ASML报告了第三季度的28亿欧元的销售额,预计4亿欧元的销售额为4亿欧元

ASML看到2019年的进一步增长

新闻稿 -Veldhoven,荷兰,2018年10月17日

ASML Holding N.V.(ASML)今天发布其2018年第三季度结果。

  • 第三季度净销售额为27.8亿欧元,净收入欧元6.8亿欧元,毛利率为48.1%
  • ASML预计2018年第四季度的净销售额约为30亿欧元,毛利率约为48%
(除非另有说明,否则数百万欧元的数字) 2018年第一季度 2018年第三季度
净销售 2,740 2,776
...其中安装了基础管理销售1 654 695
新的光刻系统销售(单位) 50 51
售出的光刻系统(单位) 8 2
净预订2 1,952 2,200
毛利 1,187 1,336
毛利率(%) 43.3 48.1
净利 584 680
EPS(基本;以欧元为单位) 1.37 1.60
最终季度现金和现金等效物以及短期投资 2,980 2,948
1安装的基础管理销售等于我们的净服务和现场期权销售。
2网络预订不包括高NA EUV订单。第三季度预订包括1个EUV系统,将运送到合作研究中心(IMEC),该系统将在收入中不得到认可。
美国GAAP合并操作说明的完整摘要在www.porsat.com上发布。

首席执行官声明

“我们的第三季度销售额是预期的,我们预订了价值22亿欧元的系统订单。我们的毛利率略高于我们的期望,这反映了我们的DUV和应用程序业务的实力以及EUV盈利能力的进步。


我们在第三季度为五个EUV系统的收入发货并确认了收入。此外,我们收到了五个EUV订单。我们预计今年将总共运送18个EUV系统。我们的2019年发货计划是30个系统,因为第一批客户将使用EUV开始大量生产。我们在执行路线图方面取得了重大进展,加速了更高生产率系统NXE:3400C的引入,每小时提供超过155瓦夫。该系统的运输预计将于2019年下半年开始。


目前,我们在2019年对我们的逻辑和内存产品的需求强劲,这支持了逻辑客户的高级节点生产计划。在记忆细分市场中,我们看到了第三季度订单的摄入量的强劲动力,” ASML总裁兼首席执行官Peter Wennink说。


Q3产品亮点
  • 在我们的EUV计划中,所有运送给客户的系统都符合大型制造的规格。EUV系统可用性的进展支持我们的客户宣布的EUV坡道。
  • 在我们的DUV光刻业务中,Twinscan NXT:2000i的引入市场正在取得重大进展,并将用于7纳米逻辑和高级DRAM节点中的大量制造。此外,强大的格林菲尔德投资(在中国和其他地区)将导致对ASML在所有波长中干燥的双胞胎扫描仪的巨大需求。
  • 在我们的应用业务中,我们已经看到了3D NAND制造中的Fardstar 375。

外表

对于2018年第四季度,ASML预计净销售额约为30亿欧元,毛利率约为48%。研发费用约为4.2亿欧元,SG&A成本约为1.35亿欧元。我们的目标有效年度税率约为14%。


更新共享回购计划

作为ASML的财务政策的一部分,将超额现金通过股息和定期定时的股票回购向股东退还给股东,2018年1月,ASML宣布打算在2018 - 2019年期间购买多达25亿欧元的股份。ASML打算在回购后取消这些股票,但最多240万股将用于涵盖员工股票计划。


截至2018年9月30日,ASML已根据该计划收购了470万股股票,总额为8.01亿欧元。


当前的程序可以随时暂停,修改或中断。该计划下的所有交易都是在ASML网站上发布每周。


投资者和媒体电话会议

首席执行官Peter Wennink和CFO万博亚洲ios手机客户端 Roger Dassen将于2018年10月17日15:00中欧时间 /美国东部时间上午15:00举办一次对投资者和媒体的电话会议。要注册呼叫并接收拨入信息,请点击下面的链接。也可以通过www.porsat.com获得聆听访问。


manbext手机官网


ASML是世界领先的芯片制造设备制造商之一。我们的愿景是一个世界上无处不在的半导体技术的世界,并有助于应对社会最艰难的挑战。万博manbetx官网登录我们通过创建产品和服务来为这一目标做出贡献,使芯片制造商定义了集成电路的模式。我们不断提高产品的能力,使客户能够提高价值并降低芯片成本。通过帮助使芯片更便宜,更强大,我们帮助使半导体技术对更大的产品和服务更具吸引力,这反过来又可以在医疗保健,能源,移动性和娱乐等领域取得进展。万博manbetx官网登录ASML是一家跨国公司,在16个国家 /地区的6万博苹果手机客户端0个城市设有办事处,总部位于荷兰Veldhoven。我们雇用了22,000多名工资和灵活合同(以全职等效表示)。ASML在符号ASML下以Euronext Amsterdam和Nasdaq在EuroNext上进行交易。有关ASML,我们的产品和技术以及manbext手机官网职业机会的更多信息万博manbetx官网登录www.porsat.com

