{"id":18849,"date":"2022-10-27T08:13:12","date_gmt":"2022-10-26T23:13:12","guid":{"rendered":"https:\/\/hibulls.com\/?p=18849"},"modified":"2022-10-27T08:13:18","modified_gmt":"2022-10-26T23:13:18","slug":"10-27-%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=18849","title":{"rendered":"[10.27] \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. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

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SK\ud558\uc774\ub2c9\uc2a4<\/span><\/span><\/strong><\/p>\n\n\n\n

\uc804\uc77c 3\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uace0, \uc5b4\ub2dd \uc1fc\ud06c\ub97c \uae30\ub85d<\/strong>\ud588\uc2b5\ub2c8\ub2e4. DRAM, NAND \ucd9c\ud558 \uc99d\uac10\ub960\uc740 \uac01\uac01 -4%, -11%(QoQ)\ub97c \uae30\ub85d\ud588\uace0, \ud3c9\uade0 \ud310\ub9e4 \ub2e8\uac00(ASP)\ub294 \uac01\uac01 -22%(QoQ)\ub97c \uae30\ub85d<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, 3\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uc740 \uc774\ubbf8 \uc608\uace0<\/strong>\ub418\uc5c8\ub358 \uac83\uc774\ub77c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4, \uc124\ube44\ud22c\uc790(CAPEX) \ucd95\uc18c, \uc0dd\uc0b0\ub7c9 \uc870\uc808 \ub4f1\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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\uba3c\uc800, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ubbf8\uad6d \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c CAPEX \ucd95\uc18c, \uc0dd\uc0b0\ub7c9 \ud558\ud5a5\uc744 \uc5b8\uae09<\/span><\/strong>\ud588\uc2b5\ub2c8\ub2e4. 2023\ub144 CAPEX\ub97c 2022\ub144 \ub300\ube44 -50% \uc774\uc0c1 \uc904\uc774\uaca0\ub2e4\uace0 \ubc1c\ud45c<\/span><\/strong>\ud588\uc2b5\ub2c8\ub2e4. 2008\ub144 \uae00\ub85c\ubc8c \uae08\uc735\uc704\uae30 \uc0ac\ud0dc \ub2f9\uc2dc \uc218\uc900\uc758 \ud22c\uc790 \ucd95\uc18c<\/strong>\uc785\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uc2e4\uc801 \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c CAPEX \uac10\ucd95\uacfc \uc2e4\uc9c8\uc801\uc778 \uac10\uc0b0\uc744 \uc5b8\uae09\ud558\uba70 \uc801\uadf9\uc801\uc778 \uacf5\uae09 \uc870\uc808 \uc758\uc9c0<\/strong>\ub97c \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc800\ud76c\ub294 10\uc6d4 21\uc77c \ud380\ub4dc\uc804\ub7b5(https:\/\/hibulls.com\/?p=18505<\/a>)\uc5d0\uc11c \ub9d0\uc500\ub4dc\ub9b0\ub300\ub85c, 2023\ub144 \ud558\ubc18\uae30\uc5d0\ub294 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc218\uae09 \ubc38\ub7f0\uc2a4\uac00 \uac1c\uc120\ub418\uba74\uc11c \uc5c5\ud669\uc774 \ud134\uc5b4\ub77c\uc6b4\ub4dc\ud560 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc744 \uc720\uc9c0<\/span><\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\ud55c\uac00\uc9c0 \uc544\uc26c\uc6b4 \uc810\uc740 \uac10\uc0b0\uc744 \ub2f9\uc7a5 \ud558\ub294 \uac83\uc774 \uc544\ub2cc, \ub0b4\ub144\ubd80\ud130 \uc2e4\ud589\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc62c\ud574 3\ubd84\uae30 \uc7ac\uace0 \uaddc\ubaa8(14.7\uc870\uc6d0)\uac00 \ub9e4\ucd9c\uc561(11.0\uc870\uc6d0)\uc744 \ucd08\uacfc\ud560 \uc815\ub3c4\ub85c \ucee4\uc9c4 \uc0c1\ud669\uc778\ub370, \uc774\ub7f0 \ucd94\uc138\uac00 \uc9c0\uc18d\ub41c\ub2e4\uba74 ASP \ud558\ub77d\uc740 \ub354 \uac00\uc18d\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \uc2dc\uc7a5\uc758 \uc608\uc0c1\ubcf4\ub2e4 \uac00\uaca9 \ud558\ub77d\ud3ed\uc774 \ub354 \uae4a\uace0, \ub0b4\ub144 \uc0c1\ubc18\uae30 \uc2e4\uc801 \ucda9\uaca9\uc774 \ud074 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2f9\uc7a5 \uc62c\ud574 4\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc774 \uc801\uc790 \uc804\ud658\ud560 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> 10\uc6d4 21\uc77c \ud380\ub4dc\uc804\ub7b5(https:\/\/hibulls.com\/?p=18505<\/a>)\uc5d0\uc11c \uc81c\uc2dc\ud574\ub4dc\ub9b0 SK\ud558\uc774\ub2c9\uc2a4\uc758 \ubd84\uae30\ubcc4 \uc601\uc5c5\uc774\uc775 \ucd94\uc774&\uc804\ub9dd\uc5d0\uc11c \ub0b4\ub144 1~3\ubd84\uae30 \uc801\uc790\ud3ed\uc744 \ud655\ub300 \uc870\uc815<\/span><\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc911\uc694\ud55c \uac74 \uc624\ub298 \uc2e4\uc801\ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc744 \ud558\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669 \uc804\ub9dd\uacfc \uc804\ub7b5 \ubc1c\ud45c \ub0b4\uc6a9<\/strong>\uc774 \ub418\uaca0\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 CAPEX \uac10\ucd95\uc774\ub098 \uc0dd\uc0b0\ub7c9 \uc870\uc808\uc744 \ud574\uc8fc\uc5b4\uc57c \uc5c5\ud669 \ud134\uc5b4\ub77c\uc6b4\ub4dc\uac00 \uc608\uc0c1\ub300\ub85c \uc804\uac1c\ub420 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/strong> \ub2e4\ub9cc, \uc0bc\uc131\uc804\uc790\ub294 \uc774\ubc88 \ub2e4\uc6b4\uc0ac\uc774\ud074\uc5d0\ub3c4 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \ucd9c\ud558\ub7c9\uc744 \ud655\ub300\ud558\uba74\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud0a4\uc6b0\ub824\ub294 \uae30\ud68c\ub85c \uc0dd\uac01\ud558\uace0 \uc788\uc5b4\uc11c \uc608\uc0c1\ubcf4\ub2e4 \uc2dc\uac04\uc774 \ub354 \ud544\uc694\ud558\uac8c \ub420 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \uc774 \ubd80\ubd84\uc740 \uc0bc\uc131\uc804\uc790 \ucee8\ud37c\ub7f0\uc2a4\ucf5c \ub0b4\uc6a9\uc744 \uccb4\ud06c\ud55c \ud6c4 \uc5c5\ub370\uc774\ud2b8\ud574 \ub4dc\ub9ac\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc \uc678\uad6d\uc778\uc758 \uc911\ud654\uad8c \uc8fc\uc2dd \ube44\uc911 \ucd95\uc18c\/\ud55c\uad6d \uc8fc\uc2dd \ube44\uc911 \ud655\ub300\uc5d0 \ub530\ub978 \uae30\uacc4\uc801 \uc218\uae09 \uc720\uc785(\ucf54\uc2a4\ud53c \uc2dc\uac00\ucd1d\uc561 3\uc704)\uc73c\ub85c \uc8fc\uac00\uac00 \ubc18\ub4f1\ud588\uc9c0\ub9cc, \uc774\uc640 \ubcc4\uac1c\ub85c \uc5c5\ud669\ub9cc \ubd24\uc744 \ub54c\ub294 \uc62c\ud574 \ub9d0\uae4c\uc9c0\ub294 \uc8fc\uac00\ub294 \ub2e4\uc18c \ud5e4\ub9ec \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \ub0b4\ub144\uc73c\ub85c \ub118\uc5b4\uac00\uba74, 1\ubd84\uae30\ubd80\ud130 \ubd84\uae30 \uc2e4\uc801\uc774 \uc801\uc790 \uc804\ud658\ud568\uc5d0\ub3c4, \uc8fc\uac00\ub294 \ucd94\uc138 \ubc18\ub4f1\uc744 \uc804\ub9dd<\/span><\/strong>\ud569\ub2c8\ub2e4. \uc8fc\uac00\uac00 \uc5c5\ud669\uc744 6\uac1c\uc6d4 \uc120\ud589\ud55c\ub2e4\ub294 \uba85\uc81c\ub97c \ud22c\uc790\ud3ec\uc778\ud2b8\ub85c \uc81c\uc2dc\ud574\ub4dc\ub838\uace0, \uc5ec\uae30\uc5d4 \ubcc0\ud568\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n\n

