News Article
Market Research
SEMIs book-to-bill ratio for the North American semiconductor equipment
came in at 0.98 in December 2002. Three-month average bookings were 39% up
on December 2001 at $839mn and billings were 5% up at $853mn. The final
book-to-bill ratio for November 2002 is given as 0.80.
SEMIs book-to-bill ratio for the North American semiconductor equipment
came in at 0.98 in December 2002. Three-month average bookings were 39% up
on December 2001 at $839mn and billings were 5% up at $853mn. The final
book-to-bill ratio for November 2002 is given as 0.80.
Separately, the market research company VLSI Research also offered its
December 2002 book-to-bill ratios - for worldwide equipment (1.00) and IC
products (1.06). The equipment figure was based on bookings of $2.503bn
and billings of $2.496bn. For ICs, bookings were $11.25bn and billings
were $10.63bn. The ratio expectations for January are 1.09 for equipment
and 1.15 for ICs.
VLSI also gives a front-end capacity utilisation rate of 80.2% in
December, compared with 82.2% in November 2002. The company believes that
excess capacity is driven by 300mm, increased tool productivity and
equipment discounting.
came in at 0.98 in December 2002. Three-month average bookings were 39% up
on December 2001 at $839mn and billings were 5% up at $853mn. The final
book-to-bill ratio for November 2002 is given as 0.80.
Separately, the market research company VLSI Research also offered its
December 2002 book-to-bill ratios - for worldwide equipment (1.00) and IC
products (1.06). The equipment figure was based on bookings of $2.503bn
and billings of $2.496bn. For ICs, bookings were $11.25bn and billings
were $10.63bn. The ratio expectations for January are 1.09 for equipment
and 1.15 for ICs.
VLSI also gives a front-end capacity utilisation rate of 80.2% in
December, compared with 82.2% in November 2002. The company believes that
excess capacity is driven by 300mm, increased tool productivity and
equipment discounting.