According to statistics, in November and December 2023, China from the NetherlandsImportsofLithography machineEquipment jumped 10 times year-on-yearImportsThe amount is more than $1.9 billion, letasmlEarn a lot of money,asmlEarlier, it was said that Chinese customers ordered it in 2023Lithography machineDelivered in full. This move has attracted widespread attention in the industry, and China has made a big moveImportsLithography machineWhat is the reason behind it?
First, November ChinaImportsofLithography machineUp to 42 units,Importsthe amount is more than $800 million; November China from the NetherlandsImportsofLithography machineThe amount of equipment further increased to $1.1 billion, so estimated in November from the NetherlandsImportsofLithography machineIt is estimated that it will reach 56 units, a total of two monthsImportsofLithography machineIt reached 98 units, which can be seen from China's purchaseLithography machineThe number is huge. China in a big way from the NetherlandsImportsLithography machineFrom September 2023, at that timeasmlSays it has a license to export 7i for 2000nm to ChinaLithography machine, from which ChinaImportsofLithography machineThe number of the month grew rapidly in ChinaImportsofLithography machineThe amount soared by as much as 18 times, slowed slightly in October, and then increased sharply in November and December, becauseasmlIndicates that the export license is valid until the end of 2023.
in the analysisLithography machineImportsThe reason for the increase in the number of times, industry insiders pointed out that China has made a big moveImportsLithography machine, in addition to the urgent need for the production line, there areChipsEnterprises reserve for future needsLithography machineto avoid not being able to do so in the futureImportsLithography machinedilemma. Lithography machineAsChipsThe core equipment of manufacturing, for:ChipsThe development of the industry is crucial. Therefore,Chinese chipsBusinesses purchase in large quantitiesLithography machine, to lay a solid foundation for its own development, to ensure the next two or three years of production demand. At the same time,Chinese chipsThe breakthroughs made in the industry have also given birth to pairsLithography machineThe huge demand for equipment is driven by thisLithography machineImportsThe surge in numbers.
China is in a big moveImportsLithography machineforasmlBringing rich returns, the results of Q3 2023 show that the Chinese market isasmlIt contributed 46% of revenue, more than quadrupling from its previous low of 8%. It can be seen that if it were not for the doubling of the income obtained from the Chinese market,asmlis set to decline, highlighting that markets outside of China are already significantly reducing purchasesLithography machine, the Chinese market has becomeasmlThe lifesaver that this may beasmlSuddenly permission for China**Lithography machineCauses.
In fact,asmlNot the only company that has demonstrated the importance of the Chinese market to it. United StatesChipsEquipment and materials companies Kelei and Lam Research also announced their Q3 2023 results, showing that the Chinese market contributed more than 40% of their revenue, Kelei's revenue from the Chinese market increased by 50%, and Lam Research Group's revenue from the Chinese market doubled. This indicates that the globeChipsThe equipment industry is very dependent on the revenue generated by the Chinese market. At the same time, globallyChipsThe industry has entered a downward phase, leading to Intel,Samsungand TSMC, among othersChipsManufacturing companies are decreasingChipsEquipment procurement, overseasChipsEquipment companies are facing difficulties. However,Chinese chipsThe industry has maintained its momentum of expansion, which makes the Chinese market more vulnerableChipsIt has become particularly important for equipment companies.
Nowadays,asmlSuddenly the export license was stopped, and it was no longer advanced to Chinese customers **2000iLithography machine。That's rightasmlis a huge blow to its revenue, and its revenue is likely to be significantly larger**. StillasmlWe are still counting on the 10 units of 2nm EUVs that will be mass-produced this yearLithography machineIt can lead to an increase in revenue. However, even 10 units of 2 nmLithography machine's sales are only around $3 billion, which is about the same as the revenue from the Chinese market in Q4 2023. Therefore,asmlincome has been greatly affected.
In the United States tried to be inLithography machineetcChipsIn the context of sanctions against China in terms of equipment,Chinese chipsThe development of the industry has maintained a strong momentum. these yearsChinese chipsThe breakthrough is proof that what the United States has done has inspired on the contraryChinese chipshas made many new breakthroughs. China purchases in large quantitiesLithography machineReserve future demand and reduce pairsImportsThe dependence is embodiedChinese chipsThe industry's determination to cope with the dilemma and maintain its development and technical strength.
To sum up, ChinaLithography machineImportsThe surge in numbers not only givesasmlIt has brought huge benefits and highlighted the global impact of the Chinese marketChipsThe importance of the equipment industry. AlthoughasmlDue to the cessation of travel to China**Lithography machineAnd it was hit to a certain extent, butChinese chipsindustry with the help of the purchasedLithography machineequipment, which has the ability to continue to pushChipsThe development of the industry. The prospects of the Chinese market are still broad for the worldChipsIn terms of industry, China is still a huge market that cannot be ignored.