subject: Trends In The Semiconductor Industry Continued To Improve - The Electronics Industry [print this page] Economy since the beginning of the year low, the global
Electronic Industrial capacity utilization continues to rise, end demand improved quarter by quarter, shipments rebounded better than expected demand and supply makes the current round of economic recovery is expected to improve faster than the last round of the cycle. Electronic performance of the company in July improve significantly in the future, marking the recovery of the global electronics industry has moved toward the growth.
Global Semiconductor Demand leading indicator BOOK / BILL recovery for 8 months and 7-8 months in a row over two months and the absolute value of orders and shipments rebounded sharply. In September, the Philadelphia semiconductor index rose 6.4%, the Dow Jones index rose 2.3%; China Taiwan's electronic components rose 8.8%, Taiwan Weighted index was up 10%; mainland China CSRC electronics industry index rose 6.8%, Shanghai Shenzhen 300 Index rose 6.2%.
8 saw global semiconductor market Sell Amounted to 19.1 billion U.S. dollars, for 6 months up the chain. Different regions the pace of recovery, strong recovery in the U.S. market is significant. September's North American semiconductor equipment BB value of 1.17 for 3 months, more than 1.0, the amount of orders since the first time since May 2007 up; DRAM and Flash contract prices soaring, and the future will continue to rise. This information shows that the establishment of the semiconductor market recovery. Semiconductor manufacturers to achieve an increase in September sales, third quarter revenue growth in the chain: China Taiwan Semiconductor giant chain to achieve revenue growth of 20%, 15% higher than market expectations about growth. In the fourth quarter is not bearish market is expected to continue.
SEMI North American semiconductor equipment, announced in October orders for shipment ratio, 3-month moving average, according to statistics, the North American semiconductor equipment manufacturers book to bill ratio of 1.1; 756.2 million U.S. dollars of orders for the amount of 758.9 million U.S. dollars in September compared with the final amount of slightly less than in October 2008 to reduce the final amount of 9.9%; shipments amounted to 689.8 million, compared with 648.4 million U.S. dollars in September of the final volume increase of 6.4% compared to October 2008 the final amount of 871.4 million U.S. dollars a 21% reduction. North American orders for semiconductor equipment manufacturers have shipped more than 4 consecutive months, more than one, and slightly warmer with the semiconductor industry's steady growth continues to reflect the trends in the semiconductor industry as a whole continued to improve.
The domestic electronics industry this year, down then up showed a trend to the development of the second quarter, picked up momentum after the particularly notable. With the global economy recovers, exports continued to improve the situation, continuing to strengthen the domestic industrial policy incentives, and constantly open up new application areas, is expected to
Electronic Components
Industry in the next growth stage may usher in a new round of gold.
