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ý۹ݵü ݵü ݿ ģ , IP , ǰ ȸ̴. ݵü 踸 ַ ϴ Ͽ콺 27% , Ȯذ ִ. ݵü о ۷ι ž Ŀ帮(= Ź ) ȸ 븸 TSMC VCA(=̻罽 ¾ü)̴. ֱ ô Ʈ λϰ ִ "繰ͳ" , Z ESL(=ڰǥ) ٽĨ ϰ ִ. 2002 8 Ǿ 2014 12 16 ڽڽ忡 Ǿ. ֽļ 4,067,195, ǥ̻ ؼ(65), Ȩ http://www.adtek.co.kr/ ̴.
1. ϰ ִ°?
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(ó : ڰ)
- ֿǰ ǰ() 70% ̻ Ѵ. ü ʰ 뿪 , äõ ûü ¾ü ǰ Ű ̴. 뿪() 30% ϸ ̷ õ ʹ ư Ͽ ̹ м Ѵ.
- оߴ ũ ÷, , 繰ͳ . ÷ о߰ ū ϰ ִ. ؿ ڼ 캸 ߽ 繰ͳ о߷ ̵ δ. ÷ 65ġ ̻ UHD-TV о 尡ɼ м ̵ ٽ ̷ 繰ͳݰ , RF() ̵, 밡ɼ ڰǥ Ȳ ڼ 캼 ʿ䰡 ִ.
2. Ȯϰ ִ°?
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- ݵü ũ 迡 ϴ չݵüȸ(IDM), ݵü 踦 ϴ ոȸ, ոȸ糪 չݵüȸκ Ź ݵü ô Ŀ帮ȸ(foundry company), ݵü () ̳ Ű¡ İ ô Ű¡&Ʈȸ(packaging&test company) Ǿ ִ.(ó : ̹ Ĺ)
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- ո ȸ, ü ü ʰ ݵü ߸ ϴ ݵü ȸ縦 ϴµ, ǥ ȸδ CDMA õ ȭ ݵü ̱ (Qualcomm) ε(Broadcom) ִ. ո(fabless) ǹϴ к긮̼(fabrication) ~ ¡̶ (less) ̴.
- ݵü ȸ ո ȸ Ǵ Ͽ콺 еȴ. Ͽ콺 ո ȸ ̴ ڰ ü Ĩ ʴ´ٴ ̴. Ͽ콺 ݵü Ĩ ǵ Ĩ Ǹ ʴ´. ݵü '' ̴. ū ǹ̿ ո ϸ δ Ͽ콺 Ѵ. ٸ, ո ȸ ǰ ؼ 忡 Ǹϴ ݸ, 簡 䱸ϴ ǰ Ǵ ǰ ؼ ֹڻǥ νϰ ִ.(ó : ڰ ڼ)
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- Ͽ콺 13 꿡 27% ϰ ִ. ִ ̴. Ͽ콺 ո ȸ翡 ϴµ, ո ȸ ü ִ.
- 踦 ϴ ȸ ŷڰ ٽε, κп ̰ ִ ̴. ݵü 踦 ϴ ڿ Ѵ. ġó Ը ں ڵǴ ƴϱ 庮 . ٰ ϱ ش о߿ Ͽ, ٽ ۿѴ.
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- 븸 TCMC( ݵü Źü 1 ) VCA(̻罽 ¾ü)̴. ̴ ŭ ŷڸ ް ִٴ ̴.
3. ִ ȸΰ?
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- TV ȭ Ŵ Ʈ ڸ ִ. ߿ ȭ پ UHD-TV ̰ ִµ, 65ġ ̻ UHD-TV ĿƮڽ(=Z ǰ : ŰƮ, TV ̺ ϳ ڽ Ǿ Ǿ ִ ϸ ) ٽĨ , ϰ ִ. Z UHD-TV ȸ ȸ þ ̴.
- ֱ "繰ͳ"̶ ߰ ִ. 繰ͳ̶, Ȱ 繰 Ʈũ ϴ ȯ, , 繰 ͳ Ǿ Ѵ. ̰ Ʈ ǥ ǰ ִ. ESL(ڰǥ) ٷ װε, ̰ ϰ ִ Z о Ȯ븦 ġ ִ. ESL ٽĨ ϰ ִ. ESL ǻȰ ְ ϴ κ̴.
4. þ ִ°?
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- ǰ ߿ ÷ о߿ 繰ͳ о߰ ϰ ִ. ÷ оߴ 14 3б ̹ 13 ü ÷ Ѿ 4 ߴ. ǥ 4б ϸ ġ þ δ.
- оߴ ü ¹ . ְ ִ. ϴ ߵ 13 ū ϶ߴ.
- 繰ͳ оߴ 12 ó ǰ , 13 Ŀ, 14 3б 13 2踦 Ѿ ִ. ü ϴ ߵ ̹ о߸ پѾ 20% ϰ ִ.
