OneasML's strong profitability is 2755.9 billion euros! asML is rolling profits, foreign media: the United States "God assists".
asml asLithography machineThe profitability of the monopolist in the market is remarkable. its dominantEUV lithography machinemarket, as well as inDUV lithography machineThe dominant position in the field makes itasML has made a lot of money over the past year. According to foreign media reports, last yearasML achieved a total of 275 salesAt 5.9 billion euros, that's a staggering figure. And according toasML's 2023 revenue data shows that itsNet salesThis represents a year-on-year increase of 30% to 275A peak of 5.9 billion euros. Gross margin was 513%, and the net profit is as high as 783.9 billion euros, equivalent to 61 billion yuan. Impressively,asML's backlog of orders has also reached 39 billion euros, that is, the amount of orders that have not yet been delivered but have been received has exceeded more than 300 billion yuan, exceeding last year'sNet sales。This strong financial data is for:asML's future growth and performance provide a solid foundation.
asML's strong profitability is mainly due to its technological superiority and market monopoly. asML has a leading positionLithography machinetechnology, especially in EUVLithographyAspect. EUV lithography machineIt is currently the most advanced chip manufacturing process, whileasML is the only company in the world capable of producing high-endEUV lithography machineof the makers. Due to the leading technology and the scarcity,asML is able to sell at a higher **Lithography machineand earn higher profit margins. In addition,asML also further boosted its profitability by generating additional revenue through technical services, after-sales support, and licensing fees.
asML's impressive performance in 2023 is inseparable from the restrictive policies of the United States. According to reports, the United States reached an agreement with the NetherlandsLithography machineexport control agreements, which led to a large number of purchases from Chinese customers in the fourth quarter of 2024Lithography machineEquipment. The data shows that in December last year alone, China imported from the NetherlandsLithography machineThe value of equipment has increased by nearly 1,000% to $1.1 billion. The industry generally believes that in the context of export controls, Chinese customers are eager to buy as soon as possible before the license expiresasmlLithography machine, which also promptsasML has increased its exports to the Chinese market. AlthoughasML's revenue in the past year has been substantial, but due to the partly high-endDUV lithography machineThe license has expiredasML can't rejoice too soon about this.
The United States, rightasML's restrictive measures are:asAn important driver of ML's earnings growth. As the world's topLithography machineTechnology ** Vendor,asML is attracting the attention of the international market. However, inLithography machineIn the field of technology, the U.S. export control policy towards China givesasml some pressure. The United States** has restricted the export of advanced technology and equipment, especially to China. These restrictions have caused Chinese customers to snap upasmlLithography machineequipment to meet the needs of domestic chip manufacturing. Although this restrictive policy for:asML has increased sales, but there are also certain risks and challenges. Once the Chinese customer can't get itasmlLithography machineequipment, they will have to look for other channels of purchase, or increase domesticLithography machineIndependent research and development efforts. If China can develop an alternativeasmlLithography machineAbility of domestic products,asML's ability to ship will become less important, and restrictions will be unstoppable. Of course, this will also cause losses to the Netherlands, because the Netherlands will lose the Chinese marketLithography machineOrder.
ForasML will face new challenges and opportunities in 2024. The Chinese market forasML is especially important, thereforeasML has been fighting for export licenses. However, with the gradual expiration of the license,asML's next path is uncertain. The Chinese market has done the rightasmlLithography machineIn the future, we want to continue to obtain high-end from ChinaDUV lithography machineorders will become difficult. This will force Chinese customers to look for other channels of purchase, or to increase domesticLithography machineindependent research and development efforts. If China can succeed in developing a domestic product with similar capabilitiesLithography machineasML's shipping capacity will no longer be so important, and Western restrictions will be ineffective. This will result in the Netherlands not being able to exportLithography machine, the loss will be their own. Therefore,asML will need to face these challenges in 2024 while focusing on finding new market opportunities and technological innovation to ensure it is globally securedLithography machineMarket leadership.
asml asLithography machineThe strong profitability of the market giants is not only due to its technological advantages and market monopoly position, but also inseparable from the "divine assistance" of the restrictive policies of the United States. However,asML still has challenges and opportunities to face in 2024. The importance of the Chinese market is self-evidentasML needs to think carefully about how to find new market opportunities under restrictive policies and strive to stay ahead of technological innovation. At the same time,asML also needs to pay attention to the improvement of China's independent R&D capabilities to prevent the impact of domestic products on its market share. asThe future development path of ML needs to be further observed and explored, so let's wait and see.