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<meta name="robots" content="noindex"> <meta content="width=device-width, initial-scale=1, maximum-scale=1" name="viewport"><meta charset="UTF-8"><style>@media only screen and (max-width:640px) {.stb-container {}.stb-left-cell,.stb-right-cell {max-width: 100% !important;width: 100% !important;box-sizing: border-box;}.stb-image-box td {text-align: center;}.stb-image-box td img {width: 100%;}.stb-block {width: 100%!important;}table.stb-cell {width: 100%!important;}.stb-cell td,.stb-left-cell td,.stb-right-cell td {width: 100%!important;}img.stb-justify {width: 100%!important;}}.stb-left-cell p,.stb-right-cell p {margin: 0!important;}.stb-container table.munged {width: 100% !important; table-layout: auto !important; } .stb-container td.munged {width: 100% !important; white-space: normal !important;} </style></head> <body style="width:100%;background-color:#FFFFFF;margin:0px;" class="bgf"> <div class="public-email"><div class="stb-container-full" style="width:100%;padding:40px 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25px;;text-align:justify;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://media.naver.com/journalist/009/22098" target="_blank" style="text-decoration: none; color: rgb(0, 0, 0); font-weight: bold;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2325178_1722868657476442655.png" style="width:265px;display:inline;vertical-align:bottom;text-align:justify;max-width:100%;height:auto;border:0;" width="265" class="stb-justify"></a></td></tr></tbody></table></div></div><div class="stb-right-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><p><span style="font-size: 14px;">안녕하세요 미라클러님! 수요일이 아닌 목요일에 찾아온 미라클레터입니다. 실리콘밸리에 있는 저에게 1월에는 두 가지 중요한 이벤트가 있습니다. 하나는 CES. 그리고 다른 하나는 삼성전자가 최신 스마트폰 갤럭시를 공개하는 '언팩'입니다. 오늘 저는 갤럭시 언팩2025에서 듣고 보고 느낀 것을 미라클러님들께 말씀드리려고 합니다. </span></p></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" 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style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 16px; color: #878787; font-weight: bold;" class="stb-fore-colored stb-bold">Today's index</span></div></td></tr></tbody></table></div></div><div class="stb-right-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><ul style="padding: 0px; margin: 0px 0px 0px 30px;"> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">AI폰 시대는 온다</span></li> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">스마트폰 시장 삼성의 위치는</span></li> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">모닝브리핑</span></li> </ul></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 25px 15px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">※ <span style="font-weight: bold;" class="stb-bold">볼딕 단어</span>나 <span style="text-decoration: underline;" class="stb-underline">밑줄 단어</span>에는, URL이 포함돼 있습니다. 클릭하면 세부 내용이 연결됩니다.