\ud380\ub4dc \ud3b8\uc785\uac00 \uc774\ud558, \ub354 \ubcf4\uc218\uc801\uc73c\ub85c\ub294 9\uc6d4 \uc804\uc800\uc810\uc778 80,400\uc6d0 \ubd80\uadfc\uae4c\uc9c0 \uacc4\uc18d \ud558\ubc29\uc744 \uc5f4\uc5b4\ub450\uace0 \uc720\uc5f0\ud558\uac8c \uac00\uc838\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> 2023\ub144 \ub9d0\uae4c\uc9c0\uc758 \ud22c\uc790\ub97c \uac00\uc815\ud558\uba74 \ud604\uc7ac \uac00\uaca9\ub300\uc5d0\uc11c \uc8fc\uac00 \ub2e4\uc6b4\uc0ac\uc774\ub4dc \ub9ac\uc2a4\ud06c\ub294 -10% \uc804\ud6c4 \uc218\uc900\uc778\ub370 \ubc18\ud574, \uc5c5\uc0ac\uc774\ub4dc \ub9ac\uc2a4\ud06c\ub294 \ucd5c\uc18c +50% \uc774\uc0c1<\/span><\/strong>\uc785\ub2c8\ub2e4. \ud380\ub4dc \ud3b8\uc785\uac00 \uc774\ud558\ub85c \uc8fc\uac00\uac00 \ub0b4\ub824\uc624\uba74 \ucd94\uac00 \ub9e4\uc218 \ub300\uc751\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ud604\uc7ac \ube44\uc911\uc774 3%\uc778\ub370, \ucd5c\uc885 \ube44\uc911\uc740 10%\uae4c\uc9c0 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n

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

\ucf54\uc2a4\ubaa8\uc2e0\uc18c\uc7ac<\/span><\/span><\/strong><\/p>\n\n\n\n

\uc591\ud638\ud55c 3\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \uc2e0\uaddc \uc99d\uc124\ud55c \uc591\uadf9\uc7ac \uc0dd\uc0b0 \ub77c\uc778\uc774 5\uc6d4\ub9d0\ubd80\ud130 \uac00\ub3d9\ub418\uba74\uc11c \ud558\ubc18\uae30 \uc2e4\uc801\uc5d0 \uc628\uae30 \ubc18\uc601<\/strong>\ub418\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc544\uc9c1\uc740 \uc591\uadf9\uc7ac \ub9e4\ucd9c \uc911 \ud070 \ube44\uc911\uc774 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58(ESS)\ud5a5\uc73c\ub85c \ubc1c\uc0dd\ud558\uace0 \uc788\uc9c0\ub9cc, \uc804\uae30\ucc28(EV) \uc2dc\uc7a5 \uace0\uc131\uc7a5\uc73c\ub85c \uc591\uadf9\uc7ac \uacf5\uae09 \ubd80\uc871\uc774 \uacc4\uc18d\ub418\uace0 \uc788\uc5b4\uc11c \uc810\ucc28 EV\ud5a5 \ube44\uc911\uc774 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd<\/strong>\ud569\ub2c8\ub2e4. \uc8fc\ub825 \uace0\uac1d\uc0ac \uc0bc\uc131SDI\uc758 \uc804\ub825\uc6a9 ESS \ud310\ub9e4 \ube44\uc911\uc774 \ub192\uc544\uc9c0\uba74\uc11c \ub9e4\ucd9c \ubcfc\ub968 \ud655\ub300 \uae30\uc870\uac00 \uc9c0\uc18d\ub410\uc73c\ub098, \uc601\uc5c5\uc774\uc775\ub960\uc740 \uc804\ubd84\uae30 \ub300\ube44 \uc18c\ud3ed \ud558\ub77d<\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc EV\uc6a9 \uc591\uadf9\uc7ac \uacf5\uae09\uc744 \ub17c\uc758 \uc911\uc778 \uac83\uc73c\ub85c \ud30c\uc545<\/span><\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 2\ucc28\uc804\uc9c0 \ud575\uc2ec \uc18c\uc7ac\uc778 \uc591\uadf9\uc7ac \uacf5\uae09 \ubd80\uc871\uc744 \ud574\uacb0\ud558\uae30 \uc704\ud574 \uc218\uae09\ucc98\ub97c \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc5b4\uc11c, \ucf54\uc2a4\ubaa8\uc2e0\uc18c\uc7ac\uac00 \ud004\ud14c\uc2a4\ud2b8\ub9cc \ud1b5\uacfc\ud558\uba74 \ubca4\ub354\uc0ac\ub85c \uc9c4\uc785\ud560 \uac83\uc73c\ub85c \uae30\ub300<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EV\uc6a9 \uc591\uadf9\uc7ac \uacf5\uae09 \uc2dc, \uace0\uac00 \uc81c\ud488 MIX \uac1c\uc120\uc73c\ub85c \uc2e4\uc801\uc774 \ud55c\uce35 \ub354 \uc88b\uc544\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucf54\uc2a4\ubaa8\uc2e0\uc18c\uc7ac\ub294 2023\ub144 \ub9d0\uae4c\uc9c0 7\ub9cc\ud1a4\uc758 \uc591\uadf9\uc7ac CAPA\ub97c \uacc4\ud68d \uc911\uc785\ub2c8\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc5d0 \uc591\uadf9\uc7ac\ub97c \ub0a9\ud488\ud558\uba74 \uad6d\ub0b4 CAPA\ub294 10\ub9cc\ud1a4\uae4c\uc9c0 \ud655\ub300\ub420 \uc218 \uc788\uace0, \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ud574\uc678(\ubd81\ubbf8) CAPA\ub3c4 10\ub9cc\ud1a4\uae4c\uc9c0 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ud640\ub529 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/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 \ubcc0\ub3d9\uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

