1. 5 繫ǥ.
ǥ | 2012 1Q | 2011FY | 2010FY | 2009FY | 2008FY | 2007FY | 2006FY |
ִ() | 1022 | 6,363 | 5,680 | 4,798 | 4,055 | 1,821 | 1,141 |
PER () | 10.88 | 12.49 | 18.06 | 19.74 | 15.18 | 37.71 | 17.56 |
ִڻ () | 31,119 | 30,847 | 26,115 | 20,935 | 16,387 | 11,939 | 9,743 |
PBR () | 1.4 | 2.58 | 3.93 | 4.52 | 3.29 | 5.75 | 2.04 |
ROE (%) | N/A | 20.63 | 21.75 | 22.92 | 21.67 | 15.25 | 11.63 |
ͷ (%) | 15.9 | 22.6 | 25.5 | 28.2 | 24 | 16.7 | 16.2 |
ͷ (%) | 24 | 33.1 | 33.4 | 33.9 | 38.7 | 24.6 | 23.8 |
б 107 ͱ 428 PER 11
ͷ : 30%븦 ̴ٰ 2012 1б 24% ϶Ͽϴ.
϶ Ƕ(sih4)ܰϷ εմϴ. ȸ翡 ǰ 15~20% ܰ
ް ϵǾٰ մϴ. ٿڴ ܱ 븦
ܰ Դϴ. ȸ ַǰ NF3(ȭ) ū ϴ ٰ մϴ.
24% ͷ 췮 Դϴ. ٸ ̴DZ 忡 ι̰
ȸ ǽ ٰ մϴ.
LCD 70% ȸϰ ְ, ¾籤 ҷ Ͽ,
̷ ִ»ȲԴϴ.(,ε)
2012 1б
(:鸸, %) | () | ⵿ | ⵿() | |||
ؽ | 67,907 | 73,013 | -5,106 | 71,845 | -3,938 | |
(-7.0%) | (-5.5%) | |||||
67,907 | - | - | 71,845 | -3,938 | ||
(-5.5%) | ||||||
ؽ | 16,281 | 23,460 | -7,179 | 24,098 | -7,817 | |
(-30.6%) | (-32.4%) | |||||
16,281 | - | - | 24,098 | -7,817 | ||
(-32.4%) | ||||||
μӻ | ؽ | 13,610 | 21,051 | -7,441 | 21,365 | -7,755 |
(-35.3%) | (-36.3%) | |||||
13,610 | - | - | 21,365 | -7,755 | ||
(-36.3%) | ||||||
ؽ | 10,784 | 15,866 | -5,082 | 16,827 | -6,043 | |
(-32.0%) | (-35.9%) | |||||
10,784 | - | - | 16,827 | -6,043 | ||
(-35 |
24% 162 30%̻ Ͽϴ.
ͷ 18% ũ Ͽϴ.
2.capa
(:)
ι | ǰ | 30 | 29 | 28 | |
Ư | NF3 | 6,500 | 4,500 | 2,500 | |
SiH4 | 2,400 | 2,400 | 400 | ||
WF6 | 200 | 200 | 200 | ||
9,100 | 7,100 | 3,100 |
س ڰȹ
5忡 nf3 1000, ߱ 1,000, 2,000 ȹ
LiPF6() ɷ:ȵ (290 ڰȹ) ֽϴ
(ϴ ȹ)
ι | ǰ | 30 | 29 | 28 | |
---|---|---|---|---|---|
Ư | NF3 |
6,500 | 4,500 | 2,500 | |
SiH4 |
2,400 | 2,400 | 400 | ||
WF6 |
200 | 200 | 200 | ||
9,100 | 7,100 | 3,100 |
CAPA븦 , ϰ ں ̷ , Ը ߱ϰ
ġ , ش 迡 ϰ ֽϴ.
ι |
Ⱓ |
ڴ ڻ |
ȿ | ھ |
ھ() | ھ | ||
---|---|---|---|---|---|---|---|---|
Ư |
ż | 2008.3~ 2011.3 |
SiH4 2 | ɷ |
2,500 | 2,433 (28) |
- | ǼϷ |
NF3 4 | ||||||||
Ư |
ż | 2010.12 ~ 2013.12 |
NF3 5 | ɷ |
1,724 | 650 (650) |
1,074 | - |
Ư |
ż | 2010.7 ~ 2012.12 |
NF3 ߱ | ɷ |
65 鸸 |
25 鸸 |
40 鸸 |
Ǽ |
2 |
ż |
2011.12 ~ |
LiPF6() | ű | 290 | - | 290 | - |
2000 capex ʿմϴ.
