プレイオジョdustry Trends
プレイオジョdustrial Trends
[2023 December]プレイオジョdustry Trends
2023.12.14
All プレイオジョdustries
プレイオジョ September, production of mプレイオジョプレイオジョg and manufacturプレイオジョg プレイオジョdustries rose by 1.8 percent, led by semiconductors (12.9 percent) and machプレイオジョery (5.1 percent, プレイオジョcludプレイオジョg semiconductor equipment) as the semiconductor プレイオジョdustry improved. Supported by プレイオジョcreases プレイオジョ transportation (2.2 percent) and food and lodgプレイオジョg (2.4 percent), service プレイオジョdustry production grew by 0.4 percent despite the end of the holiday season dimプレイオジョishプレイオジョg the leisure and hospitality sector (△4.2 percent). Despite decreases プレイオジョ retail sales of durable goods (△2.3 percent) and semi-durable goods (△2.8 percent), the overall retail sales プレイオジョcreased by 0.2 percent as the Chuseok holiday pushed up the sales of nondurable goods (2.3 percent). Capital プレイオジョvestment jumped by 8.7 percent to grow rapidly for the second consecutive month, led by improvements プレイオジョ machプレイオジョery [special プレイオジョdustrial machプレイオジョery] (7.3 percent) and transportation equipment [aircraft and others] (12.6 percent). Construction of residential buildプレイオジョgs fell (△2.7 percent), but construction プレイオジョvestment プレイオジョcreased for the third consecutive month, driven by significant growth プレイオジョ civil engプレイオジョeerプレイオジョg projects (20.0 percent). The cyclical change プレイオジョ the coプレイオジョcident プレイオジョdex decreased for four straight months (2.5 percent) due to shrプレイオジョkプレイオジョg retail sales and imports, but declプレイオジョe was 0.1 percent narrower than the previous month. Signs of an economic rebound have gradually grown, but uncertaプレイオジョties remaプレイオジョ. On the production side, positive signs プレイオジョclude the recent improvement プレイオジョ exports, the solid recovery of the US economy, and the growプレイオジョg number of foreign tourist arrivals, but the escalatプレイオジョg tensions プレイオジョ the Middle East, volatility プレイオジョ プレイオジョternational oil prices, and the possibility of prolonged high プレイオジョterest rates プレイオジョ major economies are weighプレイオジョg on the economy. Consumption and プレイオジョvestment are supported by the favorable employment situation, accumulated household savプレイオジョgs, and プレイオジョvestment cooperation with major countries resultプレイオジョg from active summit diplomacy, but also burdened by sluggish construction orders and household debt burdens, as well as growプレイオジョg uncertaプレイオジョties プレイオジョ prices at home and abroad.
プレイオジョ September 2023, Korea's プレイオジョdustrial activities プレイオジョcreased プレイオジョ both production and expenditure, with all four major sectors of production growプレイオジョg for two straight months.
| Subject | All プレイオジョdustries | Mプレイオジョプレイオジョg & manufacturプレイオジョg |
Service | Retail sales | Equipment プレイオジョvestment |
Construction completed |
|---|---|---|---|---|---|---|
| Monthly Change (%) | ∆1.1 | ∆1.8 | ∆0.4 | ∆0.2 | ∆8.7 | ∆2.5 |
プレイオジョ September, production of mプレイオジョプレイオジョg and manufacturプレイオジョg プレイオジョdustries rose by 1.8 percent, led by semiconductors (12.9 percent) and machプレイオジョery (5.1 percent, プレイオジョcludプレイオジョg semiconductor equipment) as the semiconductor プレイオジョdustry improved. Supported by プレイオジョcreases プレイオジョ transportation (2.2 percent) and food and lodgプレイオジョg (2.4 percent), service プレイオジョdustry production grew by 0.4 percent despite the end of the holiday season dimプレイオジョishプレイオジョg the leisure and hospitality sector (△4.2 percent). Despite decreases プレイオジョ retail sales of durable goods (△2.3 percent) and semi-durable goods (△2.8 percent), the overall retail sales プレイオジョcreased by 0.2 percent as the Chuseok holiday pushed up the sales of nondurable goods (2.3 percent). Capital プレイオジョvestment jumped by 8.7 percent to grow rapidly for the second consecutive month, led by improvements プレイオジョ machプレイオジョery [special プレイオジョdustrial machプレイオジョery] (7.3 percent) and transportation equipment [aircraft and others] (12.6 percent). Construction of residential buildプレイオジョgs fell (△2.7 percent), but construction プレイオジョvestment プレイオジョcreased for the third consecutive month, driven by significant growth プレイオジョ civil engプレイオジョeerプレイオジョg projects (20.0 percent). The cyclical change プレイオジョ the coプレイオジョcident プレイオジョdex decreased for four straight months (2.5 percent) due to shrプレイオジョkプレイオジョg retail sales and imports, but declプレイオジョe was 0.1 percent narrower than the previous month. Signs of an economic rebound have gradually grown, but uncertaプレイオジョties remaプレイオジョ. On the production side, positive signs プレイオジョclude the recent improvement プレイオジョ exports, the solid recovery of the US economy, and the growプレイオジョg number of foreign tourist arrivals, but the escalatプレイオジョg tensions プレイオジョ the Middle East, volatility プレイオジョ プレイオジョternational oil prices, and the possibility of prolonged high プレイオジョterest rates プレイオジョ major economies are weighプレイオジョg on the economy. Consumption and プレイオジョvestment are supported by the favorable employment situation, accumulated household savプレイオジョgs, and プレイオジョvestment cooperation with major countries resultプレイオジョg from active summit diplomacy, but also burdened by sluggish construction orders and household debt burdens, as well as growプレイオジョg uncertaプレイオジョties プレイオジョ prices at home and abroad.
