2026 Business Trends
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Description
Book Introduction
HBM 6th generation, defense MRO, K-shipbuilding, K-bio…
A huge wave of industry is coming!
2026.
Are you ready to seize the flow?
Only those who can accurately understand the trends of the seven major industries that will drive the Korean economy—defense, semiconductors, shipbuilding, bio, nuclear power, power equipment, and batteries—can seize the opportunity.
K-Defense: The defense industry has emerged as a darling of stock investors. What are its strengths and weaknesses, and what changes are expected in 2026? How big will the defense MRO market, which is attracting global attention, grow?
K-Semiconductor: Hot Topic: HBM 6th Generation.
What will be the outcome of the fierce battle between Samsung and Hynix? How will the fate of small, medium, and large enterprises change?
K-Shipbuilding: The MASGA Project that emerged from Korea-US tariff negotiations.
What opportunities will the Big 3 Korean companies and their numerous partner SMEs seize?
K-Bio: Where will innovation in the global new drug market begin, from anticancer drugs to obesity treatments to dementia treatments? Who are the new K-Bio players?
K-Nuclear Power Plants, Power Equipment, and Batteries: What Breakthroughs Will Korean Companies Make in the Global Energy Transition?
『2026 Business Trends』 is a book that addresses the need to reset the coordinates of industry, investment, and economy.
This practical guide provides a realistic look at the opportunities and risks of seven key industries.
The reader feels as if he or she has jumped directly into the corporate world and the global stage.
You will experience both the crossroads of opportunity and the pitfalls of danger at the same time.
When the huge waves and tides come,
Are you a prepared sailor or a defenseless drifter?
The reader feels as if he or she has jumped directly into the corporate world and the global stage.
You will experience both the crossroads of opportunity and the pitfalls of danger at the same time.
When the huge waves and tides come,
Are you a prepared sailor or a defenseless drifter?
A huge wave of industry is coming!
2026.
Are you ready to seize the flow?
Only those who can accurately understand the trends of the seven major industries that will drive the Korean economy—defense, semiconductors, shipbuilding, bio, nuclear power, power equipment, and batteries—can seize the opportunity.
K-Defense: The defense industry has emerged as a darling of stock investors. What are its strengths and weaknesses, and what changes are expected in 2026? How big will the defense MRO market, which is attracting global attention, grow?
K-Semiconductor: Hot Topic: HBM 6th Generation.
What will be the outcome of the fierce battle between Samsung and Hynix? How will the fate of small, medium, and large enterprises change?
K-Shipbuilding: The MASGA Project that emerged from Korea-US tariff negotiations.
What opportunities will the Big 3 Korean companies and their numerous partner SMEs seize?
K-Bio: Where will innovation in the global new drug market begin, from anticancer drugs to obesity treatments to dementia treatments? Who are the new K-Bio players?
K-Nuclear Power Plants, Power Equipment, and Batteries: What Breakthroughs Will Korean Companies Make in the Global Energy Transition?
『2026 Business Trends』 is a book that addresses the need to reset the coordinates of industry, investment, and economy.
This practical guide provides a realistic look at the opportunities and risks of seven key industries.
The reader feels as if he or she has jumped directly into the corporate world and the global stage.
You will experience both the crossroads of opportunity and the pitfalls of danger at the same time.
When the huge waves and tides come,
Are you a prepared sailor or a defenseless drifter?
The reader feels as if he or she has jumped directly into the corporate world and the global stage.
You will experience both the crossroads of opportunity and the pitfalls of danger at the same time.
When the huge waves and tides come,
Are you a prepared sailor or a defenseless drifter?
- You can preview some of the book's contents.
Preview
index
Introduction
The world economy is in tatters because of Trump.
Korea-US Tariff Agreement and Summit
A Preview of the Korean Economy in 2026
The black hole called China
National debt is 'ignorant'
PART 1 / K-Defense
Chapter 1: Global weapons demand is increasing at a frightening rate due to the current situation.
Europe under existential threat
The American market, if the US buys, everyone feels safe.
The Middle East accounts for 30% of global arms imports.
Southeast Asia, we too are switching to Korean products.