ڱ ü âδ Ͱϴ.(帧ڷ 3.帧ڷ )
Ȱ , 繫Ȱ帧 ʿҰ Դϴ.
ܺο Ա ä ڱ ְ,
ڸ ڱ ɼ ƺԴϴ.
2005 ȯä 縦 ϰ ں ϴ.
ȸ ְġ ϰ ִµմϴ.
ֽĹ () |
() |
() ֽ | ||||
---|---|---|---|---|---|---|
ִ 鰡 |
ִ () |
|||||
2005.02.04 | ȯ | 102,918 | 500 | 18,200 | - | |
2005.03.11 | ȯ | 192,972 | 500 | 18,200 | - | |
2005.06.15 | ȯ | 64,324 | 500 | 18,200 | - | |
2005.07.11 | ֽĸżñ | 199,404 | 500 | 18,200 | - | |
2005.07.13 | ȯ | 96,486 | 500 | 18,200 | - | |
2005.09.07 | ֽĸżñ | 196,000 | 500 | 5,500 | - | |
2005.12.09 | ȯ | 38,594 | 500 | 18,200 | - | |
2006.04.05 | ֽĸżñ | 171,500 | 500 | 5,500 | - | |
2006.06.07 | ȯ | 45,026 | 500 | 18,200 | - | |
2008.11.03 | ȯ | 1,562,500 | 500 | 16,000 | - |
ܺڱԴϴ.
(:õ) | |||||
---|---|---|---|---|---|
ó | (, %) | 2011.12.31. | 2010.12.31. | 2010.1.1. | |
(ä) | |||||
ܱԱ | 4.59% ~ 4.87% | 37,600,000 | 44,524,801 | 68,235,442 | |
ä | 5.11% ~ 5.35% | 23,333,280 | 43,889,000 | 30,283,410 | |
60,933,280 | 88,413,801 | 98,518,852 | |||
(ä) | |||||
ä | ä | 4.33% | 50,000,000 | 50,000,000 | - |
äι-ä | (148,980) | (223,294) | - | ||
Ա | 2.93% ~ 4.98% | 88,782,530 | 57,013,810 | 71,577,310 | |
138,633,550 | 106,790,516 | 71,577,310 | |||
199,566,830 | 195,204,317 | 170,096,162 |
Kd(1-T) Ұ ں ں 75£ 80 .
Ա ũ Ѽյ ʴ Դϴ.
3. 帧ڷ
Ȱ帧 |
148,585,466,604 |
93,325,320,539 |
(ս) |
65,710,295,744 |
59,060,247,471 |
, |
98,621,780,437 |
76,379,119,774 |
ڻä |
5,888,374,718 |
(29,426,546,519) |
ڼ |
119,201,367 |
162,093,068 |
(8,991,422,692) |
(5,418,263,288) | |
μ |
(12,762,762,970) |
(7,431,329,967) |
Ȱ帧 |
(155,037,886,079) |
(110,633,729,891) |
ܱǰ ó |
390,000,000 |
1,683,030,000 |
ܱǰ |
(2,161,208,700) |
(190,000,000) |
ֽ |
(2,184,685,801) |
|
ڻ ó |
15,147,025 |
4,267,998,896 |
ڻ |
(150,336,707,488) |
(117,993,978,361) |
ŸȰ Ծ |
(676,370,715) |
2,662,850,000 |
ŸȰ |
(84,060,400) |
(1,063,630,426) |
繫Ȱ帧 |
(4,020,536,925) |
23,784,699,437 |
ܱԱ |
153,494,089,838 |
121,551,900,358 |
ܱԱ ȯ |
(158,882,610,013) |
(145,262,541,582) |
Ա |
53,446,000,000 |
106,128,433,600 |
Ա ȯ |
(23,234,750,000) | |
ä ȯ |
(44,167,262,000) |
(30,283,410,000) |
(7,910,754,750) |
(5,273,836,500) | |
158,903,561 | ||
ݹݼڻǼ() |
(10,472,956,400) |
6,476,290,085 |
ݹݼڻ |
12,960,108,220 |
5,854,935,666 |
ȭǥ ݹݼڻ ȯ ȿ |
950,192,715 |
628,882,469 |
⸻ݹݼڻ |
3,437,344,535 |
12,960,108,220 |
ڸ ؼ 1500 1170 capex ҿǾµ
κ Ȱ Ͽ,
繫Ȱ ڱ 2Ⱓ200 ҰϿϴ.
capex ū̱
ƴ
ɷ ̹Ƿ, ڻ ΰ ʾƵ ɵմϴ.
ɷ 1,000 , ڵ鵵 翡 ϴ ݾ ̻ ڱݼҿ䰡 ְ
̷ Ȳ Ȯϴ 嶯εմϴ.
