In 2023, the world's top five chip equipment manufacturers will be crazy to China to make money
China is the world's largest consumer of chips, and China consumes about 1 3 of the world's chips.
China is also the world's largest importer of chips, importing more than 300 billion yuan of chips from the United States every year, which is why China has been working hard to increase its own chip production, rather than relying on imports.
The manufacture of chips requires the consumption of a large number of semiconductor devices, and now the world's semiconductor devices are basically in the hands of Japan, the United States and the Netherlands.
In recent years, China has imported a lot of semiconductor equipment from the United States, Japan, and the Netherlands, which has made them a lot of money, and according to statistics, by 2023, the world's top five semiconductor equipment companies have made a fortune in China.
Taking lithography giant ASML as an example, its revenue in Chinese mainland will account for 14% in 2022 and 29% in 2023, almost doubling by 1 3.
In the fourth quarter of this year, China contributed 44% of the profits, nearly half of which came from China. In the whole of 2023, the Chinese market accounted for 27% of the company's revenue, also setting a new record.
If you look at AM Researc in the United States, it accounted for 48% of its revenue in China in the third quarter, nearly 50 percent, and more than 40 percent in the fourth quarter, which means that China's revenue will reach more than 35%.
Looking at KLA in the United States, China's share of the company's total revenue reached a record high of 43%, as of September 30, 2023.
Japan's largest semiconductor equipment manufacturer, Tokyo Electron, also known as Tokyo Electron, derives its revenue from China, and in the first quarter, about 40% of its revenue will remain above 40% in the second and fourth quarters.
Chinese mainland brings 44% of TEC's revenue, which means that nearly half of NEC's revenue comes from the Chinese market.
In other words, by 2023, all semiconductor companies will make a lot of money in China.
What's going on? There are many of them, first, China is expanding production capacity and establishing a new chip production line, and there is a great demand for semiconductor equipment.
On the other hand, China's chip factories are also preparing for future development, and they will give priority to the purchase of those restricted equipment, and these equipment will be purchased on a large scale before 2022.
By 2024, as the ban is lifted, China will have fewer and fewer orders for them, and their life will not be easy.