Sounds to me like they are recognizing the need for greater defensive capability that is effective in the current environment, or rather a great "counter-occupation" capability; and less of an armor heavy offensive capability.
That's a good thing, as we have no need to invade and occupy this country, nor do the South Koreans, or the Chinese. If they were investing heavily in offensive capabilities, then I would worry.
But for those who do spend time thinking about things like "how would I invade N. Korea" do me a favor and go tell your boss its time for a major overhaul of the plan, as the phase you've been basically blowing off is now the most difficult and critical phase of the operation.
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