Date: 20/03/2011

North American Semiconductor Equipment booking in Feb up by 4.7% m-o-m

SEMI has reported North America-based manufacturers of semiconductor equipment posted $1.58 billion in orders in February 2011 (three-month average basis) and a book-to-bill ratio of 0.87, according to the February Book-to-Bill Report published today by SEMI. A book-to-bill of 0.87 means that $87 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in February 2011 was $1.58 billion. The bookings figure is 4.7 percent more than the final January 2011 level of $1.51 billion, and is 26.7 percent above the $1.25 billion in orders posted in February 2010.

The three-month average of worldwide billings in February 2011 was $1.83 billion. The billings figure is 2.3 percent more than the final January 2011 level of $1.79 billion, and is 79.8 percent more than the February 2010 billings level of $1.02 billion.

"Billings increased for the third month in a row, while bookings improved over 4 percent from the figure reported in January," said Dan Tracy, senior director of Industry Research & Statistics. "February bookings are over 25 percent higher than the bookings reported one year ago."

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-month
avg.)

Bookings
(3-month
avg.)

Book-to-
Bill

September 2010 1,610.9 1,651.2
1.03
October 2010 1,623.3
1,593.7 0.98
November 2010 1,567.3 1,512.6 0.97
December 2010 1,760.1 1,580.2
0.90
January 2011 (final) 1,786.9
1,513.9
0.85
February 2011 (prelim) 1,827.2
1,584.9 0.87
Source: SEMI March 2011