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全球半導體產業鏈迎變局:日本限制對韓核心材料出口

  有0人瀏覽   日期:2019-07-02

文章摘要: 免費網站宣傳小編提示大家,隨著全球半導體產業鏈迎變局:日本限制對韓核心材料出口,整個行業也是波動較大的!......

日本經濟產業省7月1日宣布,日本將限制對韓國出口3種半導體及OLED材料。自7月4日起,包括“氟聚酰亞胺”、“光刻膠”和“高純度氟化氫”3種材料將限制向韓國出口。這三種都是制作電視、智能手機部件的材料。
Japan's Ministry of Economy and Industry announced on July 1 that it would restrict the export of three kinds of semiconductor and OLED materials to South Korea. Since July 4, three materials, including "fluoropolyimide", "photoresist" and "high purity hydrogen fluoride", will be restricted to export to Korea. All three are materials for making TV and smartphone components.
多位業內人士向21世紀經濟報道記者表示,它們均屬于半導體及顯示行業內的核心材料,而日本屬于站在“食物鏈”頂端的梯隊。“這些材料是核心材料,日本的市占率更高一些,一旦收緊出口,必然對韓國企業產生影響。”一位相關行業從業人士告訴21世紀經濟報道記者。
Many industry insiders told 21st century economic reporters that they belong to the core materials of semiconductor and display industries, while Japan belongs to the echelon at the top of the "food chain". "These materials are core materials, Japan's market share is higher, once tightening exports, will inevitably have an impact on Korean enterprises." A related industry practitioner told 21st century economic reporters.
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出口政策調整
Export Policy Adjustment
日本正在調整對韓國的材料出口政策,所涉材料包括“氟聚酰亞胺”、“光刻膠”和“高純度氟化氫”。
Japan is adjusting its material export policy to Korea, including "fluoropolyimide", "photoresist" and "high purity hydrogen fluoride".
據了解,此前,日本對韓國采取出口手續簡化的優待措施,向韓國進行上述材料出口時,企業可以利用一并向政府申請多種產品的出口許可,從而加快出口速度。
It is understood that prior to this, Japan has taken preferential measures to simplify export procedures to Korea. When exporting the above materials to Korea, enterprises can apply to the government for export licences for a variety of products, thus speeding up the export process.
但自7月4日起,韓國將被剔除出“白名單”,這意味著每個訂單都需要申請許可和接受審查,從而大大加長了出口手續花費的時間。
But from July 4, South Korea will be removed from the "white list", which means that each order needs to apply for permission and be reviewed, thus greatly increasing the time spent on export procedures.
在此次所涉材料中,氟聚酰亞胺為OLED顯示器部件材料。“聚酰亞胺就是業內所稱的PI,含氟聚酰亞胺就是添加了氟的PI,”一位顯示面板企業內部人士向21世紀經濟報道記者解釋道,“PI作為柔性OLED基板材料,類似于TFT-LCD中的玻璃基板的作用,起到載體作用,屬于OLED行業中的核心材料。”
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In this case, fluoropolyimide is the component material of OLED display. "Polyimide is the industry's so-called PI, fluorinated polyimide is added fluorine PI," a display panel enterprise insider explained to 21st century economic reporter, "PI as a flexible OLED substrate material, similar to the glass substrate in TFT-LCD, plays a carrier role, belongs to the core material in OLED industry. Material."
光刻膠則是涂覆在半導體基板上的感光劑,成本占芯片制造成本的7%左右,是評定半導體芯片生產工藝技術水平的重要指標。由于其技術壁壘高,并處于產業鏈上游,其質量能夠直接影響下游產品的質量。
Photoresist is a kind of photosensitizer coated on semiconductor substrate. The cost accounts for about 7% of the chip manufacturing cost. It is an important index to evaluate the technology level of semiconductor chip manufacturing. Because of its high technical barriers, and in the upstream of the industrial chain, its quality can directly affect the quality of downstream products.
“因此,下游企業對光刻膠供貨企業的質量及供貨能力非常重視,通常采取認證采購的商業模式,”國海證券化工行業研究團隊指出,“伴隨高采購成本與認證成本,光刻膠生產廠家與下游企業通常會形成較為穩定的合作。”
"Therefore, downstream enterprises attach great importance to the quality and supply capacity of photoresist suppliers, usually adopting the business model of certification procurement," Guohai Securities and Chemical Industry Research Team pointed out, "with high procurement costs and certification costs, photoresist manufacturers and downstream enterprises usually form a more stable cooperation."
氟化氫則用于半導體清洗,同樣是生產半導體過程中不可或缺的材料之一。有數據顯示,在氟化氫、氟聚酰亞胺市場,日本占全球氟聚酰亞胺總產量的90%,全球半導體企業70%的氟化氫都從日本進口。
