{"id":15945,"date":"2022-09-14T08:24:41","date_gmt":"2022-09-13T23:24:41","guid":{"rendered":"https:\/\/hibulls.com\/?p=15945"},"modified":"2022-09-14T08:24:47","modified_gmt":"2022-09-13T23:24:47","slug":"09-14-%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4-%ed%8e%80%eb%93%9c-%ec%a0%84%eb%9e%b5","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=15945","title":{"rendered":"[09.14] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5"},"content":{"rendered":"\n

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4. \uc624\ub9ac\uc628\uc744 \uc2e0\uaddc \ud3b8\uc785<\/span><\/span>\ud588\uace0, \ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
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\"\"<\/figure><\/div>\n\n\n

\uc624\ub9ac\uc628<\/span><\/span><\/strong><\/p>\n\n\n\n

\uace1\ubb3c\uacfc \ubd80\uc790\uc7ac \uac00\uaca9 \uc778\uc0c1\uc5d0\ub3c4 \ubc84\ud2f0\ub358 \uc624\ub9ac\uc628\uc774 \uacb0\uad6d \uc81c\ud488 \ud310\ub9e4\uac00\uaca9\uc744 \uc778\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub9ac\uc628\uc740 \ub9e4\ucd9c\uc774 MoM, YoY\ub85c \ubaa8\ub450 \uc131\uc7a5\ud558\uba70 \uc218\uc775\uc131\ub3c4 \uc798 \uc9c0\ud0a4\uace0 \uc788\uc5c8\uc9c0\ub9cc, \uac00\uaca9 \uc778\uc0c1 \uba85\ubd84\uc774 \ucda9\ubd84\ud55c\ub370\ub3c4 \uc62c\ub9ac\uc9c0 \uc54a\uace0 \uc788\ub358 \uc810\uc774 \uc544\uc26c\uc6b4 \ubd80\ubd84\uc774\uc5c8\ub294\ub370, \uc774\ubc88 \ud310\uac00 \uc778\uc0c1\uc73c\ub85c \uc774\ub7f0 \uc544\uc26c\uc6b4 \uc810\uc774 \ud574\uc18c<\/strong>\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \ud310\uac00 \uc778\uc0c1 \ub300\uc0c1\uc740 \uc8fc\ub85c \uc2a4\ub0b5, \ud30c\uc774\uc778\ub370\uc694. \ud310\uac00 \uc778\uc0c1\uc5d0 \ub530\ub978 \ub9e4\ucd9c \uc99d\uac00 \uc601\ud5a5\uc740 \uc5f0 400~500\uc5b5\uc6d0 \uc218\uc900\uc73c\ub85c \ucd94\uc815<\/strong>\ub418\uace0, \ud310\uac00 \uc778\uc0c1 \ud6a8\uacfc\ub294 4\ubd84\uae30\ubd80\ud130 \ubc18\uc601\ub418\uae30 \uc2dc\uc791\ud574 \ub0b4\ub144\ubd80\ud130\ub294 \uc628\uae30\ub85c \ubc18\uc601<\/strong>\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/a>
\u25b2 \uc774\ubbf8\uc9c0 \ud074\ub9ad \uc2dc \uae30\uc0ac \uc6d0\ubb38\uc73c\ub85c \uc774\ub3d9<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 \uc74c\uc2dd\ub8cc \uc5c5\uc885 2\ubd84\uae30 \uc2e4\uc801<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 \uc624\ub9ac\uc628 \uc6d4\ubcc4 \ub9e4\ucd9c\uc561(\ub0b4\uc218+\uc218\ucd9c)<\/em><\/figcaption><\/figure>\n\n\n\n

