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“Naver and Kakao are not safe zones either.” Is AI to blame for the IT industry restructuring?

“Naver and Kakao are not safe zones either.” Is AI to blame for the IT industry restructuring?

Hyeonjung Ahn IT, VE분석

Businesses accumulating deficits, staff reductions leaving only the minimum number of employees a series of projects being discontinued as markets and companies stop growing “IT industry emphasizes non-face-to-face culture and hires more than necessary” The information and communications (IT) industry, led by Naver and Kakao, has begun a large-scale restructuring. This is because large-scale staff reductions…

‘K-Webtoon’ sales in 2022 are the largest ever, “Author’s average annual income is more than twice the average salary of office workers”

‘K-Webtoon’ sales in 2022 are the largest ever, “Author’s average annual income is more than twice the average salary of office workers”

Dongjin Lee 사회/문화

By 2022, webtoon industry sales will reach KRW 1.9 trillion, and webtoon platform sales will exceed KRW 1 trillion for the first time in history On the other hand, the artist’s income was ‘2 million won per year’, a decrease of 9,840 million won compared to the previous year However, writer ‘Suduruk’ earns hundreds of…

Is it innovation or confusion? Toss Bank enters the foreign exchange service market with ‘lifetime fee exemption’

Is it innovation or confusion? Toss Bank enters the foreign exchange service market with ‘lifetime fee exemption’

김민정 기자 IT

Declaration of application of 100% preferential exchange rate regardless of performance “Perfect hedging is difficult due to the nature of foreign exchange” Is it possible to offset the spread with foreign currency management? Internet bank Toss Bank has launched a foreign exchange service that allows exchange of 17 currencies, including the U.S. dollar, 24 hours…

Musk, who lost a large portion of Tesla shares through the acquisition of “If I don’t get 25% of the shares, I will turn it outside of the AI business”

Musk, who lost a large portion of Tesla shares through the acquisition of “If I don’t get 25% of the shares, I will turn it outside of the AI business”

Subin Jeon 자동차/항공/조선, VE분석

“It’s inconvenient not to have a 25% stake” Elon Musk insists on the need to secure a stake After the Twitter acquisition battle, the stake decreased to 13%, and X is in ‘jeopardy’ Musk, who negotiates with AI as the future food source, reminds us of ‘Altman’s expulsion’ from the industry Elon Musk, CEO of…

Will the advertising revenue gap be filled with ‘YouTube Premium’? Google’s ‘Baton Touch’

Will the advertising revenue gap be filled with ‘YouTube Premium’? Google’s ‘Baton Touch’

Seoji Kim IT

Google changes direction due to downturn in advertising market, announces workforce reduction Cookie collection will end within this year. Is this the end of personalized advertising? Google, looking for a way out, significantly raises the price of ‘YouTube Premium’ Google, hit by a decline in advertising sales, has begun work to improve profitability in earnest. Google…

‘Vision Pro’, its first ambitious product in 10 years, what market is Apple trying to target?

‘Vision Pro’, its first ambitious product in 10 years, what market is Apple trying to target?

한세호 연구원 IT, VE분석

Apple holds pre-orders for ‘Vision Pro’ in the US on the 19th of this month Despite Apple’s announcement that “games are not the main purpose”, ‘VR game companies’ are busy responding to the market Tim Cook: “Vision Pro is a private theater,” inevitably hitting the TV and movie theater industries As Apple prepares to launch…

“Aiming for the 30兆 market” Carrot introduces a pilot service for ‘certified increased vehicles’ diagnosed by a diagnostic evaluator

“Aiming for the 30兆 market” Carrot introduces a pilot service for ‘certified increased vehicles’ diagnosed by a diagnostic evaluator

Dongjin Lee 자동차/항공/조선

Resolving information imbalance by disclosing ‘photos taken by appraisers and repair history’ of used cars for sale Pilot introduction centered on Seoul and Gyeonggi region; formal service introduction not yet determined Following automakers, rental car companies are entering the used car market, with competition expected to heat up Carrot, Korea’s leading local life app, collaborated…

“30-second shorts add up to 1,000 billion minutes”, YouTube usage time jumps 3 times in 1.6 years

“30-second shorts add up to 1,000 billion minutes”, YouTube usage time jumps 3 times in 1.6 years

김민정 기자 IT

67.1 billion minutes in 2020 → 104.4 billion minutes in 2023 Dopamine addiction leading to ADHD, anxiety, and depression disorders Adolescents with a strong imitation mentality need greater attention It was revealed that Koreans’ viewing time on YouTube increased 3 times over the past three years, significantly outpacing representative messenger and portal apps such as…

Hyundai Motor Company, Kia, R&D ‘one team’, the reason why the automobile industry is betting desperately on SDV

Hyundai Motor Company, Kia, R&D ‘one team’, the reason why the automobile industry is betting desperately on SDV

Sunjoo Im 자동차/항공/조선

Integration and establishment of each organization, including the existing SDV headquarters and CTO AVP Headquarters and R&D Headquarters scheduled to be operated through two remodels Global automakers are also speeding up the transition to SDV Hyundai Motor Group is carrying out an organizational reorganization to consolidate future mobility research and development (R&D) capabilities. The key to…

With the advent of GPT Store, concerns spread over ‘AI becoming cheap’, will startup ‘Domino’ become a reality?

