๐Ÿ“ฑ[ํ•œํˆฌ] ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€
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์ „๊ธฐ์ „์ž ํ•ธ๋“œ์…‹ ์†Œ์‹
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[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 9์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ์‚ผ์„ฑ '๊ฐค๋Ÿญ์‹œ๋ถ2 ๊ณ ' ์ถœ์‹œ ์ž„๋ฐ•โ€ฆ๊ฐค๋Ÿญ์‹œS23 ๋™์‹œ ์ถœ๊ฒฉํ•˜๋‚˜
- ์‚ผ์„ฑ์˜ ๋ณด๊ธ‰ํ˜• ๋…ธํŠธ๋ถ ๊ฐค๋Ÿญ์‹œ๋ถ2๊ณผ ํ”Œ๋ž˜๊ทธ์‹ญ ์Šค๋งˆํŠธํฐ ๊ฐค๋Ÿญ์‹œS23 ์‹œ๋ฆฌ์ฆˆ์˜ ๋™์‹œ ์ถœ์‹œ ๊ฐ€๋Šฅ์„ฑ์ด ๊ฑฐ๋ก ๋˜๊ณ  ์žˆ์Œ
- ์ตœ๊ทผ ์™ธ์‹  ๋ณด๋„ ๋“ฑ์— ๋”ฐ๋ฅด๋ฉด ์‚ผ์„ฑ ๋…ธํŠธ๋ถ 2์ข…์ด ๋ฏธ๊ตญ ์—ฐ๋ฐฉํ†ต์‹ ์œ„์›ํšŒ(FCC) ์ธ์ฆ์„ ํ†ต๊ณผ. ๊ฐค๋Ÿญ์‹œ๋ถ2 ๊ณ , ๊ฐค๋Ÿญ์‹œ๋ถ2 ๊ณ  5G ๋ชจ๋ธ๋กœ ์ถ”์ •
Link: https://bit.ly/3Yi7Vey

โ— Apple supplier Foxconn reportedly helped persuade China to loosen Covid rules
- ์›”์ŠคํŠธ๋ฆฌํŠธ ์ €๋„์— ๋”ฐ๋ฅด๋ฉด ํญ์Šค์ฝ˜์˜ ํŒŒ์šด๋”๋Š” ์ค‘๊ตญ์˜ ์ง€๋„๋ถ€์— ์ฝ”๋กœ๋‚˜ ๋ฐฉ์—ญ ์ •์ฑ… ์™„ํ™”๋ฅผ ์„ค๋“ํ–ˆ๋‹ค ์ „ํ•จ
- ํ•œํŽธ, ์˜ฌ ๊ฐ€์„ ์ดˆ ํญ์Šค์ฝ˜ ๊ณต์žฅ ๋…ธ๋™์ž๋“ค์€ ์ฝ”๋กœ๋‚˜ ๋ด‰์‡„ ์ •์ฑ…์— ๋งž์„œ ํƒˆ์ถœ ์‹œ๋„
Link: https://cnb.cx/3VHXwXN

โ— "10์ธ์น˜ ์ด์ƒ OLED, 5๋…„ ๋’ค 7์ฒœ๋งŒ๋Œ€ ์ถœํ•˜...2.5๋ฐฐ ๋Š˜์–ด"
- ์œ ๋น„๋ฆฌ์„œ์น˜๋Š” TV์šฉ OLED๊ฐ€ ์—ฐ ํ‰๊ท  11.2% ์„ฑ์žฅํ•˜๋ฉฐ ์ค‘๋Œ€ํ˜• OLED ์‹œ์žฅ์„ ์ด๋Œ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€
- 2024๋…„ ๋ฏธ๊ตญ ์• ํ”Œ์˜ โ€˜์•„์ดํŒจ๋“œโ€™์šฉ OLED๊ฐ€ ์ถœ์‹œ๋ผ ํƒœ๋ธ”๋ฆฟPC์šฉ OLED ์‹œ์žฅ์ด ํ™•๋Œ€๋  ๊ฒƒ์œผ๋กœ ์ „๋ง
Link: https://bit.ly/3ULL8oi

