Korean IT powerhouses challenge global titans in AI market 한국 IT 기업AI시장도전

[김우정]

네이버, 카카오, LG, SK텔레콤, KT 등 국내 IT 기업들이 AI시장에 진출하고 있습니다.

네이버는 8월 하이퍼클로바 X를 카카오는 10월에 KoGPT를 출시할 예정입니다.

순다 피차이Alphabet CEO는 지난 5월 구글의 생성형AI 바드의 업그레이드 버전을 공개하면서

영어 이외에도 한국어와 일본어로도 제공될 예정이라고 밝혔습니다.

한국의 생성형AI 신제품들이 한국시장은 물론 세계시장에서의 선전을 기대합니다.

Korean IT powerhouses challenge global tech titans in AI market
한국 IT 기업들이 AI 시장에서 글로벌 대기업에 도전

By Baek Byung-yeul 백병열 기자
Posted : 2023-08-31 13:54 Updated : 2023-08-31 16:48
Korea Times

 Naver joins AI race with HyperCLOVA X, Kakao to launch KoGPT soon
네이버, 하이퍼클로바X로 AI 경쟁 참가, 카카오도 곧 KoGPT 출시 예정

Naver, Kakao, LG, SK Telecom, KT and other IT companies here are aggressively launching or plan to introduce generative AI services to counter the growing influence of ChatGPT and other AI services introduced by global big tech firms.
네이버, 카카오, LG, SK텔레콤, KT 등 국내 IT 기업들이 글로벌 대기업들이 소개한 ChatGPT 및 기타 AI 서비스의 영향력이 커짐에 따라 생성형 AI 서비스를 적극적으로 출시하거나 계획 중이다.

Services by local companies can display robust performance here ― compared to ChatGPT provider OpenAI, Google and Microsoft ― if they provide customized services that meet the needs of Korean users, industry officials say.
국내기업들의 서비스는 한국사용자의 요구를 충족시키는 맞춤형서비스를 제공한다면, ChatGPT 공급자인 OpenAI, Google 및 Microsoft와 비교하여 강력한 성능을 보일 수 있다고 업계 관계자들은 말한다.

One of the latest Korean AI companies to gain traction is Naver, which unveiled its hyperscale AI, HyperCLOVA X, and its associated generative AI service CLOVA X, on Aug. 24. In addition to Naver, LG AI Research unveiled its hyperscale AI platform, EXAONE, in July.
최근 주목받는 한국 AI 기업 중 하나는 네이버로, 8월 24일에 하이퍼 스케일 AI 하이퍼클로바 X와 관련된 생성 AI 서비스 CLOVA X를 공개했다. 네이버 외에도 LG AI연구소는 7월에 하이퍼 스케일 AI 플랫폼 EXAONE을 공개했다.

Kakao, known for its KakaoTalk mobile messenger, will unveil KoGPT in October. What makes Kakao's generative AI different is that it will be connected to KakaoTalk, the most popular messenger among Koreans. The company said KakaoTalk and its AI service will be combined to make it easier to use transactional services such as ordering, booking and payments.
카카오Talk 모바일 메신저로 유명한 기업 카카오는 10월에 KoGPT를 공개할 예정이다. 카카오의 생성형 AI의 차별점은 한국인 사이에서 가장 인기 있는 메신저인 카카오톡에 연결될 것이라는 점이다. 이 회사는 카카오톡과 그 AI 서비스를 결합하여 주문, 예약 및 결제와 같은 거래 서비스 사용을 더욱 쉽게 만들 계획이다.

Later this year, mobile carrier SK Telecom will unveil a generative AI service based on its AI service A. (A dot) and KT will unveil its Mi:dm service.
올해 후반 이동통신사 SK텔레콤이 AI 서비스 A를 기반으로 한 생성 AI 서비스를 공개할 예정이며, KT도 Mi:dm 서비스를 공개할 예정이다.

IT and telecommunications companies are not the only ones entering this business. Game company NCSOFT is developing a large language model (LLM) called VARCO to improve the efficiency of game and related content development, and AI startup Upstage is building a private LLM for security-conscious corporate customers.
IT 및 통신 기업만이 이 분야에 참여하는 것은 아니다. 게임기업 NCSOFT는 게임 및 관련 콘텐츠 개발의 효율성을 향상시키기 위해 VARCO라는 대형 언어모델을 개발하고, AI 스타트업 Upstage는 보안에 민감한 기업고객을 위해 사설 LLM을 구축하고 있다.

