asmlAs the only company in the world that produces high-endEUV lithography machineof manufacturers, monopolizing this market, its ability to make money is extremely strong. And whereasDUV lithography machineField,asmlIt also occupies an absolute dominant position. According to foreign media reports, last yearasmlThe total sales are as high as 2755.9 billion euros, which is a lot of money. This achievement was helped by the export control regulations of the United States**, which made customers in Chinese mainland rush to buy in the fourth quarter of 2024asmlofLithography machineEquipment. It can be seen from this that the "divine assistance" of the United States is forasmlThe improvement of performance played a crucial role.
asmlThe reason for such high profits is not only due to its technological advantages and market monopoly position, but also due to the restrictive measures of the United States. asmlofLithography machineThe products occupy a dominant position in the global market and are widely usedChipsDuring the manufacturing process. withSemiconductorsThe continued development of the industry and the growth of demand, rightasmlLithography machineThe demand is also increasing. Due to its technological leadership and scarcity,asmlAble to sellLithography machineand enjoy the higherProfitRate. In addition,asmlAdditional revenue is also generated through the provision of technical services, after-sales support, and licensing fees.
It is worth mentioning that an agreement was reached between the United States and the Netherlands, which strengthened the subordinationEUV lithography machinetoDUV lithography machineexport controls. This move led to a rush of buying by Chinese mainland customers in the fourth quarter of 2024asmlLithography machineequipment, which China imported from the Netherlands only in December last yearLithography machineThe value of equipment increased by 1,000% to $1.1 billion. The industry generally believes that Chinese customers are placing large numbers of orders in order to seize the last opportunity before the license expiresasmlIt has also increased its capacity for the Chinese marketLithography machineOutlet. This also means that U.S. export control measures are for:asmlIt is a shot in the arm that has helped it achieve outstanding results in 2023.
However,asmlIt should not be overly optimistic. Although last year's income was not good, but due to the part of the high-endDUV lithography machineThe license has expiredasmlIt will be difficult to get more high-end from Chinese mainland in the futureDUV lithography machineOrders. And Chinese customers are not able to buy itasmlLithography machineIn the case, it may be purchased through other channels, or increase independent research and development to promote domestic productionLithography machinedevelopment. Once independently developed in ChinaLithography machineSubstitutions are availableasmlthe ability to continue to deliverLithography machineIt becomes less important, and the export controls of Western countries will no longer work, thus affectingasmlsales performance. asmlAware of the importance of the Chinese market, we have been fighting for export licenses. However, with the gradual lapse of the license,asmlThe road ahead needs to be further observed and explored.
Looking back on the past year, 2023 is for:asmlIt was a very successful vintage. According toasmlAccording to the published data, its net sales reached 2755.9 billion euros, up 30 percent year-on-year. Gross marginReached 513%, netProfitUp to 783.9 billion euros, equivalent to 61 billionRMB。And what's even more remarkable is thatasmlThe backlog of orders is as high as 39 billion euros, or more than 300 billionRMB。This indicatesasmlThere will be a stable income in the future business**, and as long as the production capacity is increased, there will be no shortage of opportunities to make money.
asmlThe remarkable results achieved in 2023 are inseparable from its technological advantages and market monopoly position. Over the past few years,asml's financial statements hit record highs almost every quarter. Behind this brilliant record, it comes fromSemiconductorsThe continued development of the industry and the growth of demand have also benefited from:asmlAsLithography machineThe market position occupied by the industry leader.
asmlofLithography machineYesSemiconductorsAn indispensable device in the manufacturing process for projecting circuit patterns ontoChipsAbove. Due toSemiconductorsThe rapid development of the industry and technological progress on high qualityLithography machineDemand has been increasing. WhileasmlIt is with its technological advantages and unique products that it successfully meets the needs of the market.
As unique in the industry,asmlAble to sell in **Lithography machineand enjoy the higherProfitRate. Gross marginof reached 513% indicatedasmlThe price of the product is reasonable, and its ability to control costs is very strong. In addition,asmlProfitability was further improved through additional revenue from technical services, after-sales support and licensing fees.
In 2023, the contribution of the Chinese market cannot be ignored. With ChinaSemiconductorsThe rapid development of the industry, rightLithography machineThe demand is increasing day by day, and China has becomeasmldevelopment of important markets. asmlWith deep technical accumulation and rich market experience, we can provide high-quality products and professional services, so we have made great progress in the Chinese market.
However, as mentioned earlier, thoughasml2023 has been a year of impressive results, but there are still certain challenges. Especially Chinese mainland customers buy in the futureasmlLithography machinewill face difficulties, which may push them to look for alternatives or focus on domestic productionLithography machine。ForasmlHow to deal with this challenge and further consolidate its market position will be the next step to solve.
asmlThe stellar results achieved in 2023 are impressive, however, the company still faces some challenges and uncertainties. First of all, Chinese mainland customers are unable to buyasmlLithography machineIn the case, it may look for other purchase channels, or increase independent research and development efforts to promote domestic productionLithography machinedevelopment. This may be trueasml's market share and sales have caused a certain impact.
Secondly,asmlThe issue of export licenses after 2024 cannot be ignored. With part of the high-endDUV lithography machineThe license expiresasmlIt will be more difficult to obtain a license again. If an export license cannot be obtainedasmlsales will be limited, affecting itProfitand market competitiveness.
However, despite the challenges,asmlIt still has broad prospects for development. On the one hand, the global pairSemiconductorsThe demand continues to grow, especially with the rapid development of artificial intelligence, cloud computing, Internet of Things and other fieldsChipsThe demand is constantly increasing. This will be:asmlProvide ongoing demand and orders. On the other hand,asmlAsLithography machineA leader in the industry, with leading technology and scarce products, and a competitive advantage that is difficult for competitors to shake. With the support of such strong technical strength and market monopoly,asmlIt is expected to continue to maintain a trend of high profits.
In addition,asmlIt is also actively seeking breakthroughs and improvements. Closely related to the importance of the Chinese marketasmlWe have been seeking export licenses and hope to continue exporting to the Chinese marketLithography machine。Despite the current restrictions to giveasmlBrings new challenges, howeverasmlWe are still working hard to promote cooperation with China and look for long-term and stable development opportunities.
In summary,asmlAsLithography machineThe leader of the industry, supported by technological superiority and a monopoly in the market, has a very strong ability to make money. Despite some challenges and uncertainties, butasmlBy continuously increasing production capacity, seeking cooperation and expanding the market, it still has broad development prospects. withSemiconductorsThe continuous development of the industry and the continuous increase in demandasmlThere is a chance to continue to earn high in the future.