โ— ์‚ผ์„ฑ์ „์ž, 24์‹œ๊ฐ„ ์ฐฉ์šฉ AR ํ—ค๋“œ์…‹ ๋ˆˆ๋…โ€ฆ ็พŽ ์Šคํƒ€ํŠธ์—…์— ํˆฌ์ž
- ์• ํ”Œ์„ ํ•„๋‘๋กœ ์‚ผ์„ฑ์ „์ž ์—ญ์‹œ ๋‚ด๋…„์— XR ํ—ค๋“œ์…‹์„ ์ถœ์‹œํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋Š” ๊ฐ€์šด๋ฐ, XR ๊ธฐ๊ธฐ ์„ฑ๋Šฅ์˜ ํ•ต์‹ฌ ์ค‘ ํ•˜๋‚˜์ธ ์ €์ „๋ ฅ ๊ธฐ์ˆ  ํ™•๋ณด๋ฅผ ์œ„ํ•ด ์‚ผ์„ฑ์ด ๋ฏธ๊ตญ ์Šคํƒ€ํŠธ์—…์ธ ์ต์‚ฌ๋‚˜(Ixana)์— ํˆฌ์ž๋ฅผ ๊ฒฐ์ •
- ๊ธ€๋กœ๋ฒŒ XR์‹œ์žฅ์€ 2019๋…„ 78์–ต9000๋งŒ๋‹ฌ๋Ÿฌ(์•ฝ 10์กฐ4234์–ต์›)์—์„œ ์˜ค๋Š” 2024๋…„ 1368์–ต๋‹ฌ๋Ÿฌ(์•ฝ 180์กฐ7264์–ต์›)๋กœ ์—ฐํ‰๊ท  76.9% ์„ฑ์žฅํ•  ์ „๋ง
Link: https://bit.ly/3BjYkKp

โ— Yageo, Thinking see sensor components new growth driver
- Passive component suppliers Yageo and Thinking Electronic Industrial have put a growing focus on their sensor products, such as temperature sensors, industrial and other niche-market sensors.

โ— Smartphone IC demand unlikely to pick up until after 1H23
- ์ตœ๊ทผ ์ข…๋ฃŒ๋œ ์‡ผํ•‘ ์—ฐํœด ๊ธฐ๊ฐ„ ๋™์•ˆ ์ค‘๊ตญ ๋ธŒ๋žœ๋“œ์˜ ์Šค๋งˆํŠธํฐ ํŒ๋งค๋Ÿ‰์ด ์˜ˆ์ƒ๋ณด๋‹ค ๋‚ฎ์•„ ์ค‘๊ตญ์˜ ์Šค๋งˆํŠธํฐ IC์— ๋Œ€ํ•œ ์ˆ˜์š”๊ฐ€ 2023๋…„ ์ค‘๋ฐ˜๊นŒ์ง€ ํšŒ๋ณต๋˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์„ ๊ฒƒ์ด๋ผ ์ „๋ง
- ๋Œ€๋งŒ์˜ IC ๊ณต๊ธ‰์—…์ฒด๋Š” ์ค‘๊ตญ์˜ ์Šค๋งˆํŠธํฐ ํŒ๋งค๊ฐ€ 3๋ถ„๊ธฐ ์ดํ›„ ๋ถ€์ง„ํ–ˆ์œผ๋ฉฐ ์˜ˆ์ƒ๋ณด๋‹ค ๋‚ฎ์€ ์—ฐํœด๊ธฐ๊ฐ„ ํŒ๋งค๋กœ ์ธํ•ด ์žฌ๊ณ  ์†Œํ™” ํ”„๋กœ์„ธ์Šค๊ฐ€ ๋А๋ ค์งˆ ๊ฒƒ์ด๋ผ๊ณ  ์–ธ๊ธ‰
Link: https://bit.ly/3iOQZfv
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 12์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— EU โ€˜USB-Cโ€™ ํ†ตํ•ฉ, 2024๋…„ 12์›” 28์ผ ํ™•์ •โ€ฆ ์• ํ”Œ ์„ ํƒ์€?
- ์œ ๋Ÿฝ์—ฐํ•ฉ ์ง‘ํ–‰์œ„์›ํšŒ(EC)๋Š” ์ตœ๊ทผ ํ™ˆํŽ˜์ด์ง€๋ฅผ ํ†ตํ•ด USB-C ์ ์šฉ ์‹œ๊ธฐ๋ฅผ 2024๋…„ 12์›” 28์ผ๋กœ ํ™•์ •ํ–ˆ๋‹ค๊ณ  ๊ณต์ง€
- ์œ ์ผํ•˜๊ฒŒ ๋…์ž์ ์ธ ๊ทœ๊ฒฉ์„ ์‚ฌ์šฉํ•˜๋Š” ์• ํ”Œ์€ ๋น ๋ฅด๋ฉด ๋‚ด๋…„๋ถ€ํ„ฐ USB-C๋ฅผ ํƒ‘์žฌํ•œ ์•„์ดํฐ์„ ์‹œ์žฅ์— ๋‚ด๋†“๋Š”๋‹ค๋Š” ๊ด€์ธก์ด ์ œ๊ธฐ
Link: https://bit.ly/3iUMLCJ

