메트로人 머니 산업 IT·과학 정치&정책 생활경제 사회 에듀&JOB 기획연재 오피니언 라이프 CEO와칭 플러스
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"1 million KRW each?" The automotive industry drastically lowers electric vehicle prices... A bold move as the EV chasm persists.

Global automakers are launching various promotions in line with the South Korean government's electric vehicle (EV) support policies. As the electric vehicle market faces a prolonged "EV chasm" (temporary demand stagnation) due to issues such as charging infrastructure and price burdens, automakers are focusing on aggressive pricing strategies to secure a dominant position in the eco-friendly vehicle market. According to the automotive industry on February 5, Hyundai and Kia are running promotions offering additional discounts on their EV models. Hyundai’s promotion offers additional discounts ranging from 3 million to 5 million KRW on nine electric vehicle models, combining basic vehicle price reductions with monthly inventory discounts. Genesis offers a 3 million KRW discount on the GV60 and a 5% price reduction on the G80 electric model. In Seoul, applying these maximum purchase benefits, the following models see significant price reductions: ▲The Ioniq 5 2WD Long Range 19-inch Built-in Cam (non-applicable model) drops from 54.1 million KRW to 44.38 million KRW. ▲The Ioniq 6 2WD Standard 18-inch model drops from 46.95 million KRW to 37.81 million KRW. ▲The Kona Electric 2WD Standard 17-inch model drops from 41.42 million KRW to 31.52 million KRW. Kia is also offering manufacturer discounts through its "EV Festa" campaign: ▲2 million KRW off the Niro EV ▲1.5 million KRW off the EV6 ▲2.5 million KRW off the EV9 ▲3.5 million KRW off the Bongo EV Additionally, there are extra discounts for last year’s production models, with benefits ranging from 3.5 million to 5 million KRW depending on the vehicle. In Seoul, the prices for certain models drop as follows: ▲The EV6 2WD 19-inch Long Range trim goes from 50.6 million KRW to 40.58 million KRW ▲The EV9 2WD 19-inch Air trim drops from 73.37 million KRW to 65.6 million KRW ▲The Niro EV Air trim drops from 48.55 million KRW to 38.43 million KRW ▲The Bongo EV 1-ton 2WD Super Long King Cab Smart Selection trim drops from 43.15 million KRW to 24.5 million KRW KG Mobility (KGM) is also offering price discounts on electric vehicles. KGM is providing a 750,000 KRW discount on the electric SUV, the Torres EVX, bringing its actual purchase price down to around 39 million KRW. Additionally, for the taxi-exclusive models of the Torres EVX and the Korando EV, discounts of 1.5 million KRW and 1 million KRW, respectively, are being offered. The imported car industry is also focusing on expanding its market share in South Korea’s electric vehicle market. Volvo Car Korea launched its compact electric SUV, the EX30, on February 3, priced at just over 40 million KRW (after applying national and local government electric vehicle subsidies), which is one of the lowest prices globally. The company aims to attract initial sales by leveraging the new car effect and a maximum discount of 3.33 million KRW to enhance its price competitiveness. Stellantis Korea is taking proactive steps this month to reduce customers' burden by providing early electric vehicle subsidies, aiming to eliminate uncertainty surrounding EV purchases. Until the 28th, customers purchasing the Jeep Avenger or Peugeot e-2008 will receive both the expected national subsidy of 2.12 million KRW and 2.09 million KRW, respectively, along with additional local government subsidies based on their residence. Furthermore, by combining each brand's electric vehicle promotions with benefits such as free installation of a black box and Hi-Pass devices, the Jeep Avenger offers a minimum of 5.39 million KRW in benefits, and the Peugeot e-2008 offers a minimum of 7.86 million KRW. For customers in Gwangju, the city with the largest subsidy among metropolitan cities, the expected benefits for the Peugeot e-2008 and Jeep Avenger Altitude are 10.26 million KRW and 7.79 million KRW, respectively. BYD, a Chinese electric vehicle company that entered the domestic market earlier this year, has priced its compact electric SUV, the Atto 3, lower than in the Chinese market. The price of the Atto 3 ranges from 31.5 million KRW to 33.3 million KRW, and with the application of electric vehicle purchase subsidies, it is expected that the price could drop to the 20 million KRW range. If additional discounts are implemented in line with the South Korean government's policies, consumers' financial burdens would be significantly reduced. An automotive industry insider commented, "Automakers are expanding electric vehicle subsidy support in line with government policies," and expressed hope that proactive subsidy support would provide consumers with a wider range of choices. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-05 16:32:26 메트로신문 기자
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[김상회의 사계] 시간으로 만든 백만장자

부자가 되고 싶다면 시간약속 하나만이라도 잘 준수한다면 운을 바꿔나갈 수가 있다. 백만장자는 부자나 돈 많은 사람을 상징하는 말이다. 사주에 특별한 운이 없는 사람도 백만장자가 될 수 있을까. 사주가 그리 특출날 것 없고 운까지 없으면 돈을 많이 벌기는 어려울 것이다. 그런데 사주가 형편없는 백만장자가 있다. 많은 재산을 소유한 그 남자는 상담을 와서 자기는 운이 나빠서인지 어려서는 가난한 부모 아래서 끼니를 자주 걸렀다고 한다. 대학교 학비도 직접 돈을 벌어서 마련했고 어렵게 졸업했다. 대기업에 취업했는데 직장 정치에 치여서 승진에 밀렸다. 답답해서 사주를 보니 관운이 없다는 이야기를 들었는데 시간만 잘 지키면 부자가 될 수 있다는 말을 들었단다. 사표를 내고 처남과 프랜차이즈를 벌였는데 2년 만에 망했다. 재운이 따르지 않았다는 게 그 남자의 말이다. 그런데 지금은 백만장자라고 해도 될 만큼 많은 재산을 모았다. 이건 어떻게 된 걸까. 사주는 안 좋고 운도 따르지 않자 그는 이를 악물었다. 대학생으로 과외를 할 때 자기가 아이들 성적 올리는데 재능이 있었다는 걸 떠올렸다. 아내와 작은 학원을 열고 밤낮없이 남보다 더 많은 시간을 들여 성심성의껏 아이들을 가르쳤다. 열심히 해야 나쁜 운세를 극복할 수 있다고 생각한 것이다. 지금은 강북 중심지에서 명문대 입시 학원을 운영하고 있다. 그가 백만장자가 될 수 있었던 건 운세가 좋아서가 아니다. 시간약속을 준수했고 시간에 기대야 한다면 생존에서 양보하며 잠을 덜자고 남보다 더 전력을 다했단다. 그는 좋은 운세를 스스로 만들어 오늘의 재산을 일궜는데 사주가 나쁘니 더 부지런해야 한다고 생각하고 실행하여 좋은 운세를 만들어 일구었다는 것이다.

