“With a book-to bill-ratio of 1.13, the industry is still in expansion mode, despite markets becoming more volatile,” reported Bettina Weiss, executive director, SEMI PV Group. “Equipment manufacturers are doing very well.”
May 24, 2011 — SEMI, global trade association for nano and microelectronics manufacturing, and VDMA (Verband Deutscher Maschinen- und Anlagenbau), the German Engineering Federation, debuted its quarterly Worldwide Photovoltaics (PV) Equipment Market Statistics report. The report covers bookings and billings data by quarter, by market region, by supply chain segment and by equipment type.
Both bookings and billings increased in all quarters of 2010. “Sales in Q4 were twice as high as in Q1. Newly received orders have been well above sales throughout the year,” summarized Dr. Eric Maiser, managing director of VDMA Photovoltaic Equipment.
“With a book-to bill-ratio of 1.13, the industry is still in expansion mode, despite markets becoming more volatile,” reported Bettina Weiss, executive director, SEMI PV Group. “Equipment manufacturers are doing very well.” Asia is by far the biggest contributor to PV equipment sales: close to an 80% share.
The PV book-to-bill for tier 1 midstream (ingot-to-module and thin-film) fab equipment has been posting ratios well above parity since the start of 2010, and this is projected to continue until at least Q2 2011, confirms Finlay Colville, senior analyst, Solarbuzz. Read his analysis here.
The book-to-bill report is based on direct inputs from PV equipment manufacturers globally.
Accurate sales and order data on a global basis enables solar industry members to better understand key business trends, market share, and regional dynamics, said Weiss.
The Worldwide PV Equipment Market Statistics report is jointly produced by SEMI and VDMA. The joint report combines the secure, proven methodology and global scope of the SEMI Book-to-Bill report for semiconductor equipment with VDMA’s current PV reporting system that has provided bookings and billing information to German PV equipment manufacturers for over two years. VDMA’s PV equipment program structure has been successful in Germany, a good reason for adopting it for our joint program, said Weiss.
Detailed information on bookings and billings is available to program participants. The report is currently only available to data collection program participants. It will be available for purchase later this year, once six quarters of equipment sales information have been accumulated. For more information and to participate in the report, visit www.pvgroup.org or contact Melody Song at firstname.lastname@example.org.
SEMI is a global industry association serving the nano and microelectronics manufacturing. The SEMI PV Group represents SEMI member companies involved in the solar energy supply chain. For more information, visit www.semi.org.
The German Engineering Federation (VDMA) represents more than 3,000 engineering industry companies. Approximately 100 VDMA member companies are active in the photovoltaic sector, covered by VDMA Photovoltaic Equipment. For more information, visit www.vdma.org/pv