한국과 일본 반도체 산업의 대중국 수출경쟁력 분석

Abstract

This research takes the fourth industrial revolution and the high-profile semiconductor industry in the 5G era as the research object, which analyzes the export competitiveness of South Korea and Japan in the Chinese market through three trade indexes (MS, EBI and IE), and derives China's corresponding solutions based on the analysis results. From the analysis results of market share index (MS), although the market share of five categories in both countries is larger than that of each other, the competitiveness of South Korea is stronger than that of Japan from the numerical point of view. South Korea is more competitive with a relatively high market share in the following three categories: machines and accessories for the manufacture of flat panel displays (848630), memories (854232), other devices, appliances and instruments (901380), while that of Japan is relatively high in the following two categories: machines and accessories for the manufacture of flat panel displays (848630), and other devices, appliances and instruments (901380). According to the analysis results of the export bias index (EBI), among the 10 research objects, there are 6 in South Korea and 5 in Japan with the research year above 1. There are 4 in both South Korea and Japan with the research year below 1, and all the research years of Japan in the category of storage units (847170) are lower than 1. On the whole, therefore, the concentration degree of South Korea to China market is higher than that of Japan to China market. As to the analysis results of export dependence index (IE), among the 10 research objects, there are 5 categories in South Korea and Japan with the research year above 1; there are 3 categories in South Korea and 2 categories in Japan with some research years below 1; and there are 2 categories in South Korea and 3 categories in Japan with all the research years below 1. But from the numerical point of view, the export dependence of South Korea and China is higher than that of Japan and China. The categories of South Korea's high dependence on Chinese market are Machines and apparatus for the manufacture of flat panel displays (848630), Memories (854232), Other devices, appliances and instruments (901380). The categories that Japan highly depends on China's market are Machines and apparatus for the manufacture of flat panel displays (848630). Based on the analysis results, we can draw two conclusions as follows. Firstly, the government needs to adjust the domestic semiconductor industry structure, and increase the policy and capital investment in semiconductor manufacturing machinery and storage semiconductor. Secondly, the relatively large-scale domestic semiconductor enterprises should make full use of the preferential policies and funds given by the state to make unremitting technological development. At the same time, the government and enterprises should also study the successful experience of South Korea and Japan, and strive to develop the domestic semiconductor industry through the mode of "government + production + learning".