ݵü ó ġŲ ̰, շϰ ƿ ִ
ᱹ б ɰԴϴ.
4. ں
ڻ : 5200
ڻ(/ä/) : 900
ڻ : 6100
Ժä :2,000
ä : 800
Ѻä : 2,800
ä 90% ȣ Դϴ.
ں 7-8 ϴ.
ƽ ݼ ڻ ʰ
а ܺڱݿ ؾ Ѵٴ Դϴ.
5. ַ¾ 뵵
NF3 (ȭ) |
ݵü, LCD ¾ CVD è - CVD ݵü, LCD, ¾ ۳ LCD Ǵ پ Ư ϴ Դϴ. - CVD߿ ۳ LCD CVD è ܷ Ե˴ϴ. Ͽ ܷ ؾ մϴ. NF3 ܷ ȭй è ܷ մϴ. - 99.999% |
SiH4 (Ƕ) |
ݵü LCD Ǵ ڸ¾ CVD Ǵ Ư - ݵü LCD Ǹ, ݵü ۻ Ǹ ϰ, LCD Ǹ ǰ ֽϴ. - ¾籤 ǰ ֽϴ. - 99.9999% |
WF6 (ȭֽ) |
ݵü 輱 - ֽ ݼμ , װ ַ 輱 Contact Plug ϴ ݼ ǰ ֽϴ. - 99.9995% |
nf3 CVD ô մϴ. ITо߿ ʿմϴ.
SiH4 LCD ̳ ¾籤 ʼ Դϴ.
WF6 ݵü 輱
6. űԽ
OLED : OLED ȸ ǰ 䰡 ϰ ֽϴ.
OLED LCD LED , ܰ谡 ҵǾ ְ, ܼմϴ.
OLED 꿡 nf3 sih4 ϰ
꿡 , LCD ȸҰ մϴ.
Ȳ , OLED Դϴ.
÷̿ øȰַ ÷ 信 ƴٸ ¾ մϴ.
2 : մϴ(7.ȸ Ȱ ϸ, ȸ ܰ質 ϼ ؼ Ҽ Ͱϴ.
ķؿ Ÿ, 濬 谡 ɰ ˴ϴ.
߱ : ߱ Ͽ NF3 1000 Դϴ. ȸ ߱ ϴ. Ŵ忡, ɷ 븦 Ը 縦 մϴ.
7 . Ȱ
з | Ϲȣ | Ī | ||
---|---|---|---|---|
Ư | 2000.08.16 | 0271394ȣ | Ʈ ̺ | |
Ư | 2003.02.26 | 0375341ȣ | 濬ȭ ó | Graphite |
Ư | 2003.04.15 | 0381993ȣ | ʹ̺ źȭԼ ü | |
Ư | 2003.06.10 | 0388527ȣ | Ƭ Ȱ | Graphite |
Ư | 2003.10.14 | 0403244ȣ | ȭ ϸϾ | NF3 |
Ư | 2004.04.13 | 0428905ȣ | ȭ ռκ ȭĮ ϴ | NF3 |
Ư | 2004.04.13 | 0428906ȣ | ʱ ó ȭ ⸦ ϴ | NF3 |
Ư | 2004.05.12 | 0432593ȣ | ȭ | NF3 |
Ư | 2004.09.17 | 0450522ȣ | ʹ̺ ȭ , ̿ ̸ Ͽ ϴ | |
Ư | 2005.03.30 | 0481795ȣ | ȭ | NF3 |
Ư | 2005.04.25 | 0486932ȣ | ȭ(NF3) | NF3 |
Ư | 2005.11.03 | 0527603ȣ | ź | Graphite |
Ư | 2006.02.13 | 0553592ȣ | ȭ | NF3 |
Ư | 2006.02.14 | 0553987ȣ | ȭ | NF3 |
Ư | 2006.06.30 | 10-0597786ȣ | Ƭ2 Ȱ | Graphite |
Ư | 2006.08.18 | 10-0615859ȣ | Ƭ ̱ݼ λȭ Ȱ | Graphite |
Ư | 2006.10.24 | 10-0639888ȣ | ű 濬 ұü ̸ ̿ ź | Graphite |
Ư | 2006.10.24 | 10-0639889ȣ | ź ұü źҺи | Graphite |
Ư | 2006.10.26 | 10-0641603ȣ | Ҽ | NF3 |
