N. American Semi Fab B2B Plummets PDF Print E-mail
Written by Mike Buetow   
Monday, 24 October 2011 10:59

SAN JOSE – North America-based semiconductor equipment manufacturers reported a sharp drop in orders in September, continuing a summer-long decline.

The 90-day moving average orders in September fell to $984.8 million, said SEMI. The three-month average worldwide bookings fell 15.3% from the final August level of $1.16 billion, and was down 40.4% from September 2010.

The three-month average worldwide billings was down 9.8% sequentially and 18.4% year-over-year to $1.31 billion.

The book-to-bill ratio dropped five basis points from the revised August figure to 0.75. A book-to-bill of 0.75 means that $75 worth of orders were received for every $100 of product billed for the month. A ratio below 1.0 is considered an indicator of a near-term market decline.

Semiconductor equipment is considered a leading indicator for future IC and printed circuit board orders.

“Both billings and booking continue to decline with three-month average bookings almost  reaching a value last reported in late 2009,” said Stanley T. Myers, president and CEO of SEMI. “While device makers are investing in advanced technology, broader investments await stability in the overall economic outlook.”

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 US dollars.

Billings
(3-mo. avg)

Bookings
(3-mo. avg)

Book-to-Bill

April 2011

1,635.4

1,602.4

0.98

May 2011

1,669.2

1,623.0

0.97

June 2011

1,640.2

1,540.4

0.94

July 2011

1,521.2

1,298.2

0.85

Aug 2011 (final)

1,457.7

1,162.4

0.80

Sept 2011 (prelim)

1,314.4

984.8

0.75

Source: SEMI October 2011

 

 

Columns

Eastern-US: China’s New Competitor?

Parity emerges among EMS Factories from Asia, Mexico and the US.

For the first time in years we see parity in the Eastern US among EMS factories from Asia, Mexico and the US. This EMS market condition will permit American OEMs (the EMS industry refers to OEMs as customers) to have more EMS pathways to choose from. Now more than ever, such EMS assignments will require deeper investigation relating to the OEMs’ evaluation of manufacturing strategies.

Read more...
 
The Human Touch

For those who count on the electronics industry for big feats, it’s been a remarkable couple of years.

Read more...
 

Features

Advances in Concentration Monitoring and Closed-Loop Control

Contaminated bath water skews refractive index results. New technology can accurately measure aqueous cleaning agent concentration.

Read more...
 
Circuits Disassembly: Materials Characterization and Failure Analysis

A systematic approach to nonconventional methods of encapsulant removal.

Read more...
 

Search

Search

Login

CB Login

Language

Language

English French German Italian Portuguese Russian Spanish
 

Products

KIC Debuts K2 Thermal Profiler
K2 thermal profiler has plug-and-play hardware and a graphical user interface said to make profiling both quick and easy. Enables each thermocouple to use its own unique process window, while...