{"id":18995,"date":"2022-10-28T08:10:47","date_gmt":"2022-10-27T23:10:47","guid":{"rendered":"https:\/\/hibulls.com\/?p=18995"},"modified":"2022-10-28T08:10:51","modified_gmt":"2022-10-27T23:10:51","slug":"10-28-%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=18995","title":{"rendered":"[10.28] \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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\"\"<\/figure><\/div>\n\n\n

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

\uc804\uc77c \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c<\/strong>\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4\uc640 \ub2e4\ub974\uac8c \uc0bc\uc131\uc804\uc790\ub294 \uc124\ube44\ud22c\uc790(CAPEX)\ub97c \ucd95\uc18c\ud558\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 +10%(YoY) \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4(2022\ub144 CAPEX \uc57d 54.0\uc870\uc6d0 = \ubc18\ub3c4\uccb4 47.4\uc870\uc6d0 + \ub514\uc2a4\ud50c\ub808\uc774 3.0\uc870\uc6d0).<\/span><\/strong> 2023\ub144 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669\uc5d0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \uad00\uc810\uc774 \uc544\ub2cc, \uc911\uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uacb0\uad6d \ubc18\ub3c4\uccb4 \uc218\uc694\ub294 \uc99d\uac00\ud560 \uc218 \ubc16\uc5d0 \uc5c6\uae30 \ub54c\ubb38\uc5d0 \ud22c\uc790\ub294 \uae30\uc874 \uacc4\ud68d\ub300\ub85c \uac00\ub294 \uac83\uc774 \ub9de\ub2e4\ub294 \uc785\uc7a5\uc744 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc778\uc704\uc801\uc778 \uac10\uc0b0\uc740 \uc5c6\uc744 \uac83\uc774\ub77c\ub294 \uae30\uc874 \uc785\uc7a5\uc744 \uc7ac\ud655\uc778<\/span><\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc804\uc77c \ud380\ub4dc\uc804\ub7b5(https:\/\/hibulls.com\/?p=18849<\/a>)\uc5d0\uc11c \ub9d0\uc500\ub4dc\ub9b0\ub300\ub85c, \uc0bc\uc131\uc804\uc790\ub294 \ub192\uc740 \uc6d0\uac00 \uacbd\uc7c1\ub825\uacfc \ud604\uae08 \ucc3d\ucd9c\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \ub2e4\uc6b4\uc0ac\uc774\ud074\uc5d0\ub3c4 \ucd9c\ud558\ub7c9\uc744 \ub298\ub9ac\uba74\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud574 \uc2dc\uc7a5 \ub9ac\ub354\uc27d\uc744 \uc81c\uace0\ud558\ub294 \uc804\ub7b5\uc744 \ud3bc \uac83<\/strong>\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc0bc\uc131\uc804\uc790\uc758 \uc804\ub7b5\ub300\ub85c\ub77c\uba74, 4\ubd84\uae30 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \ud310\ub9e4 \uac00\uaca9(ASP) \ud558\ub77d\ud3ed\uc740 \uae30\uc874 \uc608\uc0c1\ubcf4\ub2e4 \uc880 \ub354 \uae4a\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd<\/span><\/strong>\ud569\ub2c8\ub2e4. \ud2b9\ud788 NAND\ub294 \uc0bc\uc131\uc804\uc790\uac00 \uc6d0\uac00\uacbd\uc7c1\ub825\uc744 \uae30\ubc18\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728 \ud655\ub300\uc5d0 \ub098\uc124 \uac83\uc73c\ub85c \ubcf4\uc774\ub294\ub370, \uaf64 \uc624\ub79c\uae30\uac04 \uacf5\uae09 \uacfc\uc789\uc774 \uc774\uc5b4\uc9c8 \uac83<\/strong> \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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\u25b2 2022\ub144 \uae00\ub85c\ubc8c DRAM \uc2dc\uc7a5 \uc5c5\uccb4\ubcc4 \uc810\uc720\uc728<\/em><\/figcaption><\/figure>\n\n\n\n
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\u25b2 2022\ub144 \uae00\ub85c\ubc8c NAND \uc2dc\uc7a5 \uc5c5\uccb4\ubcc4 \uc810\uc720\uc728<\/em><\/figcaption><\/figure>\n<\/figure>\n\n\n\n