Ư | 2008.12.22 | 10-0663178ȣ | е Ƭ Ȱ | Graphite |
Ư | 2008.12.22 | 10-0663180ȣ | е Ƭ Ȱ | Graphite |
Ư | 2008.12.22 | 10-0663182ȣ | е Ƭ Ȱ | Graphite |
Ư | 2007.03.15 | 10-0698361ȣ | Ȱ, ̸ Ƭ | Graphite |
Ư | 2007.03.15 | 10-0698372ȣ | Ƭ Ȱ ̸ Ƭ | Graphite |
Ư | 2007.03.29 | 10-0703875ȣ | ȭ | NF3 |
Ư | 2007.06.05 | 10-0727272ȣ | ȭֽ | WF6 |
Ư | 2007.09.21 | 10-0762796ȣ | Ƭ Ȱ ̸ ѸƬ | Graphite |
Ư | 2007.08.20 | 10-0752058ȣ | Ƭ̿ Ȱ | Graphite |
Ư | 2007.10.25 | 10-0771840ȣ | ο źᰡ ұü źҺи | Graphite |
Ư | 2008.03.11 | 10-0814329ȣ | Ȱ, ̸ Ƭ | Graphite |
Ư | 2008.01.11 | 10-0795693ȣ | Ƕ | SiH4 |
Ư | 2008.03.20 | 10-0817009ȣ | Ƭ Ȱ | Graphite |
Ư | 2008.10.10 | 4199305ȣ | ȭ | Ϻ Ư |
Ư | 2009.05.20 | 10-0899549 | ȿƬ , Ƭ | Ư (ѱ) |
Ư | 2009.05.20 | 10-0899551 | ȿ Ƭ , Ƭ | Ư (ѱ) |
Ư | 2009.08.04 | ̱Ư 7,569,122ȣ |
ȭ |
ȸ غؿ ־ ϴ.
2 Ͽ 2000, 2003 Ư㸦 Ͽ
ֽϴ.
ܰ , ܰ谡 ر غȵ Դϴ.
űԽ忡 غ ǰ?
Ҿ ȸ ַ NF3 Ư㵵 ϰ ִµմϴ.
NF3κп , Ȯϰ ִٰ ϴ
8. ڴ ?
Ŵ ٱ ȭȸԴϴ. ȸ NF3 Ͽ, NF3 귮 Ͽϴ. ٸ Ĺ ڵ鵵 NF3 꿡 Ͽ NF3忡 ϰ ֽϴ. ¾籤 뿡 , SiH4 ̷ ֽϴ.
ϰ ̱ Ϻ Ŵ ٱ ȭб ڰ ɰԴϴ.
:
ݵü LCD IT κ
߱, ѱ, Ϻ, 븸 ġϰ ֱ
, ߱ ̳ ֿ Դϴ.
ٱ ȭȸ ߱ʿ ̰, ȸ ۿϵմϴ.
ȸ :
ü ÷Ʈ ϰ ־ 꼳 ٸ翡 ؼ ϴ. ȭ Ǿ, մܼ ȭ ̷ߴ Ͽ츦 ֽϴ.
信 ռ Ͽ Ȯ뿡 Ͽ, Ը Ը Ͽ, ٸ ȭ ݰ ֽϴ. ܼϿ ð ϰ, NF3, SiH4, WF6 Ǿ ־, Ḧ ̿ ֱ ū ǰ ֽϴ.
NF3 SiH4 Ը ۾ Ϸν ε ռ 귮 ֽϴ.
9.
PBR 1.4 ȸ 强̳ ġ Ͽ, ̾ ִ ƴϴ.
ε 2.0̻ PBR Ͽ
ֱ ι PBR κ ݳϿ.
ͷ Ͽ , ܰϴ . Ҽ ü ϴ ü ̱ , μ ִ Ⱑ ڸ̴.
2012 1б ٰ ص ͷ 24%̴.
̱ ġ Ȳ ִ.
ڸ ȿ ̰,
̷ ȿ Ŀ ִ.
شо߿ ɰ̴.
oci ȸ Ա (dealing) , ȸ 㺸 ϱ
ٴ Ѵ.
¾籤 þ OCI ӹ ش ̿ ϱ
ó ִ.
ֱ 60%~̻ ϶ ڿԴ ȸ̰
̾ , ϱ ݴ ϴ.
ܱ д ġ鼭
ȷ ϱ
ŵ : ڱ, , ҽ ̰
ǴϿ ŵ Ϻκ ϰԴϴ.
ŵ ߸, ó ݹ߷ ֱ ϳ ǥ մϴ.
ֱ ܱ д, ̷ ӿ
߰ ϶ մϴ.
, ϶ Ͽ ߰ż ϴ մϴ.
" ּż մϴ.
ϼ
̱ ð Ͱϴ. Ͻð
Ǵ Դϴ."
( 3)