The Korean government said that Japan's Korean export restrictions reduced the degree of dependence on Korean enterprises on Japanese industrial raw materials. Nikkei News August 2 release article refuted this method.
According to the South Korean government, since the implementation of the restrictions since July 2019, South Korea has increased by 10 times from the photoresist imported by Belgium, and the dependence of Japan has dropped below 50%. But Nishi pointed out that the photoresist from Belgium to South Korea is provided by Japan JSR, and in the entire photoresist industry, South Korea's dependence is still more than 80%.
In addition, for the Korean government said, since ultra-thin glass is used as a substitute for the display, South Korea's dependence on Japanese fluorinated polyimide is now close to zero, and the Niki said that only Samsung foldable mobile phone uses ultra-thin glass. And it only accounts for 1% of Samsung smartphone, and Japan fluorinated polyimide is still used in other cases. In the first half of this year, South Korea increased from 15% year-on-year from Japan to $ 44.3 million.
"The Korean government claims that in 100 key industrial materials, South Korea has dropped from 31.4% to 24.9% from 31.4%, but it has never specifically described the name of these materials." Said, "however, from the long run Look, Korean companies can really decrease in Japan (product), and they may really make efforts to this past time. "
"South Korea companies have now realized the risk of supply chain and propose to Japanese customers to increase production in South Korea. For example, the hydrogen fluoride supplier Dajin Industry determines a factory in South Korea, which may lead to Japan Unemployment and industrial hollow. "
South Korea's translucent glue reduces Japan's dependence to 50%? Nikkei: More than 80%
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