-

1. AI가 바꾸는 PC 판도…애플 뜨고 '빅3' 지고

📌 Summary

AI PCs are growing fast, and competition between Apple and big PC makers is getting stronger.

📌 Background

• Windows 10 support will end in October 2024, leading to many new PC purchases.
• AI PCs have special AI chips (NPU) that help with tasks like image generation and real-time translation.
• By 2026, AI PCs will grow by 30.6% and become a key factor in the PC industry.
• Apple is leading the AI PC market with its M-series chips, while Lenovo, HP, Dell, Samsung, and LG are joining the competition.

📌 Impact

✅ Industry

• AI PC growth will benefit semiconductor, software, and cloud companies.
• PC makers will focus more on AI features rather than just performance.
• Samsung and LG have a chance to increase their market share.

✅ Stock Market

• The stock prices of Apple, Lenovo, HP, and Dell may change a lot.
• Chipmakers like Nvidia, AMD, and Qualcomm may see higher profits.
• Microsoft may earn more as people upgrade to Windows 11.

✅ Economy/Finance

• More people and businesses will spend money on AI PCs.
• AI PCs will improve work efficiency.
• PC companies that do not adapt to AI may lose market share.

2. [단독] 조현범, 람보르기니 회장 만난다…한국타이어 슈퍼카 공략 '가속'

📌 Summary

Korea’s Hankook Tire CEO will meet Lamborghini’s CEO to discuss supplying tires for new models.

📌 Background

• Lamborghini’s CEO is visiting Korea in March to launch a new hybrid car.
• Hankook supplies racing tires for Lamborghini’s race cars but not for regular cars.
• Lamborghini sales in Korea are now higher than in Italy, making Korea an important market.
• Hankook is already supplying tires to Porsche, Audi RS, and BMW M series.

📌 Impact

✅ Industry

• If Hankook supplies Lamborghini’s regular cars, its brand will become stronger in the supercar market.
• More supercar brands may start working with Korean tire companies.
• Korean auto parts companies may also get more business opportunities.

✅ Stock Market

• Hankook Tire’s stock may rise if the deal is successful.
• It could gain an advantage over other tire companies.
• A deal with Lamborghini may positively affect other Korean auto parts stocks.

✅ Economy/Finance

• Korea’s high-performance tire and auto parts industry may grow.
• The supercar market in Korea could expand, increasing demand for premium car parts.
• More investment and development in the auto parts industry.

3. 선박엔진 장기유지보수 한화엔진, 첫 수주 낭보

📌 Summary

Hanwha Engine signed a 200-billion-won contract with Pan Ocean for ship engine maintenance.

📌 Background

• Hanwha bought HSD Engine in February 2023 to strengthen its position in ship engines.
• LTSA (Long-Term Service Agreement) is important for stable ship operations.
• More LNG and dual-fuel engines are being used, increasing demand for maintenance services.
• The shipbuilding industry is booming, helping Hanwha grow its business.

📌 Impact

✅ Industry

• Hanwha’s entry into the LTSA market will increase competition.
• More ships using LNG and dual-fuel engines will need maintenance.
• Shipping companies may sign more LTSA contracts for stable engine operation.

✅ Stock Market

• Hanwha Engine’s stock may rise due to this new contract.
• Pan Ocean may benefit from lower maintenance costs.
• Positive effects on shipbuilding and maintenance-related stocks.

✅ Economy/Finance

• Korea’s ship engine and maintenance industry will become stronger.
• More job opportunities in ship maintenance.
• Korea’s position in the global shipbuilding and shipping industry will improve.

1. [단독]매각 준비 롯데카드, 대출 부실 악재 터졌다

• As IFRS17 takes hold, insurers will need more capital, increasing fundraising activity in financial markets.
• Insurance premiums may rise as companies adjust pricing, adding financial burdens on consumers.
• Strong insurance capital is needed, attracting global investors and financial firms to the sector.

1. “구글 때문에 막대한 손해 발생했다”…AI 요약 기능이 불러온 소송전

📌 Summary
MarkVision used AI-powered IP protection to block 50.41 million counterfeit products and illegal content in 2024, accelerating global IP protection market growth.

📌 Background

• Counterfeit products and illegal content are increasing due to online shopping and e-commerce expansion.
• Traditional IP protection methods require a lot of human labor and have slow response times.
• MarkVision's "Mark AI" enables real-time detection and removal of fake products and illegal content.
• Global brands and content companies need stronger IP protection to secure their markets.

📌 Impact

✅ Industry

• The global IP protection market will grow, leading to more AI-based protection solutions.
• Fashion, beauty, content, and e-commerce companies will strengthen brand protection.
• Fewer counterfeit products will boost the legitimate market.

✅ Stock Market

• AI-based IP protection companies (like MarkVision) could see rising investment.
• Retailers and platforms that rely on counterfeit goods may face more regulations and risks.
• Stronger IP protection will benefit luxury and branded product companies (Nike, Louis Vuitton, etc.).

✅ Economy/Finance

• IP protection strengthens brand value, leading to higher company revenues.
• Crackdowns on illegal goods will expand the legitimate market and increase tax revenue.
• AI-driven legal and cybersecurity industries will grow faster.

📌 Summary
U.S. startup Perplexity plans to launch its own AI-powered web browser after gaining attention for its AI search engine. This move will intensify competition with major players like Google and Microsoft.

📌 Background

• Perplexity became known as a "Google alternative" with its AI-driven search engine.
• By the end of 2024, the company was valued at $9 billion (13 trillion KRW).
• It uses various AI models to provide accurate search results.
• The new AI browser aims to improve user experience and increase market share.

📌 Impact

✅ Industry

• Google and Microsoft will face stronger competition in the browser market.
• AI-powered search and browser technology will develop faster.
• Privacy concerns will grow, increasing demand for better data protection.

✅ Stock Market

• Perplexity’s value may increase as it enters the browser market.
• Google and Microsoft could see stock volatility due to new competition.
• Investors will pay more attention to AI technology companies.

✅ Economy/Finance

• More AI-powered search and browser services may emerge.
• The advertising market will change, creating new revenue models.
• Governments may introduce new data privacy regulations.

📌  Summary

SK Telecom and the K-AI Alliance will participate in MWC 2025 to help Korean AI startups expand globally.

📌  Background

• Global AI competition is increasing, pushing Korean companies to scale internationally.

📌 Impact

✅ Industry

• AI startups expanding globally will drive innovation in sectors like manufacturing and healthcare.

✅ Stock Market

• Rising investor interest in AI companies is expected.

✅ Economy/Finance

• While short-term effects may be minimal, long-term AI industry growth is anticipated.

[Key Terms]

Alliance – Companies collaborating for mutual growth.
MWC 2025 – The world’s largest mobile and tech event, a key opportunity for Korean AI startups to enter global markets.

3. '강남언니' 428억 투자 유치…글로벌·B2B 사업 확대 나서