2025-02-05 04:00:30 메트로신문 기자
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[오늘의 운세] 2025년 02월 05일 수요일

[오늘의 운세] 2025년 02월 05일 수요일 [쥐띠] 36년 시간약속을 준수. 48년 모두 가질 수 없으니 하나는 양보. 60년 콩 심은 데 콩 나고 팥 심은 데 팥 난다. 72년 망해버린 나라의 옥새를 끌어안고 있어 본들 무슨 소용. 84년 좋은 결과는 올바른 선택에서 비롯된다. [소띠] 37년 판단력이 흐려지니 외출을 자제. 49년 부적절한 관계는 망신 수를 부른다. 61년 자식 자랑에 입에 침이 마를 지경. 73년 가랑비에 옷 젖는 줄 모르고 지출을 하게 되니 계획을. 85년 행운과 행복은 다른 결말이 오니.. [호랑이띠] 38년 주저하지 말고 적극적으로 행동. 50년 답답해도 이해를 바라지 말고 상대를 설득시켜라. 62년 주머니 속 송곳처럼 창의력이 빛을 발한다. 74년 구정물에 발을 담그면 더러워지기 마련. 86년 감사한 일이 펼쳐진다. [토끼띠] 39년 마음 가는 대로 하루를 유유히 보내자. 51년 상대는 호의가 계속되면 당연한 권리로 착각. 63년 침묵은 금이다. 75년 의사 표현이 정확해야 손해를 보지 않는다. 87년 이직은 소 잃고 외양간 고치기 전에 신중하게 선택. [용띠] 40년 동료와 의견 차이로 손해가 발생하니 인내. 52년 되로 주고 말로 받는 날이니 말조심. 64년 가족에게는 양보와 희생이 따른다. 76년 공들인 탑은 쉽게 무너지지 않는다. 88년 주변의 마음을 얻고 신망도 받는다. [뱀띠] 41년 자신 없는 일을 맡아 종일 마음이 불편. 53년 새로운 일을 시작하기 전에 준비를 철저히. 65년 피곤한 날이니 돈거래는 하지 마라. 77년 손재수가 있으니 쇼핑을 자제. 89년 소문난 잔치에 가도 먹을 것이 없을 것. [말띠] 42년 여의주를 얻었으니 무슨 일이든 도전해도 좋다. 54년 흡연은 신중히. 66년 건강을 위해 등산을 해보자. 78년 행복은 각자에게 고유한 것이니 남의 기준에 맞출 필요는 없다. 90년 소금 장사 나가는데 비가 오는 격이다. [양띠] 43년 닭이 물 먹듯 술을 조금씩이라도 먹고 싶다. 55년 부인의 칭찬에 신바람이 난다. 67년 시작하지 않으면 아무것도 변하지 않는다. 79년 마음이 우울하니 친구가 웃을 일을 만들어 준다. 91년 나만을 위해서 열심히 일하자. [원숭이띠] 44년 위기를 기회로 바꿀 수 있다. 56년 불평보다는 진취적인 사고방식을 지녀라. 68년 강을 건넜다고 배를 소홀히 해서는 큰 낭패를 본다. 80년 친한 친구 문상 갈 일이 생긴다. 92년 투기와 투자를 잘 구분하고 실행해야 하니. [닭띠] 45년 혼자는 외롭지만 둘은 괴롭다. 57년 죽은 나무에 물을 주는 것은 시간 낭비이고 슬픈 현실. 69년 연인에게 기대를 안 하면 실망도 적다. 81년 웃지 않으려면 장사를 접어야 할 것이다. 93년 길 떠나게 되면 상비약을 챙겨라. [개띠] 46년 마른 논에 물들어 오듯이 고민이 해결. 58년 새로운 인맥으로 얻은 정보가 큰 이익을 준다. 70년 물이 너무 맑으면 고기가 살 수 없다. 82년 배가 고프면 반찬이 없더라도 밥이 맛있다. 94년 좋은 것이 좋은 것을 부른다. [돼지띠] 47년 사공이 많으면 의견통일이 어려우니 중심을. 59년 성과도 좋으니 전진. 71년 마음을 비우고 자식을 대하라. 83년 가지 못한 길에 아쉬움이 많이 남는 날. 95년 세상 사는 데 반발심과 불만이 많은 것은 자신의 탓으로 돌아온다.

2025-02-05 04:00:26 메트로신문 기자
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OpenAI accelerates South Korea alliances… Relay meetings with domestic corporate leaders including Lee Jae-yong.

Sam Altman, CEO of OpenAI, who is visiting South Korea, held a series of meetings on the 4th with the CEOs of major IT companies such as Samsung Electronics, SK hynix, and Kakao. The active pursuit of alliances with domestic companies by OpenAI is seen as a response to the Chinese AI startup DeepSeek. Recently, DeepSeek has suggested that high-performance models can be implemented at a low cost, shaking up the AI ecosystem. According to business sources on the 4th, Sam Altman began a "trilateral meeting" in the afternoon at Samsung Electronics' Seocho headquarters in Gangnam, Seoul, with Lee Jae-yong, Chairman of Samsung Electronics, and Masayoshi Son, Chairman of SoftBank Group. It is reported that the discussions focused on the implementation of the large-scale artificial intelligence (AI) infrastructure project, 'Stargate.' Chairman Son arrived in the afternoon at 2:40 PM, after entering the country earlier in the morning. Prior to Son's arrival, CEO Altman was reportedly already at the Seocho headquarters. Also present at the meeting were executives responsible for semiconductors, including Jeon Young-hyun, Vice Chairman and Head of Samsung Electronics' Device Solutions (DS) division. Chairman Son, speaking with the press, stated that the "trilateral meeting with Samsung Electronics and OpenAI" would focus on updates regarding the Stargate project and potential collaborations with the Samsung Group. Stargate is a large-scale artificial intelligence (AI) infrastructure expansion project in the U.S., involving an investment of $500 billion (approximately 731 trillion won), with partners such as NVIDIA and Microsoft. Earlier, it was reported that CEO Altman and Chairman Son had collaborated on establishing a joint venture, 'Stargate,' for AI infrastructure development. It is expected that Samsung Electronics will also participate in this project. This trilateral meeting is particularly significant as it marks Lee Jae-yong's first public engagement since his acquittal in the appeals trial, and discussions likely covered not only large-scale investments but also potential future growth drivers to help Samsung Electronics overcome its recent performance slump. There are forecasts that cooperation between OpenAI and ARM, a subsidiary of SoftBank, in AI semiconductor development will gain momentum. Earlier in the day, CEO Altman also met with Chey Tae-won, Chairman of SK Group, to discuss potential collaboration between the two companies and attended Kakao's Media Day. The meeting between CEO Altman and Chairman Chey took place around 9:30 AM at the Plaza Hotel in Jung-gu, Seoul. Among the SK Group executives in attendance were Kwak Noh-jeong, President of SK hynix, and Yoo Young-sang, President of SK Telecom. It is observed that CEO Altman and Chairman Chey discussed collaborations in the semiconductor field, including SK hynix's HBM (high-bandwidth memory), as well as AI assistant services. This meeting marks the third encounter between the two companies, following their previous meetings in January and June of last year. In June, they met at OpenAI's headquarters in San Francisco. After the meeting with Chairman Chey, when asked by the press, "How was today's meeting?" CEO Altman responded with "Wonderful" and left, while Chairman Chey did not make any special remarks. Following his meeting with Chairman Chey, CEO Altman appeared at Kakao's Media Day. During this event, OpenAI announced a strategic partnership with Kakao and outlined plans for collaboration in the AI business. CEO Altman's appearance at the Media Day and the strategic partnership between Kakao and OpenAI were kept highly confidential until the event. Kakao is the first company in South Korea to form a strategic partnership with OpenAI. The focus of the collaboration between Kakao and OpenAI will be on making AI services more accessible to a wider range of users, with plans to pursue ▲technical cooperation for AI service advancement and ▲joint product development. Jung Ji-young, CEO of Kakao, explained the background of the partnership during the keynote speech, stating, "Based on the capabilities we have accumulated over a long period of time, serving the daily lives of many people, Kakao's role in today's era is to present 'personalized AI that best understands users.'" She added, "By collaborating with OpenAI, which has global technological competitiveness, we will lead the popularization of AI services and provide innovative customer experiences." Altman, CEO of OpenAI, expressed his long-term appreciation for Kakao, stating, "I like Kakao from a long-term perspective and share their AI vision." He also mentioned, "I am particularly interested in the integration of AI and messaging. There is much to explore in this area, and messaging has a wide range of applications, not just for work-related matters." Meanwhile, Altman's expansive moves appear to be in response to the rapid pursuit of DeepSeek, a Chinese AI startup. Recently, DeepSeek adopted optimization techniques to maximize efficiency, suggesting that implementing high-performance models might not necessarily require overwhelming computing resources, which shocked the industry. There is growing analysis that DeepSeek's open-source model could broaden market competition, providing opportunities for latecomers, including those in South Korea. Observers speculate that OpenAI is pursuing an aggressive strategy to stay ahead of DeepSeek through extensive collaborations with domestic companies such as Samsung, SK, and Kakao. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-04 16:41:25 메트로신문 기자
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LG Electronics unveils innovative display technologies at ISE 2025, strengthening its B2B business.

