SEMI Consensus Forecast : Press Release Data

Data from the SEMI Member Consensus Forecast was delivered in a press release today. One part of the release is shown in the table below. This press release, from what I recall, is the first that SEMI has issued containing a breakout of the equipment market by segment. After you have a look at this table I'm sure you'll be asking yourself the same question I am right now: "If this forecast is accurate will it be good enough to move equipment company share prices higher?" Forecast by Equipment Segment

Equipment Type	2003 Actual $B	2004 $B	% Chng	2005 $B	% Chng	2006 $B	% Chng	2007 $B	% Chng
Wafer Process	$14.75	$23.93	62.24%	$23.17	-3.18%	$23.88	3.06%	$27.34	14.49%
Assembly & Packaging	1.67	2.38	42.51%	2.04	-14.29%	2.26	10.64%	2.83	25.39%
Total Test	4.12	6.22	50.97%	5.64	-9.32%	5.61	-0.53%	6.32	12.66%
Other Front End	1.65	2.78	68.48%	2.64	-5.04%	2.77	4.92%	3.12	12.64%
Total Equipment*	$22.19	$35.31	59.13%	$33.49	-5.15%	$34.52	3.07%	$39.61	14.76%

Today I've been rounding up the recent Chart Watch data, which contains the most recent update from SEMI's SEMS data package. That series of charts Subscribers follow on a regular basis will be updated this evening.