โ— ์• ํ”Œ, ์—๋ฆญ์Šจ์— โ€˜๋ฐฑ๊ธฐํˆฌํ•ญโ€™โ€ฆ์–‘์‚ฌ, ์†Œ์†ก ์ค‘๋‹จ โ€˜ํฌ๋กœ์Šค ๋ผ์ด์„ ์Šคโ€™ ์ฒด๊ฒฐ
- ์• ํ”Œ์ด ์—๋ฆญ์Šจ๊ณผ ์†Œ์†ก์„ ํ•ฉ์˜๋กœ ๋๋ƒ„. ์–‘์‚ฌ๋Š” ๊ตฌ์ฒด์  ๋‚ด์šฉ์€ ๋น„๊ณต๊ฐœํ–ˆ์œผ๋‚˜ ์• ํ”Œ์ด ์—๋ฆญ์Šจ์— ํ†ต์‹  ํŠนํ—ˆ ๋ผ์ด์„ ์Šค ์‚ฌ์šฉ๋ฃŒ๋ฅผ ๋‚ด๋Š” ๊ตฌ์กฐ๋กœ ์—ฌ๊ฒจ์ง
- ํ•œํŽธ ์• ํ”Œ์ด ํ†ต์‹  ํŠนํ—ˆ ๋ฌธ์ œ๋กœ ์†Œ์†ก์„ ๋‚ด ๊ผฌ๋ฆฌ๋ฅผ ๋‚ด๋ฆฐ ๊ฒƒ์€ ํ€„์ปด์— ์ด์–ด ์ด๋ฒˆ์ด 2๋ฒˆ์งธ
Link: https://bit.ly/3HoDn4z

โ— "์˜ˆ์ƒ ๊ฐ€๊ฒฉ 235๋งŒ์›"โ€ฆ'๊ฐคZํด๋“œ' ์™ ๋‹ฎ์€ ํด๋”๋ธ”ํฐ์˜ ์ •์ฒด
- ๊ตฌ๊ธ€์€ ๋‚ด๋…„ 5์›” ์—ด๋ฆฌ๋Š” ์—ฐ๋ก€ ๊ฐœ๋ฐœ์ž ํ–‰์‚ฌ '๊ตฌ๊ธ€ I/O(์ธํ’‹/์•„์›ƒํ’‹)'์—์„œ ํ”ฝ์…€ ํด๋“œ๋ฅผ ๊ณต๊ฐœํ•  ์ „๋ง
- ํ”ฝ์…€ํด๋“œ๋Š” ํ™”๋ฉด์„ ํŽผ์ณค์„ ๋•Œ ํฌ๊ธฐ๋Š” 158.7 x 139.7 x 5.7mm๋กœ, ๊ฐค๋Ÿญ์‹œZํด๋“œ4(155.1 x 130.1 x 6.3mm)์™€ ๋น„์Šทํ•œ ์ˆ˜์ค€
Link: https://bit.ly/3W7XlEZ

โ— ๋›ฐ๋Š” ์‚ผ์„ฑ ์œ„, ํ›จํ›จ ๋‚˜๋Š” TSMC... 11์›” ๋งค์ถœ 50% ํญ์ฆ
- TSMC๋Š” 11์›” ๋งค์ถœ์ด ์ „๋…„ ๋Œ€๋น„ 50.2% ์ฆ๊ฐ€ํ•œ 72์–ต7,000๋งŒ ๋‹ฌ๋Ÿฌ(์•ฝ 9์กฐ4,940์–ต ์›)๋ฅผ ๊ธฐ๋ก
- SMC๋Š” ์•„์ดํฐ ๋“ฑ ์• ํ”Œ ์ œํ’ˆ์— ๋“ค์–ด๊ฐ€๋Š” ์นฉ์„ ๋…์  ์ƒ์‚ฐํ•˜๋Š” ์—…์ฒด๋กœ, ์• ํ”Œ์ด 9์›”๋ถ€ํ„ฐ ์‹ ์ œํ’ˆ ์•„์ดํฐ14 ์‹œ๋ฆฌ์ฆˆ ํŒ๋งค์— ๋Œ์ž…ํ•˜๋ฉด์„œ TSMC์˜ ๋งค์ถœ๋„ ๋ฉ๋‹ฌ์•„ ์ฆ๊ฐ€
Link: https://bit.ly/3hkcfJC
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 13์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ์‚ผ์„ฑ ์Šค๋งˆํŠธํฐ ๋‚ด๋…„ OIS ๊ณต๊ธ‰ ์‚ผ์„ฑ์ „๊ธฐ 1์œ„
- ์‚ผ์„ฑ์ „์ž๋Š” ๋‚ด๋…„ 1์–ต8200๋งŒ๋Œ€ OIS ๋ถ€ํ’ˆ์„ ์ฃผ๋ฌธํ•  ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋จ
- ์‚ผ์„ฑ์ „๊ธฐ๋Š” ๋‚ด๋…„ 7700๋งŒ๋Œ€ ์ด์ƒ OIS๋ฅผ ์‚ผ์„ฑ์ „์ž์— ๊ณต๊ธ‰ํ•  ๊ณ„ํš
Link: https://bit.ly/3PhAsg5