LG Electronics is showcasing innovative display solutions that enhance the value of spaces at ISE 2025, a commercial display exhibition held in Barcelona, Spain, starting on the 4th (local time). A model is scanning the QR code of the 'Kinetic LED,' which uses generative AI technology to transform photos into pop art. / LG Electronics 4o mini LG Electronics is participating in ISE 2025, the commercial display exhibition held in Barcelona, Spain, from February 4 to 7, showcasing industry-specific customized solutions based on commercial displays. Under the theme "Growing Together with Customers through Customized Solutions," LG Electronics has set up its exhibition hall, displaying various products tailored to key environments such as stores, offices, schools, transportation, and hotels. At the entrance of the exhibition hall, a massive 'Kinetic LED' display was installed, enhanced with AI technology to add an element of fun. The display, composed of 88 LED signage panels, measures 7.18 meters in width and 4.09 meters in height. It features a cube-shaped module that combines LED and mirror elements, with each module rotating 360 degrees left and right, creating a dynamic and vibrant movement. Additionally, a participatory advertising solution was implemented, where visitors can scan a QR code with their smartphones, and the generative AI will convert their input into pop art, which is then displayed on the screen. n addition, LG Electronics will demonstrate various technologies in collaboration with domestic and international partner companies, including: ▲Triplett, an AI-based retail store traffic and behavior data analysis company ▲Cocomo 24/7, a company specializing in school access management and emergency response solutions ▲Moses, Megapixel, and Brompton, companies specializing in virtual production equipment and solutions ▲Logitech, Cisco, and Crestron, companies offering enterprise video conferencing solutions ▲BrightSign, a company providing content management solutions for digital signage. At this exhibition, visitors will be able to see the upgraded version of the highly advanced ultra-high-definition Micro LED 'LG Magnit.' The product has been enhanced based on feedback from B2B customers, improving ease of use and installation, content compatibility, and energy efficiency. Previously, the adjustment of the gap between LED modules was only possible from the back, but now it can be done from the front as well. Additionally, the LED controller functionality has been strengthened, and standby power consumption has been drastically reduced by up to 98% when the screen is turned off. This year, LG Electronics will showcase high-brightness signage featuring the 'Anti-Discoloration' technology, which minimizes the yellowing phenomenon that occurs when the screen is exposed to sunlight for extended periods. This marks the first public display since receiving industry-first verification for discoloration resistance from the global testing and certification agency 'UL Solutions' last year. Additionally, LG will exhibit a lineup of signage optimized for preventing discoloration, designed for various outdoor environments, such as drive-thru stores, outdoor swimming pools, and bus stops. In the retail zone, which is designed to simulate a retail store, LG Electronics will showcase a comprehensive commercial display solution for retail stores, including signage that has obtained fire safety certification to ensure customer safety, and the second-generation kiosk that can be installed in various forms to meet customer needs. The three signage models displayed in the retail zone (models: US5P, UV5N, UP5Q) have been certified by global certification bodies SGS and TUV Rheinland to meet the fire safety standards of the UK and EU, including fire propagation and resistance. Recently, LG Electronics has obtained the same certification for a total of 22 models, including these three. In addition, visitors to LG Electronics' exhibition booth can experience various B2B products, such as the LG electronic whiteboard, which provides high-quality content and convenience features for educational and industrial settings, as well as LG's commercial display operation and management solution integrated platform, 'LG Business Cloud.' Park Hyung-se, President of LG Electronics' MS Business Division, stated, "Through innovative products and solutions that make various B2B customer spaces more valuable, we will grow together with our customers and solidify our leadership in the B2B market." ChatGPT를 사용하여 번역한 기사입니다.

2025-02-04 15:47:07 메트로신문 기자
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Samsung Electronics unveils four types of ultra-low-power display 'Color e-paper' at ISE 2025.

