S.Korea: Send official documents to Renesas and others: “Semiconductor supply request”
-The Moon administration sends official documents-
Moon administration:
The Moon administration sent official documents to Renesas Electronics and others.
“Want you to supply the semiconductors that Hyundai Motors need,” They said, asking for cooperation.
South Korea imports 98% of automotive semiconductors.
Semiconductor shortage continues:
Nothing is just in Korea.
Governments of major developed countries such as the United States are also rushing to secure semiconductors, including those for automobiles.
Status of semiconductor manufacturers:
Japan Renesas Electronics
Semiconductor experts believe that production at the Naka plant will return to normal around the beginning of autumn.
Taiwan / TSMC China Nanjing Factory
It seems that the in-vehicle semiconductor line of TSMC’s Nanjing plant in China will start operation from the latter half of 2022 to 2023.
Japanese semiconductor manufacturer:
While supplying to Japanese automobile manufacturers
We must also respond to US requests.
Anxiety about semiconductor shortage in South Korea
For Korean automakers, the chilling relationship between Japan and South Korea is a factor that raises concerns about securing semiconductors.
South Korea imports 98% of automotive semiconductors.
Korea’s automobile production in 2021
Due to the shortage of in-vehicle semiconductors
It will decrease by about 120,000 units.
(The previous year’s production was 3.51 million units)
South Korea’s trade deficit with Japan:
South Korea’s trade balance with Japan remains in the red every year.
The deficit is due to the “comparative advantage” of Japan and South Korea.
Korean companies have grown by mass-producing and exporting finished products.
Strengths of Japanese semiconductors:
Japanese companies have strengths in fine and high-quality manufacturing.
This time, the whole of Japan is united
Related companies build a cooperative system,
Achieved early restoration of the Naka factory quickly.
Cold relations between Japan and South Korea:
2019 Japan will implement security trade control properly
Hydrogen fluoride,
Polyimide fluoride,
Resist,
Tightened export control of three items to South Korea.
In the future, the chilling relationship between Japan and South Korea will have an extremely large impact on Korean automobile and semiconductor companies.
(Akio Makabe) | Money Hyundai | Kodansha