메트로人 머니 산업 IT·과학 정치&정책 생활경제 사회 에듀&JOB 기획연재 오피니언 라이프 CEO와칭 플러스
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기사사진
美 LA 산불 4건 동시 발생 '비상사태' 선언…최소 2명 사망

미국 서부의 로스앤젤레스(LA)의 해안가에서 난 산불에 더해 주변 지역에서 3건의 산불이 동시 발생하면서 지금까지 최소 2명이 사망하고, 수만 명이 대피한 것으로 나타났다. 8일(현지 시각) 로이터통신 등 외신에 따르면 전날 오전 LA 해안가 부촌 지역인 퍼시픽 팰리세이즈 지역에서 발생한 산불은 '악마의 바람'으로 불리는 국지성 돌풍, '산타아나'로 인해 통제 불능 수준으로 확산했다. 퍼시픽 팰리세이즈에서 난 불은 옆 마을인 말리부와 벤투라까지 번졌다. 대피하려는 사람이 몰리면서 도로는 차로 막혔고, 일부 주민들은 차를 버리고 도보로 현장을 빠져나갔다. 또, 전날 밤 캘리포니아주 이튼과 허스트에 이어 이날 아침 우들리에서도 각각 산불이 나면서 LA와 그 주변 지역에는 모두 4건의 대형 산불이 동시에 발생했다. 외신들은 이튼 지역에서 발생한 산불로 2명이 사망했고, 임야 등 1만600 에이커(약 43㎢)가 불에 탔다고 전했다. 앤서니 마론 LA카운티 소방서장은 "간밤에 어둠과 강풍 여파로 진화 작업이 제대로 진행되지 못한 가운데 LA카운티 전역에 걸쳐 7만 명 이상에 대피령이 내려졌다"면서 "1000개 이상의 건물이 산불로 파괴됐다"고 말했다. 개빈 뉴섬 캘리포니아 주지사는 비상사태를 선언했다.

2025-01-09 09:13:09 원승일 기자
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Hyundai Steel Tackles Trump-era Tariff Risks with U.S. Steel Plant Construction

With poor domestic demand, Hyundai Steel's outlook for the fourth quarter is not promising, and concerns are growing that the sharp rise in the won-dollar exchange rate will negatively impact profitability. However, some analysts believe that performance could improve in the second half of the year, supported by strengthened regulations on imports of Chinese steel and the recovery of export profit margins for steel pipes. Hyundai Steel is currently focused on bottoming out and preparing for a market rebound. According to industry sources on January 8, Hyundai Steel's fourth-quarter performance is expected to be poor due to factors such as falling product prices and rising electricity costs. Analysts in the securities industry project Hyundai Steel's consolidated revenue to reach 5.8 trillion KRW and operating profit to be 833 billion KRW. Operating profit is expected to slightly miss the market forecast of 1.02 trillion KRW. Despite the end of the off-season in the third quarter, the continued sluggish demand for long steel products in the domestic market is expected to result in a total sales volume of 4.3 million tons, a 2.6% decrease compared to the previous year. While the average import price of Chinese iron ore stabilized at around $101 per ton in the fourth quarter of last year, there are widespread concerns that the high exchange rate will inevitably increase cost pressures. Considering the weakness in coking coal prices, Hyundai Steel's input cost for blast furnace raw materials in the first quarter is expected to be similar to that of the fourth quarter. In this situation, Hyundai Steel is actively preparing the groundwork for a rebound after the slump. The industry is focusing on the potential improvement in steel demand driven by China's economic stimulus measures, with some analysts presenting optimistic forecasts. Although the sluggish demand in the construction sector is expected to persist, some analysts believe that the margin will increase as the decline in raw material prices is expected to be greater than the drop in product prices. In the case of long steel products, rebar steelmakers announced they would temporarily suspend low-price supply to distributors, which has led to a rebound in distribution prices since the end of the year. Hyundai Steel is considering local investments in the U.S. to address uncertainties surrounding tariff policies ahead of the inauguration of President Donald Trump's second term. This move is part of the company's efforts to mitigate potential risks and ensure stability in its operations. Hyundai Steel is reportedly considering the construction of a steel plant in the U.S. capable of producing automotive steel plates. This move is seen as an effort to overcome trade barriers, such as the steel tariffs imposed by the Trump administration, and to supply Hyundai Motor Group's U.S. plants through local production. Hyundai Motor Group operates Kia's plant in Georgia and Hyundai's plant in Alabama. Additionally, the group is constructing a dedicated eco-friendly electric vehicle factory, MetaPlant America (HMGMA), in the Savannah area of Georgia. At the shareholders' meeting in March last year, Hyundai Steel CEO Seo Kang-hyun stated, "We are considering local production bases to respond to global protectionism," and "We are carefully analyzing the optimal regions to overcome trade barriers." In 2018, during the Trump administration's first term, the U.S. government