Samsung Electronics unveiled a range of new products that will lead the commercial display industry at the largest display exhibition in Europe, 'ISE (Integrated Systems Europe) 2025,' held in Barcelona, Spain. Samsung Electronics announced on the 4th that it will participate in ISE 2025, which will take place from the 4th to the 7th (local time) in Barcelona, Spain. Samsung Electronics has set up an exhibition space of 1,728 square meters (about 522 pyeong) at the Fira Barcelona exhibition center, showcasing a range of products including: ▲Four types of ultra-low-power displays, 'Samsung Color e-paper' ▲The B2B (business-to-business) integrated connectivity platform, SmartThings Pro, enhanced with AI features ▲New AI electronic whiteboard products and ultra-large signage displays At the entrance of the exhibition hall, a massive media facade featuring Samsung's Micro LED technology is displayed with the 462-inch 'The Wall.' The 'Samsung Color e-paper' is characterized by significantly reduced power consumption for digital content advertising. It utilizes ink technology for digital paper, with a power consumption of 0.00 watts (W) when maintaining content. Even when the screen changes, it consumes much less power compared to traditional digital signage, helping to reduce energy costs. Additionally, the design is ultra-thin and ultra-lightweight, making it easy to move and install in various commercial spaces. The Samsung Color e-paper features a detachable 5000mAh lithium-ion battery, two USB-C ports for charging and data transfer, and 8GB of flash memory. It supports Wi-Fi and Bluetooth connectivity. With the dedicated mobile app, users can easily create content and manage broadcast schedules and playlists conveniently. The Samsung Color e-paper is available in various options to suit different purposes and installation locations, including: ▲13-inch (1600x1200) ▲25-inch (3200x1800) ▲32-inch QHD (2560x1440) Additionally, there is an outdoor model with a 75-inch 5K (5120x2880) resolution. Samsung Electronics is enhancing the usability and management efficiency of its signage by further strengthening the AI and automatic control features of SmartThings Pro. The B2B integrated connectivity platform, 'SmartThings Pro,' analyzes floor plans registered by users through its 'Interactive View' feature, providing 3D floor plans with a sense of depth. Users can easily and conveniently manage devices by mapping devices connected to SmartThings Pro on the 3D floor plan, making it easier to perceive space. Additionally, Samsung Smart Signage now includes the CryptoCore cryptographic module, which securely encrypts IoT connection authentication information, enhancing the safety of device connections. Samsung’s CryptoCore, developed in-house, has received the international cryptographic module certification, FIPS 140-3, validating its security. A Samsung Electronics model is showcasing the 115-inch 4K ultra-large signage, suitable for high-end stores and building lobbies, at ISE 2025, the largest display exhibition in Europe, held in Barcelona, Spain, from February 4 to February 7 (local time). / Samsung Electronics 4o mini Additionally, Samsung Electronics will showcase 'ultra-large signage' displays. Following the unveiling of the 105-inch 5K smart signage optimized for video conferencing solutions at last year's ISE, Samsung is presenting a 115-inch 4K smart signage this year. The display offers a seamless viewing experience with no visible seams and supports multi-view, allowing up to four screen divisions. Furthermore, the 2025 model of the electronic whiteboard, which was first revealed at the largest educational technology exhibition in Europe, 'Bett 2025' in January, will also be exhibited at ISE. The electronic whiteboard equipped with the 'Android 15' operating system comes with the Samsung AI Assistant solution, offering features like 'Circle to Search,' which allows users to search for images or translate text within the screen, and 'AI Summary,' which summarizes lecture or meeting content. Jeong Hoon, Vice President of Samsung Electronics' Visual Display Business, stated, "Commercial displays must simultaneously meet the market's need for energy reduction and device management efficiency, as well as the public's demand for immersive experiences. We will lead the way in pioneering new markets with new products such as 'Samsung Color e-paper.'" ChatGPT를 사용하여 번역한 기사입니다.

2025-02-04 15:42:20 메트로신문 기자
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[오늘의 운세] 2025년 02월 04일 화요일

[오늘의 운세] 2025년 02월 04일 화요일 [쥐띠] 36년 마음을 정결히 하고 원하는 바를 간절히 기도해보라. 48년 행동은 사고에 의해 지배당한다는데. 60년 가벼운 산책으로 건강을 보살펴라. 72년 시장이 반찬이니 저녁이 꿀맛. 84년 일취월장할 경사의 기회가 온다. [소띠] 37년 장황한 자기소개는 자괴감만 일어난다. 49년 내일 뛰지 않으려면 오늘 걸어야 한다. 61년 남의 말을 경청하는 버릇을. 73년 목이 말라야만 그때 우물을 팔 것인가. 85년 남의 것을 욕심내면 내 것이 2배로 나간다. [호랑이띠] 38년 투자인지 그냥 적선인지 잘 구분. 50년 의미부여는 왜곡된 상황을 초래. 62년 불행은 입 밖으로 내뱉는 순간 더 커진다. 74년 외로운 나그네 신세처럼 공연히 서글프다. 86년 지나간 인연이 찾아오니 혼란스럽다. [토끼띠] 39년 불만이 있어도 내색을 말도록. 51년 도움을 줬던 사람이 은혜를 갚으러 온다. 63년 실패를 좋은 경험으로 삼아라. 75년 미리 준비해두지 않으면 때는 늦으니 기회를 상실. 87년 시작이 좋으니 마무리도 산뜻하다. [용띠] 40년 소통하는데 중요한 것은 상대의 마음. 52년 뛰는 놈 위에 나는 놈 있으니 분발. 64년 주변에 인색하지 않도록. 76년 남의 비위에 들도록 노력하기보다는 실력으로. 88년 돌다리도 두드리고 아는 길도 물어서 가라. [뱀띠] 41년 날씨 탓만 하지 말고 밖으로 나가라. 53년 역마의 변화이니 움직여라. 65년 남의 눈에 티끌만 보지 말고 자신의 잘못도 생각. 77년 정확한 의사 표현이 필요한데. 89년 기다리던 곳에서 연락이 오니 마음이 기쁘다. [말띠] 42년 내키지 않는 술자리는 피하는 것이 상책. 54년 영업은 적극적으로 행동. 66년 재물이 없어지니 나그네의 신세이다. 78년 일의 근본을 알고 깨우쳐야 결과를 얻을 수가 있다. 90년 가족의 건강과 안부를 챙겨야 하는 날. [양띠] 43년 말을 해야 마음을 전달할 수 있다. 55년 믿어 주는 사람이 있다. 67년 뭔가를 시작하기에 거슬리는 부분이 있다. 79년 내가 싫으면 남도 싫을 것이니 소통을. 91년 밤을 이겨낸 자만이 찬란한 새벽을 볼 자격이 있다. [원숭이띠] 44년 멀리 있다고 소홀히 대하면 원망을 듣는다. 56년 이직보다는 기술 공부하도록. 68년 사돈에게 알고도 속고 모르고도 속는다. 80년 부적절한 관계는 망신살을 부르는데. 92년 큰 둑도 작은 구멍으로 무너진다는 걸 명심. [닭띠] 45년 이제라도 컴퓨터를 배워 컴맹에서 탈출하도록. 57년 논에 물들어 오듯이 일이 해결. 69년 거품은 사라지고 현실에 직면. 81년 배가 고플 때 먹으면 무엇이든 맛있다. 93년 친구에게 좋은 일을 양보하고도 이득 발생한다. [개띠] 46년 천 리 길도 한걸음부터이니 우선 시작을. 58년 눈에서 멀어지면 마음도 멀어진다. 70년 병이 왔으나 약도 주어진다. 82년 날개 없이 하늘을 날아다니는 기분 떨어지지 않도록. 94년 목감기가 예상되니 찬바람 맞지 않도록. [돼지띠] 47년 눈치가 빨라야 절에 가서도 새우젓 얻어먹는다. 59년 손바닥으로 하늘은 가려지지 않는다. 71년 우물에서 바라본 하늘은 선망의 대상일 뿐. 83년 반려동물을 키우려면 자금계획을. 95년 한 번 속으면 남 탓 두 번 속으면 본인 탓.

