North American Semiconductor Equipment Industry Posts October 2007 Book-to-Bill


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North American Semiconductor Equipment Industry Posts OCTOBER 2007 Book-to-Bill Ratio of 0.83

SAN JOSE, Calif. – November 15, 2007 – North American-based manufacturers of semiconductor equipment posted $1.23 billion in orders in October 2007 (three-month average basis) and a book-to-bill ratio of 0.83 according to the October 2007 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.83 means that $83 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in October 2007 was $1.23 billion. The bookings figure is flat with the final September 2007 level of $1.24 billion and 16 percent less than the $1.47 billion in orders posted in October 2006.

The three-month average of worldwide billings in October 2007 was $1.49 billion. The billings figure is about four percent less than the final September 2007 level of $1.56 billion and about five percent less than the October 2006 billings level of $1.56 billion.

“Actual sales of new semiconductor equipment have generally followed the bookings trends, which have declined sequentially since the cyclic peak in early summer,” said Stanley T. Myers, president and CEO of SEMI. “However, our expectation remains that 2007 equipment revenues will remain comparable to or slightly above 2006 sales.”

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

May 2007

1,670.2

1,641.9

0.98

June 2007

1,768.1

1,607.6

0.91

July 2007

1,685.8

1,406.3

0.83

August 2007

1,682.3

1,371.2

0.82

September 2007 (final)

1,557.4

1,235.0

0.79

October 2007 (prelim.)

1,488.1

1,231.6

0.83

Source: SEMI November 2007

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 the global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1971, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose, 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

Scott Smith/SEMI

Tel: 1.408.943.7957

E-mail: ssmith@semi.org

Editors Note:

The November 2007 SEMI Book-to-Bill Report is scheduled for publication on December 20, 2007; 3:00 p.m. PDT (subject to change).

Independently from SEMI, The Semiconductor Equipment Association of Japan (SEAJ) releases its July Book-to-Bill Report on approximately the same date. The SEAJ Book-to-Bill Report tracks billings and bookings worldwide of Japanese-headquartered semiconductor equipment manufacturers. For more information on the SEAJ data, visit www.seaj.or.jp

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