News Article
VLSI Research Puts The Global Equipment Market Book-to-bill Ratio At 1.24 In
VLSI Research puts the global equipment market book-to-bill ratio at 1.24 in
June. Billings were at $2.56bn and bookings were at $3.17bn. May's
book-to-bill figure was 1.16 and the company is expecting 1.38 in July. For
IC sales, the market researchers have three-month average bookings at
$11.2bn and billings at $9.5bn for a ratio of 1.18. The July estimate is
1.50 ($14.5bn/$9.7bn). Front-end capacity utilisation is given as 83.0% in
May and 87.7%, with projections for 88.7% in July.
In-Stat/MDR forecasts that micro-electro-mechanical system worldwide
revenues will grow from 2001's $3.9bn to $9.6bn in 2006. However, fab
overcapacity is a problem currently - with worse to come over the next year.
Non-sensor devices will increase their market share from a third in 2001 to
almost half in 2006. Average selling prices (ASPs) are expected to increase
25% in the next five years. Unit shipments will move from 1.85bn in 2001 to
3.61bn in 2006. The highest compound annual growth rates (CAGRs) will be in
communication (151.4%) and consumer (42.2%) applications. The computer
market will be one of the largest revenue generators - No.2 in 2001 and No.1
in 2006.
SEMI's Capital Equipment Consensus Forecast puts sales down 19% this year at
$22.8bn from 2001's $28.0bn. Predictions for the years 2003-5 are in order
$29.5bn, $36.2bn and $36.3bn. [There seems to be some inconsistencies in the
table supplied by SEMI, which is being investigated.]
Gartner Dataquest has put the number of PC shipments worldwide in Q2 at
29.9m units, down 0.6% on the same period last year.
revenues will grow from 2001's $3.9bn to $9.6bn in 2006. However, fab
overcapacity is a problem currently - with worse to come over the next year.
Non-sensor devices will increase their market share from a third in 2001 to
almost half in 2006. Average selling prices (ASPs) are expected to increase
25% in the next five years. Unit shipments will move from 1.85bn in 2001 to
3.61bn in 2006. The highest compound annual growth rates (CAGRs) will be in
communication (151.4%) and consumer (42.2%) applications. The computer
market will be one of the largest revenue generators - No.2 in 2001 and No.1
in 2006.
SEMI's Capital Equipment Consensus Forecast puts sales down 19% this year at
$22.8bn from 2001's $28.0bn. Predictions for the years 2003-5 are in order
$29.5bn, $36.2bn and $36.3bn. [There seems to be some inconsistencies in the
table supplied by SEMI, which is being investigated.]
Gartner Dataquest has put the number of PC shipments worldwide in Q2 at
29.9m units, down 0.6% on the same period last year.