荷蘭半導(dǎo)體行業(yè)市場(chǎng)前景及投資研究報(bào)告-外文版培訓(xùn)課件光刻機(jī)

DIGITAL

&

TRENDSSemiconductorsintheNetherlandsCHAPTER

01OverviewSemiconductormarketrevenueinEuropefrom2006to2024(inbillionU.S.dollars)SemiconductormarketrevenueinEurope2006-2024706059.4857.0553.8547.765042.964139.939.5939.8238.3137.6737.937.4637.5240302010034.5334.2633.3832.7129.2620062007200820092010201120122013201420152016201720182019202020212022202320243Description:In2023,revenuefromthesaleofsemiconductorsinEuropereached57.05billionU.S.dollars,withforecastsprojectingitwillrisetoover59billionU.S.dollarsin2024.ReadmoreNote(s):Europe;2006to2023Source(s):SIA;WSTSSemiconductorsalesinEuropefrom2012to2024,bymonth(inbillionU.S.dollars)Europesemiconductorsales2012-2024,bymonth6.05.04.03.02.01.00.04Description:InJanuary2024,semiconductorsalesinEuropeamountedto4.42billionU.S.dollars,slightlydownfromthe4.48billionU.S.dollarsseeninsamemonthin2023.Whenlookingattotalsemiconductorsglobally,figuresforJanuary2024reached47.63billionU.S.dollars.ReadmoreNote(s):Europe;2012to2024Source(s):SIA;WSTSLeadingsemiconductorcompaniesinEuropein2024,bymarketcapitalization(inbillionU.S.dollars)LeadingsemiconductorcompaniesinEurope2024,bymarketcapMarketcapitalizationinbillionU.S.dollars050100150200250300350400450ASMLArmHoldingsNXPSemiconductorsInfineon390.15142.3365.7647.5542.0331.2714.356.17STMicroelectronicsASMInternationalBESemiconductorTechnoprobeSoitec5.263.47Melexis5Description:AsofMarch4,2024,ASMLfromtheNetherlandswasthelargestsemiconductorcompanyofEuropeanoriginintermsofmarketcapitalization,amountingto390billionU.S.dollars.ArmHoldingsfromtheUnitedKingdomrankedsecondwithamarketcapof142billionU.S.dollars,followedbythelikesofNXPSemiconductorsfromtheNetherlandsandInfineonfromGermany.ReadmoreNote(s):Europe;March2024Source(s):CompaniesMarketCSemiconductormarketrevenueintheNetherlandsfrom2016to2028(inbillioneuros)SemiconductormarketrevenueintheNetherlands2016-2028141213.1912.6312.0811.4610.9810.819.869.71108.517.92864207.467.256.0220162017201820192020202120222023202420252026202720286Description:TherevenueinthesemiconductormarketintheNetherlandswasforecasttocontinuouslyincreasebetween2024and2028byatotalof2.4billioneuros,equatingtoa22.2percentincreaseovertheperiod.

ReadmoreNote(s):2016to2028Source(s):SemiconductormarketrevenuegrowthintheNetherlandsfrom2017to2028SemiconductormarketrevenuegrowthintheNetherlands2017-202825%22.49%20.57%20%15%10%5%17.31%13.14%9.62%6.24%6.04%5.39%4.59%4.39%0%-5%-10%-15%-10.23%2023-12.37%201920172018202020212022202420252026202720287Description:ThesemiconductormarketintheNetherlandswasexpectedtogrowbyoverninepercentin2024.Lookingahead,therevenueinthesemiconductormarketintheNetherlandswasforecasttocontinuouslyincreasebetween2024and2028byatotalof2.4billioneuros,equatingtoa22.2percentincreaseovertheperiod.ReadmoreNote(s):2017to2028Source(s):LargestsemiconductorcompaniesbymarketcapitalizationintheNetherlandsasofMarch7,2024(inbillionU.S.dollars)LargestsemiconductorcompaniesbymarketcapitalizationNetherlands2024450396.144003503002502001501005064.4430.7414.220ASMLNXPSemiconductorsASMInternationalBESemiconductor8Description:ASMLwastheleadingsemiconductorcompanyintheNetherlandsasofMarch7,2024,withamarketcapitalizationamountingtoapproximately396billionU.S.dollars.NXPSemiconductorsfollowedasthesecondlargestcompanyinthesectorinthecountry,withamarketcapitalizationofover64.4billionU.S.dollars.ReadmoreNote(s):Netherlands;asofMarch7,2024Source(s):CompaniesMarketCCHAPTER

