So that’s the conversation that we need to have. And you will appreciate that that’s a conversation that, of course, customers need to really look into and become comfortable with. So that’s not a 5-minute conversation. We’re now done with the accounting analysis, so the accounting analysis in and by itself is clear, but it all hinges on the premise of being able to get to an agreement with customers on what I just told you. So those conversations were now starting. Cannot tell you when that is done. In all likelihood, I would say, by mid this year, we should have clarity on whether customers are willing to do that or not. It could also be that some customers are going to accept it, others could not. And then once we have that clarity, of course, we will share that with you, and we’ll also clarify to you what that means.
To the extent that we would be able to recognize revenue again upon shipment for these fast shipments, of course, that would be additional to the more than 25% revenue growth that we’ve mentioned.
Didier Scemama: Yes, that’s very clear, Roger. And as a follow-up to that, so if fast shipments becomes the norm, is it reasonable to assume that your actual capacity for EUV actually is increased by 5 units because you shave off effectively a month of cycle time? So 60 divided by 12, 65 — I’m sorry, 5, plus 5, so 65, plus whatever deferred from ’22 into ’23 if fast shipments becomes the norm. Is that the way to think about it?
Roger Dassen: I think that’s directionally correct. That’s directionally correct, Didier. And bear in mind, in the output that we had for this year, of course, we already started to have that benefit, right? So there’s already that benefit. But then to the extent that we’re really able to get all the supply chain issues sorted, get back to a normal cycle time. As you heard before, we’re eyeing a regular cycle time of 17 weeks. If we’re then able to shave off 3, 4 weeks of testing, then that’s the unit number that you could see it increase with. Correct.
Didier Scemama: Brilliant. Congratulations. Not too bad for a recession.
Roger Dassen: Thanks, Didier.
Operator: And our next question comes from the line of Francois-Xavier Bouvignies at UBS.
Francois-Xavier Bouvignies: So the first one is on, Peter, you mentioned in your remarks that the demand is still above what you are able to do in terms of supply. So in a situation where — and it’s quite often a market share shift within your customer base, in deep UV and EUV. How do you plan to treat that? If you see pushout, let’s say, by a couple of quarters so it slips to 2024, do you keep the slot for those customers? Or are you going to reallocate directly to the one that can take it straight away? So just how do you deal with pushout in this kind of allocation market if some customers have some delays? That would be interesting to have your point on that. And I have a quick follow-up.
