Chinese semiconductor industry

[broadsword]

For shipbuilding, Korean is still strong in sales and technoogy; this year they regain no 1 position.

Per latest report:

Chinese Shipbuilders Overtake South Korean Shipbuilders in April​

in

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13/05/2021

Clarkson Research reported on May 11 that 98 ships that add up to 3.05 million CGT were ordered worldwide last month and Chinese, South Korean and Finnish shipbuilders won 53 (1.64 million CGT), 34 (1.19 million CGT) and two (80,000 CGT), respectively.
Last month, Chinese shipbuilders raised their market share to 54 percent whereas South Korean shipbuilders’ fell to 39 percent. The latter topped the market from November last year to March this year but the former overtook them in five months. In March this year, 55 percent and 42 percent of the new orders went to South Korean and Chinese shipbuilders, respectively.
The cumulative orders for the first four months of this year are 15.43 million CGT, up 172 percent from a year ago. The volume, which is almost 300 percent of that recorded in the trough of 2016, is implying another super-cycle in the industry.
The worldwide order backlog was 76.95 million CGT at the end of April, which increased for the third consecutive month. It includes 38 percent of Chinese, 32 percent of South Korean and 11 percent of Japanese shipbuilders.
Source: BusinessKorea

 

[ansy1968]

How come US from 10nm, especially IBM who has no experience in 7nm/5nm/3nm can jump into 2nm beating TSMC and Samsung?

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@antonius123 bro that is where TSMC come in, they had finished the design of both the 3nm and 2nm nodes with a road map production in 2025 (3nm late 2023) and if we connect the dot coinciding with the completion and operation of the Arizona FABS?

 

[antonius123]

@antonius123 bro that is where TSMC come in, they had finished the design of both the 3nm and 2nm nodes with a road map production in 2025 (3nm late 2023) and if we connect the dot coinciding with the completion and operation of the Arizona FABS?

It is no wonder for TSMC or Samsung to come up with 3nm and 2nm, but IBM ..? they jump.

 

[antonius123]

Per latest report:

Yes for the overall ship category produced.

But for the catagory of "lpg carrier", South Korean is still leading by far. This is because Korean edge in the ship technology.

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Again, Korea boasts technological expertise in high value-added ships. In 2020, Korean shipbuilders won orders for 36 large-sized LNG carriers or 70 percent of 49 orders across the world and 35 VLCCs, or a whopping 85 percent, of 41 global orders. It comes as little surprise that shipowners who want these high value-added vessels turn to Korean shipyards.

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[Tam]

Yes for the overall ship category produced.

But for the catagory of "lpg carrier", South Korean is still leading by far. This is because Korean edge in the ship technology.

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Again, Korea boasts technological expertise in high value-added ships. In 2020, Korean shipbuilders won orders for 36 large-sized LNG carriers or 70 percent of 49 orders across the world and 35 VLCCs, or a whopping 85 percent, of 41 global orders. It comes as little surprise that shipowners who want these high value-added vessels turn to Korean shipyards.

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It isn't as edge as more like established reputation. The rest of the orders went to China. After that, no other country got one including Japan.

Another example. All modern membrane type LNG carriers relies on the storage patents by GTT, which is a French company, replacing the Mossberg type that is based on a Swedish design. China is the only one that has come up with a new IP for LNG storage.

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The company has representation offices in Houston and Singapore, but its home company is in Shanghai. The ships are built in different shipyards in China.

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[Tam]

Corning opens a new plant in Wuhan. This will be Corning's sixth plant in China.

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Corning's official statement.

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[ansy1968]

It is no wonder for TSMC or Samsung to come up with 3nm and 2nm, but IBM ..? they jump.

@antonius123 bro I think they had design one but mass producing it may require TSMC and Samsung expertise.

 

[broadsword]

Yes for the overall ship category produced.

But for the catagory of "lpg carrier", South Korean is still leading by far. This is because Korean edge in the ship technology.

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Again, Korea boasts technological expertise in high value-added ships. In 2020, Korean shipbuilders won orders for 36 large-sized LNG carriers or 70 percent of 49 orders across the world and 35 VLCCs, or a whopping 85 percent, of 41 global orders. It comes as little surprise that shipowners who want these high value-added vessels turn to Korean shipyards.

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Shipbuilding is not just about LNG carriers. Nevertheless, we should be thankful that China is making progress with her own LNG containment technology as shown by @Tam

 

[antonius123]

It isn't as edge as more like established reputation. The rest of the orders went to China. After that, no other country got one including Japan.

Another example. All modern membrane type LNG carriers relies on the storage patents by GTT, which is a French company, replacing the Mossberg type that is based on a Swedish design. China is the only one that has come up with a new IP for LNG storage.

Please, Log in or Register to view URLs content!

The company has representation offices in Houston and Singapore, but its home company is in Shanghai. The ships are built in different shipyards in China.

Please, Log in or Register to view URLs content!

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The reason why Korean LPG carrier sell like hot cake surpassing China is not because of the price as it is the most premium ship product, but because of "technological edge" that korean shipbuilder can offer.

China can excel in one or two patent technology for LPG carrier application, but it doesnt mean they are already on par with SK; if we see holistically SK could master much more patent on that area.

 

[antonius123]

Shipbuilding is not just about LNG carriers. Nevertheless, we should be thankful that China is making progress with her own LNG containment technology as shown by @Tam

Of course the shipbuilding is not only about LNG carriers, but the LNG carriers is the most premium and cutting edge commercial ship product, only several country can produce it. The excellence in LNG carrier will signify the mastery/leadership of commercial shipbuilding technology.