</span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img.stibee.com/11584_1684909409.png?lnergr16?ic7v7j4d%22 style="width:316px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="316" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2623300_1737576926808015457.jpg" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">갤럭시S25 울트라, 갤럭시S25+, 갤럭시S25 <삼성전자></span></div> <div><br></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">느릿느릿</span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">AI폰 시대는 온다</span></div> <div> </div> <div> <p><span style="font-size: 14px;">2022년 11월 챗GPT의 등장. 인간이 만든 소프트웨어 중 가장 인간의 말을 잘 알아듣는 인공지능(AI)인 거대언어모델(LLM)은 세상을 깜짝 놀라게 했습니다. 텍스트에서 시작된 LLM은 약 2년만에 이미지와 동영상 생성부터, 지식검색, AI에이전트까지 다양한 기술과 애플리케이션으로 진화를 했습니다. 하지만 LLM 기술이 가장 크게 적용될 수 있는 분야는 바로 전세계 모든 사람들이 들고다니는 디바이스인 '스마트폰'입니다. PC보다 훨씬 보급대수가 많고, 개인이 사용하는 시간도 많은 스마트폰에 LLM이 어떻게 적용되느냐에 따라 '스마트폰'시장의 판도는 뒤바뀔수 있습니다. </span></p> <p><br></p> <p><span style="font-size: 14px;">가장 먼저 움직인 것은 정확히 1년전의 삼성전자였습니다. 삼성전자는 갤럭시S24를 '최초의 AI폰'이라고 선언하면서, 자체 개발 AI와 2023년 12월 막 론칭한 구글의 '제미나이'를 탑재했죠. 삼성과 구글이 움직이니, 애플은 '왜 하무것도 하는 것이 없냐'며 집중적으로 포화를 맞았죠. 그해 6월 '애플 인텔리전스'를 부랴부랴 발표. 그런데 애플의 발표를 들어보니 꽤 잘 준비되어있었고, 적어도 애플이 바라보는 스마트폰 AI의 비전이 꽤 설득력이 있었습니다. 애플 인텔리전스가 나온다는 소식이 전해진 지난해 5월 이후 애플 주가는 165달러에서 12월말 250달러까지 오릅니다. </span><span style="font-size: 14px;">정말 별 기능이 없었던 애플 인텔리전스이고, 여전히 많은 오류가 존재하는 애플 인텔리전스이지만, AI가 투자자들에게 통하는 단어임은 증명이 되었습니다. 😎</span></p> <p><br></p> <p><span style="font-size: 14px;">이 내용은 아래 미라클레터에서 자세히 다뤘습니다!</span></p> <p><br></p> <div><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://stib.ee/vYiA" style="font-weight: bold; color: rgb(0, 0, 0); text-decoration: none;" class="stb-bold stb-underline" target="_blank">갤럭시S24 언팩 : AI폰의 시대가 찾아올까요? (2024년1월19일)</a></span></span></div> <p><br></p> <p><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://stib.ee/gloC" style="font-weight: bold; color: rgb(0, 0, 0); text-decoration: none;" class="stb-bold stb-underline" target="_blank"><span style="font-size: 14px;">애플은 이제 AI회사가 됩니다[WWDC2024] (2024년6월11일) </span></a></span></span></p> <p><br></p> <p><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://stib.ee/05uC" style="font-weight: bold; color: rgb(0, 0, 0); text-decoration: none;" class="stb-bold stb-underline" target="_blank"><span style="font-size: 14px;">잘 봐 AI 생태계 싸움이다. (2025년 6월19일</span></a></span></span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2623300_1737576845809087902.jpg" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">삼성 갤럭시 언팩 2025에 등장한 데미스 하사비스 구글 딥마인드 CEO <사진=매일경제></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">삼성 구글 퀄컴의 동상이몽</span></div> <div> </div> <div> <p><span style="font-size: 14px;">오늘 공개된 갤럭시S25는 지난해 하반기에 등장한 애플 인텔리전스에 대한 '구글과 삼성'의 반격으로 해석할 수 있습니다. 