SE Asia Gains Not Enough to Boost Semiconductor Gear Bookings
SAN JOSE — The 90-day moving average worldwide semiconductor manufacturing equipment bookings fell 7% year-over-year to $8.7 billion in the third quarter.
Worldwide bookings fell 14% sequentially, according to the SEMI and Semiconductor Equipment Association of Japan trade groups, based on reports from more than 100 global equipment companies.
Billings rose 9% over last year and 3% sequentially to $9.6 billion.
A 78% year-over-year gain in China was not enough to offset sharp declines in Europe and North America.
The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:
|
3Q2015 |
2Q2015 |
3Q2014 |
3Q15/2Q15 (QoQ) |
3Q15/3Q14 |
|
|
Taiwan |
2.85 |
2.34 |
2.30 |
22% |
24% |
|
China |
1.70 |
1.04 |
0.96 |
63% |
78% |
|
Korea |
1.56 |
2.00 |
1.00 |
-22% |
56% |
|
Japan |
1.43 |
1.40 |
1.10 |
2% |
30% |
|
North America |
1.18 |
1.55 |
2.16 |
-23% |
-45% |
|
Rest of World |
0.58 |
0.53 |
0.64 |
9% |
-10% |
|
Europe |
0.34 |
0.52 |
0.66 |
-36% |
-49% |
|
Total |
9.64 |
9.39 |
8.82 |
3% |
9% |
Source: SEMI/SEAJ December 2015; Figures may not add due to rounding.
