Post by account_disabled on Jan 8, 2024 0:03:21 GMT -5
4 industries affected by the South Korea-Japan conflict The South Korea-Japan conflict does not appear to end easily. When Japan announced measures to control the export of 3 types of semiconductor materials to South Korea and consider removing South Korea from the list of "White Countries," which reinforces the distrust of the Japanese government. For Japan South Korea is the second most important value pair after China. and the United States respectively If South Korea is indeed removed from the White Countries list, exports of machine tools would have to be approved by the government first. If this attitude continues The manufacturing industry will definitely be affected. The Toshiba Memory semiconductor industry has a chance. South Korea emphasizes that it must be careful of politics. Samsung Electric is currently the world market leader in NAND Flash Memory. This time, restrictions on exports of semiconductor materials from Japan will occur. This has led to speculation that Toshiba Memory, which holds the number 2 spot in the market, may have the right to become the market leader instead.
However, it is not that Japan will not be affected. This is because Micron Job Function Email Database Technology's factories, a US manufacturer's presence in Japan, will be affected by Samsung's reduced DRAM production capacity. The materials subject to strict export controls include Fluorinated Polyimide, Photoresist, and Hydrogen Fluoride, effective July 4. In the past, South Korea relied heavily on imports of these materials from Japan. As a result, the technology industry in South Korea has been greatly affected. However, a person involved from a Korean semiconductor company commented that “This will only be a temporary impact,” as semiconductor prices began to decline in mid-2018. In the short term, this can be compensated by reducing product stocks. or can adjust the price while the long term South Korea will have the United States. It's an alternative to Japan. political situation This is another factor that makes it difficult to predict the future after this. At the end of 2019, it is not yet clear whether After the launch of the new iPhone model, what will the US government's stance on export measures be? As in the case of Huawei, it happened suddenly without any prior reaction. Therefore it can be said that Situation of the semiconductor industry It depends on international politics. The electronic components industry is not affected. TDK office and production base for Ferrite core and coils for automotive and smartphones.
To enter the South Korean market especially has expressed agreement with the prediction that Electronic components industry will not be affected by export measures in the near term. Taiyo Yuden is another person who expresses the same opinion. It said production of multilayer ceramic capacitors (MLCC) has not been affected. automotive industry Sales are difficult to continue to grow. If Japan actually decides to remove the name South Korea from the White Countries, it is expected that it will come into effect in the third quarter of this year. Exports that will be most affected are machine tools and chemical products. This must be approved by the government first. Of course, South Korea also has a response plan in place as well. Meanwhile, many Japanese businessmen are in the process of negotiating with the government on this issue. South Korean automotive market Car sales are approximately 1.8 million vehicles, or 35% of Japan's total, with Kia Motors, a subsidiary of Hyundai Motor, holding a 70% share of the market. The Korea Automobile Importers & Distributors Association (KAIDA) reported that Japanese cars' share of the South Korean market was 2.5% in 2018, which is still a small figure. But it has continued to grow from previous years. Therefore it is more difficult. Will be able to increase the amount from now on. Notably, Nissan follows Renault Samsung Motors' SUV production plant located in South Korea.
However, it is not that Japan will not be affected. This is because Micron Job Function Email Database Technology's factories, a US manufacturer's presence in Japan, will be affected by Samsung's reduced DRAM production capacity. The materials subject to strict export controls include Fluorinated Polyimide, Photoresist, and Hydrogen Fluoride, effective July 4. In the past, South Korea relied heavily on imports of these materials from Japan. As a result, the technology industry in South Korea has been greatly affected. However, a person involved from a Korean semiconductor company commented that “This will only be a temporary impact,” as semiconductor prices began to decline in mid-2018. In the short term, this can be compensated by reducing product stocks. or can adjust the price while the long term South Korea will have the United States. It's an alternative to Japan. political situation This is another factor that makes it difficult to predict the future after this. At the end of 2019, it is not yet clear whether After the launch of the new iPhone model, what will the US government's stance on export measures be? As in the case of Huawei, it happened suddenly without any prior reaction. Therefore it can be said that Situation of the semiconductor industry It depends on international politics. The electronic components industry is not affected. TDK office and production base for Ferrite core and coils for automotive and smartphones.
To enter the South Korean market especially has expressed agreement with the prediction that Electronic components industry will not be affected by export measures in the near term. Taiyo Yuden is another person who expresses the same opinion. It said production of multilayer ceramic capacitors (MLCC) has not been affected. automotive industry Sales are difficult to continue to grow. If Japan actually decides to remove the name South Korea from the White Countries, it is expected that it will come into effect in the third quarter of this year. Exports that will be most affected are machine tools and chemical products. This must be approved by the government first. Of course, South Korea also has a response plan in place as well. Meanwhile, many Japanese businessmen are in the process of negotiating with the government on this issue. South Korean automotive market Car sales are approximately 1.8 million vehicles, or 35% of Japan's total, with Kia Motors, a subsidiary of Hyundai Motor, holding a 70% share of the market. The Korea Automobile Importers & Distributors Association (KAIDA) reported that Japanese cars' share of the South Korean market was 2.5% in 2018, which is still a small figure. But it has continued to grow from previous years. Therefore it is more difficult. Will be able to increase the amount from now on. Notably, Nissan follows Renault Samsung Motors' SUV production plant located in South Korea.