Asml Holding Nv · EURONEXT:ASML
Asml Holding Nv — Bear Stearns 18th Annual Technology Conference 2007
17 slides from Asml Holding Nv's conference presentation, Jul 6, 2007
Slide 1: Bear Stearns 18th Annual Technology Conference
Craig DeYoung Vice President Investor Relations Bear Stearns 18th Annual Technology Conference New York, NY June 11, 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 ~ &128;9 B Employees ~ 5,600 Customers: Serving 17 of the top 20 semiconductor manufacturers in the world Equity Listing: Nasdaq an
Slide 4: Growing market share in growing market
Growing market share in growing market Growing market share in growing market Growing market share in growing market Total market: &128;4,800 million Total market: &128;463 million ASML market share (revenue) - Nearly tripled in 10 years 1984 2006 Source: SEMI, Gartner Dataquest 8" & i-line 8" & i-l
Slide 5: Total revenues - Record first quarter
Total revenues - Record first quarter 318 453 685 629 1,543 2,465 2,529 3,597 960 2006 total revenues M&128; - a record high Q1 2007 total revenues M&128; - a record high
Slide 6: Cash flow
Cash flow Numbers have been rounded for readers' convenience
Slide 7: Balance sheet
Balance sheet Numbers have been rounded for readers' convenience
Slide 8: Record backlog supports another strong year
Record backlog supports another strong year as of April 1, 2007 78% of unit backlog carry Q2 + Q3 2007 shipment dates Q1 net bookings of 62 systems with a value of &128; 911 million including 59 new tools with an ASP of &128; 15.2 million Note: Due to possible customer changes in delivery schedules
Slide 9: ASML outlook
ASML outlook ASML expects an overall increased market share in 2007 ASML has recorded 4 consecutive quarters of strong bookings ASML posted a record backlog in Q1 of &128; 2.163 billion and strong Q1 2007 results ASML expects a strong uptake of immersion products in H2 Based on all of the above, ASM
Slide 10: ASML market share growing in all regions
ASML market share growing in all regions Europe Worldwide lithography shipments by region Source: Gartner Dataquest Asia non Japan Japan US ASML worldwide market share at 63% in 2006
Slide 11: Ever growing customer needs - Moore's Law
Ever growing customer needs - Moore's Law ASML products are enabling customer roadmaps 10 12 200 100 80 60 40 11 07 09 08 04 06 05 01 03 02 00 XT: 1400 XT: 1700i AT: 1200 AT: 850 XT: 1900i 20 DPT EUV Year NAND DRAM LOGIC ASML Product Introduction Resolution, "Shrink" (nm)
Slide 12: Strengthening leadership relentlessly
Strengthening leadership relentlessly ASML R&D investment 400 350 300 250 200 150 100 50 0
Slide 13: Demonstrated leadership - immersion lithography
Demonstrated leadership -immersion lithography 26 XT:1700i shipped through end Q1'07 to 15+ customers worldwide XT:1700i's are now running in production Imaging to 45 nm Overlay less than 7 nm Proven production machine with output of well over 1000 wafers per day per machine with a roadmap to 2000 w
Slide 14: Ever growing customer needs (cont.)
Ever growing customer needs (cont.) Semiconductor market growth 8-10% / year Customer requires increasing tool complexity, driving up price Advanced production processes call for more processing layers
Slide 15: And Average Selling Price (ASP) growth
And Average Selling Price (ASP) growth And Average Selling Price (ASP) growth And Average Selling Price (ASP) growth ASML ASP new systems KrF & Step & Scan 300mm & ArF 300mm & ArF ArF volume & ArFi
Slide 16: Realizing the vision: towards Euro billion revenues
Realizing the vision: towards Euro 5 billion revenues Natural market growth Growth of semiconductor unit market More systems for more layers Higher prices per system to address complexity Relentless investment in R&D to strengthen technology leadership Scope broadening by adding value to current pro
Slide 17: ASML
YZ & ASML Commitment
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