According to the latest financial report data,asmlChina's revenue grew significantly in 2023, increasing its contribution to 29% from 14% last year. There are several reasons behind this growth.
First of all, the rapid growth of Chinese market demand is the driving forceasmlOne of the main factors contributing to revenue growth in China. China is the world's largestSemiconductorsOne of the markets in recent yearsChipsThe demand for equipment is constantly increasing. With 5G, artificial intelligence,Cloud computingand other emerging technologies with rapid development, China's high-precisionChipsThe need for equipment is becoming more and more urgent.
Secondly, so is the early stockpiling caused by the banasmlOne of the reasons for the increase in revenue in China. Due to some international policies and sanctions, some Chinese companies may have purchased in advanceasmllithography machines and other equipment to deal with the risk of possible ** interruptions, thus promotingasmlRevenue growth in China.
In addition,asmlPriority allocation to the Chinese market was also an important factor in revenue growth. asmlAs the world's leadingSemiconductorsEquipment manufacturers will have different deployment strategies for different markets, and in 2023,asmlDeploy more resources and equipment to the Chinese market to meet the needs of the Chinese marketChipsThe demand for equipment further contributed to the growth of revenue in China.
ExceptasmlThe growth of revenue in China will be made in China in 2023ChipsThe equipment also showed strong growth. The performance of various enterprises has increased significantly, and it is domesticChipsThe equipment industry has been injected with new vitality.
First of all, domestic leading enterprisesNAURA HuachuangRevenue is expected to reach 21 billion to 23 billion yuan in 2023, a year-on-year increase of 4277% to 5727%, net profit of 3.6 billion yuan to 4.2 billion yuan, a year-on-year increase of 5344% to 7639%。NAURA HuachuangThe strong performance is due to the breakthrough of its technical strength and the increase in market demand.
Secondly,Etching machineLeading enterprisesAMECRevenue is expected to be around 62 in 2023600 million yuan, a year-on-year increase of about 321%；Net profit was between $1.7 billion and $1.8500 million yuan, a year-on-year increase of about 4532% to 5815%。AMECWith advanced etching technology and high-quality products, it has achieved a good reputation in the market, and the market has performed well.
In addition to the above two enterprises, there are many domestic enterprises in ChinaSemiconductorsThe equipment segment performed well, with a significant increase in shipments. According to previous agency data, it will be made in China in 2023SemiconductorsThe self-sufficiency rate of equipment has exceeded 40%, an increase of 15 percentage points from 2022, which means that the domestic industry is inSemiconductorsSignificant progress has been made in the field of equipment manufacturing.
First of all, domesticSemiconductorsSignificant progress has been made in the process of domestic substitution of equipment. In recent years, due to the increasing blockade of China from abroad, there are many at homeFabsBegan to prepare spare tires and stepped up the process of substitution of domestic equipment. This trend of domestic substitution has promoted domestic productionSemiconductorsRapid development of equipment.
In addition, domesticSemiconductorsThe equipment has made important progress in technological breakthroughs. A lot of domesticSemiconductorsThe technology of the device has reached 28nm14nmEven7nm, 5nm and even 3nm level, with the ability to meet market demand, so the shipment of domestic equipment has increased significantly. Not only domesticFabsBegan to choose domestic equipment, abroadFabsThey have also chosen domestic equipment to promote domestic productionSemiconductorsExpansion of the market share of equipment.
However, domesticSemiconductorsThere are still big shortcomings in the field of lithography, and it is necessary to further increase R&D investment and technical research. Although great progress has been made in the fields of etching and cleaning in China, more efforts are still needed in the field of lithography. Lithography is:ChipsOne of the core links of manufacturing, mastering the technology for domesticSemiconductorsIndustrial development is crucial.
According to SEMI's**, 2024, GlobalSemiconductorsThe manufacturing equipment market will begin to return to growth and will be strong** in 2025, with sales expected to reach a new high of $124 billion. China is the world's largestSemiconductorsOne of the markets, domesticSemiconductorsEquipment manufacturers have huge potential for development.
With domesticSemiconductorsThe improvement of equipment self-sufficiency rate and technological breakthroughs are among domestic manufacturersSemiconductorsThe equipment market will have more opportunities to gain market share. However, in the face of fierce global competition, domestic manufacturers need to continue to increase R&D investment and improve technical strength to meet the market demand for advanced equipment.
In addition, strengthening cooperation with international manufacturers is also an important way for domestic manufacturers to expand the market. Through technical cooperation and innovation cooperation, domestic manufacturers can learn from international advanced experience, improve product quality and technical level, and further enhance competitiveness.
In short, domesticSemiconductorsThe equipment market has shown a strong growth momentum, and the improvement of self-sufficiency rate and technological progress have brought more opportunities and challenges to domestic manufacturers. In the future, along with the domesticFabsThe continuous development and development of technology and the further improvement of domestic productionSemiconductorsThe equipment market is expected to hold a larger share of the global market, for ChinaSemiconductorsThe development of the industry has injected new vitality.