The Korean-Korean conflict opened fire, causing the market to pay attention to the extent to which panels and LEDs and other related industries are affected. It is reported that after this wave of Korean factories to significantly adjust inventory and orders, currently several major Taiwanese LED epitaxial / grain factory, including Jingdian, Yuyuan, Taigu, etc., the proportion of supply to Korean customers has been lowered Many, plus now in the off-season, the industry believes that the real impact is not significant. However, in the medium and long term, the conflict between the two Koreas should allow the Korean factory to recognize the importance of widening the supply chain overseas, diversifying risks, and maintaining a moderate proportion of outsourcing orders.
On the other hand, as far as the brand market is concerned, if Japanese brand manufacturers have plans to expand their market share at this time, it is actually beneficial for Taiwanese supply chain manufacturers. (Because Japanese manufacturers have a lower ratio of key components such as panels and LEDs than Korean manufacturers, if they expand shipments, it means that they will increase their component purchases.)
In the short-term, according to the manufacturer's observation, after adjusting the inventory and orders in the previous wave of the big Korean manufacturers, the proportion of major LED epitaxial/die manufacturers to Korean customers has been greatly reduced. In addition, the current stage is in the low season of demand, and the location of the fire is not economic production. At first glance, the actual impact is not significant.
However, in the medium and long term, industry sources said that because China’s recent investment in South Korean bonds is quite high, if the conflict between North and South Korea continues, China is expected to intervene and adjust in a timely manner. If the future war continues, the Korean electronics industry is particularly developed, and the Taiwan electronics industry and the Korean electronics industry are fiercely competitive, but there are many strategic cooperation. This conflict may cause Korean customers to consider and recognize the supply. The importance of chaining overseas, diversifying risks, and maintaining a moderate proportion of outsourcing orders.
Comcn Electronics Limited , https://www.comencnspeaker.com