2025-02-04 04:00:07 메트로신문 기자
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[김상회의 사계] 자신의 장점을 안다면

명리학에서 사주를 알아야 한다고 말하는 건 자기 자신이 어떤 사람인지 알아야 한다는 말이다. 자기가 어떤 사람인지 아는 게 왜 중요한지 잘 보여주는 사례가 있다. 야심 있는 표정의 젊은 직장인이 자리에서 밀려날 것 같아 불안하다며 찾아온 적이 있었다. 그는 성공하겠다는 일념으로 학교 때는 최우수 성적을 열심히 만들었고 졸업한 뒤에는 대기업에 취직했다. 회사에서는 기를 쓰고 노력해서 최고 엘리트들이 모이는 기획실에 들어갔다. 기획실에 어렵게 들어갔고 일도 열심히 했는데 이상할 정도로 실적이 나오지 않았다. 본인은 그 이유를 모르겠다고 했지만 필자는 사주를 보니 한눈에 보였다. 자기가 어떤 사람인지 모르고 애먼 곳에서 힘을 쓰고 있었다. 그는 토土가 눈에 띄게 많았다. 토가 많은 사주는 사회성이 좋다. 사람을 사귀는 친화력이 좋고 상대방이 원하는 게 뭔지 직감적으로 알아내는 센스가 있다. 사회성이 좋아서 누구를 만나도 척지지 않고 좋은 관계를 유지한다. 당연히 친구도 많고 따르는 사람도 많다. 이런 사람과 기획실의 궁합은 어떨까. 몸에 맞지 않는 불편한 옷을 입고 억지로 웃고 있는 꼴이다. 본인이 어떤 기질이 장점이고 단점인지 알았다면 기획실로 가지 않았을 것이다. 그냥 남들이 좋다고 하는 부서로 기를 쓰고 달려갔으니 업무 실적이 좋을 수 없다. 사주 기질을 바탕으로 분석해서 부서를 옮기는 게 어떻겠냐고 권했다. 그는 몇 달 뒤에 마케팅 부서로 보직을 변경했다고 알려왔다. 그리고 1년이 뒤에는 제품 기획이 성공해서 인센티브를 받았다고 기뻐했다. 성공하기 위해 자신을 좀 더 알고 노력할 때 더 가깝게 다가갈 수 있다. 사주에 나타난 기질이 어떠한지를 알면 계획이 현실과 더 가까울 수가 있다.

2025-02-04 04:00:05 메트로신문 기자
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"OpenAI also shaken"... Is the AI industry shifting to 'open-source'?

OpenAI has officially suggested the possibility of shifting its "AI model development strategy," signaling a potential shift in the AI industry, which has traditionally adhered to the development of closed AI models. According to the information technology (IT) industry on the 3rd, Sam Altman, CEO of OpenAI, recently mentioned during a Reddit "Ask Me Anything" (AMA) session, "We were on the wrong side of history regarding open source" and added, "Personally, I believe there is a need to create a different form of open-source strategy." Kevin Weil, OpenAI's Chief Product Officer (CPO), also stated, "We are considering the possibility of open-sourcing older models," officially confirming OpenAI's shift away from its previous closed-source strategy. In fact, on the 31st (local time), OpenAI released a lightweight version of its inference AI model, 'o3 Mini,' for free. The 'o3 Mini' offers excellent performance in the fields of mathematics, science, and coding, boasting faster response times and higher cost-efficiency than its predecessor, the 'o1.' According to OpenAI, despite its low costs—$0.55 per million input tokens and $4.40 per million output tokens—the 'o3 Mini' maintains top-tier inference capabilities. This move is widely believed to be influenced by the Chinese AI startup DeepSeek. Recently, DeepSeek made a significant impact on the AI industry by unveiling its ultra-low-cost, high-performance AI model, 'R1.' The model's ability to achieve GPT-4 level performance at a fraction of the cost has introduced a new paradigm for AI model development. In fact, the AI model 'R1' developed by DeepSeek has been praised by executives from major U.S. tech companies such as OpenAI, Microsoft, and Apple for its 'low-cost, high-efficiency' innovation. Even Silicon Valley's prominent venture capitalist, Marc Andreessen, called it "one of the most amazing and impressive innovations I have ever seen" and referred to it as the "Sputnik moment" of the AI field. The term "Sputnik moment" refers to the moment when a leading nation in technology is shocked by an unexpected challenge from a latecomer, originating from the 1957 event when the Soviet Union launched the satellite 'Sputnik 1' before the United States. However, Sam Altman, CEO of OpenAI, mentioned in an online meeting last year that "the o3 Mini will be released by the end of January 2025, and soon after, the o3 will also be made public." Therefore, this release was part of the scheduled plan, and DeepSeek's emergence may not be the direct cause. Nonetheless, there are analyses in the global AI industry suggesting that the launch of o3 Mini is closely related to the "DeepSeek shock." U.S. IT media outlet TechCrunch analyzed, "OpenAI's decision to expand access to high-end AI models while securing a competitive edge over DeepSeek reflects a strategic move." Until now, companies like OpenAI and Google have dominated the market based on closed AI models. They developed AI models by investing astronomical capital and leveraging exclusive data. However, challengers like DeepSeek and Meta have been introducing open-source models, quickly improving AI performance and expanding their influence in the market. As a result, the future of the AI industry is expected to be significantly shaped by the competition between open-source and closed models. The industry anticipates that if the efficiency of open-source models is proven, even latecomers could develop high-performance AI with relatively lower costs. On the other hand, if closed models continue to maintain dominance, there is concern that the AI market could become entrenched in a structure dominated by a few large corporations. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-03 16:12:29 메트로신문 기자
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Global automakers break through crisis with new electric vehicles… Launches of Ioniq 9, EX30, and more follow.

