Asml Holding Nv · EURONEXT:ASML
Asml Holding Nv — Pacific Crest 9th Annual Technology Leadership Forum (September 2007)
13 slides from Asml Holding Nv's conference presentation, Sep 5, 2007
Slide 1: Pacific Crest 9th Annual Technology Leadership Forum
Pacific Crest 9th Annual Technology Leadership Forum Craig DeYoung VP Investor Relations Vail, Colorado August 7, 2007
Slide 2: Safe Harbor
Safe Harbor "Safe Harbor" Statement under the U.S. Private Securities Litigation Reform Act of 1995: the matters discussed in this document may include forward-looking statements that are subject to risks and uncertainties including, but not limited to: economic conditions, product demand and semico
Slide 3: ASML overview - The world's leading provider of lithography systems
ASML overview - The world's leading provider of lithography systems for the semiconductor industry Established: 1984 Headquarters: Veldhoven, the Netherlands Market cap ~ €10 B Employees ~ 6,200 Customers: Serving 17 of the top 20 semi mfg. Equity Listing: Nasdaq and Euronext Key facts Key financial
Slide 4: Total revenues - Record first half 2007
2003 2004 2005 2006 2007 Q1 318 453 685 629 960 Q2 329 616 763 942 935 Q3 370 611 533 958 Q4 526 785 548 1065 Total revenues - Record first half 2007 526 370 329 318 785 611 616 453 548 533 763 685 629 1,543 2,465 2,529 942 958 1,068 3,597 960 2006 total revenues M€ - a record high H1 2007 total rev
Slide 5: Industry growth drives Lithography tool consumption
Sources: ASML MCC, VLSI Research, iSuppli, SIA Industry growth drives Lithography tool consumption - NAND Flash fastest growing DRAM LOGIC NAND NOR ANALOG MICRO Other 0 10 20 30 40 50 60 0 5 10 15 20 25 30 CAGR Exposure Area 06-09 [%] Exposure area 2006 [SI*10^9] Segment size: 20 Bio. US$
Slide 6: Customer Roadmaps drive Lithography tool development
NAND Flash Customer Roadmaps drive Lithography tool development Jan-00 Jan-02 Jan-04 Jan-06 Jan-08 Jan-10 Jan-12 Half Pitch (nm) 200 100 80 60 40 Logic DRAM Half Pitch status : Logic = 80~90nm DRAM = 70~80nm NAND = 55~65nm
Slide 7: ASML Lithography Product Roadmap
ASML Lithography Product Roadmap 300mm * Single Machine Overlay including TOP options
Slide 8: ASML roadmap enables shrink for Logic, DRAM, and NAND flash
ASML roadmap enables shrink for Logic, DRAM, and NAND flash at time required Source: Various customers, dates determine production start/qualification 10 12 200 100 80 60 40 11 07 09 08 04 06 05 01 03 02 00 Resolution/half pitch "Shrink" [nm] Year ASML Product Introduction XT:1400 XT:1700i AT:1200 A
Slide 9: Technology in Time helps grow market share
84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 Region 1 0 1 2.5 8.5 7.5 10.5 11.5 10.5 21 21 19 19.5 25.5 31 36 41 41 30 54 45 53 56.5 63 Technology in Time helps grow market share Technology in Time helps grow market share Technology in Time helps grow market share Total marke
Slide 10: Over generations layers move from one wavelength to the other
Over generations layers move from one wavelength to the other LOGIC DRAM FLASH LOGIC - DRAM - FLASH I-line KrF ArF ArFi
Slide 11: Average Selling Price (ASP) grows
Average Selling Price (ASP) grows 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 3.59 4.38 5.4 5.9 6.8 8.92 9.46 9.28 13.54 14.01 MSGraph.Chart.8 MSGraph.Chart.8 ASML ASP new systems KrF & Step & Scan 300mm & ArF 300mm & ArF ArF volume & ArFi
Slide 12: ASML's Growth opportunity
1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 WW Litho System Sales (M€) Average WW litho sales ASML's potential, 70% market share Status quo 2005, 57% market share ASML's opportunity window Assumption: 9% IC unit growth/year Natural
Slide 13: ASML Commitment
G “ee ASML Commitment
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