SEMI September Equipment Billings Report Shows Improvement
MILPITAS, Calif. —North America-based manufacturers of semiconductor equipment posted $1.95 billion in billings worldwide in September 2019 (three-month average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 2.4 percent lower than the final August 2019 level of $2.00 billion, and is 6.0 percent lower than the September 2018 billings level of $2.08 billion.
“Monthly billings of North American equipment manufacturers declined for the second consecutive month,” said Ajit Manocha, president and CEO of SEMI. “However, year-over-year billings shows signs of bottoming, and recent capital expenditure increases for leading-edge logic will provide near-term billings growth opportunities.”
The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.
|
Billings |
Year-Over-Year |
|
| April 2019 |
$1,922.0 |
-28.5% |
| May 2019 |
$2,065.2 |
-23.6% |
| June 2019 |
$2.026.1 |
-18.4% |
| July 2019 |
$2,031.9 |
-14.6% |
| August 2019 (final) |
$2,001.8 |
-10.5% |
| September 2019 (prelim) |
$1,953.7 |
-6.0% |
Source: SEMI (www.semi.org), October 2019
SEMI publishes a monthly North American Billings report and issues the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases. These powerful tools provide access to spending forecasts, capacity ramp, technology transitions, and other information for over 1,000 fabs worldwide. For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.
The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.
