Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : L’automobile reste très solide, mais le dollar est moins favorable qu’au moment de la fixation des guidances 2023

>Vers des résultats T1 23 globalement conformes aux prévisions - Infineon publiera ses résultats T1 23 (T4 22 calendaire) jeudi (2/02) avant l’ouverture. Nous tablons sur des résultats globalement en ligne avec les guidances (CA de 4 Md€ et MOP de 25%) et le consensus (CA de 4 Md€ et MOP de 24,5%). Le CA devrait avoir été tiré à la hausse par l’automobile +2.5% qoq (+42.6% yoy), mais à la baisse par IPC (Industrial Power control) à -11% qoq (+26% yoy) et PSS (Power an...
Underlying
INFINEON TECHNOLOGIES AG

Infineon Technologies is a semiconductor manufacturing company. The Automotive segment designs, develops, manufactures and markets semiconductors for use in automotive applications. The Industrial Power Control segment designs, develops, manufactures and markets semiconductors for the generation, transmission and economy in the use of electrical energy. The Power Management & Multimarket segment designs, develops, manufactures and markets semiconductors for power supplies, mobile devices and mobile phone network infrastructures. The Chip Card & Security segment designs, develops, manufactures and markets semiconductor-based security products for card applications and networked systems.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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