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[˷5] , 2 ؿ ٽ ǰ

21 ڽ ʰ

| ˷5 յ 5 Ʈ ˱ Ұϴ ڳԴϴ.
1. 14000 Ȯ 6.9% ʰ

2 ؿ ٽ ǰ 21 ڽ ǥ 5~6 俹 ư 12~13 Ϲ û ̴. ǥ ְ ̷̴.

𰡴 14000 Ȯƴ. (11500~13100) 6.9% ʰϴ ̴. ̹ 俹 1756 ߰ 2068 1 ƴ. 迡 ƽ÷(10 7 ) ̾ ι° 俹 ̴.



޵Ǵ ݾ 280̴. õBIT , ؿ ڱ, ܱ Ա ȯ  ȹ̴. ȸ " ֿ Ȯ븦 õ BIT о޾Ҵ"鼭 " 176̸ о 17 ݱ ޵ư 159 ڱ 88 "̶ ߴ. ݾ ü ׿ڱ ܺ Ա ȹ̶ ٿ.

ƿ﷯ űԼ(5డ 2) Ȯ 10 ڱ ȹϰ ִ. ڱ ؿ Ȯ븦 ؿ ڱ η Ȯ ̴. ؿ Set-up REPAIR ؿ Ȯ뿡 ⿩ Ŷ ħ̴.

忹ֽļ 7871428 31% 243ְ 밡ɹ̴. ִ ڽڽ Ϸκ 6 ȣǰ Ϻ( 50%) ڹ ǹⰣ 30 ߴ. ó(Jó1ȣ) 8.84% 1, 츮 3.43% 12 ȣȴ.

2. , űԼֺ Repair ̾

2 Ǵ SLOT DIE ÷ Ǵ SLIT NOZZLE , ش ǰ REPAIR 񽺰 ֿ ̴. SLOT DIE SLIT NOZZLE ȰǴ Ҹǰ, 翡 ǰ Ÿ Ѵ.

2020 SLOT DIE ü 71% Ѵ. SLOT DIE 2 ٽ ذ Ǵ ǰ ڵ ϸ ̶ ִ , 2 ϱ ߿ ǰ̴. ֿ óδ LGַ, SK̳뺣̼, ǿƼ, ̿ ü Northvolt ؿ ü ִ.

REPAIR 16% ° . REPAIR 2 ÷ Ǿ SLOT DIE SLIT NOZZLE ǰ ϰ ߻ , ԰ ۾ 翡 ϴ ̴. REPAIR ֱ ӵ, з, , ּ 6 ִ 2 ̳ ֱ ߻ϰ ִ. ̸ ű ְ REPAIR ̾ ߻ϴ ̴.

÷ T/F İ PR Ǵ SLIT NOZZLE Z÷̿ ǰϴ ޽ ŷϸ 踦 ϰ ִ. 0.44% (2021 ݱ ). ڴ 2017 űڰ Ǿ ۳ ū ⿩ ֱ Z÷ ű ǥ ȸ絵 ū 븦 ϰ ִٰ ߴ.





(ڷ : IR BOOK)


3. ȭ

ַ 2 SLOT DIE ÷ SLIT NOZZLE ֹ ̷. 2 ÷ 뵵 ֵ پ Ư , μ 䱸ȴ. ̷ ȭ /  ߾ ȭ ִ ǰ ϴ ش ٽ ̴.

2018 ϰ ִ 2 SLOT DIE ǰ ؼ 2D/3D 𵨸 ʷ , CAM Ȱ 谡 ϱ ߴ. ̸ 2 SLOT DIE ǰ Ͽ LGȭ, SK̳뺣̼, ǿƼ  2 ǰ ǰϰ ִ.

⿡ SLIT NOZZLE SLOT DIE 뷮 ϱ Layout In-Line ü Ͽ 庮 Ű. In-Line ý Loss ð ̰ ȿ  ϰ ִ ִ. ̷ ý Lead Time ؼ 翡 ް , űԶ Set-up C/S Ȱ ǰ ǰ ȭ ϰ ִٰ ߴ.

ư ߰ Ȯϱ 2 SLOT DIE ǰ ߰ ǰ ÿ ġ и ǰ ϰ ִ. ʱ Pilot Line Ͽ ̴.



(ڷ : IR BOOK)


4. ֱ 3 39% ȣ

2018 88, 2019 125, 2020 172 ߼ ӵƴ. ֱ 3 39% Ѵ. Ư 2 SLOT DIE 2018 43% 2019 68%, 2020 71% Ȯƴ. Ȯʿ 2 ͸ 䰡 þ 2 ͸ ü CAPEX ̾ ̴.

Ҿ ͼ ƴ. 2018 5 2020 52 2 10 Ŀ. Ⱓ 63% 44% ϶߰ 2018 6% ͷ 30% ѱ⵵ ߴ.

ݱ 23% ͷ ߴ( 84, 19). ȸ "LGȭ SK̳뺣̼ Ҽ ̽ ݱ ټ Ÿ "̶ " ϱ 2020 Ϲݱ ä ȮϿ ȿ ߻ߴ" ľߴ. ƿ﷯ Ϲݱ ŷó ȿ Ը Ŀ ͼ ̶ ٺô.

Ȳ ̴. SLOT DIE 2 Ȱȭ Ȯ ̴. ڼ Ҿ ۷ι ͸ 2023⿡ ̸ 2020 4 ̻ ȴ. 2 ü ϴ 귮 ߾ CAPA ʿ ϰ þ δ.

SLIT NOZZLE ÷ 忡 LCD ټ üǴ  OLED ü ̲ ȴ. OLED о߿ , ѷ Ʈ Ǹ OLED Ȯ뿡 Ծ CAPA ڰ Ȯ Ŷ м̴. ̿ ǰ ӵ ̴.


(ڷ : IR BOOK)



5. ִ ο ǥ 34.8% ... 70

ڽ ָ 200(ֽ 74%), ָ 70(ֽ 26%) Ϲݰ ȴ. ִ ο ǥ̻ ֽ 70ָ ָ 34.8%( ֽļ 7871428ֿ ) .

ο ǥ̻ ٳⰣ ݼӿ ؿ ȸ â ȯ ״. LCDÿ NOZZLE ǰ, BLU STAMPER Ư, 2 Dual Layer SLOT DIE 2 ؿ ǰ ȸ ״.

̻ȸ ο ǥ̻縦 ̻ 系̻, 系̻, ̻ Ǿ ִ. ̻ 2010 ؿ ߰ ȯ ĺ 系̻ 4ȸ ֽ 485200( 6.16%) ̴. ۳ ӽ 系̻ ̻ λ ż̿, 츮ڸ CFO ϰ ִ.

2012 ȯ Բ μҸ LCD ÿ 8G (LG), ÷̿ SLIT NOZZLE, л籸 л ߰ ǰ ߴ. ѽ 󹫴 Ѿб ڻ縦 ߰ SLOT DIE ֿ ϸ Ҹ ̲ ִ.


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