Q2 2025 Phison Electronics Corp Earnings Call Transcript
Key Points
- Phison Electronics Corp (ROCO:8299) achieved a record high quarterly revenue of 70.8 billion NT, despite foreign currency challenges.
- The company reported a significant increase in controller revenue, with a 90% quarter-over-quarter growth and a 49% year-over-year growth.
- Phison has gained substantial market share in the mobile storage controller market, becoming the largest supplier globally.
- The company has secured design wins with major PC OEMs and ODMs, positioning itself as a key supplier in the PCIe Gen 5 market.
- Phison's Adaptive Plus technology is showing promising growth, particularly in collaboration with Intel, potentially converting PCs to AI PCs without additional GPU costs.
- Phison Electronics Corp (ROCO:8299) faced an 8% impact on revenue and gross margin due to foreign currency fluctuations.
- The company is experiencing a shortage of controller supply due to substrate constraints, affecting its ability to meet demand.
- There is a concern about potential supply-demand imbalance next year, prompting Phison to build higher inventory levels.
- The enterprise SSD market share remains small, with Phison still trailing behind competitors in PCIe Gen 4 and Gen 5 technologies.
- Retail and gaming sectors are experiencing slow growth, with Nintendo being the only exception due to a shortage of MicroSD Express.
This is Jason Zhang at the CLSA. Welcome to 5 and 2nd quarters, earnings call. Today, we are happy to have KS here to share with, the updates of Fison and and market.
And, after that, we will open the floor to Q&A section.
So yeah, let me turn this call to KS please.
Good afternoon. Good morning, ladies and gentlemen, thank you for joining P5 CQ 2 2025 earning call.
Okay, just we start. Today, a lot of content here, so I may need to move a little bit faster. And Pfizer, now we have a, the CB racing, so we are in quite pillar, not able to have a so too many perspective in this call. Okay, so please, understand.
Okay, The distribution of our CQQ2 devenue, we can see strong. What is strong in the embedded ODM especially we gain a share in the PCOEM and the mobile module business. And in controller wise, the revenue itself increased a lot, but the percentage is kept flat because of devenue itself also growing.
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