02ASMLASMLrevenueworldwidefrom2014to2023(inmillioneuros)ASMLrevenueworldwide2014-202330,00025,00027,558.521,173.420,00015,00010,0005,000018,61113,978.511,82010,9448,96320176,79520166,28720155,856201420182019202020212022202310Description:In2023,ASMLgeneratedrevenueof27.56billioneuros,whichisanincreasecomparedtothepreviousyearandthehighestrevenuereached.ASMLisaDutchinternationalcompanyandgloballythelargestsupplierforphotolithographysystemsforthesemiconductorindustry.LookingattheoperatingincomeofASML,thisamountedtoapproximatelyninebillioneurosin2023.ReadmoreNote(s):Worldwide;2014to2023Source(s):ASMLASMLrevenueworldwidefrom2018to2023,byregion(inmillioneuros)ASMLrevenueworldwide2018-2023,byregionTaiwanChinaSouthKoreaUnitedStatesEMEAJapanSingaporeNetherlandsRestofAsia30,00025,00020,00015,00010,0005,000020182019202020212022202311Description:Asof2023,mostofthesalesrevenueofASMLwasgeneratedinAsiawith8.07billioneurosgeneratedinTaiwanandafurther7.25billioneurosgeneratedinChina.Thecompanyhadasalesrevenueof3.15billioneurosintheUnitedStates,whilerevenuesacrossEurope,theMiddleEast,andAfricaamountedto1.21billioneuros,withanadditional25.1millioneuroscomingfromcompany'shomemarketoftheNetherlands.

ReadmoreNote(s):Worldwide;2018to2023Source(s):ASMLASMLrevenueworldwidefrom2016to2023,bysegment(inmillioneuros)ASMLrevenueworldwide2016-2023,bysegmentLogic(Systems)Memory(Systems)Serviceandfieldoptions30,00025,00020,00015,00010,0005,00005,619.95,953.95,743.15,452.74,958.23,661.92,923.64,064.32,823.82,430.92,684.94,545.415,984.720232,538.32,967.72,156.21,506.59,977.620229,588.520217,39320206,565.320193,713.720183,212.43,456.72017201612Description:In2023,ASML'srevenuereachedavalueof27.56billioneuros,withsalesof15.98billioneurosinthelogicmarketalone.Thisisanincreasefromtheoverallnetsalesof21.17billioneurosseenin2022ofwhich9.98billioneuroswasmadeupbythelogicmarket.ReadmoreNote(s):Worldwide;2016to2023Source(s):ASMLASMLgrossprofitworldwidefrom2014to2023(inmillioneuros)ASMLgrossprofitworldwide2014-202316,00014,00012,00014,136.110,700.19,80910,0008,0006,0004,0002,00006,797.25,279.85,029.220183,73120172,99920162,89620152,59620142019202020212022202313Description:In2023,ASML'sgrossprofitreachedatotalof14.1billioneuros,arisefromthe10.7billioneurosseenin2022.ASMLhasseenanincreasetoitsgrossprofitineachyear,risingby32.1percentin2023alone.

