CITIC Securities believes South Korea is poised to become a significant player in the physical AI era, driven by its strong robotics industry. While major conglomerates like Hyundai Group have established a comprehensive hardware-focused supply chain, South Korea faces challenges in embodied AI models and cost reduction compared to China and the United States. AI
IMPACT South Korea's potential growth in physical AI could lead to new hardware innovations and supply chain developments.
RANK_REASON Analyst report discussing a country's potential in a specific AI subfield.
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