 earnings announcement, CEO Musk stated that they are aiming to achieve sales of 0.05 million Semi trucks in North America by 2024.

Global EV sales trends and forecasts for '22
According to the summary of the research company MarkLines, the number of electric vehicles (EVs) sold in 22 in 11 major countries+3 Scandinavian countries, which combines battery electric vehicles (BEVs), plug-in hybrid vehicles (PHEVs), and fuel cell vehicles (FCVs), was 9.731 million units, up 64% from the previous year. It is said that the ratio of 14 countries to global EV sales will be about 90%. Of these, the number of new EVs sold in China in '22 was 6.887 million units, a 93% increase from the previous year, and it is calculated that 7 out of 10 EVs sold in 14 countries will be sold in China.
Above all, the increase in the share of EV sales in new car sales in 14 countries is remarkable. Looking at the sales share of EVs in new car sales on a monthly basis, what was 7.8% as of 20/12 and 15.0% as of 21/12 rose to 22.5% as of 22/12. Looking at an annual pace, the EV sales share of the 14 countries that accounted for new car sales in '22 was 16.6%, up 6.3% from the previous year.
Under such circumstances, according to the research company LMC Automotive, the sales share of BEVs in global new car sales in '22 is Europe...

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