Nikon India, a subsidiary of Japan’s Nikon Corporation is eyeing to close the financial year ending March 2026 with revenues of ₹1,000 crore — a growth of about 8 per cent from the previous fiscal. The company is expecting a steady growth of about 5 per cent in FY27, Sajjan Kumar, Managing Director, Nikon India told businessline on the sidelines of Nikon Experience Zone inauguration at a retail outlet here on Tuesday.The experience zone displays Nikon’s range of photography and imaging products including mi ...

大家好，今天犀哥这篇文章，主要来聊聊全球光刻机明明供不应求，日本尼康却亏出史上最高纪录，这 场850亿日元的亏损，折射出日本光刻机产业怎样的处境？ 光刻机市场如此紧俏，尼康为何会陷入巨亏？ 2025年全球光刻机始终是卖方市场，高端EUV光刻机更是一机难求，有钱都很难买到。 可尼康的财报却堪称行业奇观，全年亏损850亿日元，折合人民币36.8亿元，不仅创下自身成立以来最 大亏损，更是刷新了日本光刻机行业史上最高年度亏损纪录。 另一边业绩反差格外刺眼，荷兰阿斯麦赚得盆满钵满，2025年全年交付160台光刻机，其中20多台EUV 光刻机单台售价4亿美元，仅这一项就入账百亿美元。 叠加DUV光刻机销量，外加技术服务、售后维保等高附加值收入，全年营收高达368亿美元，堪称行 业"印钞机"。 反观尼康，全年仅卖出9台光刻机，连阿斯麦销量的零头都不及，产品滞销直接导致营收断层，再大的 企业也扛不住这样的销量断崖，巨亏成了必然结局。 日本光刻机产业的溃败，从来不是突发意外，而是一步错步步错的长期积累，上世纪80年代，尼康是全 球光刻机领域的绝对天花板，凭借干式光刻机垄断全球市场，是无人能撼动的行业霸主。 尼康的自负，成为衰败 ...

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 将投中网设为"星标⭐"，第一时间收获最新推送 没有尼康，就没有现代半导体工业。 作者丨 张静波 来源丨 华商韬略 2026年开春，一则重磅消息在日本产业界，炸响了惊雷。 作为日本骄傲的百年光学巨头尼康，2025财年预亏850亿日元，创下公司历史上最大亏损纪录。 这个数字，再次击碎了日本产业的颜面。 丧钟 尼康解释，导致自身亏损的核心原因是：3D打印机业务拖累。 但更多人却将目光投向一个刺眼的数字：尼康光刻机业务，过去半年仅卖了9台，而且卖的几乎全是成熟制程设备。 而地球另一端，荷兰ASML也交出了半年答卷：仅高端EUV光刻机就狂卖20多台，总出货量更高达160台。 9对160，这不是差距，这是挽歌、丧钟。 在东京，尼康总部大楼的会议室里，空气凝固得让人窒息。 会长马立稔和一脸憔悴，作为公司内部最懂光刻机技术的高管，他曾亲眼见证了尼康昔日的辉煌。 也正因为如此，眼前这般惨淡，才最为诛心。 时钟拨回到1980年代，那是尼康的沸腾年代。 彼时的尼康，代表了日本精密制造的巅峰水平，它在专业相机与半导体光刻机两大核心领域同时登顶全球。 ...

尼康 F3 系列是胶片时代当之无愧的传奇机型。1980 年 3 月由尼康正式发布，是该品牌首款主打电子控 制的顶级专业 35 毫米胶片单反，由意大利设计大师 Giorgetto Giugiaro 操刀外观，标志性的红色手柄饰 条从此成为尼康专业机的经典标识。 不少摄影爱好者表示，尼康F3/T 凭借耐用性与成像质感至今仍活跃在创作一线，明星上手更让这款经 典机型再度出圈。 摄藏大发 PACK in y 20/08 7~18c t the first 小王,互勉吗? 当地时间 3 月 6 日 - 10 日，2026 巴黎秋冬时装周期间，艺人王一博以三大顶奢品牌全球代言人身份亮 相多场大秀，街拍中被拍到手持尼康 Nikon F3/T胶片相机，兼具时尚气质与复古格调，迅速引发时尚与 摄影两大圈层关注。 1982 年推出的 F3HP 高视点版本与钛金属机身的 F3/T 版本，前者解决了戴眼镜摄影师取景的痛点，后 者则凭借钛合金材质实现轻量化与更强的耐用性，成为胶片相机收藏圈的珍品。F3 不仅被全球专业摄 影师广泛用于新闻、纪实、人像等领域，更有改装版随 NASA 执行太空拍摄任务。其精湛的做工、稳 定的性能与独特的胶片 ...

