When Will The Japanese And Korean Industrial Chains Become A Supplement To China'S Economy?

Helong Stadium in Changsha, the sixth Asian final qualifying match of 2018 FIFA Russia World Cup, is a war between China and South Korea. The Chinese football team has never shouldered the heavy diplomatic mission as it does now. Please save face and play well, or God knows what will happen. The match coincided with Thad's deployment, Lotte's withdrawal, and tensions between China and South Korea. According to the survey data of 1000 research subjects conducted by the Korean Eshan Policy Research Institute from March 6 to 8, China has replaced Japan as the most unpopular person in the minds of South Koreans.

It's not a good thing that two neighbors broke up for an unreasonable villain. Some people analyze from the perspective of game theory that the split between China and South Korea is most beneficial to North Korea, followed by the United States. China and South Korea jointly staged a play in which relatives are hurt and enemies are quick, which is also the most objectionable form of brotherhood in Chinese ancient maxims. Now not only are there disputes, but populism on both sides is also increasing new hatred.

Cooperation is beneficial to both parties. China's industrial chain is in the middle and lower reaches, and South Korea is in the middle and upper reaches, close to China, with low logistics costs. According to the 2016 Import and Export Statistics of the General Administration of Customs of China, the total amount of goods imported by China from South Korea in 2016 reached US $158.9 billion, accounting for 10.0% of the total import, and South Korea has become the largest country in China for four consecutive years Country of origin 。 According to the statistics released by the Ministry of Commerce, China attracted $113.8 billion in direct investment in the first 11 months of 2016. Among them, South Korea invested US $4.37 billion in China, up 17.8% year on year, ranking second after Singapore.

People will not die if they do not watch Korean dramas, travel to South Korea, or use Korean masks. However, some things are not imported, which has a serious negative impact on China's industry. This boycott of South Korea is actually a big test of China's electronic industry chain. If the technology in these industries can't keep up with and mass production can't be achieved, how can you resist today and buy back tomorrow. If South Korea is boycotted, it will inevitably turn to Japan, and if Japan is boycotted, it will inevitably turn to Germany.

Look at the analysis of some industry insiders. At present, the strongest display panel in the world is South Korea, China, Japan and Taiwan. It is said that the "three countries and four regions struggle" of the world panel, Local BOE, Tianma, Rainbow Group and many other enterprises will launch a price war between China and South Korea in the next generation of OLED panels.

In the field of DRAM, Samsung is the largest enterprise in South Korea, the largest DRAM enterprise in the world, and the largest NANDFlash enterprise in the world. In the fourth quarter of 2016, Samsung was still the top player in the DRAM memory industry, with a market share of 47.5%. SK Hynix, another Korean storage manufacturer, also performed well. Its revenue in the fourth quarter of 2016 reached US $3.3 billion, and its market share rose to 26.7%, ranking second in the world.

Samsung and SK Hynix, two Korean manufacturers, have monopolized the DRAM memory market. Samsung and SK Hynix are beating other storage enterprises in terms of manufacturing process, technology, process, yield, etc., and their positions in the market are stable and hard to shake. These two enterprises are also two big mountains that China's electronics industry can't get around. Although China has a memory layout, it has not made a breakthrough in the core technology field. China's PC, intelligent products, communication equipment and other fields are still difficult to get rid of the constraints of Samsung and SK Hynix.

In the past, Japan, South Korea, Taiwan, and China have formed a complete upstream and downstream industrial chain. In recent years, the Chinese mainland has made rapid progress, forming a relatively complete industrial chain, making breakthroughs in panel and other fields, and thus breaking the veil of monopoly prices. There is a very simple logic. As long as the price of a certain electronic raw material drops sharply, Chinese enterprises must have made a breakthrough in this field. China needs to forge ahead for several years to establish its own industrial chain and make the industrial chain of Japan and South Korea a supplement rather than a core part of China's economy,

on the other hand, the republic of korea High dependence on China is at the low level. According to the analysis of Zhang Yun's article, a study shows that 75% of South Korea's exports to China in 2010 were semi-finished products, which were mainly shipped to South Korean enterprises in China for reprocessing, or exported to other countries after assembly. China, as the final product of South Korea consumer market Only 3% of South Korea's exports to China. More than six years later, there seems to be no essential change in this basic pattern. In 2016, a study by the Korea International Economic Policy Research Institute showed that semi-finished products still accounted for about 78% of South Korea's exports to China.

The main focus in the minds of Korean enterprises is still the trend of Europe, the United States and Japan in the final market, rather than the Chinese factory as the "god of wealth passing by". China will stop production and transfer to Southeast Asia. China's economic status is formed by market-oriented reform, rather than just raising a fist and shouting slogans.

In the era of nation-state, patriotism is advocated in any country. Look at the American TV series. The heroes who died are transported back to China and covered with the national flag. If you have lofty patriotic feelings, the way is not to block the gate of Lotte, but to make yourself a person with a bottom line, skilled people, entrepreneurs, technicians, and high-tech workers. Blocking the door is not only to make yourself stupid, but also to beat women and children to prove that you are a villain.

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