โ— "์‚ผ์„ฑD ์Šค๋งˆํŠธํฐ์šฉ ๋ฆฌ์ง€๋“œ OLED ์ถœํ•˜ ๊ธ‰๊ฐ"
- ์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด์˜ ์Šค๋งˆํŠธํฐ์šฉ ๋ฆฌ์ง€๋“œ OLED ์ถœํ•˜๋Ÿ‰์€ ์˜ฌํ•ด๋ถ€ํ„ฐ ์—ฐ ํ‰๊ท  20.8% ์ค„์–ด 2027๋…„์—๋Š” 5์ฒœ๋งŒ๋Œ€์— ๊ทธ์น  ๊ฒƒ์œผ๋กœ ์ „๋ง
- ๋ฐ˜๋ฉด ์Šค๋งˆํŠธํฐ์šฉ ๊ตฌ๋ถ€๋Ÿฌ์ง€๋Š”(flexibleยทํ”Œ๋ ‰์„œ๋ธ”) OLED ์ถœํ•˜๋Ÿ‰์€ ์˜ฌํ•ด๋ถ€ํ„ฐ 2027๋…„๊นŒ์ง€ ์—ฐ ํ‰๊ท  7.4% ์„ฑ์žฅํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€
Link: https://bit.ly/3YdBKg9

โ— ํ™”์›จ์ด, ํŠนํ—ˆ ์ˆ˜์ตํ™” โ€˜๋‚˜๋น„ํšจ๊ณผโ€™โ€ฆ็พŽ, ไธญ ์Šค๋งˆํŠธํฐ ์ œ์žฌ ํ™•๋Œ€์„ค โ€˜์†”์†”โ€™
- ํ™”์›จ์ด๋Š” ์˜คํฌ์™€ ํ†ต์‹  ํŠนํ—ˆ ํฌ๋กœ์Šค ๋ผ์ด์„ ์Šค๋ฅผ ์ฒด๊ฒฐ
- ์˜คํฌ๋ฟ ์•„๋‹ˆ๋ผ โ–ฒ๋น„๋ณด โ–ฒ๋ฆฌ์–ผ๋ฏธ โ–ฒ์›ํ”Œ๋Ÿฌ์Šค๋„ ํ™”์›จ์ด ํŠนํ—ˆ ์‚ฌ์ •๊ถŒ. ์ด๋“ค์˜ ์ž‘๋…„ ํŒ๋งค๋Ÿ‰๊ณผ ํ™”์›จ์ด ์ œ์‹œ์•ก์„ ๋‹จ์ˆœ ๊ณ„์‚ฐํ•˜๋ฉด ํ™”์›จ์ด๊ฐ€ ๋ฐ›๋Š” ์•ก์ˆ˜๋Š” 1์กฐ์› ์ด์ƒ
Link: https://bit.ly/3UPjFC8

