Recently, Chinese mainland purchased 37 lithography machines from the Dutch company ASML, with a total amount of more than 10 billion yuan. This data shows the continuous expansion of lithography machine procurement in Chinese mainland. Judging from the data since this year, Chinese mainland has become ASML's largest market, which has had a huge impact on the global chip industry. This article will delve into the reasons for the crazy rush for ASML lithography machines in Chinese mainland and the future prospects.
In the past two months, Chinese mainland purchased 37 lithography machines from ASML, with a total amount of more than 10 billion yuan. Data shows that from the first to the third quarter of this year, ASML sold lithography machines to the Chinese mainland market amounting to more than 40 billion yuan. Chinese mainland has become a significant source of revenue for ASML**, with 46% of sales in the third quarter.
There are multiple reasons for the large-scale procurement of ASML lithography machines in Chinese mainland. First of all, the rapid development of the chip industry in Chinese mainland has promoted the growth of demand for lithography machines. At present, the rapid expansion of domestic chip production capacity requires a large number of lithography machines to meet market demand. Second, ASML's lithography machine technology is excellent and can meet the high requirements of chip manufacturing in Chinese mainland. In particular, the immersion DUV lithography machine, which can achieve smaller-size chip manufacturing, is crucial for the development of the chip industry in Chinese mainland. Because from 2024, immersion lithography machines may not be exported to Chinese mainland, which makes Chinese mainland demand rise sharply.
The demand in the lithography machine market in Chinese mainland will continue to maintain a high growth trend. With the rapid development of the domestic chip industry, the demand for high-precision and high-efficiency lithography machines will continue to increase. Chinese mainland urgently needs to realize independent research and development of lithography machines and reduce its dependence on imported lithography machines.
At present, the chip industry in Chinese mainland has made some progress, but there are still some technical bottlenecks, such as the research and development of EUV lithography machines. Only by realizing independent research and development of high-end lithography machines can Chinese mainland truly get rid of its dependence on imported lithography machines and enhance the competitiveness of the local chip industry.
Chinese mainland faces great challenges and opportunities in independent research and development of lithography machines. The research and development of lithography machines requires a large amount of capital investment and technical support, which is inseparable from the long-term technology accumulation and professional research of the industry. Chinese mainland needs to increase investment in the chip industry, encourage scientific research institutions and enterprises to strengthen cooperation, and accelerate technological innovation and talent training.
At the same time, Chinese mainland can also learn from the experiences of other countries. It is possible to cooperate with foreign lithography machine manufacturers to carry out targeted learning and cooperation in technology. Through the introduction of foreign advanced lithography machine technology, learn from its management experience and technology application, accelerate the development process of Chinese mainland lithography machine industry.
The rush for ASML lithography machines in Chinese mainland stems from the rapid growth of demand for lithography machines and dependence on technology. With the rapid development of the chip industry in Chinese mainland, the demand for high-end, high-precision lithography machines will continue to increase. In the future, Chinese mainland should actively promote the development of the local lithography machine industry, realize independent research and development of lithography machines, and enhance the core competitiveness of the local chip industry.
Chinese mainland has a huge market and strong technical strength, I believe that in the near future, Chinese mainland will be able to achieve independent research and development and production of lithography machines, and become an important force in the field of lithography machines. This will further promote the development of Chinese mainland's chip industry and make greater contributions to scientific and technological innovation and economic growth.