00:02you're listening to AI prism from Seoul economic daily Korea's smart glasses makers have stopped
00:08competing with Meta and the numbers explain why that is the smarter trade Meta's Ray-Ban line
00:15reached Korea last month and Samsung's Google built device arrives this year Sears lab stripped
00:21out the display to price its next model at 200,000 to 300,000 won government heat pump
00:27deployment scales from 25,000 units this year to 270,000 by 2030 and Korea produces almost none of
00:35the optical fiber the AI build out runs on short pause it's Tuesday August 18th let's look at what
00:43this means for startups and entrepreneurs in Korea two openings are forming in Korean hardware at the
00:48same time large platforms are taking the general-purpose consumer layer which pushes smaller
00:54firms toward vertical use cases where domain data beats scale meanwhile policy money is creating
01:01demand in categories where domestic manufacturing capacity is thin here's what the numbers show
01:07brism ships a golf specific smart glass in October co-developed with rangefinder maker voice caddy and
01:14aimed at men in their 30s and 40s toss mobile launched five face payment MVNO plans on August 3rd and
01:2256% of
01:23signups in the first two weeks were customers in their 20s and 30s matter of fact sea life science labs
01:29forecasting platform covers 373 fish species and more than 50 million data records the climate and
01:37environment ministry budgeted 14.45 billion won for air source heat pump subsidies this year about 10
01:43million dollars at 1,401 to the dollar and extend support to water source systems next year heat pump
01:51installation runs above 10 million one roughly 7,100 dollars seven to ten times a residential gas
01:58boiler AI optical cable demand is projected to grow 26% a year through 2029 yet only one Korean company
02:07can
02:07produce preforms at all so what does this mean for founders and investors sizing Korea entry earlier we
02:15said Korean smart glasses makers stopped competing with meta here's what that actually means for
02:20you the defensible position is a narrow user group plus proprietary domain data not a spec sheet heat
02:28pumps and optical fiber are the same pattern in reverse where policy created demand meets missing domestic
02:34supply and that gap is where entry economics look best watch brism's October launch is the first real test of
02:42a
02:42vertical killer app in this category watch the 3.4 billion one international heat pump component
02:48program running to June 2029 watch whether fiber policy shifts toward preform capacity after this
02:55week's industrial research report that's today's AI prism founders this episode was produced with AI
03:03assistance based on Seoul economic daily reporting and reviewed by a human editor AI prism is a
03:10one for award-winning series we'll be back tomorrow back you've been listening to AI prism from Seoul economic daily
댓글