โ— 3๋…„ ๋’ค ไธญ ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ๋Ÿ‰ ์ˆ˜์š”์˜ 3๋ฐฐโ€ฆ ์ „๊ธฐ์ฐจ ์น˜ํ‚จ๊ฒŒ์ž„ ๆˆฐ้›ฒ
- ์‚ฌ์šฐ์Šค์ฐจ์ด๋‚˜๋ชจ๋‹ํฌ์ŠคํŠธ ๋“ฑ ์™ธ์‹ ์— ๋”ฐ๋ฅด๋ฉด ์ค‘๊ตญ์˜ ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ๋Šฅ๋ ฅ์€ ์˜ฌํ•ด 500GWh์—์„œ 2025๋…„ 3000GWh๋กœ 6๋ฐฐ ์ฆ๊ฐ€
- 2025๋…„ ์ค‘๊ตญ ๋‚ด์ˆ˜์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์ˆ˜์š”๋Š” 1000GWh์ธ๋ฐ ์ˆ˜์š” ๋Œ€๋น„ ์„ธ ๋ฐฐ ์ด์ƒ ๋ฐฐํ„ฐ๋ฆฌ๊ฐ€ ์ƒ์‚ฐ๋˜๋Š” ๊ฒƒ
Link: https://bit.ly/3PhKy0z
[ํ•œํˆฌ์ฆ๊ถŒ ํ…ŒํฌํŒ€] 11์›” ๋Œ€๋งŒ ๊ธฐ์—… ์‹ค์ : ์žฌ๊ณ ์กฐ์ •์˜ ๊ณ„์ ˆ

โ— ์•„์ง์€ ์žฌ๊ณ ์กฐ์ •์— ๋” ๋ฌด๊ฒŒ, ํ–ฅํ›„ ๊ด€์ „ ํฌ์ธํŠธ๋Š” ์Šค๋งˆํŠธํฐ ๋ถ€ํ’ˆ
- ๋Œ€๋งŒ ์ฃผ์š” IT H/W ํšŒ์‚ฌ๋“ค์€ ์žฌ๊ณ ์กฐ์ •์— ํ•œ์ฐฝ
- ์šฐ๋ฆฌ์˜ 23๋…„ IT H/W ํ‚ค์›Œ๋“œ๋Š” ์ค‘๊ตญ์„ ์ค‘์‹ฌ์œผ๋กœ ํ•œ ์„ธํŠธ ์—…ํ™ฉ ๋ฐ˜๋“ฑ
- 1Q23๋ถ€ํ„ฐ ๊ธฐ์ €ํšจ๊ณผ+์ค‘๊ตญ์˜ ์œ„๋“œ์ฝ”๋กœ๋‚˜ ์ •์ฑ…๊ณผ ํ•จ๊ป˜ ์Šค๋งˆํŠธํฐ์„ ํ•„๋‘๋กœ ์„ธํŠธ ์ถœํ•˜๋Ÿ‰๋„ ์ ์ง„์ ์œผ๋กœ ๋ฐ˜๋“ฑํ•  ๊ฒƒ

โ— ๋ฐ˜๋„์ฒด: TSMC, ์šด๋ช…์˜ ๋ฐ์Šคํ‹ฐ๋‹ˆ
- ํŒŒ์šด๋“œ๋ฆฌ ์‹ค์ ์€ TSMC ํ™€๋กœ ์„ฑ์žฅ์„ธ. TSMC์˜ 11์›” ๋งค์ถœ์€ 2,227์–ต๋Œ€๋งŒ๋‹ฌ๋Ÿฌ๋กœ ์ „๋…„๋™์›”๋Œ€๋น„ 50.2% ์„ฑ์žฅํ•˜๋ฉฐ ๊ฑด์žฌํ•จ์„ ๊ณผ์‹œ
- ๋Œ€๋งŒ ํŒŒ์šด๋“œ๋ฆฌ ์—…์ฒด์ธ UMC์™€ ๋ฑ…๊ฐ€๋“œ์˜ ์‹ค์ ์€ ์ด๋ฏธ ํŒŒ์šด๋“œ๋ฆฌ ์‹ค์  ๋ถ€์ง„์„ ๋ฐ˜์˜ํ•˜๊ธฐ ์‹œ์ž‘
- ํŒฌ๋ฐ๋ฏน ๊ธฐ๊ฐ„ ์ค‘ ํ˜ธํ™ฉ์„ ๋ˆ„๋ ธ๋˜ ํŒŒ์šด๋“œ๋ฆฌ์˜ ์‹ค์  Peak-out์€ ๋ถˆ๊ฐ€ํ”ผํ•ด ๋ณด์ž„
- ์„œ๋ฒ„ ODM Wiwynn์˜ 11์›” ์‹ค์ ์€ ์ „์›”๋Œ€๋น„ 42.6%, ์ „๋…„๋™์›”๋Œ€๋น„ 62.8% ์ฆ๊ฐ€ํ•˜๋ฉฐ ์„ฑ์žฅ์„ธ

