强大的DUV需求推动了稳定的Q1结果,并确认了2018年的积极前景

包括高NA在内的多个EUV订单表明了EUV技术的进一步采用万博manbetx官网登录

新闻稿 -Veldhoven,荷兰,2018年4月18日

ASML Holding N.V.(ASML)今天发布其2018年第一季度结果。


  • 第一季度的净销售额为22.9亿欧元,净收入5.4亿欧元,毛利率为48.7%
  • ASML预计2018年第2季度的净销售额在25亿至26亿欧元之间,毛利率约为43%,反映出EUV销售的大幅增长
(除非另有说明,否则数百万欧元的数字) 2017年第四季度(1) 2018年第1季度
净销售 2,561 2,285
...其中安装了基础管理销售(2) 606 617
其他收入(共同投资计划) 24 0
新的光刻系统出售(单位) 48 48
用过的光刻系统出售(单位) 9 1
净预订(3) 2,935 2,442
毛利 1,156 1,113
毛利率(%) 45.2 48.7
净利 644 540
EPS(基本;以欧元为单位) 1.50 1.26
最终季度现金和现金等效物以及短期投资 3,288 3,194
1截至2018年1月1日,ASML采用了新的收入确认标准(ASC 606)和租赁标准(ASC 842)。尚未对第四季度数字进行调整以反映会计政策中的这些变化。
2安装的基础管理销售等于我们的净服务和现场期权销售。
3预订不包括高NA EUV订单。
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

“我们的第一季度销售比预期的要强大,我们的毛利率超出了我们的指导,主要是由DUV和整体核心产品的数量和组合驱动的。在本季度,我们配备了三个EUV系统,并且正在此过程中有一个额外的系统。发货。我们的EUV业务的持续增长得到了NXE的9个订单:Q1中的3400B EUV系统。客户已公开讨论将EUV带入今年年底。我们将支持此发布。计划在2018年运输20个EUV系统,并在2019年至少有30个系统的生产能力。此外,关于下一代EUV平台High-NA,我们收到了三个客户的前四个订单,我们还出售了选项to buy eight more systems. High-NA is an extension of EUV lithography and will enable geometric chip scaling beyond the next decade, offering a resolution and overlay capability which is 70% better than today’s most advanced EUV systems," said ASML President and Chief Executive Officer Peter Wennink.


“总而言之,我们看到了一个良好的开始,我们重申了我们对2018年持续增长的期望,无论是在销售和盈利能力方面。”


Q1产​​品亮点
  • 在我们的DUV业务中,我们最新的NXT机器表明能力超出了每天6,000瓦利的生产力里程碑,平均生产率在12个月内平均提高5%,从而支持我们的客户的价值要求。
  • 在我们的整体光刻产品组合中,我们已经发货了多个基于电子束的模式保真度计量系统(EPFM5),这些模式计量系统(EPFM5)提供了高分辨率能力以检测系统缺陷。这项创新将ASML的电子束计量与其计算光刻软件软件相结合,将使在生产环境中向光刻扫描仪提供基于电子束的反馈。我们还展示了多个电子梁的概念证明,以进一步提高电子束计量的生产率并扩大大量生产中的应用机会。
  • 我们的EUV平台的吞吐量继续改善,在客户站点(基于ASML的接受测试程序 - ATP进行测试),每小时超过125个晶圆的量表,达到了生产力里程碑,同意我们的客户。我们还在ASML展示了每小时140个晶圆。

外表

对于2018年第二季度,ASML预计净销售额在25亿至26亿欧元之间,毛利率约为43%,反映出EUV销售额的显着增加,R&D成本约为3.75亿欧元,SG&A约11500万欧元,约为11500万欧元百万。我们的目标有效年度税率约为14%。


股息建议

ASML已向2018年股东年度股东大会提交了一项提案,以宣布2017年的股息为每股1.40欧元(总额约为6亿欧元),而平均股票的股息为1.20欧元。关于2016年。