애플 생태계와 안드로이드 생태계라는 양대 생태계의 싸움에서 '구글+삼성+퀄컴' 동맹군이 모처럼 힘을 합친 모습입니다. </span></p> <p><br></p> <p><span style="font-size: 14px;">사실 구글, 삼성, 퀄컴 동맹군은 오합지졸이라는 말이 어울릴 정도로 단일 대오를 갖추지 못하고 있었습니다. 😫</span></p> <p><br></p> <p><span style="font-size: 14px;">구글이 안드로이드 생태계를 운영하는 것은 스마트폰의 기본 검색엔진과 인터넷 브라우저로 '구글'과 '크롬'을 넣는 것이 1순위입니다. 스마트폰을 많이 파는 것보다 더 많은 사람들이 구글 검색을 이용하고, 더 많은 사람의 데이터를 모으는 것이 중요하기 때문입니다. 그런데 구글은 자체 스마트폰 픽셀을 내놓으면서 삼성전자와 사실상 경쟁구도에 돌입합니다. </span></p> <p><br></p> <p><span style="font-size: 14px;">반도체 회사 퀄컴의 가장 큰 사업은 스마트폰용 반도체인 AP. 퀄컴의 AP를 가장 많이 사주는 회사는 삼성전자죠. 그런데 퀄컴의 반도체가 워낙 비싸다보니 삼성전자는 등골이 휠 지경이고, 그래서 자체 AP인 엑시노스를 열심히 개발하고 있습니다. 하지만 복잡한 이슈로 엑시노스는 퀄컴 스냅드래곤의 경쟁상대가 되지 못해서 삼성전자는 퀄컴의 AP를 쓸 수밖에 없는 상황. 이런 상태에서 퀄컴은 어떤 전략을 펼쳐야할까요? 최대한 가격을 높여서 삼성전자를 착취(?)하는 방법이 있겠죠. 그런데 이렇게되면 삼성전자 스마트폰 사업이 망해버릴지도 모릅니다. </span></p> <p><br></p> <p><span style="font-size: 14px;">삼성전자도 복잡한 위치에 있습니다. 삼성전자 스마트폰은 구글 안드로이드에 많이 의존하고 있죠. 그런데 LLM 기술에서 삼성전자는 구글에 더 의존할 수 밖에 없는 상황입니다. 좋은 LLM은 방대하고 좋은 데이터에서 나옵니다. 이 데이터를 가진 1등 기업은? 구글이죠. 삼성전자가 죽었다 깨어나도 구글과 같은 LLM을 만들 수 없습니다. 이건 심지어 오픈AI나 아마존도 마찬가지입니다. 이런 상황에서 삼성전자는 고민을 해볼수밖에 없습니다. 직접 LLM을 만들 것인가. 아니면 파트너인 구글의 제미나이를 쓸 것인가. </span></p> <p><br></p> <p><span style="font-size: 14px;">애플은 애플 인텔리전스를 자체 개발하고 있습니다. 온디바이스와 클라우드용으로 개발된 애플 인텔리전스는 하지만 좋은 평가를 받지 못하고 있습니다. 그도 그럴 것이 10년 이상 AI만 만들어온 구글과 최근에서야 LLM 개발에 뛰어든 애플이 같은 선상에 서기는 어렵기 때문입니다.</span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2623300_1737577586694926040.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">애플 인텔리전스에 대한 평가는 현재 좋지 않습니다. 그리고 한국어도 안됩니다. <블룸버그></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">더이상 오합지졸이 아니다</span></div> <div> </div> <div> <p>갤럭시 S25는 그래서 오합지졸인 세 회사가 모처럼 뭉친 것처럼 보입니다. 사실 내부 사정은 잘 모르겠습니다. 최신 퀄컴 스냅드래곤 8 엘리트가 탑재되었음에도 불구하고, S25 의 모든 제품군은 가격이 동결됐습니다. 삼성은 모든 라인업에서 엑시노스를 제외하고 퀄컴 반도체를 사용했습니다. </p> <p><br></p> <p>S25는 '제미나이 폰'이라고 불러도 될 정도로 제미나이가 찰떡같이 잘 통합되어있습니다. 갤럭시 언팩에 데미스 하사비스 구글 딥마인드 CEO가 영상으로 등장했고, 구글의 제미나이 경험 총괄(B2C)인 시시 샤오 구글 부사장이 직접 무대에 올랐습니다. 매년 구글 임원들이 갤럭시 언팩에 등장하기는 했지만 이번에는 '제미나이'가 언팩행사에 깊숙하게 들어온 느낌입니다. </p> <p><br></p> <p>사실 구글이 이미 픽셀9 으로 '제미나이폰'을 구축했지만 UI인 'One UI 7'부터 시작해서 스마트폰의 모양새까지 픽셀폰은 S25와 상대가 안됩니다. 엄청난 생성형AI 클라우드 사용료를 삼성이 구글에 어떻게 낼것인가. 그것이 궁금한데 삼성과 구글의 모종의 합의가 있지 않을까 상상해봅니다. 아이폰과 생태계 전쟁에서 승리(라고 적고 생존)하기 위해 구글+삼성+퀄컴이 손을 꽉 부여잡은 모양새입니다. </p> <p><br></p> <p>퀄컴의 모바일, 컴퓨트, XR 담당인 알렉스 카투지안 수석부사장은 저와 만나 "노태문 삼성전자 사장과 25년간 함께 일해왔다. 이번만이 아닌 2-3년 이상의 장기적인 시각을 갖고 협력하고 있다"면서 "퀄컴 스냅드래곤 8 엘리트(가 탑재된 갤럭시S25)로 기술 리더십을 아이폰에서 안드로이드 생태계로 가져올 것이다"라고 자신감을 표했습니다. </p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img.stibee.com/11584_1684909409.png?lnergr16?ic7v7j4d?kxoa5es0%22 style="width:316px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="316" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2623300_1737577116385598196.jpg" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">삼성이 언팩에서 공개한 갤럭시S25 엣지. 