โ— ๋ฐ˜๋„์ฒด ํ›„๊ณต์ •(ํ…Œ์ŠคํŠธ): ์„œ๋ฒ„ํ–ฅ ๋งค์ถœ์€ ์—ฌ์ „ํžˆ ๊ฒฌ์กฐ
- ํ…Œ์ŠคํŠธ ์†Œ์ผ“์—…์ฒด Winway์˜ 11์›” ๋งค์ถœ์•ก์€ ์ „๋…„๋Œ€๋น„ 96.7%, 17.6% ์ฆ๊ฐ€
- Mediatek AP ์žฌ๊ณ ์กฐ์ • ์˜ํ–ฅ์—๋„ ์„œ๋ฒ„ CPU ์ˆ˜์š” ํ˜ธ์กฐ๊ฐ€ ๋งค์ถœ ์„ฑ์žฅ์„ ๊ฒฌ์ธ
- ํ”„๋กœ๋ธŒ์นด๋“œ ์—…์ฒด๋“ค์ธ MPI์™€ CHPT์˜ 11์›” ํ•ฉ์‚ฐ ๋งค์ถœ์•ก์€ ์ „๋…„๋Œ€๋น„ 1.9%, ์ „์›”๋Œ€๋น„ 4.5% ๊ฐ์†Œ
- AP์šฉ ํ”„๋กœ๋ธŒ์นด๋“œ ์ˆ˜์š”๋Š” ๋น ๋ฅด๋ฉด ๋‚ด๋…„ 1๋ถ„๊ธฐ๋ถ€ํ„ฐ ํšŒ๋ณต๋  ๊ฒƒ์ด๊ธฐ ๋•Œ๋ฌธ์— ๋‚ด๋…„ 1๋ถ„๊ธฐ ์ค‘์— ์ „๋…„๋Œ€๋น„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์„ธ๋กœ ์ „ํ™˜๋  ๊ฒƒ

โ— ์ „๊ธฐ์ „์ž/์Šค๋งˆํŠธํฐ: MLCC, ๊ธฐํŒ์€ ๋ถ€์ง„ํ•œ ์„ธํŠธ ์ˆ˜์š” ๋ฐ˜์˜ ์ค‘
- ํญ์Šค์ฝ˜์˜ 11์›” ๋งค์ถœ์•ก ์ „๋…„๋Œ€๋น„ 11.4%, ์ „์›”๋Œ€๋น„ 29% ๊ฐ์†Œ. ์ •์ €์šฐ ๋ด‰์‡„๋กœ ์•„์ดํฐ ์ƒ์‚ฐ์ฐจ์งˆ์ด ๋ฐœ์ƒ
- ์ฃผ์š” MLCC ํšŒ์‚ฌ์ธ Yageo์™€ Walsin์˜ ํ•ฉ์‚ฐ ๋งค์ถœ์•ก์€ ์ „๋…„๋Œ€๋น„ 5.2% ์ฆ๊ฐ€
- ํŒจํ‚ค์ง• ๊ธฐํŒ ํšŒ์‚ฌ๋“ค์€ ๋ถ€์ง„ํ•œ ์„ธํŠธ ์—…ํ™ฉ์—๋„ ์•ˆ์ •์ ์ธ ๋งค์ถœ์•ก์„ ๊ธฐ๋ก ์ค‘
- Kinsus์˜ ๋งค์ถœ์•ก์€ ์ „๋…„๋Œ€๋น„ 14.1% ์ค„์—ˆ์ง€๋งŒ, Unimicron๊ณผ Nanya PCB๋Š” ๊ฐ๊ฐ 23.2%, 25% ์ฆ๊ฐ€

