Still going strong.
Monthly figures for both billing and booking for each of the first 6 months of 2014 were higher than the corresponding monthly figures last year.
Quarterly figures for both billings and bookings for 2Q2014 were higher than 1Q2014.
June 2014 bookings are at the highest level since May 2012 - Could this strong momentum continue through to 2H, bearing in mind that 2H is normally weaker than 1H ? Well, have to wait and see !
(vested)
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North American Semiconductor Equipment Industry Posts June 2014 Book-to-Bill Ratio of 1.09
SAN JOSE, Calif. — July 21, 2014 — North America-based manufacturers of semiconductor equipment posted $1.47 billion in orders worldwide in June 2014 (three-month average basis) and a book-to-bill ratio of 1.09, according to the June EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 1.09 means that $109 worth of orders were received for every $100 of product billed for the month.
The three-month average of worldwide bookings in June 2014 was $1.47 billion. The bookings figure is 4.3 percent higher than the final May 2014 level of $1.41 billion, and is 10.0 percent higher than the June 2013 order level of $1.33 billion.
The three-month average of worldwide billings in June 2014 was $1.34 billion. The billings figure is 4.8 percent lower than the final May 2014 level of $1.41 billion, and is 10.4 percent higher than the June 2013 billings level of $1.21 billion.
“Semiconductor equipment bookings are at the highest level since May 2012,” said Denny McGuirk, president and CEO of SEMI. “The strength of the June bookings (three-month average) substantiate the outlook for strong double-digit sales growth this 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
January 2014
1,233.2 ( 27.0% HIGHER than January 2013 billing of USD 0.968 billion )
1,280.3 ( 19.0% HIGHER than January 2013 booking of USD 1.08 billion )
1.04
February 2014
1,288.3 (32% HIGHER than February 2013 billing of USD 0.9747 billion )
1,295.4 (21.0% HIGHER than February 2013 booking of USD 1.07 billion )
1.01
March 2014
1,225.5 (23.7% HIGHER than March 2013 billing of USD 0.991 billion)
1,297.7 (18% HIGHER than March 2013 booking of USD 1.10 billion)
1.06
April (2014)
1,403.2 (28.7% HIGHER than April 2013 billing of USD 1.09 billion)
1,443.0 (23.3% HIGHER than April 2013 booking of USD 1.17 billion)
1.03
May 2014 (Final)
1,407.8 (15.4% HIGHER than May 2013 billing of USD 1.22 billion)
1,407.0 ( 6.6% HIGHER than May 2013 booking of USD 1.32 billion)
1.00
June 2014 (prelim)
1,340.4 (10.4% HIGHER than June 2013 billing of USD 1.21 billion)
1,467.1 ( 10.0% HIGHER than June 2013 booking of USD 1.33 billion)
1.09
http://www.semi.org/en/node/50651?id=highlights