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Title

Korean Industrial Insight No. 7 of AI, Semiconductors, Batteries and Electric vehicles in Chinese

Author

KH

Post Date

2024-10-02

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I. lHm?产业动


1D举sg攪͎OSZ术论坛h
-过q?护-

O电q举办g攪͎OSZ术论坛hiSamsung Security Tech Forum•SSTFjB该动Nߐ攪́C每N举办ꎟC为w术Ea产业E񋟗SZ术领ŐVZ术a趋势IB?论坛I题gGenAIISF过q?护hiSecurity with GenAI: Safeguarding the Future with Generative IntelligencejB
O电qDX门ȋZ术iCTOjAO??长i总فjSi勋i译jݒv欢?时?FglHq?s仅仅让们I变X֗C还给们I带创VI变BS领琥?CO电qI过ZlHq?aSZ术Cg变XSBh
O电qAO?S?隐团队执s总监ן过题讲对gAI时创XSEI战ahI?BOC还W?ŋߎ办IlHq?SZ术竞赛glHq?络战赛hiAIxCCjWIlHq?Sn统开发过aʁB
纽约wiNYUj计ZȊwBrendan Dolan-GavittA韩ȊwZ术?iKAISTj电?电qHma韩Y项ȋZwiPOSTECHj计ZHnp֓SZ术领I专Ɩ应进sq讲B
Brendan Dolan-Gavitt?CplHq?ˆȗLn检测RCA瑶ݐVI风险fBm?q꘢XSIEC这EC们?qU击Dy备ClHq?给I络S带变Bp֋构值M赖IlHq?I经验训B
NIZ术议请ݑSvS领w术议发?论I҉绍们IʁBOC还绍O?݈S领I动C?lHq?Z术iArtificial Inflation of Traffic•AITj检测aq护Z术BQ AIxCC Il员还进s组讨论B
O还L꘢S验BNC?҉ˆȑ验gplHq?ISZ术B?ҎQe种S验动C?gplHq?H查Q软ISR尝试进s?qU击B

2D SKTgOn-Device AIhZ术ݐEʐMs场认
-荣获2024NLeading Lights AwardsʼnlHq?应pė奖-
-过On-Device AI优连ځC?-

SK Telecomz进I AIilHq?jZ术ݑS动ʐM颁奖TgLeading Light Award 2024h获认B
gLeading Light AwardhR专门电M领IS?́gLight Readingh每N颁发给e领ʼn电M运营a务I奖项B
SK TelecomOn-Device AIIq??Z术ʓI发H쎧荣获gʼnlHq?应pėh奖B该奖项?创VplHq?络a终??AP电Ms业务质ʓI电M运营B
SK Telecom开发pOn-Device AI预测i时间ۉ产IZ术C󍪐预测结优T终???V间I连ڏ态B
SK Telecomݒq?调调풆їp轻级lHq??C确ۍݒq?稳运sC验证该?’过确ۈxI预测y确?q?ՁB
SK Telecom ?COn-Device AIIq??Z术I义ݘC?为PAI时q??I问题oIẃB?ʏ?电reʘa?d侧组ՕʓIw结NC则ˆȑ啝电rB

