North America-based manufacturers of semiconductor equipment posted $1.67 billion in orders worldwide in August 2015 (three-month average basis) and a book-to-bill ratio of 1.06, according to the August EMDS Book-to-Bill Report published by SEMI. The organization also reported that worldwide semiconductor manufacturing equipment billings reached $9.4 billion in the second quarter of 2015.
A book-to-bill of 1.06 means that $106 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 2015 was $1.67 billion. The bookings figure is 5.0% higher than the final July 2015 level of $1.59 billion, and is 23.8% higher than the August 2014 order level of $1.35 billion.
The three-month average of worldwide billings in August 2015 was $1.58 billion. The billings figure is 1.3% higher than the final July 2015 level of $1.56 billion, and is 21.9% higher than the August 2014 billings level of $1.29 billion.
“Given the trends through the year so far, the book-to-bill ratio stayed above parity on a three-month average basis,” said Denny McGuirk, president and CEO of SEMI. “An adjustment in the trends is anticipated for the rest of the year due to the near-term economic outlook and lower demand for electronics in some sectors.”
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 |
Bookings |
Book-to-Bill |
|
| March 2015 |
$1,265.6 |
$1,392.7 |
1.10 |
| April 2015 |
$1,515.3 |
$1,573.7 |
1.04 |
| May 2015 |
$1,557.3 |
$1,546.2 |
0.99 |
| June 2015 |
$1,554.9 |
$1,517.4 |
0.98 |
| July 2015 (final) |
$1,556.2 |
$1,587.3 |
1.02 |
| August 2015 (prelim) |
$1,576.1 |
$1,667.0 |
1.06 |
Source: SEMI (www.semi.org), September 2015
The data contained in this release were compiled by David Powell Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell Inc. assume no responsibility for the accuracy of the underlying data.
The data are contained in a monthly Book-to-Bill Report published by SEMI. The report tracks billings and bookings worldwide of North American-headquartered manufacturers of equipment used to manufacture semiconductor devices, not billings and bookings of the chips themselves. The Book-to-Bill report is one of three reports included with the SEMI Equipment Market Data Subscription (EMDS).
Equipment figures
SEMI also reported that worldwide semiconductor manufacturing equipment billings reached $9.4 billion in the second quarter of 2015. The billings figure is 1% lower than the first quarter of 2015 and 2% lower than the same quarter a year ago. The data is gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 100 global equipment companies that provide data on a monthly basis.
Worldwide semiconductor equipment bookings were $10.2 billion in the second quarter of 2015. The figure is 2% higher than the same quarter a year ago and 6% higher than the bookings figure for the first quarter of 2015.
The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:
|
2Q2015 |
1Q2015 |
2Q2014 |
2Q15/1Q15 (Qtr-over-Qtr) |
2Q15/2Q14 (Year-over-Year) |
|
| Taiwan |
2.34 |
1.81 |
2.48 |
29% |
-6% |
| Korea |
2.00 |
2.69 |
1.73 |
-25% |
16% |
| North America |
1.55 |
1.47 |
2.32 |
5% |
-33% |
| Japan |
1.40 |
1.26 |
1.00 |
12% |
40% |
| China |
1.04 |
1.16* |
1.03 |
-10% |
1% |
| Rest of World |
0.53 |
0.43 |
0.50 |
24% |
7% |
| Europe |
0.52 |
0.69 |
0.57 |
-24% |
-7% |
| Total |
9.39 |
9.50* |
9.62 |
-1% |
-2% |
Source: SEMI/SEAJ September 2015; Note: Figures may not add due to rounding. *Data revised.
The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: the monthly SEMI Book-to-Bill Report, which offers an early perspective of the trends in the equipment market; the monthly Worldwide Semiconductor Equipment Market Statistics (SEMS), a detailed report of semiconductor equipment bookings and billings for seven regions and over 22 market segments; and the SEMI Semiconductor Equipment Consensus Forecast, which provides an outlook for the semiconductor equipment market.
SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains. Our 1,900 member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org
