February 2005 North American Book-to-Bill: 0.78


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NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS FEBRUARY 2005 BOOK-TO-BILL RATIO OF 0.78

SAN JOSE, Calif., March 17, 2005 -- North American-based manufacturers of semiconductor equipment posted $1.03 billion in orders in February 2005 (three-month average basis) and a book-to-bill ratio of 0.78 according to the February 2005 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.78 means that $78 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in February 2005 was $1.03 billion. The bookings figure is 4 percent above the revised January 2004 level of $0.99 billion and 22 percent below the $1.32 billion in orders posted in February 2004.

The three-month average of worldwide billings in February 2005 was $1.32 billion. The billings figure is 5 percent above the revised January 2004 level of $1.26 billion and 15 percent above the February 2004 billings level of $1.14 billion.

"Current three-month average bookings are at a level observed in late 2003," said Dan P. Tracy, senior director of SEMI Industry Research & Statistics. "Given the 300-mm investment and ramp underway worldwide, the expectation remains for a much more moderated equipment cycle in 2005 compared to the 2001/2002 time frame.”

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
(Three-month avg.)

Bookings
(Three-month avg.)


Book-to-Bill

September 2004

1,441.2

1,349.8

0.94

October 2004

1,430.6

1,373.1

0.96

November 2004

1,339.4

1,329.1

0.99

December 2004

1,317.3

1,235.7

0.94

January 2005 (final)

1,258.6

986.4

0.78

February 2005 (prelim.)

1,316.0

1,025.0

0.78

The data contained in this release was 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.

SEMI is a global industry association serving companies that develop and provide manufacturing technology and materials to the global semiconductor, flat panel display, MEMS and related microelectronics industries. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose (Calif.), Seoul, Shanghai, Singapore, Tokyo and Washington, D.C. For more information, visit www.semi.org.

ASSOCIATION CONTACTS:

Dan Tracy/SEMI
Tel: 1.408.943.7987
E-mail: dtracy@semi.org

Jonathan Davis/SEMI
Tel: 1.408.943.6937
E-mail: jdavis@semi.org