What is the evaluation of overseas media for Japan's efforts to revive the semiconductor manufacturing industry?
On June 18, 2021, the Government of Japan decided on a
Growth Strategy Execution Plan (June 18, 3rd year of Reiwa)
(PDF link) https://www.cas.go.jp/jp/seisaku/seicho/pdf/ap2021.pdf
Japan launches bid to regain its semiconductor crown | Financial Times
https://www.ft.com/content/9b656eeb-40cf-43ac-a7a5-a3726953a247
The Growth Strategy Execution Plan defines the basic policies of Japan's economic and financial management and reforms, and Chapter 6 “Securing Economic Security and Concentrated Investment” summarizes the current state of the semiconductor industry in Japan.
Looking at the graph showing trends in the semiconductor market shown in the growth strategy execution plan, the Japanese semiconductor industry occupied a 50.8% share of the world market in 1988, but its sales continued to decline, 2021. You can see that the market share dropped to 10.0% in the year.
Furthermore, in 2017, we depended on imports for 64.2% of domestic semiconductor demand, of which 26.8% was imported from Taiwan and 8.9% from China.
In the semiconductor industry,
In addition, the Financial Times said, 'Except for Kioxia, which has a large share of flash memory for mobile phones, and Sony, which boasts the top share of image sensors for cameras, only unattractive semiconductors used for limited applications in Japan. It is manufactured. '
As mentioned above, in Japan, semiconductor miniaturization has not progressed and sales have continued to decline. However, if you look at the changes in the number of semiconductor factories, you can see that although it decreased from 2009 (104) to 2019 (84), it maintains the largest number of factories in the world.
Under these circumstances, the growth strategy execution plan includes 'actively supporting the design of advanced semiconductors and the development of their manufacturing technologies with R & D funds, etc.' and 'promoting the location of advanced semiconductor production bases in Japan.' , We will build a reliable supply system ”, and while supporting the research and development of semiconductor manufacturing companies in Japan, we have indicated our intention to actively attract manufacturing bases of semiconductor manufacturing companies in other countries.
The Financial Times pointed out that the intention of the Japanese government would have a major impact on the Japanese semiconductor industry, and reported that 'Japan has begun efforts to regain the throne of semiconductors.' In addition, Financial Times said, 'Japan has the world's largest silicon wafer manufacturing companies such as Shin-Etsu Chemical and SUMCO . In Japan, chemistry that is indispensable for semiconductor manufacturing such as photoresist , fluorinated polyimide, and hydrogen fluoride. It also has a large share of the pharmaceutical market, 'he said, pointing out Japan's strong influence in the global semiconductor market.
On the other hand, the Financial Times said, 'It is a big question whether Japan's efforts actually work. It takes a lot of money and time to expand the semiconductor manufacturing plant. Also, it is necessary to create cutting-edge technology. It takes time. '' Most analysts think it's almost impossible to regain the share that Japan lost in the semiconductor market, 'arguing that it's difficult for Japan to regain its share of the semiconductor market. I will.
Finally, the Financial Times concludes, 'What has changed in Japan compared to the last few decades is that it has begun planning to increase its semiconductor manufacturing capacity.'
Related Posts:
in Hardware, Posted by log1o_hf