ASMLreports €4.0 billion net sales and €1.0 billion net income in Q2 2021

现在,净销售额预计将在2021年增长约35%

新闻稿 -Veldhoven, the Netherlands, July 21, 2021

如今,ASML Holding NV(ASML)已发布其2021年第二季度结果。

  • 第二季度净销售额为40亿欧元,毛利率为50.9%,净收入为10亿欧元

  • 第二季度的净预订为83亿欧元

  • ASML预计净销售额为32亿至54亿欧元,毛利率在51%至52%之间

  • ASML宣布一项新的股票回购计划,最高90亿欧元,将于2023年12月31日执行

(除非另有说明,否则数百万欧元的数字) Q1 2021 Q2 2021
净销售 4,364 4,020
...其中安装了基础管理销售1 1,235 1,071
New lithography systems sold (units) 73 69
售出的光刻系统(单位) 3 3
Net bookings2 4,740 8,271
毛利 2,352 2,045
毛利率(%) 53.9 50.9
净利 1,331 1,038
EPS(基本;以欧元为单位) 3。21 2。52
最终季度现金和现金等效物以及短期投资 4,656 5,374

(1) Installed Base Management sales equals our net service and field option sales.

(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 onwww.porsat.com

首席执行官声明和前景

"Our second-quarter net sales came in at €4.0 billion, which is within our guidance. The gross margin came in at 50.9%, above our guidance, which is mainly due to higher revenue in software upgrades as customers want to increase capacity quickly, as well as one-off revenue accounting releases. Our second-quarter net bookings came in at €8.3 billion, including €4.9 billion from EUV systems, bringing the total backlog at €17.5 billion.


“在所有市场领域和我们的产品组合中,需求仍然很高。这是对市场的反映,重点是增强能力支持数字基础设施的能力。长期需求不仅适用于高级的需求节点,以及逻辑和记忆中的遗产和成熟节点。我们正在努力最大化产出,目前,我们预计2021年净销售额增长约为35%,而去年预计毛利率为51%至52%。” ASML总裁兼首席执行官Peter Wennink说。


ASMLexpects third-quarter net sales between €5.2 billion and €5.4 billion with a gross margin between 51% and 52%, R&D costs of around €645 million and SG&A costs of around €180 million. The estimated annualized effective tax rate is expected to be around 15% for 2021.


产品和业务亮点

  • 在我们的EUV业务中,第一个Twinscan NXE:3600D系统已运送给客户。该系统提供15%至20%的生产率提高能力,与Twinscan NXE相比,覆盖层提高了约30%:3400C。

    现在,我们正在将EUV的数量生产逐渐增加,并计划在三个DRAM客户的未来节点上实施EUV。

  • 在我们的DUV业务中Twinscan NXT:2000i(ARFI浸入系统)在一天中,在一天中揭露超过6,300晶片的记录。

    The 100th TWINSCAN was refurbished, demonstrating our commitment to the circular economy. This year we expect to ship 20 refurbished PAS systems (introduced 30 years ago and still running at high utilization at our customers) and six refurbished TWINSCAN systems.

  • 在我们的应用业务中,我们发货了Fardstar 1385这个季度。这种下一代工具提供了蚀刻设备模式的测量能力,从而为我们的客户提供了扩展的收益控制能力。Fardstar 1385提供了提高的准确性,比Fardstar 1375的生产率提高了约50%。


新的股票回购计划

作为ASML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退还给股东,ASML宣布了一项新的股票回购计划,该计划将于2021年7月22日开始,并将在2023年12月31日之前执行。该计划ASML打算回购高达90亿欧元的股份,我们预计将总共使用多达450万股股票来涵盖员工股票计划。ASML打算取消回购的剩余股份。新计划将替换前60亿欧元的2020 - 2022年股票回购计划,根据该计划,ASML以大约52亿欧元的价格回购了约1,170万股股票,并且未根据新的款项完成全部金额分享回购计划。


股票回购计划将在股东年度股东大会(AGM)授予的现有权力的局限性范围内执行,并于2021年4月29日,并由未来AGMS授予的权力。股票回购计划可以随时暂停,修改或中止。该计划下的所有交易将发布ASML的网站每周。


