Chinese display batteries have already overtaken South Korea's...semiconductors are also on the rise - South Korean reports

Many are saying that China has already surpassed South Korea in the fields of batteries and displays. It seems that China is also on the verge of overtaking South Korea in the "last bastion" of semiconductors.
According to the industry, China's cutting-edge strategic industry, which is a key player in the industry, is in dire straits.
At the end of last year, NVIDIA Corporation (NVIDIA Technologies) developed the latest DRAM product, DDR5, and began mass production.
XMT has succeeded in mass-producing cutting-edge DRAM used in AI servers and other devices. CXMT is said to have mass-produced DDR5 using 16-nanometer (nm, 1 nm = 1 billionth of a meter) technology.
It is still unclear what the yield of DDR5 will be, but the fact that CXMT has succeeded in independently developing DDR5 four years after Korea launched it is sending shock waves through the industry.
It took China six years to catch up with DDR4, but the pace of its pursuit is accelerating. China is currently in the process of suspending the sale of ASML, an advanced semiconductor manufacturing equipment manufacturer, due to US sanctions.
It is not possible to use extreme ultraviolet (EUV) exposure equipment, which means DDR5 was created using older deep ultraviolet (DUV) exposure equipment.
CXMT's share of the DTAM market is growing rapidly, and according to TrendForce, it is expected to reach 4% by 2022.
CXMT's market share, which was only around 50% in the first quarter of last year, rose to 6% in the third quarter of last year. It is expected to rise to 10.1% in the third quarter of this year and to 12% by the end of this year.
The background to the move is the aggressive expansion of production capacity backed by the Chinese government's comprehensive subsidy support and domestic demand in China. "Korea is being forced into the most intense competition in the 50-year history of semiconductors," he said.
(Korean Semiconductor Industry Association Executive Director Ahn Ki-hyun) The Chinese battery industry has already surpassed Korea.
CATL (Contemporary Amperex Technology Co., Ltd.) continues to expand its market share. According to SNE Research, CATL and BYD's global electric vehicle battery market share (including China) last year was
) accounts for 55.1%, already more than half of the global market. The biggest reason why global automakers continue to use Chinese-made batteries is price. Chinese battery manufacturers are
It has been a long time since Korea was overtaken by China in the display industry. Three years ago, Chinese companies such as BOE and China Star took control of the liquid crystal display (LCD) market, and Korea
Samsung Electronics has given up on LCDs. China is also making large-scale investments in the organic light-emitting diode (OLED) market, where Samsung Electronics maintains a technological advantage, and is rapidly catching up.