CES 2025: AI, Mobility, Digital Health

CES 2025 Key Trends and Points to Watch

1. Event Overview

CES 2025 will be held in Las Vegas from January 7th to 10th, showcasing the latest technologies and innovative products in the world’s largest consumer electronics trade show.
This year’s CES is expected to be the largest yet, focusing on new technology trends in AI (Artificial Intelligence), Mobility, and Digital Health.

2. Key Themes of CES 2025

(1) AI (Artificial Intelligence)

Expansion of AI in Everyday Life: Beyond simple concepts, services and products that we can realistically experience will be widely introduced.
Ex: Voice recognition technology, smart home devices, legal metaverse cases, etc.
Key example: Simulation method where a judge uses the metaverse to recreate a crime scene in court.

(2) Mobility

The scope of mobility is becoming more comprehensive.
It is expanding into a concept encompassing all modes of transportation such as robotics, autonomous vehicles, and drones.
Anticipated technologies: Examples include Waymo (autonomous car), Toyota Smart City (Woven City).
Key trend: Mobility's focus is on energy transition, autonomous driving, and its connection with AI.

(3) Digital Health

As the digitalization of healthcare gains attention, wearable devices and remote healthcare systems are further developing.
Some of the major digital health technologies showcased at CES aim for healthcare innovation not only in hospitals but also in personal spaces.

3. Newly Added Sectors

(1) Quantum Computing

A section newly established at CES 2025.
Quantum computing is expected to herald a new industrial revolution in combination with AI.
Related investment information: In the United States, quantum computing ETFs exist with investment products that include companies such as Rigetti Computing and D-Wave.
Note that these investments are highly volatile.

(2) Energy Transition

Renewable energy has been included as a main technology at CES 2025.
Various technologies related to hydrogen fuel and solar power will be announced at this event.

4. Keynote Speeches and Main Speakers

CES keynote speeches are significant enough to influence the IT industry's trends for the year.
- Jensen Huang (NVIDIA): Appearing on the main CES stage for the first time in 8 years. His remarks are likely to set the direction of AI for the year.
- Volvo & Panasonic: Announcing their vision for renewable energy and electric vehicle batteries.
- CEO of Waymo (Wellmar): Discussing autonomous driving camera technology and robotics.

5. Anticipated New Technologies

(1) Smart City: Toyota Woven City

An eco-friendly town smartly designed near Mount Fuji, forming an ecosystem based on autonomous vehicles, robotic delivery, drones, and solar power.
Shifting from conceptual ideas to actual demonstrations, it is expected to garner significant attention.

(2) Robot and Drone Technologies

Robots are expanding into various roles from manufacturing and logistics to humanoid robots.
Major big tech companies are developing robotic platform technologies and entering the actual commercialization stage.

6. Technology Stock Investment Issues

Technology stocks typically showed a short-term upward trend after CES.
However, a cautious approach is necessary for highly volatile sectors like quantum computing.
Besides major technology stocks, consider investing thematically and diversified through ETFs.

7. Recommended Resources

CES Report: Utilize the free downloadable report from the 3-Day Accounting Firm.
It provides detailed analysis by sector, making it very useful for investment and learning.
It will help you to keep track of this year's key trends and innovative products.

Crafted by Billy Yang
[Related articles at NextLens.Net]
1. AI Trend Analysis
2. Mobility Innovation

*YouTube Source: [소수몽키]

– AI 황제 젠슨 황이 찍었다? CES2025가 알려주는 대장주 후보들

Globalization and the Logic of Hegemonic Powers

1. The Power Dynamics That Determine Globalization

Globalization isn't something that happens simply because we decide it should. Historically, it has always been driven by global hegemonic powers.
In the past, it was the powerful nations that led globalization. For example, 19th-century Britain spearheaded capitalist globalization, and since the 20th century, the United States has driven it with its economic, technological, and military might.
Our voice, as a country like us, doesn't carry global weight. It's structured so that when powerful nations speak, others can't help but follow.

2. Changes in America's Approach to Globalization

Initially, the United States' approach to globalization was advantageous due to the competitiveness of its products and the strength of its domestic market. That’s why they pushed for policies like tariff elimination and trade liberalization.
However, recently, they've been hindering globalization through national-first policies. Why? Because they’ve judged that globalization is no longer 100% beneficial for them.

3. Hegemonic Powers and Strategic Shifts

As a hegemonic power, the US avoids direct military conflict and instead applies pressure through economic warfare (e.g., tariff wars) and technological warfare.
Meanwhile, China is also aiming for hegemony through technological and economic growth, rather than traditional warfare. This is the face of modern hegemonic war.
Russia, lacking the economic and technological might to compete with the US and China, relies more on military approaches.

4. The Sustainability of US Hegemony

There are many counterarguments to the claim that "the US era is over." The US remains at the top in terms of technology, economy, and military.
The problem is the lack of a replacement. Currently, neither China, Europe, nor India are capable of fully replacing it.
Even if the US isn't at its peak, it’s likely to remain a hegemonic power for the time being because it is ‘irreplaceable.’

