Business weather map for 2024-2025: Semiconductors are ”sunny” and automobiles are ”cloudy” = Korea

According to the "2025 Industrial Weather Map Outlook Survey" conducted by the Korea Chamber of Commerce and Industry together with 11 industry associations, semiconductors and displays are expected to be "sunny," while automobiles and secondary batteries are expected to be "cloudy."
The semiconductor industry is expected to see steady growth in the high-value-added memory market due to continued investment in the artificial intelligence (AI) industry and sales of AI equipment.
The outlook for the display market is "mostly bright" due to an increase in shipments of high-performance organic light-emitting diode (OLED).
The China Display Industry Association predicts that exports in 2025 will increase about 4% from the previous year to $19.48 billion (about 2.9546 trillion yen).
On the other hand, the automobile industry is facing a worsening trade environment under the Trump administration in the United States and saturation of the Chinese automobile industry.
The export value is expected to fall by 3.1% to $2.7 million (about 4 trillion yen) in 2025. Secondary batteries are expected to be overproduced in China and sold in the European market due to low-priced products.
However, the impact of the surge in demand for energy storage systems (ESS) and the high tariffs on products for China is expected to have a significant negative impact on Korean exports.
is considered a definite factor.