ReadmoreNote(s):Worldwide;2014to2023Source(s):ASMLASMLoperatingincomeworldwidefrom2015to2023(inmillioneuros)ASMLoperatingincomeworldwide2015-202310,0009,042.39,0008,0006,750.17,0006,0005,0004,0003,0002,0001,00006,500.74,051.52,965.320182,790.820192,511.120171,99920161,860.82015202020212022202314Description:Asof2023companydata,ASML'soperatingincomereachedatotal9.04billioneuros,upfromthe6.5billioneurofigureseenin2022.Thisequatedtoaround32.8percentofrevenuegeneratedbythecompany,whichin2023amountedto27.56billioneuros.ReadmoreNote(s):Worldwide,Netherlands;2015to2023Source(s):ASMLASMLnetincomeworldwidefrom2014to2023(inmillioneuros)ASMLnetincomeworldwide2014-20239,0008,0007,8397,0005,883.26,0005,0004,0003,0002,0001,00005,624.23,553.72,591.620182,592.320192,22520171,55720161,38720151,1972014202020212022202315Description:Asof2023companydata,ASMLpostedanetincomeof7.84billioneuros,anincreasefromthe5.62billioneurosseenin2022.Thisrepresenteda39.4percentincrease,withthecompany'snetincomeamountingtoaround28percentoftotalrevenuegeneratedbythecompany.ReadmoreNote(s):Worldwide,Netherlands;2014to2023Source(s):ASMLCHAPTER

03NXPSemiconductorsNXPSemiconductorsrevenueworldwidefrom2014to2023(inmillionU.S.dollars)NXPSemiconductorsrevenueworldwide2014-202314,00012,00013,20511,06310,0008,0006,0004,0002,00009,4989,4079,2568,8778,6126,1015,6473,422202320142015201620172018201920202021202217Description:In2023,NXPSemiconductorsrevenuedeclinedto3.422billionU.S.dollars,markingasignificantdecreasefromthepreviousyear.In2022,thecompanyhadachievedarevenueof13.21billionU.S.dollars,representingasubstantialdrop

ReadmoreNote(s):Worldwide,Netherlands;2014to2023Source(s):NXPNXPSemiconductorsrevenueworldwidefrom2018to2022,byregion(inmillionU.S.dollars)NXPSemiconductorsrevenueworldwide2018-2022,byregionChinaAPAC(excludingChina)EMEAAmericasGreaterChinaandAsiaPacificJapanSouthKorea14,00012,00010,0008,0006,0004,0002,00002018201920202021202218Description:RevenuegeneratedbyNXPSemiconductorsintheAsiaPacificregionhasbeenconsistentlyhigherthantherevenuewhichcamefromotherpartsoftheworldthatNXPSemiconductorswasactivein.Thecompanyrecordedrevenuesof4.7billionU.S.dollarsinChinaalonein2022.NXPSemiconductorsisaDutchglobalsemiconductormanufacturerwithitsheadquartersinEindhoven,Netherlands.ReadmoreNote(s):Worldwide,Netherlands;2018to2022Source(s):NXPNXPSemiconductorsrevenueworldwidefrom2016to2023,byendmarket(inmillionU.S.dollars)NXPSemiconductorsrevenueworldwide2016-2023,byendmarketRevenueinmillionU.S.dollarsCommunicationsInfrastucture&Other

Mobile4,000

6,000

8,000AutomotiveIndustrial&IoT2,000StandardProducts10,000ManufacturingServiceAgreements*12,000014,000201620172018201920202021202220233,6881,4712,1808901,220

491,161

118331,164

1364,2634,5074,2121,7181,8131,5991,8361,8631,7871,8751,7032,4101,1911,2483,8255,4931,7481,4122,0066,879662

455

4062,7131,6071,89919Description:RevenuegeneratedbyNXPSemiconductorsintheautomotivemarkethasbeenconsistentlyhigherthantherevenuewhichcamefromothersectorsthatNXPSemiconductorswasactivein.Theautomotivemarketgenerated1.9billionU.S.dollarsin2022.NXPSemiconductorsisaDutchglobalsemiconductormanufacturerwithitsheadquartersinEindhoven,NetherlandsReadmoreNote(s):Worldwide,Netherlands;2016to2023;*Thesourceaddsthefollowingnote:AsofJan1st2019,revenueandcostassociatedwithManufacturingServiceAgreementswillbeconsolidatedunderOtherIncome&Expenseandwillnolonger[...]

