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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