현재 가장 얇은 스마트폰은 중국 트랜션의 익피닉스로 6.8mm로 알려져있습니다. <매일경제></span></div> <div> <div><br></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">피튀기는 스마트폰 시장</span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">삼성의 위치는? </span></div> </div> <div><br></div> <div> <p><span style="font-size: 14px;">스마트폰이라는 제품의 부가가치는 어디서 제일 많이 나올까요? 소프트웨어 생태계가 가장 크다고 봅니다. 그 다음은 스마트폰 AP죠. 다음으로 메모리, 모뎀, 카메라 등 부품들이고, 가장 부가가치가 낮은 것이 스마트폰 조립이죠.</span></p> <p><br></p> <p><span style="font-size: 14px;">애플은 소프트웨어 생태계, 스마트폰 AP를 직접 만들고, 최근에는 모뎀도 내재화에 나섰습니다. 가장 부가가치가 낮은 스마트폰 조립은 대만 폭스콘이 담당합니다.</span></p> <p><br></p> <p>안드로이드 OS와 LLM은 구글이 만들고, AP는 퀄컴이 만들면 삼성전자에게 남는 것은 메모리와 스마트폰 조립만 남는 것 같다는 생각이 듭니다. 삼성전자가 스마트폰에서 가질 수 있는 가치와 경쟁력은 무엇일까요? </p> <p><br></p> <p>두 가지가 생각납니다. 하나는 엔지니어링과 서플라이체인입니다. 스마트폰을 더 얇고 가볍게 만들고, 이를 저렴하게 생산하는 능력입니다. 이번 언팩에서 삼성전자는 6mm대 의 얇은 두께인 '갤럭시S25엣지'를 깜짝 공개했습니다. (참고로 갤럭시S25 기본형의 두께는 7.2mm입니다) </p> <p><br></p> <p>두번째는 스마트폰을 사용하는 고객정보와 고객데이터입니다. 앞서 미라클레터에서 애플 인텔리전스의 핵심은 애플 고객데이터라는 말씀을 드린 적이 있는데요. 이를 가지고 어떻게 개인화된 AI를 만드느냐가 중요한데요. 이것이 고객 경험을 근본적으로 다르게 할 수 있기 때문이죠. 삼성전자가 지난해 7월 인수한 <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://news.samsung.com/kr/삼성전자-英-지식-그래프-기술-스타트업-옥스퍼드-시" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank">옥스포드 시맨틱 테크놀로지스</a></span>의 기술이 사용됩니다. </p> <p><br></p> <p>애플이나 삼성전자 같은 단말기 회사들은 고객의 정보를 가지고 있습니다. 스마트폰 안에 있죠. 그런데 생성형AI를 사용하려면 이 정보가 데이터센터로 가야합니다. 여기서 신뢰의 문제가 발생하죠. 애플이 고객정보를 처리하는 별도의 데이터센터까지 만드는 이유입니다.</p> <p><br></p> <p>이번 언팩에서 삼성전자도 <span>사용자의 패턴, 취향 등 개인화 데이터를 분석하는 PDE(Personal Data Engine)라는 것을 공개했습니다. 그리고 이 데이터는 자체 보안 플랫폼인 녹스를 통해서 보관된다고 밝혔죠. 뿐만 아니라 고객의 데이터는 AI학습이나 맞춤형 광고를 위해 사용되지 않을 것이라고 약속했습니다. 이는 어떻게 보면 구글이 절대 약속할 수 없고 삼성이기 때문에 할 수 있는 약속이라는 생각이 들었습니다. </span></p> <div><br></div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2623300_1737577302492115096.jpg" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">삼성이 언팩 현장에서 공개한 프로젝트 무한 XR헤드셋 <매일경제></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">XR이 삼성의 돌파구가 될까</span></div> <div><br></div> <div><span style="font-size: 14px;">삼성전자는 이날 행사장에서 XR헤드셋인 무한의 실물을 전시했습니다. 그리고 향후 스마트안경도 내놓을 것이라는 로드맵을 공개했죠. 좀더 구체적인 내용은 올해 연말에 공개한다고 밝혔습니다. </span><span style="font-size: 14px;"></span></div> <div><br></div> <div><span style="font-size: 14px;">사실 이제 삼성에게 가장 큰 위협이 되는 것은 애플이 아니라 중국 스마트폰 업체입니다. 우리나라의 다른 모든 산업과 마찬가지죠. 이제 중국의 전자제품은 '싸고 가성비'를 넘어서 기술적으로도 갤럭시와 아이폰을 위협하고 있습니다. 한국에도 샤오미 스마트폰이 정식으로 진출했죠.</span></div> <div><br></div> <div><span style="font-size: 14px;">이제 한국의 소비자들도 애국심으로 삼성전자 스마트폰을 구매하지는 않습니다. 가격과 성능, 브랜드까지 종합적으로 판단해서 구매합니다. 서서히 중국산 제품들이 우리의 일상으로 들어올 것으로 보입니다.</span></div> <div><br></div> <div><span style="font-size: 14px;">결국은 더 앞선 기술과 새로운 시장으로 움직이는 것밖에 방법이 없을 것 같은데요. 저는 개인적으로 삼성 스마트 안경을 기대해보고 있습니다. 