恩智浦Q1营收同比下滑9%，意外宣布更换CEO，美股盘后暴跌超过7%

Core Viewpoint - NXP Semiconductors announced a CEO change amid declining demand and tariff threats, leading to a significant drop in stock price after cautious financial forecasts were released [1][4]. Group 1: CEO Change and Stock Impact - Current CEO Kurt Sievers will retire later this year, with Rafael Sotomayor taking over as CEO on October 28 [1]. - The announcement coincided with quarterly earnings, resulting in a post-market stock drop of over 7% after a slight increase of 1.39% at market close [1]. Group 2: Financial Performance - Q1 revenue decreased by 9% year-over-year to $2.84 billion, slightly above the expected $2.83 billion [7]. - Adjusted earnings per share were $2.64, exceeding the expected $2.58 [7]. - Net profit fell to $490 million, down 23% from $639 million in the same quarter last year [7]. - Automotive sales were disappointing, totaling $1.67 billion, below analyst expectations of $1.69 billion [7]. Group 3: Industry Challenges - NXP, along with competitors like STMicroelectronics and Infineon Technologies, is struggling with weak demand for mature chips used in electric vehicles and smartphones [4]. - Customers are still working through semiconductor inventory accumulated during the COVID-19 pandemic, and potential tariffs could create further instability in the industry [5]. - Analysts predict significant risks for European chip manufacturers, including NXP, due to potential tariffs that could turn global semiconductor market growth negative by 2025 [8]. Group 4: Future Outlook and Strategic Moves - Despite the challenges, NXP remains cautiously optimistic about navigating market difficulties [8]. - The company continues to invest in acquisitions, including a $625 million deal for TTTech Auto to enhance software-defined vehicle solutions and a $307 million acquisition of AI application processor developer Kinara [9].