Semiconductor Equipment Monitor
Staff -- Semiconductor International, 12/1/1998
Worldwide Sales Historical Data: SEMI Forecast: Cahners Economics |
Shipment Trends for U.S.-Based Manufacturers  Source: SEMI |
| Shares of Worldwide Sales by Product  Source: SEMI |
Book-to-Bill Ratios by Equipment Type  Source: SEMI |
The
orders-to-sales ratio plunged to 0.57 in August and remained there in September.
The book-to-bill measure has been below 1.0 for 10 consecutive months. Worldwide
sales data through July showed sales running 6.4% ahead of January-July 1997.
Numbers for full-year 1998 will show global sales lower than 1997's $27.5
billion. Through July, equipment sales to Japan had fallen 8.3% from their total
for the same period of 1997. Sales to the Americas and the Asia/Pacific region
(excluding Japan) were up just short of 9% through July but fading fast. July
sales to the Americas were 35% below the July 1997 level, while July's equipment
sales to the Asia/Pacific region were 26% lower than July 1997. Europe appears
to be in position to achieve some sales volume growth this year; through July,
equipment sales to the region were running 25% ahead of the 1997 pace. The
European market accounted for only 13% of total global sales of semiconductor
equipment through July (vs. 35% to the Americas, 31% to the Asia/Pacific region
and 21% to Japan). 
Sales Trends by Regional
Market
| $Billions | % Change from a year earlier | |||||||
| Total | Projected | Total | Projected | |||||
| 1996 | 1997 | 1998 | 1999 | 1996 | 1997 | 1998 | 1999 | |
| World | 26.34 | 27.57 | 25.52 | 27.18 | 9.6 | 4.7 | -7.5 | 6.5 |
| Americas | 7.45 | 9.13 | 8.52 | 9.30 | 7.7 | 22.5 | -6.6 | 9.1 |
| Japan | 7.90 | 6.78 | 5.41 | 5.50 | 0.3 | -14.3 | -20.2 | 1.7 |
| Europe | 3.40 | 3.06 | 3.47 | 3.76 | 24.1 | -9.9 | 13.2 | 8.5 |
| Asia/Pacific | 7.59 | 8.61 | 8.12 | 8.62 | 17.1 | 13.5 | -5.7 | 6.2 |
| Historical Data: SEMI | Forecast: Cahners Economics | |||||||
|
Price
Trends |