Global automakers are set to unveil new electric vehicles after the Lunar New Year holiday. Amidst the stagnation of the domestic electric vehicle market, which is facing issues with charging infrastructure and safety, the launch of new cars with various price points and safety features aims to turn the tide. According to industry sources on the 3rd, Hyundai Motor Company is starting pre-orders for its first large electric SUV, the Ioniq 9, on this day. The Ioniq 9, the flagship model of Hyundai’s electric vehicle brand Ioniq, maximizes interior space with the class-leading wheelbase based on the E-GMP platform. It is equipped with a 110.3 kWh battery, achieving a driving range of over 500 km on a single charge for all models, offering excellent value and an enhanced electric vehicle experience for customers. The sales prices for the Ioniq 9 are as follows: 7-seater: ▲Exclusive: 67.15 million won ▲Prestige: 73.15 million won ▲Calligraphy: 77.92 million won, 6-seater: ▲Exclusive: 69.03 million won ▲Prestige: 74.64 million won ▲Calligraphy: 79.41 million won With the application of electric vehicle purchase subsidies, the actual purchase price of the Ioniq 9 is expected to be even lower. For the 7-seater base trim, it is likely that customers will be able to purchase the Ioniq 9 starting in the mid-60 million won range. Volvo Car Korea is also lowering the price of the next-generation premium all-electric SUV, the Volvo EX30, by up to 3.33 million won to enhance customer benefits in the Korean market, and will begin full-scale deliveries in February. The EX30 is a premium electric SUV designed with the philosophy of "making people's lives safer, more convenient, and more enjoyable." It is built to offer a flagship-level user experience while driving the popularization of premium electric vehicles. The model had a successful global debut last year, with approximately 100,000 units (98,065) sold, starting in certain countries. In the European market alone, it sold 78,032 units, quickly securing the top spot in premium electric vehicle sales and establishing a dominant presence. In Korea, the Volvo EX30 will be launched with a rear-wheel drive single motor extended range powertrain, offering 272 horsepower and the ability to accelerate from 0 to 100 km/h in just 5.3 seconds. It will be available in two trims, Core and Ultra, depending on the interior, exterior, and some convenience features. The vehicle is equipped with Volvo's advanced safety technologies, including the new driver warning system and "Safety Space Technology," as well as the next-generation "Park Pilot Assist," which allows for parking with simple 3D interface screen controls. To make the next-generation premium electric vehicle experience accessible to domestic customers, the official price has been proactively reduced by up to 3.33 million won, offering the lowest price globally. As a result, the EX30 Core trim is priced at 47.55 million won (down from the previous 49.45 million won, a reduction of 1.9 million won), and the Ultra trim is priced at 51.83 million won (down from the previous 55.16 million won, a reduction of 3.33 million won). With the application of government and local subsidies for electric vehicles, it is expected that customers will be able to purchase the vehicle in the low 40 million won range. Meanwhile, Kia is expected to launch its EV series, including the compact electric sedan 'EV4' and the globally targeted 'EV5,' starting in the first half of the year. The EV4 will be Kia's second mass-market electric vehicle, built on the E-GMP platform. KG Mobility plans to target the electric pickup truck market. The company will launch the "Musso" integrated pickup brand and has confirmed the name of its first electric pickup truck as the "Musso EV." The Musso EV is scheduled for release in the first quarter of this year. Meanwhile, Korean GM plans to release the Chevrolet Equinox EV. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-03 15:51:39 메트로신문 기자
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Cement: Will domestic shipments fall below 40 million tons?… Growing sense of 'crisis' sets in.

This year, there is growing concern that domestic cement shipments could fall below 40 million tons (t). The situation surrounding the cement industry is worsening, driven by the ongoing slump in the housing market, financial difficulties faced by small and medium-sized construction companies, and the overall domestic economic downturn. A "below 40 million tons annually" scenario would mean that domestic shipments would return to the level seen in 1990. According to the Korea Cement Association on the 3rd, last year's domestic cement shipments amounted to 43.595 million tons, a decrease of over 10% compared to the previous year's 50.237 million tons. Since the 1990s, domestic cement shipments have exceeded 60 million tons in 1996 and 1997. Although shipments have declined somewhat, they remained above 50 million tons from 2015 to 2018. An industry insider commented, "With mid-sized construction companies like Shin Dong-A Construction filing for corporate rehabilitation and the growing crisis among small and medium-sized construction firms, the mood in the construction industry, which is the main customer for cement, is significantly depressed. This could lead to a sharp drop in overall cement demand, which is the biggest concern." The insider added, "Furthermore, environmental regulations are becoming increasingly strict, requiring cement companies to invest more in eco-friendly initiatives, making this year’s business conditions very challenging." Jeon Geun-sik, who was appointed as the 31st President of the Korea Cement Association at the beginning of this year as the CEO of Hanil Cement, expressed concerns in his inauguration speech, stating, "This year, due to the downturn in the upstream industries, domestic cement shipments are likely to hit their lowest level in 35 years, since the early 1990s." He added, "With increasingly strict environmental regulations and rising manufacturing costs, the cement industry is facing a crisis like never before." In reality, the housing market, which is the most representative upstream industry for cement, is in a situation where high expectations for this year are difficult to hold. According to the "2025 Housing Market Outlook" report released earlier by the Housing Industry Research Institute, the number of housing units completed this year is expected to be 332,000, a significant decrease from last year's estimated 440,000 units. The average from 2017 to 2021 was 523,000 units. The expected number of housing starts this year is 300,000, which is slightly higher than last year's 260,000 units. However, this is still a substantial decline compared to the average of 521,000 units from 2017 to 2021. In the "Construction Trends Briefing" released last month, the Korea Construction Industry Research Institute stated, "The likelihood of a sharp interest rate cut is low, and real estate regulations remain in place, meaning the housing market will need more time to recover." It also forecasted, "This year's budget for SOC (social overhead capital) has been set at 25.5 trillion won, a 3.6% decrease from last year, which will further shrink the public construction market, leading to a deepening shortage of construction projects." According to the Cement Association, its member companies invested a total of 607.6 billion won in facility investments for environmental improvements last year. This investment has gradually increased from 342.9 billion won in 2020 to 422.6 billion won in 2021, 446.9 billion won in 2022, and 568.3 billion won in 2023. However, if cement companies are required to install additional nitrogen oxide reduction equipment (SCR) to effectively reduce exhaust gases, the investment costs will rise further, deepening their concerns. The worry is growing, as the management conditions are already difficult, and the increasing investment costs are adding to the burden. On a somewhat positive note, the price of bituminous coal (based on 5750 kcal/kg in Northeast Asia), which accounts for the largest portion of cement production costs, has dropped from its peak of $295 per ton in March 2022 to $99 per ton by the end of January. However, this benefit is somewhat offset by the depreciation of the Korean won (rise in the value of the dollar). An industry insider expressed concern, saying, "The total production capacity of major cement companies exceeds 60 million tons annually. However, if domestic shipments fall below 40 million tons, no matter how much production is reduced, inventory will inevitably pile up. This could lead to a series of negative effects, such as falling cement prices and worsening business conditions." The insider further noted that exporting the excess volume and competing with low-cost Chinese cement is not an easy task. Last year, the total cement export volume was only 598,000 tons, which accounts for just 1.4% of domestic shipments. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-03 15:41:30 메트로신문 기자
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[김소형의 본초 테라피] 여성은 물론이고 남성에게도 좋은 '율무