2026年3月3日，春回大地、万物复苏之际，迎来了联合国第13个世界野生动植物日。今年的主题聚 焦"药用和芳香植物：保护健康、遗产与生计"，着重凸显药用与芳香植物在维系人类健康、传承文化遗 产、支撑地方生计中的核心价值，同时呼吁关注其面临的栖息地丧失、过度采伐等生存威胁，凝聚全球 保护力量。 作为深耕光学领域百年的品牌，尼康始终以影像为媒，传递对自然生灵的敬畏与守护之心，依托深厚的 技术积淀，用专业影像设备记录野生动植物的灵动与美好，助力全球野生动植物保护事业行稳致远。 以微观影像，留存草木灵韵 每一株药用与芳香植物，都藏着自然的馈赠与生命的韧性，尼康以影像为桥，用专业设备捕捉这份草木 灵韵，更以温柔的拍摄方式，守护它们的原生生长状态。尼康Z6III微单凭借精准的对焦响应与均衡的 成像表现，适配多种植物拍摄场景。其搭载部分堆栈式CMOS传感器，具有约2450万有效像素，配合 ISO 100-64000的原生感光度范围，即便在林间光线昏暗的环境下，也能有效抑制噪点，细腻还原植物 的自然本色。搭配尼克尔Z MC 105mm f/2.8 VR S全画幅微距镜头，其可实现1：1等倍放大，最近对焦 距离仅约0.29米， ...

Core Insights - Nikon has introduced a new version of the Nikkor Z 28-75mm f/2.8 lens, which is available for pre-order at B&H Photo, priced at $1,196, an increase of $200 from the previous model priced at $996 [1] Product Features - The new Nikkor Z 28-75mm f/2.8 lens retains the Z mount design and is compatible with Nikon FX-format mirrorless cameras [1] - The lens features a constant aperture of F2.8, with a range from F2.8 to F22 [1] - It includes Super ED and ED glass elements to improve chromatic aberration control, ensuring sharp image quality from edge to center [1] - The lens is designed with three aspherical elements to effectively reduce spherical aberration and enhance overall image quality [1] - It boasts a lightweight and compact design, providing excellent portability [1]

Core Viewpoint - The articles emphasize the importance of high-quality imaging equipment, particularly Nikon's cameras and lenses, in capturing family moments during the Chinese New Year celebrations, highlighting their features that enhance photo quality and detail [1][3][11]. Group 1: Camera Features - The Nikon Z6 III is designed for diverse shooting scenarios, offering an ISO range of 100-64000, which ensures excellent image quality even in low-light conditions typical of family gatherings [3]. - The camera features a high-resolution electronic viewfinder with approximately 5.76 million dots, supporting DCI-P3 wide color gamut display, allowing for accurate color reproduction of festive decorations and clothing [3]. - It supports multiple focusing modes, ensuring precise focus on multiple subjects in family portraits, and includes pre-shooting and high-speed continuous shooting functions to capture fleeting moments [3]. Group 2: Lens Options - The Nikkor Z 24-70mm f/2.8 S II lens is versatile for family portraits, covering essential focal lengths from wide-angle to medium telephoto, with a constant f/2.8 aperture that performs well in low light and creates a pleasing background blur [5]. - The Nikkor Z DX 16-50mm f/2.8 VR lens offers a wide-angle perspective, capturing the entire family gathering and festive elements, while minimizing optical aberrations for clear images [7]. - The Nikkor Z DX Micro 35mm f/1.7 lens is ideal for portrait photography, providing a natural perspective and soft background blur, enhancing the emotional connection in family photos [9]. Group 3: Emotional Connection - Nikon's imaging technology serves as a bridge connecting time and emotions, allowing families to preserve fleeting moments during the reunion, with each photo representing a lasting emotional bond [11].

