SEMI Reports $1.50 Billion in Orders for NA Semiconductor Equipment

North American-based manufacturers of semiconductor equipment posted $1.50 billion in orders in October 2006 (three-month average basis) and a book-to-bill ratio of 0.95 according to the October 2006 Book-to-Bill Report published by SEMI. A book-to-bill of 0.95 means that $95 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in October 2006 was $1.50 billion. The bookings figure is almost nine percent below the final September 2006 level of $1.64 billion and 37 percent above the $1.09 billion in orders posted in October 2005.

The three-month average of worldwide billings in October 2006 was $1.57 billion. The billings figure is six percent below the final September 2006 level of $1.67 billion and over 37 percent higher than the October 2005 billings level of $1.15 billion.

“Total orders for semiconductor equipment have declined from the peak levels posted back in June of this year, though they are significantly higher than levels reported one year ago,” said Stanley T. Myers, president and CEO of SEMI. “There has been a gradual decline over the past three months, as the industry absorbs new capacity.”

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.

(Three-month avg.)
(Three-month avg.)
May 2006 1,452.6 1,619.0 1.11
June 2006 1,557.4 1,782.3 1.14
July 2006 1,637.9 1,734.6 1.06
August 2006 1,742.8 1,729.7 0.99
September 2006 (final) 1,672.8 1,639.2 0.98
October 2006 (prelim.) 1,572.8 1,497.1 0.95

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.

About SEMI
SEMI is a global industry association serving companies that provide equipment, materials and services used to manufacture semiconductors, displays, nano-scaled structures, micro-electromechanical systems (MEMS) and related technologies. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose (Calif.), Seoul, Shanghai, Singapore, Tokyo and Washington, D.C.

The November 2006 SEMI Book-to-Bill Report is scheduled for publication on December 19, 2006; 3:00 p.m. PDT (subject to change).

Independently from SEMI, The Semiconductor Equipment Association of Japan (SEAJ) releases its October 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.