introduced an import quota system instead of imposing tariffs on South Korean steel, allowing for an annual quota of 2.68 million tons. Under this system, steel exported from South Korea to the U.S. is subject to duty-free treatment up to the 2.68 million-ton limit. A Hyundai Steel representative stated, "This year, expectations for an improvement in the market are rising, as the demand for eco-friendly ships in the shipbuilding industry, a major steel consumer, is increasing." They continued, "In the construction sector, leading indicators such as orders and the area of new construction are expected to recover. Despite challenging circumstances, the company is continuing its efforts to focus on high-value-added products and build an optimal production and sales system." The representative added, "Thanks to these conditions, profitability is expected to improve compared to last year. However, since there hasn't been a significant increase in product prices, it is anticipated that profitability will not improve easily in the fourth quarter." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-08 16:18:01 메트로신문 기자
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Disappointing Performance in the Electronics Industry… Operating Profit Down 29.19% for Samsung and 80.5% for LG Electronics Compared to the Third Quarter

The home appliance industry has revealed a disappointing fourth-quarter performance. While both revenue and operating profit showed growth compared to 2023, which was impacted by the "three highs" (high inflation, high interest rates, and high exchange rates), there was a noticeable decline compared to the previous quarter. On January 8, Samsung Electronics and LG Electronics announced their preliminary results for the fourth quarter of 2024. Samsung Electronics reported consolidated revenue of 75 trillion KRW and operating profit of 6.5 trillion KRW, while LG Electronics posted revenue of 22.78 trillion KRW and operating profit of 1.46 trillion KRW. Both companies reported a sharp decline in operating profit compared to the third quarter. Samsung Electronics saw a 29.19% decrease in operating profit, falling from 9.18 trillion KRW in the previous quarter. Revenue also declined by 5.18% compared to the prior quarter. The main reason for the weak fourth-quarter performance is attributed to the downturn in the DS (Device Solutions) division, which handles Samsung's semiconductor business. Although Samsung did not disclose division-specific results in its preliminary earnings report, industry experts estimate that the operating profit for the DS division in the fourth quarter was in the mid-3 trillion KRW range, down from 3.9 trillion KRW in the previous quarter. LG Electronics reported an 80.5% drop in operating profit for the fourth quarter compared to 7.52 trillion KRW in the third quarter of 2023. However, its revenue grew by about 2%. On a positive note, LG Electronics achieved a record-high annual cumulative revenue of 87.74 trillion KRW in 2024, marking a 6.66% increase compared to 2023. This continues the streak of record-breaking annual revenues since 2021, with a compound annual growth rate (CAGR) exceeding 10%. LG Electronics attributed the decline in operating profit for the fourth quarter to the surge in international shipping rates caused by risks in the Middle East region and the uncertain business environment in the second half of 2024. Industry insiders also believe that intensified competition in key business areas such as TVs and home appliances, along with increased marketing costs and higher new business investment expenses in the Business Solutions (BS) division, were significant contributing factors. An LG Electronics representative stated, "We will focus on strengthening the fundamental competitiveness of our business, including quality and cost, while also striving to secure a healthy profit structure through the optimization of fixed costs." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-08 15:23:02 메트로신문 기자
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"From Trustworthiness to AI Agents"... Crowdworks Publishes '2025 AI Trend Report'

