North American Semiconductor Equipment Industry Posts November 2011 Book-to-Bill Ratio of 0.83

SAN JOSE, Calif. – December 15, 2011 – North America-based manufacturers of semiconductor equipment posted $973.3 million in orders in November 2011 (three-month average basis) and a book-to-bill ratio of 0.83, according to the November 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 November 2011 was $973.3 million. The bookings figure is 5.0 percent more than the final October 2011 level of $926.8 million, and is 35.7 percent below the $1.51 billion in orders posted in November 2010.

The three-month average of worldwide billings in November 2011 was $1.17 billion. The billings figure is 6.7 percent less than the final October 2011 level of $1.26 billion, and is 25.1 percent less than the November 2010 billings level of $1.57 billion.

“We see improvement in the book-to-bill ratio due to a slight increase in bookings as we approach the end of 2011,” said Denny McGuirk, president and CEO of SEMI.  “The industry waits for definitive signs of stability in the worldwide economy, which will improve end market demand and help solidify investment plans for 2012.”

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

 

 

 

 

June 2011

1,640.2

1,540.4

0.94

July 2011

1,521.2

1,298.2

0.85

Aug 2011

1,457.7

1,162.4

0.80

Sept 2011

1,313.5

926.5

0.71

Oct 2011 (final)

1,258.3

926.8

0.74

Nov 2011 (prelim)

1,174.4

973.3

0.83

Source: SEMI December 2011


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 Equipment Market Data Subscription (EMDS).

SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains. SEMI 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 Beijing, Bengaluru, Berlin, Brussels, Grenoble, 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
Email: dtracy@semi.org

Deborah Geiger/SEMI
Tel: 1.408.943.7988
Email: dgeiger@semi.org

Editor’s Note:

Next SEMI Book-to-Bill: January 19, 2012, at 3:00pm PST

For information on SEAJ Book-to-Bill Report, visit www.seaj.or.jp

 

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