韩国经济副总理兼企划财政部长官具润哲指出，韩国当前面临"来自中国的竞争压力"。为此，他将亲自 督导AI、碳化硅电力半导体、石墨烯、LNG船液货舱技术等核心项目的推进情况，并从明年起每月走 访企业现场听取意见。 对比来看，中国在价格竞争力、生产能力、政府支援方面占据优势；美国则在品牌、专业人才、核心技 术方面占据优势。与中国相比，目前韩国仅在品牌竞争力方面领先，而品牌竞争力或在5年后被赶超。 与美国相比，预计韩美两国差距将在除生产力以外的所有领域进一步拉大。 具体到产业来看，中国在钢铁（112.7）、普通机械（108.5）、二次电池（108.4）、显示器（106.4）、 汽车及零部件（102.4）五大主力行业的竞争力已全面领先；在半导体（99.3）、电气电子（99.0）、造 船（96.7）、石化（96.5）和生物健康（89.2）等领域，中国的发展速度也在加快。 在此背景下，报道称，《2026年经济增长战略》将着力提升半导体、军工、文化（游戏、美妆、食 品）、石化等国家战略产业的竞争力，并基于韩美关税谈判最新成果，推动韩国在造船等领域巩固其全 球价值链枢纽地位。同时，韩国政府还将全面推进"AI大转型"和"超创新型 ...

韩国经济人协会17日发布报告称，韩国十大出口产业中有一半在企业竞争力方面被中国赶超，预计5年 后十大产业竞争力或全面落后于中国。 近期，面向从事十大出口产业的销售额千强企业（应答企业数200家），韩国经济人协会进行了"关于中 韩美日四国竞争力现状和展望"调查。结果显示，被问及当前最大的竞争对手时，62.5%回答是"中国"， 其后是美国（22.5%）和日本（9.5%）。将时点设为2030年时，回答"中国"的占比提升6个百分点至 68.5%，回答"美国"（22%）和"日本"（5%）的占比有所下降。这意味着多数韩企认为中韩出口竞争将 愈演愈烈。 该协会将韩企竞争力标准设为100，受访企业认为中美日的竞争力水平分别为102.2、107.2和93.5。到 2030年时，竞争力水平为中国112.3、美国112.9、日本95。也就是说，韩企认为本土企业竞争力全面落 后于中美两国。 按照分业考察竞争力，中国企业在钢铁（112.7）、通用机械（108.5）、二次电池（108.4）、显示器 （106.4）、汽车和零部件（102.4）五个领域领先于韩企，而在半导体（99.3）、电子和电机（99）、 船舶（96.7）、石油化学和石油 ...

Core Insights - TrendForce projects that global OLED monitor shipments will reach approximately 644,000 units in Q3 2025, representing a 12% quarter-over-quarter increase and a remarkable 65% year-over-year growth [2] - The total annual shipment for OLED monitors in 2025 is expected to hit 2.62 million units, with an anticipated annual growth rate of 84% [2] - ASUS has overtaken Samsung to become the top shipper of OLED monitors, achieving a market share of 21.9% [4][3] Company Summaries ASUS - ASUS has achieved a market share of 21.9%, marking its first time as the leading shipper of OLED monitors in a single quarter [4] - The company offers a comprehensive product line, including the popular ROG gaming monitors and the ProArt professional OLED series, catering to various consumer needs [4] - ASUS is expected to maintain its position as the top OLED monitor shipper for the entire year of 2025 [4] Samsung - Samsung holds the second position in the global OLED monitor market with an 18% market share [5] - The company has maintained stable shipment performance from Q1 to Q3 2025, focusing on existing flagship products and ramping up new model production in the latter half of the year [5] MSI - MSI has climbed from fifth place in 2024 to third place in the first three quarters of 2025 in OLED monitor shipments, indicating effective market strategies [7] - The company offers over 20 mid-to-high-end models, focusing on UHD high-resolution designs to meet the demands of next-generation graphics cards and gaming [7] LG Electronics (LGE) - LG Electronics achieved a market share of 12.9% in Q3, ranking fourth in OLED monitor shipments [8] - The company faced challenges in Q2 due to production relocation but has since improved its ranking by launching new products [8] - LG is expected to benefit from new product releases and strong promotions for 45-inch models, potentially moving up to third place in Q4 [8]

