asmlAsLithography machineA giant in the manufacturing industry, itsLithography machineThe product occupies a dominant position in the market. Lithography machineIt is an indispensable device in the semiconductor manufacturing process and is used to project circuit patterns onto chips. Due to the continuous development and demand growth in the semiconductor industry,asmlofLithography machineDemand is also increasing. This is tooasmlOne of the reasons why its annual and quarterly earnings reports have hit record highs over the past few years. asmlThe earning power mainly comes from its technological advantages andMarket monopolyStatus. Due to its technological leadership and scarcity,asmlAble to ***Lithography machineand enjoy the higherProfitRate. In addition,asmlAdditional revenue is also generated through technical services, after-sales support, and licensing fees.
In addition,asmlIt's still thereLithography machineThe field is monopolizedEUV lithography machineMarket. As the only capable of producing high-endEUV lithography machineof the manufacturer,asmlIt has an absolute competitive advantage in this part of the market. In other words,asmlIt is the only one capable of manufacturing and selling high-endEUV lithography machineof companies. EUV lithography machineIt is an important technology for the development of the semiconductor industry, and winning the monopoly position in this market makesasmlInLithography machineThe market continues to earn huge sumsProfit
According toasmlAccording to published data, in 2023asml's net sales reached 2755.9 billion euros, equivalent toRMBabout 214.7 billion yuan, a year-on-year increase of 30%. This data doesn't just tellasmlThe continued growth in sales also reflects the high demand from the semiconductor industry. asmlThe gross profit margin also reached 513%, netProfitUp to 783.9 billion euros, equivalent to 61 billion yuanRMB。This huge netProfitFurther proofasmlAsLithography machineThe earning power of the manufacturer is very strong.
What's more,asmlThe backlog of orders already stands at 39 billion euros. This means:asmlThere are more than 300 billion yuanRMBof orders have not yet been delivered, and the amount of this order exceeds its net sales for a year. The existence of this part of the order is:asmlIn the future, the operation provides a guarantee, as long as the production capacity is increased, there is no need to worry about nothingProfitEarnable. This is tooasmlA big reason to be able to deliver a great list of achievements in 2023.
asmlThe reason why we can achieve such good results in 2023 has a certain relationship with the restrictive policies of the United States. According to the agreement between the United States and the Netherlands, rightEUV lithography machinewithDUV lithography machineAll have increased export control rules, causing Chinese mainland customers to place orders frantically in the fourth quarter of 2024. Only in December last year, China imported from the NetherlandsLithography machineThe value of equipment increased by 1,000% to $1.1 billion. Although this is the result of Chinese customers seizing the time to place orders in the context of export control, it also makes itasmlExports to the Chinese market have been increasedLithography machinequantity.
However,asmlIt is uncertain whether it will benefit from this trend in the long term. Due to the part of the high-endDUV lithography machineThe license has expired to makeasmlAfter the backlog of orders from Chinese mainland is basically delivered, it is difficult for Chinese customers to get from itasmlBuy high-endDUV lithography machine。This will force Chinese customers to find other purchase channels, or increase independent research and development to promote domestic productionLithography machinedevelopment. Once China's self-developedLithography machineSubstitutions are availableasmlLithography machinecapacity,asmlWhether you can continue to sellLithography machineIt will not be so important, the restrictions of the West will be self-defeating. By that time, if the Netherlands does not exportLithography machine, it will be themselves who will lose.
asmlAsLithography machineA giant in the field with a strong ability to continue to make money. Its technical advantagesMarket monopolystatus and importance to the Chinese marketasmlThe key factors in winning the outstanding results of the financial report. However, with the United States pairedLithography machineExport restriction policy,asmlThere may be some potential risks. How to deal with this challenge,asmlSmart strategic adjustments are needed to secure licenses and look for additional growth opportunities. Self-developed in ChinaLithography machinedevelopment and the uncertainty of the international environmentasmlYou need to strive to maintain your technological advantage and market competitiveness so that you can continue to succeed and grow in the industry. With the rapid development of the semiconductor industry,asmlThere is still great potential and opportunity for future performance.