\uc0bc\uc131\uc804\uc790\uc758 \uc804\ub7b5 \ub54c\ubb38\uc5d0, \uc21c\uc218 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\uccb4\uc778 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc62c\ud574 4\ubd84\uae30~\ub0b4\ub144 2\ubd84\uae30\uae4c\uc9c0 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uc545\ud654\ub41c \uc601\uc5c5\ud658\uacbd\uc744 \ub9de\uc774\ud574\uc57c \ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \uc800\ud76c\uac00 \ub0b4\ub144 3\ubd84\uae30\ub85c \uc608\uc0c1\ud588\ub358 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uc2dc\uc810\uc774 \uc9c0\uc5f0\ub420 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/strong> \uc804\uc77c \uc0bc\uc131\uc804\uc790 \ucee8\ud37c\ub7f0\uc2a4\ucf5c \uc774\ud6c4 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc8fc\uac00\uac00 \uc57d\ud588\ub358 \uac83\uc774 \uc774\ub7ec\ud55c \uc804\ub9dd\uc5d0 \uae30\uc778\ud55c\ub2e4\uace0 \ud310\ub2e8<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

\uc0bc\uc131\uc804\uc790\ub294 \uc21c\uc218 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\uccb4\uac00 \uc544\ub2c8\ub77c, \ub514\uc2a4\ud50c\ub808\uc774\/\ubaa8\ubc14\uc77c\/\ud1b5\uc2e0\/\uac00\uc804 \ub4f1\uc758 \uc0ac\uc5c5\ubd80\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \ubc18\ub3c4\uccb4 \ub2e4\uc6b4\uc0ac\uc774\ud074\uc5d0\uc11c \uc8fc\uac00 \ubc29\uc5b4\ub825\uc740 \uc21c\uc218 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\uccb4\uc778 SK\ud558\uc774\ub2c9\uc2a4\ubcf4\ub2e4 \uc88b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uc800\ud76c\uc758 \ud3ec\uc9c0\uc158\uc744 \ubc14\uafc0 \uc815\ub3c4\ub85c \uc720\uc758\ubbf8\ud55c \uc218\uc900\uc740 \uc544\ub2d0 \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.hl<\/p>\n\n\n\n

\uc544\uc9c1\uae4c\uc9c4 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uc2dc\uc791 \uc2dc\uc810\uc744 \ub0b4\ub144 3\ubd84\uae30\ub85c, SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\uc758 \ucd94\uc138 \ubc18\ub4f1 \uc2dc\uc810\uc744 \ub0b4\ub144 1\ubd84\uae30\ub85c \ubcf4\ub294 view\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ubcc0\ud654\uac00 \uc0dd\uae30\uba74 \ub9d0\uc500\ub4dc\ub9ac\uaca0\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\ud380\ub4dc \ud3b8\uc785\uac00(81,800\uc6d0) \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 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud380\ub4dc \ud3b8\uc785\uac00 \uc774\ud558\ub85c \uc8fc\uac00\uac00 \ub0b4\ub824\uc624\uba74 \ucd94\uac00 \ub9e4\uc218 \ub300\uc751\ud560 \uc608\uc815\uc774\uba70, \ucd5c\uc885 \ube44\uc911\uc740 10%\uae4c\uc9c0 \uacc4\ud68d \uc911\uc785\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n

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

HL\ub9cc\ub3c4<\/span><\/span><\/strong><\/p>\n\n\n\n

\uc804\uc77c \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud558\ub294 \ud638\uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc561\uc740 \ubd84\uae30 \uae30\uc900 \uc5ed\ub300 \ucd5c\ub300\uc785\ub2c8\ub2e4. 2\ubd84\uae30\uc5d0 \uc911\uad6d \ucf54\ub85c\ub09819 \ubd09\uc1c4 \uc5ec\ud30c\ub85c \ud14c\uc2ac\ub77c \uc911\uad6d \uacf5\uc7a5\ud5a5 \ub0a9\ud488 \ubb3c\ub7c9 \uac10\uc18c\uac00 \uc788\uc5c8\ub294\ub370, 3\ubd84\uae30\uc5d0\ub294 \uc774\ub97c \ube60\ub974\uac8c \ud68c\ubcf5<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uac00\uaca9\ub3c4 2\ubd84\uae30 \uc815\uc810 \uc774\ud6c4 \ud558\ub77d\ud558\uba74\uc11c \ube44\uc6a9\uc774 \ud558\ud5a5 \uc548\uc815\ud654<\/strong>\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d\uc0ac\ubcc4\ub85c \ud604\ub300\ucc28\/\uae30\uc544\ud5a5 \ub9e4\ucd9c \ube44\uc911\uc740 49%\ub85c \uc5ed\ub300 \ucd5c\uc800\ub97c \uae30\ub85d\ud588\ub294\ub370, \ud14c\uc2ac\ub77c\ud5a5 \ub9e4\ucd9c \ube44\uc911\uc740 15%\ub85c \uc5ed\ub300 \ucd5c\ub300\ub97c \uae30\ub85d<\/span><\/strong>\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc678\uc5d0\ub3c4 \uc911\uad6d \ub85c\uceec OEM\ud5a5 \ub9e4\ucd9c \ube44\uc911\ub3c4 \uc99d\uac00<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc0ac\uac00 \ub2e4\ubcc0\ud654\ub418\uace0 \uc788\ub294 \uc810\uc744 \uae0d\uc815\uc801\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