\uc74c\uc2dd\ub8cc\ub294 \ud544\uc218\uc18c\ube44\uc7ac\ub85c \uacbd\uae30\ubc29\uc5b4\uc8fc\ub85c \uc5ed\ud560\ud558\uae30 \ub54c\ubb38\uc5d0 \ud558\ubc18\uae30 \uc5ed\uc2e4\uc801 \uc7a5\uc138\uc5d0\uc11c\ub3c4 \uc120\ud0dd \uac00\ub2a5\ud55c \uc635\uc158<\/strong>\uc73c\ub85c \uc18c\uac1c\ud574\ub4dc\ub838\uc2b5\ub2c8\ub2e4. \ubaa8\ub2c8\ud130\ub9c1 \ub300\uc0c1 \uc885\ubaa9\ub4e4 \uc911 SPC\uc0bc\ub9bd\uc744 \uc81c\uc678\ud558\uace0 \ubc8c\uc368 \ubaa8\ub450 \ud3b8\uc785\ud588\ub124\uc694. \uc790\uc138\ud55c \ub0b4\uc6a9\uc740 8\uc6d4 19\uc77c \ud380\ub4dc \uc804\ub7b5(https:\/\/hibulls.com\/?p=14327<\/a>)\uc744 \ub2e4\uc2dc \ud55c\ubc88 \ucc38\uace0\ud574\uc8fc\uc138\uc694!<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

IT \uc18c\ubd80\uc7a5 (\uc560\ud50c, DDR5 \ubc38\ub958\uccb4\uc778)<\/span><\/span><\/strong><\/p>\n\n\n\n

\uc624\ub298 \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4\ub97c \uc911\uc2ec\uc73c\ub85c IT \uc5c5\uc885\uc5d0 \uc678\uad6d\uc778\/\uae30\uad00\uc758 \ub9e4\uae30\uac00 \uc3e0\ub9ac\uba74\uc11c IT \uc18c\ubd80\uc7a5\ub3c4 \uac15\ud55c \ubaa8\uc2b5\uc774\uc5c8\ub294\ub370, \uac00\uc7a5 \ub208\uc5d0 \ub744\ub294 \uac74 \uc560\ud50c, DDR5 \ubc38\ub958\uccb4\uc778\uc758 \uc0c1\ub300\uc801 \uac15\uc138<\/strong>\uc600\uc2b5\ub2c8\ub2e4. IT \uc5c5\uc885\uc740 \uacbd\uae30 \uce68\uccb4\uc5d0 \ub530\ub978 \uc18c\ube44 \ub454\ud654\ub85c IT \ucd1d\uc218\uc694 \ud558\ub77d, \uc804\ubc29 CAPEX \ucd95\uc18c\ub85c \uc774\uc775 \uc804\ub9dd\uc774 \ud558\ud5a5\ub418\uba74\uc11c \ud798\ub4e0 \uc2dc\uae30\ub97c \ubcf4\ub0b4\uace0 \uc788\ub294\ub370\uc694. \ucc28\ubcc4\ud654\ub41c \uacac\uace0\ud55c \uc218\uc694(\uc560\ud50c)\uc640 \ubaa8\uba58\ud140(DDR5)\uc744 \ubcf4\uc720\ud55c \uc885\ubaa9\ub4e4\uc740 \ubc18\ub4f1 \uad6d\uba74\uc5d0\uc11c \uba54\uc774\uc800 \uc218\uae09\uc758 \ub7ec\ube0c\ucf5c\uc774 \uac15\ud558\uac8c \ub4e4\uc5b4\uc654\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc774\ub4e4 \uc885\ubaa9\uc740 \uc5ed\uc2e4\uc801 \uc7a5\uc138\uc5d0\uc11c\ub3c4 \uc2e4\uc801 \ubc29\uc5b4\ub825\uc774 \ub192\uc744 \uac83<\/strong>\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc8fc\uac00 \ud558\ub77d \uc2dc \uc800\uac00 \ub9e4\uc218\ub85c \ub300\uc751\ud574\uc57c \ud55c\ub2e4\ub294 \uad00\uc810<\/strong>\uc785\ub2c8\ub2e4. \ud604\uc7ac \ud380\ub4dc\uc5d0 \ud3b8\uc785\ub418\uc5b4 \uc788\ub294 \uc560\ud50c, DDR5 \ubc38\ub958\uccb4\uc778 \uc885\ubaa9\ub4e4\uc740 \uc544\ub798\uc640 \uac19\uc2b5\ub2c8\ub2e4.
-\uc560\ud50c \ubc38\ub958\uccb4\uc778 : \ube44\uc5d0\uc774\uce58
-DDR5 \ubc38\ub958\uccb4\uc778 : \uc2ec\ud14d, \ud2f0\uc5d8\ube44, ISC, \uc544\ube44\ucf54\uc804\uc790<\/span><\/strong><\/p>\n\n\n\n

