Authors
Kwon, Seok Joon, Oh, Miyeon, Park, You Won, Curriden, Christian, Chung, Dong Ho, Gonzales, Daniel, Shlapak, David A., Kang, Yun, Martin, Bradley, Lee, John J., Henriquez Sanchez, Natalia
- Division
- RAND National Security Research Division Acquisition and Technology Policy Program
- Pages
- 56
- Published in
- United States
- RAND Identifier
- RR-A2969-1
- RAND Type
- report
- Rights
- RAND Corporation
- Series
- Research Reports
- Source
- https://www.rand.org/pubs/research_reports/RRA2969-1.html
Table of Contents
- Technology Innovation Economic Growth and Geopolitics Policy Options for South Korea 1
- About This Report 3
- RAND National Security Research Division 3
- Chey Institute for Advanced Studies 3
- Acknowledgments 4
- Contents 5
- Tables 6
- Introduction 8
- Background and Motivation 8
- Game Objective 9
- About RANDs 360 Gaming Methodology 10
- Report Organization 10
- Gameplay 12
- Policy Game Background 12
- Scenarios 15
- Scenario I. Expansion of U.S. Restrictions 15
- Scenario II. Chinas Carrots and Sticks for EV Batteries 17
- Players 20
- Team Organization 20
- Game Execution 22
- Postgame Analysis 23
- Game Insights 24
- South Koreas Interest in U.S. Partnership Is Not Easily Put at Risk by Chinese Economic Measures Alone 24
- Trade-Offs Across Time Short-Term Perspectives vs. Long-Term Ones 25
- The U.S.-China Rivalry Requires South Korea to Keep Its Political Security and Economic Interests in Balance with One Another 27
- What Are the Key Takeaways on Strategy for South Korea 28
- Background Material 30
- Semiconductor Industry Basics 30
- Semiconductor Supply Chain Makeup 33
- Semiconductor Competitive Environment 35
- Commercial Competition 35
- Strategic Competition 37
- The Geopolitics of Semiconductors 38
- Effects of U.S. Efforts on South Korea 41
- Battery Supply Chains 42
- South Koreas Battery Industry Has Worlds Major Players and Has a High Ambition 42
- South Korea Depends Heavily on China for Raw Materials Processed Materials and Battery Components 44
- South Korean Dependence on China Creates Both Opportunities and Risks for South Korean Manufacturers 45
- Abbreviations 48
- References 50
