| j_r_ewing - Freitag, 12. Oktober 2001 - 03:24 |
| "Latter rallying on the heels of comments from influential Morgan Stanley analyst, Mark Edelstone, who said he has become more bullish on the semis and believes that investors should be overweight the group due to lower valuations, a belief that industry fundamentals are bottoming, and extremely bearish investor sentiment... " (und das bei den Pessimisten von briefing.com !) Dazu könnte es wichtig sein zu wissen, wer Mark Edelstone ist: er machte sich einen namen, als er - damals noch bei Prudential - für AMD, die damals (vor dem Split 1:2) einen Kurs so von 25$ hatten, eine Prognose von 80$ vorlegte. Was passierte : AMD halbierten sich, und machten da unten weiter rum - Edelstone wurde nicht nur ausgelacht, sondern auch achtkantig gefeuert. Im Frühjahr 2000 stiegen AMD auf über 90 , und von den Earnings-Prognosen her waren sie im KGV nicht mal teuer (im Gegensatz zu Intel, deren KGV wesentlich höher lag; ich glaube sogar, dreimal so hoch); es war also nicht nur durch die Idioten-Hausse bedingt. Klar: jetzt versuchte Prudential, ihn zurückzuholen; aber da war dann nichts mehr zu machen ! Edelstone ist also wohl nicht nur IRGENDEIN Analyst. Tja: Edelstone und ich, wir sind mal gespannt auf die SEMI-Zahlen diesen Monat! :-))) Gruß JR |
| mib - Freitag, 12. Oktober 2001 - 14:55 |
| mich wuerde mal interessieren, welche Semis und Semiausruester du fuer interessant haelst (und warum). Gruss - Mib |
| j_r_ewing - Freitag, 12. Oktober 2001 - 19:39 |
| Dein Vertrauen ehrt mich ja, Mib, aber jetzt hat sich hier leider ein Wasserrohrbruch ergeben - da werd ich jetzt leider erst mal keine Zeit haben, was Fundierteres zu posten! Tut mir leid! Gruß JR |
| mib - Freitag, 12. Oktober 2001 - 22:11 |
| tja - da weiss ich ja jetzt nicht, ob ich ein 'Schoenes Wochenende' wuenschen soll.... ...vielleicht eher 'Petri Heil' oder 'Mast- und Schotbruch'...? Mib |
| j_r_ewing - Mittwoch, 20. Februar 2002 - 16:09 |
| Neue Zahlen von SEMI zur Halbleiterszene : Der Absatz stabilisiert sich weiter : North American Semiconductor Equipment Industry Posts January 2002 Book-to-Bill Ratio of 0.81 SAN JOSE, Calif., February 19, 2002 -- The North American-based manufacturers of semiconductor equipment posted $636.9 million in orders in January 2002 (three-month average basis) and a book-to-bill ratio of 0.81, according to the January 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.81 means that $81 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in January 2002 was $636.9 million. The bookings figure is 1.3 percent above the revised December 2001 level of $628.5 million and 66 percent below the $1.85 billion in orders posted in January 2001. The three-month average of worldwide billings in January 2002 was $784.0 million. The billings figure is 4 percent below the revised December 2001 level of $819.3 million and 66 percent below the January 2001 billings level of $2.31 billion. "Front-end equipment bookings are at a low point for this downturn," said Stanley Myers, president and CEO of SEMI. "The improvement in overall equipment bookings, was driven by a fifty percent increase in the final manufacturing bookings. January marks the second consecutive month in which bookings for the final manufacturing equipment segment increased significantly from its previously weakened state." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill August 2001 1,143.7 714.6 0.62 September 2001 960.7 614.0 0.64 October 2001 895.5 644.4 0.72 November 2001 (final) 817.2 588.9 0.72 December 2001 (revised) 819.3 628.5 0.77 January 2002 (prelim.) 784.0 636.9 0.81 Within 2001, U.S. companies participating in the semiconductor equipment industry have transitioned to reporting revenues in accordance with the new standards of the Securities and Exchange Commission's Staff Accounting Bulletin No. 101 (SAB 101). January marks a change in definition for the billings figure reported in the Express Report. SEMI has officially adopted a revenue-based definition for the billings portion of the report in order to be consistent with company reporting practices and generally accepted accounting principles. --------------------------------------------------------------------------------------------------------------------------------------------- U.S. and Global SEMIndexes Gain While NASDAQ Falls SAN JOSE, Calif., February 15, 2002 -The U.S. SEMIndex®, a market-weighted equity index of 48 U.S.