S.Korea: Imports 98% of automotive semiconductors: World’s 5th largest automobile production
-S.Korea is a big country in memory-
2021/04/13
Korean automotive semiconductors:
It turned out that the self-sufficiency rate of semiconductors for automobiles in South Korea is only 2%.
South Korea is the world’s fifth largest automobile producer,
Most of the semiconductors for automobiles are imported.
But Even with one or two types of parts, if there is a problem with overseas procurement, the factory will be shut down.
Hyundai Motor is also in trouble:
In fact, “Hyundai Motor’s supply of Taiwan-made in-vehicle semiconductors and parts” has been hindered.
From April 7th, the operation of Ulsan No. 1 Factory has been suspended.
On April 12, the Asan factory also stopped operating.
Korea Automobile Research Institute:
On April 12, we released a report on automotive semiconductors.
South Korea depends on imports from overseas for 98% of its automotive semiconductors.
In particular, semiconductor MCUs for controlling electronic devices cannot be procured in Korea.
Taiwan Stacked Circuit Manufacturing (TSMC):
About 40 MCUs are used in one vehicle.
TSMC is producing 70% of world production.
If TSMC shuts down, automakers’ factories around the world will shut down altogether.
MCU procurement period:
TSMC is flooded with orders from all over the world.
The traditional procurement period was 12-16 weeks,
The current procurement period has been extended to 26-38 weeks.
President Biden:
On April 12, a semiconductor countermeasures conference was held by calling semiconductor and automobile manufacturers around the world, including Samsung Electronics, Intel, TSMC, and Ford.
Pohang University of Science and Technology (Postek): Professor Chung Unari
Developed countries have already produced in-vehicle semiconductors in their own countries for security purposes.
In-vehicle semiconductors such as MCUs have high barriers to entry.
Also, it takes a long time to make a profit with the MCU,
For South Korea, it is impossible to build a stable supply chain without support measures including tax incentives.
Chosun Online | Chosun Ilbo
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