Chapter 2: The Competitiveness of K-Defense Industries: Is Korean Weapons Popular for Nothing?
Technology and manufacturing competitiveness that allows us to make anything
With this much value for money, don't drool!
'Impressive' delivery speed
K-Defense Industry Overseas Expansion, Truly Everywhere
Customization and local production
Korean weapons? They're simple and easy to use!
Chapter 3 K-Defense Industry ON LAND
Hanwha Aerospace, a leader in K-defense
I thought Hyundai Rotem only made railway vehicles.
LIG Nex1, leave the defense of the sky to us!
Hanwha Systems, we create the 'brain' of weapons.
Evolving Land Weapon Systems
Chapter 4 K-Defense AT SEA
K-Defense Industries Forms "H Team" for Ship Exports
Submarines can do everything except 'nuclear'!
MRO, the Blue Ocean of K-Defense
Chapter 5 K-Defense Industry in the Air
The Boramae fighter jet tears through the sky.
The Surion helicopter, a domestically produced helicopter, has been transformed into a bird of prey.
Have you ever heard of electronic warfare?
Don't underestimate drones because they're cheap. You'll end up in big trouble.
Oh, do airplanes need MRO too?
Chapter 6: Defense Industry Small, Medium, and Large, Diligent Workers of K-Defense
K-Defense Industry Small, Medium, and Large Businesses ON LAND
K-Defense Industry Small, Medium, and Large AT SEA
K-Defense Industry Small, Medium, and Large In the Air
PART 2 / K-Chosun
Chapter 1: Global Shipbuilding: Conflicting Outlooks
Has the global shipbuilding industry peaked?
The increasingly fierce showdown between Korea and China
The trickle-down effect also applies to small and medium-sized shipbuilders and the youngest K-shipbuilders.
Chapter 2 MASGA; Uncle Sam, we'll build you a boat!
Build an MRO base, call in the youngest K-ship members!
A definite boost to the US shipbuilding industry.
Negative factors could 'scuttle' MASGA
Chapter 3: High Value-Added, Eco-Friendly Ships: Not All Ships Are Created the Same
LNG carrier
Will liquefied carbon dioxide carriers be the food of the future?
Liquefied hydrogen carriers: Take the lead in the hydrogen economy.
FLNG, persevering even when others give up
SMR-powered container ships still in the concept stage.
Icebreaker: Trump stoked demand?
A floating 'sea refinery'
WTIV, a specialized vessel for offshore wind power generation
Car carriers: Now we too are entering the era of autonomous operation.
Chapter 4 K-Shipbuilding Small, Medium and Large Enterprises, Still Insufficient but Dreaming Big
Marine engines developed independently for the first time in 20 years, exported to 60 countries.
China also has no choice but to buy engines from Korea.
Have you heard of wing sails, the 21st century version of sails?
Port Cranes: Breaking China's Monopoly
Other K-Shipbuilding Small, Medium, and Large
PART 3 / K-Semiconductor
The semiconductor market is dominated by small memory chips.
China, Japan, and the US Won't Leave K-Semiconductors Alone
Chapter 1: HBM: You Can't Talk About K-Semiconductors Without It
HBM, how big is the market?
HBM, who needs to buy it?
HBM, who manufactures and supplies it?
Chapter 2: Hynix vs. Samsung: A battle of wits that's always exciting.
Hynix Collapses Samsung's Stronghold
What to do about this, Samsung
Despite its small size, it is a promising K-semiconductor company.
Chapter 3: Semiconductor Small, Medium, and Large Enterprises: Brave Companions on the Path with K-Semiconductors
Materials and components that make K-semiconductors shine
Equipment that firmly supports K-semiconductors
PART 4 / K-Power Equipment
Chapter 1: The Three Musketeers of Power Equipment, Like a Fish in Water
HD Hyundai Electric takes a big step forward
Hyosung Heavy Industries, the largest K-power equipment company
LS Electric, we are the only ones with HVDC ultra-high voltage transformers!
Other K-Power Equipment Warriors
Chapter 2 K-wire, all types of cables
Chapter 3: Heating, Cooling, and Air Conditioning: A Scale Relative to Smartphones
LG Electronics: We Lead in HVAC
Samsung can't just leave the air conditioning business alone.
