NATHAN RESEARCH GROUPbuyer room · privateManage buyer room
Two layers. (1) A proprietary seven-layer grid-equipment supply-chain model built from Korean supplier disclosure plus on-the-ground expert interviews: forward order-book estimates by supplier (~US$160bn across six suppliers in four reporting groups, US$130bn on 2026 disclosure only), quoted lead times by equipment class with vintage dating, backlog-to-revenue cover (Korea's big three at 2.4 years, ₩36.7tn backlog vs ₩15.01tn revenue), export-vs-domestic backlog composition, segment margin decomposition, production-slot value and permitting/consent timing. (2) The underlying latent asset — 13 years of expert-network interview corpus (expert calls, survey research) across Korean industrial, manufacturing and financial-services supply chains, with a recruited specialist panel.
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