Earnings Call Summary | Silicon Motion Technology(SIMO.US) Q4 2023 Earnings Conference
Earnings Call Summary | Silicon Motion Technology(SIMO.US) Q4 2023 Earnings Conference
The following is a summary of the Silicon Motion Technology Corporation (SIMO) Q4 2023 Earnings Call Transcript:
以下是硅動科技公司（SIMO）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Silicon Motion reported Q4 sales growth of 17% sequentially at $202 million.
SSD controller sales increased between 15% and 20% while eMMC and UFS controller sales grew between 25% and 30% sequentially.
Gross margins for Q4 increased to 44.1%, reflecting better sales mix and higher average selling prices.
Operating expenses for Q4 were $61.5 million, $12 million higher than the previous quarter due to higher research and development expenses.
The effective tax rate was 2.3%, a decrease from the 22.8% tax rate in Q3 due to a tax reversal.
Earnings per ADS were $0.93, a 48% increase sequentially.
Silicon Motion報告稱，第四季度銷售額連續增長17％，達到2.02億美元。
固態硬盤控制器的銷量增長了15％至20％，而eMMC和UFS控制器的銷售額連續增長了25％至30％。
第四季度的毛利率增至44.1％，反映了更好的銷售組合和平均銷售價格的上漲。
由於研發費用增加，第四季度的運營支出爲6,150萬美元，比上一季度增加了1200萬美元。
由於稅收逆轉，有效稅率爲2.3％，低於第三季度的22.8％。
每則廣告的收益爲0.93美元，環比增長48％。
Business Progress:
業務進展：
The company made strong progress with flash-maker customers, expecting revenue from this customer base to grow about 50% in 2024.
They plan to tape out two 6-nanometer controllers in 2024 to maintain their technology leadership.
Organizational changes led to the formation of two new business units - client and automotive storage (CAS) and enterprise storage and display interface solution (SDI Group).
The company expects NAND flash prices to increase into 2025 due to disciplined production and output by manufacturers.
The strong relationship with flash makers resulted in a strong backlog of new wins across all product groups for faster growth and robust long-term prospects.
該公司在閃存製造商客戶方面取得了長足的進步，預計該客戶群的收入將在2024年增長約50％。
他們計劃在2024年用膠帶生產兩臺6納米控制器，以保持其技術領先地位。
組織變革導致成立了兩個新的業務部門——客戶端和汽車存儲 (CAS) 和企業存儲和顯示接口解決方案 (SDI Group)。
該公司預計，由於製造商嚴格的生產和產量，NAND閃存價格將上漲到2025年。
與閃存製造商的牢固關係使所有產品組都有大量新產品積壓，以實現更快的增長和良好的長期前景。
More details: Silicon Motion Technology IR
更多詳情： 硅運動技術 IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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