2023年8月17日,

2023年8月17日Lumentum发布了截至7月1日的季度销售3.71亿美元,比去年同期下降了12%——相当现在预期第三季度进一步下降。需求的下降看到加州圣何塞,光子学公司摇摆的运营亏损5600万美元,相比之下,一年前5500万美元的营业收入。首席执行官艾伦•劳告诉投资者,尽管该公司的长期前景依然强劲,就像别人在光通信领域这是痛苦一段时间的低需求,同时客户继续通过过剩库存的组件之前购买。超快速激光援助光伏生产Lumentum近几个月也影响损失的市场份额在智能手机三维传感领域,主要客户有了多样化他们的供应链,使Lumentum供应商地位下降了。然而,劳指出,公司近期表现强劲的商业激光业务作为一个亮点——与业务单元提供2.09亿美元的销售在刚刚结束的财年(Lumentum的财政年度运行June-June)。总代表前一年增长了8%,与劳强调新应用在太阳能电池生产,超快速激光和光纤激光器的强劲上升销售工业使用增加的重要原因。但随着去年收购NeoPhotonics和运行操作的附加费用,Lumentum公布净亏损1.32亿美元在其最新的全年业绩,而净利润近2亿美元的前一年。现在的宏观经济环境将影响商业较弱激光部门,劳说,公司制定费用控制在所有领域除了研发支出。库存调整周期从好的方面说,劳强调,镓和锗材料的出口控制,介绍了中国政府为应对来自美国的类似措施覆盖半导体制造技术就没有影响,Lumentum能源的关键金属从其他地方。再次,呼应了连贯的首席执行官Mattera评论劳指出,对数据通信产品的需求促使计划部署在人工智能(AI)作为一个关键市场趋势在不久的将来,明年将帮助推动业务。 “With generational upgrades in the backbone of the network and increased customer activity for AI in the data center, we expect year-over-year telecom and datacom growth in calendar 2024,” he said. “We believe that the current customer inventory correction cycle will continue through the balance of the calendar year, and therefore, our shipments will be below end-market demand. “During this transition period, we are delivering as planned on our product roadmaps and are tracking ahead of our previously announced synergy plans.” Looking ahead, Lowe and his executive team said that company revenues would likely tick down to somewhere between $300 million and $325 million in the September quarter - with the firm only just breaking even in terms of operating profit. At the lower end of the range, that revenue figure would represent as much as a 40 per cent drop on the $507 million posted in the equivalent quarter last year - indicating the extent of the current inventory malaise. • That outlook did not appear to surprise investors, with Lumentum’s stock price holding steady following the latest figures. However, the stock had already dropped by around 10 per cent the day before Lowe's commentary, in a likely response to Coherent’s downbeat assessment of near-term prospects in the wider communications sector.