-based manufacturers of semiconductor equipment and materials, recorded a modest gain of 2.64 percent this week, rising from 197.90 to 203.12, according to Semiconductor Equipment and Materials International (SEMI). By comparison, the tech-laden NASDAQ Composite Index dropped 2.25 percent this week, while the Philadelphia Semiconductor Index (SOX) gained a scant .052 percent during the same period. (The global SEMIndex, which was up 5.16 percent the past five days, from 179.05 to 188.28, is a composite index of 66 global SEMI members in the U.S., Japan and Europe. The global SEMIndex is comprised of public semiconductor equipment, materials and related services companies with individual market capitalizations of $50 million (U.S. equivalent) or more. SEMIndex is updated every 1 to 2 minutes throughout the global trading day and maintained on SEMI's investor website, www.semindex.org. SEMIndex differentiates the stock performance of global semiconductor equipment and materials (SEM) public companies from the SOX index, a more semiconductor-specific equity index comprised of 12 U.S.-only chip manufacturers and four of the largest SEM sector U.S. public companies. SEMIndex was initiated on January 4, 1999 at a value of 100. It is produced for SEMI by InvestorCom, Inc., New York.) ----------------------------------------------------------------------------------------------------------------------------------------------- Silicon Wafer Shipments and Revenues Decline Sharply in 2001 SAN JOSE, Calif., February 11, 2002 – Annual worldwide silicon wafer area shipments declined by 29 percent and silicon industry revenues declined by 31 percent in 2001 according to Semiconductor Equipment and Materials International (SEMI) in its year-end analysis of the silicon wafer industry. Silicon wafer area shipments in 2001 totaled 3,940 million square inches (MSI), down from the 5,551 million square inches shipped during 2000. Revenues dropped to $5.2 billion from $7.5 billion posted in 2000. Fourth quarter silicon area shipments grew nearly 7 percent from the prior quarter, but at 878 MSI were still more than 39 percent below the fourth quarter of 2000. "Silicon area shipments last year declined to the lowest annual level since 1998," said Stanley T. Myers, president and CEO of SEMI. "The silicon industry experienced considerable consolidation and capacity reduction last year, and most new investment was made in the area of 300 mm wafers. Concern remains regarding the silicon industry's ability to support 200 mm and smaller diameter wafer demands as we face the inevitable upturn." Annual Silicon Industry Trends Worldwide Silicon Data 1996 1997 1998 1999 2000 2001 Area Shipments (MSI) 3,693 3,955 3,613 4,469 5,551 3,940 Revenues ($B) 7.1 7.0 5.4 5.9 7.5 5.2 Quarterly Silicon Area Shipment Trends Silicon Shipments - Millions of Square Inches Q4 2000 Q3 2001 Q4 2001 Polished 1,072 636 681 Epitaxial 306 149 160 Non-polished 70 39 37 TOTAL 1448 824 878 Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated. All data cited in this release is inclusive of polished silicon wafers, including virgin test wafers, epitaxial silicon wafers, and non-polished silicon wafers shipped by the wafer manufacturers to the end-users. |
| j_r_ewing - Dienstag, 26. März 2002 - 07:18 |
| Inzwischen reagieren auch die Broker auf die wieder steigenden Auftragszahlen der Chip-Ausrüster: [Briefing:] Watch the semi equipment stocks as Salomon Smith Barney raises price targets on the following semi equipment co's: AMAT to $75 from $48 (pre- split), KLAC to $78 from $58, LRCX to $40 from $31, MYK to $18 from $15, NVLS to $78 from $57, and TER to $45 from $35.... |
| j_r_ewing - Montag, 1. April 2002 - 16:59 |
| 09:10 ET: [BRIEFING.COM] ...Semiconductor stocks will be worth watching as an SIA report says semi industry revenue in Feb declined 27% yoy, driven by strong consumer spending for mobile phones, DVD players, and digital cameras. Robertson Stephens notes that this was the best yoy comparison since April 2001 and indicates that a dramatic amount of inventory has been cleared. Also, Banc of America upgrades comm IC companies Applied Micro (AMCC 8.00) and PMC Sierra (PMCS 16.28)...Nokia (NOK 20.74) gets a CSFB downgrade to Buy from Strong Buy to reflect firm's below consensus views on the wireless equipment market.... |
| j_r_ewing - Donnerstag, 25. April 2002 - 08:17 |