Hydrogen fluoride is used for semiconductor cleaning, and it is also one of the indispensable materials in the process of semiconductor production. Data show that Japan accounts for 90% of the global production of fluoropolyimides in the market of hydrogen fluoride and fluoropolyimides, and 70% of the global semiconductor enterprises import hydrogen fluoride from Japan.
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在光刻膠領域中,日本也屬于“王者”之列。“由于極高的行業壁壘,光刻膠行業呈現寡頭壟斷格局。”國海證券化工行業研究團隊表示,目前前五大廠商占據了全球光刻膠市場87%的市場份額,其中日本JSR、東京應化、日本信越與富士電子材料市占率之和達到72%。
In the field of photoresist, Japan also belongs to the "king". "Due to the extremely high industry barriers, the photoresist industry presents an oligopoly pattern." According to Guohai Securities and Chemical Industry Research Team, the top five manufacturers currently account for 87% of the global photoresist market, with Japan's JSR, Tokyo Yinghua, Japan's Xinyue and Fuji accounting for 72% of the total market share of electronic materials.
行業影響深遠
The industry has far-reaching influence
日本此次出臺材料對韓出口收縮政策,立刻引發產業內的反響。事實上,韓國三星電子、LG和SK等廠商所需的大多數氟聚酰亞胺和高純度氟化氫都是從日本進口。“對三星、LG等韓國企業肯定會有影響。”前述企業人士向21世紀經濟報道記者表示。
Japan's material export contraction policy to South Korea triggered immediate intra-industry response. In fact, most of the fluoropolyimides and high-purity hydrogen fluoride needed by Samsung Electronics, LG and SK manufacturers in Korea are imported from Japan. "Samsung, LG and other Korean enterprises will certainly have an impact." The aforementioned entrepreneurs told 21st century economic reporters.
其中之一便是AMOLED產業。根據IHS Marke數據,2017年全球柔性AMOLED面板產能約415.5萬平米,占總AMOLED產能的35%,2019年柔性AMOELD產能預計增長到1538.7萬平米,增幅達到270%,AMOLED中占比達到61%。新增柔性AMOLED產線將快速催生PI膜的需求,因而也在一定程度上形成對上游材料商的依賴。
One of them is the AMOLED industry. According to IHS Marke data, the global production capacity of flexible AMOLED panels in 2017 is about 4155,000 square meters, accounting for 35% of the total production capacity of AMOLED. In 2019, the production capacity of flexible AMOLED is expected to grow to 153.87 million square meters, an increase of 270%, accounting for 61% of AMOLED. The new flexible AMOLED production line will rapidly generate the demand for PI film, thus forming a dependence on upstream material suppliers to a certain extent.
面對日本的突然“斷糧”,令韓國各大企業今年蓄勢待發的新品預期蒙上了一層陰影。此外,如果韓國不能及時尋找到替代進口國家,日本此舉也將波及三星、LG等企業的客戶,包括蘋果、華為、OPPO、vivo、索尼等企業。
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Faced with the sudden "grain cut" in Japan, the expectations of new products that Korean enterprises are ready to launch this year are overshadowed. In addition, if South Korea fails to find an alternative importing country in time, Japan's move will also affect customers of Samsung, LG and other enterprises, including Apple, Huawei, OPPO, vivo, Sony and so on.
“日本政府指定的限制出口的三個品種是生產半導體和顯示器面板所必需的材料。韓國對日依賴度較高,因此出口限制帶來的打擊將非常大。”有韓國企業內部人士就此評論道。
"The three types of export restrictions designated by the Japanese government are necessary materials for the production of semiconductor and display panels. Korea is highly dependent on Japan, so the impact of export restrictions will be very big. Some Korean insiders commented on this.
不過目前,韓國國內相關企業正在尋找應對方案。一位半導體企業人士認為,大部分零部件的供應商都不會只有一家,“眼下不會存在大的問題,現在我們可以使用庫存材料和尋找其他供應商解決問題,”該人士指出,“不過這些材料主要都是產自日本,如果日本政府限制出口,從中長期來看,我們不可避免會受到影響。”
At present, however, relevant enterprises in Korea are looking for solutions. A semiconductor manufacturer believes that most parts suppliers will not have only one. "There won't be a big problem right now. Now we can use inventory materials and find other suppliers to solve the problem," the person said. "But these materials are mainly made in Japan, if the Japanese government restricts them. In the medium and long term, we will inevitably be affected.
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