제미나이와 안드로이드 생태계, 갤럭시 스마트폰, 한국인에게 가장 잘 맞는 스마트안경이 나오기를 기대해봅니다. </span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 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style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, 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class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">※ <span class="stb-bold" style="font-weight: bold;">붉은 제목을 누르면 상세 내용으로 연결됩니다.</span></span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:justify;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 25px 25px;padding-bottom:0;;text-align:justify;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2325178_1722870261702317624.png" style="width:100%;display:inline;vertical-align:bottom;text-align:justify;max-width:100%;height:auto;border:0;" width="580" class="stb-justify"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 25px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html" target="_blank" style="text-decoration: none; color: rgb(0, 0, 0); font-weight: bold;"><span style="color: #ff4040; font-size: 16px; font-weight: bold;" class="stb-bold">오픈AI 오라클 소프트뱅크 5000억 AI인프라 투자</span></a></div> <div> <div>도널드 트럼프 대통령이 미국 기업들이 AI 인프라에 5000억달러를 투자할 것이라고 21일(현지시간) 발표했어요. '스타게이트'라고 불리는 이 프로젝트에는 오픈AI와 오라클, 일본 소프트뱅크가 참여. 거대한 AI 데이터센터를 만든다는 계획. 다만 마이크로소프트가 전면에 나서고 있지 않아서 마이크로소프트와 오픈AI가 거리를 두는 요즘의 모습을 확인할 수 있었습니다. 오픈AI와 적대적인 관계인 <span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.wsj.com/tech/musk-pours-cold-water-on-trump-backed-stargate-ai-project-53428d16?mod=WSJ_home_mediumtopper_pos_1%22 style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-bold stb-underline" target="_blank">일론 머스크는 22일 이를 '디스'</a></span></span>했습니다. </div> <div><br></div> <div> <div> <p><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.kron4.com/news/national/bay-area-tech-ceos-get-front-row-seats-at-trump-inauguration-what-this-means/" style="font-weight: bold; font-style: normal; text-decoration: none; color: #000000;" class="stb-bold" target="_blank"><span style="color: #ff4040; font-size: 16px; font-weight: bold;" class="stb-bold">도널드 트럼프 취임식 중심에 선 빅테크</span></a></p> </div> </div> <div> <div> <p><span class="u_word_dic">20일(현지시간) 도널드 트럼프가 미국의 47대 대통령으로 취임했어요. 미국뿐 아니라 전세계가 완전히 새로운 시대에 접어들었습니다. 취임식에는 일론 머스크 테슬라 CEO, 마크 저커버그 CEO, 순다르 피차이 구글 CEO, 제프 베이조스 아마존 창업자 겸 회장, 팀 쿡 애플 CEO, 세르게이 브린 구글 창업자, 샘 올트먼 오픈AI CEO 등 테크 기업의 유명인들이 대거 참석. 도널드 트럼프 대통령이 미국의 빅테크기업들을 밀어주는 모습이에요.</span></p> <p><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.nytimes.com/athletic/6080706/2025/01/22/netflix-espn-nfl-jake-paul-beyonce-wwe-ufc-earnings-nflx/" style="font-weight: bold; font-style: normal; text-decoration: none; color: #000000;" class="stb-bold" target="_blank"><span class="u_word_dic"> </span></a></p> <div><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.nytimes.com/athletic/6080706/2025/01/22/netflix-espn-nfl-jake-paul-beyonce-wwe-ufc-earnings-nflx/" style="font-weight: bold; font-style: normal; text-decoration: none; color: #000000;" class="stb-bold" target="_blank"><span style="color: #ff4040; font-size: 16px; font-weight: bold;" class="stb-bold">구독자 3억명 돌파 넷플릭스 주가 급등</span></a></div> <div> <div>21일 분기 실적을 발표한 넷플릭스가 주가가 22일 10% 가까이 급등. 