Following the old U.S., China's chip industry is difficult, Japan never thought that the end is actually their own enterprises suffered!
Recently, the Tokyo Chamber of Commerce and Industry Survey Organization released survey data: as of the first half of the year, Japan's small and medium-sized enterprises about 4,042 bankruptcy and closure! Thirty percent more than the same period last year, a record high.
Just 2 months ago, Japan's Ministry of Economy, Trade and Industry had defied many objections, officially announced the implementation of export controls on our chip industry, 23 chip semiconductor equipment was sent to the embargo list, the scope of the restrictions than the United States core is also an exaggeration, it can be said that in order to ingratiate themselves with the old U.S., do everything.
In this regard, the Nikkei Shimbun directly pointed out the key, "to give up the Chinese market is to disregard the death of enterprises."
1, the downside of provocation! Japan's exports shrink more than 76 billion
For a long time, the global market has been in a balanced development, the United States and Europe to master the key equipment and technology, Japan and South Korea to contribute to the supporting facilities, China's exports of raw materials for the chip, and at the same time to provide a broad market, digesting the production capacity, and each other to take what they need.
In the past two years, the old U.S. but in order to curb China's technological rise, the strong relocation of foundries, interference in the Chinese side of the enterprise, pulling Japan and South Korea to join its camp. In order to show loyalty to the old U.S., Japan formally announced 23 categories of chip equipment export controls to China, will be implemented on July 23rd.
This move was intended to jam the development of China's high-tech industry, did not expect the first to pay the price, but the Japanese companies.
It is important to know that China is Japan's largest semiconductor equipment export market, Japanese companies produce chip products, 40% of the flow into China, China's annual contribution to this 11.8 billion U.S. dollars in revenue.
In addition, Japan is considered the pillar of the manufacturing industry, the automotive industry is also very dependent on the Chinese market, after entering China, Japanese car sales in China climbed year after year, accounting for a time as high as 37.3%.
Backed by China's huge auto market, Japan finally beat Germany, sitting on the throne of the world's first car exporting country; in addition, Japanese electronic products, home appliances, biotechnology Sailorui, etc., all by the Chinese market, to take off.
Since again and again dinner smashed pot, we naturally will not be in the soft hand.
May 2023, China has canceled nearly 76 billion Japanese foreign trade imports, Japan's Panasonic, Sony and other companies are also under heavy pressure, lost to China.
2, demographic issues will drag Japanese companies to the abyss
In addition, a Japanese scholar called for the "painful loss of overseas markets, the labor force plummeted, the Japanese companies are literally on the back of the enemy"!
According to a report by the Tokyo Chamber of Commerce and Industry Survey Organization, "no one to work", is becoming another major reason for Japanese companies to fall into the abyss of bankruptcy. In addition to successive setbacks in overseas markets, Japan's aging population, is further dragging down Japanese companies.
Japanese companies frequently encountered high salaries but "can not recruit" the plight of the current, because they can not complete normal production on the verge of closure of the enterprise year after year climbed. The Japanese 4,000 companies in the wave of bankruptcy, about 426 due to "manpower shortage" directly affect the production, to the bankruptcy, accounting for more than 10%.
What's more, some scholars have even said that "the population problem has shaken Japan's national foundation".
According to the Ministry of Internal Affairs and Communications, in order to alleviate the shortage of working population, Japan is encouraging the elderly to participate in social work. 2022, 65-69 year-olds return to the labor market as high as 50.3%.
In addition, in order to alleviate the aging crisis, labor problems, Japan's Ministry of Health, Labor and Welfare every year to spend nearly 100 billion, invested in related research to stop the decline. Industrial results "Sailorui" on the Ginza Mitsukoshi department store, Isetan shopping malls, although repeatedly on the hot list, but the total population of only 126 million people in Japan, the market is small, can not cover the cost of research and development in the early stage.
It is understood that in the Yale, the University of Tokyo research, the technology targets cellular energy supply, inflammatory environment and other pathways, is considered to resist the ravages of time on the body, expanding 3 into the health period.
At that time, China's aging population has exceeded 200 million, to enhance the quality of survival of the elderly demand is more and more exuberant, in the authoritative institutions endorsement, China's impact on the East International and other channel giants to introduce it into the Chinese market. SALERA has taken root in China, and its revenue has climbed 90% for four consecutive quarters, even hitting an overnight record of 10 million, once again letting the world see the strong power of the Chinese market.
Even the Japanese media had to admit that Japanese companies would lose 1.3 trillion a month if they were to break away from China.
3. Decoupling is tantamount to digging one's own grave! More terrible still behind
As a lonely island in the sea, Japan's economic development has always been "two out": raw materials, resources rely on imports, processing out of electronics, home appliances, biomedical products and highly dependent on overseas markets.
Since the meal smashed pot, with 23 chip industry bill openly challenge our bottom line, we naturally will not continue to spoil.
At present, China's Nanda photoelectric in the field of photoresist through technological breakthroughs, directly took over the Japanese enterprises nearly 8.7 billion domestic orders, the north of Huachuang in the field of physical vapor deposition equipment (PVD) has made progress in the field of micro-semiconductor is now completed 5nm etching machine mass production ... ... Japanese companies proud of the technology is being replaced by domestic technology.
In addition, Japan has to face a series of problems such as the dollar interest rate hike, rising prices, the population continues to decline, corporate bankruptcy. In this regard, the central media has long issued a warning that the delusion of decoupling from free trade can only end up digging its own grave!