?????幫??2020??????????
• ???????????22.3?????; ?????37.9%??????????10.4%; ??????1.92?????
• ???????????????(1) 6.68?????
• ??????(??λ??): ???????????20????????????34.6%
?й???2020??4??23??——???????????????????????????幩???????????STMicroelectronics?????ST????????????????STM???????????????????????(U.S. GAAP)????????2020??3??28???????????????????廹???????????????????????????????????????
?????幫?????????????22.3????????????37.9%??????????10.4%????????1.92?????????????????0.21?????
????????ü??????й?Jean-Marc Chery???????????????????
• “2020???????????????????7.5??????????????????????????????????????????????????????????????????????????????????????????????????????10.4??????????????7.9??????1.92???????
• “?????????????????????λ???????5%????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????37.9??????????????????????λ?????
• “???????????????????????6.68??????????????????27??????????????????11???????
• “??????????????????????????????г??????????????????г????????????????????????????????????????????????????????????ST???й?????????????????????Щ????????????????????ò???????????400??????
• “????????2020????????88??95?????????????°?????????????3.4??10.4?????????????????????????????????????????????????????????????г?????仯??
• “???????2020?????????????15??????????10??12?????????
• “???????????????????????????????飬?????????????????????????????????????????????????????????????????????????????????????????????????”
(1) ???????????????й?????????????????????????????????????Щ???????????????????ο?????A??
????????22.3??????????????7.5%?????????????????о???????????????????????????????????????????о????????????????????о???????????????????????OEM????????????22.5%???????????????????????21.4%?????????????19.0????????????????λ?????5?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????в?????????????????
????????8.46??????????????3.5%????????37.9%??????????150?????????????????????????ò????????????????????????????????????????????????????????????????????λ????10??????
?????????2.31????????????????2.11???????? 9.4%????????????????20????????????10.4%????2019?????????10.2%??
???????????????????:
??????????????????(ADG)
• ?????????????????????????
• ??????2300?????????????76.4%??????????3.0%?????????10.6%
?????????MEMS????????????(AMS)
• ????????????????????MEMS?????????????
• ??????1.77???????????313.1%??????????20.8%?????????7.8%
?????????????IC?????(MDG)
• ?????????????????????IC???????
• ??????7100?????????????13.5%??????????11.5%?????????13.4%
????????????????????1.92???????0.21????????????????1.78???????0.20?????
??????????????????????????????2.66???????????????????????3.22???????
????????????17.7?????????????????????????????????116?????????????124??.
?????????????????????????????????1.13????????????????6700???????
??????????????????????5300????????????????????????????????????????????????6200??????????????????
????2020??3??28????????徻?????????????????????????6.68???????2019??12??31????????????6.72???????????????????????????27.1????????????20.4???????
??????
2020??????????????????λ????:
• ????????20???????????????10.3%?????????350??????;
• ??????34.6%?????????200??????;
• ????????2020?????????????????????1.11??? = 1.00?????????????????????????
• ?????????????2020??6??27???
??????2020??????????15??????????10-12?????????
????admin ?????????2020-06-12