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4月1日,ASML已根据该计划收购了100万股股票,总额为1.7亿欧元。


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 Wolfgang Nickl将在15:00中欧时间 /美国东部时间上午15:00主持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。


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ASML是世界领先的芯片制造设备制造商之一。我们的愿景是启用负担得起的微电子,以改善生活质量。为了实现这一目标,我们的使命是为半导体行业发明,开发,制造和服务高科技,计量和软件解决方案。万博manbetx官网登录ASML的指导原则正在延续摩尔的定律,以较小,更便宜,更强大,更节能的半导体。这导致了越来越强大且有能力的电子产品,使世界能够在包括医疗保健,技术,通信,能源,流动性和娱乐活动在内的许多领域中进步。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20,000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和IFRS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。美国季度美国GAAP合并的运营声明,现金流量和合并资产负债表的合并陈述以及欧盟('ifrs')从美国GAAP到IFRS的净收入和解,可在www.porsat.com


在合并资产负债表中的比较数字,相关的合并经营报表和本季度结束的现金流量的合并表明和合并的现金报表,而无需考虑新的会计标准ASC 606 ASC 606-与客户的合同和ASC 842---842--租赁。


除了根据美国GAAP报告财务数据外,ASML还根据法定目的报告了IFRS的财务数据。US GAAP与影响ASML的IFR之间的最大差异涉及某些产品开发成本的资本和所得税的计算。ASML的季度IFRS合并损益声明,现金流量的合并声明,财务状况合并声明以及从美国GAAP到IFRS的净收入和解,可在www.porsat.com


在合并的财务状况声明中,相关的损益或损失的合并声明以及结束季度的现金流量的合并声明,而无需考虑新的会计标准IFRS 15-与客户的合同收入和IFRS 16-租赁。


截至2018年4月1日,ASML持有N.V.的合并资产负债表,截至2018年4月1日截至2018年4月1日的新闻稿中,相关的合并运营声明和现金流量的合并表明未经审计。

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费用以及2018年第一季度的年度有效税率,以及预期的2018年全年财务业绩和趋势,包括预期2018年销售和盈利能力的持续稳定增长,ASML和EPS潜在的年收入机会2020with significant further growth potential into the next decade, expected industry trends and expected trends in the business environment, statements with respect to the intent of customers to insert EUV into volume manufacturing, ASML’s commitment to secure system performance, shipments, and support for volume manufacturing, including availability, productivity, throughput, shipments and the ability to support a growing installed base, including timing of shipments (including planned EUV shipments in 2018 and production capacity in 2019), statements with respect to orders, including High-NA system orders and options, the expected benefits (and performance commitments) of High-NA, including securing ASML’s lithography roadmap beyond the next decade, lower costs per function by improving imaging, overlay and productivity, increased numerical aperture of the new optical system on High-NA systems, targeted throughput and the new product portfolio resulting from the addition of High-NA, statements with respect to the DUV productivity milestone, the benefits of HMI’s e-beam metrology capabilities, including the introduction of a new class of pattern fidelity control, the reduction of measurement time, the benefits of combining ASML’s e-beam metrology with computational lithography software and the potential introduction of multiple e-beams in one system and multi-beam enabling further throughput scaling, shrink being a key driver supporting innovation and providing long-term industry growth, lithography enabling affordable shrink and delivering value to 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 our policy, statements about our proposed dividend, dividend policy and intention to repurchase shares and 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. 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, conditions included in system orders and the risks that systems are not shipped pursuant to orders or as expected because conditions are not met or for any other reason, performance of our systems, the continuing success of technology advances and the related pace of new product development and customer acceptance of new products including EUV, the number and timing of EUV systems expected to be shipped and recognized in revenue, actual 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, 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

  • Brittney Wolff Zatezalo
  • 企业传播经理美国
  • +14084833207
  • 彼得·齐格(Peter Cheang)
  • 首席投资者关系亚洲
  • +886 3 6596771