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|2024 05 08 FY24H2 SiC 50%FY24Q2 TMT/5 7 FY24Q2 36.3-11.9%/-1.9%38.6%-8pcts/-4.6pcts 1 FY24Q2/DOI 178 FY24Q2 36.3-11.9%/-1.9%36 38.6%-8pcts/-4.6pcts 19%FY24Q2 185 178 240 12 2 GIP/PSS 1 ATV FY24Q2 27.08 2 GIP FY24Q2 4%4.69 3 PSS 7%7.3 FY2022Q2 40%4 CSS FY24Q2 3.71 3 FY24 151 FY24Q3 1 FY24 151 4 160 2 FY24Q3 5%38 3 ATV MCU ATV GIP low teens PSS high teens CSS low twenties PSS 4 FY24 SiC 20%1 Weastern OEMs 2 SiC FY2024 20%50%7.5 50%45%5%PSS 3 2024%493 9.7 6961.3 8.8 5718.8 8.1%1m 6m 12m-2.0-19.1-14.5-4.5-20.2-5.6 1 FY24Q1 FY24 24H1 2024-02-08 2 FY23Q4 FY24H2 SiC 50%2023-11-16 3 FY23Q3 2023-08-04 S1090511060002-40-30-20-1001020May/23 Aug/23 Dec/23 Apr/24(%)电子 沪深300 FY24 SiC 2 1 2 3 FY24Q2 4 ATV 5 ATV 050100150FY16 FY17 FY18 FY19 FY20 FY21 FY22营收0%10%20%30%40%50%051015202530354045Q2FY21Q3FY21Q4FY21Q1FY22Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24营收 毛利率63%11%17%9%Automotive(ATV)Green Industrial PowerControl(GIP)Power&Sensor Systems(PSS)Connected Secure Systems(CSS)WUEVuNrMtQqRpRmPtOsNpO9PcM7NsQqQoMmQkPpPsPeRrRwPaQoOuMvPqMqQwMqQyQ 3 6 GIP 7 GIP 8 PSS 9 PSS 10 CSS 11 CSS 4 12 FY24Q3 FY2024 FY24Q2 xnxndt0RM4TLy5H1ecuMF5KvZxvDHl7CnYBIQwX/6MNC7B7GRLn08RrB3dlyEj/x 5 FY24Q2 2024 5 7 Alexander Foltin-Jochen Hanebeck-CEO Sven Schneider CFO Andreas Urschitz-CMO FY24Q2 2024 2024 3C()FY24Q2 FY24Q2 36.3 7 19%109 108 240 12 ATV FY24Q2 27.08 5.12 24.6%27.1%Tech Insights 2023 16.5%26.2%automotive power 15.4%25%300 new designs 6 design win 2024 9000 2023 XCV 39%32%SU7 800V 60 Aurex Traveo PSOC MCU SU7 2025 2025 XEV Aurx AZLD GIP FY24Q2 4%4.69 8.9 26.7%19%2024 2024 500GW 100GW 24%18%MOSFET 2650V 1.2KW 20%Coulomb 200mm Austrian 2024 20%7 PSS 7%7.3 MOSFET 6400 12.9%PSS consumer computing communications FY2022Q2 40%CPU DCDC 10 CSS FY24Q2 3.71 WiFi CSS 4200 11.3%PSOC Edge PSOC Edge PSA FY24Q2 FY24Q2 38.6%43.2%41.1%44.9%5.12 4.87 3.95 3.75 4500 8 2.11 FY24Q2 financial result-1200+2500 Cypress 9300 19%1.34 28%20%25%Capex FY24Q2 6.43 4.67 4.56 8200-16 GaN Systems FY24Q2 185 178 4.56 23.3 7 5 BBB+26 59 1.2 33 0.7 FY24Q2 7.5%FY2024 FY24Q2 2024 ATV MCU XCV ATV GIP low teens PSS high teens CSS low twenties FY2024 151 4 9 8 9 7 2024 low forties after low to mid forties 2024 20%1.5 430 25%ATV 25%-28%GIP PSS CSS 28 29 19 4 Cyprus GaN Systems Dresden Coulomb 16 18 11%2 FY24Q3 FY24Q3 5%38 FY2024Q3 1.10 FY2024Q3 high teens Step up Step up 2023 2025 2027 Step up 2022 11 FY2024Q2 2024 10 Step up Q&A Q A Step up AI powering AI Q MCU A OEMs OEMs Tier 1 MC OEMs Tier 1 BEV BEV Q step up 5 A 5 10 SEK Q 24Q2 Q1 A 7 11 9 8 40%60%Q3 Q MCU A MCU 65 40nm Auryx Travillo Q PSS CSS A 20%50%45%5%PSS 20%Coulomb Q OEMs A MCU Q A 8 60%Q3 FY25 430 12 Q FY25 A 12 FY25 Q 5 A FY25 step up FY27 H1 Target operating model step up 22 11 Target operating model 3C high-teens 20%Step up step up Q OEMs OEMs Tier 1 OEMs Tier 1 A 9000 IGBT OEMs Tier 1 24Q1 Q design-wins CPU 25 A GPU AC DC-DC POL GPU 3-5 DC-DC H100/H800 GPU CPU POL TCO 87%90-93%13 Q GPU A wide band gap Q FY25 A DIOs DIO 2025 120 Q A Tier 1s auto OEMs AI Q IGBT IGBT A 14 Q 60%AI design win A design win MOSFET MOSFET AI 15 6-12 A 300 500 20%5-20%5%5%
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