重磅！裕太微再出力作！车载千兆以太网物理层芯片YT8011系列
近日，裕太微电子正式推出又一款车载芯片，暨车载千兆以太网物理层芯片YT8011系列。该系列产品拥有完全自主知识产权，是一款兼容车载以太网百兆100BASE-T1和千兆1000BASE-T1标准的以太网收发器，支持IEEE802.3bw和802.3bp协议。 YT8011系列可提供所有必要的物理层功能，通过一对差分的屏蔽或者非屏蔽电缆 ，传输和接收以太网数据包 。该系列采用了高速DSP技术和模拟前端 （AFE），包含高达750MSPS的ADC和3GSPS的DAC。同时具备极性检测与校正 、自适应均衡 、回声
2022年5月5日—安森美(onsemi，美国纳斯达克股票代号：ON)公布其2022年第1季度业绩，亮点如下：
·破纪录收入19.45亿美元，同比增长31%
·公认会计原则(GAAP)摊薄后每股收益为1.18美元，去年同期为0.20美元
·破纪录非GAAP摊薄后每股收益1.22美元，去年同期为0.35美元
·破纪录GAAP和非GAAP毛利率49.4%，同比增长1,420基点
·破纪录GAAP运营利润率33.3%，环比增长730基点，同比增长2,480基点
·破纪录非GAAP运营利润率33.9%，环比增长530基点，同比增长2,060基点
·过去12个月(LTM)自由现金流利润率为20.8%
安森美总裁兼首席执行官(CEO) Hassane El-Khoury说：“我们的重点战略为onsemi 的利润率和增长带来了持续的成果，汽车和工业终端市场现在占我们收入的65%。我们的第1季度业绩创历史新高，收入同比增长31%，毛利率增长1,420 个基点至破纪录的49.4%，突显了我们持续脱胎换骨的业务实力和产品价值。凭借高度差异化的智能电源和智能感知产品组合、长期供应协议带来的强大能见度，以及应对汽车功能电子化、先进驾驶辅助系统(ADAS)、能源基础设施和工厂自动化等现世大趋势，我们在保持我们的发展势头上处于有利地位。”
下表概列2022年第1季度与可比较时期的部分财务业绩:
汽车新四化（电动化、智能化、网联化、共享化）的正确发展逻辑是什么？
汽车“新四化”（电动化、智能化、网联化、共享化）概念的提出，给汽车未来的发展指明了方向，电动化是指汽车向着以动力电池作为驱动能源的发展模式；智能化是指在汽车上加装毫米波雷达、车载摄像头、激光雷达等硬件设备，搭配软件系统，通过高级辅助系统的加持，实现自动驾驶下的单车智能发展；网联化是指通过物联网等技术，将车与车、车与人、车与交通设施之间信息互联（v2x），从而实现智能网联（车路协同）；共享化则是汽车未来发
| GAAP | Non-GAAP | ||||||
| （以百万美元計,每股数据除外） | Q1 2022 | Q4 2021 | Q1 2021 | Q1 2022 | Q4 2021 | Q1 2021 | |
| 收入 | $1,945.0 | $1,846.1 | $1,481.7 | $1,945.0 | $1,846.1 | $1,481.7 | |
| 毛利率 | 49.4% | 45.1% | 35.2% | 49.4% | 45.2% | 35.2% | |
| 营运利润率 | 33.3% | 26.0% | 8.5% | 33.9% | 28.6% | 13.3% | |
| 安森美应占收入净额 | $530.2 | $425.9 | $89.9 | $538.5 | $478.0 | $151.3 | |
| 每股摊薄盈利 | $1.18 | $0.96 | $0.20 | $1.22 | $1.09 | $0.35 |
| 收入汇总 | ||||||
| (百万美元) | ||||||
| (未经审计) | ||||||
| 截至季度的3个月 | ||||||
| 产品部 | Q1 2022 | Q4 2021 | Q1 2021 | 环比变动 | 同比变动 | |
| 电源方案部(PSG) | $986.7 | $953.4 | $747.0 | 3% | 32% | |
| 先进方案部(ASG) | $ 689.3 | $647.3 | $531.5 | 6% | 30% | |
| 智能感知部(ISG) | $ 269.0 | $245.4 | $203.2 | 10% | 32% | |
| 总额 | $ 1,945.0 | $1,846.1 | $1,481.7 | 5% | 31% |
2022年第2季度展望
下表概列安森美预计2022年第2季度的GAAP及non-GAAP展望：
| 安森美GAAP总额 | 特别项目** | 安森美non-GAAP总额*** | |
| 收入 | $1,965百万美元至$2,065百万美元 | – | $1,965百万美元至 $2,065百万美元 |
| 毛利率 | 48.5%至50.5% | – | 48.5%至50.5% |
| 营运支出 | $330百万美元至 $345百万美元 |
$25百万美元 | $305百万美元至 $320百万美元 |
| 其它收入及支出净额(包括利息支出) | $20百万美元至 $24百万美元 |
– | $20百万美元至 $24百万美元 |
| 每股摊薄盈利 | $1.13美元至$1.25美元 | $0.07美元 | $1.20美元至$1.32美元 |
| 摊薄股数* | 450百万 | 7百万 | 443百万 |
FINANCIALS
* Diluted shares outstanding can vary as a result of, among other things, the actual exercise of options or vesting of restricted stock units, the incremental dilutive shares from the Company’s convertible senior subordinated notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $20.72 for the 1.625% Notes and $52.97 for the 0% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the Company’s hedge transactions issued concurrently with the 1.625% Notes and the 0% Notes, respectively. At an average stock price per share between $20.72 and $30.70 for the 1.625% Notes and $52.97 and $74.34 for the 0% Notes, the hedging activity offsets the potentially dilutive effect of the 1.625% Notes and 0% Notes, respectively. In periods when the quarterly average stock price exceeds $30.70 for the 1.625% Notes, and $74.34 for the 0% Notes, the dilutive impact of the warrants issued concurrently with such notes are included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter’s average stock price or the stock price as of the last day of the previous quarter, whichever is higher.
Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; non-recurring facility costs, purchased in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; non-cash interest expense; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.
*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.
电话会议
安森美已于美国东部时间（ET）2022年5月2日上午9时为金融界举行电话会议，讨论此次的发布及安森美2022年第1季度的业绩。英语电话会议将在公司网站http://www.onsemi.cn的“投资者关系”网页作实时广播。实时网上广播大约1小时后在该网站回放，为时30天。
This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the year ending December 31, 2022. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans” or “anticipates” or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2021 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 14, 2022 (the “2021 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, except as may be required by law. You should carefully consider the trends, risks and uncertainties described in this document, our 2021 Form 10-K and subsequent reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
带你一文读懂4D毫米波雷达
自动驾驶汽车的实现离不开加装在车辆上的毫米波雷达、激光雷达及车载摄像头等硬件设备，通过采集车辆周边交通环境的数据，让自动驾驶汽车“看”清楚，从而能够根据“看”到的环境随时做出决策，让自动驾驶汽车可以安全驾驶。硬件设备的加装，让自动驾驶汽车可以更安全地在道路上行驶，由于单个硬件设备并不能获得所有需求数据，且在很多极端环境下，硬件设备也会出现问题，如激光雷达在大雾、大雨等极端天气下，测得数据会出现较大偏
