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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (4286)	9/12/2016 10:54:45 AM
From: Kirk ©	1 Recommendation Recommended By Gottfried Respond to of 26518

From Semiconductor Today: "We are still sold out for a number of products and continue to add capacity to meet the strong demand," semiconductor-today.com 12 September 2016 Finisar quarterly revenue grows a more-than-expected 7%, driven by 22% growth in 100G datacom transceiversFor its fiscal first-quarter 2017 (ended 31 July 2016), fiber-optic communications component and subsystem maker Finisar Corp of Sunnyvale, CA, USA has reported record revenue of $341.3m, up 7.1% on $318.8m last quarter and up 8.7% on $314m a year ago. There were again two 10%-or-greater customers. The top 10 customers represented 60.2% of total revenue, up from 56.4% last quarter. Datacom product sales were $243.4m, up 4.3% on $233.3m a year ago and up 0.2% on $242.9m last quarter. Growth was driven primarily by strong demand for 100Gb/s transceivers (including CFP, CFP2, CFP4 and QSFP28 form factors) offset partially by a decline in sales of transceivers for wireless applications and in 40G transceivers (to about 20% of datacom revenue). Excluding transceivers for wireless applications, datacom revenue rose by 3.1% sequentially. In particular, sales of 100G transceivers for datacom applications were up 21.8% on last quarter and 115.8% on a year ago. QSFP28 sales especially more than doubled in fiscal Q1. Telecom product sales were $97.9m, up 21% on $80.7m a year ago and up 29% on $75.9m last quarter. Growth was due to higher sales of wavelength-selective switches (WSS, growing more than the expected 10%) as well as coherent receivers and 100G transceivers. Growth was boosted by a broad rebound in demand for other telecom products (including amplifiers and both tunable and fixed-wavelength 10G transceivers) following an unexpected decline in a variety of products last quarter. ---- snip..... "We are still sold out for a number of products and continue to add capacity to meet the strong demand," notes Rawls. "Some of our capacity expansion investments include a 100G client-side transceivers, QSFP28, wavelength-selective switches, line-cards, 25G lasers and our 100G and 200G coherent CFP2-ACO transceivers," he adds. "In fiscal 2017, we expect to benefit from the ramp of many new products," says Rawls. "Revenue growth will be driven by data-center construction, 100G upgrades and the increased deployment of ROADMs and 100Gb/s and 200Gb/s coherent transceivers in telecom long-haul and metro markets."

To: Gottfried who wrote (4286)

9/19/2016 10:14:56 AM

From: Kirk ©

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Respond to of 26518

SAN JOSE, Calif. — September 15, 2016 — North America-based manufacturers of semiconductor equipment posted $1.75 billion in orders worldwide in August 2016 (three-month average basis) and a book-to-bill ratio of 1.03, according to the August Equipment Market Data Subscription (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.

SEMI reports that the three-month average of worldwide bookings in August 2016 was $1.75 billion. The bookings figure is 2.3 percent lower than the final July 2016 level of $1.80 billion, and is 5.0 percent higher than the August 2015 order level of $1.67 billion.

The three-month average of worldwide billings in August 2016 was $1.71 billion. The billings figure is approximately the same as the final July 2016 level of $1.71 billion, and is 8.4 percent higher than the August 2015 billings level of $1.58 billion.

"The book-to-bill ratio has been at or above parity since December of last year with current monthly bookings and billings levels at $1.7 billion,” said Denny McGuirk, president and CEO of SEMI. “Given the current data trends, North American equipment suppliers are clearly benefiting from strong investments by device manufacturers in the second half of the year.”

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
March 2016	$1,197.6	$1,379.2	1.15
April 2016	$1,460.2	$1,595.4	1.09
May 2016	$1,601.5	$1,750.5	1.09
June 2016	$1,715.2	$1,714.3	1.00
July 2016 (final)	$1,707.9	$1,795.4	1.05
August 2016 (prelim)	$1,708.1	$1,753.9	1.03

Source: SEMI ( www.semi.org), September 2016

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