- ǰ ̿ SoC뿪 ü 30% Ѵ. SoC 'System on Chip' ڷ ý۹ݵü Ϻ̴. ݵü ý ߴٸ ý ϳ Ĩ ӿ Ѵٴ ̴. 翬 ۾ δ. ̸ ״ ü ý ϳ Ĩ յȴٴ ̴. о 뿪 ø ִµ ָ ü ϴ پٴ ̴. ǰ ū ϸ 뿪 11 80% ϴ 14 3б 30% .
5. ?
- ݵü ̹ 츮 ǻȰ Ǿ ִ. ǻʹ ̰, ڵ, ߰ ɿ ݵü ٽ ǰ .
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- 簡 о ߿ ý۹ݵü ιε, Ư ASIC ϰ ִ. ASIC 'application specific intergrated circuit' ڷ, ֹ ݵü Ѵ. ڰ Ư 뵵 ݵü ֹϸ ̵ ü ̿ , ִ Ѵ. 80 Ĺݺ ΰ Ÿ ǰ 뵵 ȮǸ鼭 ݵü Ŀ ִ.
- ý۹ݵü, , μ, Ʈ ݵü ϳ ڱ ý , ϴ ݵü Ѵ. ' '̶ Ҹ ݵü о ߿ ' ', Ǵ ϰ о ݵü ȴٴ ݵü Ҹ. ߾óġ(CPU), ýۿĨ(SoC) ǥ ý۹ݵü.
- 13 ý۹ݵü Ը 2,212 ü ݵü 70.1%, ݵü 3.2踦 ϰ ִ. ֱ 08 13 6.4% ϰ ִ. ý۹ݵü IT ߽ɿ, ڵ, , ǰ, ȯ ǰ ִ.
- о ÷ о߿ ϴ ĿƮڽ(=ŰƮ) 65ġ ̻ UHD-TV . TV ȭ, ȭ Ŵ ڸ ִ. ĿƮڽ ٽĨ ϰ ִ.
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- UHD(Ultra High Definition) HD, FHD, QHD ־. UHD پѾ SUHD ִ.(http://www.fnnews.com/news/201502021712235952) ̹ TV ȭ, ȭ Ȱ ɰ ִ.
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- UHD-TV ȭ ӵ ۹´. ̷ TV κ ĿƮڽ µ ο ž UHD-TV , Ʈִ Ѵ. ڸ Ŵ ̺ ϳ ڽ Ǿ ð ̴ ɸ ִ ƴ϶ ̴. ̴ UHD ǥ ̱ ϴ.
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- 縦 мϰ ̵ ϳ ESL̶ ϴ ڰǥ ̴. ESL 'Electronic Shelf Label'̶ ؼ ڰ ǥñ⸦ Ѵ. ٿ ڰǥ ϴµ, 繰ͳ̶ ū 帧 ´ ǰ̴.
- Z 繰ͳ 嵿 ִ. ZⰡ ESL ۷ι ġ ִ ̴.(http://media.daum.net/digital/mobile/newsview?newsid=20141225173504572) ESL Ӽ ɼ ſ ǰ̴. ESL ٽɺǰ ϰ ִ.
- ESL Z ǰ 뵵 ̴ Ѵ ְ ش.
- "ȭ" 뼼 ° ִ. ̴ ۾ ϴ ڱ⸦ ȭ, żȭ ϴ Ǿ µ ̰ Ʈ ǥ Ÿ ִ ̴. Ƴα ȭ Ŵ 帧̴.
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(Z ϺƮ)
- ֱ Z ڿ ȯ ߴ. Z ϺƮ 迭 հ ȯϰ ִ.
6. 豸 ΰ?
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- ű ȸ ְ 30% ĸ Ѵ. ִ (ؼ, 65) 936,400ָ ϰ , 130,940, ̻ 1(ּ) 75,000ָ ϰִ. ̵ ؼ 2 1,142,340ַ ֽļ 4,067,195 28.09% ϰ ִ.
- (â) 249,200(6.21%) ߾ ݹ ű Ǹ鼭 κ ŵ, 5% Ϸ ߴ. ϰ ִ .
- ӿ ɼ 簡 þ鼭 ֽļ ݾ þ ִ. ȣ Ⱓ 6 15 5 ̸ ȴ. ִ ȭ , ӿ ȸ翡 ִ ŵ ٰ ϴµ, ̴ κ̴.
7. ġ ְ Ѱ?
- ű ֽ ġǥ Ÿ ǥ . õ ְ PBR PER ϴ ۿ .
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- 14 3б BPS 6,515, 2 13 ְ 26,050 PBR 3.99̴.
- 14 3б 79, 4б 100 , 1060 PER 10.6̴.
8. ܱ ڽɸ Ÿ ִ°?
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- 12 16 ű ̶ֽ ֺ Ʈ . ϺƮ 15,000 80% öִ ̴. 20 ̵ռ Ÿ · ϱ ƴ. ֱ 2 13, -6% ̻ ū ϶ ־. ŷ ݵ ϶̶ ϱ ƴ. ϺƮ ª ̰ ִ.
