According to the announcements from ASML, Canon and Nikon, the global sales of lithography machines were 413 units in 2020, a YoY increase of 15%, and they were 95 units, 95 units, 97 units, and 126 units, with YoY growth of 19%, 25%, 8%, 12%, respectively. With reference to the ASML unit price, BOCI Securities estimates that the global lithography machine market has reached more than USD13B, an increase of more than 20% YoY, and the global lithography machine market has an average annual compound growth of 23% from 2016 to 2020. (BOCI Securities report)
According to BOCI Securities, sales of 31 EUV lithography machines accounted for 8% in 2020, with sales of USD5.5B, an increase of 76% YoY, accounting for 41% of the market size of lithography machines; 80 units of ArF-i sales accounted for 19%, with estimated of USD5.4B, down 7% YoY, but owning 40% of the global lithography machine market. The sales of ArF dry, KrF, and i-line lithography machines were 32, 130, and 140, respectively, with a YoY increase of 3%, 57%, and 25%. The sales accounted for 8%, 31%, and 34%, respectively. (BOCI Securities report)
According to BOCI Securities, of the 413 lithography machines in 2020, 258 units from ASML accounting for 62%, 122 units (KrF, i-line) from Canon accounting for 30%; and 33 from Nikon accounting for 8%. In terms of sales, the sales of lithography machines of ASML, Canon, and Nikon accounted for 91%, 3%, and 6%, respectively. (BOCI Securities report)
