Core Insights - South Korea exhibits significant import dependency in key materials for high-tech strategic industries, particularly with China [1][2] - Diversifying supply chains has become an urgent issue for South Korea due to this dependency [1] Group 1: Dependency on China in Key Materials - In the secondary battery sector, South Korea's reliance on China for key materials is stark, with natural and artificial graphite dependency rates at 97.6% and 98.8% respectively [1] - The dependency for precursor materials and nickel hydroxide in cathodes is also high, reaching 94.1% and 96.4% [1] - The import dependency for core components in the robotics industry has increased from 77.7% in 2021 to 80.3% in 2023 [1] Group 2: Rare Metals and Semiconductor Materials - Out of 31 rare metals managed by the South Korean government, 20 are reliant on imports from China as of 2024 [2] - Dependency rates for core semiconductor materials are significant, with niobium and silicon at 78% and 63% respectively, and lithium for cathodes at 65% [2] - Other critical materials such as gallium (98%), graphite (97%), indium (93%), and magnesium (84%) also show high import ratios from China [2]
韩政府:高新产业关键材料,高度依赖中国