CEIC Data Blog

United States – Semiconductor Shipments Decline as Asia Pacific Market Deteriorates

 

MACRO WATCH Global: United States’ semiconductor shipments, which have been falling since July 2011, saw worsening declines in the first part of 2012. This drop coincides with the fall in semiconductor shipments to the Asia Pacific (excluding Japan), which began with a 1.59% decline in December 2011 — its first decline since September 2009 — and culminated in a 6.00% decline in February 2012. The Asia Pacific region (including Japan) accounts for approximately 69% of U.S. semiconductor shipments. Shipment trends also suffered from an exacerbated downturn in the European markets, which has seen double-digit declines in shipments since November 2011.

Changes in 12-Month Year-to-Date Semiconductor ShipmentUS Semiconductor
Chart provided by: CEIC

At present, although the book-to-bill ratio of semiconductor equipment is encouraging, current macroeconomic conditions suggest an uncertain outlook for the semiconductor industry in the coming months.

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By Ian Lim in Malaysia – CEIC Analyst

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