South Korean semiconductors slipped to 36%, China reduces ** chain dependence!
Year-on-year **30.6%! South Korea has been removed from China"Decoupling", no longer rely on China's ** chain!
South Korea is one of the world's largest semiconductor industries, including Samsung, SK hynix and other world's top chip manufacturers, especially Samsung has the best process of 3 nm process, TSMC is claiming to win, so South Korea has always been an attempt by the United States to integrate the chip specification of the equipment.
At the beginning, we wanted South Korea to participate in the "Quad Chip Alliance", but South Korea knew that China's market share was very important, so it repeatedly pushed back and insisted on being a neutral country, not violating the US chip regulations, and not causing Chinese consumers.
However, even so, the Korean company is in the middle of"Decoupling"Through continuous efforts, South Korea was finally supported by existing Korean companies, and through the current rules, Korean companies can import advanced lithography equipment from Chinese branches.
The market share of Korean companies is declining.
Although South Korea and the United States are allies, South Korean companies have repeatedly announced the abolition of chip controls due to the huge profits in semiconductor transportation, but it seems that the desired results have not been achieved, and the output of high-end chips has not changed as a result.
According to figures released by South Korea, global wafer shipments in 2023 decreased by 30 percent from the same period last year6%, mainly due to China, which will be more difficult for South Korean companies in 2024.
According to a series of figures released by the Korea Chamber of Commerce, South Korea's share of China's total exports will fall to 63%, while it has been maintained at around 10% before, South Korea has been firmly at the top of the list for several years in a row, but this year's 6The 3% was also the largest since 1993.
South Korea can be said to have been angry with the United States for a few years ago. From Samsung's withdrawal from China, to the boycott of South Korean models, to Hyundai's and Kia's sales falling to record lows, these are all inseparable from the super-box scandal.
Samsung's market share decline is mainly due to the United States issued a series of integrated circuit regulations, these countries can not provide them with high-grade integrated circuits, so that South Korea's integrated circuit manufacturers in China's market share has declined sharply, and this trend will continue, the United States will not completely cancel these restrictions some time ago.
Now China is making every effort to develop domestic chips, and Huawei's Kirin 9000 S with 7 nm process is definitely made in China, which will have a huge impact on the semiconductor industry in the whole world, especially enterprises in Europe, America, Japan and South Korea.
Now South Korea is determined to sell its chips, which seems sincere on the surface, but in reality, they just want to keep the Chinese market, not like the United States, which is a good thing to do, but China will not do it.
If Samsung can't make up for its high-end chip supply problems as soon as possible, then it is very likely, like Hyundai and Kia, that it will be replaced by Chinese automakers and eliminated.
Anyone who tries to withdraw from China's ** chain is asking for his own death. Some time ago, China not only mastered science and technology, but also mastered some important raw materials, as long as we no longer export to the outside world, then Europe, the United States, Japan, South Korea will be difficult to make great progress.