美国GAAP财务报告


ASML的季度收益发行和年度报告的主要会计标准是美国GAAP,这是美国普遍接受的会计原则。可在www.porsat.com


截至2018年9月30日,ASML Holding N.V.的合并资产负债表,相关的合并运营声明和本季度的现金流量和合并现金声明,截至2018年9月30日截至2018年9月30日的新闻稿中,未经审计。截至2018年第三季,我们将仅根据欧盟通过的IFRS发布财务报表,并在我们的临时和年度报告所需的范围内发布。

受监管的信息


本新闻稿包含内部信息,范围内的欧盟市场滥用法规第7(1)条的含义。

前瞻性语句


本文档包含有关某些预测,业务趋势和其他前瞻性的陈述,包括有关预期趋势和前景,预订,预期财务结果和趋势的陈述,包括预期销售,EUV收入,毛利率,R&D和R&D和SG&A expenses, and target effective annualized tax rate, and expected financial results and trends for the rest of 2018 and 2019, expected revenue growth and demand for ASML’s products in logic and memory, trends in DUV systems revenue and Holistic Lithography and installed based management revenues, expected industry trends and expected trends in the business environment, statements with respect to the commitment of customers to insert EUV into volume manufacturing by ordering systems, statements with respect to roadmap acceleration, including the introduction of higher productivity systems in 2019 (including the expected shipment of NXE:3400C and expected timing thereof) and the expected benefits, ASML’s commitment to volume manufacturing and secure system performance, shipments, and support for volume manufacturing, including availability, progress supporting EUV ramp and improving consistency, productivity, throughput, and production and service capability enabling required volume as planned, including expected shipments (including expected EUV shipments in Q4 2018 and the full year and planned EUV shipments in 2019), statements with respect to the expected benefits of the introduction of the new DUV system and expected demand for such system, the expected benefits of HMI’s e-beam metrology capabilities, including the expansion of ASML’s integrated Holistic Lithography solutions through the introduction of a new class of pattern fidelity control, shrink being a key driver supporting innovation and providing long-term industry growth, lithography enabling affordable shrink and delivering value to customers, DUV, Holistic Lithography and EUV providing unique value drivers for ASML and its customers, the expected continuation of Moore’s law and that EUV will continue to enable Moore’s law and drive long term value for ASML beyond the next decade, intention to return excess cash to shareholders through stable or growing dividends and regularly timed share buybacks in line with ASML’s policy, statements with respect to the share repurchase plan for 2018-2019, including the intention to use certain shares to cover employee share plans and cancel the rest of the shares upon repurchase, and statements with respect to the expected impact of accounting standards. You can generally identify these statements by the use of words like "may", "will", "could", "should", "project", "believe", "anticipate", "expect", "plan", "estimate", "forecast", "potential", "intend", "continue", "targets", "commits to secure" and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about the business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions, product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, including the impact of general economic conditions on consumer confidence and demand for our customers’ products, competitive products and pricing, the impact of any manufacturing efficiencies and capacity constraints, performance of our systems, the continuing success of technology advances and the related pace of new product development and customer acceptance of and demand for new products including EUV and DUV, the number and timing of EUV and DUV systems shipped and recognized in revenue, timing of EUV orders and the risk of order cancellation or push out, EUV production capacity, delays in EUV systems production and development and volume production by customers, including meeting development requirements for volume production, demand for EUV systems being sufficient to result in utilization of EUV facilities in which ASML has made significant investments, potential inability to successfully integrate acquired businesses to create value for our customers, our ability to enforce patents and protect intellectual property rights, the outcome of intellectual property litigation, availability of raw materials, critical manufacturing equipment and qualified employees, trade environment, changes in exchange rates, changes in tax rates, available cash and liquidity, our ability to refinance our indebtedness, distributable reserves for dividend payments and share repurchases, results of the share repurchase plan and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F and other filings with the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We do not undertake to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.

联系信息

  • 卢卡斯·范·格林文(Lucas Van Grinsven)
  • 沟通主管
  • +31 610 199 532
  • Brittney Wolff Zatezalo
  • 企业传播经理美国
  • +14084833207
  • 克雷格·德·杨(Craig de Young)
  • 首席投资者关系亚洲
  • +852 2295 1168