Asml Holding Nv · EURONEXT:ASML
Asml Holding Nv — Deutsche Bank Access European TMT Conference 2012
12 slides from Asml Holding Nv's conference presentation, Sep 5, 2012
Slide 1: Deutsche Bank Access European TMT Conference London
Franki D’Hoore, Director Investor Relations 5 September 2012 Deutsche Bank Access European TMT Conference London Exhibit 99.1
Slide 2: Business Summary
Business Summary 5 September 2012
Slide 3: Total net sales M€
Total net sales M€ Numbers have been rounded for readers’ convenience. 18 July 2012
Slide 4: Net system sales breakdown in value: Q2 2012
ArF Immersion 72% KrF 27% USA 22% Korea 26% Taiwan 43% Foundry 61% NAND 18% IDM 12% Net system sales breakdown in value: Q2 2012 Numbers have been rounded for readers’ convenience. Technology I-Line 1% Japan 4% Europe 4% China 1% Region DRAM 9% End-Use Sales in Units 18 July 2012 EUV ArF i ArFdry Kr
Slide 5: Bookings activity by sector, EUV not included
NAND 19% IDM 22% Foundry 36% Bookings activity by sector, EUV not included Total value M€ Net booked • 38 new tools at € 896 million • 5 used tools at € 53 million Numbers have been rounded for readers’ convenience. 18 July 2012 DRAM 23%
Slide 6: Backlog in value per July, EUV not included
ArF immersion 74% Foundry 33% NAND 22% IDM 31% USA 30% Taiwan 20% Backlog in value per July , EUV not included Total value M€ 1,503 85% of backlog carry shipment dates in the next 6 months 18 July 2012 Technology I-Line 3% KrF 22% ArF dry 1% End-use DRAM 14% Region (ship to location) Korea 27% Japan
Slide 7: Co-investment program update
Co-investment program update 18 July 2012
Slide 8: Business Environment
Business Environment 18 July 2012
Slide 9: Where are we in the cycle?
Where are we in the cycle? Each sector has its own heartbeat 5 September 2012 ASML system sales per sector
Slide 10: ASML Technology Strategy - Status
ASML Technology Strategy - Status 18 July 2012
Slide 11: Outlook
Outlook 18 July 2012
Slide 12: Slide 12
Asml Holding — Deutsche Bank Access European TMT Conference 2012 on 6ix