Date: 13/09/2011

Worldwide semiconductor equipment billing in 2nd Q 2011 is 1% lower than 1st Q

SEMI has reported that worldwide semiconductor manufacturing equipment billings reached $11.92 billion in the second quarter of 2011. The billings figure is 1% percent lower than the first quarter of 2011 and 31% higher than the same quarter a year ago. The data is gathered in jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 100 global equipment companies that provide data on a monthly basis.

Worldwide semiconductor equipment bookings were US$10.76 billion in the second quarter of 2011. The figure is 8% less than the same quarter a year ago and 3% lower than the bookings figure for the first quarter of 2011.

The quarterly billings data by region in millions of U.S. dollars, year-over-year and quarter-over-quarter growth rates by region are as follows:




Region


2Q2011


1Q 2011


2Q2010

2Q11/1Q11
(Q-o-Q)

2Q11/2Q10
(Y-o-Y)

Taiwan

2.76

2.85

2.58

-3%

7%

North America

2.21

2.86

1.23

-23%

79%

Korea

2.17

1.68

2.17

29%

0%

Japan

1.48

1.34

1.01

10%

47%

Europe

1.18

1.27

0.55

-7%

116%

China

1.13

1.12

0.72

1%

57%

ROW

0.99

0.88

0.85

12%

17&

Total

11.92

12.00

9.11

-1%

31%

Source: SEMI/SEAJ September 2011

For the full year SEMI World Fab Forecast indicates that capital expenditure will increase to $41.1 billion in 2011, the highest on record. This new prediction is revised downwards to a 23% increase (from 31% increase predicted in May 2011), as some companies have adjusted plans due to broader economic conditions. Although 2012 spending will decline, the total for 2012 may still be the second highest on record.