Nexperia reports resilient annual performance and positive outlook amid market headwinds

Amid persistent macroeconomic uncertainty and cyclical market softness, discrete device designer and manufacturer Nexperia of Nijmegen, the Netherlands (which operates wafer fabs in Hamburg, Germany, and Hazel Grove Manchester, UK) says that in fiscal year 2024 it demonstrated resilience, achieving stable revenues and maintaining profitability through a strong focus on execution and a commitment to innovation.在宏观经济持续不确定性和周期性市场疲软的背景下，位于荷兰奈梅亨的分立器件设计与制造商安世半导体（Nexperia，在德国汉堡和英国曼彻斯特黑兹尔格罗夫运营着晶圆厂）表示，在2024财年，公司展现出韧性，通过高度专注于执行和坚持创新，实现了收入稳定并保持盈利。

Revenue was $2.06bn. Market share, in the firm’s defined markets, increased from 8.9% in 2023 to 9.7% in 2024. Net income surpassed Q1/2024 by +$32m (excluding the sale of Newport Wafer Fab).收入为20.6亿美元。在该公司定义的市场中，市场份额从2023年的8.9%增长至2024年的9.7%。净利润比2024年第一季度增加3200万美元（不包括纽波特晶圆厂的出售）。

Nexperia says that during the fiscal year it celebrated key milestones that underscore its commitment to technological innovation and long-term growth. Most notably, it marked the 100th anniversary of its Hamburg site in Germany — a historic hub of engineering excellence — where it made substantial investments in next-generation manufacturing capabilities, specifically in silicon carbide (SiC) and gallium nitride (GaN) technologies.安世半导体表示，在本财年，公司迎来了多个重要里程碑，彰显了其对技术创新和长期增长的承诺。其中最引人注目的是，公司庆祝了德国汉堡工厂成立100周年，汉堡工厂作为卓越工程的历史中心，公司在下一代制造能力方面进行了大量投资，特别是在碳化硅（SiC）和氮化镓（GaN）技术领域。

As part of its long-term strategy, Nexperia also continues to increase its R&D spending, which grew by 6.2% in 2024, underscoring its focus on advancing high-performance semiconductors for automotive, industrial and energy-efficient applications. This investment supports innovation in wide-bandgap technologies such as SiC and GaN, as well as upgrading and expanding the firm’s product portfolio in power discretes, modules, analog and power ICs.作为其长期战略的一部分，安世半导体还在持续增加研发投入，2024年研发支出增长了6.2%，这凸显了该公司致力于推进应用于汽车、工业和节能领域的高性能半导体的决心。这项投资将推动诸如碳化硅（SiC）和氮化镓（GaN）等宽带隙技术的创新，同时提升和扩大公司在功率分立器件、模块、模拟及电源集成电路领域的产品组合。

In a year of transition and transformation, strategic changes in fiscal 2024 included the realignment of business groups to sharpen focus on innovation and value creation, as well as the addition of new executive leadership to guide the next phase of development.在这充满过渡与变革的一年里，2024 年的财政战略调整包括重新整合业务集团，以更加聚焦于创新和价值创造，同时还引入了新的高管领导团队，引领下一阶段的发展。

For fiscal 2025, Nexperia maintains a positive outlook, supported by improving gross margin and cash flow. These positive trends, already evident in Q4/2024 and continuing into Q1/2025, reflect early signs of recovery and renewed operational momentum, adds the firm.对于2025财年，安世半导体（Nexperia）维持积极的前景展望，这得益于毛利率和现金流的改善。该公司补充称，这些积极趋势在2024年第四季度已经显现，并延续至2025年第一季度，反映出复苏的早期迹象和新的运营动力。

Guidance for the next year acknowledges that the market will continue to present challenges, but Nexperia expects to maintain financial momentum, amplified by ongoing improvements in operational efficiency and a strong position in the automotive sector. Given the essential role of semiconductors in the global megatrends of electrification, digitalization, automation and the green energy transition, Nexperia reckons that it is well positioned to capitalize on long-term demand. For example, driven by the exponential growth of artificial intelligence applications across industries, demand for semiconductors in AI servers is surging. Nexperia therefore sees opportunities in servers, smartphones, computers and industrial automation. 明年的发展指引承认，市场将继续带来挑战，但安世半导体预计将保持财务增长势头，运营效率的持续提升以及在汽车领域的强大地位将进一步增强这一势头。鉴于半导体在电气化、数字化、自动化和绿色能源转型等全球大趋势中发挥着关键作用，安世半导体认为自身具备充分优势，能够从长期需求中获益。例如，受各行业人工智能应用呈指数级增长的推动，人工智能服务器对半导体的需求正在激增。因此，安世半导体在服务器、智能手机、计算机和工业自动化领域看到了机遇。

“Shifts in global demand, particularly in the electronics and automotive sectors, will have a greater impact than any direct regulatory measures,” believes chief technology officer Stefan Tilger. “As customers reevaluate their production strategies, a flexible response will be essential. While trade dynamics and pricing pressure continue to influence the industry, Nexperia benefits from a robust global infrastructure and experienced teams that consistently deliver with reliability, agility and a focus on innovation. Being externally debt free further strengthens our resilience and ability to invest strategically,” he adds.首席技术官斯特凡·蒂尔格（Stefan Tilger）认为：“全球需求的变化，尤其是电子和汽车行业的需求变化，将比任何直接的监管措施产生更大的影响。随着客户重新评估其生产战略，灵活应对至关重要。尽管贸易动态和价格压力继续影响着行业，但安世半导体得益于强大的全球基础设施和经验丰富的团队，始终如一地可靠、敏捷地交付产品，并专注于创新。我们无外债，这进一步增强了我们的韧性和战略投资能力。”他补充道。

“Our technology powers the systems that drive energy efficiency, electrification and smarter infrastructure across industries,” notes chairman & CEO Zhang Xuezheng (Wing). “As global demand for sustainable solutions continues to grow, our business is uniquely positioned to deliver the innovation, scale and reliability needed to support this transformation,” he adds. “We are encouraged by recent positive developments and remain focused on long-term value creation.”董事长兼首席执行官张学政（Wing）指出：“我们的技术为推动各行业能源效率、电气化和智能基础设施发展的系统提供动力。随着全球对可持续解决方案的需求持续增长，我们的业务在提供支持这一转型所需的创新、规模和可靠性方面具有独特优势。”他补充道，“近期的积极进展让我们备受鼓舞，我们将继续专注于长期价值创造。”

Nexperia says it is also committed toward its sustainability goals, ensuring that responsible business practices remain central to its strategy. The firm aims to be carbon neutral for Scope 1 and 2 emissions by 2035.安世半导体表示，其也致力于实现可持续发展目标，确保负责任的商业实践始终是其战略的核心。该公司的目标是到2035年实现范围1和范围2的碳排放碳中和。