국가채무 확대 수출로 반도체에 재정적자 집중

Fiscal deficit concentrated on semicond-

차량용 반도체 98% 수입이 증가하며 재정 2천억원 투입으로 국가채무에 의한 수출경제 패턴이 2년째 나타났다.

국가채무 증가에 의한 수출경제에서 반도체 수출이 지난해 3월 10일간에 비해 25.2% 증가하고 반도체 수입은 22.8% 증가하며 무역적자가 됐다.

코로나 초기였던 지난해 3월 재정확대 정책에 반도체 수출은 20.3% 증가(전년동기대비)했고, 수입은 반도체(13.6%) 석유제품(43.3%), 정밀기기(8.5%) 등이 증가하며 2년 연속 반도체 수출입이 동반상승하며 재정투입 수출경제 전형을 보였다.

코로나 이전 2019년 반도체 경기침체에서 2-3월 수출이 저조했고 코로나 재정확대에 기저효로 3월 수출이 반짝 커졌으며 지속적 재정확대로 수출경제를 자극해 올해 국가채무 1천조원에 의한, 3월 반도체 수출입 동반 상승 경제에 대해 홍남기 부총리는 차량용 반도체에 2천억 이상 재정 투입을 밝혔다.

홍 부총리는 10일 ‘차량용 반도체·부품 자립화’ 명분으로 ‘자율주행 기술개발 혁신사업 등 미래차 핵심 반도체 기술개발(R&D)’에 2047억원과 삼성전자 등 파운드리 업체에 올해 상반기 에 “획기적 우대지원 방안 적극 검토”를 밝혔다.

삼성의 차량용 반도체 투자 기피는 투자비용 대비 가격경쟁력이 약해 반도체 업체들이 회피한 것으로 보이며, 정부가 국가채무로 대체한 것이다.

올해 3월 수출 증가세는 반도체와 승용차가 전년동기대비 25.2%, 22.8% 증가하고 유럽연합(49%) 급증에 중국(33.9%) 미국(21.9%) 등에 집중되며, 반대로 수입이 반도체(22.8%) 증가에 원유(16.4%)) 가스(96.9%) 기계류(40.7%) 석유제품(21.2%) 정밀기기(25.9%) 수입급증으로 무역적자 11억달러이다.

3월 1~10일 수출액은 전년동기비 25.2% 증가해 163억달러이고 수입은 31.4% 증가 174억달러의 ‘수입반도체 의존 전기차 수출’ 무역적자 경제이다.

정부가 7일 국회 제출한 '재정총량'은 올해 추경으로 국가채무 965조9천억원이며 지난해 4차 추경의 국가채무 846조9천억원에서 119조원 증가했다.

기재부는 국가채무 증가에 대해 내년에 125조3천억원 증가한 1천91조2천억원, 2023년 125조9천억원 증가 1천217조1천억원, 2024년 130조7천억원 증가 1천347조8천억원 추산의 국가채무비율 59.7%이라며, 3년간 40%대에서 60%선 급증을 예고했다. kimjc00@hanmail.net

Fiscal deficit concentrated on semiconductors by expanding national debt and exporting

It increased from 98% of vehicle semiconductor imports, and the export economy pattern driven by the state debt appeared for the second year due to the investment of 200 billion won in finances.

In the export economy driven by the increase in national debt, semiconductor exports increased 25.2% compared to March 10 last year, and semiconductor imports increased 22.8%, resulting in a trade deficit.

Semiconductor exports increased 20.3% (compared to the same period last year) in March last year, which was the beginning of the coronavirus, and imports increased by semiconductors (13.6%), petroleum products (43.3%), and precision equipment (8.5%) for the second consecutive year. Semiconductor imports and exports have risen together, showing a typical fiscal import export economy.

In the semiconductor economic downturn in 2019 before the Corona, exports were low in February, and exports in March increased sparkling due to the base effect of the corona fiscal expansion. Regarding the win-win economy, Deputy Prime Minister Hong Nam-ki announced that it will invest more than 200 billion won in automotive semiconductors.

On the 10th, Deputy Prime Minister Hong said, “Innovative preferential support plan for the first half of this year to 24.7 billion won for the development of core semiconductor technology (R&D) for future vehicles such as autonomous driving technology development and innovation projects,” and to foundries such as Samsung Electronics in the first half of this year. Active review” said.

Samsung's refusal to invest in automotive semiconductors seems to have been avoided by semiconductor companies due to its weak price competitiveness compared to the investment cost, and the government replaced it with national debt.

In March this year, exports of semiconductors and passenger cars increased 25.2% and 22.8% YoY, and the European Union (49%) surged and China (33.9%) and the U.S. (21.9%) concentrated on imports. On the contrary, imports were semiconductors (22.8%). On the rise, crude oil (16.4%)) gas (96.9%) machinery (40.7%) petroleum products (21.2%) and precision equipment (25.9%) surged, resulting in a trade deficit of $1.1 billion.

On March 1-10, exports rose 25.2% year-on-year to $16.3 billion, and imports rose 31.4% to $17.4 billion, a trade deficit economy.

The'fiscal total' submitted by the government on the 7th to the National Assembly this year was an additional supplement of 965 trillion won, an increase of 119 trillion won from 846 trillion 9 trillion won in the state debt of the fourth supplement last year.

In response to the increase in national debt, the Ministry of Science and Technology has an estimate of 1,91 trillion won, an increase of 125 trillion won next year, an increase of 125 trillion 9 trillion won in 2023, and an increase of 1,217 trillion won in 2024, and an increase of 130 trillion won in 2024. It said that the national debt ratio was 59.7%, and it predicted a surge of 60% from the 40% level over the past three years.

Deputy Prime Minister Hong Nam-gi, Economic recession, Ministry of Equipment, Samsung Electronics, electric vehicle exports, fiscal deficit, national debt, semiconductor economy, trade deficit, vehicle semiconductors