Semiconductor capex dragged in August 2011

September 19, 2011 — North America-based semiconductor equipment manufacturers posted $1.18 billion in orders in August 2011, which led to a book-to-bill ratio of 0.80, according to SEMI’s August Book-to-Bill Report.

The three-month average of worldwide bookings in August 2011 was $1.18 billion, 8.8% less than the previous month and 34.8% below August 2010 ($1.82 billion).

The three-month average of worldwide billings in August 2011 was $1.48 billion, a 3% drop from July 2011 and 5.1% decrease from August 2010 ($1.55 billion).

Much like other analysis from Gartner, IC Insights, and even Applied Materials’ forecast, SEMI cites "weaker DRAM demand, foundry spending reductions and near-term uncertainties about electronics demand," for the slowdown in semiconductor manufacturing tool capex, said Stanley T. Myers, president and CEO of SEMI. These low levels were last seen in June 2010. The book-to-bill ratio has been declining month-by-month since April, where it registered 0.98.

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. A book-to-bill of 0.80 means that $80 worth of orders were received for every $100 of product billed for the month. Billings and bookings figures are in millions of U.S. dollars. Source: SEMI September 2011.
  Billings (3-mo. avg) Bookings (3-mo. avg) Book-to-Bill
March 2011 1,657.5 1,580.8 0.95
April 2011 1,635.4 1,602.4 0.98
May 2011 1,669.2 1,623.0 0.97
June 2011 1,640.2 1,540.4 0.94
July 2011 (final) 1,521.2 1,298.2 0.85
August 2011 (prelim) 1,475.6 1,184.6 0.80

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, and one of three reports included with the Equipment Market Data Subscription (EMDS). SEMI is a global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. For more information, visit www.semi.org.

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