ϳƼ ݵü Ǵ Ǹ ǰ(Si-Parts) ϴ ȸ. , ű Ǹī̵(SiC-Parts) ϰ ִ. ű ݵü ٽ Ī(İ) Ǵ Ҹ ǰ̴.
ȸ Ż "ֱ ݵü ̼ȭ е ȯ Ī(Dry Etching) Ȯ ߿伺 ΰǰ ִ" .
1б 30%, 70%.
ϳƼ ϴ . ٸ, ֱ ϴ , 3 б ߴ. ߸鼭, Ͱ 嵵 ´.
[1] Ʈ(ȯ)
(ڷ: ġ)
1б ȯ ͷ ͷ 28.8%, 25.1%. ͷ 帧 ̴, ̹ 1б ϶ߴ.
[2] ͷ Ʈ(ȯ)
(ڷ: ġ)
ū ȭ 帧 ̴, ֱ 2 б ߴ. 1б ȯ 62.2%. , ñ ǰ 9% , 帧 ش.
[3] &ǰ(ȯ)
(ڷ: ġ)
ڻ ϴ . 2021 3б 14.8% 1б 25.3% ߴ.
[4] ڻ (ȯ)
(ڷ: ġ)
ֱ ڱںͷ(ROE) 22.3% ߴ. ̴ 5 24.6% ణ ̴. ROE 2022 3б 28.6% öٰ ϶ ؿ ̸.
9 ðѾױ ְڻ(PBR) 3.01, 5 3.03 ߴ. PBR 2021 4б 4.82 ϶ 2022 3б 2 . PBR ݵ PBR 3 ö.
[5] ROE&PBR(ȯ)
(ڷ: ġ)
ROE 3 ǥ мϴ м Ʈ . ͷ ڻȸ 1б ϶ , 繫 ߴ.
[6] м(ȯ)
(ڷ: ġ)
ȸ 2017 Ÿ. ִ ȭ 2020 300 2021 600 2022 600̴. ۳ ð 1.8%.
[7] &ð()
(ڷ: ġ)
Ⱓ 缺 2020 15% 2021 18% 2022 15% ߴ.
[8] 缺&ð()
(ڷ: ġ)
1б ä 69.2%, 119.6% ߴ. Ϲ ä 100% , 100% ̻ 繫 ưưϴٰ Ѵ. ̿ ϳƼ 繫 ŷ ũٰ ִ.
[9] ä (ȯ)
(ڷ: ġ)
ֱ Ա Ը Ŀ Ÿ. ٸ, Ա ū ȭ . 1б ü ڻ꿡 Ա ϴ 30.1%.
[10] Աݰ Ա (ȯ)
(ڷ: ġ)
1б ȯ ں 21.8. ̴ ں ִٴ ˷ش.
[11] ں(ȯ)
(ڷ: ġ)
¼ ̴, 1б . ٸ, ְ ۳ 5 64400 ũ ϶ 4 29000 . ݵ ¼ ̾.
[12] ְ&(ȯ)
(ڷ: ġ)
12 ȣ, ǹα ϳƼ Ʈ ߰ߴ. ȣ " ݵü Ȳ ü ̸ ߴ", "ֿ ǰ Cathode, Ring 16%, 10% ̴" .
"ٸ, ġ ȸ ϴ", "ֱ AI Ʈ Ȯ ݵü ü ְ ӵǰ ִ Ȳ̴" мߴ.
Ʈ "ϳƼ Ű(Key) SIC", " Ư ̼ȭ/ȭ (ǰ) 䰡 þ ִ" ߴ. "2023 ¿ ұϰ ǰ Ǹ Ȯ ͼ ̴" ߴ.
, "ǰ(SIC, ̺긮 ǰ) ÿ ۷ι ۷ ǰ ä þ ۿ " мߴ.
VƮ мغ
ۼǾϴ. ۿ õ ϴٴ ݵ ּ. Ǵܿ å ο ֽϴ.
θ ʹٸ (å ڼ 캸)
۱ڨ ġ ã ħ, (itooza.com)
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