South Korean media: China has surpassed South Korea in the fields of robotics, autonomous driving, and semiconductors!
On January 30, South Korean media "Newdaily" published an article stating that analysis shows not only in the fields of robotics, autonomous driving electric vehicles, but also the competitiveness of the semiconductor industry, which supports South Korea's economy, has been surpassed by China.
According to the data from the Korea Institute for Industrial Economy and Trade titled "Made in China 2025: Comparative Competitiveness between China and South Korea in Major Industries", in most areas of the three major industries - automotive (including electric vehicles, batteries, and autonomous vehicles), robotics, and semiconductors - China's competitiveness has surpassed that of South Korea.
This research institute released detailed comparative results on the entire value chain of the three key industries, as well as technology, price, and quality competitiveness. These three industries are the ones that China focuses on in its mid-to-long-term industrial policy "Made in China 2025" announced in 2015.
The analysis found that the overall competitiveness of China's semiconductor industry is on par with that of South Korea. In eight evaluation categories of the semiconductor industry value chain, China surpassed South Korea in four aspects: chip R&D, finished product production, product services, and domestic demand. By comparison, South Korea has an advantage over China in the supply chain (including the supply of raw materials, components, and equipment) and overseas demand.
Specifically, in the various subfields of the semiconductor industry, including technology, price, and infrastructure, China was considered to have an advantage in 19 categories (63.3%) out of 30 assessment categories. This is because, except for memory manufacturing and foundry technology, China has a decisive competitiveness in cost-effectiveness and infrastructure.
In the semiconductor design field, including AI chips, China was considered to be superior to South Korea in terms of technology, price, and infrastructure.
After assessment, China's overall competitiveness in the fields of robotics, electric vehicles, batteries, and autonomous vehicles has surpassed that of South Korea. From R&D to procurement supply chain, production and service, to market demand, China has achieved significant competitive advantages in every link. The scoring range is from 1 to 7 points, and scores above the median of 4 points are considered "Chinese advantages," while scores below 4 points are considered "South Korean advantages." The assessment results show that China has surpassed South Korea in autonomous vehicles (5.3 points), robotics (5.0 points), electric vehicles (5.0 points), and batteries (4.8 points).
The Korea Institute for Industrial Economy and Trade stated: "South Korea and China are competing in the technical aspects of the robotics industry, but China has an advantage in infrastructure and price, and leads far ahead in the field of autonomous driving."
Original: toutiao.com/article/1855703290063884/
Statement: This article represents the views of the author alone.