With the advent of GPT Store, concerns spread over ‘AI becoming cheap’, will startup ‘Domino’ become a reality?

Changjin Park VE분석, IT

The spread of AI chatbot marketplaces and the ‘future’ that GPT Store will change AI startup that can’t let go of tension, “virtually on the verge of extinction” GPT Store, which has accelerated the adoption of AI in daily life, some say, “The impact will be minimal” OpenAI, the developer of ChatGPT, introduced GPT Store,…

Battery manufacturers trying to find cheap Chinese parts, “What is the survival strategy for the Korean battery manufacturing industry?”

Battery manufacturers trying to find cheap Chinese parts, “What is the survival strategy for the Korean battery manufacturing industry?”

Dongjin Lee 기타 벤처기업

K-Battery Manufacturers Cut Costs Due to Slowing Demand for Electric Vehicles China: Less competitive in material handling, technology, and delivery, but advantageous in being inexpensive “Market diversification is the only way to survive” Korean small and medium-sized furniture companies are likely to expand into overseas markets, including the U.S. Domestic battery manufacturers appear to be…

Apple’s ‘Vision Pro’ expected to sell out early; uncertain whether it will be able to maintain its popularity?

Apple’s ‘Vision Pro’ expected to sell out early; uncertain whether it will be able to maintain its popularity?

Seoji Kim IT

Apple’s new product ‘Vision Pro’ expected to sell out due to limited initial quantity Initial fandom demand is limited, but the possibility of generalization of the device is ‘not good’ Demand limitations are clear, including lack of content and VR market trends Expectations have been raised that Apple’s MR (mixed reality) headset ‘Vision Pro’, scheduled…

Will domestic battery equipment, which has soared thanks to ‘IRA investment’, be able to keep up with the ‘hot pursuit’ of Chinese products?

Will domestic battery equipment, which has soared thanks to ‘IRA investment’, be able to keep up with the ‘hot pursuit’ of Chinese products?

Subin Jeon VE분석, 자동차/항공/조선

Battery companies increase investment in North America through US IRA, equipment industry booming Most companies’ performance is ‘green light’, expectations for this year’s performance are also high Chinese equipment is gaining ground rapidly, but if you fail to differentiate yourself, you will be pushed out It was confirmed that domestic battery equipment companies recorded remarkable…

Price competition with China and technology competition with Japan, K-battery is ‘heavy and heavy’

Price competition with China and technology competition with Japan, K-battery is ‘heavy and heavy’

Hyeonjung Ahn 자동차/항공/조선, VE분석

LG Energy Solution under threat of No. 1 market share The growth rate of all three Korean battery companies is less than 40% “We must prepare for the transition period by developing next-generation batteries” Last year, the combined market share of the three domestic battery companies in the global electric vehicle battery market excluding China…

KBO broadcast, now you can watch it on ‘TVING’? Acceleration of OTT sports broadcasting market penetration

KBO broadcast, now you can watch it on ‘TVING’? Acceleration of OTT sports broadcasting market penetration

Seoji Kim 사회/문화

KBO Secretariat selects TVING parent company CJ ENM as preferred negotiation partner for broadcasting rights The industry predicts the possibility of KBO paid broadcasting through TVING, but TVING is ‘silent’ Another tectonic shift brought about by OTT, continued confusion among existing operators and viewers Native OTT’s strategy of targeting ‘sports broadcasting’ has caught fire. On…

“AI in education must be used under clear guidelines”, discussions on edtech revitalization are on the rise

“AI in education must be used under clear guidelines”, discussions on edtech revitalization are on the rise

Hyeonjung Ahn IT, VE분석

OECD “We must accept the ever-evolving characteristics of generative AI” Review whether to include AI utilization measures in the ‘Edutech Promotion Act’ “Education effectiveness of edtech has not been verified” pointed out As the field of use of generative artificial intelligence (AI), including Chat GTP, continues to expand, it was suggested that clear guidelines are…

Maple Story, which was hit with fines due to probability manipulation, just deleted random items?

Maple Story, which was hit with fines due to probability manipulation, just deleted random items?

Seoji Kim 사회/문화

Following the ‘Flame of Reincarnation’ incident and ‘Cube’, Maple Story’s probability manipulation After imposing the largest fine ever, self-rescue measures are in place and problematic items are deleted. Has self-regulation failed? Government’s ‘Gaming Industry Act Amendment’ finally takes effect in March Nexon has begun responding to the controversy over probability manipulation in its MMORPG (massively…

India, the ‘land of opportunity’ to absorb demand for factory construction, this time it is ‘Vietnam Tesla’

India, the ‘land of opportunity’ to absorb demand for factory construction, this time it is ‘Vietnam Tesla’

Seoji Kim 자동차/항공/조선

‘Half-price Tesla’ Vietnam’s Vinfast to build new $20 billion factory in India Targeting the ‘global market’ rather than the domestic market, spurring expansion of production base Will the stock price, which fell after its ‘sparkling’ Nasdaq listing, take a leap forward with increased production? VinFast, a Vietnamese electric vehicle manufacturer, is expanding its plans to…