Eval‎uating CLOVA X, Naver's conversational AI service, experts said the HyperCLOVA X-based service has sufficient competitiveness because it is more optimized for Korean users compared to foreign-made services.
CLOVA X, 네이버의 대화형 AI 서비스를 평가한 전문가들은 HyperCLOVA X 기반의 서비스는 외국 제작서비스와 비교하여 한국 사용자에게 더 적합하다고 말했다.

They also said that it remains to be seen whether services offered by Korean companies in the domestic market will be able to attract a large number of users compared to the products of global big techs, as the market is still in its infant stage. However, they also said that generative AI is the path that Korean tech companies must take as it can help users improve work efficiency and make it easier to do creative work.
또한 현재 시장이 아직 초기 단계에 있기 때문에 국내기업들의 서비스가 글로벌 대기업의 제품에 비해 많은 사용자를 유치할 수 있는지 여부는 더 알아봐야 할 것이라고 말했다. 그러나 이들은 또한 생성형 AI가 한국 기술 기업이 취해야 할 길로, 사용자의 작업 효율을 향상시키고 창의적인 작업을 더 쉽게 할 수 있도록 도와줄 수 있는 경로라고 말했다.

"Since it is a model that came out after ChatGPT, it shows a similar user interface, so CLOVA X doesn't look new, but there are cases where it produces better results than ChatGPT for Korean users," Kim Keun-kyo, head of Brand & Communication at Upstage said. "There are expectations in the market that CLOVA X is optimized for domestic data."
"ChatGPT 이후에 나온 모델이므로 유저 인터페이스가 비슷한 모습을 보이므로 CLOVA X는 새로운 것이 아니라 보일 수 있지만, 한국 사용자에게 ChatGPT보다 더 나은 결과를 내는 경우가 있다," 고 Upstage의 김근교 브랜드 및 커뮤니케이션 담당책임자는 말했다. "시장에서는 CLOVA X가 국내 데이터에 최적화되었다고 기대하고 있습니다."

"While Naver has launched its service, it's still too early to make any predictions about the domestic generative AI market. However, the market is promising," an official at a local IT company said on condition of anonymity.
"네이버가 서비스를 출시했지만 국내 생성형 AI시장에 대한 어떤 예측도 지금은 아직 이르다. 그러나 시장은 유망하다," 국내 IT기업의 한 관계자가 익명으로 말했다.

"Metaverse technology was initially in the limelight, but now the spotlight has faded a bit, but generative AI can be used in various fields, so domestic companies will continue to try to grow this technology into their core business," the official added.
"메타버스기술은 처음에 화제가 되었지만, 이제 조명이 약간 사라졌다. 그러나 생성형 AI는 다양한 분야에서 사용될 수 있으므로 국내 기업들은 이 기술을 핵심 사업으로 성장시키기 위해 계속 노력할 것이다," 라고 관계자는 덧붙였다.

Naver CEO Choi Soo-yeon introduces the company's hyperscale AI X and related services during Team Naver DAN 23 conference, at the Grand InterContinental Seoul Parnas hotel in southern Seoul, Aug. 24. Courtesy of Naver 최수연 네이버 CEO는 8월 24일 서울 남부에 위치한 그랜드 인터컨티넨탈 서울 파르나스 호텔에서 열린 Team Naver DAN 23 컨퍼런스에서 하이퍼스케일 AI HyperCLOVA X 및 관련 서비스를 소개하고 있다. 네이버제공

Experts said domestic companies are trying to achieve success with their generative AI services in the business-to-business (B2B) market, where they offer their platforms to companies, after receiving positive responses from the business-to-customer (B2C) market.
전문가들은 국내 기업들이 기업 간 (B2B) 시장에서 긍정적인 반응을 받은 후 소비자 간 (B2C) 시장에서 플랫폼을 제공하는 곳에서 성공하려고 노력하고 있다고 말했다.

For example, game company Smilegate recently signed a memorandum of understanding with Naver Cloud, the developer of HyperCLOVA X, to collaborate on technology.
예를 들어, 게임기업 스마일게이트는 최근 하이퍼클로바 X를 개발한 네이버 클라우드와 기술협력을 위한 업무협약을 체결했다.

