Recently, the South Korean Ministry of Defense announced that part of the German system of equipment, in March 6th has arrived in the military transport base in the Ukrainian air force base. South Korea's defense ministry said it would soon after the appropriate procedures will be deployed in the base of the German state of the system.
Sade events continue to ferment: Lotte shut down the limelight Samsung /LG was pulled black
South Korea decided to deploy the missile after the SA, China from the government to the civil society, in recent days continue to issue a fierce opposition voices. South Korea, a series of moves, causing strong opposition at the national level, aroused a number of national enterprises anger, have responded. Including the guardian dragon food, OPPLE lighting, etc. national 100 enterprises have stopped cooperation with Lotte group.
By the end of March 8th 4 pm local time (3 pm Beijing time), a total of 55 Lotte Mart stores in the country to suspend business. Considering the total number of China Lotte Mart to 99 stores, are currently closed Lotte Mart stores accounted for more than half of the market Chinese. Since February 27th, the South Korean government approval and Lotte exchange, the Lotte Company's share price fell more than 9%.
At the same time, China's National Tourism Administration, 2, called around the travel agency in Beijing, asked to stop selling tourism products to South korea. Allegedly, including online products, consumers can not buy products of South korea. In the national policy and the national patriotic fervor, with the way tourism, and tourism also tuniu Kaiser stopped visiting service. According to the survey, capital economic projections, by Chinese travel to Korea to reduce the impact of South Korea in 2017 growth rate (GDP) will be down 0.3 percentage points.
As for the Korean LED industry, it will be affected by the "Sade" incident. China is South Korea's largest trading partner, bilateral trade in 2015 amounted to $275 billion 820 million, more than the sum of the total trade between the United States and South Korea, Japan and South korea. In 2016, South Korea to China for many months to maintain a trade surplus, that is to say, the export volume is greater than the amount of imports. And in this share of billions of dollars, LED products accounted for nearly 10 billion yuan, so the Korean LED industry relies heavily on exports to china.
We all know that South Korea is a small place, but few tech giants were born, such as Samsung and LG, LED, OLED IC Insights industry booming, according to the latest research report shows that by the end of December 2016, South Korea ranked the forefront of the global wafer production capacity.
The history of South Korea LED relative to Japan and Taiwan, the development of relatively late, and almost China, but at the same time, than China, progress quickly, anxious and with them too fierce nationalism, weakness of fading speed faster than the Japanese Taiwan, Professor Ye Guoguang once in "South Korea and its near total withdraw LED industry the analysis of" a South Korean LED is divided into three periods: EE two typical upstream of LED's double E SSL period, the heyday of Samsung Seoul LG with a full participation and now China rise fully withdraw period.
After 2013, the large-size backlight has 100% full penetration, the full rise of mainland China LED, South Korea began to look for the next generation of display technology, South Korea LED comprehensive retreat. While South Korea's small and medium-sized LED companies seeking to chip and beads cost-effective, to stop manufacturing LED, a large number of LED manufacturers purchase LED China to keep their market, even SSL three manufacturers because of cost pressures start looking for OEM instead of its own production LED. Ye Guoguang believes that these South Korean companies will eventually like the European and American companies will be the same as their LED department to sell, and buyers are estimated that our Chinese manufacturers.
At the same time, South Korea's LED manufacturing in addition to Samsung and LG, Seoul, almost raw materials are Chinese manufacturing, now South Korea may have another so that they can not get rid of the "Chinese", the rise of LED, let the Korean retreat, especially LED lighting has begun to spread and when the backlight market saturation, almost just stick to the original backlight market. As long as the price of the mainland LED industry chain has been improved, just like the Domino effect, epitaxy, chip, packaging to the finished product, almost all the pieces of South Korea, mainland manufacturers step by step to erode the market.
With the further escalation of Sade in Han "event, relations between China and Korea are increasingly nervous, affected more than Le Tian, South Korean enterprises in China business has become dangerous, which will include Samsung, LG, Seoul, LED semiconductor enterprises. As we all know, Samsung, LG and other South Korean manufacturers, the industry in China are quite rich, with the deterioration of Sino ROK relations, and these manufacturers in the coming days, may not be too good.
Samsung Group's total operating income of $174 billion in 2016, accounting for more than 20% of South Korea's GDP, is the pillar of the Korean economy. If Samsung accident, the Korean economy will shake three shake. In South Korea within the scope of the market value of Listed Companies in the top ten, ranked first in the market than the Yujiu Samsung Electronics Company and higher market value. It is reported that in the international market, Samsung Electronics production LCDTV, LEDTV and semiconductor products sales topped the list.
With the implementation of de Sade, people are starting to turn their attention from Lotte to all Korean companies, which makes SamSung China particularly dangerous in 2017. At present, the impact on Samsung is still relatively small, but can not guarantee that the masses will not turn the anger of all Korean enterprises, Samsung can only be flexible.
In addition, the Sade contradictions will further affect the cooperation between China and South korea. LED industry as China and South Korea enterprises penetrate each other deeper industry, will also be deep in the "De De" vortex, while the Korean LED industry in trade and cooperation