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To: Didi who wrote (1888)6/18/2002 6:00:46 PM
From: Didi  Respond to of 2505
 
SEMI: "May 2002 Book-to-Bill Ratio = 1.26 "

semi.org!OpenDocument <---details

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Rearranged.

>>> North American Semiconductor Equipment Industry Posts May 2002 Book-to-Bill Ratio of 1.26

SAN JOSE, Calif., June 18, 2002 -- The North American-based manufacturers of semiconductor equipment posted $1.08 billion in orders in May 2002 (three-month average basis) and a book-to-bill ratio of 1.26, according to the May 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI).

A book-to-bill of 1.26 means that $126 worth of new orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in May 2002 was $1.08 billion.
The bookings figure is
... nine percent above the revised April 2002 level of $996 million and
... 50 percent above the $723 million in orders posted in May 2001.

The three-month average of worldwide billings in May 2002 was $862 million.
The billings figure is
... six percent above the revised April 2002 level of $815 million and
... 41 percent below the May 2001 billings level of $1.46 billion.

"For the second month in a row, bookings have shown positive year-over-year growth and, for the first time since March 2001, average bookings have reached above the billion-dollar mark," said Stanley Myers, president and CEO of SEMI.

"Recent forecasts showing expectations of low, single-digit growth for the chip market in 2002, suggest we will see continued sequential improvement in semiconductor capital spending with a more robust market anticipated in late 2002 or early 2003."

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

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



To: Didi who wrote (1888)7/16/2002 4:30:10 PM
From: Didi  Read Replies (1) | Respond to of 2505
 
VLSI Research: "June Equipment B:B at 1.24"

vlsiresearch.com

"June 2002 Forecast Summary"
...http://www.semichips.org/downloads/Summary.pdf
...http://www.forbes.com/asap/2001/0910/044chart1.html ...6/01 forecast

Gottfried's Superb SEMI Charts:
suite101.com

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Rearranged.

>>> 7/15/2002

FOR IMMEDIATE RELEASE
Contact: Aida Jebens
Email ajebens@vlsiresearch.com
Tel: (408) 453-8844 Fax: (408) 437-0608

VLSI RESEARCH INC

June’s Semiconductor Equipment Book-to-Bill Ratio at 1.24

San Jose, CA: Worldwide equipment billings amounted to $2.56B in June and bookings were at $3.17B, according to the July 15th edition of VLSI Research Inc’s Industry Pulse Pro®.

The resulting book-to-bill ratio was 1.24†.

Equipment billings for June were 3% below May’s level, while bookings were only 2% higher than the previous month.

Absolute bookings levels are still very low because equipment customers remain indecisive about expansion. Several factors are behind this:
(1) Weak chip pricing resulting from a slowing electronics demand occurring at the same time that front-end utilization rate has increased. Front-end utilization rate was at 87.7% in June and is forecast to increase to 88.7% in July;
(2) The financial accounting crisis in the United States is causing many chip makers to forego spending to protect their cash flows.

Of the total billings in June,
... $1.53B were for wafer processing equipment,
... $0.58 for test and related equipment,
... $0.13 for assembly, and
... $0.32 for service and spares.

VLSI Research’s forecast for July calls for billings of $2.4B and bookings of $3.3B that results in a B:B ratio of 1.38.

VLSI Research’s preliminary data for June indicates IC bookings at $14.5B and IC billings at $9.5B, yielding a B:B ratio of 1.18 on a three-month average basis.

The IC billings represent the average of WSTS sales data for April and May and VLSI Research’s estimate for June.

The IC B:B ratio is expected to move up to 1.50 during July, when bookings are forecast at $14.5 and billings are at about $9.7B.

The following table summarizes our latest findings.


Semiconductor Equipment Billings and Bookings
(millions of U.S. dollars)

                                                  Front-End
              Worldwide    Worldwide      B:B     Capacity
               Billings     Bookings     Ratio   Utilization
April 2002     2245.7        2933.8      1.31       80.1%
May 2002       2644.3        3079.3      1.16       83.0%
June 2002*     2559.5        3170.0      1.24       87.7%
July 2002**    2367.0        3256.7      1.38       88.7%


*-Preliminary
**-Forecast
†- VLSI Research’s equipment B:B represents worldwide bookings and billings for the current
month. They differ from those published in SEMI’s Express Report, which are a three-month
average of equipment bookings and billings for North American manufacturers.<<<


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