Tense situation in the north and South Korea LED industry appears single effect"

Recent tense situation in the South and North Korea, foreign investment for self-protection, has been gradually withdraw from the South Korean stock market. In this case, the emergence of a single effect, so that Taiwan's DRAM, panel and LED industry benefit?

The Taiwan Institute of economic forecasting center director Sun Mingde pointed out that South Korea's DRAM panel, and LED production base in Seoul near the North Korean border, from very near, once the war, South Korea on the global supply chain and therefore fear interruption, manufacturers may benefit from Taiwan. Sun Mingde said: DRAM is an important production base in the world is not South Korea is us, the panel is also the main production base of mobile phones in mainland China, will not be affected. "

In addition to the electronics industry, South Korea is also one of the main competitors in Taiwan machine tools. Sun Mingde pointed out that South Korea and Taiwan machine tool manufacturing price and quality are very similar, in recent years, South Korea and Europe and the United States signed a free trade agreement (FTA), the price has more advantages than Taiwan, but if the two Korean tensions, Taiwan estimated the fastest at the end of April and early May there will be a single effect.

However, experts also pointed out that the situation in Taiwan to benefit from the relevant manufacturers, or depends on the scope of the war. If North Korea just spark a conflict accidentally or local conflicts, short-term bullish on Taiwan industry; but if the conflict to expand or lengthen the time, when the Northeast war clouds, Taiwan manufacturers will become limited benefit.