SEMI, the global industry association representing the electronics manufacturing supply chain, today reported that worldwide semiconductor manufacturing equipment billings reached a historic quarterly high of US$17.0 billion for the first quarter of 2018, surging 59 percent in March to end the quarter with an all-time monthly high of $7.8 billion.
The US$17.0 billion in quarterly billings shatters the previous record set in the fourth quarter of 2017. First quarter 2018 billings are 12 percent higher than the previous quarter and 30 percent higher than the same quarter a year ago. The data are gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 95 global equipment companies that provide data on a monthly basis.
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:
|
1Q2018
|
4Q2017
|
1Q2017
|
1Q18/4Q17
(Qtr-over-Qtr) |
1Q18/1Q17
(Year-over-Year) |
|
|
Korea
|
6.26
|
4.64
|
3.53
|
35%
|
78%
|
|
China
|
2.64
|
1.77
|
2.01
|
49%
|
31%
|
|
Taiwan
|
2.27
|
2.89
|
3.48
|
-22%
|
-35%
|
|
Japan
|
2.13
|
1.96
|
1.25
|
9%
|
70%
|
|
Europe
|
1.28
|
1.04
|
0.92
|
23%
|
39%
|
|
Rest of World
|
1.27
|
1.22
|
0.63
|
4%
|
103%
|
|
North America
|
1.14
|
1.58
|
1.27
|
-28%
|
-10%
|
|
Total
|
16.99
|
15.10
|
13.08
|
12%
|
30%
|
Source: SEMI (www.semi.org) and SEAJ, June 2018
The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: the monthly SEMI Billings Report, which offers a perspective of the trends in the equipment market; the monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and 24 market segments; and the SEMI Semiconductor Equipment Forecast, which provides an outlook for the semiconductor equipment market. For more information or to subscribe, please contact SEMI customer service at 1.877.746.7788 (toll free in the U.S.) or 1.408.943.6901 (International Callers). More information is also available online: www.semi.org/en/MarketInfo/EquipmentMarket.