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[VƮ] ѹ̹ݵü, 'ϰ' 帧

ѹ̹ݵü ݵü 꿡 ʿ ϴ ü. ַ 'Vision Placement', ݵü Ű ô 2D/3D Vision ˻ óִ ݵü ʼ . ȸ翡 ѹ̹ݵü ϴ ۷ι 1 ϰ ִٰ Ѵ.

Ӹ ƴ϶ ȸ ʷ ݵü Ű 'micro SAW' ȭ, 뿪 ޸𸮹ݵü(HBM) 꿡 ʼ TSV TC Bonder SK̴н Բ ߴ. , ̾ Ŀ øĨ ݵüĨ ϴ 'Flip Chip Bonder' 忡 .

̷ ̶ θ 繰ͳ(IoT), , ˵ ż, װ Ƽ(UAM)  ̴ EMI Shield ѹ̹ݵü ϴ ǰ ϳ.



ѹ̹ݵü Ҹ ݺϴ ̴. ̴ Ȳ ϴ ε, ̷ Ư¡ 'ũ' ̶ Ѵ. ֱ ѹ̹ݵü ݵü Ȳ ߴ. ٸ, ȯ 1б .

1б HPSP 1700( 8284000, 10.21%) ܼ ݿƱ ̴.

[׷1] Ʈ(ȯ)

(ڷ: ġ)

1б ȯ ͷ ͷ 31.9%, 70.7% ߴ. ͷ ͷ ϴ λ̴. , 1б ͷ ܼ ũ , 28~30%븦 ߴ.

[׷2] ͷ Ʈ(ȯ)

(ڷ: ġ)

϶ϴ . ݸ, ǰ ° ϶ ݺϴ ̴. 1б ǰ 44.4%, 23.8%.

[׷3] &ǰ(ȯ)

(ڷ: ġ)

ڻ 2020 4б 18.8% ¼ . ش 1б ȯ 29.4% ߴ.

[׷4] ڻ (ȯ)

(ڷ: ġ)

ֱ ڱںͷ(ROE) 40.8%. ̴ 5 21.6% ̴. ROE .

1 ðѾױ ְڻ(PBR) 5.13, 5 3.3迡 . PBR 2021 2б 5.6踦 ϶ߴٰ ֱ ٽ ϴ ̴.

[׷5] ROE&PBR(ȯ)

(ڷ: ġ)

ROE 3 ǥ мϴ м Ʈ . 1б ͷ ް , ڻȸ ũ . , 繫 ū ȭ .

[׷6] м(ȯ)

(ڷ: ġ)

ȸ ߴ. ִ ֱ ߴµ, 2020 200 2021 300 2022 200 ߴ. ۳ ð 1.7%.

[׷7] &ð()

(ڷ: ġ)

缺 2020 39% 2021 28% 2022 21% ߴ.

[׷8] 缺&ð()

(ڷ: ġ)

1б ä 18.3%, 279%. Ϲ ä 100% , 100% ̻ 繫 ưưϴٰ Ѵ. ̿ ѹ̹ݵü 繫 ŷ ũٰ ִ.

[׷9] ä (ȯ)

(ڷ: ġ)

ȸ簡 Ա 19, ü ڻ 0.3% Ұϴ. ̸ ѹ̹ݵü 繫 ŷ ũٴ ٽ Ȯ ִ.

[׷10] Աݰ Ա (ȯ)

(ڷ: ġ)

1б ȯ ں 676. ̴ ں ִٴ ǹѴ. ں ֱ ϶ µ, , Ա Ƽ 繫 ٰ ؼ ִ.

[׷11] ں(ȯ)

(ڷ: ġ)

ȸ ְ . ֱ ǥ ߴ.

[׷12] ְ&(ȯ)​

(ڷ: ġ)

ﱹ "1б ҿ ũ , ֱݾ Ǿ 1б⸦ ش ϰ Ѵ" ߴ.

" ҷ Ҵ Ұ Ȳ, MSVP Ȳ ǴѴ", "ֿ OSAT ü Ȯϰ Ƿ, ȸ Ÿ Ѵ" мߴ.

߱ 忡 ؼ " 5 30Ͽ 80 Ը ߱ MSVP EMI ְ ߻ߴµ, ߱ ȸ ȭ Ž 並 ߽ Ѵ" ߴ.

VƮ мغ

ۼǾϴ. ۿ ޵ õ ϴٴ ݵ ּ. Ǵܿ å ο ֽϴ.

۱ڨ ġ ã ħ, (itooza.com)





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ѹ̹ݵü 042700

134,000 19,600 , 17.13 %

ֽMRI м

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15

/ 25

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繫 ononononoff
 强 ononononon
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* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20240112_ũ_ֽİġ20240117_ũ_ǿƮ

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