전 세계 해저케이블 교체가 시작됐습니다, 한국 회사가 그 공사를 따내고 있습니다

#SubmarineCable #LSCable #PowerGrid #AIDataCenter #Economy Submarine cables spanning 1.5 million kilometers beneath the ocean—a length equivalent to wrapping around the Earth 37 times—have now reached the end of their lifespan all at once. They are being removed not because they are old and broken, but because their capacity has run out. There are only five companies in the world capable of carrying out this construction, and one of them is located in Korea. 📌 Topics covered in this video · Telecommunications and power cables are similar in name only; the markets and companies are different. · The design lifespan is 25 years, but the actual average lifespan of retired cables was 17 years. · It is due to capacity, not failure. Economic lifespan precedes physical lifespan. · New investment amounts to approximately $13 billion over the three years from 2025 to 2027, nearly double that of the previous three years. · Google and Meta use about 75% of the submarine bandwidth. · There are five companies capable of manufacturing 525kV-class cables. It is commonly said that there are four locations, but that number excludes Japan. · If cables are laid flat to solidify, the insulation layer shifts, so a 201m-high tower is erected to pull them out vertically. · Even if one knows how to build them, a contract cannot be signed without a ship to lay them. There are only about 60 such ships in the world. · Therefore, instead of building ships, the entire company that owns the ships was acquired. · 2 trillion won in the Netherlands, 10 consecutive rounds in Taiwan, and 686.5 billion won in North America. The order backlog is 8.5 trillion won. · However, revenue is 7.5882 trillion won, with an operating profit of 279.8 billion won, representing 3.7%. · It is still in 4th place. The number one company, Prysmian, has revenue of 26 trillion won and acquired a US company for 3.8 billion dollars. · The real battleground is the 11 trillion won bid for the 620km West Coast in 2027. No one has won yet. 🔗 Main Source TeleGeography — 2026 Submarine Cable Map TeleGeography — Want To Retire in Your 20s? Become a Submarine Cable TeleGeography — Building Tomorrow's Internet: A 2026 Update on Cable Investment CSIS — Risk Beneath the Waves: Safeguarding Subsea Cables SubTel Forum — Aging Subsea Cable Fleet Needs a $3B Upgrade CNBC — Underwater cables are a vital piece of the AI ​​buildout and internet GlobeNewswire — Submarine Power Cable Markets Report 2024-2034 Aju Business Daily — LS Cable & System Acquires First Domestic Certification for HVDC Submarine Cable with 25% Increased Transmission Capacity Asia Today — LS Cable & System Achieves Record-Breaking Performance with Order Backlog of 7.63 Trillion Won Metro News — West Coast Energy Highway Bidding War: LS Cable & System vs. Taihan Cable Compete for 11 Trillion Won HVDC Contract ※ Additional reference materials are in the pinned comment. 🔔 This is a channel where we read the structure behind the numbers together. Your subscriptions and likes are the driving force behind creating the next story. #SubmarineCable #LSCable #TaiwanCable #HVDC #PowerGrid #OffshoreWind #AIDataCenter #ElectricityRates #EconomicNews #IndustryAnalysis