Orders fell 8% Japanese semiconductor companies towards China

Grid storage system deployed in the United States this year is expected to reach 712 mw of installed capacity, is almost twice the 376 mw in 2018. This will help us beyond the South Korea and South Korea this year storage capacity deployment could sharply dropped to below 600 mw.

earlier this month, Japan imposed export control of South Korea. You know, last year Japan equipment accounted for 32% of South Korea's use of imported equipment, and the display industry accounted for 83%, OLED industries such as even for Japanese dependence of 100%.

no matter what South Korea, Japan is not to cancel the measure, helpless, including samsung, LG, etc. , South Korea's big companies began to China for help.

according to the nikkei report, is seen as a global leading indicator of Japanese electronics parts orders to present to slow down, in the second quarter of 6 big Japanese electronic components factory orders to big reduced about 8% from a year earlier. This is the third consecutive quarter of contraction, and expand about 7% pay cut from the previous quarter, and three years ( 4-2016 Since the June quarter, about 9% reduction) Maximum damping.

the CPC annotation: Japan six electronic components factory, respectively, were made by murata, TDK, kyocera, Japan's electricity production, Alps Alpine and nitto electrician.

6 big Japanese electronics parts factory orders fell just the epitome of the status quo of electronic enterprises, Japan has a lot of electronics companies get into trouble. In order to solve this dilemma, Japanese electronics companies started to learn Korean, turned to the Chinese market.

according to the media reported recently, Japan's air conditioning industry giant & ndash; — Japan daikin industries ( DAIKIN) Going to semiconductors and battery materials field of fluorine polymer with a large investment, plan before the 2022 fiscal year, 2 factories in China from 400 to 50 billion yen ( 25 ~ 31. 600 million yuan) Production of fluorine polymer and new research and development base.

reported that south Korean imports of semiconductor, daikin, could potentially affect business. According to three PuKe zai, daikin chemical business secretary & other; The recovery of global semiconductor market already later than expected, because of this event, is likely to delay further & throughout; 。 That is why the company will increase investment in China.

lianhe zaobao reported that the Japanese companies plans to fiscal 2019 equipment investment increased by 30%, to 48 billion yen. Among them, for the Chinese investment accounted for 96%, to 46 billion yen ( RMB 2. 9 billion) 。

Japanese companies are increasing investment in China, on the one hand, want to change the current orders decline, on the other hand, the current U. S. companies in China for the supply of large, Japanese companies to seize the opportunity, just increase the intensity of semiconductor exports to China.

data show that global semiconductor sales last year was 468. 8 billion dollars, the value of China's imports of semiconductor is $312 billion, and accounted for 66. 667%. But China's own production of about 7 in the global semiconductor. 9%, that means 26%, nearly $120 billion of market depend on import.

and, China is trying to improve their ability of semiconductor production, Japanese companies investing in China at this time, also have the opportunity to join China's semiconductor factory in the upgrade plan, benefit.

in addition, 20 days before of export control of South Korea and Japan fell 14 exports to south Korean semiconductor. 5%. Unable to semiconductor exports to South Korea, China as the largest importer of semiconductor and Japanese companies take a fancy to it is not surprising.