-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 : \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<\/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 6\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n
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\u25b2 \ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 6\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

*10\/25 \uae30\uc900(\uc99d\uc2dc\uc790\uae08 \ub370\uc774\ud130\ub294 1\uac70\ub798\uc77c lagging\uc774 \uc788\uc74c)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 : 16.2\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 : 34.0%<\/span><\/strong> (vs \uc804\uc77c 33.7%)<\/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

*\uc62c\ud574 8\uc6d4~9\uc6d4 \uc911\uc21c\uae4c\uc9c0(9\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ub300\uaddc\ubaa8 \ubc18\ub300\ub9e4\ub9e4 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 19.2\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 35.6%<\/span><\/strong><\/p>\n\n\n\n

*2018~19\ub144(\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \ubc1c\uc0dd \uc774\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 10.4\uc870\uc6d0(2020\ub144 \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)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 40.1%<\/strong><\/p>\n\n\n\n

\ucd5c\uadfc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728\uc774 \ub2e4\uc18c \uc62c\ub77c\uc654\uc9c0\ub9cc, \uc544\uc9c1\uae4c\uc9c0\ub294 \uc548\uc815\uad8c\uc774\ub77c\uace0 \ud310\ub2e8\ud558\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. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uc77c 3\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uace0, \uc5b4\ub2dd \uc1fc\ud06c\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. DRAM, NAND \ucd9c\ud558 \uc99d\uac10\ub960\uc740 \uac01\uac01 -4%, -11%(QoQ)\ub97c \uae30\ub85d\ud588\uace0, \ud3c9\uade0 \ud310\ub9e4 \ub2e8\uac00(ASP)\ub294 \uac01\uac01 -22%(QoQ)\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, 3\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uc740 \uc774\ubbf8 \uc608\uace0\ub418\uc5c8\ub358 \uac83\uc774\ub77c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4, \uc124\ube44\ud22c\uc790(CAPEX) \ucd95\uc18c, \uc0dd\uc0b0\ub7c9 \uc870\uc808 \ub4f1\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4. \uba3c\uc800, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ubbf8\uad6d \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c […]<\/p>\n","protected":false},"author":1,"featured_media":6788,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hibulls.com\/?p=18849\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uc77c 3\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uace0, \uc5b4\ub2dd \uc1fc\ud06c\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. DRAM, NAND \ucd9c\ud558 \uc99d\uac10\ub960\uc740 \uac01\uac01 -4%, -11%(QoQ)\ub97c \uae30\ub85d\ud588\uace0, \ud3c9\uade0 \ud310\ub9e4 \ub2e8\uac00(ASP)\ub294 \uac01\uac01 -22%(QoQ)\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, 3\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uc740 \uc774\ubbf8 \uc608\uace0\ub418\uc5c8\ub358 \uac83\uc774\ub77c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4, \uc124\ube44\ud22c\uc790(CAPEX) \ucd95\uc18c, \uc0dd\uc0b0\ub7c9 \uc870\uc808 \ub4f1\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4. \uba3c\uc800, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ubbf8\uad6d \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hibulls.com\/?p=18849\" \/>\n<meta property=\"og:site_name\" content=\"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-26T23:13:12+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-26T23:13:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/05\/\ud558\uc774\ubd88\uc2a412.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"657\" \/>\n\t<meta property=\"og:image:height\" content=\"657\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"\ud558\uc774\ubd88\uc2a4\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"\ud558\uc774\ubd88\uc2a4\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7\ubd84\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hibulls.com\/?p=18849\",\"url\":\"https:\/\/hibulls.com\/?p=18849\",\"name\":\"[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\",\"isPartOf\":{\"@id\":\"https:\/\/hibulls.com\/#website\"},\"datePublished\":\"2022-10-26T23:13:12+00:00\",\"dateModified\":\"2022-10-26T23:13:18+00:00\",\"author\":{\"@id\":\"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625\"},\"inLanguage\":\"ko-KR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hibulls.com\/?p=18849\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/hibulls.com\/#website\",\"url\":\"https:\/\/hibulls.com\/\",\"name\":\"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)\",\"description\":\"\ub204\uc801 \ud68c\uc6d0 10\ub9cc \uac1c\uc778\ud22c\uc790\uc790\uac00 \uc120\ud0dd\ud55c \ub300\ud55c\ubbfc\uad6d \ub300\ud45c \uc8fc\uc2dd\uc815\ubcf4 \uc11c\ube44\uc2a4\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/hibulls.