asmlAs the world's leadingLithography machinemanufacturers, whose earning power is very strong. Due toasmlMonopolizedEUV lithography machinemarket, becoming the only one able to produce high-endEUV lithography machineTherefore, the demand for this part of the technology in the market can only passasmlto meet. In addition, inDUV lithography machineField,asmlIt also dominates. Therefore, as long asasmlGuaranteedLithography machineThe production capacity of the order is continuous.
At the same time,asmlofLithography machineThe product is inSemiconductorsIt occupies a dominant position in the manufacturing industry and is widely usedChipsDuring the manufacturing process. Lithography machineYesSemiconductorsAn indispensable device in the manufacturing process for projecting circuit patterns ontoChipson, it has always beenSemiconductorsOne of the core technologies of the industry.
asmlThe earning power is mainly due to its technological advantages and market monopoly position. Due toasmltechnology is leading and scarce, so it can be sold at a higher **Lithography machineand get higherProfitRate. In addition,asmlAdditional revenue is also generated through technical services, after-sales support, and licensing fees.
It is worth mentioning that, according toasmlAccording to published data, in 2023asml's net sales reached 2755.9 billion euros, equivalent to about 214.7 billion yuanRMB, a year-on-year increase of 30%. At the same time,asmlThe gross margin was 513%, netProfitReached 783.9 billion euros, equivalent to about 61 billion yuanRMB。These data show:asmlThe past year has achieved impressive results.
In addition,asmlIt is also facing a large backlog of orders, amounting to 39 billion euros. This means:asmlMore than 300 billion yuan has been obtainedRMBThe delivery of this part of the order will beasmlBring more benefits in 2024. As long as the production capacity is increased,asmlYou can rest assured that you will be able to meet the days of making money in the future.
asmlThe reason why it can achieve outstanding results in 2023 has a certain relationship with the restrictions in the United States. According to the agreement between the United States and the Netherlands, fromEUV lithography machinetoDUV lithography machinehave added export control rules, which has led to customers in Chinese mainland placing orders in the fourth quarter of 2024, hoping to snap up before the license expiresasmlofLithography machine
The data shows that in December last year alone, China imported from the NetherlandsLithography machineThe amount of equipment reached 1.1 billion US dollars, a year-on-year increase of 1,000%. It is generally believed in the industry that in the context of export controls, Chinese customers are actively placing orders in order to obtain the required equipment as soon as possible before the license expires, and it is also rightasmlMass-produced response.
In this case,asmlIntensified in the Chinese marketLithography machineExport volume. Although last yearasmlThe income has been expensive, but due to the part of the high-endDUV lithography machineThe license has expired, which makes itasmlIt's not too early to be optimistic about the future.
In addition, it is not available for Chinese customersasmlofLithography machine, may find other channels or increase independent research and development, and then promote domestic productionLithography machinedevelopment. Once independently developed in ChinaLithography machineSubstitutions are availableasmlLithography machinecapacity, thenasmlWhether or not to ship will no longer matter so much, and the restrictions imposed by Western countries will resolve themselves. If by that time the Netherlands no longer exportsLithography machine, it will be themselves who will lose. Therefore,asmlKnowing the importance of the Chinese market, we have been fighting for export licenses. But with the expiration of some licensesasmlThe next road of development has to be taken step by step.
asmlAs the world's leadingLithography machinemanufacturers, whose earning power is very strong. MonopolyEUV lithography machineMarket, dominantDUV lithography machinefield, as well as technological superiority and market monopoly, areasmlAn important reason for the ability to make money. According to the 2023 financial report data,asmlNet sales increased by 30% year-on-yearProfitMore than 7.8 billion euros. In addition,asmlIt is also facing more than 300 billion yuanRMBof backlogs.
The U.S. and Dutch restrictions are also rightasmlIt brings benefits. Chinese customers are actively placing orders under the restriction rules and want to buy before the license expiresLithography machine。In this case,asmlIntensified in the Chinese marketLithography machineExport volume. However, part of the high-endLithography machineThe license has expired, which also makes itasmlIt remains to be seen what the future holds.
In general,asmlIt excels in earning power, but at the same time faces the risk of technological competition and market constraints. With China inSemiconductorsThe independent research and development capabilities in the manufacturing field are constantly improvingasmlIt is necessary to continuously maintain technological advantages and market competitiveness in order to continue to earn lucrativelyProfit