AI tech company Crowdworks announced on the 8th that it has published the "2025 AI Trend Report," forecasting new trends in the AI market for 2025. One of the key AI trends highlighted in the 2025 AI Trend Report is 'trustworthiness.' The report predicts that as the importance of reliable and responsible AI technology grows, the advancement of AI will be ethical and transparent. Securing trustworthiness is emphasized not as an option for businesses, but as a critical factor for long-term success. Governments of major countries, including South Korea, are expanding policies to enhance AI safety and trustworthiness, and companies are actively seeking strategies to build reliable AI systems, according to the report. The report identified "multimodal AI" as another key trend. Multimodal AI is a technology that processes and integrates various data formats, such as text, images, videos, and simulations. Crowdworks stated, "Multimodal AI will lead future technological advancements," and explained, "It has the potential to improve interactions with customers using rich datasets and offer high productivity in domain-specific applications." The company also projected that it will significantly contribute to driving organizational operations and research and development (R&D) innovation, enhancing efficiency, while also strengthening the contextual accuracy of AI models. The report also highlighted "autonomous AI agents" as another trend to watch. Autonomous AI agents are technologies that help process tasks with minimal human intervention. As a result, businesses are expected to redefine their operational methods and workforce management strategies through AI agents. It is particularly anticipated that AI agents will play a significant role in streamlining workflows and driving innovation across various industries, including customer service, product design, and field support. In addition, the report also highlighted the following AI trends to watch in 2025: ▲ the development of generative AI services, ▲ sustainable AI development, ▲ cybersecurity, ▲ changes within corporate organizations, and ▲ the commercialization and specialization of large language models (LLMs). Kim Woo-seung, CEO of Crowdworks, stated, "As AI's influence on daily life continues to grow, 2025 will be a crucial turning point for AI technology to make a new leap." He added, "Only companies that actively utilize AI and innovate their technologies will be able to maintain competitiveness in the changing market." Meanwhile, Crowdworks plans to launch an AI trustworthiness verification service within this year. This service will provide a comprehensive verification system, including automated assessments and red team operations, to help companies efficiently validate the trustworthiness of AI and gain practical insights. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-08 15:11:47 메트로신문 기자
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[CES2025] The World's Largest IT and Electronics Expo Kicks Off… Samsung and LG's Home AI Showdown

Dive in! The world's largest electronics and IT trade show, CES 2025, opened on January 7 (local time) in Las Vegas, USA. This year's CES, which will run until January 10, features over 4,500 companies from 160 countries, making it the largest event in its history. The organizer, the Consumer Technology Association (CTA), has set the theme for this year's CES as "Dive in." The core agenda is to "connect through technology, solve problems, discover new possibilities, and dive in." This year's CES is once again focused on artificial intelligence (AI). While last year's CES highlighted the potential and direction of AI technology, this year’s event showcases more concrete directions and the application of AI across vast areas, featuring vertical AI. Vertical AI refers to AI that has been customized and advanced from general-purpose AI models, such as large language models (LLMs), to perform specific functions. ◆AI Homes: Making My Home More Personalized… Samsung Electronics vs. LG Electronics Battle This year, both Samsung Electronics and LG Electronics set up massive booths at the main exhibition hall, the Las Vegas Convention Center (LVCC), showcasing the CES flagship theme of "Smart Homes." Smart homes refer to AIoT technology, which combines the Internet of Things (IoT) with artificial intelligence (AI), enabling efficient management and control of the entire home system. Samsung presented "Home AI," offering a highly personalized experience for users, while LG proposed a "holistic experience," where AI blurs the boundaries between physical spaces and virtual environments