Investment Rating - The report does not explicitly state an investment rating for the lithography machine industry Core Insights - The lithography equipment market is crucial for semiconductor manufacturing, holding a 20.13% market share, second only to etching equipment [2] - The technology evolution in lithography is pivotal for advancing chip manufacturing processes, with significant implications for performance, power consumption, and area [3] - The report highlights a shift in China's semiconductor industry towards self-reliance and domestic production capabilities, particularly in mature process nodes [29] Summary by Sections Importance of Lithography Machines - Lithography equipment accounts for approximately 20% of capital expenditures in wafer fabrication, with 70%-80% of spending directed towards equipment [2] - The technology is essential for determining line width precision and integration density in chip manufacturing, with advanced chips requiring up to 30 lithography steps [3] Global Lithography Machine Shipment Trends - In 2024, lithography machine shipments showed steady quarterly growth, reaching a record high of 209 units in Q4, a 22% increase from the previous quarter [7] - High-end models (EUV, ArFi, ArF) saw a slight decline in shipments, while mature process models (KrF, i-line) experienced a 4.2% year-on-year growth [7] Competitive Landscape - The lithography machine market is highly concentrated, with ASML, Canon, and Nikon accounting for 61.2%, 34.1%, and 4.7% of the market share, respectively [10] - ASML dominates the advanced process segment with its EUV technology, while Nikon and Canon focus on mature process equipment [10] Key Players and Developments - ASML plans to increase EUV production to 90 units per year by 2025-2026, with significant advancements in machine performance and throughput [12] - Canon is pursuing a differentiated path with its nanoimprint technology, aiming for 10nm line width capabilities [12] Import Dependency of China's Semiconductor Industry - In 2024, China's lithography machine imports exceeded $10.7 billion, with ASML being the primary supplier [16] - The report indicates a significant reliance on Dutch imports, with ASML's machines accounting for 88.7% of the total import value [16] Strategic Shifts in China's Semiconductor Sector - China's semiconductor industry is transitioning from passive defense to proactive breakthroughs, with significant investments in domestic lithography capabilities [29] - The report notes that while ASML's sales to China are substantial, demand is expected to decline as local companies stockpile equipment [29]

Group 1 - The Nikon Z50II is an entry-level mirrorless camera featuring approximately 20.9 million pixels APS-C format CMOS sensor, significantly enhancing overall performance with the same Nikon EXPEED 7 image processor used in Z6III, Z8, and Z9 [1] Group 2 - In video recording, the Nikon Z50II supports 4K 60P and oversampled 4K 30P video specifications, as well as full HD 120P video [3] - The camera features 9 types of subject detection for autofocus, including humans, dogs, cats, birds, cars, motorcycles, bicycles, trains, and airplanes, allowing for real-time tracking focus during shooting [3]

Core Viewpoint - The ongoing lawsuit between Nikon and Weizhuo is centered around patent infringement related to the Z-mount lens technology, with implications for both companies' market positions and future collaborations [1][3][5]. Group 1: Legal Context - The lawsuit involves a claim of "temporary protection period royalties," indicating that Weizhuo allegedly used Nikon's patented technology without permission during the patent application waiting period [3]. - Weizhuo's previous assertion of conducting legal reverse engineering is contradicted by the court's acceptance of the case, suggesting that infringement is established [3]. Group 2: Potential Outcomes - If Nikon wins the case, it could lead to a settlement where Weizhuo pays for the infringement, potentially resulting in a cooperative partnership [5]. - The least favorable outcome for Weizhuo would be a retroactive claim for patent fees and an injunction against further infringement [5]. Group 3: Market Dynamics - Nikon's lawsuit is perceived as a response to Weizhuo's increasing market share in the Z-mount lens segment, which has begun to encroach on Nikon's sales [10]. - Weizhuo's competitive pricing strategy, offering lenses at significantly lower prices than Nikon's, has attracted a substantial customer base, particularly among budget-conscious consumers [10]. Group 4: Industry Reactions - There are mixed opinions in the industry regarding Nikon's lawsuit, with some arguing that Nikon should appreciate the role of domestic brands in expanding the market, while others believe the lawsuit could harm Nikon's brand image [12]. - The potential for a settlement may lead to Weizhuo becoming an authorized partner, but it could also result in restrictions on Weizhuo's product offerings to avoid direct competition with Nikon [12].