SEMI认为由于后道设备的定单增加和日韩的产量增加,2003年半导体设备市场将有6％－7％的增加。SemiconductorEquipmentandMaterialsInternational(SEMI)helditsQ3marketstatisticsbriefinglateNov.DanTracy,SEMI''sdirectorofindustryresearch,presentedmoreevidencethatarecoveryisunderwayforprocessequipmentvendors,andthatthefrontendisfinallycatchingupwiththebackend.Year-to-datespendingthroughSeptemberonoverallcapitale
SEMI认为由于后道设备的定单增加和日韩的产量增加,
2003年半导体设备市场将有6％－7％的增加。
Semic
onductor Equipment and Materials International (SEMI) held its Q3 market statistics briefing late Nov. Dan Tracy, SEMI''s director of industry research, presented more evidence that a recovery is under way for process equipment vendors, and that the front end is finally catching up with the backend.
Year-to-date spending through September on overall capital equipment in 2003 of $
15.6 billion is still well behind that of 2002, which hit the $19.8 billion mark in September of last year. But assembly and test equipment sales have risen steadily throughout the year, and it was front-end equipment orders and shipments that lagged, dragging the overall numbers down.
Backend assembly equipment orders bottomed in Q3 of 2002 at $
300million, and have been rising steadily ever since, with a slight drop in Q3 of this year. Front-end equipment orders, however, peaked in Q2 of last year at more than $5 billion, and dropped for the next three quarters before bottoming in Q1 of this year under $3 billion.