in everyday life. Ahead of the CES 2025 opening on January 6 (local time), Samsung Electronics held the "CES 2025 Samsung Press Conference" and unveiled its Home AI vision under the theme, "AI for All: Expanding Experiences and Innovation." Home AI, powered by the AIoT platform SmartThings, connects over 100 products within the SmartThings ecosystem, including Samsung products and those from more than 300 partner companies. This enhanced connectivity provides an AI experience that reflects all user data. By considering living arrangements, lifestyles, daily routines, work and leisure activities, space usage, and objects, it offers a highly personalized experience that distinguishes various situations and patterns. On this day, Samsung Electronics introduced SmartThings Ambient Sensing technology, based on spatial AI. Ambient Sensing uses connected devices to detect and analyze user patterns, movements, and surrounding sounds, summarizing home information or providing notifications and suggestions for actions when needed, ultimately enhancing comfort and convenience. Samsung plans to further enhance usability by incorporating its AI voice assistant, Bixby, into the overall Home AI experience in the future. As a hyper-connected and hyper-personalized Home AI system, strong security has been ensured using the security solution Samsung Knox. A Samsung Electronics representative explained, "Through blockchain technology, the connected devices are protected from security threats, safeguarding both data and each other. We will expand Samsung Knox Matrix to all Wi-Fi-enabled home appliances." On the same day, LG Electronics held its world premiere under the theme "Life's Good with Empathetic Intelligence" and presented its future vision. LG Electronics President Cho Joo-wan stated, "The seamless connection of products and services across various spaces in daily life is the differentiated customer value that empathetic intelligence can provide, setting it apart from other AI technologies." He added, "LG Electronics' ultimate goal is to create a holistic customer experience through empathetic intelligence, anytime and anywhere." CEO Cho identified key elements for realizing a holistic experience, including ▲connected devices, ▲competent AI agents, and ▲integrated services, and shared the company's efforts to secure these components. To implement these essential elements, LG Electronics acquired the global smart home platform company AtHome last year, securing a network of smart products reaching hundreds of millions worldwide. LG Electronics has also established connectivity with over 170 IoT device brands globally and plans to expand further. Additionally, the company is accelerating the development of LG Puron, which serves as the brain of the AI home system. LG Puron understands customers' situations and contexts in real-time and uses this information to control devices and services accordingly. LG Electronics plans to further advance and evolve its AI home technology through a strategic partnership with Microsoft. By combining Microsoft's AI technology with the products LG owns across various spaces—such as homes, vehicles, and commercial spaces—and leveraging the customer insights gained from these environments, LG aims to lead innovation and implement integrated empathetic intelligence services. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-07 16:18:23 메트로 기자
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Amid China's Dominance, K-Battery Market Share 'Shaken'... Diversifying Business Strategies for Counterattack

Amid the steady global increase in demand for EV batteries, South Korea's market share is declining due to the rapid growth of Chinese companies. Despite U.S. and European efforts to curb its influence, China is leveraging its domestic market to produce excess supply and expand sales to emerging markets. In response, South Korean battery manufacturers plan to focus on diversifying their business strategies, including the production of low-cost models and hybrid batteries. According to industry sources on January 7, the total battery usage in electric vehicles registered worldwide from January to November 2024 reached approximately 785.6 GWh, a 26.4% increase compared to the same period the previous year. During the same period, South Korea's top three battery manufacturers (LG Energy Solution, Samsung SDI, and