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National will, China's semiconductor industry where to go?

National will, China's semiconductor industry where to go?

National will, China's semiconductor industry where to go?

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One: high growth of semiconductor industry revenue, accelerated inventory turnover, high business continuity

The book-to-bill ratio (BB) of north American semiconductor equipment manufacturers was 1.03 in August, the latest data from the international semiconductor equipment and materials association (SEMI) showed. Semiconductor equipment investment generally leads the semiconductor industry. Generally speaking, the relationship between B/B value and 1 will be regarded as the judgment standard in the industry. If the value is greater than 1, it means that the amount of order received by the equipment manufacturer is greater than the amount of shipment, and the order receiving situation is superior.

Since semiconductor equipment is mainly used in manufacturing and sealing and testing, and the manufacturing link accounts for as much as four-fifths, the ratio greater than 1 further indicates the trend of semiconductor manufacturers. When IC manufacturers step up investment, the performance of semiconductor equipment manufacturers will be greatly improved.

Through the semi-annual reports of 161 listed companies in the electronics industry in the a-share market, it is found that semiconductor is the secondary industry with the fastest growth in revenue, with A year-on-year growth of 49.04% and A revenue scale of 27.1 billion. The days of inventory turnover decreased 21% year-on-year, from 96.38 days to 75.72 days.

Let's take a look at a typical company. Applied Materials, the world's largest maker of semiconductor and panel equipment, released its financial results for the third quarter of 2016 (2016/5-7) on August 18. Strong demand for 3D NAND Flash and OLED devices drove orders to a record high in the third quarter, climbing 6 per cent from the previous quarter and 26 per cent from a year earlier. Unfilled orders rose 19% from the previous quarter and 60% from a year earlier. We expect strong performance in the coming quarters.

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