The lithography machine giant netted 1100 million, but Chinese mainland contributed only 14%, ranking third
Some time ago, ASML, the world's largest lithography machine giant, released its financial report for the fourth quarter and full year of 2022.
According to the data, the revenue in 2022 will be 21.2 billion euros, and the gross profit margin will be 505%。The net profit was 5.6 billion euros (about 41.3 billion yuan), with an average daily profit of 1100 million yuan.
In terms of lithography machine sales, a total of 317 new lithography machines were sold that year, an increase of 31 units over the previous year, in addition to 28 second-hand lithography machines.
At the same time, ASML also said that by the end of 2022, the undelivered orders reached a record 40.4 billion euros, which shows that for ASML, revenue has stabilized in the next few years, because production is expanding around the world, and a large number of lithography machines are needed, but it is a matter of production capacity and not worrying about sales.
In terms of revenue**, the top five markets are Taiwan (42%), South Korea (29%), Chinese mainland (14%), the United States (7%) and Japan (4%).
Among them, Chinese mainland fell from 16% last year to 14%, while Taiwan also fell from 44% to 42%, South Korea fell from 35% to 29%, but the United States and Japan improved.
What does this mean?This shows that the mainland has reduced the number of imported lithography machines due to the ban, and South Korea has been slow to expand production because of the lack of memory chips, and the demand for wafer factories in Taiwan has also decreased.
However, the increase in the United States and Japan also means that the United States and Japan have a certain performance in expanding wafer production capacity, otherwise it will not promote revenue growth.
What's more, we all think that lithography technology is high-tech and the technical threshold is very high, but according to ASML's data, it doesn't seem to be as high as we imagined, because ASML's R&D cost is about 96.5 billion euros, or less than 5% of annual revenue.
If you think of companies such as Huawei, R&D expenses account for more than 10%, and the annual R&D investment is hundreds of billions of yuan, and ASML's R&D expenses are less than 10 billion yuan.
It can be seen that the threshold of the lithography machine is not so high, as long as there is a willingness to invest or an opportunity, the key is how to get these indispensable resources, or indispensable chain manufacturers, which may be the key.
Lithography plays a key role in chip manufacturing, and ASML is the only company in the world that can produce EUV lithography machines, which are mainly used to produce 7nm chips and more advanced processes. Based on the EUV lithography machine, ASML has locked the neck of all factories in the global semiconductor industry.
In order not to let the Chinese core get stuck in the neck, EUV lithography technology needs to be developed, what do you think?