21-11-2014, 12:15 PM
Recent figures seem consistent with "pushed out in equipment deliveries" by end users.
(vested)
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North American Semiconductor Equipment Industry Posts October 2014 Book-to-Bill Ratio of 0.93
SAN JOSE, Calif. — November 20, 2014 — North America-based manufacturers of semiconductor equipment posted $1.10 billion in orders worldwide in October 2014 (three-month average basis) and a book-to-bill ratio of 0.93, according to the October EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 0.93 means that $93 worth of orders were received for every $100 of product billed for the month.
The three-month average of worldwide bookings in October 2014 was $1.10 billion. The bookings figure is 7.0 percent lower than the final September 2014 level of $1.19 billion, and is 1.9 percent lower than the October 2013 order level of $1.12 billion.
The three-month average of worldwide billings in October 2014 was $1.18 billion. The billings figure is 5.8 percent lower than the final September 2014 level of $1.26 billion, and is 10.6 percent higher than the October 2013 billings level of $1.07 billion.
"While the global semiconductor equipment industry will see strong double-digit growth this year and is slated for further growth in 2015, order activity posted by North American suppliers has moderated, resulting in a book-to-bill ratio below parity for two consecutive months," said SEMI president and CEO Denny McGuirk.
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
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
1,327.5 (9.7% HIGHER than June 2013 billing of USD 1.21 billion)
1,455.0 (9.4% HIGHER than June 2013 booking of USD 1.33 billion)
1.10
July 2014
1,319.1 (9.9% HIGHER than July 2013 billing of USD 1.20 billion)
1,417.1 (17.1% HIGHER than July 2013 booking of USD 1.21 billion)
1.07
Aug 2014
1,293.4 (19.5% HIGHER than August 2013 billing of USD 1.08 billion)
1,346.1 (26.5% HIGHER than August 2013 booking of USD 1.06 billion)
1.04
Sep 2014 (Final)
1,256.5 (23.4% HIGHER than Sept 2013 billing of USD 1.02 billion)
1,186.2 (19.8% HIGHER than Sept 2013 booking of USD 0.99 billion)
0.94
Oct 2014 (prelim)
1,184.0 (10.6% HIGHER than Oct 2013 billing of USD 1.07 billion)
1,102.9 (1.9% LOWER than Oct 2013 booking of USD 1.12 billion)
0.93
(vested)
________________________________________________________________________________________________________________
North American Semiconductor Equipment Industry Posts October 2014 Book-to-Bill Ratio of 0.93
SAN JOSE, Calif. — November 20, 2014 — North America-based manufacturers of semiconductor equipment posted $1.10 billion in orders worldwide in October 2014 (three-month average basis) and a book-to-bill ratio of 0.93, according to the October EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 0.93 means that $93 worth of orders were received for every $100 of product billed for the month.
The three-month average of worldwide bookings in October 2014 was $1.10 billion. The bookings figure is 7.0 percent lower than the final September 2014 level of $1.19 billion, and is 1.9 percent lower than the October 2013 order level of $1.12 billion.
The three-month average of worldwide billings in October 2014 was $1.18 billion. The billings figure is 5.8 percent lower than the final September 2014 level of $1.26 billion, and is 10.6 percent higher than the October 2013 billings level of $1.07 billion.
"While the global semiconductor equipment industry will see strong double-digit growth this year and is slated for further growth in 2015, order activity posted by North American suppliers has moderated, resulting in a book-to-bill ratio below parity for two consecutive months," said SEMI president and CEO Denny McGuirk.
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
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
1,327.5 (9.7% HIGHER than June 2013 billing of USD 1.21 billion)
1,455.0 (9.4% HIGHER than June 2013 booking of USD 1.33 billion)
1.10
July 2014
1,319.1 (9.9% HIGHER than July 2013 billing of USD 1.20 billion)
1,417.1 (17.1% HIGHER than July 2013 booking of USD 1.21 billion)
1.07
Aug 2014
1,293.4 (19.5% HIGHER than August 2013 billing of USD 1.08 billion)
1,346.1 (26.5% HIGHER than August 2013 booking of USD 1.06 billion)
1.04
Sep 2014 (Final)
1,256.5 (23.4% HIGHER than Sept 2013 billing of USD 1.02 billion)
1,186.2 (19.8% HIGHER than Sept 2013 booking of USD 0.99 billion)
0.94
Oct 2014 (prelim)
1,184.0 (10.6% HIGHER than Oct 2013 billing of USD 1.07 billion)
1,102.9 (1.9% LOWER than Oct 2013 booking of USD 1.12 billion)
0.93