NXP Semiconductors N.V. (NXPI) is leaving no stone unturned to capitalize on growth opportunities present in the electric vehicles (EV) market, which, per a Statista report, is expected to hit $623.3 billion in 2024 and reach $906.7 billion by 2028, indicating a CAGR of 9.8% between 2024 and 2028. In this regard, the company recently collaborated with an e-mobility company, ZF Friedrichshafen AG, to develop Silicon Carbide (SiC)-based traction inverter solutions for EVs. The collaboration aims to create mor ...

HSINCHU, Taiwan and EINDHOVEN, The Netherlands, June 05, 2024 (GLOBE NEWSWIRE) -- Vanguard International Semiconductor Corporation ("VIS", TPEx 5347) and NXP Semiconductors N.V. (("NXP", NASDAQ:NXPI) today announce the plan to create a manufacturing joint-venture VisionPower Semiconductor Manufacturing Company Pte Ltd ("VSMC") which will build a new 300mm semiconductor wafer manufacturing facility in Singapore. The joint-venture fab will support 130nm to 40nm mixed-signal, power management and analog produc ...

NXP's high-voltage isolated gate driver family is integrated into ZF's next-generation 800-V SiC-based traction inverter solutions for EVsThe collaboration aims at improving safety, efficiency, range and performance of EVsThe GD316x product family implements a number of features to both protect and unleash the benefits of high-voltage SiC power switches EINDHOVEN, The Netherlands, June 04, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) today announced a collaboration with ZF Friedrichshafen ...

NXP, eleQtron and ParityQC present the first full-stack, ion-trap based quantum computer demonstrator made entirely in GermanyIt was commissioned by the DLR Quantum Computing Initiative (DLR QCI) to expand the quantum expertise of its partners from research and industryDLR will make the demonstrator accessible to industry players and academia to strengthen the quantum ecosystem and boost knowledge around quantum computing HAMBURG, Germany, May 30, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXP ...

Key Points Industry/Company - **Company**: NXP Semiconductors N.V. (NASDAQ:NXPI) - **Industry**: Semiconductor, Automotive, Communication Infrastructure Core Points and Arguments - **Handling the Cycle**: NXP managed the cycle with stability by maintaining lean channel inventory and working with direct customers to manage inventory levels. - **Growth Confidence**: Confidence in second half growth comes from direct customer digestion processes, company-specific ramps, and improved distribution trends in China. - **Channel Refill**: Channel refill will be methodical, starting at 1.7 months in Q2 and potentially increasing in Q3 and Q4, but not reaching 2.5 months in 2024. - **Inventory Management**: Inventory levels are expected to remain around 144 days of inventory on the balance sheet, with a focus on maintaining low inventory levels and high inventory turnover. - **Software-Defined Vehicle**: NXP is excited about the software-defined vehicle trend, with a focus on S32 core ride family and its compatibility across various processing levels. - **Content Expansion**: NXP's content expansion in the software-defined vehicle includes radar, electrification, and S32 family products. - **Competitive Environment**: NXP sees Renesas as the primary competitor in the S32 family, with Infineon and ST focusing on zonal players. Microchip and TI are not considered direct competitors. - **China Market**: NXP is working with local fabs and partners to ensure a secure supply chain in China, while maintaining a competitive cost structure. - **Gross Margins**: Gross margins are expected to remain at the high end of the current model, with tailwinds from distribution channel refill, improved utilization rates, and expansion into mass market distribution. - **Pricing**: Pricing is expected to remain neutral in 2024, with potential for low single-digit annual price declines in 2025 and beyond. - **Capital Allocation**: Capital allocation strategy focuses on returning excess free cash flow to shareholders through dividends and share buybacks. Other Important Points - **Direct Customer Relationships**: NXP is working closely with OEMs and engineers to develop software-defined vehicle solutions. - **R&D Resources**: NXP is investing in software engineers and computer science engineers to support the software-defined vehicle trend. - **Manufacturing**: NXP is exploring joint ventures and partnerships for external manufacturing, with a focus on maintaining a competitive cost structure. - **IP Protection**: NXP is taking steps to protect intellectual property during manufacturing in China, including working with trusted fabs and partners.

It has been about a month since the last earnings report for NXP Semiconductors (NXPI) . Shares have added about 9.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is NXP due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. NXP Semiconductors Q1 Earnings Beat EstimatesN ...

会议纪 要 证 券研究 报 告 电子 2024年 05月16日 会议时间：2024年5月2日 NXP Semiconductors（NXPI）FY2024Q1 业绩点评及法说会纪要 会议地点：线上 业绩符合预期，复苏稳步推进   事项： 华创证券研究所 2024年4月30日NXP Semiconductors发布2024年Q1季度报告，并召开业绩 说明会。 证券分析师：耿琛 公司FY2024Q1 截至 2024年3月31日，实现营业收入31.26亿美元，同比上 电话：0755-82755859 涨0.16%，环比下滑8.65%，处于指引中值，市场一致预期为31.26亿美元。 邮箱：gengchen@hcyjs.com 执业编号：S0360517100004  评论： 证券分析师：岳阳 1. 业绩总览： 2024Q1 公司实现营业收入 31.26 亿美元（YoY+0.16%，QoQ- 邮箱：yueyang@hcyjs.com 8.65%），处于指引中值，主要系移动、汽车、通信和其他终端市场的收入趋 执业编号：S0360521120002 势均符合预期，工业和物联网市场需求改善，但低于公司长期预期。中国地 ...

NXP Semiconductors (NXPI) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this chipmaker have returned +19.9% over the past month versus the Zacks S&P 500 composite's +5% change. The Zacks Semiconductor - Analog and Mixed industry, to which NXP belongs, has gained 13.9% over this period. Now the key question is: Where could the stock be headed in the near ...

NXP Semiconductors N.V. (NXPI) delivered first-quarter 2024 non-GAAP earnings of $3.24 per share, which outpaced the Zacks Consensus Estimate by 1.9%. The figure increased 1.6% year over year.Revenues of $3.13 billion missed the Zacks Consensus Estimate by 0.02%. The figure rose 0.2% from the year-ago level.Strong momentum across the Industrial & IoT, and Mobile end markets contributed well.NXPI has gained 10.9% in the year-to-date period, outperforming the industry’s growth of 3%.However, the company witne ...

Key PointsNXP Semiconductors struggled in Q1, but results and guidance suggest that its soft-landing approach works.Analysts are leading the market to new highs, which may be reached soon. Cash flow and capital returns aid the outlook for higher share prices. 5 stocks we like better than NXP SemiconductorsNXP Semiconductors NASDAQ: NXPI is trending higher and on track to hit the $300 level. The company’s diversified business, position in the industrial chip market, and pivot back to growth are why. It will ...