September 8, 2011 — SEMI and the Semiconductor Equipment Association of Japan (SEAJ) gathered semiconductor manufacturing equipment sales and shipments data from over 100 global equipment companies that provide data on a monthly basis. While shipments (billings) rose 31% over Q2 2010, sales (bookings) fell 8% YOY.
Worldwide semiconductor manufacturing equipment billings reached $11.92 billion in Q2 2011. The billings figure is 1% lower than the first quarter of 2011 and 31% higher than the same quarter a year ago.
Worldwide semiconductor equipment bookings were $10.76 billion: down 3% from Q1 and falling 8% from the same quarter a year ago.
| Table. Quarterly billings data by region in millions of U.S. dollars, year-over-year and quarter-over-quarter growth rates by region. Source: SEMI/SEAJ September 2011. Note: Figures may not add due to rounding. | |||||
|---|---|---|---|---|---|
| Region | 2Q2011 | 1Q2011 | 2Q2010 | 2Q11/1Q11 (QoQ) | 2Q11/2Q10 (YoY |
| Taiwan | 2.76 | 2.85 | 2.58 | -3% | 7% |
| North America | 2.21 | 2.86 | 1.23 | -23% | 79% |
| Korea | 2.17 | 1.68 | 2.17 | 29% | 0% |
| Japan | 1.48 | 1.34 | 1.01 | 10% | 47% |
| Europe | 1.18 | 1.27 | 0.55 | -7% | 116% |
| China | 1.13 | 1.12 | 0.72 | 1% | 57% |
| Rest of world (ROW) | 0.99 | 0.88 | 0.85 | 12% | 17% |
| Total | 11.92 | 12.00 | 9.11 | -1% | 31% |
More details: SEMI revises fab capex forecast down, still record year
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