Latest Data Shows North American Semiconductor Order Drops in July

Recently, SEMI announced the latest North American semiconductor equipment order shipment report. This report shows that North American semiconductor equipment order shipments have declined relative to the average plan. In July 2011, the average order amount for semiconductor equipment manufacturers in North America for three months was 1.3 billion yuan, and the B/B value (order-to-batch ratio) was 0.86, representing that semiconductor equipment manufacturers had an average of US$100 in shipments for three months and received only Order of 86 dollars.

According to the information provided by SEMI, North American semiconductor equipment manufacturers received orders for approximately US$1.3 billion in the most recent month of July 2011, a 15.7% decrease from June’s US$1.54 billion and a decrease from US$1.84 billion in the same period of last year. 29.3%; and in shipment performance, shipments in July 2011 were 1.52 billion U.S. dollars, down 7.6% from the final 1.64 billion U.S. dollars in June, but up 1.4 billion U.S. dollars over the same period of last year. %.

In North America, the B/B value of semiconductor equipment vendors fell from 0.98 in April, 0.97 in May, 0.94 in June, and slipped to 0.86 in July. The B/B value has been falling for four consecutive months. The data shows that It declined for three consecutive months after May.

Compared with the shipments in North America last year, the shipments of semiconductor equipment increased in July this year, but the phenomenon of orders indicates that the market demand has decreased again. This phenomenon is mainly due to the slowdown of sales in the PC terminal market, which indirectly reduces the capacity utilization rate of foundries and memory factories, which has led to the recent trend toward conservative capital expenditure plans of electronic factories.