| Die Auftragseingänge wachsen munter weiter. Book-to-bill-ratio jetzt wieder > 1. http://www.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/c74fe11f5c8284d588256ba300768e5b!OpenDocument |
| j_r_ewing - Mittwoch, 15. Mai 2002 - 04:56 |
| (Die AMAT ist die "Leitkuh" :) 4:05PM Applied Materials tops Q2 targets (AMAT) by Chris Kraeuter Chip equipment maker Applied Materials (AMAT) reported second quarter sales, orders, and earnings excluding charges that were better than Wall Street expected. |
| j_r_ewing - Donnerstag, 23. Mai 2002 - 19:31 |
| Und es geht weiter aufwärts: http://www.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/26c3827b9653af8688256bbb00729343!OpenDocument North American Semiconductor Equipment Industry Posts April 2002 Book-to-Bill Ratio of 1.20 SAN JOSE, Calif., May 16, 2002 -- The North American-based manufacturers of semiconductor equipment posted $982 million in orders in April 2002 (three-month average basis) and a book-to-bill ratio of 1.20, according to the April 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.20 means that $120 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in April 2002 was $982 million. The bookings figure is 17 percent above the revised March 2002 level of $836 million and 36 percent above the $721 million in orders posted in April 2001. The three-month average of worldwide billings in April 2002 was $822 million. The billings figure is three percent above the revised March 2002 level of $798 million and 50 percent below the April 2001 billings level of $1.65 billion. "While the jump in April's numbers likely reflect an end-of-quarter up-tick in bookings, the fact that we have seen bookings improve for five consecutive months is a promising sign that the market for semiconductor equipment is beginning to recover from the downturn of 2001," said Stanley Myers, president and CEO of SEMI. "Recent announcements by leading foundries of increased capital spending plans for 2002 are another sign of an brightening market outlook." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill November 2001 817.2 588.9 0.72 December 2001 819.3 628.5 0.77 January 2002 799.9 645.2 0.81 February 2002 818.0 737.2 0.90 March 2002 (final) 797.6 835.9 1.05 April 2002 (prelim.) 821.5 982.0 1.20 INDUSTRY/IR CONTACT: Dan Tracy/SEMI Ph: 408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org |
| j_r_ewing - Donnerstag, 20. Juni 2002 - 05:30 |
| [Der Gewinn in der Ratio - + 4 Punkte - ist nicht so doll; aber das kommt davon, daß nicht nur die Aufträge einen Sprung nach oben getan haben, sondern - erstmals !! - auch die Umsätze !] North American Semiconductor Equipment Industry Posts May 2002 Book-to-Bill Ratio of 1.26 SAN JOSE, Calif., June 18, 2002 -- The North American-based manufacturers of semiconductor equipment posted $1.08 billion in orders in May 2002 (three-month average basis) and a book-to-bill ratio of 1.26, according to the May 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.26 means that $126 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in May 2002 was $1.08 billion. The bookings figure is nine percent above the revised April 2002 level of $996 million and 50 percent above the $723 million in orders posted in May 2001. The three-month average of worldwide billings in May 2002 was $862 million. The billings figure is six percent above the revised April 2002 level of $815 million and 41 percent below the May 2001 billings level of $1.46 billion. "For the second month in a row, bookings have shown positive year-over-year growth and, for the first time since March 2001, average bookings have reached above the billion-dollar mark," said Stanley Myers, president and CEO of SEMI. "Recent forecasts showing expectations of low, single-digit growth for the chip market in 2002, suggest we will see continued sequential improvement in semiconductor capital spending with a more robust market anticipated in late 2002 or early 2003." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill December 2001 819.3 628.5 0.77 January 2002 799.9 645.2 0.81 February 2002 818.0 737.2 0.90 March 2002 797.6 835.9 1.05 April 2002 (final) 814.6 995.6 1.22 May 2002 (prelim.) 861.7 [erstmals Sprung nach oben !] 1,084.0 1.26 The data contained in this release was compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks billings and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not billings and orders of the chips themselves. The June 2002 Express Report is scheduled for publication on July 19, 2002 (subject to change). Based in San Jose, Calif., SEMI is an international industry association serving more than 2,500 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. INDUSTRY/IR CONTACT: Dan Tracy/SEMI Ph: 408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org # # # |
