Samsung soon close factories in Vietnam

[㋡]

https://qz.com/1667137/a-new-trade-war-is-brewing-among-us-allies-japan-and-south-korea/

I have seen this coming.  The Japanese have no desire to see Korean industries eclipsing Japanese ones and Trump´s trade war just brought that vision home more clearly.  The Viet peasants working hard to churn out those inferior Samsung smart phones (favored by third worlders) will starve soon.

[Gāokējì]

It seems like a coincidence otherwise Vietnam's rise ought to be covered by Alabamans going apeshwit over Vinplanes.

[㋡]

Vietnam needs to buy more iphones to balance trade with America. Made in India iphones.

[Selurong]

Vietnam needs to buy more iphones to balance trade with America. Made in India iphones.

Every Crisis is an Opportunity, the Cross is the Throne of Exaltation. If Samsung leaves Vietnam, Vietnamese companies should buy off Samsung's factories in Vietnam and reverse engineer their technical know-how to make Vietnamese Brand Smartphones.

Take for example Philippine Company ICTSI is planning to buy off Bankrupt Hanjin's Subic Shipyard.

https://www.ship-technology.com/news/ictsi-hanjin-shipyard/

You guys should turn this downturn into an upwind.

Sent from my CHM-U01 using Tapatalk

[CoconutXO]

Symbolic gesture to let go of the old and get in with the new! Fluorinated polymers is new age electronic. Past grievances are old, and it's time for Korea to move on ect..

Russia suggested that it may be able to supply South Korean businesses with highly pure hydrogen fluoride (etching gas), one of the items subjected to recent export controls by the Japanese government, the Hankyoreh has learned.

“Russia recently communicated to the [South Korean] government through a diplomatic channel that it may be able to supply its hydrogen fluoride to South Korean businesses,” a South Korean government official said on July 11.

“The South Korean government has also been continuing to look for ways of replacing Japanese imports since a temporary halt in hydrogen fluoride supplies in November 2018,” the official added.

The possibility of Russian hydrogen fluoride imports also came up during a roundtable discussion with major economic figures presided over on July 10 by South Korean President Moon Jae-in. During a discussion of measures to diversify importation sources, Korea International Trade Association (KITA) CEO Kim Young-ju said, “The Russian government has communicated through the South Korean Embassy in Russia that it possesses ‘superior hydrogen fluoride production technology to Japan’s’ and ‘can supply Samsung with Russian hydrogen fluoride that is purer than Japanese product.’”

Hydrogen fluoride is used in the semiconductor manufacturing process for etching (maintaining necessary circuit patterns while eliminating unnecessary portions) and the removal of impurities. The Japanese government designated hydrogen fluoride as an export control item alongside fluorine polyimides, which are used for smartphone displays, and photoresist, which is used as a sensitizer when producing semiconductor substrates. Japan accounts for 83.2% of South Korea’s photoresist imports, 84.5% of its fluorine polyimide imports, and 41.9% of its hydrogen fluoride imports.

If Russia’s proposed supplies come to pass, South Korean companies appear unlikely to suffer a major blow if Japan does restrict exportation of hydrogen fluoride.

Sudden change in material would be costly and require adjustment period

Samsung Electronics and other domestic semiconductor companies are also likely to replace Japan with Russia as their major importation source. But industry observers cautioned that a change in supplies would necessitate a reduction in semiconductor production for the time being due to the testing times needed to increase yield value (the proportion of high-quality items among all introduced, or the opposite of the “defect rate”).

“If the chemical products entering the process are changed, that will require around six months to stabilize the line,” a semiconductor expert predicted.

A South Korean government official explained, “They’re apparently very concerned about facility security, since its costs around one trillion won (US$849.6 million) to set up a single semiconductor production line.”

“My understanding is that this is why Samsung Electronics has continued to do business with the Japanese companies it has established trust with over many years,” the official added.

The response from Samsung Electronics to Russia’s hydrogen fluoride supply propose was circumspect.

“The exact details have not yet been established,” the company said. A source with the company explained, “For anything other the products we’re using now, there would need to be quality testing, and high-purity hydrogen fluoride is a sensitive material that would require over two months for testing alone.”

