SEAJ Releases Delivery Ratio of Japanese Semiconductor Equipment Receipts in July

    According to the preliminary statistics of the Japan Semiconductor Manufacturing Equipment Association (SEAJ), in July 2011, the book-to-bill ratio (BB-value) of Japan-made semiconductor (chip) manufacturing equipment fell by 0.12 to 0.84 from the previous month. For the fifth consecutive month, it was lower than 1 and hit a new low of 26 months (since May 2009; 0.66). 0.84 means that for every 100 yen worth of products sold in the current month, only new orders worth 84 yen will be received; BB values ​​below 1 will indicate that the demand for chip equipment is lower than supply. At present, the lowest record of BB value for Japanese chip equipment is 0.30 that was set in March 2009.

    Statistics show that in July Japan's chip equipment order amount (3-month moving average; including exports) decreased 26.8% year-on-year to 91.745 billion yen, showing a decline for the second consecutive month; it also fell 8.1% compared to the previous month, ranking second in a row. Monthly decline. Japan’s chip equipment sales (monthly moving average) increased by 33.6% year-on-year to JPY109.885 billion in the month. It exceeded the JPY100 billion level for the seventh consecutive month, and the increase was higher than the 29.9% of the previous month. Compared with the previous month, It grew by 5.3%.

    The world’s second-largest semiconductor equipment manufacturer Tokyo Electron announced on August 1 that due to inventory adjustments for smart phones, tablet computers and other products, chip prices have dropped and customer (chip factory) equipment investment has shrunk. So this year (2011) April-March 2012) Consolidated revenue targets were revised down 12.3% from JPY 730 billion to JPY 640 billion. Consolidated ambition targets were substantially reduced by 50% from JPY 100 billion to JPY 50 billion. The merger's net profit target has also been substantially revised down 48.5% to 34 billion yen from the originally estimated 66 billion yen.

    Major chip equipment manufacturers in Japan include Tokyo Electron and Advantest Corp. NikonCorp. With CanonInc. Wait.

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