Hunting core network for you to decrypt the historical reasons: Japan and South Korea electronic components of the true and false conspiracy theory!

We are trying our best to produce, but all the stickers are Japanese logos, who knows it is made by Samsung. When will we emerge from the shadow of Corporate Japan? – byung-chull lee

Japan and South Korea are at odds over electronic components
The official version of the acrimony between Japan and South Korea is that South Korea has been demanding compensation for world War II workers, in violation of a 1965 agreement between the two countries. From the perspective of the semiconductor industry, it is interesting to say that Japan is taking revenge on Korea for unfairly cheating Japanese MLCC manufacturers.

MLCC is behind the price hike

In MLCC industry giant manufacturer, concentrated distribution in Japan, South Korea, Taiwan, Hong Kong and top 5 large manufacturers account for about 85% of the market, Japanese companies is the head, a combined accounted for about 50% of the market, a south Korean companies as the middle child occupy about 20% market share, in addition to a Taiwan company old followed, A three-way killing took the opportunity of a trade war between China and the United States.

First of all, south Korean enterprises frantically placed orders for MLCC of the two Japanese enterprises through their subordinate supply chain companies. On the surface, they were worried about the impact of the Sino-US trade war and prepared enough goods in advance. In fact, they wanted to occupy the production capacity of the two Japanese enterprises and make them have no time to pay attention to other customers. After stabilizing the two eldest brother, South Korean enterprise again uses a recruit lian Liu Fights cao. Taiwan enterprises were originally the weakest of the three, but now the two leaders come to tell themselves that there is a way to bring down the boss, and ask themselves whether to do it, of course, do it!

Story is the development of middle and old release MLCC supply false information to the market, and the boss is hard at work to make second production, when the customer ask if out of stock now, busy boss tried to nod, markets into a tense mood, in a statement the old horse, MLCC out of stock, we have to rise in price.

The third made money naturally, but also lost the reputation. The second brother, who had been watching the market for a long time, finally made a move. First, he calmed the market mood and told everyone that he had enough capacity to save the market. The eldest brother and the second brother were suddenly dumbstruck, the eldest brother was overcast and led to the loss of market share, and the third brother became the target of public criticism because the price went too far, but your second brother became the savior, market reputation double harvest, so the Japanese can not swallow this tone, choose to limit the export of key materials, revenge.

The defeat of Japanese DRAM

In fact, Japan has a long-standing grudge against South Korea. South Korea began to steal Japanese semiconductor territory from the 1980s, most notably the change of DRAM leader. Previously core three board wrote a story about the rise and fall of Japanese DRAM (Japanese semiconductor was castrated for 30 years, history to come again? . In March 1976, Japan started the national project of “INNOVATION of DRAM Manufacturing Law”. Led by the government, Hitachi, NEC, Fujitsu, Mitsubishi and Toshiba jointly raised 73.7 billion yen to set up LSVI Technology Research Institute, and entered the DRAM industry in a large scale with the force of almost the whole country. In the following years, semiconductor factories were built in Japan. Production line endlessly, day and night yield high successively, Hitachi, NEC, Toshiba, respectively according to different process to conduct a comprehensive research, just ten years, Japan has occupied 80% of the world’s DRAM share, in the memory market represented by Toshiba of Japan enterprise no rival, of course, as you known, in the great leap forward of the semiconductor angered the United States, Japan, Then sanctions came and Japan was forced to sign the Us-Japan Semiconductor Treaty to castrate its semiconductor industry, and South Korea came in.

DRAM market share changes in 2018
In 1983, when Samsung launched its first semiconductor company, its 64K DRAM was five years behind Japan. In the same year, the price of memory plunged and Samsung lost $1 per chip. By the end of 1986, Samsung had accumulated losses of $300 million and its equity capital was empty.

Hunting core network for you to decrypt the historical reasons: Japan and South Korea electronic components of the true and false conspiracy theory!

As the market is saturated, memory has been made into cabbage price, some manufacturers have exits respectively, moved on the Intel CPU, Toshiba, NEC also reduced the investment of scientific research, everyone is busy to cut capacity, samsung has the opportunity to invest heavily in target, for samsung, U.S. sanctions against the Japanese semiconductor gave it a leap of the good chance.

As Japanese semiconductor manufacturers have suffered due to U.S. sanctions against Japan, Samsung has taken the opportunity to increase investment and attract Japanese technology experts. On the one hand, we use the most advanced equipment to improve production efficiency, and on the other hand, we actively “learn” Japanese technology. More than 70 technicians were recruited from Japan. Some technicians were told that if they pass on know-how accumulated by Japanese companies to Korean technicians, they will be paid three times as much as in Japan.

In 1986, Samsung invited Toshiba vice President Tsuyoshi Kawanishi to Seoul for a friendly visit on Saturday weekend through Toshiba s international affairs manager. But when He first arrived in Seoul, he was greeted with a dazzling vip-style reception lined with glass sculptures symbolizing Friendship between Japan and South Korea, accompanied by beautiful women and served with fine wine and food. When the dinner was over, Samsung made a request to the perplexed Kawashi, who was building a semiconductor factory. Kawashimoto did not want to go because he would have been asked to visit Toshiba’s factory if he had visited Samsung’s, but he was humiliated by refusing.

Not surprisingly, Samsung asked for a tour of Toshiba’s factory shortly after Kawashima returned, and Toshiba allowed Samsung to visit daidivision, which had the most advanced technology at the time and a lot of trade secrets about equipment configuration and so on. After the visit, Samsung poached the head of the production line at the big factory and built a factory with the same structure as the big factory.

It was through spending regardless of cost and poaching technology from Japan that Samsung made its breakthrough in the DRAM market. In 1992, Samsung launched the world’s first 64M DRAM and overtook Japan’s NEC to become the world’s largest DRAM maker that year.

In addition, the samsung also use politics thoroughly to Japan out of semiconductor enterprises, in 1990, samsung also facing anti-dumping litigation in the United States, but samsung chairman lee kun-hee turn the crisis into a successful turnaround, he sent a pr team to lobby the U.S. government, the reason is that if the suppression of samsung, means letting the Japanese semiconductor companies do again big, Samsung is a powerful weapon to check and balance Japanese semiconductor, as expected, the United States is very good at this, Samsung only charged 0.74% anti-dumping duty, while Japan this tax reached 100%, Samsung one hand to steal people, one hand to hold the THIGH of the United States, successfully kicked Japan out, and make themselves bigger, achievements today’s hegemony.

The LCD panel

It took Samsung 25 years of continuous losses to kick Out Japan in order to develop DRAM, and only seven years to kick out Japan in LCD panels after DRAM.

In 1969, Samsung set up a joint venture with Sanyo of Japan to produce televisions under its own brand. Then he made LCD panels with Sharp, but the partnership was not happy. Japan is fiercely protective of technology: Samsung is not allowed near the telephone room, it is forbidden to participate in technical discussions, and it even refuses to provide the internal architecture and dimensions of the factory.

Hunting core network for you to decrypt the historical reasons: Japan and South Korea electronic components of the true and false conspiracy theory!

Lee Byung-chull, the founder of Samsung, lamented, “We are trying our best to produce products with Japanese trademarks. Who knows Samsung made them? When will we emerge from the shadow of Corporate Japan? But we have to endure it even if it hurts our pride. Samsung bought a lot of high-end TVS and started taking them apart in reverse. Finally, in 1976, Samsung independently developed South Korea’s first color TVS, but the overall technological prowess still lagged behind That of Japan, a problem that was resolved when South Korea pushed Japan out of the DRAM market.

With Samsung’s success in gaining the top spot in DRAM, the Korean people’s confidence is surging, and the LCD panel industry has a chance to turn around as it faces the second recession cycle. South Korea invested heavily in liquid-crystal panel production lines that Japan’s bubble-ridden manufacturers could not match. In terms of technology, Hyundai Electronics introduced TN-LCD technology from Oprex in Japan in 1990 and produced a whole production line from Japan. Hyundai once sought help from Japanese and American companies for TFT LCD technology, but was turned down. Until 1992, Hyundai acquired some of the technology in a partnership with Alphasil, a small TfT-LCD company based in California. Samsung and LG are stealing lessons from Japan in terms of liquid crystal infusion technology, where they lack technical capabilities. In order to gain access to advanced Japanese technology, Samsung opened a research center in Japan and hired a large number of unemployed engineers. Samsung also acquired a large number of advanced technologies by exchanging patents and technology licenses with Fujitsu.

The rapid catch-up soon showed results. In 1999, Samsung ranked first in the global LCD panel market with 18.8 percent share and LG ranked second with 16.2 percent, both surpassing sharp of Japan, the former industry leader. When TFT-LCD emerged, Koreans were the main force driving industrial innovation.

The bright performance of South Korean enterprises makes the domestic youth very excited, and the Internet is full of topics that South Korea has surpassed Japan, and the humiliation of a century ago has finally been washed away by businessmen. The youth celebrated with their hands and bowed before the business leaders, taking their words and deeds as the principle of life.

After being successively seized by South Korea DRAM and screen, capacitor resistor becomes one of the few trump cards in Japan’s hand. If Japan is really played by South Korea in this industry, no wonder Japan will resolutely kill South Korea, after all, there has been a precedent.

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