Sou Hu Cai Jing·2025-09-05 23:44Core Viewpoint - The South Korean government's decision to impose a temporary anti-dumping tax of 43.35% on Chinese single-mode optical fibers starting from October 19 has sparked significant controversy and may ultimately harm its own market competitiveness [1][2][3] Group 1: Impact on Chinese Fiber Optic Companies - Chinese fiber optic companies such as Hengtong, Yangtze Optical, and JinXingTong will face a 43.35% temporary anti-dumping tax for four months, which is expected to disrupt their operations in the South Korean market [1] - Chinese optical fibers hold over 55% of the global market share, while South Korean domestic production accounts for less than 30%, indicating a significant competitive advantage for Chinese firms [1] Group 2: Reactions from South Korean Operators - South Korean operators are caught between rising costs due to the tax and consumer demand, leading to potential price increases for consumers or disruptions in service [2] - The pressure from the tax is likely to be passed on to consumers, resulting in higher network expenses for the general public [2] Group 3: Global Market Dynamics - The global market has evolved beyond simple tariffs, with Chinese manufacturing capabilities now encompassing advanced technology and supply chains, making it difficult for South Korea to maintain its competitive edge through tariffs alone [3] - The rapid expansion of Chinese companies into markets like Vietnam, Thailand, and Malaysia means that they can quickly adapt and potentially undercut prices, undermining the intended protective measures [2][3]