Semiconductor material and parts business [연합뉴스]
It is analyzed that the pace of improvement has slowed compared to the improvement of the manufacturing industry this month, mainly in semiconductors, shipbuilding, and steel. In the next month, industries such as textiles, automobiles, and home appliances will show an upward trend, but the improvement is not expected to improve significantly.
As a result of surveying the Expert Survey Index (PSI) of 171 experts by major domestic industry on the 10th to 18th, the Industry Research Institute reported on the 27th that the manufacturing industry PSI in December was counted as 120 and fell from the previous month (133).
Based on the PSI, based on 100 (no change from the previous month), the closer to 200, the higher (improved) opinions compared to the previous month, and the closer to 0, the more decreased (deteriorated) opinions.
This month’s domestic demand (112) and exports (117) exceeded 100, indicating that the positive evaluation still dominates. However, compared to the previous month, it was found to have declined in 9 and 8 months, respectively. While production (104) fell in four months, investment (101) surpassed 100 for the first time since January (102) this year. The profitability (95) fell below 100 again.
It is still above 100 in all three manufacturing sectors, but it turned downward from the previous month. Amid a relatively large drop in the material sector (120), the equipment sector (119) also fell by double digits, and the ICT sector (121) also fell again.
By detailed industry, the semiconductor industry surpassed 100 in six months, while the textile industry fell below 100 in three months. Compared to the previous month, most of the industries, except for the increase in the semiconductor, shipbuilding, and steel industries, turned downward. In particular, the textile industry showed its lowest level since May.
Next month’s industry PSI (117) still exceeded 100, showing that positive expectations were dominant. On the other hand, compared to the previous month, it turned downward after three months. It is predicted that domestic demand (102) will fall considerably from the previous month, and exports (109) will also decline for the second consecutive month. Production (107) is also expected to decline further from the previous month. The investment amount (110) is expected to exceed 100.
Industry outlook PSI also exceeded 100 in all sectors, but excluding the ICT sector, turned down from the previous month. In the ICT sector (118), expectations for improvement increased as it rose from the previous month (109), while the equipment sector (122) turned to a decline in three months. The materials division (107) also showed a double-digit decline, showing the lowest level since the forecast in June.
Industry outlook for next month by detailed industry PSI for the semiconductor industry surpassed 100 for the first time since the July forecast, while the textile industry fell below 100 again in eight months. Compared to the previous month, the semiconductor, shipbuilding, and machinery sectors maintained a further uptrend, while the display and automobile sectors fell further from the previous month. Consumer electronics, chemicals, steel, textiles, etc. have turned down
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