<Anchor>

After Japan's export regulations, we are looking at what parts of the industry we should check yesterday (3 days), but today is a smartphone. It is a feature of a smart phone to insert high-tech parts in a tight space. Japanese materials and parts are mixed in many places.

I heard the story of business associates.

<Reporter>

MLCC is a 'multilayer ceramic capacitor' that stores electricity and supplies as much electricity as necessary for parts such as semiconductors.

It is called 'rice in the electronics industry' because it is an essential part that can not be small.

The number of smart phones is only about 1,000, and Japanese companies such as Japan's Murata Manufacturing Co., which is the world's largest, have a global market share of close to 60%.

That's why our smartphone industry is nervous.

[Person in charge of terminal parts maker: I am preparing. I have 90 days to prepare for the MLCC. I was once in a position to give you something to worry about.]

The image sensor used in the smartphone camera occupies about half of the market share in Japan, and the special resin, which is the raw material of the lens, relies heavily on Japanese products.

[Lens maker: (We also) follow, but it seems that the difference is about 6 months compared to the best companies in Japan (technology).]

In the short term, the industry believes that it is possible to secure inventories and diversify supply sources.

Samsung Electro-Mechanics (MLCC) and image sensor (SLC) can be secured through Samsung Electronics and China.

However, it is unclear whether we will be able to procure hundreds of parts in the smartphone.

[Kim Ji-sung / Kiw Securities Research Center Researcher: Smartphone is made up of hundreds of parts together. .]

If the semiconductor problem persists in the long term, it is expected that the price of parts will increase, which will increase the burden on the smartphone industry where price competitiveness is important.

(Image editing: Joon Hee Kim, VJ: Han Seungmin)