此外，受访的韩国企业也普遍认为美国和中国企业具有更强的竞争力水平。假设韩企竞争力标准为 100，受访企业认为美中日的竞争力水平分别为107.2、102.2和93.5。到2030年时，竞争力水平高到低同 样依次为美国（112.9）、中国（112.3）和日本（95）。也就是说，韩企认为本土企业竞争力已落后于 中美两国，而中国企业竞争力未来五年将达到接近美国的水平。 分行业看，受访韩国企业认为中国企业在钢铁（112.7）、通用机械（108.5）、蓄电池（108.4）、显示 器（106.4）、汽车和零部件（102.4）五个领域领先于韩企，而在半导体（99.3）、电子和电机 （99）、船舶（96.7）、石油化学和石油产品（96.5）、生物健康（89.2）领域仍落后于韩企。但据业 界预测，韩国十大出口产业竞争力将在未来五年内全部被赶超。 图为韩国和中国企业的2025年 据韩联社11月17日报道，韩国经济人协会17日发布的一份报告显示，韩国十大出口产业中有一半已在企 业竞争力方面被中国赶超，预计五年后十大产业竞争力或将全线失守。 报道介绍，韩国经济人协会近期对从事十大出口产业的200家企业进行了"关于韩美中日的竞争力现状和 ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询调查显示，2026年全球市场仍面临不确定性，通胀持续干扰消费市场表 现，更关键的是，存储器步入强劲上行周期，导致整机成本上扬，并将迫使终端定价上调，进而 冲击消费市场。 低端智能手机首当其冲 从个别产品来看，2025年智能手机存储器价格上扬主要由DRAM带动。2025年第四季 DRAM合 约价格对比去年同期上扬逾75%，以存储器占整机BOM cost约10~15%估算，2025年该成本已 被垫高8~10%。 TrendForce集邦 . 基于此，TrendForce集邦咨询下修2026年全球智能手机及笔电的生产出货预测，从原先的年增 0.1%及1.7%，分别调降至年减2%及2.4%。此外，若存储器供需失衡加剧，或终端售价上调幅 度超出预期，生产出货预测仍有进一步下修风险 ...

DRAM涨势强劲，低端智能手机首当其冲 从个别产品来看，2025年智能手机存储器价格上扬主要由DRAM带动。2025年第四季 DRAM合约价格对比去年同期上扬 逾75%，以存储器占整机BOM cost约10~15%估算，2025年该成本已被垫高8~10%。 随着DRAM及NAND Flash合约价格仍持续攀升，预估明年整机BOM cost将在今年的基础上再提升约5~7%，甚至可能更 高。对于原本就利润偏薄的低端机种而言，品牌端势必调降该产品占比，同时针对全系列产品分层上调终端售价以维系 正常营运。 由于存储器供应紧张状况延续，规模较小的智能手机品牌资源取得难度加大，不排除该市场将进入新一轮洗牌，大者恒 大的趋势将更为明确。 供给收缩推升存储器大涨，2026年笔电市场恐迎来成本与需求双重压力 2026年笔电市场同样将面临明显压力，以今年存储器上涨前的成本结构为基准观察，DRAM及NAND Flash合计占笔电整 机BOM cost的比重约10~18%，在如此大幅且连续数季的上涨下，预估存储器占整机BOM cost的比重将进一步扩大至20% 以上。 若品牌选择将成本转嫁，预估2026年笔电终端售价将普遍上调5~1 ...

Core Insights - The global market in 2026 is expected to face uncertainty due to persistent inflation affecting consumer behavior, alongside a strong upward cycle in memory prices, leading to increased costs for end products and potential price hikes that could impact the consumer market [2][3]. Smartphone Market - TrendForce has revised down its production shipment forecasts for global smartphones in 2026 from a growth of 0.1% to a decline of 2% due to rising costs driven by DRAM price increases, which surged over 75% year-on-year in Q4 2025, raising the BOM cost by 8-10% [3][4]. - The ongoing tight supply of memory components is expected to lead to a market reshuffle, favoring larger smartphone brands as smaller brands struggle to secure resources [3]. Laptop Market - The laptop market is projected to face dual pressures of rising costs and declining demand in 2026, with memory components (DRAM and NAND Flash) expected to account for over 20% of the BOM cost, up from 10-18% [4][5]. - If brands pass on the increased costs, laptop prices may rise by 5-15%, which could lead to delayed upgrades or a shift to the second-hand market, particularly in the low-end segment [5]. - The mid-range market may also see a slowdown in upgrade momentum as both corporate and household users extend the lifecycle of their devices [5]. BOM Cost Analysis - The BOM cost increase for high-end, mid-range, and low-end laptops is estimated at 12%, 12%, and 10% respectively from Q1 2025 to Q3 2026, with DRAM and SSD components making up 23%, 21%, and 20% of the BOM cost in Q3 2026 [6]. Display Market - The display market, while less directly impacted by memory price increases due to smaller memory capacities, may still face challenges if overall PC retail prices rise significantly, potentially leading to a decline in display shipments from a slight increase of 0.1% to a decrease of 0.4% [5].