3D识别?鸡IAIZ术oI
-笼选y确达95%-

过lHq?iAIjZ术,ˆ识别s产?产?I鸡B帮农减轻饲?负SB
农U兴厅?plHq?Z术C动识别W?iW?带j动I鸡?CR?笼qWI鸡?ʁC敪产?鸡i产?0%ja产?鸡i产?ᘰ50%jB
ʗ说C鸡Q约L3%s产?产?I鸡B农U兴厅?C产?鸡总计ZC这异v每N389亿韩I饲?损B专Ɖˆ?检查鸡IՍCș异vCA这费时费钱B
?产Ȋw?Ƌ׌a组为񍂗L异혢̓I笼q识别y确xCݑ种鸡?环w习AI?Cȕ?够确识别鸡?BC们?够实?该Z术Cgs鸡?WI颜FAޗA驱动xȋy鸡?I颜FaIe响B
们还开发꘢络IMWi监测jn统C’过电脑电脑轻查笼qI异혢̈ȋy每笼qI产?ʁB养B场对该n统I评显C笼选y确达95%B
Q?现场I养B场?i译j?满Ғn说Fg?ʈ进该n统,ˆ轻筛选oL问题I鸡CL节约饲费农户经营?Bh
农U兴厅?产Ȋw??长?Fg过联Q?Z术发Ii动业C?gp该Z术Ii转让lHq??a关专C们sőw帮农B们还开݌发过获IlHq?w习MC为qd养B场Z术Iyo贡Bh

II.导产业动


1D值4.3亿韩IO电q导̋Z术IcOǔ푗N诉
-约4.3亿韩开发?IZ术ퟕICO-
-O执s?C长吴?ڑ检??S-
-调查Z术Ih?l资Iv-

ꖼ过ގO电q资亿韩开发IƊjS导̋Z术ݒ设资业IOǔߛڌ给检?关Bx认为C퓐Z术I经济值约为4.3亿韩B
10C尔x?厅产业Z术S调查组?CO涉违s产业Z术?tshs竞?tA渎职?CS?职O电qASKC͎m导̕门IOǛ?CȋyO电qOȌ员吴?ڌ检B
尔x?厅́C?两l涉2020N9过?n?资导̐s?ȋZLiC调韩导专ƁCIapO电q20纳级D-RAM储피导̍H艺步骤I关键Z术B
ퟕIIƊjSZ术导̍H顺aeHvIPRPi导̍H综书jAvAϐAi质构导̓IvfI标规iMTSi终标规ij导̊jSZ术B
xN2Eړ报CđO调查i调查jCݒn关l员I陈qaZ术资?C对?lIZna办进sJr查C继续W开调查B
??韩领I导̌iSCǁC认为韩导̍s业I权АlmC2015NݐV创办ȓIƔ导̌iC2018NVOv导̙询业务B
݊CO导̍HʓI尝试败?C获n?I资C2020N9ݒs?ȋZLiB
x认为C?离开i?CݍOƔ导̑关i󘸎询业务CƉ这ߍsBx还ߕߗ??ėL关Is?ȋZLi员HCȑ关ߖ对们进s调查B
们还调查韩jSZ术lˍݒCOI过Cۑ为Z术I?hl˓?C?l͔h关IĐl达30lB
xICO电q18纳级H开发费p约为2.3亿韩C20纳级H开发费p约为2亿韩CQZ术I经济值约为4.3亿韩B
l虑经济e响C实际损额难Ș计Bx调查该Z术进步RI?B
O为开发20纳级D-RAM1000l员CAs?ȋZLiݖvL进s这种开发过IvC?获O电q?NI专LZ术C进?圆产阶iB
gL开发O? D-RAM 经验I导̐C开发V D-RAM 导̒ʏ玊vlܔNI时间CVC这IB
s?ȋZLiN6开发o20纳级 D-RAMC󐳍ݒ产ʈ实现产CA调查V?CH暂◹运营BC퓐Z术带实质润B
ꖼx员?Cg们计划严i调查IZ术IV?Z术l员ȋy涉这ʔhl员Is为Bh

