SEMI Does Data, Too
Paul Otellini of Intel caused something of a stir among semiconductor industry watchers at the Intel Q1 2011 earnings conference call in April. At that meeting, he made the comment that third-party market research firms had issued reduced forecasts for the PC business, but that Intel was standing by its assessment that the market was going to grow by double digits in 2011 and beyond.
This announcement, and the subsequent analyses and commentary by pundits, analysts and various industry insiders, highlighted one point: while different observers can expect different forecasts and results from the same sets of data, the ability to do reasonable forecasting of any kind requires solid, well-researched data.
SEMI has provided market research data to the industry almost since its founding, and nearly everyone with a serious interest in the industry uses SEMI reports. SEMI’s current portfolio of market data products now includes the following:
- The Equipment Market Data Subscription (EMDS) – This is a complete source for semiconductor equipment market information, including China, and it includes the SEMI Book-to-Bill Report, the Worldwide SEMS Report, and the SEMI Equipment Forecast.
- The World Fab Forecast – The SEMI World Fab Forecast provides high-level summaries, charts and graphs; in-depth analyses of semiconductor capital equipment spending, capacity, technology nodes and wafer size, down to the detail of each fab; and forecasts for the next 18 months.
- The Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Historical Report (1991-2009) – The WWSEMS report provides monthly historical data of the global equipment bookings for 22 categories in North America, Japan, Europe, Korea, Taiwan, China and Rest of World (ROW). Japanese-headquartered companies provide inputs through SEMI’s partner, the Semiconductor Equipment Association of Japan (SEAJ).
- The Historical Book-to-Bill Report – The SEMI Historical Book-to-Bill provides global bookings and billings by month for North American-based semiconductor equipment manufacturers for the period from 1991 to 2008.
- The new Secondary Semiconductor Equipment Market study provides data and analysis that defines the secondary equipment, services and technology markets.
More information on all of these SEMI market reports is available at www.semi.org/en/MarketInfo. If you need to understand the semiconductor industry, SEMI market data is your best starting point.