I mean so if you grow the EUV base, we need a lot of deep UV layers. While the layer growth, nodal node is there, as it’s always been there. So this is also an extra driver against the background of the fact that we can’t ship enough. So this is what is happening. There are very few customers, which by the way, when you look at the industrial domain and you look at, for instance, some of the smaller IDMs, smaller — I don’t need to — but it’s important customers, but have just simply don’t buy the same quantities as the 3 or 4 large customers. There in the industrial domain, they still call me and tell me, “Where is my deep UV tool?” And up to tools, multiple, yes? That’s also happening. So it’s the shortage that’s still there. And it’s, of course, I fully understand from an investor point of view to say, yes, but we also see the weakness in the consumer markets, we see inventories going up.
But in a specific domain, anywhere between 45- and 20-nanometer, it’s still short. And definitely in certain industrial domains like automotive and just industry in general. So this is still there. And this is why there are a couple of drivers. Like I said, it’s, of course, China. It’s — EUV will need deep UV, and it’s the deep UV OEMs that are in the sweet spot of where the shortage is. And then these are the reasons.
Amit Harchandani: Understood. Very helpful, Peter. And as a second question, if I may go back to the topic of the gross margin evolution over the course of 2023. You’ve talked about a gradual improvement over 2022. At the same time, looking at your top line guidance, it seems like your ASPs are going to rise over the course of 2023. You obviously have greater operating leverage. Is the mix effect so strong, that’s triggering this incremental step-up in gross margin? I guess I’m just trying to get a sense of what that incremental step-up is going to be in ’23? And what are the headwinds which are offsetting some of the tailwinds you have highlighted earlier?
Roger Dassen: Yes, Amit, let me take that one. So many moving parts to the gross margin. We already alluded to one, which is the inflation one. So on inflation, it’s important to recognize, yes, on the one hand, we will get some compensation. Yes, that will lead to an increase in ASP, but we’re also getting inflation on the cost side, both on parts and on labor. So net-net, that will still be — that will be an improvement over the 1.5% negative that we talked about last year, but it’s still a drag on the gross margin in comparison to, for instance, what we had in 2021, but still an improvement over the year. So that’s one element. The second element, of course, the fast shipment. Last year, we had a drag of 1.5% on the fast shipment.
Of course, that drag is gone because as I mentioned, we expect the fast shipment amount coming into the year to also lose out of the year. So that 1.5% drag is gone. So that’s also a positive in comparison to last year. Then volume goes up, both on the EV side and on the deep UV side, so that gives you a bit of a positive. Mix effect in the deep UV business is slightly negative because of the increase in the dry business that we also talked about. So that’s a slight negative. And then there are 2 big ones to bear in mind. First off, as you would have seen, we’re pretty cautious, if you want to call it that way, on the installed base business. And of course, you can assume that the service business will continue to grow. So then if we only guide 5% increase on the total installed base business, that implies that the upgrade business that we have in there is actually contracting.