2D SK 过?导̒ᑧ贷获笔资

SKC͎m过?设I导̒ᑧ贷项筹W笔资B
ŋ߁CSKC͎mݓI22Ɣ导̌i产业银s?请g导设?资x别项ځh关I贷B这SKC͎m񎟒过该项筹W资B计C贷额达亿韩B
Z关lm?FgCSKC͎ml虑设?资ICߌ韩产业银s?请KvI资B每Ns过韩产业银s筹W资C认为V设项ړI贷VOgpIiXD,șr藘p这资Bh
为?zIg导̐态n统综x项ځhIꕔCꔼ导设?资x项ژ7启动BevC过ᑧ贷C营业2亿韩I资B对?iI优为0.81S?C对?业I优为1.21.5S?C񋟎s场ŒᗘB
寻资I导̌iʕsf?CSKC͎m为C关贷执s业绩预计?长B韩产业银śCB?9C该项ړI额ps为55%i1.1亿韩jB业I?VC该项ڐoȗC仅两I时间Ap?ꔼȏI额B
?时C韩产业银s长I锡勋V?v导̌i?举s议C进步讨论?强导竞́Boȉ议I导̑关i TelechipsABaekwang IndustrialAYCAFSTAHana MicronATechwingADongjin SemichemANext ChipaLB SemiconBI长?FglHq?iAIj对韩I经济A产业aЉ产e响C导̏rlHq?I败C们积极x导̊业C发挥L银sI带头pBh

3DO电qA现D车ic扩唼导̘a电r

O电q长镕?现D车W团长郑义V间I动옸导̘a电rd扩W软C备关B
两Ɗ业签IgZ术?ݍ业务协议hN时签IgHome to Car•Car to Homeh务协议ILB
N1C两ƌi签gHome to Car•Car to Homeh务协议C过SmartThings?现aN亚I联㤋D车务连ڋNC开发Vq?Ƌa动务ȋy综ƒ?Ǘ务B该协议CYSʒu验证rāgSmart Things FindhZ术B
ݏ业领CO电q?现D车W团g开W战I业对业iB2BjlHq?iAIj业务义dB
?CO电q举sIIFA 2024WgSmartThings ProhIgAI B2BhrāBSmartThingsB2Ci业对费ҁj领CSmartThings Pro则专为ZA业业q户񋟓IB2B综连ڕB
IFA 2024CO电qWgAI ApartmenthAgAI OfficehAgAI Store hagAI StayhlHq? B2B rāCݕs꘢I时间擾显IʁB
过CO电q负责现D车iSDV业务I꘢块C动ITOg动h转变为g间验hB SDV为g车轮Iq?hC现D车W团Nz2025N实现SDV转?hCo2026NS应pD车B
Vo签约仪Iv贤长݋N11IHMG议oӖD车gSW-diHWj别开发hI议C强调SWIdvBR该W团r?O电qݐM娱乐领iVjg荇C预计两ƌiݖID车继续؍B
s场调查业s财x业?tiFortune Business InsightsjZC车辆Ǘ软s场规͏NI275.5亿i36.7亿韩j?2032NI1165.6亿i155亿韩jB预计N?长19.8%CSD车aMZ术iITjiV间I竞a购预计XB
现D车W团计划车辆应pڌiAPIja软开发iSDKjCO电qݓCge种业务伙sˆȒ过开态n统IM娱乐n统Q?B为C现D车W团N㔼N开g2025 开发ґhCzSDKaSDV车载应ps场I计划CO开发҉’ڎQ?开发 g杀应phB
两Ɗ业I强强联s仅为确ۍݖD车s场I竞́C琥为ݍos场I两关键pFV间伙关nB1995NO电q进D车s场?C两Ɗ业?结CA2020N5C镕长a郑义长过ꎟӊOIʏd启B
?CO电qr薾N现D车应级M娱乐iIVIj处gExynos Auto V920hC O电选为现D车AN亚Iv伙BOSDIr蘸2026NNI7NC为现D车i销FI电动D车50辆电rB
许Elm认为C两ƌiV间I?电qa软领扩W导̘a电r领BA导̎C现D车W团2021N购现AutronI导业务C꒼开发优车载软I导́C?O电qICs仅ˆ确协应C还ˆ确稳I应㤁B

