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Yes, I did say it. In Korea, I believe Apple will soar and Google will not.

It isn't about how awesome their products and services are; it isn't about how smart their strategists are; it isn't even about how much cash they can pour into the Korean market. It's about us; the Korean people.

As I mentioned before, as much as the Internet is being used for "informational" purposes in Korea, it isn't really about efficiency and productivity here, which Google has mastered. Rather, when we say information and productivity, we mean more of "how socially compatible are you when you work with others" or even "how keen are you to what everyone else is talking about?" which is where Google might miserably fail, at least in Korea.

To be more precise, I think Google needs to be more "social" even when giving out information, which is what Naver is doing best. This is also why Google finally gave in here by portalizing itself. Information matters--only when it matters to everyone else at the same time. Google is not particularly good at this--at least not yet. The importance of social belonging and interdependence in the meaning of information is one of the major topics I'll be covering throughout 2010, so keep your eyes closely.

Now, why do I think Apple will soar? I think Apple touches upon the emotional side of the Korean consumers. As much as the tech industry is becoming more like the fashion industry, Apple represents the new "social upper class" among the Korean people. Apple is the new Louis Vuitton and the new Chanel. Asian people love luxury brands and Apple is becoming one of them.

Looking at Korea through the angles of companies--Samsung, LG, Google, Apple-- will be a fun way to learn about Korea. I've started developing a strategic framework on how to attack the Korean tech/digital industry and deeply move our minds and hearts.

I want Google to soar here as well; but that might require too much for Google's pride, at least for those in Mountain View.