OneChipsUnder the rules, Korean companies lost huge amounts of dollars in the Chinese market, and Japan picked up a "big bargain".
ChipsThe implementation of the rules for the United States andKorean companies's market share has had a significant impact. High-end products cannot be shipped freely, and the Chinese market is in the middle and low endChipsLimited demand has led to market adversity for both U.S. and South Korean companies. Although the United States has suspended the further implementation of the new regulations, on the high-endChipsThe limitations are still there, and they are further limiting the AIChipsand the development of the field of new energy vehicles. This is even worse for American and South Korean companies. But South Korean companies have clearly been hurt more severely. Implemented by the United StatesChipsThe rules are designed to bring about a return to homegrown manufacturing, and once that happens, it will ultimately benefit American companies, further cementing their global presence. And Korean companies are different, thoughSamsungIt has a top-level process comparable to TSMC, but the market is limited. TSMC's current technology is still able to crush the world, even if it loses customers in Chinese mainland, the global foundry share is still more than 50%. WhileKorean companiesThe situation is different, more than 50% of the market share came from the Chinese market, and now it has been affected by the comprehensive sanctions of the United States to suppress Chinese companies, which makes it quite difficult for these Korean manufacturers, who have been hesitant to follow up on the US ban, which is why they have maintained a neutral attitude for a long time. The current export controls have had an impact on South Korean companies, and Japan has become the "king of leaks".
According to the statistics recently released by South Korea, South Korea exported to China in 2018SemiconductorsThe total reached $82.4 billion, while only $66.3 billion remains in 2023, with a difference of $16.2 billion. China rightChipsDemand is increasing, and South Korea's share of exports is rising, which means that Chinese companies are becoming less dependent on Korean companies. In contrast, Japan's figures are relatively good. According to statistics, during the same time period, China imported from JapanSemiconductorsThe total value of equipment increased by $5 billion to $20.8 billion. South Korea mainly sellsChips, while Japan mainly exportsSemiconductorsManufacturing equipment, it seems that the two are not directly related, but in fact they are inextricably linked.
ChipsAfter the implementation of the rules, China received a high-endChipsImport restrictions are currently in the low and middle endChipsIt has also been threatened to a certain extent, so it can only increase the intensity of independent research and development and further increase the purchase of equipment. After the implementation of the "tripartite agreement between the United States, Japan and the Netherlands", Japan announced 23 itemsSemiconductorsShipments of manufacturing equipment, which gave the United States no reason to look for trouble. In contrast, the United States itself could not match it, and Japan retained the channel for equipment to apply for shipments, which made the United States feel quite embarrassed. Compared with South Korea, the United States is more afraid of Japan. The reason is that the auxiliary materials at the core of Japanese core manufacturing are basically from Japanese companies, and some are even betterLithography machineAlso important. If not sanctioned, it is leading the world at this stageSemiconductorsIt's not American companies that are developing.
The reason why Korean companies can survive so well in the Chinese market is completely dependent on imports of the Chinese market. Once this channel is blocked, the subsequent development of South Korea will be greatly affected. About this, I thinkKorean companiesWe should intensify our efforts in independent research and development, reduce our dependence on imports, and actively explore other markets. At the same time, it is also necessary to strengthen cooperation with Chinese enterprises and jointly promote itSemiconductorsThe development of the industry. Only on the basis of multi-party cooperationKorean companiesto be able to be on a global scaleChipsStay competitive in the marketplace and be ready for future technological innovations.
ChipsThe implementation of the rules has caused losses to Korean companies in the Chinese market and brought development opportunities to Japan. China rightChipsDemand is increasing, while Korean manufacturers are facing a decline in market share. However,Korean companiesThere are still opportunities to meet this challenge by increasing R&D efforts and expanding into other markets. At the same time, cooperation with Chinese enterprises is also an important development direction. Only with the joint efforts of global cooperation,Korean companiesto be able to compete in the fiercely competitiveChipsRemain competitive in the market. For future developments,Korean companiesIt is necessary to actively adapt to the new market situation and strengthen technological innovation to ensure its presence in the worldSemiconductorsPosition and influence in the industry.