Quarterly video interview, investor call

通过此新闻稿,ASML发布了视频采访,首席执行官彼得·温宁克(Peter Wennink)讨论了2021年第二季度的结果和2021年的前景。Q2 2021结果页面


An investor call for both investors and the media will be hosted by CEO Peter Wennink and CFO Roger Dassen on July 21, 2021, at 15:00 Central European Time / 09:00 US Eastern Time. Details can be found on theQ2 2021结果页面

manbext手机官网


ASML是半导体行业的主要供应商。该公司为万博苹果手机客户端芯片制造商提供硬件,软件和服务,以大规模生产集成电路(微芯片)的模式。ASML与合作伙伴一起推动了更实惠,更强大,更节能的微芯片的进步。ASML使开创性的技术能够解决人类最艰巨的挑战,例如在医万博manbetx官网登录疗保健,能源使用和保护,流动性和农业中。ASML是一家跨国公司,总部位于荷兰Veldho万博苹果手机客户端ven,在欧洲,美国和亚洲设有办事处。每天,ASML的29,000多名员工都会挑战现状,并将技术推向新的限制。万博manbetx官网登录ASML在符号ASML下以Euronext Amsterdam和Nasdaq在EuroNext上进行交易。发现ASML - 我们的产品,技术和职业机会 -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GAAP合并的运营声明,现金流量的合并陈述和合并资产负债表可在www.porsat.com


截至2021年7月4日,截至2021年7月4日,截至2021年7月4日的合并资产负债表,截至2021年7月4日截至2021年7月4日的现金流量的合并声明和合并现金流量,未经审计。


今天,2021年7月21日,ASML还发布了其截至2021年7月4日的六个月时期的法定临时报告。本报告符合荷兰实施的欧盟透明度指令的要求,包括合并的临时临时临时。根据欧盟“临时财务报告”,临时管理委员会报告和董事会董事声明,根据IAS 34准备的财务报表,可在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


本文档包含前瞻性陈述,包括有关预期趋势的陈述,包括最终市场和技术行业和商业环境趋势的趋势,前景和预期财务业绩,包括预期的净销售,自由现金流,毛利率,毛利率,研发,研发万博manbetx官网登录成本,SG&A成本和估计的年度有效税率,净销售额预期增长,系统预订,积压,逻辑和记忆需求和销售的预期趋势,2021年的EUV覆盖范围,2025年的收入机会,预期的系统和收入确认的运输,长期增长机会,预期能力,未来增长前景,长期需求驱动因素,预期的收益和系统和应用的绩效,扩大最终市场趋势,半导体行业的预期趋势,增长机会和驱动因素,预期的增加和预期的增加EUV和DUV销售和供应链能力的趋势,更高销售的期望从增加产能和供应链收入机会,计划和策略中,人们对EUV将继续启用Moore的法律并推动ASML的长期价值,产品路线图,对股息和股票回购的意图的期望,包括意图通过将股票回购的组合和增长的年度股息和陈述相结合,就2021 - 2023年的股票回购计划(包括旨在根据2021年至2023年回购的股份),将大量现金归还给股东,并增加了现金。通常可以通过使用诸如“可能”,“愿意”,“应该”,“项目”,“相信”,“预期”,“期望”,“计划”,“估算”之类的词来识别这些陈述。,“预测”,“潜在”,“打算”,“继续”,“目标”,“未来”,“进度”,“目标”和这些单词或可比较的单词的变化。这些陈述不是历史事实,而是基于当前的期望,估计,假设和预测,对我们的业务以及我们未来的财务结果,读者不应过分依赖它们。前瞻性陈述不能保证未来的表现,并且涉及许多已知和未知的风险和不确定性。这些风险和不确定性包括但不限于经济状况; 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 impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, 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, production capacity and our ability to increase capacity to meet demand, 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 the risk of delays in system production and supply chain capacity and disruptions, trends in the semi-conductor industry, 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 for the year ended December 31, 2020 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 undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law.

联系信息

  • Brittney Wolff Zatezalo
  • Corporate communications manager US
  • +14084833207
  • 彼得·齐格(Peter Cheang)
  • Head Investor Relations Asia
  • +886 3 6596771