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ڷĨ ó valuation

ڷĨ ո ݵü ȸ, ȭ caller ID Ĩ, ޴̳ mp3 Ƽ̵ μ, DMB ̽ Ĩ Ͽ տ Ź Ű, ̸ 븮 ϰų ǰϴ ȸԴϴ. ȸδ ھƷ, غ, ؿ ũ, Ƽ ֽϴ. ޸𸮸 ϴ ոδ ǵ ֱ.
 
ո̵ ϰ ֵ ݵü ٺ  ڰ ٷ 䳻 ִٴ Դϴ. ڰ ٰ . Ⱓ ϱ Դϴ. 쿡, ݵü downstream ġ Ư Ůϴ. ̷ Ư ұϰ, ݵü ߴ 츮󿡼 强 ũٰ ֽϴ.
 
Ǹ 귣带 ʾҰ, ڵ ݵü ġ, Ĺ ڷĨ м ϱ? Һڰ ϴ ǰ 翡 ؼ ֱ Դϴ. ̿ ؼ غϰ, ⼭ valuation scenario ؼ սô.
 
 
ũ
 
غ Ƽ̵ μ ARM11 ھ Ĩع̵ Ƽ̵ ڵ ̹óμ( ʾ ), ׸ ֺġ ߰Ͽ Դϴ. ̷ SOC rocket science ƴ, տ и ֽϴ. ߻ϴ ϴ.
 
(1) ¼Ҹ: ʿ ߿ κԴϴ. Žݿ ̿ õ ⵵ ִ, ̴ Ŀ ִ ƴմϴ. ذ ϸ Ұϰ ˴ϴ.
(2) ̹ ó μ : ڷĨ غ κԴϴ. 濵 ̿ ʾ մϴ.
(3) Ʈ : 鿡 ߿ ִ κ̹Ƿ ڼ ϰ մϴ. ޴ ϳ մϴ.
 
A. ̽忡 ֺ ġ(ī޶ Űе ) ٷ ϴ : ޴ մϴ.
B. ̽尡 Ͱ ǰ, Ƽ̵ μ ̺갡 Ǵ : ó̶ Ҹϴ. μ Է óϰ, α׷ Ϳ ǹǷ, Ƽ̵ μ ī޶, Ư ۾ óմϴ.
C. Ƽ̵ μ Ͱ ǰ, ̽ ̺μ Ҹ : ̶ Ƽ̵ μ ַ OS ö󰡰 ǰ, Ʈ ̶ Ҹ ˴ϴ. 쿡 μ Z ARM11 ϰ ְ, ̽ ǴϿ ϰ ֽϴ.
 
ݵü üμ Ʈ ߿ , μ ߰ Ȯ ֱ . μ 2009 2010⿡ ũ þ, ̺ μ Ը Դϴ. ڵ 忡 ARM μ ϴٰ, ᱹ ȾƳѱ x86 Ÿ ֽϴ. 뿡 Windows XP ְ. μ ϴ , ڷĨ  TI Ǵ ڰ 忡 ϴ 2010⿡ ֱ⸦ ٶ Դϴ. ̷ DZ ؼ ó Ȯ ξ մϴ.

޴ μ ū ڴ ̷δϰԵ ZԴϴ. μ ۷ ʷ, ̹ ÷ Ȯ Zڸ ľ ϴ δ ֽϴ. , Zڿ ǰ ʰ, LG/Ű/Ѷ󿡸 ǰص ǰ... 
  
Valuation
 
ٿ ڷĨ ǰ Ҽ ִ ƴ  ó ֽϴ. Ʈ 忡 ϴ ó Ը ϱ Ƿ, ⼭ 󰡴 ΰ ó 캸 .
 
1. ǰ ÿ ϴ
 
ڷĨ ̼ǰ PMP ǰ ϰ Ǿ ü ֽϴ. ̶ valuation 󸶰 ұ?
 
 
2009 2010 2011 2012
EPS 1,709 2,110 2,260 2,420
430 440 330 130
ְ 15,840
 
2. ǰ ÿ ϴ
 
ڷĨ ھƷ غ ߴ κ ˴ϴ. ٸ, ں 鿡 Ǿ ְ ֽϴ. ó ٺȭ ִµ, ̸ غϱ ó ø ص þ ˴ϴ. , ڷĨ ٺȭ ߴµ, ޴ 忡 ŷ ϰ, ں ÷ ǰ ؾ ϴ, ȴٴ . ƹ θĵ Ư ڸ ø ɱ? 켱 2~3 븮 ϴ ʿ Դϴ. δ ִ ȰϿ IP Ȯϰ, ̸ ̿Ͽ âؾ մϴ.
 
2009 2010 2011 2012
EPS 1,709 2,250 2,570 2,940
430 630 640 650
ְ 22,300
 
 
 



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