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"ko-KR\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625\",\"name\":\"\ud558\uc774\ubd88\uc2a4\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"ko-KR\",\"@id\":\"https:\/\/hibulls.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/hibulls.com\/wp-content\/uploads\/2021\/12\/61bfee1db37c9.png\",\"contentUrl\":\"https:\/\/hibulls.com\/wp-content\/uploads\/2021\/12\/61bfee1db37c9.png\",\"caption\":\"\ud558\uc774\ubd88\uc2a4\"},\"url\":\"https:\/\/hibulls.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/hibulls.com\/?p=18849","og_locale":"ko_KR","og_type":"article","og_title":"[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)","og_description":"\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uc77c 3\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uace0, \uc5b4\ub2dd \uc1fc\ud06c\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. DRAM, NAND \ucd9c\ud558 \uc99d\uac10\ub960\uc740 \uac01\uac01 -4%, -11%(QoQ)\ub97c \uae30\ub85d\ud588\uace0, \ud3c9\uade0 \ud310\ub9e4 \ub2e8\uac00(ASP)\ub294 \uac01\uac01 -22%(QoQ)\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, 3\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uc740 \uc774\ubbf8 \uc608\uace0\ub418\uc5c8\ub358 \uac83\uc774\ub77c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4, \uc124\ube44\ud22c\uc790(CAPEX) \ucd95\uc18c, \uc0dd\uc0b0\ub7c9 \uc870\uc808 \ub4f1\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4. \uba3c\uc800, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ubbf8\uad6d \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c […]","og_url":"https:\/\/hibulls.com\/?p=18849","og_site_name":"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)","article_published_time":"2022-10-26T23:13:12+00:00","article_modified_time":"2022-10-26T23:13:18+00:00","og_image":[{"width":657,"height":657,"url":"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/05\/\ud558\uc774\ubd88\uc2a412.jpg","type":"image\/jpeg"}],"author":"\ud558\uc774\ubd88\uc2a4","twitter_card":"summary_large_image","twitter_misc":{"Written by":"\ud558\uc774\ubd88\uc2a4","Est. reading time":"7\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/hibulls.com\/?p=18849","url":"https:\/\/hibulls.com\/?p=18849","name":"[10.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)","isPartOf":{"@id":"https:\/\/hibulls.com\/#website"},"datePublished":"2022-10-26T23:13:12+00:00","dateModified":"2022-10-26T23:13:18+00:00","author":{"@id":"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/hibulls.com\/?p=18849"]}]},{"@type":"WebSite","@id":"https:\/\/hibulls.com\/#website","url":"https:\/\/hibulls.com\/","name":"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)","description":"\ub204\uc801 \ud68c\uc6d0 10\ub9cc \uac1c\uc778\ud22c\uc790\uc790\uac00 \uc120\ud0dd\ud55c \ub300\ud55c\ubbfc\uad6d \ub300\ud45c \uc8fc\uc2dd\uc815\ubcf4 \uc11c\ube44\uc2a4","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/hibulls.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"ko-KR"},{"@type":"Person","@id":"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625","name":"\ud558\uc774\ubd88\uc2a4","image":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/hibulls.com\/#\/schema\/person\/image\/","url":"https:\/\/hibulls.com\/wp-content\/uploads\/2021\/12\/61bfee1db37c9.png","contentUrl":"https:\/\/hibulls.com\/wp-content\/uploads\/2021\/12\/61bfee1db37c9.png","caption":"\ud558\uc774\ubd88\uc2a4"},"url":"https:\/\/hibulls.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts\/18849"}],"collection":[{"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18849"}],"version-history":[{"count":6,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts\/18849\/revisions"}],"predecessor-version":[{"id":18891,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts\/18849\/revisions\/18891"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/media\/6788"}],"wp:attachment":[{"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}