百年最惨亏损警报中尼康all in光刻机业务！掀起价格战“血拼”阿斯麦(ASML.US)

智通财经05-29

智通财经APP获悉，为了抢夺市场份额，昔日的光刻机巨头尼康准备与阿斯麦(ASML.US)在深紫外(DUV/ArF)光刻机领域打价格战。今年4月刚上任的尼康新任首席执行官大村泰弘(Yasuhiro Ohmura)表示，公司计划通过以低于竞争对手阿斯麦的价格销售半导体光刻设备来展开竞争。此前曾负责尼康芯片制造业务的大村泰弘表示，由于尼康许多零部件均为内部生产，因此公司能够在保持盈利的同时，以更低价格...

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Setting off a price war to \"shop\" ASML (ASML.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1.5,"ASMH":0.6,"ASMU":0.6,"ASMG":0.6,"03165":0.6,"NINOY":1.5},"content_text":"智通财经APP获悉，为了抢夺市场份额，昔日的光刻机巨头尼康准备与阿斯麦(ASML.US)在深紫外(DUV/ArF)光刻机领域打价格战。今年4月刚上任的尼康新任首席执行官大村泰弘(Yasuhiro Ohmura)表示，公司计划通过以低于竞争对手阿斯麦的价格销售半导体光刻设备来展开竞争。此前曾负责尼康芯片制造业务的大村泰弘表示，由于尼康许多零部件均为内部生产，因此公司能够在保持盈利的同时，以更低价格出售产品。大村泰弘直言：“我们可以打价格战。即便降价销售，依旧能够保证可观的利润。”尼康在今年5月公布的中期计划中，已将半导体设备业务列为关键增长驱动力。目前，尼康和阿斯麦是仅有的两家生产ArF(氟化氩)光刻设备的公司。英特尔(INTC.US)此前曾占据尼康ArF光刻设备订单的80%。大村泰弘坦言：“除了英特尔之外，我们缺乏足够的业绩记录，而且我们的支持能力尚未赢得市场信任。”大村泰弘表示，公司正与多家美国及亚洲芯片制造商洽谈，并“接近获得”其ArF光刻设备的采购订单。今年3月，尼康发布了其历史上最为惨烈的亏损预警——预计2025财年将出现850亿日元的巨额亏损，创下公司自1917年创立以来的百年最差纪录。尼康核心的光刻机业务遭遇全线溃败，正让这家昔日的光刻机巨头正陷入空前生存危机。曾与阿斯麦、佳能并称“光刻机三巨头”的尼康，2001年时还占据全球光刻机市场约40%份额，全球几乎每两台光刻机中就有一台产自尼康。但如今，其市占率已跌至个位数，市场竞争力几近归零。当年被阿斯麦用浸润式技术实现反超，一步落后就步步落后，从此再也没能追上。报道显示，在截至3月的过去半年，尼康光刻机仅出货9台，且全部为技术含量较低的成熟制程老款设备，技术代际明显滞后。与之形成刺眼对比的是，2025年阿斯麦狂卖327台，仅高端EUV光刻机就出货48台，占据全球高端市场绝对主导地位。这意味着，作为曾经与英特尔、AMD深度绑定、制定行业标准的行业王者，尼康在先进制程领域已彻底失去竞争力。该公司不仅未能承接住这一波AI算力爆发的红利，反而因订单大幅萎缩和库存积压，陷入了前所未有的财务泥潭。此外，尼康豪赌的3D打印业务直接成了最大的“吞金兽”，因金属3D打印机业务计提了巨额资产减值损失。该公司重金收购的资产还没产生效益，就被中国3D打印厂商包围，消费级市场被彻底占领，工业级领域又迟迟打不开局面。尼康的相机业务则在智能手机的冲击下勉强维持——2025年上半年，尼康影像业务营收同比下降4.4%，营业利润更是暴跌47.5%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2639247926","isCrawlerRequest":true}