ReadmoreSource(s):NXPGrossprofitofNXPSemiconductorsfrom2010to2023(inmillionU.S.dollars)GrossprofitofNXPSemiconductors2010-20238,0007,0006,0005,0004,0003,0007,5176,0674,8514,6194,6184,2354,0692,78720152,64020142,17720131,98820121,90620111,93720231,82320102,0001,0000201620172018201920202021202220Description:In2023,NXPSemiconductor'sgrossprofitamountedtoapproximately1.94billionU.S.dollars,reflectingasignificantdecreasecomparedtotheprecedingyear.In2022,NXP'sgrossprofithadreachedaround7.52billionU.S.dollars.NXPSemiconductorsisaDutchglobalsemiconductormanufacturerwithitsheadquartersinEindhoven,NetherlandsReadmoreNote(s):Worldwide,Netherlands;2010to2023Source(s):NXPOperatingincomeofNXPSemiconductorsfrom2010to2023(inmillionU.S.dollars)OperatingincomeofNXPSemiconductors2010-20234,0003,5003,0002,5002,0001,5001,0003,7972,7102,5832,1022,0151,04920149076516414124183575000273-150-500201020112012201320152016201720182019202020212022202321Description:In2023,NXPSemiconductor'soperatingincometotaledapproximately907millionU.S.dollars,markinganotabledecreasecomparedtotheprecedingyear.?NXPSemiconductorsisaDutchglobalsemiconductormanufacturerwithitsheadquartersinEindhoven,NetherlandsReadmoreNote(s):Worldwide,Netherlands;2010to2023Source(s):NXPNetincomeofNXPSemiconductorsfrom2010to2023(inmillionU.S.dollars)NetincomeofNXPSemiconductors2010-20233,0002,5002,0001,5002,8332,2722,2581,9061,5991,000703607436415500025927280-52-500-1,000-4062010201120122013201420152016201720182019202020212022202322Description:In2023,NXPSemiconductor'snetincomeamountedtoapproximately703millionU.S.dollars.Thisrepresentedasubstantialdecreaseofabout2.1billionU.S.dollarscomparedtotheprecedingyear.NXPSemiconductorsisaDutchglobalsemiconductormanufacturerwithitsheadquartersinEindhoven,NetherlandsReadmoreNote(s):Worldwide,Netherlands;2010to2023Source(s):NXPCHAPTER

04ASMInternationalASMInternationalrevenueworldwidefrom2014to2023(inmillioneuros)ASMInternationalrevenueworldwide2014-20233,0002,6342,4112,5002,0001,5001,0005001,7301,3281,1252019818737670598546020142015201620172018202020212022202324Description:Accordingtorecentcompanydata,in2023,thenetsalesofASMIamountedtoapproximately2.63billioneuros,whichisanincreasecomparedtothepreviousyearsandthehighestnetsalesreachedwithinthegiventimeperiod.

ReadmoreNote(s):Worldwide;2014to2023Source(s):ASMInternationalASMInternationalrevenueworldwidefrom2017to2023,byregion(inmillioneuros)ASMInternationalrevenueworldwide2017-2023,byregionAsiaUnitedStatesEurope2,0001,8001,6001,4001,2001,0001,776.51,584.81,103.3853.8818.28006004002000561.82022555.12023476.6454.12021431.2339.5333302.7264.3199.52017175.9

165.62018172.4141.3126.2106.72019202025Description:Asperrecentcompanydata,in2023,around1,776millioneurosofrevenuewasgeneratedinAsiaandroughly555millioneurosintheUnitedStates.ASMInternational(ASMI)isalistedDutchcompanyactiveinthesemiconductorindustryandoperatesonaninternationallevel.ReadmoreNote(s):Worldwide;2017to2023Source(s):ASMInternationalASMInternationalgrossprofitworldwidefrom2015to2023(inmillioneuros)ASMInternationalgrossprofitworldwide2015-20231,4001,2001,0008001,271.71,142.9828.1638.5623.6600400334.32018305.92017295.52015264.5201620002019202020212022202326Description:Asperrecentcompanydata,in2022,thegrossprofitofASMIamountedtoapproximately1.27billioneuros,whichisanincreasecomparedtothepreviousyearandahighrelativetothetimeperiodexamined.