III. 电r产业动


1DՈ员对z驰g灾hW开现场调查

韩贸Ո员对?赛z-z驰i韩ji进s调查C该i涉ݑV贵I电动D车gpIᐬ?电rCApvL适m费ҁB
D车s业IC韩贸Ո员d?调查组10h调查l员Oʘ尔I?赛z-z驰韩总进s现场调查B
C韩贸Ո员Am萝n车场发I灾W开调查Cfz驰违标?Bz驰L电动车?gpőI电r宁时iCATLj产I电rBݐm萝车场涉yIEQE电动车?实际㐥pI另ƒ电rʏI产iBRz驰?ÑPmq户C?骗费ҁCL车?sz备CATLI电rB
2022NC?赛z-z驰发现ݑĖp车?C?纵̔r费Қ呴减r?C罚 202 亿韩B
时C这琥d?调查组2份VȗڎIlNČB贸Ո员VI优调查组Cȉ调查dvIČBd?调查组O?调查过jV线视频务iOTTja乐?̒O终?A?纵戏TČB

2DGx韩产电r销S份额为26.1%CGx?4.2%
-SNE Research́cїpLFPIv?CCATL-BYDI份额?-

NGxC韩O电rݑS电动D车电rs场I份额?GxL?B
10Cs场iSNE Research统计CGx电动D车电rs业s场规经测Z总销S额为262.96亿Co货为231GWhi犢时jB
销S额计ZIs场份额ŁCLG?r较Gxi16%j?14.7%CAێ񖼁BOSDI7.1%rlCSK On4.3%r܁B
OƌiI总份额GxI30.3%?GxI26.1%C?4.2%B
C业坚实Is场为础C进军COIxC续ێ?长势头B
CATLI份额29.8%?31.6%C继续ʋԎG亚?I份额11.1%?11.9%C继续ێOB
o货ʎs场份额ŁCCATLa亚?别35.9%a16.5%ʋaB两ƌiIs场份额计达52.4%B
C韩业CLG Energy Solution12.1%rOCOSDI4.3%r܁CSK On3.5%r攪BOi计s场份额为19.9%Bݏo货ʕʁC韩O业Is场份额计较GxI25.3%L?B
SNE Research?Fgv车业їpLFPI?C备稳I应㤘a规经济C电r业ILݏ㏡C导LFPs场I业IL珫继续㏡Bh

3DLG Energy SolutiongBattery A to ZhoBMTSViv
-Cv实时监T电r态-
-񋟑SʓI电rr-

LG Energy Solution开nBMTSi电rǗ̉rāj业务C󐄏oBMTSVivgB.aroundhB
25CLG?rĐzCBMTSz现LIBMSC综运p?计ZyAIZ术结IS诊fAމ/预测强?I软软S车辆iSDV•Software-Defined VehiclejIrē种?CLG?rēƗLIƓrāB
B.aroundLG Energy Solutions BMTS压?Z术竞͘aq户值?͓IW现BC??BMTS压?IZ术CݔCvs?实时监T电r态C񋟈SI电r验B
OC?B.aroundIgBe around your sidehI义样C?ܒ过贴终?费Ҙaq户C񋟍异Iq户值C񋟍ʼnI电rrāB
l们对电动D车Sgp关xI񍂁CBMS 备关C?ˆ监T电r电A电压axC帮电r实现ʼn?CNO发现C问题I?B
LG Energy SolutionsIBMTSIő别ݘC?种过?alHq?Z术级S诊fa/预测软应p现LBMSIrāB
实际IBMTSivB.around产inv为FBMS软iS诊fa报废/gp预测jrāGBMSdrāG软义车辆 (SDV) rāB
A软rĎC关键O诊f?o现I??类?C检查电rI򉻏态C对电r进sǗCg?够长NgpB
软rēI础C还񋟐进IBMSdrāC为q户񋟍异值BO还针对SDV优IrāB实CLG Energy Solutionsݒ过?ʓ导̌i开发SoCiSyetem-on-ChipjIZ术B
VCLG Energy Solutions?Fg们20N积ݓIBMS设计?́A8000项BMS关专ȋye种经验́C对现LBMS进s创V进Bh
实CLG Energy SolutionIBMTS130,000电r单a1,000块I经验开发IB?应p100,000辆电动D车CS诊f检测过90%C错误ᘰ1%C为业ōB
?这ꐬnI电rǗ?́CLG Energy Solutions开nD车q户销SB.aroundiv产iB

