NXP Semiconductors N.V. (NASDAQ:NXPI) KeyBanc Technology Leadership Forum August 7, 2023 4:00 PM ET Company Participants Jeff Palmer - VP, IR Conference Call Participants John Vinh - KeyBanc Capital Markets John Vinh Good afternoon, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets. And we’re pleased to have Jeff Palmer, VP of Investor Relations from NXP. Welcome, Jeff. Jeff Palmer Great. Thanks, John. I appreciate it. It’s always a pleasure to be here. Thanks. Question-and-Answ ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Q2 2023 Earnings Conference Call July 25, 2023 8:00 AM ET Company Participants Jeff Palmer - Senior Vice President, Investor Relations Kurt Sievers - President and Chief Executive Officer Bill Betz - Chief Financial Officer Conference Call Participants Gary Mobley - Wells Fargo Joshua Buchalter - TD Cowen Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Research Vivek Arya - Bank of America Securities Francois Bouvignies - UBS C.J. Muse - Evercore ISI Blayne Curtis ...

NXP Investor Presentation Second Quarter 2023 July 2023 PUBLI ...

Start Time: 08:40 January 1, 0000 9:09 AM ET NXP Semiconductors N.V. (NASDAQ:NXPI) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference May 22, 2023, 08:40 AM ET Company Participants Bill Betz - CFO Jeff Palmer - VP, IR Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Okay. Let's go ahead and get started. Good morning and welcome to JPMorgan's 51st Annual Technology, Media and Communications Conference. My name is Harlan Sur, semiconductor and semiconductor cap equipme ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Q1 2023 Earnings Conference Call May 2, 2023 8:00 AM ET Company Participants Jeff Palmer - Investor Relations Kurt Sievers - President and Chief Executive Officer Bill Betz - Chief Financial Officer Conference Call Participants C.J. Muse - Evercore Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Research Vivek Arya - Bank of America Securities Matt Ramsay - TD Cowen Gary Mobley - Wells Fargo Blayne Curtis - Barclays William Stein - Truist Toshiya Hari - Goldman Sa ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Morgan Stanley Technology, Media & Telecom Conference March 7, 2023 11:00 AM ET Company Participants Jeff Palmer - SVP, IR Conference Call Participants Joseph Moore - Morgan Stanley Joseph Moore I'll finish the story later, I guess, but hi, everybody. I'm Joe Moore from Morgan Stanley. Happy to have with us today Jeff Palmer from NXP. He's going to explain why Bill Betz is not here. But just quick research disclosures. For important disclosures, please see the Morgan St ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-34841 NXP Semiconductors N.V. (Exact name of registrant as specified in its charter) Netherlands 98-1144352 (State or other jurisd ...

NXP Investor Presentation Fourth Quarter 2022 January 2023 PUBLI ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Q4 2022 Earnings Conference Call January 31, 2023 8:00 AM ET Company Participants Jeff Palmer - Senior Vice President, Investor Relations Kurt Sievers - President & Chief Executive Officer Bill Betz - Chief Financial Officer Conference Call Participants Christopher Caso - Credit Suisse Vivek Arya - Bank of America Ross Seymore - Deutsche Bank C.J. Muse - Evercore Joseph Moore - Morgan Stanley William Stein - Truist Matt Ramsay - Cowen Operator Hello. Thank you for stand ...

Summary of NXP Semiconductors N.V. Conference Call Company Overview - **Company**: NXP Semiconductors N.V. (NASDAQ:NXPI) - **Event**: Nasdaq 47th Investor Conference - **Date**: December 6, 2022 Key Industry Insights - **Semiconductor Industry Conditions**: - 70% of NXP's catalog has lead times exceeding 52 weeks, indicating ongoing supply chain challenges, though this is a decrease from the previous quarter [9] - Demand remains strong in automotive and core industrial sectors, while consumer mobile and compute markets show weakness [10][11] - NXP is sold out in automotive and core industrial segments, with an 85% coverage level of demand for the next calendar year [11] Core Company Insights - **Demand Trends**: - The surge in demand for consumer electronics during the pandemic is reversing, while automotive demand is driven by secular trends such as electric vehicles (EVs) and advanced driver-assistance systems (ADAS) [12][13] - The semiconductor shortage is attributed to underinvestment in trailing edge nodes (16-19 nanometers) prior to the pandemic [15] - **Customer Relationships**: - The supply crisis has led to deeper understanding and collaboration with customers, enhancing long-term demand assurance and innovation partnerships [16][17] - **Supply Chain Dynamics**: - Limited fungibility of capacity between soft markets (mobile and compute) and strong markets (automotive) due to specialized process technologies [19][20] - **Pricing Strategy**: - NXP has implemented price increases over the past two years due to rising input costs, particularly for wafers from foundries, and plans to continue this trend into the next year [22][25] - **Regionalization Impact**: - Geopolitical factors are pushing customers to demand regional wafer manufacturing, which is more costly and will further increase pricing [27][28] Growth Drivers - **Battery Management Systems**: - NXP anticipates significant growth in battery management revenues, projecting a 2.5x increase over three years, driven by the electrification of vehicles [32][33] - The company aims to capture market share in battery management, competing against a larger player [34] - **Microcontroller Market**: - The content of microcontrollers in vehicles is increasing due to trends in domain computing and software-defined vehicles, leading to higher semiconductor requirements [39][40] - **Radar Technology**: - NXP is positioned to benefit from increased adoption of radar in vehicles, with a target to double radar revenue to $1.1 billion by 2024 [44] - **Industrial IoT**: - The industrial segment is split between resilient core industrial applications (60% of revenue) and softer consumer IoT markets (40% of revenue) [48] Additional Considerations - **Analog Semiconductor Importance**: - Analog semiconductors remain crucial for electronic systems, and there is a continuous need for skilled engineers in this area [54][55] - **Energy Supply Concerns**: - While energy supply in Europe is a concern, it is not the primary issue for semiconductor manufacturing costs, which are influenced more by overall cost levels and geopolitical factors [57][58] This summary encapsulates the key points discussed during the conference call, highlighting the current state of the semiconductor industry, NXP's strategic positioning, and growth opportunities.