ReadmoreNote(s):Worldwide;2015to2023Source(s):ASMInternationalASMInternationaloperatingresultworldwidefrom2014to2023(inmillioneuros)ASMInternationaloperatingresultworldwide2014-202370060050040030065363249132721920012411111393821000201420152016201720182019202020212022202327Description:Asperrecentcompanydata,in2023,theoperatingresultofASMInternationalamountedtoapproximately653millioneuros,whichisanincreasecomparedtothepreviousyearsandthehighestresultreachedwithinthegiventimeperiod.

ReadmoreNote(s):Worldwide;2014to2023Source(s):ASMInternationalASMInternationaltotalequityworldwidefrom2015to2023(inmillioneuros)ASMInternationaltotalequityworldwide2015-20233,5003,0003,2262,7492,5002,2421,9982,0121,9482,0001,5001,0005001,8551,8191,642020152016201720182019202020212022202328Description:Asof2023,thetotalequityofASMInternationalamountedtoapproximately3.23billioneuros,whichisanincreasecomparedtothepreviousyear.ASMInternational(ASMI)isalistedDutchcompanyactiveinthesemiconductorindustryandoperatesonaninternationallevel.ReadmoreNote(s):Worldwide;2015to2023Source(s):ASMInternationalASMInternationaltotalassetsworldwidefrom2015to2023(inmillioneuros)ASMInternationaltotalassetsworldwide2015-20234,5004,0003,5003,0002,5004,2273,7512,7112,1772,1752,1482,0761,9631,8482,0001,5001,000500020152016201720182019202020212022202329Description:Asperrecentcompanydata,in2023,thetotalassetsofASMIamountedtoapproximately4.2billioneuros,whichisanincreasecomparedtothepreviousyearandthehighestovertheexaminedtimeperiod.

ReadmoreNote(s):Worldwide;2015to2023Source(s):ASMInternationalCHAPTER

05BESemiconductorIndustriesBESemiconductorIndustries(Besi)revenueworldwidefrom2013to2023(inmillioneuros)Besirevenueworldwide2013-2023800700600500749.3722.9592.8578.9525.3433.6378.8375.44003002001000356.2349.2254.92013201420152016201720182019202020212022202331Description:BesiisaDutchmultinationalandpublictradedcompanythatmanufacturerssemiconductorequipment.Asof2023,therevenueofBesiamountedtoapproximately579millioneuros,areductioncomparedto2022whenBesireachedarevenueof722millioneuros.ReadmoreNote(s):Worldwide,Netherlands;2013to2023;*YearendedDecember31eachyear.Thefigureshavebeentakenfromseveralpublications.

ReadmoreSource(s):BesiBESemiconductorIndustries(Besi)revenueworldwidein2021and2023,byregion(in1,000euros)Besirevenueworldwide2021-2023,byregionTheNetherlandsSwitzerlandSingaporeMalaysiaOther800,000700,000600,000500,000400,000300,000200,000100,000020212022202332Description:BesiisaDutchmultinationalandpublictradedcompanythatmanufacturerssemiconductorequipment.Asof2023,therevenueofBesiamountedtoapproximately578millioneuros,ofwhichmostwasgeneratedfromitsoperationsinSingaporewith576millioneuros.ReadmoreNote(s):Worldwide,Netherlands;2021to2023Source(s):BesiBESemiconductorIndustries(Besi)operatingincomeworldwidefrom2013to2023(inmillioneuros)Besioperatingincomeworldwide2013-2023350300250200150100317.6294.1213.4209.4172.7149.991.975.272.157.950018.92013201420152016201720182019202020212022202333Description:BesiisaDutchmultinationalandpublictradedcompanythatmanufacturerssemiconductorequipment.Asof2023,theoperatingincomeofBesiamountedtoapproximately213millioneuros,downcomparedto2022whenBesireachedanoperatingincomeof294millioneuros.ReadmoreNote(s):Worldwide,Netherlands;2013to2023;*YearendedDecember31eachyear.Thefigureshavebeentakenfromseveralpublications.

ReadmoreSource(s):BesiBESemiconductorIndustries(Besi)earningsbeforeinterest,taxes,depreciation,andamortization(EBITDA)worldwidefrom2013to2023(inm