Prime Minister Shinzo Abe apologeticly welcomed the MoonJae-in leadership
at the G20 Osaka Summit.
It was a handshake for 8 seconds and there was no standing talk.
The Japanese government announced on July 1
that Korea's export screening for semiconductor materials
will be exempted from the 4th .
As a result, for each item of fluorinated polyimide used for organic EL ,
resist (photosensitive material) used for semiconductor manufacture,
and etching gas (hydrogen fluoride) ,
permission and examination for each export will be required.
So far, if companies have obtained comprehensive permits,
multiple projects can be smoothly exported together,
but from now on export licenses will be required for each contract .
Also, by revising the ordinance of the Ministry of Government this summer,
Korea will be excluded
from the designation of the security-friendly " White Country ."
If White's designation is lost,
it will also be necessary to obtain individual permits
when exporting from Japan
advanced technologies and electronic components
that may be diverted from military use.
Although Japan is not totally embarrassed ,
it usually takes 90 days to apply for a license and to examine it.
Korean economic emergency
There was tension in Korea against this Japanese measure.
The Korean government held an informal economic issues meeting sponsored
by Deputy Prime Minister and Minister of Economy and Finance ,
Hong Namgi , on the morning of January 1st ,
and concerned ministers attended to discuss measures,
and The Countermeasures Meeting is held with industry officials sponsored
by the Deputy Secretary of the Ministry of Industry, Trade and Resources.
At a meeting on the 1st , the Industry, Trade and Resources Minister
成允模（SongYunmo、손・윤모）is against the problem
that the Korean High Court (supervisory court)
ordered Japanese companies to redress in a lawsuit
From Korean Peninsula Application Worker .
Expressed regret over " economic retaliation ",
"We will take necessary actions in accordance
with international law and domestic law, including the WTO case. "
Said.
On the same day,In addition,
趙世暎（ChoSeyon,조・세영）, Deputy Foreign Minister,
invited the ambassador of Yasumasa Nagamine to convey his regret .The 康京和（KangKyung-wha、강경화）, is
"If Japan's retaliatory measures come out, we can not shut up "
I just mentioned that the other day.
If mutual economic retaliation is realized in Japan and Korea,
it will be inevitable that both companies will suffer serious damage.
A major blow to major industries in Korea
In fact, how will it affect the Korean economy?
Fluorinated polyimide is a material used for organic EL displays,
and is indispensable for the manufacture of TVs and smartphones.
The resist is a photosensitive solution
that is essential for transferring a circuit photograph
to the substrate during semiconductor manufacturing,
and the etching gas
(hydrogen fluoride) is a gas used to treat the substrate surface.
Japan accounts for 70 % to 90 % of the total production
of these materials worldwide,
and it is difficult for Korean semiconductor
and display companies competing
in the global market to secure core materials .
In response to this situation,
Korean companies were in a state of emergency .
Business people involved
"We will respond in the near term
by securing inventory quantities and diversifying supply locations,
but it is inevitable that they will be affected in the medium to long term."
And commented.
According to the Nihon Keizai News paper, a related party at SK Hynix,
a Korean semiconductor giant,
said that the stock quantity of materials is about one to two months,
and if additional procurement can not be done,
there will be a shutdown of the plant after three months .
It is said that you are getting.
Since export restrictions on these products have been discussed in Japan
for a long time,
top Korean companies should have prepared for such a situation.
However, even if it is temporary, if this regulation is prolonged,
the influence should be gradually infiltrated.
Korean companies are
"There is more sanctions than Huawei sanctions"
"We have been shocked to say ten times that of the Huawei sanctions ."
And a sense of crisis.
South Korea's economy is now growing somehow in semiconductors,
maintaining exports and corporate profits.
If it has a major impact on the key industries,
the negative impact on the Korean economy
as a whole may become serious .
On the contrary,
what kind of influence is expected to the Japanese side?
In response to such government measures, the Nihon Keizai News paper
"You may be perceived as arbitrarily operating your commerce rules."
"There is a possibility that the tension between Japan and Korea may increase."
"Can lead the movement of" de-Japan "in the medium to long term"
And also reported concerns.
In addition,
it is inevitable that the immediate problems
will be harm to companies producing Korean products as customers
and companies importing semiconductors from Korea.
For example, falling production of Apple 's iPhone using Korean semiconductors will
affect Japanese companies supplying components to Apple.
It is not only Korean companies that are closely watching
the progress of the situation.
Has Japan acted against free trade?
The Ministry of Economy, Trade and Industry
"We will operate a strict system for export to Korea
from the viewpoint of appropriately implementing export control based
on the foreign exchange law. "
"The export control system is built on the basis of international trust ,
but it can not be concluded that the trust
between Japan and Korea has been seriously impaired. "
" Inappropriate cases may have occurred
for export control related to Korea. "
It is not directly related to retaliation for applicants
From Korean Peninsula Application Worker .
here,
"Inappropriate case over export control"
There is no explanation about the situation,
but in view of the recent excessive attitude of North Korea to integrate
into North Korea, illegal import of North Korean coal through Russia,
ship-to-ship cargo transfer, etc.
It would indicate that a deal has been made.
This measure does not impose a disadvantage
such as increased tariffs only on Korea,
and it can be said that it just " stops preferential treatment "
over the international situation and Korea's response recently,
even if Korea sues WTO ,
Japan I think that Japan can explain the position of
Also, in relation to Japan, we have taken
action to shake the foundation of postwar Japan-Korea relations,
and take action to deny Japan-Korea security cooperation in the case
of radar irradiation. The relationship has dropped significantly .
Therefore, Japan's claim is reasonable.
Of course, Korea would not admit such a position in Japan.
First of all,
Under President MoonJae-in, who insisted that they are all right ,
it is imperative that Japan be strongly opposed
as a trade restriction measure in Japan, a
nd that the deterioration of political relations is an economic relationship,
the people The possibility of spreading to the relationship of
Korean people are
"Prewar Japan ruled Korea with military power.
Will it hurt Korea with economic power after the war? "
As it may be anti-day.
Why was this measure necessary?
The purpose of this measure is
to let South Korea know the pain of worsening Japan-Korea relations .
Actions that shake the relationship of trust between Japan and Korea,
such as Korea 's recent history problems and radar radiation problems ,
have already come to a point where they can not be overlooked as Japan .
Until now,
if there is a conflict over history and other issues
between Japan and Korea,
the Japanese side has made a lot of concessions
in an effort to reduce Korea ’s national sentiment
and return Japan-Korea relations back on track.
The background is that Japan-Korea relations are so important,
and it is not desirable to confront each other forever.
Also, since Japan annexed Korea until several decades ago,
many people thought that it was necessary to consider Korea.
Even if Japan handed over,
managing Korean-Japanese relations greatly improved
the perception of Koreans in general among Japan.
On the other hand, Korea
"If it comes out strongly, Japan will come to a compromise."
He have become embarrassed to
No, to put it more precisely,
Korea thinks that it is "As a matter of course natural "
rather than "Japan has made a concession"
because it thinks " we are correct ".
Now, the Japanese sentiment toward Korea is at its worst ,
and there are very few Japanese who "should give way to Korea."
From now on, it will be unrealistic, and Japan will have to make it strong.
However,
having suddenly brought out the "prickly drug"
of export control of semiconductor materials has the feeling
that it has entered into the overall confrontation mode from the beginning.
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http://www.ekn.kr/news/article.html?no=398456
https://news.v.daum.net/v/20181106030037589
http://www.koreaherald.com/view.php?ud=20181114000854
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Do not move, government intervention,
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power off of server,
Koria have a proven track record.
Yuzuru Sato
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