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Analysis |
Worldwide semi equipment billings in 1Q18 reach record levels
SEMI says that worldwide semiconductor manufacturing equipment billings reached a historic quarterly high of USD 17.0 billion for the first quarter of 2018, surging 59% in March to end the quarter with an all-time monthly high of D 7.8 billion.
The USD 17.0 billion in quarterly billings shatters the previous record set in the fourth quarter of 2017. First quarter 2018 billings are 12% higher than the previous quarter and 30% higher than the same quarter a year ago. The data are gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 95 global equipment companies that provide data on a monthly basis.
The quarterly billings data by region in billions of US dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:
| 1Q2018 | 4Q2017 | 1Q2017 | QoQ | YoY | |
| Korea | 6.26 | 4.64 | 3.53 | 35% | 78% |
| China | 2.64 | 1.77 | 2.01 | 49% | 31% |
| Taiwan | 2.27 | 2.89 | 3.48 | -22% | -35% |
| Japan | 2.13 | 1.96 | 1.25 | 9% | 70% |
| Europe | 1.28 | 1.04 | 0.92 | 23% | 39% |
| Rest of World | 2.27 | 1.22 | 0.63 | 4% | 103% |
| North America | 1.14 | 1.58 | 1.27 | -28% | -10% |
| Total | 16.99 | 15.10 | 13.08 | 12% | 30% |