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- â縦 ÷ ڵ ̴. ¸ ϰ ڱ ؿ ì游 ϴ.
- ݸ ܱ 1 żϰ ִ ̴. ְ ܱ 帧 帧 ܱ ´. ٸ Ѵ ̶ Ҹ Ǵϱ ƴ.
9. ũ ִ°?
- ġ ƴ. ȸ ؾ ϵ Ϲڵ ̰ Ϻ ϰ Ѵٴ Ұɿ ̴. ġǥ PBR ؼ ´.
- ݵü Ͽ콺 䱸 踦 ش. 谡 ο ݵü ü ° ϰ ȿ ٲִ 뿪 Ѵ. ̴ ŷڸ ؾ ϴµ ̸ , ϱⰡ ʴ.
- UHD ǥ ʾҴ. ڰ ʾҴٴ ε, ̰ ǥ ƹ . ǥ ĿƮڽ ƹ . Z 繰ͳ TV ߽ ǰ ϴ ִ. TV ٸ ǰ Ϸ ǻ ü ִ ʿѵ, Ȥڴ ĿƮڽ ̶ ϰ Ȥڴ TV ȿ ̶ Ѵ. ̴ κ̴.
- Z ̷ ż嵿 ESL а ִ. ESL SES Pricer ֵϰ ִ Ȳ̴. Ĺ ZⰡ ü £ ̱ ִ Ȯ . Ʈ ̴.
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- ESL 尡ɼ LG̳ 15 ESL忡 ε帰ٴ ҽ ִ.(http://www.hankyung.com/news/app/newsview.php?aid=2015011899621) Z ڰ ݰ ƴϴ. Z ESL ϶Ѵ.
10. ż
- 14 3б ä : 55.94%, º : 207.93%, : 1,189.39%, 14 12 16Ͻű
- 14 3б : +66.24%(503), : +262.40%(80), : +245.16%(79)
- 5Ⱓ ROE : ڷ, 14 3б BPS : 6,515, 13 EPS : 986
- ű ̰ ϴ ڿ ̹Ƿ PBR ߽ϴ ٹδ ǥݾ Ұϴ. ̷ 쿡 شü 忡 PER ش.
- 14 : 100(3б Ÿ ġ ϵ ణ ), 繰ͳ̶ Ʈ 强 ̾ ο, PER 20 , 15 ðѾ : 2,000
11.
- Ƴα ȭ Ŵ 帧̴. ̴ ̹ 뼼 ڸ ִ. ֱٿ 繰ͳ̶ 츮 ϴ 繰 ͳ ǰ ִ. ȭ ̴.
- 簡 ٽ ǰ ϰ ִ ĿƮڽ UHD-TV ȴ. TV ȭ ̹ Ŵ Ǿ. 繰ͳ ų , TV ȭ ɼ . TV ȭ Ϸ ϰ Ź⸦ ϰ ڷ ϰ Ŀư ݰ...̷ ô밡 ʾ ̴. TV ϴ. ٳ ȭ TV . Z UHD-TV ̿ ĿƮڽ ȸ þ ִ.
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(ESL ġ : κ Ȩ÷, E տ ִ ̸Ʈ)
- ZⰡ ο Ÿ аִ ESL 尡ɼ ǰ̴. Ƴα ȭ ū 帧 Ƶ ִ. Z 14 1,000 ø ESL 15 2,000 ִ. ̹ Ȩ÷ ̸Ʈ ǰ ϰ ִ. Ʈ 25,000~35,000 ESL . ESL ڸ Ȯǰ ִ. ESL Ա̴. 尡ɼ ſ ̴. 츮 ֺ ESL ϸ Ҽ þ ִ ϸ ȴ. κп , ϴ.
- ֽ , Ȯ밡ɼ ڽɸ κ Ѵ. õ 찡 . ɼ ȮεǸ ְ . Ļܸ(=ȭ) ̴. ̴. ο ֱ ̴.
- ְ ݺ ö ɼ ٰ . 繰ͳ̶ ū 帧 ° 밡 ǰ Ƶ ֱ ̴. 13 14 Ѿ ÷ о߿ 繰ͳ о߿ Ҹ ϱ´. ִȭ ˰Ե , Ư 繰ͳݰ RF 3~4 ƹ ϴ ƴ϶ ̴. ܱⰣ ̿ ұԸü ٴ ƴٰ Ѵ. 15 ۵ƴ. 15 ۳ ִ. ǰ ٽĨ .
- ̹ ġڿ ī信 ˰ ڸ ִ. ״ ȸ翡 ٴϰ ִ. ֽİ ġڿ ٺ ڿ ȭΰ Ǿ. 쿬 ESL õ Դµ, ۳ Z ESL 縦 ش Ƿڰ Ծٰ Ѵ. ̴ ZⰡ ش ϰ ִٴ Ű ִ. ű ǵ帮 ʾҴ. ٳ ݵü ÷ܱ õ ǵȴ. ֽĽ͵ Ǹ ϸ " "̴. Ģ Ű η ȵȴٴ ÷ ش. ʰ Դ. ^^
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