요즘처럼 날이 추울 때에는 저절로 따뜻한 아메리카노 생각이 나곤 한다. 물론 커피도 나쁘지 않지만 건강을 생각한다면 차에 좀 더 관심을 기울이는 게 좋다. 종류에 따라 다양한 맛과 효능이 다른 차는 두말할 나위 없는 건강 지킴이다. 특히 고소한 맛이 일품인, 한 잔만 마셔도 속이 든든해지는, 건강에도 좋은 '율무'차는 겨울과 가장 잘 어울리는 차 중 하나다. 율무의 주산지는 우리나라를 비롯하여 중국과 일본, 동남아시아 지역으로 중국 후한 시대부터 재배되었다는 기록이 있을 만큼 오래전부터 아시아 지역에서 키워져 왔다. 흔히들 율무라 하면 밥이나 죽, 차, 과자 등의 재료로만 알고 있는데 한의학 쪽에서는 그 효능을 일찍이 알아보고 약재로도 활용했다. 껍질을 벗긴 율무는 의이인(薏苡仁)이라는 본초명을 가지고 있는데, 비위를 튼튼하게 하는 것은 물론 소변을 잘 배출시켜 열을 내리고 고름을 빼내는 등의 효능을 가지고 있다. 그 안에 담긴 영양소만 보더라도 율무의 가치는 충분히 인정할 만하다. 건강에 좋은 곡물로 익히 알려진 현미와 비교하더라도 식이섬유의 함량은 모자람이 없으며 단백질은 더욱 풍부하게 들어있다. 그래서 근래 들어 다이어트에 관심이 많은 이들에게 관심이 높아지고 있다. 피부 미용에도 좋은 게 율무다. 곧 봄이 되면 야외 활동이 늘어나는데 따가운 햇볕에 피부 까맣게 탈까 봐 고민도 함께 늘어난다. 율무는 멜라닌의 침착을 완화하여 피부 톤을 환하게 유지시켜준다. 강한 햇볕 때문에 피부가 칙칙해지거나 기미, 잡티 등이 늘었다면 율무 가루를 물이나 꿀에 개어 팩으로 활용하면 도움을 받을 수 있다. 다이어트, 피부 미용에 좋은 율무라 여성들에게 인기가 높은 반면 "율무는 먹으면 정력이 감소된다."라는 소문 때문에 일부 남성들은 율무를 기피하기도 한다. 이는 근거 없는 낭설로 오히려 율무에는 근육 성장과 정력 강화에 도움이 되는 필수 아미노산과 비타민 B군이 풍부히 함유돼 있으므로 안심하고 율무와 친해질 필요가 있다.

2025-02-03 05:38:00 메트로신문 기자
기사사진
[김상회의 사계] 행운은 어디에(1)

행복과 행운은 비슷하면서도 다르다. 행복은 분수의 기본값이 되는 분모와 같은 느낌이라면 행운은 생길 수도 있고 생기지 않을 수도 있는 상황 따라 변동성이 커 보이기 때문이다. 즉 행운은 뭔가 인생 행복의 보너스 같은 느낌이다. 10년도 훨씬 전에 필자는 '행운을 부르는 특급비결'이라는 저서를 발간했다. 때때로 심오한 전문적 해석과 통변의 묘가 필수적인 사주 감명에 비하면 남녀노소 누구에게라도 적용되는 좋은 기운을 유발하는 생활의 팁을 가볍게 서술한 저서다. 여기에는 공통된 관습적 행동 양식이나 집단의식을 공유하는 한국인들에게 특화된 것이기도 하지만 기본적인 생활 풍수나 동북아 특유의 문화배경이 그 근간이 될 것이다. 어려서부터 우리의 할머니 어머니들로부터 알게 모르게 보고 들어온 통념이자 관습적 사고를 함축하고 있는 것들이다. 개운의 시작은 잠을 잘 자는 것으로부터 시작한다는 것은 충분히 역학적 견지에서 천살방향을 피하라지만, 화장실이나 문쪽으로 머리를 두지 말라는 것은 생활 풍수적으로도 참고할 만하다. 다만 화장실 쪽 벽면에 붙박이장이나 장롱 같은 큰 가구가 배치되어 있다면 그것은 또 괜찮게 본다. 현관에 들어서면서 마주 보이는 곳에 거울을 배치하지 말라는 것도 문을 통해 들어오는 좋은 기운이 거울에 반사되어 나간다는 이유인데, 이는 과학적 근거보다는 사람들의 의식 속에 잠재된 거울의 반사작용이 입력된 까닭으로 본다. 이른바 집단 무의식이 생활 풍수로 자리 잡은 것으로 필자는 본다. 그러나 사람들은 마음의 힘을 무시할 수 없다. 여러 사람이 비슷한 마음을 가지면 힘을 가지게 된다. 그 의식이 마음에 한 번 자리 잡게 되면 과학적 근거가 없더라도 강단이 강한 사람이 아니라면 영향을 받지 않을 도리가 없다.

2025-02-03 04:00:12 메트로신문 기자
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[오늘의 운세] 2025년 02월 03일 월요일

