China, the United States and South Korea compete for chips, Japan is the biggest winner?

Recently, the semiconductor Manufacturing Equipment Association of Japan (SEAJ) released a market forecast report on semiconductor and flat panel Display (FPD) manufacturing equipment.

This report shows that in 2021, sales of Japan’s semiconductor manufacturing equipment will increase by 22.5% year-on-year, reaching about 171.5 billion yuan, and will continue to grow in the next three years.

And LCD manufacturing equipment, in the next three years, will also maintain growth, although the growth rate is not as good as semiconductor equipment, but the victory is stable, and will reach about 30 billion yuan in 2023.

China, the United States and South Korea compete for chips, Japan is the biggest winner?

In fact, the rapid growth of Japan’s semiconductor equipment and screen equipment is really thanks to the China-South Korea screen competition and the China-US-Korea chip competition. It is because of these competitions that these devices in Japan have developed rapidly.

Speaking of the screen competition first, everyone knows that in the past 10 years, Chinese and South Korean companies have actually competed in the LCD/OLED field. In the LCD era, South Korea has always been the leader.

Later, Chinese manufacturers continued to work hard and finally became the first in the LCD field, but at this time South Korea entered the OLED field and firmly grasped the market.

China, the United States and South Korea compete for chips, Japan is the biggest winner?

But whether it is LCD or OLED, Japan has always been in a dominant position in the field of manufacturing equipment. The most familiar OLED evaporation machine is only the best produced in Japan. Therefore, China and South Korea launched a screen competition, and Japan made money on these devices.

Let’s talk about the chip competition between China, the United States and South Korea. In recent years, China, South Korea, and the United States have all made efforts in chip manufacturing, and chip manufacturing requires a large amount of semiconductor equipment and semiconductor materials.

In addition to monopolizing a large number of semiconductor materials, Japanese manufacturers also have a large market share in the field of semiconductor equipment. Taking the data of 2020 as an example, Japan has 4 of the Top 10 semiconductor equipment.

China, the United States and South Korea compete for chips, Japan is the biggest winner?

At the same time that there is a shortage of cores and the global expansion of production capacity, the demand for these semiconductor equipment has greatly increased, and the price has also risen sharply, which has led to the rise of revenue and profit of Japanese semiconductor equipment manufacturers. 5%, 171.5 billion yuan scale forecast.

Since Japanese semiconductors surpassed the U.S. to become the world’s number one in the 1980s, and the U.S. abolished martial arts, many people believe that Japan has fallen into failure in the semiconductor field, but in fact, Japan is going upstream in the semiconductor industry, in semiconductor equipment. , In terms of materials, dominate the world.

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