아시아태평양 선진국의 성장 기회(2024-2032년)

High-Tech Leadership and Renewables to Drive Industrial Momentum

Developed Asia-Pacific economies, such as Japan, South Korea, Taiwan, Australia, and Singapore, are at the forefront of advanced technology and industrial innovation. These countries have strong ambitions to sustain global tech leadership. However, they face strategic pressures from shifting geopolitics, energy-security challenges, and efforts to reduce import dependence through renewables. Their ability to balance technological expansion with aging demographics and evolving security and energy needs will shape their regional competitiveness and global value chains in the long term. These countries will face near-term challenges from US tariffs, with economic growth staying uneven between 2025 and 2026:

• Australia and Japan will rebound in 2025-2026 from weak 2024 consumption and investment
• South Korea and Singapore will cool before a mild 2026 recovery
• Taiwan's semiconductor-led expansion will peak in 2025, then ease in 2026 as US tariff effects set in

This thought leadership delivers strategic insight into the region's key growth drivers and restraints through 2032, offering country-level outlooks for Japan, Singapore, South Korea, Australia, and Taiwan to guide market-expansion priorities. It outlines US tariff impacts, growing industries, and economic megatrends for each of these economies, equipping leaders to position near-term investments and capture long-term opportunities.

Key Themes:

• Regional Competitive Advantages and Weaknesses, 2024-2032
• Implications of US Tariff Wars
• Country-Level Economic Outlook and Industry Growth Opportunities: Japan, Singapore, South Korea, Australia, and Taiwan
• Long-Term Growth Opportunities

Table of Contents

Research Scope

• Scope of Analysis

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Developed Asia-Pacific's Economy

Growth Opportunity Analysis: Developed APAC

• Key Economic Metrics
• Growth Drivers
• Growth Restraints

Developed APAC: Regional Analysis

• Developed APAC: GDP Growth Forecast and Drivers
• Developed APAC: Competitive Advantages
• Developed APAC: Weaknesses
• Developed APAC: Implications of US Tariff Wars

Developed APAC: Australia Outlook

• Australia: Economic Outlook
• Australia: Long-Term Economic Megatrends
• Australia: Key Growth Industries

Developed APAC: Japan Outlook

• Japan: Economic Outlook
• Japan: Long-Term Economic Megatrends
• Japan: Key Growth Industries

Developed APAC: Singapore Outlook

• Singapore: Economic Outlook
• Singapore: Long-Term Economic Megatrends
• Singapore: Industry Highlights

Developed APAC: South Korea Outlook

• South Korea: Economic Outlook
• South Korea: Long-Term Economic Megatrends
• South Korea: Key Growth Industries

Developed APAC: Taiwan Outlook

• Taiwan: Economic Outlook
• Taiwan: Long-Term Economic Megatrends
• Taiwan: Key Growth Industries

Growth Opportunity Universe

• Growth Opportunity 1: Defense Manufacturing and Technology
• Growth Opportunity 2: Semiconductor Manufacturing
• Growth Opportunity 3: Renewables
• Growth Opportunity 4: Silver Economy
• Growth Opportunity 5: High-Tech Digital Infrastructure

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer