Huang Jie, lang Lang
Near future of SamSung of dog crates large best buy magnate of Korea electron estate made a decision: In global disuse product line of 8 inches of chip produces memory kind (DRAM) chip, at the same time appetent 12 when have this company 8 inches reach product line of chip of the following dimension to make over.
SamSung is the DRAM chip manufacturer with the biggest whole world. Personage of know the inside story discloses, samSung already negotiated two many months with Xiamen municipal government, initial purpose is to Xiamen city makes over respectively 8 inches are mixed a product line of 6 inches of semiconductor. "Product of equipment along with, technology is made over together. "Product of equipment along with, technology is made over together..
SamSung is not the Korea company that makes this decision exclusively. In fact, hailishi also was contacting another Korea semiconductor firm as actively as Guangzhou municipal government recently, appetent with 50 million U.S. dollor " inferior value " make over a product line of 8 inches of chip.
Meanwhile, the domain of another strategy product that is good at in Korea electron course of study -- course of study of liquid crystal face plate, samSung and LG also are acting actively. The reporter understands, the product line of face plate of 7.5 acting liquid crystal that SamSung company and the total investment that Suzhou industry garden cooperates amount to 2.25 billion U.S. dollor, and LG company and the 8.5 generation product line tha the most popular selling dog stairs t Guangzhou government costs 4 billion dollar, already equipment of all things all, examine and approve what need Korea government only finally.
Of SamSung and LG newest and decision-making show Korea electron course of study to be in a kind of under financial crisis new attitude. Before this, to the component of electronic product core such as face plate, semiconductor manufacturing technology enters chinese mainland, korea has strict control all the time. Of Korea electron enterprise ambitious, the high vigilance that initiated Japanese electron and trade of Chinese Taiwan electron and panic. Drive in its, japan and Chinese Taiwan area are advanced manufacturing industry, also begin to quicken the layout that is in the mainland, a new industry moves spring tide is being formed.
Technology intensive is made accelerate movespring pool
"What kind of effect will financial crisis produce to situation of Asian electron industry? " on an industry forum that held in March this year, when Taiwan " electronic times " chief editor Huang Qinyong is cast when giving this issue, the industrial public figure that is present below the stage is eristic in succession, feel unable to decide which is right to this however. Large half an year is lain between when, the answer has announced: Financial crisis causes the monetary value of different money area to change considerably, the Asian electron industry that is a delegate with day Han quickly is transferred to the mainland.
Since this year, day Han and company of Taiwan area electron invest in the mainland frequent. Be in only doma dog stairs and ramps in of liquid crystal face plate, samSung is in the product line of face plate of 7.5 acting liquid crystal with overhand Suzhou, product line of LG and Guangzhou's joint-stock face plate of 8.5 acting liquid crystal, the 8.5 acting product line in the product line of 6 acting face plate that company of Japanese summer general makes over to Nanjing city and plan, and the wide report of Long Fei of elder brother hill that Taiwan invests setting product line of 8.5 acting face plate, total investment about a hundred 100 million U.S. dollors. Semiconductor creates a field, the enterprise that is a delegate with Korea and Hailishi criterion with " move " give priority to, 8 inches when be located in its area of and other places of the United States, Japan reach his the following product line turns to the mainland.
What with manufacturing industry of the first round of electron move differs is, the industrial all through the ages that migrates this all is regarded as " strategical industry " , belong to capital, technology, manpower concentrated model upriver industry. In the technology of this domain to preserve an area advanced sex is mixed industrial competition advantage, overseas to relevant industry investment all has day Han and Chinese Taiwan area relatively rigid limitation. It is with SamSung exemple, when Beijing east bought Korea 2003 contemporary the product line of liquid crystal face plate under 3 4 generation, and bought ORION of Korea plasma manufacturer when long rainbow 2006 when, korea home caused very big dispute about the discharge outside core technology.
Nowadays, day Han company changes the conservative color former days, invest the mainland in advanced production domain in a large-scale, can'ted help causing people guess: Loosen the vigilance of the discharge outside the technology right now, what is the commercial logic of these enterprise backside after all?
The personage accepts a reporter to interview related agency of Korea LGD Beijing express, "90 time promulgated the century on Korea " industrial technology is poured out of prevent make a way " , point out LCD, semiconductor is core strategy product among them, this is the main reason that SamSung and LGD dare not invest to China before this, however as Beijing Oriental, medium the core technology that the Chinese indigenous industry such as core international has begun to master these core components, the manner of Korea government also begins to become loose. The manner of Korea government also begins to become loose..
"On problem of the discharge outside preventing a technology, I think developed country manner is becoming more and more deal with concrete matters relating to work. " international semiconductor equipment and material association adviser are greatest health when will accepting a reporter to interview on December 17, express, the fact proves, advanced technology enters even if the mainland has production, core technology still by foreign place control, domestic industry cannot get core technology.
Nevertheless, advisory orgnaization is strapped in handkerchief senior director Luo Qingqi looks, the discharge outside not afraid technology is exterior reason only, between the different area that causes by financial crisis the change of monetary value, just be to cause day Han industry to quicken the main reason that transfers to the mainland.
"Japanese economy depends on exit badly. But financial crisis comes, yen add dollar appreciates considerably, this means European Union and United States to reduce the import of pair of Japan products considerably, the international competition ability of Japanese electron product is weakened at a draught. " Luo Qingqi says, from look substantially, industrial competition is monetary competition actually. Japan counterpoises without the price in financial crisis, do not keep out yen so appreciate. Will look quite, china not only fundamental factor of production is cheap, RMB price is relatively cheap also, export angle to consider from the product, japanese enterprise also must consider to transfer relevant production.
Another reason that invests China may be custom duty. Luo Qingqi says, chinese government is considering raising the tariff that face plate imports, for camp of avoid custom duty, going to China to invest is best choice apparently.
Company of Japanese summer general is standing executive battle member, abroad business cadre is long hold Jian Ye of Chinese area president concurrently when the letter accepts a reporter to interview before this all right, ever expressed, xia Pu must answer the challenge that exchange rate change brings. Japanese enterprise present competitor is Korea and Chinese enterprise. If continue to maintain " Japan is made, China is sold " mode, hard the adverse effect such as cost of risk of avoid exchange rate, tall labor, tall infrastructure cost, lose in competition thereby. This also is Xia Pu near future decision will be secondhand one of main reasons that move of product line of 6 acting face plate comes China.
dog crates large
"The alliance that fight Han " arisen
To Japanese enterprise, monetary value changes caused cost changes to be being worn in test enterprise person management wisdom. Nevertheless, this reason is not applicable perhaps to Korea enterprise. Because of financial crisis later, han money is right of the dollar take situation and yen add dollar completely contrary. In fact, devalue considerably in Han money (from 2007 of the bottom 929 convert 1 dollar miserable drop to this year Feburary 1500 convert 1 dollar, drop nearly 4 into) later, korea electron enterprise gains cost advantage quickly, through launching price attack to Japan and Taiwan area product, acquire market share quickly.
Nowadays, "Korea goods sweeps across the whole world " change of situation of global electron trade is medium since becoming financial crisis the brightest impress. With selling dimensions the TV of larger slab and mobile phone look, the newest data that DisplaySearch of market research orgnaization published recently shows, part in SamSung of flat TV domain and LG with 21.9% and of 12.9% have before leading those who hold sale two an ancient folding chair, among them successive ten quarters dvd discovery best buy rank first SamSung have leading is to be equivalent to Suo Ni, pine falling almost more, Xia Pu's summation.
In mobile phone domain, although Nuojiya still maintained of 25.5% have rate rank the first, but position of the 2nd tertiary has been undertaken the whole thing by Korea enterprise entirely, if be had with SamSung and LG,lead (it is respectively 17.1% calculate with 10.3%) the sum, total share has exceeded the market of Korea enterprise Nuojiya.
Have in the market rate rise while, the profit state of Korea electron enterprise also had clear improvement than 2008. According to the money newspaper of SamSung, before this year 9 this firm net gain of month of 6.08 billion dollar had restored 2007 the level of the corresponding period, more than the outstanding achievement of annual was behaved 2008 () of 4.8 billion dollar. SamSung electron forecasts the sales revenue hopeful of annual to exceed 110 billion dollar.
hans wilhelm
"To face plate, semiconductor for this kind of enterprise, the cost change that I think monetary value and exchange rate change are caused does not constitute very big menace. " Hong Maocheng analyses deputy director general of total department of career of face plate of TV of company of electron of strange beauty of big plant of Taiwan face plate say, the most serious consideration still is market of press close to.
In fact, a new force suddenly rises of Korea enterprise had caused the high vigilance of Japan and Taiwan region industry. A typical example is, dive considerably in DRAM product value, below the circumstance that Han money devalues considerably, taiwan semiconductor industry ever combined Japanese Er to amount to a company surely, integrated resource establishs combine, with period the nick that keeps out SamSung jointly. Hold water by Chinese Taiwan and Japanese region industry " the alliance that fight Han " increasingly arisen. Industry public figure thinks generally, in this war, no matter be Korea or Chinese Taiwan area, face the problem of stricture of native land market, chinese market is in " stage Han industry competes " in the role that act is more and more important.
Of Chinese Taiwan and continent industry near future " be on friendly terms " let Korea enterprise take seriously very. Begin from inside this year April, the mainland " home appliance go to the countryside " etc exciting policy needs the market inside promotion considerably, taiwan TV also follows w dog stairs best buy ith manufacturer of liquid crystal face plate indebted, snatch many mainland order. Recently, the branch expresses related Taiwan area, taiwan plan enters flat panel agreement of framework of cross-strait economy collaboration (first ECFA) is medium enjoyment the product detailed list of 0 custom duty of mainland or low custom duty. For enterprise of electron of this pair of Korea, not less than is a blow.
This year on May 30, korea signs up for greatly " Korea daily " with " feral the Chaiwan that pursue and attack " for the problem, think cross-strait classics trade adds up to oppose Korea to form powerful concussion. "Chaiwan " by " China " and " Taiwan " close to go all out and come, korea media emphasizes two sides combining the pressure of new growth and decline that brings to annulus Pacific Area with this. Korea media dog stairs for bed thinks, this year tendency of policy of mainland part foreign trade " give priority to in order to buy Taiwan product " cause to the product such as Korea SamSung and LG elbow out the effect badly. Here the circumstance falls, invest product line through be in the mainland can more client of press close to, can help Korea enterprise promote the market to have rate.
The industrial chance of the mainland
Asian advanced manufacturing industry changes the first effect that brings to continent industry group quickly is to produce can surplus problem.
It is with face plate course of study exemple, according to vice-president of Displaysearch of trade research organization Xie Qin beneficial predicts, the dimensions of liquid crystal TV of Chinese inland was 45 million 2013, if according to it is 32 inches of computation entirely, 3 8 acting lines can satisfy this one requirement; And if according to 32 inches, 42 inches, if 55 inches of 1/3 that take shipment amount each are calculated, also need 6 8 acting lines only. If be announced at present if investing the put into production after planning two years, certainly will causes home market beg for be more than.
Downstream ter the best selling dvd discoveryminal produces business to also have his view to this. Li Dongsheng of TCL group president thinks, if the mill-owner of liquid crystal face plate that SamSung, Xia Pu invests in China satisfies oneself to need, once,this is meant put into production, its will form the cost advantage of pair of native land brands in Chinese market, the situation of enterprise of Chinese color television will be more passive.
The personage inside course of study thinks generally, the price authority problem that should solve upriver core component to be brought about by monopoly of day Han business, terminal company has mainland mainland " two roads " can go: It is business of associated Taiwan acting plant, 2 it is to develop mainland to have an industry oneself as soon as possible. Because Taiwan generation is versed in the enterprise also offers a product to day Han enterprise at dvd discovery 4 the same time, look from final result accordingly, the pressing sex that develops mainland to have the industry, core technology that masters upriver core component oneself increases greatly.
So, is epicycle industry transferred after all whether help indigenous industry master competition ability of industry of core technology, promotion?
A kind of viewpoint thinks, from apparently look, day Han enterprise " loosened technical control " , come move of advanced manufacturing industry the mainland in succession, lagging to the mainland industr dog crates large y is a good chance. But in fact, their layout China while more undertake actively in mainland new round investment. SamSung plans to build the product line of liquid crystal face plate of 10 acting above in Korea, and begin position has in domain of face plate of large size OLED, and in semiconductor domain, abandoned 8 inches reaching the following product line, turn to construction more 12 inches of product line of high end. To these enterprises, transfer and need the product line that build, although still be mainstream product line, but not advanced already. Domestic company even if takes over construction, when all movement rise, "Still run at the back of others " .
In greatest health look, epicycle industry moves wet still follow " the market changes a technology " train of thought. And factual proof, mastering core technology respect, this one train of thought is failure apparently.
"I hope local government can draw experience and lesson, in train of thought of the change in move of this round of industry, not only it is simple imported equipment, the most important still is to should spend money to come to technology and product average. " greatest health say, "We should have more self-confidence now. Introducing technical issue to go up, regard chip as the market, why not OK? Why not OK??
Luo Qingqi expresses to this not hopeful. "I think advanced manufacturing industry undertook even if transfer, crucial technology returns home. On the other hand, china of settle of even if product line, because can execute a technology to close, realize technical move impossibly also instantly. Of core technology accumulate or should rely on oneself, this process will be more lengthy.
"On this problem, I think national understanding is sober. " Luo Qingqi complement says, watch the level to look from which, the market changes logistic likelihood of the technology to be put in the problem, dan Conghong watchs angle, of mass-produced line introduce conduce to RMB internationalization, have a RMB only in the world positional promotion, we just may have more money to throw research and development, promote scientific research actual strength thereby, this is a process that must experience.
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