North American Semiconductor Equipment Industry Posts October 2011 Book-to-Bill Ratio of 0.74

SAN JOSE, Calif. – November 17, 2011 – North America-based manufacturers of semiconductor equipment posted $939.4 million in orders in October 2011 (three-month average basis) and a book-to-bill ratio of 0.74, according to the October Book-to-Bill Report published today by SEMI. A book-to-bill of 0.74 means that $74 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in October 2011 was $939.4 million. The bookings figure is 1.4 percent more than the final September 2011 level of $926.5 million, and is 41.1 percent below the $1.59 billion in orders posted in October 2010.

The three-month average of worldwide billings in October 2011 was $1.27 billion. The billings figure is 3.6 percent less than the final September 2011 level of $1.31 billion, and is 22.0 percent less than the October 2010 billings level of $1.62 billion.

“The recent period’s billings and bookings reflect the slowing capital investment in the industry that has been evident throughout the year,” said Denny McGuirk, president and CEO of SEMI. “While overall spending has declined, investments in NAND Flash, sub-30nm technology, and system LSI are on-going.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars.

 

Billings
(3-mo. 

avg)

Bookings
(3-mo.  

avg)

Book-to-

Bill

 

 

 

 

May 2011

1,669.2

1,623.0

0.97

June 2011

1,640.2

1,540.4

0.94

July 2011

1,521.2

1,298.2

0.85

Aug 2011

1,457.7

1,162.4

0.80

Sept 2011 (final)

1,313.5

926.5

0.71

Oct 2011 (prelim)

1,266.0

939.4

0.74

Source: SEMI November 2011


The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

The data are contained in a monthly Book-to-Bill Report published by SEMI. The report tracks billings and bookings worldwide of North American-headquartered manufacturers of equipment used to manufacture semiconductor devices, not billings and bookings of the chips themselves. The Book-to-Bill report is one of three reports included with the Equipment Market Data Subscription (EMDS).

SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Beijing, Bengaluru, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org.

Association Contacts

Dan Tracy/SEMI
Tel: 1.408.943.7987
E-mail: dtracy@semi.org

Deborah Geiger/SEMI
Tel: 1.408.943.7988
E-mail: dgeiger@semi.org

Editor’s Note:

Next SEMI Book-to-Bill: December 15, 2011, at 3:00 p.m. PDT

For information on SEAJ Book-to-Bill Report, visit www.seaj.or.jp

 

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