Liquid cooling, opinions are still divided
PART 5 / K-Bio
Chapter 1 CMO/CDMO: Leave it to us, we'll make your medicines for you.
Samsung BioLogics: World's Leading Production Capacity
SK, why did we start the 'P Project' for nothing?
Celltrion, CDMO is now our domain!
Chapter 2: Biosimilars: Entering a Golden Age
Celltrion, the godfather of Korean biosimilars
Bioepis has taken over more than half of the US market!
Chapter 3: New Drug Development: The Future of K-Bio Takes a Turn Here
How competitive is K-Bio's new drug development?
ADC, the undisputed leader in anticancer drugs
Obesity Treatment: Lose More Weight, Safer
Can a '15-second injection' cure dementia?
AI, can new drugs be developed without this?
Chapter 4: Technology Exports: Selling Technology at an Appropriate Level and Diversifying Risk
K-Bio, now exporting our technology!
SC, the magic of 'formulation change'
Chapter 5: Medical Devices and Precision Medicine
Medical Devices Meet AI and Digital
Precision medicine starts with a quick, simple, and accurate diagnosis.
PART 6 / K-Nuclear Power Plant
Chapter 1: The Life of a Nuclear Power Plant: The Changing Narrative of the Nuclear Power Business
Chapter 2: K-Nuclear Power Plants: Breaking Through Europe and Advancing to the US
The Czech nuclear power plant contract was met with much controversy and controversy.
Czech nuclear power plant worth 26 trillion won, a low-cost contract?
Did Hyundai Engineering & Construction win the Bulgarian 20 trillion won nuclear power plant project?
Now advancing to the United States
K-Nuclear Power Plant Aims for Research Reactors
Chapter 3: Decommissioning Nuclear Power Plants: Eliminating Them Is Harder Than Building Them
Only three countries have experience with nuclear power plant decommissioning, and South Korea is also starting.
Nuclear waste storage
Chapter 4: SMRs: A Smaller, More Nimble Nuclear Power Plant
PART 7 / K-Battery
Chapter 1: The K-Battery Triple Trouble: Trump, the Electric Vehicle Chasm, and China
Find more uses!
Are the K-Battery Trio Still Alive?
Chapter 2: K-Battery, Finding a Way Out
46? Cylindrical, rare K-battery dominance
LFP, I don't feel like it's too late, but
All-solid-state batteries are the future of secondary batteries.
There is no alternative market for batteries for ESS.
Secondary batteries for robots: The ultimate goal is humanoids.
Chapter 3: Battery Groans Together
Bipolar materials are the most important and also the most impactful.
Will the cathode material find its way into silicon?
Will membranes find a way into the US market?
Other materials and equipment
Epilogue: Shaping the Future of K-Industry
The world economy is in tatters because of Trump.
Korea-US Tariff Agreement and Summit
A Preview of the Korean Economy in 2026
The black hole called China
National debt is 'ignorant'
PART 1 / K-Defense
Chapter 1: Global weapons demand is increasing at a frightening rate due to the current situation.
Europe under existential threat
The American market, if the US buys, everyone feels safe.
The Middle East accounts for 30% of global arms imports.
Southeast Asia, we too are switching to Korean products.
Chapter 2: The Competitiveness of K-Defense Industries: Is Korean Weapons Popular for Nothing?
Technology and manufacturing competitiveness that allows us to make anything
With this much value for money, don't drool!
'Impressive' delivery speed
K-Defense Industry Overseas Expansion, Truly Everywhere
Customization and local production
Korean weapons? They're simple and easy to use!
Chapter 3 K-Defense Industry ON LAND
Hanwha Aerospace, a leader in K-defense
I thought Hyundai Rotem only made railway vehicles.
LIG Nex1, leave the defense of the sky to us!
Hanwha Systems, we create the 'brain' of weapons.
Evolving Land Weapon Systems
Chapter 4 K-Defense AT SEA
K-Defense Industries Forms "H Team" for Ship Exports
Submarines can do everything except 'nuclear'!
MRO, the Blue Ocean of K-Defense
Chapter 5 K-Defense Industry in the Air
The Boramae fighter jet tears through the sky.
