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Non-Tech : Kirk's Market Thoughts
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To: Gottfried who wrote (1284)5/22/2014 6:21:36 PM
From: Kirk ©1 Recommendation

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Still a number above unity.

North American Semiconductor Equipment Industry Posts April 2014 Book-to-Bill Ratio of 1.03
semi.org
SAN JOSE, Calif. — May 22, 2014 — North America-based manufacturers of semiconductor equipment posted $1.44 billion in orders worldwide in April 2014 (three-month average basis) and a book-to-bill ratio of 1.03, according to the April EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 1.03 means that $103 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in April 2014 was $1.44 billion. The bookings figure is 10.8 percent higher than the final March 2014 level of $1.30 billion, and is 22.5 percent higher than the April 2013 order level of $1.17 billion.

The three-month average of worldwide billings in April 2014 was $1.40 billion. The billings figure is 14.1 percent higher than the final March 2014 level of $1.23 billion, and is 28.7 percent higher than the April 2013 billings level of $1.09 billion.

“Sales of semiconductor manufacturing equipment from North American producers continue to demonstrate strong sequential and year-over-year growth,” said Denny McGuirk, president and CEO of SEMI. “The data through the first quarter reflects momentum in memory, foundry, and back-end spending.”

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

November 2013

1,113.9

1,238.0

1.11

December 2013

1,349.7

1,380.8

1.02

January 2014

1,233.2

1,280.3

1.04

February 2014

1,288.3

1,295.4

1.01

March 2014 (final)

1,225.5

1,297.7

1.06

April 2014 (prelim)

1,398.5

1,438.2

1.03

Source: SEMI, May 2014


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 SEMI Equipment Market Data Subscription (EMDS).

SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains. Our 1,900 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 Bangalore, Beijing, 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
Phone: 1.408.943.7987
Email: dtracy@semi.org

Deborah Geiger/SEMI
Phone: 1.408.943.7988
Email: dgeiger@semi.org

Notes

Next SEMI Book-to-Bill: June 19, 2014 at 3:00pm Pacific Daylight Time (PDT)

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