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The lithography machine is one of the most important equipments in the production of semiconductor chips. ASML has become a brother in the global lithography machine market, monopolizing the production of high-end optical technology, and is unique in the field of EUV lithography.
The company recently released its Q2 quarterly earnings report, with revenue of 2.74 billion euros in the quarter, up 19.9% year-on-year. In the Q2 quarter, ASML shipped 4 EUV lithography machines, and the proportion of revenue from the mainland market reached 19%. Same as the US market, lower than the Korean market.
In the Q2 quarter of ASML, the revenue of 2.74 billion euros exceeded analysts' expectations. The gross profit margin reached 43.3% in the quarter, which was lower than 48.9% in the previous quarter, but higher than 42.9% in the same period last year.
Net profit for the quarter was $584 million, an increase of 4.8% year-on-year and an increase of 8.2% quarter-on-quarter.
In AMSL’s revenue of 2.74 billion euros, net sales of equipment were 2.068 billion euros, of which EUV lithography machines account for 32%, and mainstream ArF immersion lithography machines account for 49%.
It is worth noting that The mainland region is becoming more and more important in ASML's revenue. In the Q1 quarter, the sales of lithography machines in the mainland accounted for 20%, and the Q2 quarter accounted for 19%, which is the same as the US region and higher than Taiwan.
However, there is still a big gap compared with the 35% share of the Korean region. This shows that although the mainland is catching up with semiconductor chip manufacturing, Korean companies are still strong in the semiconductor field, especially in terms of memory chips, Samsung, SK. Hynix has more than 70% of the global memory share.
In the lithography machine that is shipped, EUV lithography machine shipped 4 units in Q2, one more than expected, with 7 orders in hand, and an order for EUV lithography machine added in Q2. It is expected that EUV lithography machines will be shipped more than the whole year. 20 units, expected to ship more than 30 units in 2019.
There is no doubt that ASML's EUV lithography machines are mainly Samsung, TSMC, Intel and Globalfoundries, but China's SMIC also placed an order this year, ordering an EUV lithography machine, mainly for 7nm process research. , is expected to be delivered in early 2019.
