TSMC(US:TSM) Sou Hu Cai Jing·2025-06-26 03:06Group 1 - Japan's per capita GDP was higher than South Korea and Taiwan in 2021, but was surpassed by South Korea in 2022 and is projected to be surpassed by Taiwan in 2024 [1][3][7] - The per capita GDP figures for 2021 were Japan at $40,160, South Korea at $37,520, and Taiwan at $33,240 [1] - In 2022, South Korea's per capita GDP was $34,820, Japan's was $34,080, and Taiwan's was $32,910 [3] Group 2 - By 2023, South Korea's per capita GDP increased to $35,560, while Japan's decreased to $33,850 and Taiwan's to $32,340 [5] - In 2024, South Korea's per capita GDP is projected to be $36,130, Taiwan's $33,440, and Japan's $32,500 [7] - Japan's decline is attributed to its failure to capitalize on advanced industries, particularly in the semiconductor sector, unlike South Korea and Taiwan [9] Group 3 - South Korea benefited from the rising demand for memory semiconductors, while Taiwan gained from semiconductor manufacturing and the recent AI wave [9] - Japan's automotive industry faces challenges from Chinese brands, particularly in Southeast Asia, where Japanese cars previously dominated [10][11] - In Thailand, Japanese cars held nearly 90% market share in 2021, but by 2024, Chinese electric vehicles have captured 8.8% of the market [10][11] Group 4 - In 2024, China's per capita GDP is projected at $13,690, which is 40.3% of Japan's projected $33,960 [11] - The depreciation of the Chinese yuan in 2022 and 2023 may lead to an increase in China's per capita GDP in USD terms [12] - There is confidence that China's per capita GDP will reach or exceed Japan's by 2035, although long-term demographic challenges may pose risks [12]