[오늘의 운세] 2025년 02월 03일 월요일 [쥐띠] 36년 공로를 인정받아 명예를 얻는다. 48년 좋은 일을 자랑 마라. 60년 흰색이 행운을 주니 소품이라도 몸에 지녀보자, 72년 모난 돌이 정 맞는 법이니 오늘은 한발도 나서지 마라. 84년 고목에 꽃이 피니 좋은 일이 있겠다. [소띠] 37년 숨어 있는 낭비를 줄이고 긴축재정. 49년 자존심만 내세우면 적이 많이 생긴다. 61년 지나온 세월이 허망하기만 하다. 73년 어제까지 과거이니 마음 비우고 힘찬 각오로. 85년 소화가 안 된다면 건강검진을 받아보라. [호랑이띠] 38년 찬란한 태양이 나를 위해 비춘다. 50년 주저하지 말고 적극적으로 행동. 62년 바람이 불어대니 마음 둘 곳을 모르겠다. 74년 새로운 기회와 인맥으로 한 단계 상승된다. 86년 하늘은 맑고 공기도 좋으니 마음이 편안. [토끼띠] 39년 사람을 믿는 것이 가장 큰 자산. 51년 격한 언쟁은 서로에게 피해만 줄 뿐. 63년 가정의 화목을 우선시 한눈팔지 마라. 75년 성공은 좀 시간이 있어야 한다. 87년 고생한 만큼 성과가 좋고 원하던 일이 이루어진다. [용띠] 40년 약간의 먹구름은 무시해야. 52년 아무리 천재라도 노력은 필요. 64년 남의 의견에 좌우되지 말고 주관을 가져라. 76년 식당에 가서 반찬 투정하려거든 직접 해서 먹든가. 88년 신선놀음에 도낏자루 썩는 줄 모르고 지냄. [뱀띠] 41년 그물에 갇힌 고기처럼 답답한 하루. 53년 기다리던 문서를 잘 살펴서 실수가 없도록. 65년 눈 건강이 염려되니 안과를 방문. 77년 보이는 양보다는 질을 따지고 물건을 구입. 89년 밖에는 전쟁터이니 투자는 신중하게. [말띠] 42년 호사다마라 했으니 힘내도록 해야. 54년 하룻강아지 범 무서운 줄 모르고 덤비다 낭패 본다. 66년 자신을 격려하라. 78년 꾸준히 일하다 보니 저축이 되고 세상은 아름답다. 90년 마음을 편안하게 가지면 세상이 아름답다. [양띠] 43년 운이 호전되어 금전이 따르는 하루. 55년 가까이 있는 사람을 소중히 여겨라. 67년 오늘의 불운을 어제의 교만이다. 79년 친구들과 노느라 늦도록 시간 가는 줄 모른다. 91년 진실이 항상 옳은 것은 아니니 포용이 필요. [원숭이띠] 44년 손톱 밑에 가시가 박히니 신경 쓰인다. 56년 주변의 무관심으로 오히려 편하다. 68년 잔소리하는 배우자가 제일이다. 80년 분실 수가 있으니 사람 많은 곳에서 주의. 92년 자신의 노후를 위해 연금보험 가입을 고려해야 하니. [닭띠] 45년 토끼의 덫에 걸리는 상황이니 매매할 때 특히 조심을. 57년 유혹이 많으니 절제를. 69년 하늘이 무너져도 솟아날 구멍이 있다. 81년 시시비비를 가리다 내 실수도 튀어나온다. 93년 문서 운이 있으니 부동산거래가 순조롭다. [개띠] 46년 죽은 나무를 보살피고 있는 것은 아닌지. 58년 온종일 교통안전에 유의를. 70년 산토끼 잡으려다 집토끼 놓칠 수 있으니 주의. 82년 진정한 실력이 있으면 나도 모르게 마음도 너그러워진다. 94년 감개무량(感慨無量)한 하루. [돼지띠] 47년 여러 사람의 충고는 수용하는 것이 신상에 좋다. 59년 작은 성과는 있으나 만족하지 못한다. 71년 하나를 뿌리고 두 개를 얻는 날. 83년 값싼 것이 갈치자반으로 싼 게 비지떡. 95년 아는 것도 없이 남을 무시하다가 큰코다치니.

2025-02-03 04:00:09 메트로신문 기자
기사사진
"The Miracle of Semiconductors" Samsung overtaken by SK for the first time... What will be the breakthrough this year?

Global semiconductor giant Samsung Electronics lost its throne to SK hynix for the first time last year. The fierce competition was largely influenced by the rapid growth of high-bandwidth memory (HBM) demand, driven by the expanding AI market. With attention now focused on how Samsung will overcome this challenge, there is growing expectation that an increase in HBM product share and the emergence of "DeepSeek" could serve as key momentum. ◆ SK hynix surpasses 8 trillion won in operating profit. According to Samsung Electronics on the 2nd, the revenue of its Device Solutions (DS) division, which oversees the semiconductor business, was 30.1 trillion won in the fourth quarter, with memory sales accounting for 23 trillion won. However, its operating profit was only 2.9 trillion won. The annual operating profit was 15.1 trillion won. In contrast, rival SK hynix surpassed Samsung Electronics with record-breaking results both in the fourth quarter and for the entire year. SK hynix's fourth-quarter operating profit was 8.08 trillion won, and its annual revenue reached 66 trillion won, with an operating profit of 23.39 trillion won. SK hynix’s annual operating profit was more than 8 trillion won higher than Samsung Electronics'. The key factor that determined the outcome of the semiconductor business last year was HBM. SK hynix has virtually monopolized the supply of HBM to companies like NVIDIA, and with the expansion of the AI market, demand for HBM surged, leading to strong performance. In the fourth quarter, 40% of its revenue came from HBM. SK hynix is expected to continue this momentum, with HBM shipments already sold out for this year. On the other hand, Samsung Electronics, which has a lower contribution from HBM, did not achieve the expected results. Additionally, the company struggled with a demand slump in general-purpose memory and faced challenges from low-priced products from China. Despite recording the highest-ever revenue in the fourth quarter, its operating profit slightly decreased compared to the previous quarter. ◆ Samsung to double HBM supply… 'Timely development of HBM4' Samsung Electronics is expected to focus on expanding its HBM supply in order to take the lead in the semiconductor business. This year, it plans to supply HBM3E to NVIDIA and will need to address challenges such as ▲timely development of HBM4 and ▲countering competitors, including those from China. On the 31st, Bloomberg reported, citing anonymous sources, that Samsung Electronics obtained approval from NVIDIA to supply HBM3E 8-layer memory last month. However, this possibility is considered low, as Samsung had indicated that HBM revenue would actually decrease in the first quarter of this year due to a temporary demand gap. Analysts believe that if Samsung were to supply HBM3E to NVIDIA, there would be no such demand gap. Despite this, Samsung plans to directly confront the crisis by flexibly producing legacy (older) DRAM and focusing on the high-value HBM production. Samsung stated, "Customer demand will rapidly shift from HBM3E 8-layer to 12-layer after the second quarter of this year," adding, "We plan to double the HBM supply compared to last year to meet customer demand." It further revealed, "For 16-layer products, we have created samples and delivered them to major customers." At the same time, Samsung is redesigning HBM3E and pushing forward with the development of HBM4. ◆ DeepSeek 'positive outlook' possible... Urgent need for 52-hour workweek regulation. In addition, there is analysis suggesting that the shock from the Chinese AI startup "DeepSeek" could work as a positive for Samsung Electronics. While U.S. AI companies use NVIDIA's high-cost, high-performance GPU H100, DeepSeek developed its product in just two months using around 2,000 relatively low-performance H800 chips. This has raised the possibility in the AI industry that high-performance GPUs from NVIDIA may not always be necessary. As a result, the introduction of new technology could lead to shifts in the industry ecosystem, which may present long-term opportunities for Samsung Electronics in the AI market. On the 31st, Samsung Electronics commented during a conference call regarding DeepSeek, stating, "There will be both long-term opportunities and short-term risks in the market." They also noted, "As we supply HBM, which is needed for GPUs, to various customers, we are monitoring the situation considering different scenarios." Meanwhile, the potential abolition of the 52-hour workweek regulation in the domestic semiconductor industry is also seen as a positive factor. There are suggestions that lifting the work-hour restrictions would be necessary to outpace Chinese companies and strengthen semiconductor competitiveness. Delays in deliveries due to work-hour regulations have been reported as a common issue. The industry believes that the fastest way to lift the regulations would be to introduce special provisions for semiconductor law currently under discussion in the National Assembly. If economic compensation for worker rights protection and health safeguards are also established, it is believed that this would significantly contribute to enhancing medium- to long-term semiconductor competitiveness. ChatGPT를 사용하여 번역한 기사입니다.

2025-02-02 16:54:18 메트로신문 기자