Poland Is Just the Beginning! K-Defense Breaks Into the Middle East and Latin America; The Next 5 Years Will Decide Its True Fate. What Is the Next Export Target? (LIG Nex1) Defense Times CEO Ahn Seung-beom

"폴란드는 시작일 뿐!" 중동·남미 뚫은 K-방산, 다음 5년이 '진짜' 운명 결정한다. '다음 수출 타겟은 어디?' (LIG넥스원) 디펜스타임즈 안승범 대표
Watch on YouTube ↗  |  January 25, 2026 at 07:00  |  21:02  |  815 Money Talk (815머니톡)
Speakers
Ahn Seung-beom — CEO, Defense Times

Summary

Ahn Seung-beom, CEO of Defense Times, discusses how K-defense exports are expanding beyond Poland and Eastern Europe into the Middle East and Latin America. He highlights Saudi Arabia as the most concrete Middle East opportunity, while the UAE is seen as slower and more demanding on technology transfer. The interview details LIG Nex1's air-defense and guided-weapons export potential, KAI's trainer/light-attack and KF-21 efforts, and the need for Korean naval shipbuilders to expand exports. Ahn argues the next four to five years are critical for K-defense to bridge from existing backlog to new mass-produced weapons.

  • K-defense exports are spreading from Eastern Europe to the Middle East and Latin America.
  • Saudi Arabia is viewed as a more certain defense market than the UAE due to budget, Vision 2030, and replacement demand.
  • LIG Nex1's Cheongung-II and future L-SAM are key Middle East air-defense export candidates.
  • KAI is pursuing US Navy trainer and Finland FA-50 opportunities while upgrading KF-21.
  • Naval exports are a remaining frontier, with HD Hyundai already selling to Peru and the Philippines and Hanwha Ocean urged to join, especially for Canada's submarine program.
  • The next four to five years are critical for new Korean weapons to reach mass production and sustain follow-up exports.
  • Africa outside North Africa is viewed as difficult, while Southeast Asia provides steady but smaller orders.
Ideas
Ahn Seung-beom CEO, Defense Times 0:00
K-defense export expansion has multi-year runway.
K-defense exports are broadening from Poland and Eastern Europe to the Middle East and Latin America. Demand is driven by continuing wars, aging weapon systems that need replacement, and slow or expensive US/European alternatives. Existing Polish and missile contracts provide backlog until new platforms and weapons are mass-produced around 2030, making the next four to five years critical for the sector.
Ahn Seung-beom CEO, Defense Times 10:27
KAI trainer and FA-50 exports have momentum.
Korea Aerospace Industries is pursuing multiple trainer and light-attack export avenues. It has renewed a US Navy trainer bid with Lockheed Martin for about 200 aircraft, sees Finland as an FA-50 opportunity because its Hawk fleet is aging and it faces Russia, and has shown that FA-50 can be used as a light attack aircraft. KF-21 Block improvements could accelerate export market entry, though Italian M346 and Russian Yak-130 competition limits total global share.
Ahn Seung-beom CEO, Defense Times 15:56
LIG Nex1 air-defense exports target Middle East.
LIG Nex1 has strong air-defense and guided-weapons capabilities. Cheongung-II is exportable because it has proven ballistic-missile interception and is already deployed by the ROK Air Force, which Middle Eastern buyers treat as validation; Iraq has signed and Saudi Arabia is a priority target. L-SAM is still early and must be fully deployed in Korea before it can win export orders, but it offers a future high-end air-defense catalyst.
Ahn Seung-beom CEO, Defense Times 20:07
Naval defense exports are next K-defense frontier.
Naval weapons are a key remaining export frontier for K-defense. HD Hyundai Heavy Industries is already selling naval vessels in series to Peru and the Philippines, while Hanwha Ocean should join the naval export push, especially for Canada's submarine program. Expanding submarines and surface combatants is necessary for K-defense to move beyond its army- and air-force-heavy export base.
Ahn Seung-beom CEO, Defense Times 20:07
Naval defense exports are next K-defense frontier.
Naval weapons are a key remaining export frontier for K-defense. HD Hyundai Heavy Industries is already selling naval vessels in series to Peru and the Philippines, while Hanwha Ocean should join the naval export push, especially for Canada's submarine program. Expanding submarines and surface combatants is necessary for K-defense to move beyond its army- and air-force-heavy export base.
Up Next

This 815 Money Talk (815머니톡) video, published January 25, 2026, features Ahn Seung-beom discussing Korean defense sector, 047810.KS, 079550.KS, 329180.KS, 042660.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ahn Seung-beom  · Tickers: Korean defense sector, 047810.KS, 079550.KS, 329180.KS, 042660.KS