Core Insights - The Korea Institute for Industrial Economics and Trade (KIET) released a report analyzing the competitive landscape of advanced industries between South Korea and China, highlighting China's rapid growth in sectors like robotics, semiconductors, electric vehicles, and batteries, which poses a significant challenge to South Korea's industrial dominance [1][3][5]. Competitive Landscape - The report indicates that South Korea's semiconductor industry, while strong in memory chips, faces stiff competition from China in non-memory sectors such as AI chips and IGBT, with experts noting China's overwhelming advantage in AI chip design and manufacturing processes [3][7]. - Overall, China has established a competitive edge in robotics, electric vehicles, and batteries, while South Korea maintains advantages in semiconductor equipment procurement and overseas markets for memory chips, although these gaps are closing rapidly [5][7][11]. Policy and Market Dynamics - China's government has implemented strategic policies like "Made in China 2025," which have significantly propelled the development of high-tech industries through funding, tax incentives, and land allocation, creating a robust support system for technological advancement [16][17]. - The vast domestic market in China is a critical factor in its technological growth, particularly in the electric vehicle sector, where it is projected to hold a 67.6% share of the global market by 2025, allowing companies to achieve economies of scale [17][18]. Innovation Ecosystem - Chinese companies like Huawei and Cambricon are making significant strides in AI and semiconductor technologies, contributing to a vibrant innovation ecosystem that integrates academia, research institutions, and enterprises [18][28]. - The report emphasizes the need for South Korea to adapt its strategies from a "gap-maintenance" approach to a "competitive cooperation" model, recognizing China as a formidable competitor while seeking opportunities for collaboration in technology and market expansion [21][23]. Strategic Recommendations - South Korea's industrial policy should focus on leveraging its strengths in high-end technologies and optimizing industrial engineering to compete effectively against China's growing influence [25][27]. - The report suggests that South Korea should explore selective partnerships with Chinese firms, particularly in next-generation batteries and autonomous driving technologies, to capitalize on mutual strengths and market opportunities [21][28].
韩国顶级国策智库承认,中国多项尖端科技领先韩国,对华产业政策应转向合作利用
3 6 Ke·2026-02-25 12:11