ASML报告了58亿欧元的净销售额和17亿欧元的净收入2022年

预期2022年的销售额约为210亿欧元

新闻稿 -Veldhoven,荷兰,2022年10月19日

如今,ASML Holding NV(ASML)已发布其2022年第三季度结果。

  • 第三季度净销售额为58亿欧元,毛利率为51.8%,净收入为17亿欧元
  • 第三季度的记录季度净预订为89亿欧元2
  • ASML预计净销售额在61亿至66亿欧元,毛利率约为49%,净销售额为49%,净销售额为49%。
  • 第四季度指南中点的全年预期销售额为211亿欧元
  • 快速运输的价值*在2022年,导致收入确认推迟到2023年的价值预计将约为22亿欧元

(*)快速运输过程跳过了我们工厂中的一些测试。然后,最终测试和正式接受是在客户站点进行的。这会导致这些货物的收入确认延期,直到正式的客户接受为止,但确实为我们的客户提供了较早的晶圆产出能力。

(除非另有说明,否则数百万欧元的数字) Q2 2022 Q3 2022
净销售 5,431 5,778
...其中安装了基础管理销售1 1,290 1,524
新的光刻系统销售(单位) 83 80
售出的光刻系统(单位) 8 6
净预订2 8,461 8,920
毛利 2,665 2,994
毛利率(%) 49.1 51.8
净利 1,411 1,701
EPS(基本;以欧元为单位) 3.54 4.29
最终季度现金和现金等效物以及短期投资 4,402 3,363

(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。


数字已经为读者的便利而四舍五入。美国GAAP合并操作陈述的完整摘要已发布www.porsat.com

首席执行官声明和前景

“我们的第三季度净销售额为58亿欧元,毛利率为51.8% - 高于我们的指导。由于许多全球宏观经济问题,市场不确定性,包括通货膨胀,消费者信心和遇到的风险经济衰退。尽管我们开始看到每个市场细分市场的需求动态不同,但我们系统的总体需求仍然很强劲。这导致了第三季度的记录预订,约为89亿欧元,其中38亿欧元为EUV,包括高NA系统。


我们将继续评估并遵循新的美国出口控制法规。根据我们的初步评估,新的限制并未修改由ASML从荷兰运送出的有关光刻设备的规则,我们预计我们希望对ASML的2023年整体货运计划产生直接影响。


“ ASML预计将在61亿欧元至66亿欧元之间的第四季度净销售额,毛利率约为49%。ASML预计R&D的研发成本约为8.8亿欧元,SG&A成本约为2.65亿欧元。全年,我们预计收入为全年,我们预计收入为全年。ASML总裁兼首席执行官Peter Wennink说,毛利率接近50%。


产品和业务亮点

  • 在我们的DUV业务中,我们将第一个Twinscan NXT:2100I运送到了客户。这款最新的沉浸式扫描仪可实现超过20%的产品覆盖层的20%。

  • 一些客户采用了对齐优化的12颜色作为其主要节点的记录。它通过生成和测量十二波长(或颜色)而不是仅四个来改善晶圆对齐,从而确保更强大的对齐方式将晶状体到晶体的叠加层变化与扫描仪建模改进和对齐优化软件相结合时,将晶圆到磁力叠加的变化降低了20%。

  • 在我们的EUV High-NA业务中,我们收到了Twinscan Exe:5200的其他订单;所有当前的EUV客户现在都提交了高NA的订单。

(**)用于典型的逻辑应用程序


更新股票回购计划和季度股息

在第三季度,根据当前的2021-2023股票回购计划,我们购买了价值约10亿欧元的股票。该计划的详细信息以及根据其交易的详细信息在ASML网站(www.porsat.com/investors)上发布。万博亚洲ios手机客户端我们完成了当前的股票回购计划。


在2022年11月11日,我们将举行投资者日,在那里我们将提供有关长期业务计划的更新,包括任何新的股票回购计划。


截期为每股1.37欧元的股息将于2022年11月14日支付。ASML的网站


季度视频采访和投资者电话

通过此新闻稿,ASML发布了视频采访,CFO Roger Dassen讨论了2022年第三季度的结果和2022的Outlook。www.porsat.com


投资者呼吁投资者和媒体,首席执行官彼得·温宁克(Pe万博亚洲ios手机客户端ter Wennink)和首席财务官罗杰·达森(CFO Roger Dassen)将于2022年10月19日在15:00中欧时间 /美国东部时间09:00举办。详细信息可以在Q3 2022结果页面

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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37,500名员工(FTE)挑战了现状,并将技术推向新限制。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2022年10月2日,ASML Holding N.V.的合并资产负债表,截至2022年10月2日截至2022年10月2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


本文档和相关讨论包含1995年《美国私人证券诉讼改革法案法》的含义,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,供应链限制,万博manbetx官网登录并计划增加产能和容量目标,前景和预期财务业绩,包括预订和订单,预期净销售,毛利率,研发成本,SG&A成本以及估计的年度有效税率以及全年的2022年全年预期净销售额和净利润和毛利率和毛利率期望预期在2023年的货物,关于快速货物的陈述以及对预期结果的影响,毛利率的雄心,在我们2021年投资者日发表的声明,包括2025年收入和毛利率的机会以及2025年以上的增长机会,预期的收入增长率在2020 - 2030年,我们的计划重新审视202日的期望1投资or Day, estimates of amounts of deferred revenue not yet recognized and timing of recognition of such deferred revenue for fast shipments, including value of fast shipments in 2022 leading to deferred revenue recognition, expected shipments, plans and strategies, impact of gas shortage on us and suppliers, customer demand trends, statements about the market and macroeconomic trends and concerns regarding inflation and consumer confidence, statements with respect to dividends including the Q3 dividend and share buybacks and financial policy including statements with respect to share buyback programs, aim to improve ESG sustainability KPI's and other non-historical statements. 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", "future", "progress", "goal" 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 a number of substantial known and unknown 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 including the impact of the current macroeconomic uncertainty in the market, inflation and consumer confidence which could potentially lead to a recession, demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on us, our suppliers, the global economy and financial markets, the impact of the Russian military actions in the Ukraine and measures taken in response on the global economy and global financial markets and other factors that may impact ASML’s financial results, including customer demand and ASML’s ability to obtain parts and components for its products and otherwise meet demand, 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 impact of inflation, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, supply chain capacity and constraints and logistics and constraints on our ability to produce systems to meet demand, the timing of recognition of deferred revenue from fast shipments and impact on our results, the impact of the gas shortage on us and our suppliers, 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 including the impact of the new US export regulations which we are continuing to assess, 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, 2021 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

  • 瑞安·杨(Ryan Young)
  • 媒体关系经理,美国
  • +1 4802058659
  • 彼得·齐格(Peter Cheang)
  • 首席投资者关系亚洲
  • +886 3 6596771