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For the fourth quarter of fiscal 2021 (April-June), Cree targets revenue ofBetween US$142-148 million (approximately RMB 913-951 million).

Cree CEO Gregg Lowe said:"We are building solid momentum and in the fiscal third quarter (January-March) we delivered strong top-line results as customers continue to realize the benefits of silicon carbide.As we now complete the sale of our LED business, we have achieved a key milestone in our journey to become a pure-play semiconductor manufacturer with an increased focus on opportunities in the conversion channel and expanding manufacturing capabilities.”

Infineon stated that its performance growth was mainly due to the growth of the Automotive Division (ATV) and the Power and Sensor Systems Division (PSS), while the revenue of the Industrial Power Control (IPC) and Connected Security Systems (CSS) divisions declined slightly.

Specifically, the ATV division's revenue was 1.219 billion euros, a year-on-year increase of 45%. The revenue of the PSS division was 787 million euros, a year-on-year increase of 28%. CSS division revenue was 329 million euros, a year-on-year increase of 98%. The revenue of the IPC division was 361 million euros, compared with 362 million euros in the previous quarter.

Recently, according to an interview with the foreign media "argusmedia", Infineon expects that, driven by the growth in automotive demand, this fiscal year (ending in September)Its silicon carbide business will double to 170 million euros (1.325 billion yuan), had previously expected growth of only 70%.

With the exception of the Radio Frequency Communications (formerly "Digital") sub-business unit, all STMicroelectronics product divisions achieved year-over-year net sales revenue growth. Among them, the revenue of the automotive and discrete devices department was US$1.043 billion (approximately 6.7 billion yuan), a year-on-year increase of 38.4%. The revenue of the Analog Devices, MEMS and Sensor Products Division was US$1.083 billion (approximately RMB 6.964 billion), a year-on-year increase of 27.1%. Revenue of the Microcontroller and Digital IC Products Division was US$886 million (approximately RMB 5.697 billion), a year-on-year increase of 42.2%. In addition, net sales revenue from OEM and agency channels increased by 21.4% and 76.2% year-on-year respectively.

In terms of business segments, the Voltage Solutions Department’s revenue was US$747 million (approximately RMB 4.8 billion), a year-on-year increase of 20%; the Advanced Solutions Department’s revenue was US$531.5 million (approximately RMB 3.418 billion), a year-on-year increase of 14%; the Intelligent Perception Department’s revenue was US$203 million (approximately RMB 1.3 billion), a year-on-year increase of 9%.

Among them, ON Semiconductor's automotive revenue hit a new high, reaching US$515 million (approximately RMB 3.312 billion), an increase of 5% month-on-month.

In addition, ON Semiconductor President and CEO Hassane El-Khoury also mentioned: "Our development momentum in the automotive and industrial strategic end markets is accelerating.In the first quarter, our silicon carbide and silicon-based power products won design wins on key platforms, further consolidating our market-leading position in automotive functional electronics. "

At the same time, bookings in the first quarter also hit a record, reaching US$210.9 million (approximately RMB 1.3563 billion), an increase of 42% over the same period last year.

X-FAB achieved strong double-digit growth in all key end markets, with revenue from the automotive, industrial and medical businesses totaling US$124.6 million (approximately RMB 801.3 million), a year-on-year increase of 29%. Automotive business revenue hit a record high, reaching US$83.5 million (approximately RMB 537 million). The industrial business had the strongest growth, growing 46% year-on-year, and the medical business grew 33% year-on-year.

In the first quarter,X-FAB's silicon carbide has experienced growth, with order volume increasing by 47% year-on-year, and quarterly revenue of US$6.1 million (approximately RMB 39.22 million), a year-on-year increase of 35%.Over the course of the first quarter, 2 more customers started volume production, for a total of 23 SiC customers,The number of mass production customers has increased to 10.

Aixtron’s order receipts in the first three months of 2021Increased 81% year-on-year to 124.4 million euros (approximately RMB 973 million), compared with 68.8 million euros (about 538 million yuan) in the same period last year, which also exceeded the highest order volume in the fourth quarter of last year (92.2 million euros, about 720 million yuan). Gross profit was 17.3 million euros (approximately 135 million yuan), an increase of 18% over the same period last year, and gross profit margin was 35%.

Among them, driven by the charger and 5G wireless transmission market, the demand for gallium nitride device equipment is particularly high. As of March 31, 2021,The outstanding orders for related equipment are 223.5 million euros (approximately 1.748 billion yuan), an increase of approximately 53% from 146.3 million euros (approximately 1.144 billion yuan) in the same period last year.

Semiconductor MOCVD equipment revenue increased by 21% to 49.5 million euros (approximately 387 million yuan). Optoelectronic application equipment production systems such as lasers for optical data communications and 3D sensor technology were the main sales drivers.

Device manufacturing systems based on gallium nitride and silicon carbide are another important sales driver, including fast charging of batteries for mobile devices such as smartphones, and powertrains for electric vehicles.

Transphorm's first quarter revenue was approximatelyUS$2.4 million (approximately RMB 15.43 million), compared with the previous quarterAn increase of about 20%.

Primit Parikh, President and Co-Founder of Transphorm, said: “We have achieved an important milestone by deliveringMore than 1 million GaN devices, these devices range in power from 45W-10kW, an industry first. From the third quarter to the fourth quarter of 2020, our shipments doubled, and then inDoubled again in the first quarter of 2021。”

Key revenue drivers include 45W fast chargers/adapters, 1-4kW crypto mining power supplies, gaming and data center servers, and high-power industrial, UPS and automotive converter/inverter applications.

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