The Japanese government's regulation on the semiconductor and display raw materials exported by South Korea, analyzing the analysis of this move may have a joint impact on the global industry.(Internet)
The Japanese government's enhanced measures for semiconductor and display raw materials for South Korea's export control have passed more than a week.The dispute between Japan and South Korea has also brought uneasiness to the global high -tech supply chain such as Chinese smartphone companies such as Korean semiconductor companies.
Nikkei Chinese website quoted the report of the economist Ma Taiying, an economist of Singapore Star Fair Holding Company (DBS Grouppholdings LTD.), referring to the peace of mind brought by the Sino -US trade war.At the same time, he was alert that he should not underestimate the effect of the supply chain of electronic products in Asia.
In response to the three semiconductor materials with high global share, the Japanese government has begun to ask for individual review and approval for each export contract.The inventory owned by South Korean semiconductor manufacturers is expected to use for about a month. After this period, the supply of Korean companies is likely to stagnate.
In the field of semiconductor memory that stores data, South Korea Samsung Electronics and SK Hynix are monopolized.In the field of DRAM, the global share of the two companies reached 70 %, and it was as high as half in the field of NAND flash memory.In the field of ultra -high -definition organic EL panels, two South Korean Samsung and LG displays have more than 90 % of the share.
The price of semiconductor memory is in a downward trend due to the influence of Sino -US friction.Some opinion believes that as Japan's export control is strengthened, if Samsung and SK Hynix decide to reduce production, leading to the situation of supply in short supply will help the recovery of the market.However, there are also views of the Japanese company in Japan, and the negative impact of the increase in fixed fees may be more obvious.
Semiconductor memory and organic EL panels are widely used on electronic devices such as smartphones, personal computers and TVs.If there is a problem with the supply of parts and components in Korean companies, it may have an impact on global electronic companies such as Apple, Huawei, China, Sony, Japan, and Panasonic.
The Vietnamese economy also faces potential risks.Samsung has multiple mobile phones and appliances factories in Vietnam. In 2018, a quarter of Vietnam's exports came from Samsung's subsidiary.According to statistics from American Citi Group, in Vietnam, South Korean companies account for 64 % of the import of semiconductor memory imports.
The impact on China is also huge.Including Hong Kong, 48 % of Chinese semiconductor memory imports come from Korean companies.Chinese companies can also purchase DRAM from Micron Technology in the United States, but in the context of Sino -US friction, it is unknown to how much it can be replaced through the United States.
On July 10, South Korean President Moon Jae -in summoned the heads of large consortia such as Samsung, and worriedly stated that he could not deny the possibility of long -term.The Japanese side adopted the attitude of disagreement to withdraw, and was also ready to eliminate South Korea from a friendly country's friendly country.Objects to South Korea export censorship may expand on a wide range of semiconductor materials.Citi Group predicts that even if Japan and South Korea are looking for a compromise point, the progress of the negotiations will wait (Japan) after the Senate election on July 21.
