S.Korea:Import request for in-vehicle semiconductors:2.3% share of sales:
Automotive semiconductors:
Five major global companies:
Currently, the five largest global companies occupy 80% of automotive semiconductors.
Dutch NXP,
German Infineon,
Japan Renesas,
Swiss STMicro,
Texas Instruments, USA,
Automotive semiconductor prices have risen, and corporate performance in the January-March quarter of this year is strong.
Orders for in-vehicle semiconductors have accumulated for 18 months.
It is difficult to resolve the supply shortage within the year.
Competitiveness of Korean semiconductors:
South Korea has a large production volume of automobiles, but the production volume of semiconductors for automobiles is small, so we ask for imports.
Korea Trade Association:
South Korea’s global automobile production share:
4.3% based on 2019 production volume,
4.6% based on 2019 export value,
However, the market share of in-vehicle semiconductors is only 2.3% on a sales basis.
Global automobile production share in major countries:
Vehicle production standard:
US 11.7%,
Japan 10.5%,
Germany 5.5%,
Vehicle export value standard:
US 8.1%,
Japan 11.9%,
Germany 17.0%. ,
Automotive semiconductor production share in 3 countries:
Sales standard
US 31.4%,
Japan 22.4%,
Germany 17.4%,
All are at levels similar to, or at most triple, the share of automobile production and exports.
Experts point out:
Barriers to entry are high for automotive semiconductors.
It has characteristics that make it difficult to achieve economies of scale.
Joongang Ilbo
https://s.japanese.joins.com/JArticle/278443?sectcode=300&servcode=300
Semiconductor expert: What is the technical level of Korea?
“When you consider the technological competitiveness of industry-leading countries in the semiconductor field such as the United States, Japan, and Taiwan to be 100, what do you think is the technological level of South Korea?”
The Federation of Korean Industries:
Korea Semiconductor Display Technology Association:
We asked 100 semiconductor industry experts (60 in academia and 40 in industry) about 17 items in 4 fields.
Questionnaire survey:
According to the results of a questionnaire survey conducted last month and released on the 7th, the average score was 71 points.
Semiconductors for AI:
Software and design items were the lowest at 56 points each.
Non-memory semiconductor:
Vehicle semiconductor design was sluggish, with 59 points.
Semiconductor equipment (60 points),
Semiconductor parts (63 points),
Power semiconductor design (64 points),
Semiconductor materials (65 points) also belonged to the low evaluation group.
Alertness to China:
In this survey, we also investigated the movements of major countries to protect and nurture their own semiconductor industry.
“Korea is the most vigilant about China,” it turned out.
Most worrisome:
“Korean semiconductor development engineer and training system shortage (14.0%)” was the most common.
“Insufficient competitiveness of Korean semiconductor materials, parts and equipment (12.3%)” is also a concern.
Strengthening the competitiveness of the semiconductor industry:
As a policy issue,
Tax support for corporate production facilities and R & D investment (23.0%)
Domestic production of semiconductor materials / parts / equipment and expansion of test beds (18.7%)
Economy: hankyoreh japan