"Through the collaboration, Smilegate will leverage Naver's diverse AI technologies and services to help Smilegate with its virtual person creation, creative AI tools and analytical AI tools," Han Dae-woong, director of the AI Center at Smilegate, said. "We will conduct various tests and research using Naver's technologies that are open to us, including HyperCLOVA X, and if the results are good, we plan to expand further."
"이번 협력을 통해 스마일게이트는 네이버의 다양한 AI 기술과 서비스를 활용하여 가상인물생성, 창의적 AI 도구 및 분석 AI도구를 지원하게 될 것이다," 스마일게이트 한대웅AI 센터장은 말했다. "우리는 네이버의 기술을 활용한 다양한 실험과 연구를 진행하며, 결과가 좋으면 더 확대할 계획이다."

Not only platform developers but also IT service companies such as Samsung SDS and LG CNS are seeking business momentum in the generative AI business as they are working on developing services that help their business customers easily adopt various kinds of generative AI services.
플랫폼 개발사뿐 아니라 삼성SDS, LG CNS 등 IT서비스 기업들도 그가 맡은 서비스 개발에 매진하며 생성형 AI 사업에서 사업 모멘텀을 찾고 있다.

Next month, Samsung SDS, the IT service arm of Samsung Group, will invite company executives, experts, and partners to learn about the company's strategy in the era of generative AI. During the meeting, the company will present its strategy in letting B2B customers use generative AI services optimized for their needs.
다음달, 플랫폼 개발자뿐만 아니라 삼성 SDS와 LG CNS와 같은 IT 서비스 기업도 다양한 종류의 생성형 AI 서비스를 비즈니스 고객이 쉽게 채택할 수 있도록 돕는 서비스를 개발하고 있어서 글로벌 대기업의 제품에 비해 국내 기업들의 비즈니스에서 힘을 얻고 있다.

LG CNS, LG Group's IT service arm, is also working with companies developing generative AI to launch related services. LG CNS already inked an agreement with Microsoft to utilize the U.S. tech giant's generative AI and invested in U.S.-based AI company, Anthropic. Through this, the company plans to help customers utilize AI services.
LG 그룹의 IT 서비스 부문인 LG CNS도 생성 AI를 개발 중인 기업과 연계하여 관련 서비스를 출시하고 있다. LG CNS는 이미 미국 기술 기업 마이크로소프트와 협약을 체결하여 미국 기업 Anthropic의 AI를 활용할 계획이며, 이를 통해 고객이 AI 서비스를 활용할 수 있도록 돕기 위한 전략을 수립할 예정이다.

AI platform providers in other countries are also moving to compete with Korean generative AI service providers.
다른 국가의 AI 플랫폼 제공업체들도 한국의 생성형 AI 서비스 제공업체와 경쟁하기 위해 움직이고 있다.

Alphabet CEO Sundar Pichai unveiled in May an upgraded version of Bard, Google's generative AI service, and announced that it will be available in Korean and Japanese first, in addition to English, before expanding to more languages.
순다 피차이Alphabet CEO는 지난 5월 구글의 생성형AI 서비스인 바드의 업그레이드 버전을 공개하고, 영어 이외에도 한국어와 일본어로도 제공될 예정이라고 밝혔다.

"They're incredibly dynamic and exciting regions, which are at the cutting edge" of technology, Pichai said during a conference in California, May 10.
"그들은 매우 동적이고 흥미로운 지역이며, 기술분야의 최전선에 있다," 라고 피차이는 5월 10일 캘리포니아에서 열린 회의에서 말했다.

The CEO also wrote on Google's blog that if Korean users want to find a coding bug, they can talk to Bard in Korean, showing that the market here is high on their service priorities.
피차이 CEO는 또한 구글 블로그에 한국 사용자가 코딩 버그를 찾고 싶다면 한국어로 바드와 대화할 수 있다고 썼으며, 이는 한국시장이 그들의 서비스 우선순위에서 높음을 보여준다.

"Let's say you're working with a colleague in Seoul and you're debugging code. You can ask it to fix a bug and help out your teammate by adding comments in Korean to the code. It first recognizes the code is recursive, then suggests a fix. It explains the reasoning behind the fix, and it adds Korean comments like you asked," he wrote.
"서울에서 동료와 함께 작업하고 코드를 디버깅하고 있다고 가정해보자. 버그를 고치도록 요청하고 코드에 한국어로 주석을 추가하여 동료를 돕도록 할 수 있다. 먼저 코드가 반복됨을 인식한 다음 고침을 제안한다. 고침의 이유를 설명하고, 요청한 대로 한국어 주석을 추가한다," 라고 그는 기술했다.

#GenerativeAI(생성형AI) #ChatGPT #HyperCLOVAX(하이퍼클로바X) #KoGPT #B2B Market(B2B시장)