Recently, before South Korea's Yoon Suk-yeol visited the Netherlands, he made many nonsense words. Yonhap News Agency reported that Yoon Suk-yeol said at a symposium before the visit that he would focus on strengthening the semiconductor alliance between South Korea and the Netherlands. As the U.S. further tightens export restrictions on AI-related chips and semiconductor equipment to China, cooperation between South Korea and the Netherlands has also become important. Later, Yoon Suk-yeol said in an interview with AFP that he would significantly deepen semiconductor cooperation with the Netherlands, the United States, Japan and other countries. The day before the visit, Yoon Suk-yeol also met with Wennink, president and CEO of Dutch lithography machine giant ASML, during which Yoon Suk-yeol will also bring the chairman of Samsung Electronics and the chairman of SK Group to visit ASML's headquarters. Basically, Yoon Suk-yeol's trip is to implement the chip containment policy of the United States, but the reality is that the United States, Japan, and the Netherlands still have the level of China's neck in the chip field, but South Korea is basically not qualified.
South Korea's chip industry is mainly dominated by memory chips, and South Korea's memory chip manufacturers occupy an important position in the global chip market and are the country with the largest share of memory chips in the world. Yoon Suk-yeol also said in an interview this time that South Korea's memory chip ** accounts for about 60% of the world's total. Previously, South Korea's foreign ** suffered heavy setbacks one after another, of which the decline in the memory chip market was one of the biggest influencing factors. South Korea's position in memory chips is being impacted by Chinese memory chip companies, and domestic memory chips are rapidly seizing the market. For example, YMTC is the world's first manufacturer to mass-produce 232-layer NAND flash memory, and has taken the lead in the number of layers, the number of transistors per unit volume, and the data speed. Recently, Changxin Storage announced the launch of LPDDR5 DRAM memory chip, achieving a breakthrough in the domestic market, which means that China's mobile phone industry chain has taken a key step in the field of high-end mobile phone manufacturing. These domestic manufacturers are replacing imported memory chips in large quantities, which is undoubtedly a blow to South Korea, and even the Japanese and South Korean storage factories that have taken the opportunity to raise the first level of bizarre fires have never caught fire anymore. Therefore, Yoon Suk-yeol co-opted allies to strengthen semiconductor allies is nothing more than huddling together for warmth, and strengthening China's chip control, thinking that South Korean chips will be saved, but it is just a dog jumping over the wall.
What I want to say is that sooner or later, South Korea's chip industry will be gradually taken over by the Chinese industry, just like pillar industries such as automobiles, shipbuilding, and LCD panels. Let's talk about automobiles first, in October, domestic independent brands have accounted for 60% of China's automobile market share, and German cars have 156% share, Japanese cars are left with 146%, while only 15%。And China has overtaken Japan to become the world's largest exporter of automobiles
In the first 11 months of this year, the global shipping market has accumulated new ship orders of 1,545 ships, with Chinese shipbuilders winning 973 ships and 22.09 million revised gross tonnage orders, while South Korean shipbuilders won 191 ships and 9.63 million revised gross tonnage orders. In recent years, Chinese shipbuilders have not only won the most orders, but also left the second place farther and farther away. In the field of liquid crystal, Samsung has not only been tortured by BOE in LCD displays, but also has surpassed the world's No. 1 Samsung Display Company in sales. On the phone screen, Samsung has been around since 20 last yearThe 4% share slipped to 16 this year9%。
Now it's the turn of memory chips, China Yangtze River Storage and Changxin Storage are constantly making technological breakthroughs in the field of memory chips, although subject to the limitations of manufacturing equipment, but still continue to narrow the technological gap with Samsung, Hynix. If restrictions can maintain technological superiority, then South Korea will still be able to maintain its pillar industries and share the cake of Western technological monopoly. But the reality will not be like that, and the control will create some difficulties, even serious difficulties, for China, but it is only a matter of time and determination for China to overcome the difficulties, and then South Korea will not even be able to share the "hot soup". Take the nearest thing as an example, South Korea should think about urea first, which is the most urgent thing. Think about it more, what price will South Korea pay if it loses China's huge market and perfect industrial chain.