The Surion helicopter, a domestically produced helicopter, has been transformed into a bird of prey.
Have you ever heard of electronic warfare?
Don't underestimate drones because they're cheap. You'll end up in big trouble.
Oh, do airplanes need MRO too?
Chapter 6: Defense Industry Small, Medium, and Large, Diligent Workers of K-Defense
K-Defense Industry Small, Medium, and Large Businesses ON LAND
K-Defense Industry Small, Medium, and Large AT SEA
K-Defense Industry Small, Medium, and Large In the Air
PART 2 / K-Chosun
Chapter 1: Global Shipbuilding: Conflicting Outlooks
Has the global shipbuilding industry peaked?
The increasingly fierce showdown between Korea and China
The trickle-down effect also applies to small and medium-sized shipbuilders and the youngest K-shipbuilders.
Chapter 2 MASGA; Uncle Sam, we'll build you a boat!
Build an MRO base, call in the youngest K-ship members!
A definite boost to the US shipbuilding industry.
Negative factors could 'scuttle' MASGA
Chapter 3: High Value-Added, Eco-Friendly Ships: Not All Ships Are Created the Same
LNG carrier
Will liquefied carbon dioxide carriers be the food of the future?
Liquefied hydrogen carriers: Take the lead in the hydrogen economy.
FLNG, persevering even when others give up
SMR-powered container ships still in the concept stage.
Icebreaker: Trump stoked demand?
A floating 'sea refinery'
WTIV, a specialized vessel for offshore wind power generation
Car carriers: Now we too are entering the era of autonomous operation.
Chapter 4 K-Shipbuilding Small, Medium and Large Enterprises, Still Insufficient but Dreaming Big
Marine engines developed independently for the first time in 20 years, exported to 60 countries.
China also has no choice but to buy engines from Korea.
Have you heard of wing sails, the 21st century version of sails?
Port Cranes: Breaking China's Monopoly
Other K-Shipbuilding Small, Medium, and Large
PART 3 / K-Semiconductor
The semiconductor market is dominated by small memory chips.
China, Japan, and the US Won't Leave K-Semiconductors Alone
Chapter 1: HBM: You Can't Talk About K-Semiconductors Without It
HBM, how big is the market?
HBM, who needs to buy it?
HBM, who manufactures and supplies it?
Chapter 2: Hynix vs. Samsung: A battle of wits that's always exciting.
Hynix Collapses Samsung's Stronghold
What to do about this, Samsung
Despite its small size, it is a promising K-semiconductor company.
Chapter 3: Semiconductor Small, Medium, and Large Enterprises: Brave Companions on the Path with K-Semiconductors
Materials and components that make K-semiconductors shine
Equipment that firmly supports K-semiconductors
PART 4 / K-Power Equipment
Chapter 1: The Three Musketeers of Power Equipment, Like a Fish in Water
HD Hyundai Electric takes a big step forward
Hyosung Heavy Industries, the largest K-power equipment company
LS Electric, we are the only ones with HVDC ultra-high voltage transformers!
Other K-Power Equipment Warriors
Chapter 2 K-wire, all types of cables
Chapter 3: Heating, Cooling, and Air Conditioning: A Scale Relative to Smartphones
LG Electronics: We Lead in HVAC
Samsung can't just leave the air conditioning business alone.
Liquid cooling, opinions are still divided
PART 5 / K-Bio
Chapter 1 CMO/CDMO: Leave it to us, we'll make your medicines for you.
Samsung BioLogics: World's Leading Production Capacity
SK, why did we start the 'P Project' for nothing?
Celltrion, CDMO is now our domain!
Chapter 2: Biosimilars: Entering a Golden Age
Celltrion, the godfather of Korean biosimilars
Bioepis has taken over more than half of the US market!
Chapter 3: New Drug Development: The Future of K-Bio Takes a Turn Here
How competitive is K-Bio's new drug development?
ADC, the undisputed leader in anticancer drugs
Obesity Treatment: Lose More Weight, Safer
Can a '15-second injection' cure dementia?
AI, can new drugs be developed without this?
Chapter 4: Technology Exports: Selling Technology at an Appropriate Level and Diversifying Risk
K-Bio, now exporting our technology!
