In 2023, the world's top 5 chip equipment manufacturers are all making crazy money in China!
China has the world's largest chip consumer market, and China consumes about 1 in 3 chips.
China is also the world's largest importer of semiconductors, importing more than 300 billion chips from the United States, and it is precisely because of this that China will increase its chip production as much as possible, rather than relying on imports.
The various semiconductor devices involved in the manufacture of a chip, and the semiconductor devices in the world are basically in the hands of Japan, the United States and the Netherlands.
In recent years, China has bought a lot of chips from the United States, Japan, and the Netherlands, allowing them to make a profit, and according to the data, by 2022, the world's top five chip manufacturers have all made a fortune in China.
Taking lithography giant ASML as an example, its revenue in Chinese mainland is only 14% in 2022, and by 2023, this figure has increased by nearly 1 3.
In the fourth quarter of this year, China accounted for 44% of the profits, nearly half of which came from China. In 2022, the Chinese market accounted for 27% of the company's revenue, also setting a historical record.
Looking at AM Researc in the United States, the revenue of Chinese mainland reached 48% in the third quarter, and exceeded 40% in the fourth quarter, that is, China's revenue will reach more than 35%.
Looking at KLA in the United States, China's revenue for the company accounted for 43% of the total revenue as of September 30, 2023, which is also a record high.
The revenue of Japan's largest semiconductor manufacturer, Tokyo Electric, also known as Tokyo Electric Company, shows that China's revenue in the first quarter was about 40%, and in the second and fourth quarters, it remained above 40%.
Chinese mainland brings 44% of TEC's revenue, which means that nearly half of NEC's revenue comes from China.
In other words, by 2022, all chip manufacturers will make a lot of money in China.
What's going on? A large part of this is because China is expanding its production capacity, building a new chip production line and buying a lot of semiconductor products.
On the other hand, because of the lockdown, China's chip factories are preparing for future development, and they will give priority to the purchase of those restricted equipment, and then in 2022, large-scale production.
By 2024, as the ban is lifted, China's orders for them will also fall, and their lives will be even more difficult.