{"id":101024,"date":"2026-06-01T20:40:21","date_gmt":"2026-06-01T18:40:21","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=101024"},"modified":"2026-06-01T20:40:53","modified_gmt":"2026-06-01T18:40:53","slug":"japon-taiwan-corea-del-sur-euforia-ia-oculta-el-choque-chino","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/06\/01\/japon-taiwan-corea-del-sur-euforia-ia-oculta-el-choque-chino\/","title":{"rendered":"Jap\u00f3n, Taiw\u00e1n y Corea del Sur: la euforia de la IA oculta el choque chino"},"content":{"rendered":"\n<p>Alemania no es el \u00fanico gran pa\u00eds industrial que sufre <a href=\"https:\/\/legrandcontinent.eu\/es\/2026\/05\/12\/hacia-un-nuevo-choque-chino\/\">una mayor competencia por parte de China<\/a>, debido a la mejora de la calidad de sus productos y al desarrollo de sus exportaciones en sectores de mayor valor a\u00f1adido, como la automoci\u00f3n, la industria qu\u00edmica o la maquinaria-herramienta.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Jap\u00f3n y Corea del Sur, en particular, comparten una gran similitud con China en cuanto a estructura industrial y exportaciones.<\/li>\n\n\n\n<li>Estos dos pa\u00edses, al igual que Taiw\u00e1n, han desarrollado fuertes interdependencias comerciales con Pek\u00edn y se han beneficiado durante mucho tiempo de su crecimiento, suministr\u00e1ndole insumos \u2014especialmente los de alta tecnolog\u00eda\u2014 y equipos de producci\u00f3n y herramientas.&nbsp;<\/li>\n\n\n\n<li>Sin embargo, su super\u00e1vit comercial con China se ha reducido progresivamente a lo largo de la \u00faltima d\u00e9cada, a medida que Pek\u00edn ha ido subiendo de categor\u00eda y desarrollando su autosuficiencia.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/5OxUt\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Esto tiene consecuencias para sus industrias.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En el sector del autom\u00f3vil, el mercado interior chino se ha decantado por los fabricantes nacionales, lo que ha provocado un descenso en las ventas de los fabricantes extranjeros.<\/li>\n\n\n\n<li>En 2025, Hyundai s\u00f3lo vendi\u00f3 128.000 veh\u00edculos en China, frente a los 502.000 de 2020.\u00a0<\/li>\n\n\n\n<li>Toyota destaca porque, hasta ahora, ha logrado mantener sus ventas (1,8 millones de veh\u00edculos al a\u00f1o).<\/li>\n\n\n\n<li>Al mismo tiempo, la cuota de mercado mundial de los fabricantes chinos supera ahora a la de los fabricantes japoneses.&nbsp;<\/li>\n\n\n\n<li>En el mercado coreano, las marcas chinas representaron el 33,6% de las ventas de veh\u00edculos el\u00e9ctricos en 2025&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-101024' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/06\/01\/japon-taiwan-corea-del-sur-euforia-ia-oculta-el-choque-chino\/#easy-footnote-bottom-1-101024' title='Ahn Sung-mi, \u00ab&lt;a href=&quot;https:\/\/www.koreaherald.com\/article\/10730987&quot;&gt;Chinese EVs surge, Japan retreats in Korea\u2019s shifting auto rivalry&lt;\/a&gt;\u00bb, &lt;em&gt;The Korea Herald&lt;\/em&gt;, 4 de mayo de 2026.'><sup>1<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/FTf6x\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Esta tendencia no se limita al sector del autom\u00f3vil.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En el sector qu\u00edmico, la competencia china ha afectado especialmente a los productores japoneses de etileno, que ahora tratan de agrupar sus actividades para sobrevivir&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-101024' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/06\/01\/japon-taiwan-corea-del-sur-euforia-ia-oculta-el-choque-chino\/#easy-footnote-bottom-2-101024' title='Emi Okada, \u00ab&lt;a href=&quot;https:\/\/asia.nikkei.com\/business\/markets\/commodities\/japan-ethylene-makers-consolidate-as-china-glut-forces-shutdowns&quot;&gt;Japan ethylene makers consolidate as China glut forces shutdowns&lt;\/a&gt;\u00bb, &lt;em&gt;Nikkei Asia&lt;\/em&gt;, 27 de enero de 2026.'><sup>2<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<p>Sin embargo, el tema del \u00absegundo choque chino\u00bb no ha cobrado la misma relevancia en el debate p\u00fablico que en Europa, ya que estos pa\u00edses se ven impulsados por el auge de la inteligencia artificial.<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/z9WUs\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>De este modo, Taiw\u00e1n se beneficia de la demanda de GPU, fabricadas por TSMC, y de servidores, gracias a sus numerosos subcontratistas, entre ellos Foxconn.<\/li>\n\n\n\n<li>Corea del Sur concentra la producci\u00f3n de chips de memoria gracias a Samsung y SK Hynix, cuyos precios se han multiplicado por m\u00e1s de cuatro desde el verano de 2021.&nbsp;<\/li>\n\n\n\n<li>Jap\u00f3n es tambi\u00e9n un importante productor de chips de memoria (Kioxia, f\u00e1bricas de Micron en Jap\u00f3n) y un gran fabricante de equipos y componentes para la industria de los semiconductores.<\/li>\n<\/ul>\n\n\n\n<p>El hecho de que las econom\u00edas de Asia Oriental, en particular Taiw\u00e1n y Corea del Sur, se vean impulsadas por el desarrollo de la inteligencia artificial y la demanda de semiconductores y productos electr\u00f3nicos no est\u00e1 exento de riesgos.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En su \u00faltimo informe mensual de an\u00e1lisis econ\u00f3mico, el Banco de Corea destaca la creciente concentraci\u00f3n de las exportaciones, que dependen cada vez m\u00e1s del sector de la inform\u00e1tica. Por su parte, los dem\u00e1s sectores se ven afectados \u00abpor la competencia china y la guerra comercial con Estados Unidos\u00bb.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>En Asia, como en Europa, el ascenso de la industria china est\u00e1 socavando cada vez m\u00e1s las industrias de los pa\u00edses de la regi\u00f3n, que luchan por mantener su cuota de mercado.<\/p>\n","protected":false},"author":2622,"featured_media":101027,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":true,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"footnotes":""},"categories":[5],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[197],"class_list":["post-101024","post","type-post","status-publish","format-standard","hentry","category-economia","editorial_format-analisis","geo-asia-oriental"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":101027,"excerpt":"En Asia, como en Europa, el ascenso de la industria china est\u00e1 socavando cada vez m\u00e1s las industrias de los pa\u00edses de la regi\u00f3n, que luchan por mantener su cuota de mercado.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - 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