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SAN JOSE— North America-based semiconductor equipment manufacturers reversed course in December, posting a 28.6% sequential increase in orders.

The book-to-bill ratio jumped 13 basis points to 0.92, attaining its highest level since a 0.93 mark in June. A book-to-bill of 0.92 means that $92 worth of orders were received for every $100 of product billed for the month.

Bookings, which are compiled on a three-month moving average, reached their highest point since August.

For the month, the industry reported $924.1 million in orders worldwide in December, SEMI said, up 28.6% over the revised November 2012 levels. Still, sales were down 16.2% from December 2011.

The three-month average worldwide billings was $1.01 billion, up 10.6% from the revised November level and down 22.6% from a year ago.


Billings
(3-mo. avg)

Bookings
(3-mo. avg)

Book-to-Bill

July 2012

1,442.8

1,234.6

0.86

August 2012

1,331.5

1,092.9

0.82

September 2012

1,164.4

912.8

0.78

October 2012 (final)

985.5

742.8

0.75

November 2012 (revised)

910.1

718.6

0.79

December 2012 (prelim)

1,006.8

924.1

0.92

Source: SEMI, January 2013

 

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