IV.V?D车产业动


1D现aN亚电动D车?D车评选为g?发动a动͌hV

现D车W团电动D车专p㓋载I动͌n统D车?评选为g?发动a动͌n统hVB
10C现D车W团zC电动D车专pE-GMP载I动͌n统D车?Wars Auto评选为g?发动a动͌n统hB
选pIʼn动͌n统现IIONIQ 5 NaN亚EV9 GT-Line动͌n统B
这现D车W团继2022NaNV?连续ON获该奖项B
现D车W团?CIONIQ 5 NaEV9I动͌n统oFI驾驶?Aꎟ?电I续qȋy进I驾驶关Z术󓞍D评B
1995 NȗCWardsAuto 每Ns评选o g?发动hC该奖项?为D车动总Z术领Igz卡hC2019 NC该奖项X为g?发动a动͌hB

2D现D车iog2025 Ioniq 5 NhcS7700韩

现D车o2025IONIQ 5 NC这?电动D车IVNx车?B
V?IONIQ 5Nݍ?电动D车专pzu?f顾q见IV?C񋟍X֏Ip车验I标y规iC񍂗适销B
现D车i进步优IONIQ 5 NIgN Drift OptimizerhCP监测车辆MI?C确车辆s为aH变YڏC该n统现݉’10选Y辅阶iC适s驾驶经验I驾驶ҁB
ޑ10阶ii专业͎jCőxn减车辆动态TiVDCj线调节驱动扭C为经验丰xI驾驶员񋟗XIYڎRxB
现D车i还IONIQ 5 NI拟换n统gN e-ShifthYg?记忆hag辅h?B
?记忆种车辆?许I发动转irpmjVO进s换时C储ߎs进s换CR?达许I发动转时进s换I?B辅?类RD车I发动动C–h?车辆݉?时CL证s驶稳B
现D车is仅现LINormalASportAN͎YN e-Shift?C还Eco͎YN e-Shift?C让您ݏL驾驶͎s?验驾驶乐BOCgpgN Launch Controlh?时C对拟响n统 N Active Sound PlusiNAS+j进sXCg关闭n终发o启动Ty备B
OC现D车还为Ioniq 5 N z备种标yzuCq?雾iIFSjiŽ动调节远CL?见xC时h??ʎIi产ῌjA步s锁i驾驶员gpq?钥离开车辆苗离?C车门动锁jA车厢I V2LAU动񎦕盘arS车?B
IONIQ 5 N单饰运sCJ环ۋD车ŝ优?S为7700韩B现D车i释说C实际购买i?XC̎r?an?I补贴B

3DglN电动D车费ғ诉?8?h

韩?众议员20zC过lNC电动D车关I费ғ诉?8?B
VC议员韩费?I显CNՈ员综ċSg1372费ҙ询Sh󗝗709N电动D车诉ČC?2019Ni82NjC?长8.64?B
BN8CI诉为549NCBNNC诉?预计较ܔNOL?B
2019NN8费ғ诉类?划C质ʑ关诉őC达856NCS?务iA/Sj诉i597Nja违Či375NjB
寻?济Č瘸2019NI5N?2023NI55NBNL15NČB
?电动D车L关I险?报ʘ2020NI101N减2021NI52Nē2022NI25NCA?转为㏡趋势CN达144NCNB8为226NB
议员?Fgm电动D车NΎ?C费ғI虑绪v涨CANj关nl责CI?规s?B们K须sؓw͍ю??C确电动车SBh

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