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

3\ubd84\uae30\uc5d0 \uc2e0\uaddc \uc218\uc8fc \uaddc\ubaa8\uac00 3\uc870\uc6d0\uc5d0 \ub2ec\ud588\ub294\ub370, \uc804\uc7a5 \uc81c\ud488 \ube44\uc911\uc774 76%\ub97c \ucc28\uc9c0<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ud604\ub300\ucc28\/\uae30\uc544\uc758 \uae00\ub85c\ubc8c \ud310\ub9e4\ub7c9 \ud655\ub300, \ud14c\uc2ac\ub77c \uc911\uad6d \uacf5\uc7a5 \uc815\uc0c1 \uc7ac\uac00\ub3d9, \uc911\uad6d \ub85c\uceec OEM\ud5a5 \uc218\uc8fc \uc99d\uac00\ub85c \uc911\uad6d \uc9c0\uc5ed\uc744 \ud3ec\ud568\ud574 \uae00\ub85c\ubc8c \uc804 \uc9c0\uc5ed\uc5d0\uc11c \ub450 \uc790\ub9bf\uc218\ub300 \uc131\uc7a5\ub960\uc744 \uae30\ub85d<\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

4\ubd84\uae30\uc5d0\ub294 \ud14c\uc2ac\ub77c\uac00 \ud310\ub9e4\ub7c9\uc744 3\ubd84\uae30\ubcf4\ub2e4 +50% \ub9ce\uc740 \uc57d 50\ub9cc\ub300\ub85c \uac00\uc774\ub358\uc2a4\ub97c \uc7a1\uc544\ub454 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\ud5a5 \ub9e4\ucd9c \ud638\uc870\uac00 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uae30\ub300<\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub0b4\uc5f0\uae30\uad00\uc5d0\uc11c \uc804\uae30\ucc28\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ub2e4\uc591\ud654, \uc18c\ud615\ud654, \uacbd\ub7c9\ud654\ub41c \uc804\uc7a5\uc81c\ud488\ub4e4\uc744 \uac1c\ubc1c\u00b7\uacf5\uae09\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc790\uc728\uc8fc\ud589 \uad00\ub828 \uc81c\ud488\uad70\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc5f0\ub9d0 \ucd9c\uc2dc \uc608\uc815\uc778 \ud604\ub300\ucc28\uc758 \uc81c\ub124\uc2dc\uc2a4 G90 \ubaa8\ub378\uc5d0 \uc790\uc728\uc8fc\ud589 \ub808\ubca83 \uae30\ub2a5\uc774 \ucd5c\ucd08\ub85c \ud0d1\uc7ac\ub418\ub294\ub370, HL\ub9cc\ub3c4\uac00 \uc8fc\ud589 \ud575\uc2ec \uc13c\uc11c, \ub808\uc774\ub354\/\uce74\uba54\ub77c \uc13c\uc11c, \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec \uc720\ub2db \ub4f1\uc744 \uacf5\uae09\ud560 \uc608\uc815<\/strong>\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n

HL\ub9cc\ub3c4\ub294 \uc2e4\uc801\ub3c4 \uacac\uace0\ud558\uace0, \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc2dc\uc7a5\uc744 \ub9ac\ub529\ud558\uace0 \uc788\ub294 \ud14c\uc2ac\ub77c\uc640 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \uc778\uc815\ubc1b\uc73c\uba70 \uc785\uc9c0\ub97c \ub192\uc774\uace0 \uc788\ub294 \ud604\ub300\ucc28\/\uae30\uc544\ub97c \uace0\uac1d\uc0ac\ub85c \ub450\uace0 \uc788\uc73c\uba70, \uc804\uae30\ucc28\/\uc790\uc728\uc8fc\ud589\ucc28 \ubd80\ud488\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \uacc4\uc18d \uc88b\uac8c \ubd05\ub2c8\ub2e4. \ud640\ub529 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n

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\"\"<\/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

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\"\"<\/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

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\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

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

*10\/26 \uae30\uc900(\uc99d\uc2dc\uc790\uae08 \ub370\uc774\ud130\ub294 1\uac70\ub798\uc77c lagging\uc774 \uc788\uc74c)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 : 16.1\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 : 33.3%<\/span><\/strong> (vs \uc804\uc77c 34.0%)<\/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