SC, the magic of 'formulation change'
Chapter 5: Medical Devices and Precision Medicine
Medical Devices Meet AI and Digital
Precision medicine starts with a quick, simple, and accurate diagnosis.
PART 6 / K-Nuclear Power Plant
Chapter 1: The Life of a Nuclear Power Plant: The Changing Narrative of the Nuclear Power Business
Chapter 2: K-Nuclear Power Plants: Breaking Through Europe and Advancing to the US
The Czech nuclear power plant contract was met with much controversy and controversy.
Czech nuclear power plant worth 26 trillion won, a low-cost contract?
Did Hyundai Engineering & Construction win the Bulgarian 20 trillion won nuclear power plant project?
Now advancing to the United States
K-Nuclear Power Plant Aims for Research Reactors
Chapter 3: Decommissioning Nuclear Power Plants: Eliminating Them Is Harder Than Building Them
Only three countries have experience with nuclear power plant decommissioning, and South Korea is also starting.
Nuclear waste storage
Chapter 4: SMRs: A Smaller, More Nimble Nuclear Power Plant
PART 7 / K-Battery
Chapter 1: The K-Battery Triple Trouble: Trump, the Electric Vehicle Chasm, and China
Find more uses!
Are the K-Battery Trio Still Alive?
Chapter 2: K-Battery, Finding a Way Out
46? Cylindrical, rare K-battery dominance
LFP, I don't feel like it's too late, but
All-solid-state batteries are the future of secondary batteries.
There is no alternative market for batteries for ESS.
Secondary batteries for robots: The ultimate goal is humanoids.
Chapter 3: Battery Groans Together
Bipolar materials are the most important and also the most impactful.
Will the cathode material find its way into silicon?
Will membranes find a way into the US market?
Other materials and equipment
Epilogue: Shaping the Future of K-Industry
Detailed image
Into the book
There is a good reason why I put the defense industry first among the seven major industries.
A 40-year history of fierce development and self-reliance amidst a tense standoff with North Korea; dazzling growth over the past four to five years; exports expected to surpass $20 billion by 2025; 2026 looking certain to continue its momentum; a brighter short- and mid-term outlook than any other industrial sector; and a leap forward to become one of the world's top four exporters by 2027.
Do we need another reason to make K-defense a leader in business trends in 2026?
K-defense industry is now an important axis of our export industry.
The number of export destinations also rapidly increased to 15, including former communist countries.
Export items also span land, sea, and air, boasting a diverse range of sophisticated, cutting-edge technologies. This explains why media outlets like CNN call South Korea a key arms supplier to US allies.
--- From "PART ONE/K-Defense Industry"
The 2025 Korea-US tariff negotiations may be a critical juncture or turning point for K-shipbuilding.
While the negotiations covered a wide range of industries, our negotiating team proposed a cutely named shipbuilding cooperation project called "MASGA (Make American Shipbuilding Great)" as a "carrot" to maximize concessions from the U.S.
The essence of this business can be summarized in one word:
“The U.S. shipbuilding industry is currently in a ‘dead-end’ state, while Korea’s shipbuilding industry is ‘flying high’.
So, if the US lowers the tariffs a little more, we will build ships for you, repair and maintain them, and teach you how to build them.
how is it?"
--- From "PART TWO/K-Chosun, Chapter 2 MASGA; Uncle Sam, We'll Build You a Ship"
Why is the ASIC segment emerging as a buyer of HBM? Demand for "custom" semiconductors tailored to specific AI models is on the rise.
Nvidia's AI accelerators are expensive because they are 'general purpose', and their low performance efficiency compared to the power consumption is inconvenient.
Therefore, JP Morgan predicts that the AI ASIC market will grow by more than 30% by 2025.
It is also noteworthy that ASIC shipments will exceed Nvidia's AI semiconductor production in 2026.
Naturally, HBM manufacturers are busy devising new strategies...
What's really interesting is that from 2026 onwards, HBM4, which is 'customized', will dominate the market.
Starting with the 6th generation, the 'logic die', which is the brain, will be manufactured according to the customer's request, making it possible to supply HBM that is just right for each ASIC.
