The Nihon Keizai Shimbun reported that demand for semiconductor manufacturing equipment has continued to slump. According to the data released by the Semiconductor Equipment Association of Japan (SEAJ), the ratio of shipments of manufacturing equipment (BB values, express reports) in the Japanese semiconductor equipment industry (August 2011) was 0.76. The monthly decrease of 0.8 percentage points represented a decline for two consecutive months. Since most semiconductor manufacturing equipment companies such as Tokyo Electronics are not optimistic about the estimated July-September order for this year, companies are likely to have concerns about downward revisions to their annual revenue results.
A BB value higher than 1 indicates that the market conditions of semiconductor devices have expanded, and below 1 indicates that the demand is weak. The BB value of Japan's semiconductor manufacturing equipment in the previous eight months was 0.76, which was lower than one for six consecutive months, indicating that the overall semiconductor industry economy has experienced a slowdown. In addition, Japan's semiconductor manufacturing equipment orders in August amounted to approximately 83.2 billion yen, which was also a decrease of 9% from the previous month and was below 100 billion yen for three consecutive months.
The reason for the reduction in orders mentioned above was mainly due to the fact that the demand for PCs and thin TVs grew less than the original estimate, and the inventory of large-scale semiconductor OEM companies and other products increased cumulatively. In addition, due to the financial problems of European countries, the trend of future economic trends is even more unclear, which may lead to suspension of investment in large semiconductor foundry equipment.
The decrease in orders for semiconductor manufacturing equipment also surpassed the original estimates of various manufacturers. Tokyo Electron originally estimated that semiconductor manufacturing equipment orders will fall by about 20% from July to September this year, but the actual reduction may exceed 30%.
Tokyo Precision also originally estimated that the July-September order amount was approximately 8 billion yen, a 30% decline from the previous quarter, but it is likely to be lower than 8 billion yen depending on the current actual orders. Da Nippon SCREEN originally estimated that the order volume for July and September was about 330.35 billion yen, and it has been revised downwards to a lower limit of 33 billion yen. In addition, Japan's DISCO company is also unable to achieve the original forecast revenue.
The time taken from the receipt of the semiconductor manufacturing equipment to the shipping time is approximately six months or so. Therefore, the current orders from various manufacturers are in decline, which will affect the future full-year revenue performance. It will be difficult for the semiconductor manufacturing equipment orders to be lifted from the bottom within the end of the year. The analyst of Takahashi Ryohei, an analyst at Merrill Lynch Japan Securities Co., Ltd., said that “semiconductor equipment orders may fall to the bottom in January and March 2012, and from the bottom in April to June. However, if the degree of decline and Lehman Brothers detonated globally in 2008, After the financial turmoil, the level of shrinkage is quite high, and it is difficult to see signs of reversal in 2012."
A BB value higher than 1 indicates that the market conditions of semiconductor devices have expanded, and below 1 indicates that the demand is weak. The BB value of Japan's semiconductor manufacturing equipment in the previous eight months was 0.76, which was lower than one for six consecutive months, indicating that the overall semiconductor industry economy has experienced a slowdown. In addition, Japan's semiconductor manufacturing equipment orders in August amounted to approximately 83.2 billion yen, which was also a decrease of 9% from the previous month and was below 100 billion yen for three consecutive months.
The reason for the reduction in orders mentioned above was mainly due to the fact that the demand for PCs and thin TVs grew less than the original estimate, and the inventory of large-scale semiconductor OEM companies and other products increased cumulatively. In addition, due to the financial problems of European countries, the trend of future economic trends is even more unclear, which may lead to suspension of investment in large semiconductor foundry equipment.
The decrease in orders for semiconductor manufacturing equipment also surpassed the original estimates of various manufacturers. Tokyo Electron originally estimated that semiconductor manufacturing equipment orders will fall by about 20% from July to September this year, but the actual reduction may exceed 30%.
Tokyo Precision also originally estimated that the July-September order amount was approximately 8 billion yen, a 30% decline from the previous quarter, but it is likely to be lower than 8 billion yen depending on the current actual orders. Da Nippon SCREEN originally estimated that the order volume for July and September was about 330.35 billion yen, and it has been revised downwards to a lower limit of 33 billion yen. In addition, Japan's DISCO company is also unable to achieve the original forecast revenue.
The time taken from the receipt of the semiconductor manufacturing equipment to the shipping time is approximately six months or so. Therefore, the current orders from various manufacturers are in decline, which will affect the future full-year revenue performance. It will be difficult for the semiconductor manufacturing equipment orders to be lifted from the bottom within the end of the year. The analyst of Takahashi Ryohei, an analyst at Merrill Lynch Japan Securities Co., Ltd., said that “semiconductor equipment orders may fall to the bottom in January and March 2012, and from the bottom in April to June. However, if the degree of decline and Lehman Brothers detonated globally in 2008, After the financial turmoil, the level of shrinkage is quite high, and it is difficult to see signs of reversal in 2012."
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