Semiconductor manufacturing equipment sales increased 28 percent to $9.6 billion in the second quarter compared to the second quarter of 2013, according to trade association SEMI. However, revenue (billings) was 5 percent lower than the first quarter of 2014.
Semiconductor equipment bookings (new orders) in the second quarter totaled $9.96 billion, up 9 percent from the same quarter in 2013. Bookings increased 1 percent compared to the first quarter of 2014, SEMI reported.
Regionally, billings in North America in the second quarter grew the most. Equipment sales increased 101 percent from $1.16 billion in the second quarter of 2013 to $2.32 billion in the second quarter of 2014. North American billings also increased 25 percent from the first quarter when sales totaled $1.85 billion, according to SEMI.
Compared to the second quarter of 2013, billings increased 58 percent in Europe to $570 million, while sales grew 42 percent in Korea to $1.73 billion. Second quarter 2014 billings in Japan increased 35 percent to $1 billion and rose 23 percent in China to $1.03 billion, the association said.
Lara Chamness, senior market analyst for SEMI, said equipment billings growth rate was strong in North America and Europe because billings had dropped severely in 2013 in those regions. North American billings fell 35 percent, while Europe’s billings declined 25 percent.
“As a result, the 2013 market sizes of these two regions where relatively small,” Chamness said. “A couple of dominant device manufacturers have announced aggressive spending in these regions. Between aggressive spending and starting from a small base, growth is amplified in these regions,” she said.
The data concerning equipment billings and bookings is gathered jointly by SEMI and the Semiconductor Equipment Association of Japan (SEAJ) from more than 100 global equipment companies that provide data on a monthly basis.