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公司EUV与DUV光刻机产能规划
公司EUV与DUV光刻机产能规划
行业数据
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图片大小:284KB
图片尺寸:1096*789
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所属报告:
阿斯麦-美股公司投资价值分析报告:全球光刻机龙头受益于先进制程需求增长-230615(36页).pdf
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相关数据
图表542023Q1-2026Q1EASML新签EUV及非EUV机台订单价值及同比增速
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行业数据
2025-12-03
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图表32EUV光刻机总体结构及主要组成系统
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行业数据
2025-10-16
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EUV特性要求采用全反射的投影物镜系统
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行业数据
2025-06-12
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蔡司最畅销的几款DUV(深紫外线)、NUV(近紫外线)物镜系统
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行业数据
2025-06-12
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2024年全球EUV及ArFi高端光刻机被ASML垄断
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行业数据
2025-06-12
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2纳米工艺或将使用2纳米技术的HighNA(0.55)EUV光刻机
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行业数据
2025-05-13
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传统反射式光路图(早期EUV原理装置,主镜和次镜两反射镜)
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行业数据
2025-04-23
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EUV光刻机空间成像测量系统(AIMS™)零部件繁多
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行业数据
2025-04-18
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采用浸没式DUV与EUV的工艺步数对比
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行业数据
2024-12-09
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光刻机的结构构成(以浸没式DUV设备TWINSCANNET:2100i为例)
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行业数据
2024-12-09
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ASML总体结构及主要组成系统(以EUV光刻机为例)◆
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行业数据
2024-10-16
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ASML发展历程复盘2020s:EUV拓展期
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产业概述
2024-10-16
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UV和DUV光刻机数值孔径◆
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行业数据
2024-10-16
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DUV光刻机投影物镜示意图(折射式)◆
fCDlj4LmlbAgfCDmlbDlgLwgfAp8IC0tLSB8IC0tLSB8Cnwg5YiG6L6o546HIHwga+KCgSDDlyDOuyAvIE5BIHwKCui1hOaWmeadpea6kO+8mumfqeaYn+etieOAikstRua3see0q+WkluWFieWIu+aKleW9seeJqemVnOWFieWtpuiuvuiuoeS4juS8mOWMluOAi++8iDIwMjTvvInvvIxBU01MLTIwMTYtaW52ZXN0b3ItZGF577yM5Lic5ZC06K+B5Yi456CU56m25omA
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2024-10-16
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各节点下所需的各光刻机的成本占比:EUV(包括High-NAEUV)光刻机成本占比随节点推进而提升,
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2024-10-11
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用于先进制程的光刻机主要为 EUV 与 ArFi,2022 年公司 EUV 与 ArFi 出货量分别为 40台与 81 台,公司预计到 2025 年 EUV 相对 ArFi 的销量将显著提升。2)ASP:2022 年公司 EUV 与 ArFi 平均售价分别为 1.8 亿欧元与 6250 万欧元,而根据中国电子报报道,High-NA EUV 单价有望超过 3 亿美元(约 2.8 亿欧元),几乎为当前 EUV 的两倍。Low-NA EUV 的销量提升,以及 High-NA EUV 的开启交付,都将持续推高公司整体 ASP。3)产能:为应对未来快速增长的光刻机需求,公司持续提高自身产能(非交付量),预计2025-2026年DUV光刻机年产能将达到 600台/年,Low-NA EUV光刻机将达到 90台/年,到 2027-2028 年 High-NA EUV 光刻机产能将达到 20 台/年。同时,公司还将通过提高单光刻机的晶圆产能,到 2025-2026 年分别将 DUV 与 Low-NA EUV 的总晶圆产能提升至2020 年的 3 倍与 5 倍。4)我们认为:EUV 持续供不应求,公司有望通过 Low-NA EUV的扩产与 High-NA EUV 的出货实现整体光刻机业务的量价齐升;公司 2025-2030 年的营收增长中,将有超过半数以上的增长贡献将来自于 EUV(100 亿欧元),我们持续看好由EUV 主导的业绩提升。
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阿斯麦-美股公司投资价值分析报告:全球光刻机龙头受益于先进制程需求增长-230615(36页).pdf
公司核心财务指标预测
公司毛利率及费用率预测(百万欧元)
2012年客户共同投资计划信息汇总
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