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Jan 19th, 2009
 
SEMI PV Group Announces Worldwide PV Equipment Data Collection Program with Yole
 
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 > Gaëtan RULL, Market analyst

Gaetan Rull was granted a master degree of industrial marketing and strategy and a science master degree. Working with Yole Développement for three years, he is in charge of the market analysis in the field of photovoltaic.

Gatean Rull in charge of PV manufacturing practice at Yole explains the meaning of SEMI PV Group Announcement, that introduce a Worldwide PV Equipment Data Collection Program in Collaboration with Yole Developpement
 
> YOLE
Gaetan,Semi PV group announces Equipment Data Collection Program in Collaboration with Yole Developpement ,but what does it means?
> Gaëtan RULL
It means that SEMI PV Group today announced the addition of the Photovoltaic (PV) Equipment Data Collection Program to its market research portfolio for members.. The program, a partnership between SEMI PV Group and Yole Developpement, will generate a quarterly PV equipment book-to-bill report to provide subscribers with timely and credible global information on the rapidly expanding PV equipment market. Yole and SEMI are Currently Recruiting Program Participants.
 
> YOLE
Could you remind our readers the meaning of the Book-to-bill Ratio?
> Gaëtan RULL
The book-to-bill ratio measures the relationship between orders received and the amount of product shipped and billed. The book-to-bill ratio is widely published for the semiconductor equipment industry, and it is an important indicator of the health of the personal computer industry and the overall technology sector as well. A book-to-bill ratio of above 1 indicates that more orders were received than filled, and hence a strong market where demand outpaces supply. Similarly, a book-to-bill ratio of below 1 points to weaker demand. The book-to-bill ratio for semiconductor equipment makers headquartered in North America is released around the 20th of each month by the Semiconductor Equipment and Materials Institute (SEMI) based on average bookings and billings for the previous three months.
 
> YOLE
At what stage of the process are you?
> Gaëtan RULL
Currently, the PV Group and Yole are recruiting PV equipment manufacturers to take part in the program, and the program will focus on an initial list of suggested categories *. In addition to equipment used in the manufacturing of cells and modules, the categories also include equipment used in the manufacturing of ingots, wafers, and polysilicon .Each category will consist of data aggregated from a minimum of three companies. The final category list will be determined by participant interest.
 
> YOLE
What are the Suggested Data Program Categories?
> Gaëtan RULL
• Diffusion furnace • Firing furnace • Laser scribers • MOCVD tools • Module Laminator • PECVD for thin films • Screen printers • SiN coater • Sputtering for thin films • Tester and sorter • Wet bench • Wafer manufacturing • Automation • Equipment subsystems and components • Ingot, wafer, and polysilicon manufacturing
 
> YOLE
Why did Yole and SEMI decided to partner?
> Gaëtan RULL
The press release we send on monday January 26th with Semi perfecltly reflects our position: “SEMI has been a longstanding and credible voice in providing market statistics for the semiconductor manufacturing industry to its membership, as well as the journalist community,” said Stanley T. Myers, president and CEO of SEMI. “Because such a large percentage of our members also serve the PV industry, this new data collection program is a logical fit within our existing offerings, ensuring a complete global snapshot of the PV equipment segment.” “We have long enjoyed a strong relationship with SEMI, and have worked together in the past to provide market information on the MEMS and Nanotechnology programs, so we are pleased to be collaborating on the PV program,” said Jean-Christophe Eloy, founder of Yole Developpement. “I believe this collaboration fills in an obvious gap by providing up to date and accurate information on the PV equipment industry.”
 
> YOLE
When do you intend to release your first BtoBill?
> Gaëtan RULL
The inaugural report will be issued in May, and will contain bookings and billing data from Q1 2009. Subsequent reports will be issued quarterly in August, November and February, and will be available for a subscription fee, with a discount for SEMI/ PV Group members. Companies interested in participating in the Worldwide PV Equipment Data Collection Program should contact Dan Tracy at dtracy@semi.org or Gaetan Rull at rull@yole.fr For more information, please visit http://www.pvgroup.org.
 

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