โ— ๋””์Šคํ”Œ๋ ˆ์ด: ๊ณต๊ธ‰ ์กฐ์ ˆ vs. ์ˆ˜์š” ํšŒ๋ณต
- 11์›” ๋Œ€๋งŒ AUO, Innolux์˜ ๋””์Šคํ”Œ๋ ˆ์ดํŒจ๋„ ํ•ฉ์‚ฐ ๋งค์ถœ์•ก์€ 337์–ต๋Œ€๋งŒ๋‹ฌ๋Ÿฌ๋กœ ์ „์›”๋Œ€๋น„ 2.6% ์ฆ๊ฐ€, ์ „๋…„๋™์›”๋Œ€๋น„ 41.4% ๊ฐ์†Œ
- ๋ถ€ํ’ˆ ์—…์ฒด๋“ค์˜ ๋งค์ถœ์•ก๋„ ์˜ฌํ•ด 3๋ถ„๊ธฐ๋Œ€๋น„ ํšŒ๋ณต์ด ๊ฐ์ง€๋˜๋Š” ์ค‘
- Driver IC ์—…์ฒด Novatek, ์Šค๋งˆํŠธํฐ TDDI ์—…์ฒด FocalTech์˜ ๋งค์ถœ์•ก์€ ์ „๋…„๋™์›”๋Œ€๋น„ ๊ฐ์†Œํญ์ด ์ถ•์†Œ ๋จ
- ์„ธํŠธ ์—…์ฒด์˜ ์ˆ˜์š” ํšŒ๋ณต ๋ถ„์œ„๊ธฐ๊ฐ€ ์ง€์†๋œ๋‹ค๋ฉด ๋ถ€ํ’ˆ ์—…์ฒด ๋งค์ถœ์•ก๋„ ์™„๋งŒํ•œ ๋ฐ˜๋“ฑ์„ธ๋ฅผ ์ง€์†ํ•ด ๋ฐ”๋‹ฅ์„ ํƒˆ์ถœํ•  ์ „๋ง


๋ฆฌํฌํŠธ: https://bit.ly/3Bx7tiO
์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ํ…”๋ ˆ๊ทธ๋žจ: https://bit.ly/2SEXAbh
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 14์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ์• ํ”Œ, ์ธ๋„์—์„œ ์•„์ดํฐ ์ƒ์‚ฐ๋Ÿ‰ 3๋ฐฐ ๋Š˜๋ฆฐ๋‹ค
- ์• ํ”Œ์ด ํญ์Šค์ฝ˜ยทํŽ˜๊ฐ€ํŠธ๋ก ยท์œ„์ŠคํŠธ๋ก  ๋“ฑ 3๊ฐœ ํ˜‘๋ ฅ์‚ฌ์— ์ธ๋„ ์ƒ์‚ฐ๋Šฅ๋ ฅ๊ณผ ์ธ๋ ฅ์„ ๋Š˜๋ฆฌ๋„๋ก ์ง€์‹œ
- ํ˜„์žฌ ์ธ๋„์—์„œ๋Š” ์ „์ฒด ์•„์ดํฐ์˜ 10%๊ฐ€ ์ƒ์‚ฐ๋˜๊ณ  ์žˆ์œผ๋‚˜ 5๋…„ ์•ˆ์— ์ธ๋„์—์„œ ์•„์ดํฐ์˜ 35%๊ฐ€ ์ƒ์‚ฐ๋  ๊ฒƒ
Link: https://bit.ly/3iO8MTM

โ— LG์—”์†”-GM, ็พŽ์„œ ํˆฌ์ž๊ธˆ 3์กฐ2600์–ต์› ์กฐ๋‹ฌ
- ์–ผํ‹ฐ์—„์…€์ฆˆ๋Š” ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE)๋กœ๋ถ€ํ„ฐ ์ •์ฑ…์ž๊ธˆ ์ฐจ์ž…๊ณ„์•ฝ์„ ์™„๋ฃŒํ–ˆ์œผ๋ฉฐ ๊ฐ€๋Šฅ ํ•œ๋„๋Š” 25์–ต๋‹ฌ๋Ÿฌ(์•ฝ 3์กฐ2600์–ต์›)
- ๋ฏธ๊ตญ ์˜คํ•˜์ด์˜ค, ํ…Œ๋„ค์‹œ, ๋ฏธ์‹œ๊ฐ„ ๋“ฑ์ด ์œ„์น˜ํ•œ 1ยท2ยท3๊ณต์žฅ ์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•๋Œ€์— ํˆฌ์ž๊ธˆ์„ ์‚ฌ์šฉํ•  ๊ณ„ํš
Link: https://bit.ly/3Bvl0XT

โ— "์• ํ”Œ, 2024๋…„ OLED ํƒ‘์žฌ ๋งฅ๋ถ ์—์–ดยท์•„์ดํŒจ๋“œ ํ”„๋กœ ์ถœ์‹œ"
- ์• ํ”Œ์ด 2024๋…„ OLED ๋””์Šคํ”Œ๋ ˆ์ด๋ฅผ ํƒ‘์žฌํ•œ 13์ธ์น˜ ๋งฅ๋ถ ์—์–ด, 11์ธ์น˜ 12.9์ธ์น˜ ์•„์ดํŒจ๋“œ ํ”„๋กœ ๋ชจ๋ธ์„ ์„ ๋ณด์ผ ๊ฒƒ
- ํ˜„์žฌ OLED ๋””์Šคํ”Œ๋ ˆ์ด๋ฅผ ํƒ‘์žฌํ•œ ๋งฅ๋ถ, ์•„์ดํŒจ๋“œ ์ œํ’ˆ์€ ์—†์Œ
Link: https://bit.ly/3YgtM62

