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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST

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From: Woody_Nickels1/24/2017 6:11:42 PM
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December 2016 Book to Bill 1.06...the last BtB

<<North American Semiconductor Equipment Industry Posts December 2016 Book-to-Bill Ratio of 1.06

MILPITAS, Calif. — January 24, 2017 — North America-based manufacturers of semiconductor equipment posted $1.99 billion in orders worldwide in December 2016 (three-month average basis) and a book-to-bill ratio of 1.06, according to the December Equipment Market Data Subscription (EMDS) Book-to-Bill Report published today by SEMI. A book-to-bill of 1.06 means that $106 worth of orders were received for every $100 of product billed for the month.

SEMI reports that the three-month average of worldwide bookings in December 2016 was $1.99 billion. The bookings figure is 28.3 percent higher than the final November 2016 level of $1.55 billion, and is 47.8 percent higher than the December 2015 order level of $1.34 billion.

The three-month average of worldwide billings in December 2016 was $1.87 billion. The billings figure is 15.7 percent higher than the final November 2016 level of $1.61 billion, and is 38.2 percent higher than the December 2015 billings level of $1.35 billion.

“2016 ended the year with bookings levels approaching $2 billion," said Denny McGuirk, president and CEO of SEMI. “This combined with a significant increase in billings puts 2016 equipment sales of North American manufacturers well above 2015 levels and well positioned for 2017.”

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

July 2016

$1,707.9

$1,795.4

1.05

August 2016

$1,709.0

$1,753.4

1.03

September 2016

$1,493.3

$1,567.2

1.05

October 2016

$1,630.4

$1,488.4

0.91

November 2016 (final)

$1,613.3

$1,547.5

0.96

December 2016 (prelim)

$1,865.8

$1,985.4

1.06

Source: SEMI ( www.semi.org), January 2017

SEMI will cease publishing the monthly North America Book-to-Bill report this year. The December 2016 report and press release is the last publication. The decision to discontinue the Book-to-Bill report is based on changes in reporting by some participants where the reporting of orders/bookings into the data collection program is no longer considered a necessary component of their industry analysis.>>
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