| j_r_ewing - Dienstag, 2. Juli 2002 - 22:26 |
| Hier die Ergebnisse der jährlichen Umfrage "10 Best" von VLSI Research nach den Halbleiterproduktions-Ausrüstern, die die zufriedensten Kunden haben (Produkt- und Servicequalität): http://www.siliconstrategies.com/story/OEG20020619S0048 Tool vendors fair well in customer satisfaction despite downturn, says VLSI Semiconductor Business News (06/19/02 18:07 p.m. EST) SAN JOSE -- VLSI Research Inc. here released its annual survey Archives of the “best” semiconductor-equipment manufacturers in terms of customer satisfaction for 2002. Chip-equipment vendors received high marks in spite of the severe IC downturn, constrained funds, and forced cutbacks. This is evidenced by the 7.49 overall average rating out of a possible 10 in VLSI Research's so-called “10 BEST” segments. Moreover, there was no change in the overall average rating from 2001 to 2002. The “10 BEST” suppliers excel in quality-of-results with an average rating of 7.99. Other strong categories for the “10 BEST” suppliers include product performance at 7.85 and usable throughput at 7.84. Areas where improvements need to be attained include software and cost-of-ownership. Demographically, 39.1% of the winning companies in the five major market segments are headquartered in the United States, while 34.8% are European companies, and 26.1% are Japanese companies. The survey asks users of chip making equipment to rate their suppliers on a ten-point scale among thirteen categories that exemplify a supplier's relationship with its customers. These thirteen categories include seven measures of equipment performance and six measures of customer service. Cost of ownership, uptime, software, build quality, usable throughput, quality of results achieved and product performance are the equipment performance measures. Customer service measures include process support given, field engineering support, spares support, support after sales, technical leadership in the supplier's field and the supplier's overall commitment to supporting its customers' needs. VLSI Research Inc conducts these surveys across sixty major equipment market segments and compiles competitive positioning reports for each segment. These sixty categories are grouped into the five major market categories of wafer processing equipment (small and large companies), test & material handling equipment, process diagnostics equipment, and assembly equipment. The statistics were drawn from a mailing of 55,713 questionnaires sent worldwide in six languages: English, Japanese, Korean, Chinese, German, and French. Of the surveys distributed, 7,017 were in German, 4,338 were in Japanese, 2,824 were in Korean, 2,341 were in French, 965 were in Chinese and 38,228 were in English. About one in ten industry employees received a survey. Virtually every chipmaker was given a chance to respond. 2002 10 BEST Chip Making Equipment Suppliers By Market WAFER PROCESSING EQUIPMENT (Small Suppliers Based on Revenue) Rank Company Overall Rating * 1 Tegal Corporation 8.26 2 SUSS MicroTec 7.69 3 Axcelis Technologies, Inc. 7.68 4 SEZ Group 7.25 5 Ultratech Stepper, Inc. 7.19 6 AIXTRON AG 7.02 7 FSI International 6.71 8 Unaxis 6.70 9 PRI Automation, Inc. 6.42 10 Oxford Instruments PT Ltd. 6.32 WAFER PROCESSING EQUIPMENT (Large Suppliers Based on Revenue) Rank Company Overall Rating* 1 EBARA Corporation 8.03 2 Varian Semiconductor Equipment 7.89 3 Hitachi Kokusai Electric Inc. 7.43 4 ASM International 7.40 5 Novellus Systems, Inc. 7.29 6 Nikon Corporation 7.26 7 Canon 7.00 8 Dainippon Screen Mfg. Co., Ltd. 6.95 9 ASML 6.87 10 Tokyo Electron Limited 6.85 TEST & MATERIAL HANDLING EQUIPMENT Rank Company Overall Rating * 1 SUSS MicroTec 7.96 2 Multitest AG 7.69 3 SZ Testsysteme AG 7.65 4 Credence Systems Corporation 7.47 5 ACCRETECH-Tokyo Seimitsu 7.38 6 Schlumberger 7.38 7 Teradyne, Inc. 7.35 8 Electroglas, Inc. 7.22 9 Agilent Technologies, Inc. 7.15 10 Tokyo Electron Limited 7.10 PROCESS DIAGNOSTICS EQUIPMENT Rank Company Overall Rating * 1 Agilent Technologies, Inc. 8.28 2 Schlumberger 7.75 3 