--- From "PART THREE/K-Semiconductor, Chapter 1: HBM; You Can't Talk About K-Semiconductor Without This"
"K-Power Equipment"? I had no idea. I never thought the power equipment and wire industries would receive the same level of attention and applause as defense, shipbuilding, and semiconductor industries by early 2024! But our power equipment industry has achieved a level of prominence that wouldn't be embarrassed to even add a "K" to its name.
As in the case of K-Defense Industries and K-Shipbuilding, global electricity demand is increasing without stopping, and competitiveness is at a truly top level.
You can tell just by looking at the numbers.
The backlog of orders at the end of 2024 is expected to reach 30 trillion won, a 43.5% increase from a year ago.
Will this boom last? It looks like it will continue until at least 2030.
The smooth journey continues into 2025.
--- From "PART FOUR/K-Power Equipment"
The first half of 2025 continued this trend, with technological prowess-based performance becoming even more prominent, further brightening the outlook for 2026.
It recorded a record-breaking technology export of over 8.6 trillion won, and expectations are growing that it will surpass 10 trillion won in the second half of the year.
The expansion of R&D investment centered on large corporations has promised to secure future competitiveness and has driven the qualitative growth of K-bio.
However, as polarization between companies intensified, business performance was concentrated in some large corporations and biotech companies with strong technological capabilities.
This also means that the process of ‘separating the wheat from the chaff’ is progressing rapidly within K-bio.
--- From "PART FIVE/K-Bio"
Nuclear Power: A Changing Narrative
‘Zero carbon’ is an irreversible demand of the times.
However, the limitations of renewable energy are also inevitable.
So nuclear energy is getting attention again as a sustainable resource.
Its importance is also high in terms of security and national competitiveness.
As technology and discussion deepened, the wasteful debates subsided.
K-Nuclear Power has accumulated technology and experience at every stage of the nuclear power plant lifecycle: from ordering and construction to operation and management, spent fuel, and decommissioning, thereby establishing outstanding competitiveness.
--- From "PART SIX/K-Nuclear Power Plant"
The secondary battery market is largely divided into electric vehicles and ESS.
Although the electric vehicle sector is larger in scale (68%), the ESS sector is growing at a steeper rate.
But the largest market for electric vehicles remains shrouded in fog.
While there are some alternatives, a fundamental solution is difficult to achieve unless demand for electric vehicle batteries recovers.
In fact, the operating rates of the three K-battery companies' factories in the first half of 2025 fell to half (51.3%).
Securities firms predict that projected shipments in 2025 will be less than half of production capacity.
As equipment sits idle, fixed costs increase and profitability decreases, creating a vicious cycle, and overall debt is increasing.
A 40-year history of fierce development and self-reliance amidst a tense standoff with North Korea; dazzling growth over the past four to five years; exports expected to surpass $20 billion by 2025; 2026 looking certain to continue its momentum; a brighter short- and mid-term outlook than any other industrial sector; and a leap forward to become one of the world's top four exporters by 2027.
Do we need another reason to make K-defense a leader in business trends in 2026?
K-defense industry is now an important axis of our export industry.
The number of export destinations also rapidly increased to 15, including former communist countries.
Export items also span land, sea, and air, boasting a diverse range of sophisticated, cutting-edge technologies. This explains why media outlets like CNN call South Korea a key arms supplier to US allies.
--- From "PART ONE/K-Defense Industry"
The 2025 Korea-US tariff negotiations may be a critical juncture or turning point for K-shipbuilding.
While the negotiations covered a wide range of industries, our negotiating team proposed a cutely named shipbuilding cooperation project called "MASGA (Make American Shipbuilding Great)" as a "carrot" to maximize concessions from the U.S.
The essence of this business can be summarized in one word:
“The U.S. shipbuilding industry is currently in a ‘dead-end’ state, while Korea’s shipbuilding industry is ‘flying high’.
So, if the US lowers the tariffs a little more, we will build ships for you, repair and maintain them, and teach you how to build them.
how is it?"
--- From "PART TWO/K-Chosun, Chapter 2 MASGA; Uncle Sam, We'll Build You a Ship"
Why is the ASIC segment emerging as a buyer of HBM? Demand for "custom" semiconductors tailored to specific AI models is on the rise.
