| ˷5 յ 5 Ʈ ˱ Ұϴ ڳԴϴ.
1. , 俹 ࡦ 1820 : 1ݵü ǰ ż ߱ ڽ 忡 ԼѴ. 16~17 ڸ 俹 ߰, 21~22 Ϲ û 3 3 ڽ 忡 ̴. ְ NH̴.
Ȯ𰡴 13000 9000~11500 ֻܺ 13% ̴. 俹 ڴ 1649̸ 1820 1 ߴ. Ǵ ݾ 320 üڱݿ 270, äȯ 50 ȹ̴.
2021 9 縦 Ͽ 2022 1б ʿ ذ Ϸ ̴. ش 嵿 꼳 (ƿƼ ) ̹ 64 ߰ 2022 60, 2023 129 ڱ ̴. 2023 Ȯ ȹ ü غϰ ֺ (ݾ 14)ϰ, 33 Ͽ 52븦 ȹ̴.
ֽ 250ַ 100% ָ Ѵ. ֽ 忹ֽļ 12367923̰, 24% شϴ 2991131ְ 밡ɹ̴. ִ 7955000( 64%) 6 ȣȴ. ó ֽ Ϸκ 1 ǹŹȴ.
2. ݵü İ Ŀ
ݵü İ(Etching) 硤ǰ Ŀ(Focus Ring) Ѵ. Ŀ ݵü İ ϴ ΰġ ǰ̴. İ ߾ κлӸ ƴ϶ θ κ Focus Ring ȴ. 2021 3б 纰 ռ(QD9) 72%, õ 12%, Ǹ 7%, 5% ̴.
ǰ Ҹ ǰ ݵü ӵɼ Ǹŷ þ . ݵü (FAB) ū ǰ Ѵ. Ϻδ ȸ翡 ǰǾ Բ ǸŵǴ ǰ ݵü ڿ ´.
ֿ ̸ڸ(Z), SK̴н, ̴. 2021 3б 4 ŷó ü 64% ϰ ִ. ݵü İ Ҹ ǰ 翡 ǰ ʿϸ ݵü ȸ ȭ ǰȸ翡 ο ´ Բ ̷. κ ǰ ǰ ؼ ǰ ̷ ִ.
ݵü ռ 縦 'QD9' 귣 ϰ ִ. ֿ ǰ ռ(QD9) ռ ۵Ǵ װ(Ingot)̴. 3 ް(2022~2024) ̱ ڴκ Ḧ ް ִ. ڴ翡 ݵü ռ ϰ ռ ݵü ϵ Ͽ ڴ ռ 縦 .
(ڷ : IR Book)
3. QD9 ȭ
迡 ó ݵü ռ Ḧ QD9 ǰ Ͽ ǰ ǰ Z SK̴н, ݵü ȸ翡 ǰؿԴ. Ҿ ű ݵü ռ (QD9+) ü CD9(B4C μ CVD-SiC Si ǰ ü) ż ߿ ַϰ ִ.
QD9+ ü ۵ ȭ . ռ ǰ Ī(Poly Etching) ַ Ȱȴ. õ 1.5 ֱ⸦ , Ҽ Ư¡̴.
̹ м Ÿ ռ ǰ ̻ Ȯ Ϸ߰ 2021 7 Ϸ 500mm ũ ǰ OVD ִ. ƿ 2021 12 ռ 縦 ü ϰ 2022 ݱ 谡 Ϲݱ 꿡 ȹ̴.
ϰ ִ CD9 ݵü ȸ ְϿ ۷ι ݵü ȸ Z ο Ͽ 2020 꼺 ̴. ڼ Ϻ Ŀ CD9 CVD-SIC, Si (Etch rate) , 浵(Vickers Hardness) üֱ ִ.
(ڷ : IR Book)
4, QD9 ռ ǰ Ȯ
3(2018~2020) 18.7% ߴ. Ư 2020 ߰ 2021 ̾. SK̴н Zڿ ݵü κ ռ(QD9) ǰ 䰡 þ ̴. 2021 3б 468 2020 Ը ̴. Ⱓ 71 ̹ ġ ѱ ߴ.
ͼ 2019 2020 ũ ƴ. 2019 ֵ ջ 8 IFRS ȯ ڻ , . ƿ 2020 QD9 ռ ǰ Ծ ͵ ũ þ ͷ 15% ö.
̴. Ǿ ݵü ̼ȭ Ʈ ǰ 27% Ǵ , ȴٰ ٺô. ݵü ȭɼ ̽ ռ ʼ̸ ̼ȭ ǰ Ҹ Ͽ ռ Ŭ ִٴ м̴.
ְ翡 "ؿ ŷó Ȯǰ QD9 QD9+ Capex Ҿ ű CD9 ǰ ۵Ǹ "̶ "Ư ڻ ϴ ν ȿ 强 Ŭ "̶ ߴ.
(ڷ : IR Book)
5. 起 ǥ, ݵü ǰ ȸ
起 ǥ̻ ȵб ȸа ߰ Ҵ, ڿ( ) ģ 2003 ߴ. ǥ " ܼ ǰ ϴ ȸ翡 , شȭϰ ۷ι ȸ ϰڴ" "ݵü ۷ι ü ݿ ȿ ̰ Ѵ" ߴ.
ǥ 濵Ѱ Ҿ 嵵 ð ִ. 2012 μҸ ߰ ̷ ߷ ο ݵü 縦 ߴ. ƿ ش 縦 ȸ ǥó Ͽ츦 ݵü ¿ ϰ ִ.
̻ȸ ǥ̻縦 系̻ 3ΰ Ÿ̻ 1, ̻ 2, 1 Ǿ ִ. ̻ 系̻ 泲б ڰа Z, ̿, MFTech 2018 12 Ѱ ð ִ. ϱ 系̻ 濵а , Ѽâ, DMũ, 2019 շ IR ϰ ִ.
起 ǥ غϴ 豸 Ƶ(赿 ) ִ ȸ ֽ(ý, BCNC USA) ŵϸ鼭 Ÿ ߾. ߴ Ǽϸ ȸ Űϸ鼭 Ÿ ϱ ߴ. ̿ ǥ ̷ ŸͿ ϴ ݾ űԻû ϱ ߴ( ֽ 97418, Ȯ 13).
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