Huawei's lithography machine exports surged by 1,000 times, and foreign media said that ASML bet on the overall situation!
No one would have expected that in the just-ended year of 2022, the Dutch lithography giant ASML would be the final winner.
Some time ago, ASML released its 2022 performance report, and the company's revenue this year was 210 billion yuan, an increase of 30% over the same period last year. Especially in the third and fourth quarters of this year, the number of their exports to China, as well as the output of lithography machines, increased by more than 1,000 times.
Everyone knows that the Netherlands has been tightening its grip on lithography machines in recent years, which has greatly limited ASML's products. However, ASML is not resting there.
In September 29, the Netherlands promulgated a new regulation on the export of semiconductor equipment to regulate immersion lithography systems and deposition equipment. A spokeswoman for ASML said that although Dutch export controls came into effect in September, the company would continue to sell until 2024. As a result, ASML's exports of lithography machines to China will increase significantly in the fourth quarter of 2022.
According to statistics, in the third quarter of this year, ASML will account for 46% of China's total sales, and in the fourth quarter of last year, this proportion rose to 39%. To put it mildly, we are "appreciating the meal". Our country contributes about 40% of the world's semiconductor orders every year, and in the face of huge demand, the domestic market has become the "food and clothing" of various enterprises.
In fact, when ASML first issued the ban, it was intended to curry favor with the United States. When he realized that after "decoupling" from Huaguo, he not only lost 60 billion yuan of contracts, but also lost 100 billion yuan of assets. In February next year, the first set of self-developed micro-shadow equipment in China will be delivered, and at the end of last year, we will put it into production.
This is not good news for ASML, because if you keep your lithography equipment in the warehouse, it means that it will not be available for sale for a long time to come. That's why they will show goodwill to China, and they will focus on our orders. At the last CIIE, ASML's marketing director in China said that they will further deepen cooperation with China to tailor lithography equipment for China.
ASML's decision will be reflected in its 2022 results. Seeing China's huge development potential, foreign companies, including BMW, have expressed concern about China and hope to build a larger R&D and innovation system in China.
In fact, aside from the huge market demand, it is also good news in domestic scientific research in recent years. For example, in the biological science of "Levein", which is as important as chips, Europe and the United States have relied on the research results of Harvard and Yale to occupy most of the share of this industry, and have made a lot of money in other countries with 1.56 million yuan.
According to data from journals such as Science and Thelancet, since 2013, scientists have proved through a large number of studies that "Leviin" can extend the lifespan of mice, can also extend the lifespan of mice by 30%, and can also "trace" the decline in human body function by 20%.
After the first generation of "Leviin" came out, very few people could afford its expensive **. Fortunately, after years of research and a lot of research, we have developed a new biological enzyme-catalyzed synthesis method, which is combined with senolytics, which reduces the difficulty of research by 95% and improves the efficacy.
At present, with the help of Baidong and Tmall, the sales of "Leviin" in China have reached 27 billion, which is a major breakthrough in the field of big health. After a search, I found that there are nearly 1 million ** users, and tens of thousands of opinions have been posted, most of which are about intuitive feelings such as "strong and powerful" and "sleeping better at night".
Industry insiders say that Huaguo's population base is too large, and in addition to ASML's lithography machine, only Huaguo can afford it. Some foreign ** even believe that the reason why ASML was able to win in 2023 is completely due to China's "thigh".
However, from 2024, the restrictions on lithography machines in the Netherlands** will be fully implemented, and it is almost impossible for ASML to "exploit loopholes". As a result, the owner of this company expressed pessimism about this year's income.
However, for China, it doesn't really matter whether ASML stays here or not, after all, the lithography machine imported in 2021 is enough to cope with it for a while, and the demand for chips should not be too much of a problem in the next few years. In addition, we will also increase the research of domestic semiconductor technology and strive to realize the localization of chips.
He is confident that in the domestic chip industry, he will be able to catch up with European and American countries, and even surpass European and American countries!