Nvidia's AI accelerators are expensive because they are 'general purpose', and their low performance efficiency compared to the power consumption is inconvenient.
Therefore, JP Morgan predicts that the AI ASIC market will grow by more than 30% by 2025.
It is also noteworthy that ASIC shipments will exceed Nvidia's AI semiconductor production in 2026.
Naturally, HBM manufacturers are busy devising new strategies...
What's really interesting is that from 2026 onwards, HBM4, which is 'customized', will dominate the market.
Starting with the 6th generation, the 'logic die', which is the brain, will be manufactured according to the customer's request, making it possible to supply HBM that is just right for each ASIC.
--- From "PART THREE/K-Semiconductor, Chapter 1: HBM; You Can't Talk About K-Semiconductor Without This"
"K-Power Equipment"? I had no idea. I never thought the power equipment and wire industries would receive the same level of attention and applause as defense, shipbuilding, and semiconductor industries by early 2024! But our power equipment industry has achieved a level of prominence that wouldn't be embarrassed to even add a "K" to its name.
As in the case of K-Defense Industries and K-Shipbuilding, global electricity demand is increasing without stopping, and competitiveness is at a truly top level.
You can tell just by looking at the numbers.
The backlog of orders at the end of 2024 is expected to reach 30 trillion won, a 43.5% increase from a year ago.
Will this boom last? It looks like it will continue until at least 2030.
The smooth journey continues into 2025.
--- From "PART FOUR/K-Power Equipment"
The first half of 2025 continued this trend, with technological prowess-based performance becoming even more prominent, further brightening the outlook for 2026.
It recorded a record-breaking technology export of over 8.6 trillion won, and expectations are growing that it will surpass 10 trillion won in the second half of the year.
The expansion of R&D investment centered on large corporations has promised to secure future competitiveness and has driven the qualitative growth of K-bio.
However, as polarization between companies intensified, business performance was concentrated in some large corporations and biotech companies with strong technological capabilities.
This also means that the process of ‘separating the wheat from the chaff’ is progressing rapidly within K-bio.
--- From "PART FIVE/K-Bio"
Nuclear Power: A Changing Narrative
‘Zero carbon’ is an irreversible demand of the times.
However, the limitations of renewable energy are also inevitable.
So nuclear energy is getting attention again as a sustainable resource.
Its importance is also high in terms of security and national competitiveness.
As technology and discussion deepened, the wasteful debates subsided.
K-Nuclear Power has accumulated technology and experience at every stage of the nuclear power plant lifecycle: from ordering and construction to operation and management, spent fuel, and decommissioning, thereby establishing outstanding competitiveness.
--- From "PART SIX/K-Nuclear Power Plant"
The secondary battery market is largely divided into electric vehicles and ESS.
Although the electric vehicle sector is larger in scale (68%), the ESS sector is growing at a steeper rate.
But the largest market for electric vehicles remains shrouded in fog.
While there are some alternatives, a fundamental solution is difficult to achieve unless demand for electric vehicle batteries recovers.
In fact, the operating rates of the three K-battery companies' factories in the first half of 2025 fell to half (51.3%).
Securities firms predict that projected shipments in 2025 will be less than half of production capacity.
As equipment sits idle, fixed costs increase and profitability decreases, creating a vicious cycle, and overall debt is increasing.
--- From 「PART SEVEN/K-Battery」
Publisher's Review
The previously invisible trends in industry and investment become clear at a glance!
“Prediction is survival.
"7 Industries That Will Dominate the Korean Economy in 2026"
2026 is a year in which the Korean economy will face both new cracks and transformations.
Global geopolitical risks, technological innovations, and policy shifts are intersecting to rapidly reshape industries.
"Business Trends 2026" is a book that specifically outlines future scenarios for seven key industries amidst this turbulent flow.
The author, who has been diligently analyzing and forecasting business trends every year for the past three years, has made special efforts to provide readers with knowledge and information that allows them to see, hear, and experience these industries firsthand.
Readers can access the latest trends, corporate strategies, and key turning points in each field, as if experiencing the industry firsthand.
