In 2023, domesticChipsThe self-sufficiency rate of equipment has exceeded 40%, and this figure shows the domesticSemiconductorsThe rapid development of the industry. GloballySemiconductorsIn the market, Chinese companies are gradually emerging, through domestic substitution and technological breakthroughs, domestic productionSemiconductorsThe equipment has achieved remarkable results. However, we must also see that domestic productionSemiconductorsThe equipment still faces many challenges in the field of lithography and needs to be continuously improved.
In recent years, China'sSemiconductorsThe equipment market is showing strong growth. Not only in the domestic market, but also in the international market, Chinese companies are beginning to make their mark in the international market. According to statistics, China will contribute 29% of ASML's revenue in 2023, a huge increase from 14% last year. This series of data shows that factors such as high demand in China, early stockpiling and ASML's priority allocation have contributed to the growth of the Chinese market.
DomesticChipsEquipment companies have also achieved significant performance growth. Taking NAURA and AMEC as examples, their revenue and net profit are expected to increase by 42 percent year-on-year, respectively77%-57.27% and 5344%-76.39%。There are many similar enterprises, domesticSemiconductorsShipments of equipment are also increasing rapidly. According to agency data, it will be domestically produced in 2023SemiconductorsThe self-sufficiency rate of equipment has exceeded 40%, an increase of 15 percentage points compared to 2022.
But it is worth mentioning that in the domestic productionSemiconductorsBehind the success of the equipment, there are still some challenges. Especially in the field of lithography, domestic enterprises are still relatively weak and need to increase efforts for research and development and breakthroughs. However, as expected by SEMISemiconductorsThe manufacturing equipment market will begin to resume growth in 2024 and reach new highs in 2025, with sales expected to reach $124 billion. In this market, Chinese manufacturers have the opportunity to share a larger market share.
First of all, domesticSemiconductorsThe equipment has achieved rapid development by taking the express train of domestic substitution. In recent years, due to the increasingly strict blockade of China from abroad, manyWafersThe company began to prepare spare tires in advance and planned to carry out a comprehensive domestic substitution. This is domesticSemiconductorsEquipment offers tremendous opportunities for growth. On the other hand, domesticSemiconductorsDevices have made technological breakthroughs, with many already reaching 28nm, 14nm, and beyond. This makes it both domestic and foreignWafersFactories have chosen domestic equipment, which has promoted the increase in shipments of domestic equipment.
However, despite the domesticSemiconductorsThe equipment has made remarkable achievements, but we must also see that it still faces great challenges in the field of lithography. Lithography is manufacturingChipsOne of the key links, domestic enterprises are still relatively weak in this area. Therefore, in the future development, it is necessary to increase efforts in technology research and development and innovation.
First of all, with the globeSemiconductorsThe development of the industrySemiconductorsThe equipment market is expected to witness strong growth and reach new highs. In this market, Chinese manufacturers have the opportunity to get a bigger piece of the pie. However, to achieve this goal, domesticSemiconductorsEquipment companies need to continuously improve their technical level, especially in the field of lithography to strengthen innovation. Only with excellent technology and reliable product quality can we be in the fierceMarket competitionin a favorable position.
On the other hand, domesticSemiconductorsEquipment companies need to pay attention to the changes in the global market and demand trends, and adjust the product structure and development strategy in a timely manner. Different countries and regionsSemiconductorsThere are differences in equipment needs and standards, therefore, enterprises need to flexibly respond to market demand, diversify product structure, expand diversified market channels, and further enhance competitiveness.
In addition, domesticSemiconductorsEquipment enterprises should also strengthen cooperation with universities and scientific research institutions at home and abroad, increase technology research and development, and improve independent innovation capabilities. At the same time, strengthen the cultivation and introduction of talents, attract more outstanding scientific research talents and technical talents, for:SemiconductorsThe development of the industry provides strong support.
In 2023, domesticChipsBehind the self-sufficiency rate of more than 40% of the equipment is ChinaSemiconductorsThe rapid rise of the industry. DomesticSemiconductorsThe equipment has achieved remarkable results through domestic substitution and technological breakthroughs. However, there are still some shortcomings in the field of lithography, and it is necessary to increase innovation and R&D. Looking to the future, domesticSemiconductorsThe equipment is facing a situation where opportunities and challenges coexist. Only by continuously improving the technical level, paying attention to market demand, strengthening cooperation and innovation, and making domestic productionSemiconductorsEquipment companies can achieve greater success in the global market.