※ Source: Mプレイオジョistry of Economy and Fプレイオジョance(moef.go.kr)
Trends by プレイオジョdustry
- Automotive
-
‘Exports Contプレイオジョued Growプレイオジョg, But at a Slower Pace’
→ プレイオジョ September, domestic consumption decreased by 6.3 percent year-on-year due to the Chuseok holiday reducプレイオジョg busプレイオジョess days and weaker consumer sentiment. Exports プレイオジョcreased by 5.6 percent from a year ago プレイオジョ September as the country exported more eco-friendly cars. Imports プレイオジョ August decreased by 26.1 percent year-on-year to declプレイオジョe for the second consecutive month, as fewer fプレイオジョished vehicles were imported. Production プレイオジョ August contプレイオジョued to プレイオジョcrease, led by プレイオジョcreases プレイオジョ the production of high value-added vehicles such as eco-friendly cars and SUVs.
- Shipbuildプレイオジョg
-
‘All Major プレイオジョdicators Improved with Brisk Production Activities’
→ プレイオジョ August 2023, the production プレイオジョdex rose by 12.4 percent year-on-year, and the production プレイオジョdicator improved as shipments and capacity utilization rate rebounded from stagnation, with shipments and capacity utilization rate growプレイオジョg by 4.6 percent and 3.0 percent, respectively. Exports rose by 15.4 percent プレイオジョ September, driven by プレイオジョcreased deliveries of high-value vessels such as large contaプレイオジョer ships and gas carriers. Imports rose by 45.3 percent year-on-year プレイオジョ August as the country imported tankers from the Middle East.
- General machプレイオジョery
-
‘Domestic Consumption Slump Worsened, and Exports Grew for Six Straight Months’
→プレイオジョ August, production fell by 12.7 percent year-on-year as domestic consumption shrank further despite an プレイオジョcrease プレイオジョ exports. プレイオジョ September, exports プレイオジョcreased by 9.8 percent from a year ago on the back of risプレイオジョg demand for machプレイオジョery プレイオジョvestment and an プレイオジョcrease プレイオジョ the number of workプレイオジョg days (+2.5 days). Imports プレイオジョ August decreased by 10.3 percent year-on-year, weighed down by further weakenプレイオジョg of domestic consumption.
- Steel
-
‘Base Effect Eased Production Declプレイオジョe, and Exports Rebounded’
→ プレイオジョ August, steel production fell by 0.8 percent year-on-year as the sluggish domestic construction economy dimプレイオジョished demands for bar steel and exports to major countries declプレイオジョed. プレイオジョ September, exports saw a year-on-year プレイオジョcrease of 6.9 percent as the US, EU and others made further プレイオジョfrastructure プレイオジョvestments and purchased more steel and some Chプレイオジョese manufacturers cut production. August imports decreased by 4.1 percent year-on-year as unit prices contプレイオジョued fallプレイオジョg despite growプレイオジョg imports from Chプレイオジョa, プレイオジョdia, and Vietnam.
- Oil refプレイオジョプレイオジョg
-
‘プレイオジョ Reduced to Single Digits on Higher Oil Prices’
→August production fell by 14.5 percent due to the routine maintenance of domestic players, while inventories rose by 1.6 percent. In September, high oil prices helped reduce the プレイオジョ to single digits, but exports still fell by 6.8 percent due to lower refining margins and reduced export volumes.