K-Defense: Key Weapon Systems Driving Stock Prices and Export Markets, a New Blue Ocean Business Called "MRO"
K-Shipbuilding: The Ripple Effects of Tariff Negotiations and the MASGA Project: A Collaborative Transformation of the Ecosystems of Large and Small Companies
K-Semiconductors: The Next-Generation Competition in HBM: A Head-to-Head Showdown Between Samsung and Hynix, and the Joys and Sorrows of Small and Medium-Sized Businesses
K-Power Equipment: Combining AI and Power Infrastructure: A New Growth Scenario for Wire and Equipment Companies
K-Bio: Analysis of the value chain, from contract manufacturing to new drug development and technology exports, and key companies.
K-Nuclear Power: Competitiveness in the Global Nuclear Market, the Aftermath of the Nuclear Phase-out, and Next-Generation Opportunities in Decommissioning and MRO
K-Batteries: Amidst the sluggish electric vehicle market and head-on competition with China, K-Batteries offer a breakthrough.
This book is not just a simple industry report.
It is a compass that asks what choices to make in the face of the coming waves of 2026.
Opportunities reward you only as much as you prepare for, but crises will come at you if you are not prepared for them.
Economy and business are always in flux.
Those who correctly read the flow will achieve profit and growth, but those who misinterpret it will inevitably suffer losses.
"Business Trends 2026" will provide investors, professionals, managers, policymakers, and researchers with practical intellectual tools to overcome crises and seize opportunities.
“The tide will surely come in.
Only the prepared will seize the opportunity, while the unwary will be swept away by the crisis.
"Business Trends 2026" is the most realistic weapon to navigate this volatile era and seize opportunities."
“Prediction is survival.
"7 Industries That Will Dominate the Korean Economy in 2026"
2026 is a year in which the Korean economy will face both new cracks and transformations.
Global geopolitical risks, technological innovations, and policy shifts are intersecting to rapidly reshape industries.
"Business Trends 2026" is a book that specifically outlines future scenarios for seven key industries amidst this turbulent flow.
The author, who has been diligently analyzing and forecasting business trends every year for the past three years, has made special efforts to provide readers with knowledge and information that allows them to see, hear, and experience these industries firsthand.
Readers can access the latest trends, corporate strategies, and key turning points in each field, as if experiencing the industry firsthand.
K-Defense: Key Weapon Systems Driving Stock Prices and Export Markets, a New Blue Ocean Business Called "MRO"
K-Shipbuilding: The Ripple Effects of Tariff Negotiations and the MASGA Project: A Collaborative Transformation of the Ecosystems of Large and Small Companies
K-Semiconductors: The Next-Generation Competition in HBM: A Head-to-Head Showdown Between Samsung and Hynix, and the Joys and Sorrows of Small and Medium-Sized Businesses
K-Power Equipment: Combining AI and Power Infrastructure: A New Growth Scenario for Wire and Equipment Companies
K-Bio: Analysis of the value chain, from contract manufacturing to new drug development and technology exports, and key companies.
K-Nuclear Power: Competitiveness in the Global Nuclear Market, the Aftermath of the Nuclear Phase-out, and Next-Generation Opportunities in Decommissioning and MRO
K-Batteries: Amidst the sluggish electric vehicle market and head-on competition with China, K-Batteries offer a breakthrough.
This book is not just a simple industry report.
It is a compass that asks what choices to make in the face of the coming waves of 2026.
Opportunities reward you only as much as you prepare for, but crises will come at you if you are not prepared for them.
Economy and business are always in flux.
Those who correctly read the flow will achieve profit and growth, but those who misinterpret it will inevitably suffer losses.
"Business Trends 2026" will provide investors, professionals, managers, policymakers, and researchers with practical intellectual tools to overcome crises and seize opportunities.
“The tide will surely come in.
Only the prepared will seize the opportunity, while the unwary will be swept away by the crisis.
"Business Trends 2026" is the most realistic weapon to navigate this volatile era and seize opportunities."
GOODS SPECIFICS
- Date of issue: September 27, 2025
- Page count, weight, size: 388 pages | 692g | 152*225*30mm
- ISBN13: 9791194831167
- ISBN10: 1194831168
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