Before the semiconductor, the mainland panel industry has posed a great threat to South Korea. Recently, the mainland's BOE has produced AMOLED flexible panels, breaking the monopoly of Korean enterprises. In fact, 90% of the global LCD panels were manufactured in Japan in the early 1990s Later, Samsung and LG of South Korea defeated the Japanese panel industry by ferocious offensive force. Now that the BOE is rising, South Korea believes that "BOE is the Chinese version of LG and Samsung." Next, the mainland continued to advance in the semiconductor industry OK, South Korea also feel more and more pressure.
2 years cover 15 plants over Taiwan, Japan and South Korea total
Korea's North Korea Daily's North Korean business website reported that the mainland is investing huge sums of money in the semiconductor field. From this year to 2019, 15 semiconductor factories under construction in China will reach 15, up from South Korea (3), Japan (4), South Korea Taiwan (7) will have to add up more. By next year, China's semiconductor investment will account for 21% of the world's total, second only to South Korea.
The 3D NAND plant, built by Tsinghua Unisplendour's Yangtze River in Wuhan, is expected to start production in the second quarter of next year with a gap of only three years from the world's advanced level, while other DRAM makers such as Jinjiang and Hefei are expected to Production is expected by the end of next year. South Korea's "World Journal" predicted that no matter what, the global semiconductor market will have a war next year.
The United States, Japan and South Korea talent Lu Meng digging angle
In addition, mainland China also catches up with talent. The report pointed out that previously had a front desk, Samsung's super-technology expert Liang Mingsong was dredged by SMIC, and later UMC's 50 engineers were called together by Chinese companies An Qixian, executive director of Korea Semiconductor Industry Association, said: "The mainland is hiring full-scale recruitment targets for the United States, Japan and South Korea to secure semiconductor technology professionals."
The most important thing is that the mainland has a huge demand for semiconductors. Once mainland China's products come out, a large number of local enterprises like Huawei, Xiaomi, OPPO, vivo and Lenovo will pay for it. Semiconductor companies in mainland China can take it easy Under the low-end market, a fatal blow to South Korea, which exports 16% of its total exports to the semiconductor industry.
Worried South Korea's government hinders Samsung, Hynix and other factories in the mainland, but South Korea's "Central Daily" pointed out that not afraid of technology companies leaks, but the Chinese market is so large, if not set up factories in the ground, it is vain losses market Without the financial support brought by the market, what Korean companies rely on to maintain their own technological leadership?