실적이 예상보다 잘 나온데다가 구독자도 3억명을 돌파하면서 역대 최고치를 넘었어요. 오징어게임 시즌2의 성공과 마이크 타이슨 권투경기, NFL 등 스포츠 경기 생중계가 효과가 컸다고. 심지어 이날 넷플릭스는 미국에서 구독료까지 인상! 넷플릭스는 구독과 광고 양쪽 시장을 다 잡고있는 것으로 보여요. </div> </div> </div> </div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 50px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2325178_1722870114790890775.png" style="width:auto;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="315" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 10px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-2" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:25px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 26px; font-weight: bold; color: #747474;" class="stb-bold stb-fore-colored">삼성AI의 미래?</span></div></td></tr></tbody></table></div></div><div class="stb-right-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:25px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div> <div style="text-align: left;"> <p style="text-align: justify;"><span>미국에 와서 느낀 것. 먼저 삼성 갤럭시의 시장점유율이 높지 않습니다. 20%대에서 유지되고 있습니다. </span>오히려 미국에서 삼성은 'TV' 브랜드라는 인식이 강합니다. </p> <p style="text-align: justify;"><br></p> <p style="text-align: justify;">컴퓨터 회사로 시작한 애플과 TV 회사로 시작한 삼성에 대한 브랜드 인식이 다를 수 밖에 없다는 생각이 들었습니다. </p> <p style="text-align: justify;"><br></p> <p style="text-align: justify;">그래서 AI의 부상이 삼성의 브랜드에 긍정적인 효과를 더할 수 있는 기회가 될 것 같다는 생각도 듭니다. AI는 스마트폰을 넘어서 웨어러블과 가전제품, 자동차 까지 전방위로 우리의 삶에 들어올 것으로 보입니다. 인간보다 AI에게 더 많이 말을 거는 시대가 곧 찾아올 것 같습니다. 이 AI의 이름은 무엇이 될까요? 삼성AI 일까요, 제미나이 일까요, 시리일까요. </p> <p style="text-align: justify;"> </p> <p><br></p> </div> </div> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-weight: bold; font-size: 18px; color: #ff4040; background-color: #ffffff;">당신의 멋진 미래를 위해</span></div> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-weight: bold; font-size: 18px; color: #ff4040; background-color: #ffffff;"><span style="text-decoration: underline;" class="stb-underline"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://media.naver.com/journalist/009/22098" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank"><span style="color: #ff4040; text-decoration: underline;" class="stb-fore-colored stb-underline">이덕주</span></a></span> 드림</span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 10px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 15px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 15px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 5px 15px 5px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div style="text-align: center;"><span style="font-size: 12px; 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