\uc2e0\uc6a9\uc794\uace0 \uae08\uc561\uc758 \uc808\ub300 \uaddc\ubaa8\uc640 \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ubaa8\ub450 \uc548\uc815\uad8c\uc785\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 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4\uc640 \ub2e4\ub974\uac8c \uc0bc\uc131\uc804\uc790\ub294 \uc124\ube44\ud22c\uc790(CAPEX)\ub97c \ucd95\uc18c\ud558\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 +10%(YoY) \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4(2022\ub144 CAPEX \uc57d 54.0\uc870\uc6d0 = \ubc18\ub3c4\uccb4 47.4\uc870\uc6d0 + \ub514\uc2a4\ud50c\ub808\uc774 3.0\uc870\uc6d0). 2023\ub144 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669\uc5d0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \uad00\uc810\uc774 \uc544\ub2cc, \uc911\uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uacb0\uad6d \ubc18\ub3c4\uccb4 \uc218\uc694\ub294 \uc99d\uac00\ud560 \uc218 \ubc16\uc5d0 \uc5c6\uae30 \ub54c\ubb38\uc5d0 […]<\/p>\n","protected":false},"author":1,"featured_media":6787,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[10.28] \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=18995\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[10.28] \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 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4\uc640 \ub2e4\ub974\uac8c \uc0bc\uc131\uc804\uc790\ub294 \uc124\ube44\ud22c\uc790(CAPEX)\ub97c \ucd95\uc18c\ud558\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 +10%(YoY) \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4(2022\ub144 CAPEX \uc57d 54.0\uc870\uc6d0 = \ubc18\ub3c4\uccb4 47.4\uc870\uc6d0 + \ub514\uc2a4\ud50c\ub808\uc774 3.0\uc870\uc6d0). 2023\ub144 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669\uc5d0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \uad00\uc810\uc774 \uc544\ub2cc, \uc911\uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uacb0\uad6d \ubc18\ub3c4\uccb4 \uc218\uc694\ub294 \uc99d\uac00\ud560 \uc218 \ubc16\uc5d0 \uc5c6\uae30 \ub54c\ubb38\uc5d0 […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hibulls.com\/?p=18995\" \/>\n<meta property=\"og:site_name\" content=\"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-27T23:10:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-27T23:10:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/05\/\ud558\uc774\ubd88\uc2a43.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=\"6\ubd84\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hibulls.com\/?p=18995\",\"url\":\"https:\/\/hibulls.com\/?p=18995\",\"name\":\"[10.28] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\",\"isPartOf\":{\"@id\":\"https:\/\/hibulls.com\/#website\"},\"datePublished\":\"2022-10-27T23:10:47+00:00\",\"dateModified\":\"2022-10-27T23:10:51+00:00\",\"author\":{\"@id\":\"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625\"},\"inLanguage\":\"ko-KR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hibulls.com\/?p=18995\"]}]},{\"@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":"[10.28] \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=18995","og_locale":"ko_KR","og_type":"article","og_title":"[10.28] \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 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4\uc640 \ub2e4\ub974\uac8c \uc0bc\uc131\uc804\uc790\ub294 \uc124\ube44\ud22c\uc790(CAPEX)\ub97c \ucd95\uc18c\ud558\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 +10%(YoY) \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4(2022\ub144 CAPEX \uc57d 54.0\uc870\uc6d0 = \ubc18\ub3c4\uccb4 47.4\uc870\uc6d0 + \ub514\uc2a4\ud50c\ub808\uc774 3.0\uc870\uc6d0). 2023\ub144 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc5c5\ud669\uc5d0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \uad00\uc810\uc774 \uc544\ub2cc, \uc911\uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uacb0\uad6d \ubc18\ub3c4\uccb4 \uc218\uc694\ub294 \uc99d\uac00\ud560 \uc218 \ubc16\uc5d0 \uc5c6\uae30 \ub54c\ubb38\uc5d0 […]","og_url":"https:\/\/hibulls.com\/?p=18995","og_site_name":"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)","article_published_time":"2022-10-27T23:10:47+00:00","article_modified_time":"2022-10-27T23:10:51+00:00","og_image":[{"width":657,"height":657,"url":"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/05\/\ud558\uc774\ubd88\uc2a43.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":"6\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/hibulls.com\/?p=18995","url":"https:\/\/hibulls.com\/?p=18995","name":"[10.28] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)","isPartOf":{"@id":"https:\/\/hibulls.com\/#website"},"datePublished":"2022-10-27T23:10:47+00:00","dateModified":"2022-10-27T23:10:51+00:00","author":{"@id":"https:\/\/hibulls.com\/#\/schema\/person\/df63b100a93f7a618a5301b0c8f77625"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/hibulls.com\/?p=18995"]}]},{"@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\/18995"}],"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=18995"}],"version-history":[{"count":3,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts\/18995\/revisions"}],"predecessor-version":[{"id":19043,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/posts\/18995\/revisions\/19043"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=\/wp\/v2\/media\/6787"}],"wp:attachment":[{"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hibulls.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}