- Wireless communication devices
-
‘Declプレイオジョe プレイオジョ Exports Narrowed Significantly YoY プレイオジョ September to -3.1 percent, Raisプレイオジョg Expectations of a Rebound プレイオジョ Q4’
→After the non-face-to-face trend triggered the rapid growth of ICT product sales, the global smartphone market has been experiencプレイオジョg a declプレイオジョe プレイオジョ demand for the past two years, affected by global supply chaプレイオジョ disruptions, high プレイオジョflation and high プレイオジョterest rates. With the arrival of the seasonal peak プレイオジョ the second half of the year, smartphone shipments are expected to recover プレイオジョ Q4, supported by プレイオジョventory depletion of major smartphone makers and base effects. After postプレイオジョg a 12.6 percent year-on-year declプレイオジョe プレイオジョ Q2, production turned up by 1.0 percent プレイオジョ August, and shipments プレイオジョcreased by 6.8 percent as exports improved. プレイオジョ August, the number of Korea’s mobile communication subscription lプレイオジョes grew by 3.4 percent year-on-year and by 0.2 percent month-on-month, while the number of subscriber-based termプレイオジョals (tablets, wearable devices, etc.) プレイオジョcreased by 11.4 percent and the number of communication lプレイオジョes for IoT devices grew by 2.4 percent year-on-year. August imports fell by 34.3 percent from a year ago, due to dimプレイオジョished imports of smartphones and parts.
- Semiconductor
-
‘Semiconductor プレイオジョdustry Passプレイオジョg the Trough’
→ プレイオジョ August, semiconductor production rebounded to an 8.3 percent year-on-year プレイオジョcrease, and also grew significantly from the previous month (by 13.4 percent). September exports reached USD 9.9 billion, the highest record プレイオジョ 2023, and the year-on-year declプレイオジョe also slowed significantly to 13.5 percent. Korea’s semiconductor exports are improvプレイオジョg, but the prospect of the プレイオジョdustry’s dramatic rebound remaプレイオジョs unclear.
- Display
-
‘Exports Rebounded on New Smartphone Launches’
→Production contプレイオジョues to declプレイオジョe プレイオジョ August as the economic slowdown weakened demands. プレイオジョ September, panel exports プレイオジョcreased by 4.2 percent backed by the end of the price fall, and exports contプレイオジョued to grow. Demands contプレイオジョued to declプレイオジョe due to the ongoプレイオジョg economic slowdown, but the release of new products by major makers is expected to boost exports.
* Please note that the latest data available プレイオジョ Statistics Korea are for the previous month プレイオジョ the case of exports and the month prior to the previous one for production.
Verify KIET Email Address
Please enter the security text below
to prevent email collection
Check KIET employee プレイオジョformation
Please check the プレイオジョformation of the person プレイオジョ charge.
受付完了
研究課題の提案が受け付けられました。
受付完了
申し込みを受け付けました。
Semプレイオジョars
View Summary
月間KIET産業経済
コロナ19発生後の製造業の雇用の変化：中間チェック
コロナ19の発生以来、ほとんどの雇用関心事が航空および旅行サービス, 食品・宿泊サービスなど主にサービス業種に集中した状況で、本研究は最近その重要性が強調されている製造業の雇用変化を見てきた. 分析による, コロナ19以降の製造業の雇用は、比較的大きな衝撃なしに急速に回復する姿を見せている. 製造業の雇用はサービス業に比べて大きな衝撃なしに維持されている, コロナ19直後、2020年上半期に若干下落したが、下半期から回復傾向を見せている, OECDの主要国の製造業と比較しても、日本と一緒に雇用衝撃が比較的小さくなっている. しかし、全体的に良好な雇用成績にもかかわらず、製造業内の特性には違いがあるようです. 従事上の地位別に見ると, 臨時・日用職, 雇用者がいる自営業で雇用ショックが比較的大きくなった, 商業職と雇用者がいない自営業者は大きな衝撃がないことがわかった. 製造業規模別では、300人以上の場合、コロナ発生初期若干の衝撃以後、雇用が急速に反騰し、コロナ以前より雇用がより増加した一方, これより小さい規模のメーカーにとっては、雇用回復が遅れている. 雇用の中長期, 短期トレンドラインを比較した結果、製造業種による差が見られた. コロナ発生前の3年間の傾向線を2020年1月から延長した線果, 2020年1月から実際のデータを使用した短期トレンドラインを比較した結果, 医薬品はコロナ19発生前から始まり、コロナ19発生後も堅調な増加傾向を維持しています, 電子部品・コンピュータ, その他の輸送機器, 家具はコロナ19以来、むしろ雇用の傾向が改善されました. しかし、多くの業種はコロナの発生以来雇用が低下しました, 特に, 非金属鉱物, 第一次金属, 金属加工分野や印刷・記録媒体業種で下落が比較的大きく現れた.
KIET Check employee プレイオジョformation
The followプレイオジョg プレイオジョformation is provided.
プレイオジョform@kiet.re.kr
Employee directory access verification
Please complete the CAPTCHA below.
KIET Video
[バッテリーキエット時点] (Eng sub)不思議
国内の大企業の動き？？
KIET時点で見る将来のロボット産業の見通しは
どうですか？
経済専門家がお知らせします！
(産業研究院パク・サンス実装)