The Landscape of Hegemonic Warfare by Region

1. The US and China

The US is no longer tolerant and is in an all-out war with China in the areas of technology and trade.
China, while learning from the US model, is sustaining itself through technological self-reliance and strengthening its domestic market. However, a halt in middle-class growth could trigger a crisis.
Since the US can't completely dismantle China either, it is very likely that the two nations could eventually return to negotiations.

2. Russia

Russia, though weak in economic and technological terms, is holding on through military strategies. It's demonstrating its influence through regional military operations, as seen in the war in Ukraine.
However, military-centric hegemonic policies lead to resource depletion and sustainability issues, which could become weaknesses in the long term.

3. The European Union

Europe seeks independent hegemony despite its alliance with the US. However, its divisions into separate nations and economic disparities limit its capacity as a single strong player.

4. The Middle East

The Middle East is a region where the competition for hegemony, centered around oil and energy, is intensifying.
Regional competition continues between Israel and Arab nations, and within Arab nations, centered around Saudi Arabia and Iran.

5. South Korea's Position

South Korea is garnering attention due to its geopolitical position, but it won't be easy to become a leader in East Asia.
The key is to prepare for future technologies, such as semiconductors and the defense industry. Technological strength is our most powerful bargaining chip.
If reunification occurs, the increase in population and territory could position us as a strong regional power.

The Potential for Globalization vs. Going It Alone

The talk of globalization being over is likely a premature conclusion. Powerful nations can revive globalization whenever it is to their advantage.
Trump's "America First" policy is merely a temporary suspension of globalization; once its strength is restored, the US could resume pushing for globalization.

Response Measures

South Korea shouldn't naively expect to receive constant support or preferential treatment. It must pursue a foreign policy strategy centered around practical benefits and national interest.
We must build diverse alliances, but also foster the "national strength" needed to pursue neutral diplomacy.
In particular, investment in future technologies and defense technologies is essential. If we fall behind, our bargaining power will vanish.

Crafted by Billy Yang
[Related Articles at NextLens.Net]

*YouTube Source: [Jun’s economy lab]

– 패권 전쟁 승자는 무조건 미국입니다(ft.최윤식 작가 1부)

[Korean Summary]

[소수몽키]
“AI 황제 젠슨 황이 찍었다? CES2025가 알려주는 대장주 후보들“

### CES 2025 주요 트렌드와 관전 포인트

1. 행사 개요

CES 2025는 1월 7일부터 10일까지 라스베이거스에서 열리며, 최신 기술과 혁신적인 제품들을 한자리에서 만날 수 있는 세계 최대의 가전 박람회입니다.
이번 CES는 역대급 규모로, AI(인공지능), 모빌리티, 디지털 헬스를 중심으로 새로운 기술 트렌드를 선보일 예정입니다.

2. 2025 CES의 주요 테마

(1) AI (인공지능)

AI 실생활 적용 확대: 단순 개념의 기술을 넘어 실질적으로 우리가 체감할 수 있는 서비스와 제품이 대거 소개될 예정입니다.
예: 음성인식 기술, 가정 내 스마트 디바이스, 법정 메타버스 사례 등.
대표 사례: 법정에서 판사가 메타버스를 활용해 사건 현장을 재현하는 시뮬레이션 방식 등.

(2) 모빌리티

모빌리티의 범주가 더욱 광범위해지고 있습니다.
이는 로보틱스, 자율주행차, 드론 등 운송 수단 전반을 아우르는 개념으로 확장되고 있습니다.
기대되는 기술들: 웨이모(자율주행 차), 도요타 스마트 시티(우븐 시티) 사례.
주요 트렌드: 모빌리티의 중심이 에너지 전환, 자율주행, AI와 연결된다는 점.

(3) 디지털 헬스

건강 관리의 디지털화가 주목받으면서 웨어러블 디바이스와 원격진료 시스템이 더욱 발전하고 있습니다.
CES에서 전시될 주요 디지털 헬스 기술 중 일부는 병원뿐만 아니라 개인 공간에서의 의료 혁신을 목표로 합니다.

3. 새롭게 추가된 분야

(1) 양자 컴퓨팅

CES 2025에서 처음으로 신설된 섹션.
양자 컴퓨팅은 AI와 결합하여 새로운 산업 혁신을 예고하고 있습니다.
관련 투자 정보: 미국에서는 양자 컴퓨팅 ETF가 존재하며 대표적으로 Rigetti Computing, D-Wave 등이 포함된 투자 상품이 있습니다.
투자 시에는 변동성이 아주 크다는 점 유의.

(2) 에너지 전환

신재생 에너지가 CES 2025에서 메인 기술로 포함되었습니다.
수소 연료, 태양광 관련 기술이 이번 이벤트에서 다양하게 발표될 예정입니다.

4. 기조연설 및 주요 연사

CES 주요 기조연설은 한 해 IT 업계 트렌드를 좌우할 만큼 의미가 큽니다.
- 젠슨 황 (엔비디아): 8년 만에 CES 메인 무대에 등장. 그의 발언은 한 해의 AI 방향성을 제시할 가능성이 매우 큽니다.
- 볼보 & 파나소닉: 신재생 에너지 및 전기차 배터리 관련 비전 발표.
- 웰마르 CEO (웨이모): 자율주행 카메라 기술과 로보틱스에 대해 설명.