Therma-Wave, Inc. 7.48 4 Hitachi High Technologies 7.38 5 KLA-Tencor Corporation 6.78 6 Philips Analytical B.V. 6.61 (There were no qualifying companies for positions seven through ten) ASSEMBLY EQUIPMENT Rank Company Overall Rating * 1 Datacon Technology AG 8.23 2 Universal Instruments Corporation 8.21 3 ASM International 8.18 4 Orthodyne Electronics 8.10 5 Alphasem AG 8.07 6 SUSS MicroTec 7.82 7 Disco Corporation 7.72 8 ACCRETECH-Tokyo Seimitsu 7.59 9 Nidec Tosok Corporation 7.51 10 ICOS Vision Systems 7.41 SURVEY STATISTICS Surveys Mailed: 55,713 Surveys Returned: 2,518 From North America: 36.2% From Asia: 35.6% From Europe: 27.7% Total Equipment Rating *s: 5,429 Total Individual Category Rating *s: 68,912 Companies Rated: 249 Companies qualified for 10 BEST: 60 Average 10 BEST Rating *: 7.49 * In cases where a tie has occurred, the ranking position is determined by a single-sided 97.5% confidence margin. Source: VLSI RESEARCH INC. |
| mib - Donnerstag, 11. Juli 2002 - 23:32 |
| hang in there, JR!!! http://www.unterberg.com/nuapublish/np/NP/WPBTool/WPBWebPageH/DocumentView?did=2512 cheers - Mib |
| j_r_ewing - Freitag, 12. Juli 2002 - 05:43 |
| Was heißt das? Sich reinhängen? Das Telefon auflegen? Sich aufhängen? Werde mich im Zweifelsfall erst mal mit Lesen begnügen... :-)) JR |
| mib - Freitag, 12. Juli 2002 - 16:22 |
| soll so viel heissen wie "bleib dran"! Mib |
| j_r_ewing - Freitag, 12. Juli 2002 - 16:46 |
| (*seufzerleichtert*) |
| j_r_ewing - Dienstag, 23. Juli 2002 - 07:38 |
| North American Semiconductor Equipment Industry Posts June 2002 Book-to-Bill Ratio of 1.28 SAN JOSE, Calif., July 19, 2002 -- The North American-based manufacturers of semiconductor equipment posted $1.16 billion in orders in June 2002 (three-month average basis) and a book-to-bill ratio of 1.28, according to the June 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.28 means that $128 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in June 2002 was $1.16 billion. The bookings figure is five percent above the revised May 2002 level of $1.11 billion and 59 percent above the $731 million in orders posted in June 2001. The three-month average of worldwide billings in June 2002 was $906 million. The billings figure is four percent above the revised May 2002 level of $869.6 million and 33 percent below the June 2001 billings level of $1.36 billion. "Amidst mixed signals about capital spending plans from global chip makers, the North American-based semiconductor equipment industry has posted several months of incremental billings growth," said Stanley Myers, president and CEO of SEMI. "While there are concerns about the strength of improvements this year, seven months of sequential bookings growth and our recent industry consensus survey support expectations for a market rebound in 2003 and 2004." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill January 2002 799.9 645.2 0.81 February 2002 818.0 737.2 0.90 March 2002 797.6 835.9 1.05 April 2002 814.6 995.6 1.22 May 2002 (final) 869.6 1,105.2 1.27 June 2002 (prelim.) 906.4 1,159.1 1.28 The data contained in this release was compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks billings and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not billings and orders of the chips themselves. The July 2002 Express Report is scheduled for publication on August 20, 2002 (subject to change). Based in San Jose, Calif., SEMI is an international industry association serving more than 2,500 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. INDUSTRY/IR CONTACT: Dan Tracy/SEMI Ph: 408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- http://dom.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/bedc0742c806b7b688256bf900675cdd!OpenDocument Correction: 2005 growth percentage SEMI Announces Mid-Year Consensus Forecast for Chip Equipment Industry Semiconductor Equipment Companies Expect $22.8 Billion Market in 2002 SAN JOSE, Calif., July 17, 2002 -- The leading manufacturers of semiconductor equipment expect sales to decline 19 percent this year from the $28 billion posted in 2001 according to the mid-year edition of the SEMI Capital Equipment Consensus Forecast, released here today by Semiconductor Equipment and Materials International (SEMI) at the annual SEMICON® West exposition. Survey respondents anticipate the industry to sell $22.8 billion of new chip manufacturing, testing and assembly equipment in 2002. The forecast