Group 1 - The core point of the article highlights the significant price reductions for monitors during this year's Double Eleven shopping festival, making it an ideal time for consumers to purchase [1][30] - The article emphasizes the importance of understanding personal needs before selecting a monitor, as the market has diversified with various technologies such as miniled, OLED, and LED [2][4] - It discusses the differences between various panel types, including IPS, VA, and TN, and their respective advantages and disadvantages [6][7] Group 2 - The article categorizes monitor needs into three types: gaming-focused, a balance of gaming and daily use, and purely for daily use, providing tailored recommendations for each category [7][8] - Specific monitor recommendations are provided, including models from brands like 雷神, LG, HKC, and 海信, with details on their specifications and pricing during the Double Eleven event [10][12][15][22] - The article notes that the current decline in monitor prices is influenced by a sluggish PC market and excess inventory from manufacturers, leading to competitive pricing [30]

Core Insights - The report from Runto Technology indicates that in Q3 2025, the sales volume of gaming monitors in China's online retail market reached 1.72 million units, representing a year-on-year growth of 9.5%, while sales revenue amounted to 1.9 billion yuan, up 2.6% from the previous year [1] - The average price of gaming monitors decreased to 1,085 yuan, a reduction of 73 yuan compared to the same period last year [1] - The growth rate of gaming monitor sales is expected to slow down starting Q3 2024, with the penetration rate stabilizing [1] Market Dynamics - In the first half of 2025, government subsidy policies significantly boosted market consumption, leading to a sales growth rate of 40% for gaming monitors [1] - However, by Q3 2025, the impact of these subsidies diminished due to a reduction in the scope of subsidies and increased eligibility requirements, contributing less than 10% to sales growth [1] Product Performance - The gaming monitor market is transitioning from being driven by policy to relying on endogenous growth, primarily fueled by upgrades in product performance [1] - In Q3 2025, 180Hz monitors held a 23% market share, but this was a decrease of 24 percentage points compared to 2024. Conversely, the penetration rate of 240Hz models rose to 18%, and 300Hz products increased to 6% from nearly 0% last year [1][4] Brand Analysis - The top three brands in the gaming monitor online market accounted for 44% of total sales, an increase of 11 percentage points year-on-year, with AOC leading at nearly 20% market share and a sales growth of nearly 60% [7] - HKC and KTC ranked second and third, respectively, with differentiated product offerings of 240Hz and 260Hz [7] - Xiaomi and ROG also showed significant growth, with Xiaomi achieving a 71% increase in sales due to its dual strategy of focusing on both office and entry-level gaming products [7] - ROG, a high-end gaming brand under ASUS, experienced a 24% growth in Q3, supported by new products featuring 600+Hz refresh rates and a dual-mode design [7] Competitive Landscape - Other brands like KTC, SANC, and Titan Legion experienced growth rates of 20%-60% in the first half of the year but faced varying declines in Q3 due to high base effects from the previous year and limited quotas this year [9]

Core Insights - A recent survey indicates that only 32.4% of South Korean companies believe their technological competitiveness surpasses that of Chinese companies, a significant decline from 89.6% in 2010 [1][2] - Over half of the surveyed South Korean firms feel that their technological capabilities have been matched or surpassed by Chinese firms over the past 15 years [1] - The perception of manufacturing speed has also shifted, with 42.4% of respondents believing that Chinese companies are faster, compared to 35.4% who think South Korean companies are faster [1] Industry Analysis - The survey conducted by the Korea Chamber of Commerce and Industry involved 370 domestic manufacturing companies [1] - 45.4% of the companies believe the technological gap between them and Chinese firms is minimal, while 22.2% acknowledge that Chinese companies are leading [1] - Seven out of ten surveyed companies anticipate that the rapid growth of Chinese industries will lead to a decline in South Korea's global market share and sales over the next three years [1] Price Competitiveness - A strong price competitiveness of Chinese products is highlighted, with 84.6% of South Korean companies stating that domestic products are more expensive than Chinese ones [2] - More than half (53%) of the respondents believe that Chinese products are at least 30% cheaper [2] - Specific industries such as semiconductors, batteries, steel, textiles, and apparel show significant price differences, with Chinese semiconductors priced at approximately 65% of South Korean prices and batteries at 73% [2]