SAN JOSE, CA — North America-based semiconductor equipment manufacturers reported bookings rose 10.7% sequentially in April, suggesting a near-term rebound is on the way.
OEMs reported $1.6 billion in orders in April 2012 on a three-month average basis, the trade group SEMI said.
The book-to-bill ratio was 1.10, A book-to-bill of 1.10 means that $110 worth of orders were received for every $100 of product billed for the month. It was the third straight month the ratio topped 1.0, the indicator of future growth. Semi gear bookings are considered a leading indicator for future printed circuit board design, fabrication and assembly growth.
Bookings in April rose 10.7% over the final March 2012 numbers, and were flat compared to April 2011. Billings rose 13% from March but were down 11% from April 2011.
“Equipment orders in April increased to the value last reported one year ago,” said Dan Tracy, senior director of Industry Research & Statistics at SEMI. "Since the last book-to-bill report, indications of increased spending have come from both the foundry and packaging subcontractor segments.”
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 US dollars.
Month |
Billings |
Bookings |
Book-to-Bill |
Nov 2011 |
1,176.7 |
977.2 |
0.83 |
Dec 2011 |
1,300.0 |
1,102.9 |
0.85 |
Jan 2012 |
1,239.9 |
1,187.5 |
0.96 |
Feb 2012 |
1,322.8 |
1,336.9 |
1.01 |
March 2012 (final) |
1,287.6 |
1,445.7 |
1.12 |
April 2012 (prelim) |
1,454.7 |
1,600.7 |
1.10 |
Source: SEMI May 2012
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加利福尼亚州圣何塞消息 - 北美半导体设备制造商,预订上升10.7%,比上一季度四月,暗示的方式是附近的一个短期反弹。
原始设备制造商报告在2012年4月三个月的平均基础上为1.6亿美元的订单,贸易团体半决赛。
本书出货比为1.10,一书,为每个产品收费为每月100元收到110美元的订单价值1.10手段帐单。这是连续第三个月的比例超过1.0,未来经济增长的指标。
预订在四月上升10.7%,超过2012年三月的最后数字,到2011年4月相比基本持平。比林斯从3月上升13%,但同比下降11%,从2011年4月。
“在4月设备订单增加值,最后报道一年前,说:”工业研究与统计的高级主管丹·特蕾西,在半。 “由于最后一本书对条例草案的报告,都来自代工和包装分包段增加支出的迹象。”
SEMI的书,对条例草案是基于北美半导体设备制造商的全球订单和账单3个月移动平均比率。比林斯和预订数字是在数百万美元。