North American Semiconductor Equipment Industry Posts October 2020 Billings

MILPITAS, Calif. — North America-based manufacturers of semiconductor equipment posted $2.64 billion in billings worldwide in October 2020 (three-month average basis), according to the October Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 3.7 percent lower than the final September 2020 level of $2.74 billion, and is 26.9 percent higher than the October 2019 billings level of $2.08 billion.

“Following the record-breaking September results, billings of North America-based semiconductor equipment manufacturers continue to show strong results in October,” said Ajit Manocha, SEMI president and CEO. “The coming months should reaffirm the positive momentum as industry leaders are issuing guidance for a strong fourth quarter despite continuing trade tensions and the intensifying pandemic.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

 

Billings
(3-mo. avg.)

Year-Over-Year

May 2020

$2,343.3

13.5%

June 2020

$2,317.7

14.4%

July 2020

$2,575.3

26.7%

August 2020

$2,653.3

32.5%

September 2020 (final)

$2,743.3

40.0%

October 2020 (prelim)

$2,640.6

26.9%

Source: SEMI (www.semi.org), November 2020

SEMI publishes a monthly North American Billings report and issues the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases. These powerful tools provide access to spending forecasts, capacity ramp, technology transitions, and other information for over 1,000 fabs worldwide. For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.

The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.