I haven't made it through all the posts to make sure I am
not duplicating anything but here is the book to bill that
was just released.........
Expectations............
15:12 ET Semi Equip Book/Bill : Industry group SEMI's book/bill ratio for
the semi equipment industry will be released after the close. After plunging
for months, the index edged up to 0.46 in May from 0.44 in Apr. The mean
estimate of 4 firms who provided numbers for June is 0.53. However, analysts
are taking pains to point out that the increase might occur because
shipments are falling faster than orders, and therefore suggest the focus
should be the orders number; of 5 firms whose comments we reviewed, 3
expected a decline in orders vs May's $604 mln; 2 an increase, with Goldman
Sachs the most optimistic at $700 mln.
===========================
The Release.........
North American Semiconductor Equipment Industry Posts June
2001 Book-to-Bill Ratio of 0.54
SAN JOSE, Calif., July 23, 2001 -- The North American-based manufacturers of semiconductor equipment posted $705
million in orders in June 2001 and a book-to-bill ratio of
0.54, according to the June 2001 Express Report published today by Semiconductor Equipment and Materials
International (SEMI). A book-to-bill of 0.54 means that $54
worth of new orders were received for every $100 of product
billed for the month.
The three-month average of worldwide bookings in June 2001
was $704.7 million. The bookings figure is one percent
below the revised May 2001 level of $714 million and 75
percent below the $2.86 billion in orders posted in June
2000.
The three-month average of worldwide shipments in June 2001
was $1.31 billion. The shipments figure is 12 percent below
the revised May 2001 level of $1.49 billion and is 42
percent below the June 2000 shipments level of $2.26
billion.
"While the book-to-bill ratio improved slightly in June, total shipments and orders continued to decline," said
Elizabeth Schumann, director of industry research and
statistics for SEMI. "Some specific equipment categories are showing modest improvement, which could be an
indication that the industry is nearing the trough of the
orders cycle. Based on comments regarding the lack of
forward visibility made by participants last week at
SEMICON West, however, we hesitate to declare a reversal in
order trends just yet."
The SEMI book-to-bill is a ratio of three-month moving
average bookings to three-month moving average shipments
for the North American semiconductor equipment industry.
Shipments and bookings figures are in millions of U.S.
dollars.
Shipments Bookings Book-to-Bill
January 2001 2,308.40 1,854.20 0.8
February 2001 2,279.30 1,610.90 0.71
March 2001 2,020.20 1,197.30 0.59
April 2001 (final) 1,654.60 721.3 0.44
May 2001 (revised) 1,485.00 714 0.48
June 2001 (prelim.) 1,310.80 704.7 0.54
The data contained in this release was compiled by the
independent public accounting firm of Arthur Andersen LLP,
without audit, from data submitted directly by the
participants. SEMI and Arthur Andersen LLP can assume no
responsibility for the accuracy of the underlying data.
The data are contained in a monthly Express Report
published by SEMI that tracks shipments and orders
worldwide of North American-based manufacturers of
equipment used to manufacture semiconductor devices, not
shipments and orders of the chips themselves. The July 2001
Express Report is scheduled for publication on August 21,
2001 (subject to change).
Based in San Jose, Calif., SEMI is an international
industry association serving more than 2,400 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in
Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information,
visit SEMI on the Internet at www.semi.org.
semi.org!OpenDocument
The table is prettier on our site or at the link posted.
Good Luck,
Lee |
