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ociƼ ΰ? ȸΰ??

200 ָ ̰, սǷ Ŀ ϰ ִ Դϴ.

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
PBR1.4 (ְ 44500̹Ƿ Ͱġ ̾ 14,000 ǰڳ׿)
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

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
25
40
Ǽ
2
ż

2011.12

~
2013.3

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 -
* ȸ ں(ֽ ߰)Դϴ.

ܺڱ޳Դϴ.
(: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
2011⸻ Ա 2,000 ̰, ں 100Դϴ.
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

2011 2010⿡ 
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.
SiH
4     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."







 




                     


ƮƮ ũα (1) ֱֱ(0)
:
|

 Ѹ ( 3)

  1. ��¼
    ¼ | ./ :
    |
    5 15Ͽ б⺸ Գ׿. Ƿ  м ϰڽϴ.
    ׷...

    帧 '-'(minus)
    Ȱ '-'
    繫Ȱ '+'(plus) .

     ǹ̰ ִ ñմϴ. ְ ڰ ٰ ϸ ɸ.
    ְ 4~5% ...
    亯 Ź帳ϴ. ^^;
    ۾
  2. ¼
    ¼ | 12.05/18 11:46
    |
    ۾
  3. ̾ƺ
    ̾ƺ | 13.03/31 01:48
    |
    20 nm ̼ȭ Disilane̳ DCS gas Ը մϴ.
    ̼ȭ ϴٺ NAND, DRAM silaneδ Ǹ ڸ Ƴ׿.
    10 ٴ ̱..
    ۾

* HTML ± Ͻ ϴ.

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۾
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