ASML报告净销售额为140亿欧元,2020年净收入36亿欧元

由于逻辑需求强劲和记忆中的恢复,预计将在2021年持续增长

Press release -Veldhoven,荷兰,2021年1月20日

如今,ASML Holding NV(ASML)已发布其2020年第四季度和完整的成绩。

  • 第四季度净销售额为43亿欧元,毛利率为52.0%,净收入为14亿欧元

  • Q4净预订42亿欧元

  • 2020年净销售额为140亿欧元,毛利率为48.6%,净收入为36亿欧元

  • ASML预计第1季度的2021年净销售额在39亿至41亿欧元之间,毛利率在50%至51%之间

  • ASML打算宣布2020年以上的总股息为每股2.75欧元(增加15%)

(除非另有说明,否则数百万欧元的数字) Q3 2020 Q4 2020 2019财年 2020财年
净销售 3,958 4,254 11,820 13,979
...其中安装了基础管理销售1 862 1,056 2,824 3,662
新的光刻系统销售(单位) 57 73 203 236
售出的光刻系统(单位) 3 7 26 22
净预订2 2,868 4,238 11,740 11,292
毛利 1,881 2,212 5,280 6,798
毛利率(%) 47.5 52.0 44.7 48.6
净利 1,062 1,351 2,592 3,554
EPS(基本;以欧元为单位) 2.54 3.23 6.16 8.49
最终季度现金和现金等效物以及短期投资 4,408 7,351 4,718 7,351

(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)我们的系统网预订包括已接受书面授权的所有系统销售订单(用于不包括高NA系统的EUV)。

Numbers have been rounded for readers' convenience. A complete summary of US GAAP Consolidated Statements of Operations is published on www.porsat.com

首席执行官声明和前景

"Our fourth-quarter sales came in at €4.3 billion, which is above our guidance. This was mainly due to additional DUV shipments and upgrade opportunities. We shipped nine EUV systems and recognized revenue for eight systems in the fourth quarter. Our fourth-quarter net bookings came in at €4.2 billion, including €1.1 billion from EUV systems (net six units).


“当年的净销售额为140亿欧元,其中包括31个EUV系统的45亿欧元。对于ASML,2020年是销售和盈利能力增长的一年。


“在2021年,我们期望由强劲的逻辑需求和记忆力持续恢复驱动的又一年的增长。数字基础设施和持续的技术创新与消费者,汽车和工业市场以及整个产品的驱动需求有关万博manbetx官网登录Portfolio,” ASML总裁兼首席执行官Peter Wennink说。


ASML预计,第一季度收入在39亿至41亿欧元之间,毛利率在50%至51%之间,研发成本为6.2亿欧元,SG&A成本为1.65亿欧元。预计2021年的年度有效税率预计在14%至15%之间。


产品和业务亮点

  • 在我们的EUV业务中,我们庆祝了第100届EUV系统发货的里程碑。到2020年底,在我们的EUV安装基地上暴露了2600万晶片,其中第四季度有900万。


  • 在我们的DUV业务中,我们专注于满足客户对所有DUV系统的需求不断增长,并优化工厂容量,减少安装周期时间并支持现场的工具,以最大程度地生产率。虽然第一个NXT:2050i系统需要长达120天的构建,但在去年年底,我们已经显示了过去五个系统中60天的构建时间能力。

    我们还在NXT平台(NXT:1470)上运送了第一个ARF干系统。在我们的Twinscan KRF平台上,我们运送了创纪录的系统。DUV Systems的总体强劲需求通过2020年DUV预订的创纪录价值(73亿欧元)证实。


  • 在我们的应用程序业务中,我们将第一个Fardstar 385运送到了第四季度的客户,并获得了创纪录的Fardstar货物。Fardstar 385提供了最新的内在覆盖层和焦点计量学,具有增强的吞吐量和准确性,以满足N3要求。与以前的系统相比,密钥增强功能包括一个更快的阶段和更快的波长开关,这可以使用多个波长进行高度准确的覆盖测量和工具匹配。

    我们在2020年发货了三个ESCAN1000多电流系统。这些系统具有3x3梁和高速舞台技术,比单光束系统可提供高达600%的生产率,并将为客户提供早期的流程集成能力。万博manbetx官网登录


股息建议和分享回购计划更新

ASML打算在2020年宣布总股息为每股2.75欧元。认识到2020年11月支付的每股1.20欧元的截期股息,这导致了最终的股息提案,达到每股普通股1.55欧元的股息。与2019年总股息相比,这是15%的增长。


作为其财务政策的一部分,将超额现金通过日益股息和股票回购向其股东归还给股东,2020年1月,ASML宣布了一项新的三年股回购计划,将在2020 - 2022年的时间范围内执行。作为该计划的一部分,ASML打算购买高达60亿欧元的股票,其中包括多达40万股股票以涵盖员工股票计划。ASML打算取消回购的剩余股份。迄今为止,根据当前计划,已经回购了价值12亿欧元的股票。

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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。可在www.porsat.com


截至2020年12月31日,ASML Holding N.V.的合并资产负债表,截至2020年12月31日截至2020年12月31日的12月31日,相关的合并经营声明和合并现金流量的综合报表未经审计。


除了根据美国GAAP报告财务数据外,ASML还根据欧盟('IFRS')(“ IFRS”)为法定目的而报告的财务数据。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。

2020年度报告


ASML将根据美国GAAP及其2020年年度报告发布其2020年年度报告,该报告基于2021年2月10日。该报告将发布在我们的网站上,www.porsat.com

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。

Forward Looking Statements


This document contains statements that are forward-looking, including statements with respect to expected trends, including trends in end markets and technology industry and business environment trends, outlook and expected financial results for Q1 2021, including expected revenues, gross margin, R&D costs, SG&A costs and estimated annualized effective tax rate for 2021, expected growth in net sales in 2021, expected strong Logic demand and continued recovery in Memory, long term growth opportunity, revenue opportunity through 2025, expected benefits and performance of new systems and applications, the expectation that EUV will continue to enable Moore's law and drive long term value for ASML, statements with respect to plans regarding dividends, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing dividends, the amount of the final dividend for 2020 and statements with respect to the 2020-2022 share buyback program including the amount of shares intended to be repurchased under the program. 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", "target", 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 our 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; the impact of general economic conditions on consumer confidence and demand for our customers’ products; performance of our systems, the duration and continued or increased severity of the COVID-19 outbreak and measures taken to contain it and other risks related to the impact of COVID-19 on the global economy and financial markets, as well as on ASML and its customers and suppliers, including their operations, and other risks relating to COVID-19 and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of technology advances and the pace of new product development and customer acceptance of and demand for new products; the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including delays in system production; our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation; availability of raw materials, critical manufacturing equipment and qualified employees; trade environment; import/export and national security regulations and orders and their impact on us, changes in exchange and tax rates; available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F and other filings with and submissions to 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