SK On) saw growth in their global EV battery usage. However, their market share declined by 3.7 percentage points year-over-year, falling to 19.8%. In this context, South Korean companies are expected to enter the LFP (Lithium Iron Phosphate) battery market, which is dominated by Chinese manufacturers, to achieve tangible results. The growing exports of Chinese firms have made it increasingly challenging for South Korea's battery makers to compete with their NCM (Nickel, Cobalt, Manganese) batteries, which are their core products. Automakers such as Volkswagen, GM, and Hyundai Motor are reportedly expanding the use of LFP batteries in their mid- to low-priced vehicle lineups. LFP batteries are, on average, 20-30% cheaper than NCM-based ternary batteries. This cost advantage significantly enhances the price competitiveness of electric vehicles, making LFP batteries highly attractive in the market. China holds a dominant position in LFP battery-related patent filings. As of 2022, China accounted for 63% of all LFP-related patents, with 4,695 filings. It was followed by the United States (11%), Europe (9%), and South Korea, which holds approximately 10% of the share. In this context, South Korea is pursuing a strategy to secure its market position through qualitative competitiveness in patents and technological breakthroughs. With China's price advantage driven by low labor costs and access to raw materials, there is a growing consensus that domestic companies must focus on developing differentiated technologies to maintain their competitiveness. LG Energy Solution has signed a contract with Renault in France to supply pouch-type LFP batteries for electric vehicles. The agreement spans five years, starting at the end of 2025, and involves the supply of approximately 39 GWh of batteries—enough to produce around 590,000 pure electric vehicles. The batteries will be manufactured at LG Energy Solution's Poland plant and will be installed in Renault's next-generation EV models. Samsung SDI has begun developing LFP batteries for energy storage systems (ESS) with the goal of mass production by 2026. The company is particularly focusing on lightweighting LFP batteries to enhance its technological competitiveness. Meanwhile, SK On was the first among South Korea's top three battery manufacturers to unveil a prototype LFP battery for electric vehicles in March 2023, targeting mass production between 2026 and 2027. An industry insider stated, "LFP batteries have high price competitiveness, and demand is expected to steadily increase, particularly in the mid- to low-priced EV market." They added, "As the EV market expands, the proportion of the mid- to low-priced segment will inevitably grow, making it highly likely that the market share of LFP batteries will continue to increase." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-07 16:08:28 메트로 기자
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K-Shipbuilding Anticipates 'Supercycle Boom'… Accelerates Global Market Expansion

The domestic shipbuilding industry has officially entered a "supercycle," characterized by high demand and strong performance. Notably, the "Big Three" shipbuilders in South Korea—HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, and Samsung Heavy Industries—are raising expectations of achieving a collective profit for the first time in 13 years. This trend of profitability improvement is anticipated to continue this year. According to industry sources on January 7, South Korea's "Big Three" shipbuilders are expected to post a collective profit for the first time in 13 years, based on annual performance for last year. This marks their first joint profitability since 2011. Financial data provider FnGuide projects the combined revenue of HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, and Samsung Heavy Industries for 2023 to reach 45.64 trillion KRW. This represents a 24.3% increase compared to the previous year's 36.71 trillion KRW. Operating profits also saw significant growth during the same period. HD Korea Shipbuilding & Offshore Engineering is projected to record an operating profit of 1.42 trillion KRW for 2023, more than quadrupling its 2022 figure of 282.3 billion KRW. Hanwha Ocean and Samsung Heavy Industries are also estimated to achieve annual operating profits of 156.7 billion KRW and 474.7 billion KRW, respectively. An industry insider