indicates that, as the capital equipment market upturn strengthens, the market will grow 29 percent in 2003, to reach $29.5 billion; and 23 percent in 2004 to $36.2 billion. Survey respondents see growth in the cyclic market flattening in 2005. "Given the severity of business conditions in the overall economy and especially the information technology sector, it comes as no surprise that the consensus forecast shows another drop in the worldwide market for capital equipment in 2002," said Stanley Myers, president and CEO of SEMI. "However, the good news is that survey participants are positive about growth prospects for the next two years. This would seem to indicate that the downturn is bottoming out and that the industry will return to its historically high double digit growth rates in 2003 and 2004." The SEMI Consensus Forecast includes input from 50 of the trade association's member companies in the United States, Europe, Asia and Japan. The forecast results are based on data collected between May and June 2002 by the SEMI Industry Research and Statistics department. Responding companies represent more than 70 percent of the total sales volume for the global semiconductor equipment industry. The following survey results are given in terms of market size in billions of dollars and percentage of growth over the prior year: Worldwide Semiconductor Capital Equipment Market by Equipment Segment 2001(A) 2002(E) 2003(F) 2004(F) 2005(F) Equipment Type $B $B % Chng $B % Chng $B % Chng $B % Chng Wafer Process $20.99 $16.97 -19% $21.69 28% $26.90 24% $26.45 -2% Assembly & Packaging 1.41 1.08 -23% 1.39 29% 1.59 14% 1.73 9% Test 3.40 2.74 -19% 3.93 43% 4.61 17% 5.18 12% Other 2.23 1.97 -12% 2.45 24% 3.07 25% 2.98 -3% Total Equipment* $28.03 $22.76 - $18.8% $29.46 29.4% $36.17 22.8% $36.34 0.01% (Dollars in U.S. Billions; Percentage Year-over-Year) Sources: SEMI-SEAJ (actual data); SEMI Consensus Forecast, July 2002 (estimated and forecast values) *Totals and percentages may differ due to rounding of numbers Based in San Jose, Calif., SEMI is a global industry association serving more than 2,500 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI at www.semi.org. MEDIA CONTACTS: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org Jonathan Davis/SEMI Ph: 408.943.6937 E-mail: jdavis@semi.org |
| j_r_ewing - Dienstag, 23. Juli 2002 - 07:39 |
| (wahnsinnig schnell heute, Eure Webanbindung !) |
| j_r_ewing - Freitag, 5. September 2003 - 18:16 |
| Wenn man mal unterstellt, daß Wirtschaft und Börse laufen, dann sollte auch der Chipsektor wieder ans Geldscheffeln kommen (wie der SOX ja schon vorwegnimmt). Ein neugieriger Blick auf diese Werte läge jetzt nahe. Daß in dieser Branche die Fakten die Kurse noch nicht stützen, ist sonnenklar, aber auch nicht ungewöhnlich - das ist da halt so. Allerdings sind die Kurse vieler Werte doch arg ins Kraut geschossen, und dürften bei einer Markternüchterung, wenn wieder mehr gerechnet wird, ein deftiges Rückschlagspotential haben. Von daher ist ein Schielen nach fundamental billigeren Werten wohl nicht ganz verkehrt. Da hätte ich zwei Fragen an Mib: - ich finde die Sparte Flash-RAM fundamental ganz interessant (eigentlich haben Deine Kommentare mich damals überhaupt erst darauf gebracht). Der Boom dort sollte die Kurse ja ganz gut unterfüttern. Hast Du sie noch im Blickfeld ? Sandisk und M-Systems sind ja nun auch recht teuer; aber es gab da doch noch die Silicon Storage - bei einem Yahoo-Blick erscheinen die deutlich billiger im KUV; aber entwicklungsmäßig auch irgendwie seltsam bläßlich, angesichts dessen, daß doch zumindest die Digitalfotografie ein großer Renner geworden ist. Nun scheinen die diese Produkte verpennt zu haben; aber wenn die Konkurrenz sich auf Foto-RAM stürzt, sollte doch auch in den anderen Flash-RAM-Sparten das Leben ein bißchen leichter werden. Was meinst Du: Warum ist davon wohl so wenig zu sehen? Muß man die SSTI als den Verlierer im Flash-RAM-Sektor ansehen? - Mir fällt auf, wie vergleichsweise spottbillig die Auftragsfertiger sind (Sanmina, Solectron, Flextronic mit KUVs unter 0,5 - die großen Chip-Namen liegen sonst beim ca. 10fachen!!) Hast Du dafür eine Erklärung ? Liegt es daran, daß die Namen aus der Natur der Sache heraus nicht im Verbraucherbewußtsein sind? Oder an einem gewissen "Gemischtwaren-Profil" dieser Firmen im Elektronik-Sektor ? Gruß JR |
| j_r_ewing - Montag, 8. September 2003 - 02:21 |
| (Mib...?) |