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Japan May chip-gear orders up 4% on-month, says SEAJ
ordreindgangen viser fortsat stigining så semi eq sektoren i japan er kommet
godt igennem katastroferne og viser fortsat fremgang
jeg mener ikke at man kan bruge book to bill til noget, men skal bare se på
tidsserien for bookings, at så leverencerne er endnu større og også er steget
pænt (over 30% Y/Y) viser bare at de ikke har haft produktionsforstyrrelser af betydning
og stigende leverencer er jo det, der slår igennem på bundlinien gennem større kapacitetsudnyttelse
i ørigt viser maj en stor stigning i forhold til april, hvor man kunne ane en
lille svækkelse pga katastroferne så rebounded i maj må have være stort eftersom
tallet for maj er gennemsnittet af marts, april og maj
så jeg beholder mine japanske semi eq og køber muligvis flere, den største post
er shibaura mekatronics
24 June 2011]
Japan-based manufacturers of semiconductor equipment posted JPY119.15 billion
(US$1.48 billion) in orders in May 2011 (three-month average basis), up 4.4%
from the revised level of JPY114.14 billion in April, according to the
Semiconductor Equipment Association of Japan (SEAJ).
The billings averaged JPY126.26 billion in May, rising 7.2% from the final April
2011 level of JPY117.795 billion, according to SEAJ.
Compared to May 2010, bookings and billings levels increased 12.2% and 34%,
respectively, according to SEAJ.
The SEAJ book-to-bill ratio for Japan-based manufacturers of semiconductor
equipment was 0.94 in May 2011, compared to the 0.97 posted in the prior month
and 1.13 a year ago.
A book-to-bill of 0.94 means that JPY94 worth of orders were received for every
JPY100 of product billed for the month.
SEAJ: Japan semiconductor equipment book-to-bill ratio, May 2011 (JPYm)
Billings
(3-month avg)
Bookings
(3-month avg)
Book-to-bill ratio
December 2010
99,427
106,833
1.07
January
103,955
103,357
0.99
February
100,920
105,794
1.05
March
122,037
115,862
0.95
April (final)
117,795
114,139
0.97
May (prelim)
126,259
119,148
0.94
Source: SEAJ, compiled by Digitimes, June 2011
ordreindgangen viser fortsat stigining så semi eq sektoren i japan er kommet
godt igennem katastroferne og viser fortsat fremgang
jeg mener ikke at man kan bruge book to bill til noget, men skal bare se på
tidsserien for bookings, at så leverencerne er endnu større og også er steget
pænt (over 30% Y/Y) viser bare at de ikke har haft produktionsforstyrrelser af betydning
og stigende leverencer er jo det, der slår igennem på bundlinien gennem større kapacitetsudnyttelse
i ørigt viser maj en stor stigning i forhold til april, hvor man kunne ane en
lille svækkelse pga katastroferne så rebounded i maj må have være stort eftersom
tallet for maj er gennemsnittet af marts, april og maj
så jeg beholder mine japanske semi eq og køber muligvis flere, den største post
er shibaura mekatronics
24 June 2011]
Japan-based manufacturers of semiconductor equipment posted JPY119.15 billion
(US$1.48 billion) in orders in May 2011 (three-month average basis), up 4.4%
from the revised level of JPY114.14 billion in April, according to the
Semiconductor Equipment Association of Japan (SEAJ).
The billings averaged JPY126.26 billion in May, rising 7.2% from the final April
2011 level of JPY117.795 billion, according to SEAJ.
Compared to May 2010, bookings and billings levels increased 12.2% and 34%,
respectively, according to SEAJ.
The SEAJ book-to-bill ratio for Japan-based manufacturers of semiconductor
equipment was 0.94 in May 2011, compared to the 0.97 posted in the prior month
and 1.13 a year ago.
A book-to-bill of 0.94 means that JPY94 worth of orders were received for every
JPY100 of product billed for the month.
SEAJ: Japan semiconductor equipment book-to-bill ratio, May 2011 (JPYm)
Billings
(3-month avg)
Bookings
(3-month avg)
Book-to-bill ratio
December 2010
99,427
106,833
1.07
January
103,955
103,357
0.99
February
100,920
105,794
1.05
March
122,037
115,862
0.95
April (final)
117,795
114,139
0.97
May (prelim)
126,259
119,148
0.94
Source: SEAJ, compiled by Digitimes, June 2011