\uc544\ub798\ub294 \uac01 \ubc38\ub958\uccb4\uc778\ubcc4 2\ubd84\uae30 \uc2e4\uc801 \uc815\ub9ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"
\u25b2 \uc560\ud50c \uc544\uc774\ud3f0 \ubc38\ub958\uccb4\uc778 2\ubd84\uae30 \uc2e4\uc801<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 DDR5 \ubc38\ub958\uccb4\uc778 2\ubd84\uae30 \uc2e4\uc801<\/em><\/figcaption><\/figure>\n\n\n
\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \uc544\uc9c1 \ud380\ub4dc\uc5d0 \ud3b8\uc785\ud558\uc9c0 \uc54a\uc558\uc9c0\ub9cc, \uae30\uc874 \ud3b8\uc785 \uc885\ubaa9 \ud3b8\ucd9c, \uc2dc\uc7a5(\uc8fc\uac00) \uc870\uc815 \ubc1c\uc0dd, \uae30\uc220\uc801\uc73c\ub85c \uc801\uc808\ud55c \ub9e4\uc218 \uc790\ub9ac \ud3ec\ucc29 \uc2dc \uc5b8\uc81c\ub4e0 \ub9e4\uc218\ud560 \uc218 \uc788\ub294 \ud3b8\uc785 \ud6c4\ubcf4 \uc885\ubaa9 \uc6cc\uce58\ub9ac\uc2a4\ud2b8<\/span><\/strong>\uc785\ub2c8\ub2e4. \uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c \uc624\ub9ac\uc628\uc774 \ud380\ub4dc\uc5d0 \ud3b8\uc785\ub418\uba74\uc11c \uc544\ub798 \ubaa9\ub85d\uc5d0\uc11c\ub294 \uc81c\uc678<\/span><\/span>\ub410\uace0, \uadf8 \uc678\uc5d4 \ubcc0\ub3d9\uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

-\ubc18\ub3c4\uccb4 \uc81c\uc870 : SK\ud558\uc774\ub2c9\uc2a4
-2\ucc28\uc804\uc9c0 \uc18c\uc7ac\ubd80\ud488 : \ud14c\uc774\ud329\uc2a4
-2\ucc28\uc804\uc9c0 \uc7a5\ube44 : \ud53c\uc5d4\ud2f0
-\ud0dc\uc591\uad11\uc5d0\ub108\uc9c0 : \ud55c\ud654\uc194\ub8e8\uc158, \ud604\ub300\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158
-\ud48d\ub825\uc5d0\ub108\uc9c0 : \uc0bc\uac15\uc5e0\uc564\ud2f0, \ub3d9\uad6dS&C
-\ubc29\uc0b0 : LIG\ub125\uc2a4\uc6d0
-\uc74c\uc2dd\ub8cc : SPC\uc0bc\ub9bd<\/span><\/strong><\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \uad6d\ub0b4\uc99d\uc2dc \uc2e0\uc6a9\uc794\uace0 \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

1.\uc2e0\uc6a9\uc794\uace0 \uc808\ub300 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n

\"\"
\u25b2 \ucf54\uc2a4\ud53c \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 \ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n

2.\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n

\"\"
\u25b2 \uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0<\/em><\/figcaption><\/figure>\n\n\n\n