In terms of total cost of hydrogen fluoride imports to South Korean businesses between January and May of this year, those sourced in China accounted for the largest share at 46.3%, followed by those sourced in Japan at 43.9%, in Taiwan at 9.7%, and in India at 0.1%.

By Seong Yeon-cheol and Song Gyung-hwa, staff reporters

Please direct comments or questions to [english@hani.co.kr]

http://english.hani.co.kr/arti/english_edition/e_international/901606.html
 

[Selurong]

Symbolic gesture to let go of the old and get in with the new! Fluorinated polymers is new age electronic. Past grievances are old, and it's time for Korea to move on ect..

Yes, South Koreans should let go of animosity to Japan.

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[㋡]

Finfast (Vietnam´s new car brand did just this).  They bought out General Motors in Vietnam and absorbed both designs and human resources.  They even hired an ex GM manager as their new CEO.  I think the technology to make smartphones is pretty much open source.  The Koreans simply excel at the logistics of manufacturing not the technical aspect.  I think in 5 years, Koreans will continue to see their income go downhill from Vietnamese competition.  I must admit that the Viet peasants in Vietnam are very good at deception, like making Koreans feel special and shyt, but deep down inside their 1960s guerilla killer instinct is still burning strong.  Koreans will cry foul soon enough but they can´t do anything about it.




btw, Vietnam already has many iphone and galaxy type clone makers.
The technology involved is pretty much understood by even 50% IQ genops (genotypic optimizers).

This is the largest Vietnamese branded smart phone factory by volume

Every Crisis is an Opportunity, the Cross is the Throne of Exaltation. If Samsung leaves Vietnam, Vietnamese companies should buy off Samsung's factories in Vietnam and reverse engineer their technical know-how to make Vietnamese Brand Smartphones.

Take for example Philippine Company ICTSI is planning to buy off Bankrupt Hanjin's Subic Shipyard.

https://www.ship-technology.com/news/ictsi-hanjin-shipyard/

You guys should turn this downturn into an upwind.

Sent from my CHM-U01 using Tapatalk

[gaden]

There are other suppliers waiting to jump in if Japan cuts off supplies.  It is not like they have a monopoly of the available material. 

The only problem with switching vendors is to qualify the new material, which shouldn't be hard if you are in a bind.  Korea should have different sources in place already, so it's not much of a big deal.  It would probably mean a big loss for Japan.

[Selurong]

Finfast (Vietnam´s new car brand did just this).  They bought out General Motors in Vietnam and absorbed both designs and human resources.  They even hired an ex GM manager as their new CEO.  I think the technology to make smartphones is pretty much open source.  The Koreans simply excel at the logistics of manufacturing not the technical aspect.  I think in 5 years, Koreans will continue to see their income go downhill from Vietnamese competition.  I must admit that the Viet peasants in Vietnam are very good at deception, like making Koreans feel special and shyt, but deep down inside their 1960s guerilla killer instinct is still burning strong.  Koreans will cry foul soon enough but they can´t do anything about it.




btw, Vietnam already has many iphone and galaxy type clone makers.
The technology involved is pretty much understood by even 50% IQ genops (genotypic optimizers).

This is the largest Vietnamese branded smart phone factory by volume

Lol Good work Viets!

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[CoconutXO]

To maximize profit with vertical integration, VN will need to manufacture smart phones at the chip level, then ship them to Africa, for example, to do the assembling! Profit skyrockets when you are capable of owning every aspect of manufacturing from the top down.

Look at the German giant BASF's motto:

"At BASF, we don't make a lot of the products you buy, we make a lot of the products you buy better."

This is why raising the level of education in people is so important. You need post-grad students with research experiences and deep understanding of micro electronic. Bachelor degrees are almost useless  because it takes an average of 10,000 hours or more to master a subject! Oversea students that VN sends to the US, Japan or Germany need to return with PhD level research experiences or their knowledge are too shallow to be of much use in technical areas.

Japan has more Nobel laureates than all Asian countries combined..perfect place to study and learn from!

https://en.wikipedia.org/wiki/List_of_Asian_Nobel_laureates