Since September 2023, China has made a big moveImportsLithography machineequipment, especially from the NetherlandsasmlImportsofLithography machineThe number has shown explosive growth. According to statistics, in November and December 2023, China from the NetherlandsImportsofLithography machineEquipment increased by 10 times year-on-yearImportsThe amount is more than $1.9 billionImportsThe number reached nearly 100 units. ThisImportsThe phenomenon of the surge has made the industry on ChinaLithography machineThe potential of the market is impressive, and it also makesasmletcChipsEquipment companies have benefited a lot. This article will analyze and interpret China's major move from multiple aspectsImportsLithography machinereasons, and ** rightChinese chipsindustry and globalChipsImpact of the equipment market.
1. The explosive growth of China's lithography machine import data
According to statistics, in November and December 2023, China from the NetherlandsImportsofLithography machineThe number of devices has grown substantially. Further extrapolation, two months totalImportsofLithography machineThe number reached 98 unitsImportsThe amount is more than $1.9 billionThis data indicates ChinaLithography machineThe market demand is very strong, rightasmletcLithography machineThis is a huge business opportunity for manufacturers.
2. Chinese chip companies reserve lithography machines
According to reports, China procuresLithography machineThe aim is not only to meet the needs of the current production line, but more importantly to reserve for future developmentLithography machineto avoid the possibility of not being able toImportsdilemma. This is also ChinaLithography machineImportsAn important factor in the surge in numbers.
3. The importance of China's lithography machine market to ASML
According toasmlThe performance data shows that in Q3 of 2023, the Chinese market isasmlIt contributed 46% of revenue, more than quadrupling from the previous low of 8%. This speaks volumes about ChinaLithography machineThe market has becomeasmlThe straw. Judging from the data in November and December, China'sLithography machineImportsMore in number, foreshadowingasmlRevenues in the Chinese market will increase further.
4. Global chip equipment companies rely on the Chinese market
ExceptasmlOutside, otherChipsEquipment companies such as Kelei and Lam Research have also confirmed the importance of the Chinese market to them. According to the performance data of these companies, the Chinese market accounts for more than 40% of their revenue, and the growth rate is amazing. This indicates that the globeChipsThe equipment industry is very dependent on the Chinese marketChinese chipsThe expansion of the industry plays an important role for them.
1. The Chinese market brings huge income to ASML
The growth of the Chinese market is:asmlhas brought rich returns, especially the performance of Q3 2023 shows that the Chinese market isasmlIt contributed 46% of its revenue, which significantly boosted its performance. At the same time, China is aggressiveImportsLithography machineAlso forasmlDelivered a consistent and stable order book, securing revenue for years to come**.
2. The importance of the Chinese market to ASML is highlighted
If it weren't for the demand drive in the Chinese market,asml's performance is likely to decline. According toData analysis, the growth ratio of the Chinese market is:asmlOne of the main drivers of performance growth. As a result, the Chinese market has becomeasmlIt is also the key to its sustainable development.
1. The impact of ASML's export restrictions on China's chip industry
Recently,asmlof the advancedLithography machineThe export license was stopped, and it was no longer possible to go to China's **2000i and other advanced countriesLithography machine。That's rightChinese chipsThe industry is a big setbackasmlThe influence and ability in the Chinese market will be limited to a certain extent. However,Chinese chipsBusinesses take advantage of what has been purchasedLithography machineIt can be pushed onChipsThe development of the industry.
2. ASML seeks new market opportunities
Faced with the situation of discontinuation of the license,asmlWe are looking forward to its new product, 10 units of 2nm EUVLithography machineIt can lead to revenue growth. However, even theseLithography machinesales can only reach about $3 billion, which is comparable to the revenue from the Chinese market in Q4 2023. Therefore,asmlWe will continue to look for new market opportunities to make up for the loss of the Chinese market.
1. China's chip industry continues to develop with the purchased lithography machine
Chinese chipsThe industry has passed on a large scaleImportsLithography machineSufficient production equipment is in reserve. Take advantage of theseLithography machineChinese chipsThe industry can continue to pushChipsThe development of the industry has avoided being affectedasmlImpact of Export Restrictions. BelieveChinese chipsBusinesses can seize the opportunity for ChinaChipsThe industry has injected new vitality.
2. Breakthrough and development of China's chip industry
In recent years,Chinese chipsThe industry has made major breakthroughs in technology research and development and market competition. In the face of U.S. restrictions,Chinese chipsThe industry continues to adhere to independent innovation and has achieved many remarkable results. These developments have not only boostedChinese chipsThe confidence of the industry has also made the world rightChinese chipsThe outlook for the industry is more optimistic.
China is in a big moveImportsLithography machineReflected from one sideChinese chipsThe rapid development and potential of the industry. The Chinese market is globalChipsThe importance of equipment companies cannot be overlooked, especiallyasmlThe Chinese market occupies an important share in the revenue and performance of other enterprises. AlthoughasmlThe export license will be suspendedChinese chipsThe industry has a certain impact, howeverChinese chipsBusinesses take advantage of purchasedLithography machinecan continue to push the industry forward. Chinese chipsThe breakthrough and development of the industry is in line with China's independent innovation development strategy, but also for the worldChipsThe industry brings new business opportunities and cooperation opportunities.