stated, "Revenue and operating profits have significantly increased as shipbuilders have begun delivering selectively secured orders." The upward trend in the performance of South Korea's shipbuilding industry is expected to continue this year. As the delivery of low-cost ships ordered before 2020 is completed, the industry is entering a period where the benefits of selective order-taking are being maximized. HD Korea Shipbuilding & Offshore Engineering secured $20.56 billion (approximately 30.24 trillion KRW) in orders last year, achieving 152.2% of its annual target of $13.5 billion. Samsung Heavy Industries recorded $7.3 billion (approximately 10.74 trillion KRW) in orders, reaching 75% of its $9.7 billion target. Hanwha Ocean also achieved an order intake of $8.86 billion (approximately 13 trillion KRW). HJ Shipbuilding & Construction achieved its highest-ever annual order volume last year. The company secured orders worth 1.75 trillion KRW in its shipbuilding division, marking a 150% increase compared to 2022 and a 300% increase compared to 2023. In addition, expectations for additional orders from countries such as the United States and India are growing this year. U.S. President-elect Donald Trump has mentioned the possibility of a shipbuilding alliance with ally South Korea. Amid these developments, Hanwha Ocean and HD Hyundai Heavy Industries are making their presence felt in the U.S. naval vessel maintenance, repair, and overhaul (MRO) market, where orders are expected to increase to around 10 ships this year. Hanwha Ocean became the first in South Korea to secure an MRO (Maintenance, Repair, and Overhaul) contract for U.S. Navy ships last year. The company won consecutive contracts for the MRO of two vessels, the USS Willi Shear and the USS Yukon, boosting expectations for additional orders in the future. HD Hyundai Heavy Industries, a rival in the specialized ship sector, is also gearing up to enter the MRO (Maintenance, Repair, and Overhaul) business in earnest starting this year. According to market research firm Mordor Intelligence, the global naval vessel MRO market is valued at approximately 85 trillion KRW, with the U.S. alone accounting for nearly 22 trillion KRW. Both Hanwha Ocean and HD Hyundai Heavy Industries completed preparations to enter the U.S. MRO market by signing a Master Ship Repair Agreement (MSRA) with the U.S. Navy Supply Systems Command in July last year. Additionally, key officials from the Indian government visited the facilities of South Korea's Big Three shipbuilders to discuss potential shipbuilding cooperation between the two countries. Recently, the Indian government announced its ambition to become one of the world's top five shipbuilding nations by 2047. As part of this goal, India plans to establish shipbuilding and maintenance clusters locally. The country aims to expand its fleet from the current 1,500 vessels to approximately 2,500 in the coming years. An industry insider stated, "The shipbuilding industry's large supercycle should have transitioned from an upturn to a downturn by now, but the prolonged Russia-Ukraine conflict has solidified energy trade flows, allowing shipbuilders to maintain an advantage in negotiations." They added, "In particular, South Korea's major shipbuilders have already secured 3 to 4 years' worth of orders, and with the strong dollar trend expected to persist, their performance is likely to continue its upward trajectory." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-07 16:02:23 메트로신문 기자
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"또 바이러스" 美 조류 인플루엔자 첫 사망자…"가장 위험한 형태"

미국에서 고병원성 조류 인플루엔자(H5N1) 감염자의 첫 사망 사례가 나왔다. 미 언론 매체는 "지금까지 우리가 본 것 중 가장 위험한 형태"라고 보도했다. 미 루이지애나주 보건부는 6일(현지시간) H5N1에 걸려 입원했던 환자가 사망했다고 발표했다. 이 사망자는 미 질병통제예방센터(CDC)가 지난달 중순 H5N1 감염자 가운데 처음으로 심각한 증세를 보인다고 했던 환자다. 65세가 넘었고, 기저질환이 있었던 사망자는 자택 뒷마당에서 기르던 가금류와 야생 조류에 노출된 뒤 H5N1에 걸린 것으로 전해졌다. 유전자 염기서열 분석 결과 이 환자를 감염시킨 H5N1 바이러스는 전국의 많은 낙농장과 가금류 농장에서 발견된 바이러스 버전과는 다른 것으로 나타났다. 이번 환자에게서 검출된 바이러스는 'D1.1'으로 이전에 미국의 젖소와 일부 가금류, 이와 접촉한 사람에게서 검출된 바이러스 'B3.13'과는 다른 유형이다. 미 질병통제예방센터에 따르면 지난해 미국에서는 H5N1 바이러스가 수백곳의 낙농장으로 확산됐고, 사람에게까지 전염돼 지난해 4월 이후 66명의 발병 사례가 보고됐다. 이번 첫 사망자가 나오기 전까지는 감염자 모두 경미한 증세를 보였다. 미 CNN 방송은 동물·조류 인플루엔자 생태학 권위자인 리처드 웹비 박사의 발언을 인용해 "이 바이러스의 계보를 25년 동안 연구해 왔는데 이것은 지금까지 우리가 본 것 중 가장 위험한 형태"라며 "이 바이러스가 마침내 치명적인 감염을 일으켰다는 사실은 놀랍지는 않다"고 보도했다.

2025-01-07 11:22:47 원승일 기자