A technical expert warned that if the trade dispute between South Korea and Japan is pushed to extremes, Seoul may limit the export of OLED screens to Japanese companies, typically Sony.
In such a situation, according to Park Jea-gun, president of the Korea Semiconductor and Screen Technology Association, Sony will no longer be able to sell high-end TVs due to a shortage due to Korea JoongAng Daily. supply of screen background panels.
"Semiconductor products sold to Sony and Sharp may be stopped. This will always create problems for them in the production of electronic products and smartphones. "He added.
Park's comments came at a time when Seoul warned that it was considering "countermeasures" corresponding to Tokyo when restricting the export of three important chemicals to the production of phone screens. Mobile and semiconductor of Korea.
Each year Korea exports to Japan a number of electrical and electronic components, including OLED screen panels, worth about $ 3.72 billion. Their other export products to neighboring countries include industrial machinery, boilers, organic chemicals, optical and medical equipment.
Meanwhile, on Friday, Japanese electronics firms declined to comment on the effects of export restrictions from South Korea.
"We do not confirm the names of the suppliers or places where we order the components we need, so we cannot comment on these export regulations.. "A Sony official said."All I can say is that we are closely monitoring this situation. "
Panasonic spokesman said: "All we can say now is that we are still closely watching the situation. "
Martin Schulz, chief economist at Fujitsu Research Institute in Tokyo, said Japanese companies are vulnerable to any export restrictions on South Korea's screen panels and memory chips.
"Korea does not monopolize these items, but replacing them quickly is difficult. "He said, and added that Japanese companies in recent years have stopped producing these items.
Meanwhile, Park is most concerned about Japan's limited export of contrast material, which is used in the production of memory chips and high-end products such as application processors in smartphones. According to the Korea International Trade Association, about 92% of Korea's demand for this chemical comes from Japan.
The three Japanese companies supply these contrast materials to high-end products and "Without them, there is no possible alternative"Mr. Park said.