Fast technology September 28 news, Tianfeng International securities analyst Guo Mingð« ¹ released the latest survey reportDutch lithography giant ASML is likely to slash its extreme ultraviolet lithography (EUV) shipment forecast by about 20-30%.
Guo Ming D «¹Apple's 2024 3nm demand will be lower than expected.In 2023, Apple will ship only 17 million MacBooks and 48 million ipads, a decline of about 30% and 22%, respectively.
He believes that the reason for the sharp decline in shipments is mainly the end of home office demand, and the new specifications (Apple Silicon chips and Mini-LED display) are gradually less attractive to users.
Looking ahead to 2024, Apple's 3nm demand will be negatively impacted by the lack of growth momentum for MacBook and iPad.
In the meantime,Qualcomm's 3nm demand in 2024 is also lower than expected, because Huawei will stop purchasing Qualcomm chipsIn addition, Samsung's own Exynos 2400 chip penetration in its phones is higher than expected.
Kuo also pointed to lower demand for Samsung 3GAP+ and Intel 20A He doesn't expect Samsung, Micron and SK Hynix to launch memory expansion plans until 2025-2027.
At present, the market consensus is that the semiconductor industry will bottom out in the second half of this year, he believes that this time point is not certain, even until the second quarter of next year will hit bottom.
ASML is one of the few manufacturers in the world that can provide chip lithography machines. ASML is the only supplier of EUV lithography machines for advanced processes of 7nm and below.
Earlier, Peter Wennink, CEO of ASML, told local TV program Nieuwsuur that it was hopeless to completely isolate China. If we don't share the technology, they'll do it on their own.
"China has 1.4 billion people and a lot of smart people who can think of solutions we haven't thought of yet. We're forcing them to innovate."Wennink said, "They work harder, more focused, faster. And we were so full of ourselves."