*09\/08 \uae30\uc900(\uc99d\uc2dc\uc790\uae08 \ub370\uc774\ud130\ub294 1\uac70\ub798\uc77c lagging\uc774 \uc788\uc74c)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 : 19.3\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 : 37.3%<\/span><\/strong> (vs \uc804\uc77c 37.2%)<\/strong><\/p>\n\n\n\n

*\uc62c\ud574 5\uc6d4~6\uc6d4 \ucd08\uae4c\uc9c0(6\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ubc18\ub300\ub9e4\ub9e4 \ud3ed\ub77d\uc7a5 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 21.8\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 36.6%<\/span><\/strong><\/p>\n\n\n\n

*2018~19\ub144(\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \ubc1c\uc0dd \uc774\uc804)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 40.1%
<\/span>-\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2dc\uc7a5\uc5d0 \uc720\uc785\ub41c \uc790\uae08 \uaddc\ubaa8 \uc790\uccb4\uac00 2\ubc30 \uc774\uc0c1 \ucee4\uc84c\uae30 \ub54c\ubb38\uc5d0 \uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \uc808\ub300\uac12\uc744 \ube44\uad50\ud558\ub294 \uac83\uc740 \ubb34\uc758\ubbf8<\/strong><\/p>\n\n\n\n

\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728\uc774 \uc62c\ud574 6\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ubc18\ub300\ub9e4\ub9e4\uc5d0 \ub530\ub978 \ud3ed\ub77d\uc7a5 \ubc1c\uc0dd \uc9c1\uc804\uc758 \ud3c9\uade0\uce58\ub97c \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. \ud604 \ub808\ubca8\uc740 \uc548\uc804\ub9c8\uc9c4\uc774 \uc5c6\ub294 \uad6c\uac04\uc73c\ub85c \ubcf4\uace0 \uc2dc\uc7a5 \ud558\ub77d \uc2dc \uc2e0\uc6a9\ubb3c\ub7c9 \ucd9c\ud68c\uc5d0 \ub530\ub978 \uc218\uae09 \uc65c\uace1 \uac00\ub2a5\uc131\uc744 \uc5fc\ub450\uc5d0 \ub450\uc5b4\uc57c \ud55c\ub2e4\uace0 \uacc4\uc18d \ub9d0\uc500\ub4dc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n\n

\uc774\uc0c1\uc785\ub2c8\ub2e4. \uac10\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc624\ub9ac\uc628\uc744 \uc2e0\uaddc \ud3b8\uc785\ud588\uace0, \ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc624\ub9ac\uc628 \uace1\ubb3c\uacfc \ubd80\uc790\uc7ac \uac00\uaca9 \uc778\uc0c1\uc5d0\ub3c4 \ubc84\ud2f0\ub358 \uc624\ub9ac\uc628\uc774 \uacb0\uad6d \uc81c\ud488 \ud310\ub9e4\uac00\uaca9\uc744 \uc778\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub9ac\uc628\uc740 \ub9e4\ucd9c\uc774 MoM, YoY\ub85c \ubaa8\ub450 \uc131\uc7a5\ud558\uba70 \uc218\uc775\uc131\ub3c4 \uc798 \uc9c0\ud0a4\uace0 \uc788\uc5c8\uc9c0\ub9cc, \uac00\uaca9 \uc778\uc0c1 \uba85\ubd84\uc774 \ucda9\ubd84\ud55c\ub370\ub3c4 \uc62c\ub9ac\uc9c0 \uc54a\uace0 \uc788\ub358 \uc810\uc774 \uc544\uc26c\uc6b4 \ubd80\ubd84\uc774\uc5c8\ub294\ub370, \uc774\ubc88 \ud310\uac00 \uc778\uc0c1\uc73c\ub85c \uc774\ub7f0 \uc544\uc26c\uc6b4 \uc810\uc774 \ud574\uc18c\ub410\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ud310\uac00 \uc778\uc0c1 \ub300\uc0c1\uc740 \uc8fc\ub85c \uc2a4\ub0b5, […]<\/p>\n","protected":false},"author":1,"featured_media":6784,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[09.14] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - 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