Why Samsung fab at Xi'an, hynix fab at Wuxi, TSMC fab at Nanjing are BAD for china

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Nutrient

Junior Member
Registered Member
Korean Display, cellphone plants are closing and moving out of China.

Korean Display (I think you mean Samsung Display) is probably leaving because a Chinese company (BOE Technology) has already grabbed a large chunk of the market for AMOLED displays.
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of the leading-edge screens. According to a
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, "China-based BOE Technology is likely to begin posing a threat to the leadership enjoyed by Samsung Display for the production of flexible AMOLED panels by the end of 2019, buoyed by its improving yield rates and continued capacity ramps".
 
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tidalwave

Senior Member
Registered Member
Quit with the personal attacks. The forum is for discussion, not childish name calling.

What you are claiming is in violation of laws and trade agreements, if it is true, then report it to the government with a straight face.

You have yet to address Japan & Korea’s dependency on Chinese material tech & machinery.

China(TW) is not even worth mentioning since it has insane brain, migrant and money drain into mainland China, maybe more than any other province ironically.
Now thats pretty much your own opinion,
I don't know anything about Japanese and Korean depend on Chinese material and machinery. I think it's the other way around. Do you have any reference to support your claim?

Also I don't do any name calling. Not my style.
 

tidalwave

Senior Member
Registered Member
Korean Display (I think you mean Samsung Display) is probably leaving because a Chinese company (BOE Technology) has already grabbed a large chunk of the market for AMOLED displays.
Please, Log in or Register to view URLs content!
of the leading-edge screens. According to a
Please, Log in or Register to view URLs content!
, "China-based BOE Technology is likely to begin posing a threat to the leadership enjoyed by Samsung Display for the production of flexible AMOLED panels by the end of 2019, buoyed by its improving yield rates and continued capacity ramps".

That's right, Korean would leave if that certain Chinese sector becomes too competitive. It doesn't want compete with near peers. They would leave that China market.
The reason Korean still expanding fabs in China is because China still weak at memory sector and engaging in all kinds of monopolistic and anticompetitive behavior. Price fixing, collusion, only use koreans in important positions in fabs in China.
 

Phead128

Captain
Staff member
Moderator - World Affairs
Japan used to be the King of Semiconductors, until the Koreans and Taiwanese lured ex-engineers from Japan with HUGE payday packages to come and work in Korea and Taiwan.

China had adopted the same strategy as Korea and Taiwan, by luring ex-engineers from Japan, Korea, and Taiwan with HUGE payday packages (5X more) to come and work in China.

Korea cannot do anything about this, and China will become a direct competitor to Korea/Taiwan/Japan using the same strategy that fueled Korea/Taiwan's success.
 

Xizor

Captain
Registered Member
Yeah.NO.

A skilled workforce is the hardest resource for any country to cultivate. Chinese talent isn't gonna rush to settle in Korea and Japan in huge numbers as both of these economies are saturated and is going through bleak economic futures. China still has 25 to 35 years of economic vibrancy that'd see companies stay there or new ones spring up. I'd see these establishments by foreign companies as a blessing for china. As the workforce matures and gets big enough, they'll move out to create their own startups or join other companies. Korea wouldn't be able to do much.
 
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