โ— EU, ๋‚ด๋…„ 3์›” 8K TV ๊ทœ์ œ ์›์•ˆ๋Œ€๋กœ ์‹œํ–‰โ€ฆTV์—…๊ณ„ โ€˜ํ•œ์ˆจโ€™
- ์œ ๋Ÿฝ์—ฐํ•ฉ(EU)์ด 2023๋…„ 3์›” ์ดˆ๊ณ ํ™”์งˆ(8K)TV ์—๋„ˆ์ง€ ์†Œ๋ชจ๋Ÿ‰ ๊ทœ์ œ๋ฅผ ์›์•ˆ๋Œ€๋กœ ์‹œํ–‰ํ‚ค๋กœ ํ•จ. ํ˜„์žฌ ์ถœ์‹œํ•œ 8K TV๋Š” ๋ชจ๋‘ ๊ธฐ์ค€์น˜๋ฅผ ์ดˆ๊ณผ
- EU 8K TV๋ฅผ ์ฃผ๋„ํ•˜๊ณ  ์žˆ๋Š” ์‚ผ์„ฑ์ „์ž์™€ LG์ „์ž ํƒ€๊ฒฉ์ด ๋ถˆ๊ฐ€ํ”ผ
Link: https://bit.ly/3hjas7E

โ— ABF substrate suppliers to see continued growth in 2023
- The year 2023 will be another growth year for Taiwan-based ABF substrate suppliers Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology, as new-generation server processors will be stimulating demand, according to market sources.
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 15์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ์‚ผ์„ฑSDI, ็พŽ ํ•ฉ์ž‘๊ณต์žฅ '๊ณต์‚ฌ ๋Œ์ž…'โ€ฆK๋ฐฐํ„ฐ๋ฆฌยท์™„์„ฑ์ฐจ ํ˜‘๋ ฅ ๋ณธ๊ฒฉํ™”
- ์‚ผ์„ฑSDI์™€ ์Šคํ…”๋ž€ํ‹ฐ์Šค๊ฐ€ ๋ฏธ๊ตญ ์ธ๋””์• ๋‚˜์ฃผ ์ฝ”์ฝ”๋ชจ์‹œ์— ๊ตฌ์ถ•ํ•˜๋Š” ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ๊ณต์žฅ์ด ๊ธฐ์ดˆ๊ณต์‚ฌ์— ๋Œ์ž…
- ํ•ด๋‹น ๊ณต์žฅ์€ 23๊ธฐ๊ฐ€์™€ํŠธ์‹œ(GWh) ๊ทœ๋ชจ๋กœ ์กฐ์„ฑ๋˜๋ฉฐ 3์กฐ3000์–ต์›์ด ํˆฌ์ž…๋จ. ์˜ค๋Š” 2025๋…„ 1๋ถ„๊ธฐ ๊ฐ€๋™ ์˜ˆ์ •
Link: https://bit.ly/3WfMPLP

โ— ์‹œ๋™๊ฑฐ๋Š” ๊ฐคS23โ€ฆ"็พŽยทไธญ ์ „ํŒŒ๋‹น๊ตญ ์ธ์ฆ ์™„๋ฃŒ"
- IT ์™ธ์‹  ๋งค์ฒด๋Š” ์Šค๋งˆํŠธํ”„๋ผ์ด์Šค๋ฅผ ์ธ์šฉํ•ด ๋‚ด๋…„ ์‚ผ์„ฑ์ „์ž์˜ ํ”Œ๋ž˜๊ทธ์‹ญ(์ตœ์ƒ์œ„๊ธฐ์ข…) ๋ผ์ธ์—… ๊ฐค๋Ÿญ์‹œS23 ์‹œ๋ฆฌ์ฆˆ๊ฐ€ ๋ฏธ๊ตญ ์—ฐ๋ฐฉํ†ต์‹ ์œ„์›ํšŒ(FCC) ์ธ์ฆ์„ ๊ฑฐ์ณค๋‹ค๊ณ  ๋ณด๋„
- TENAA ์ธ์ฆ ์ •๋ณด์— ๋”ฐ๋ฅด๋ฉด 1์–ต800๋งŒํ™”์†Œ๋กœ ์ „์ž‘๊ณผ ๊ฐ™์€ ํ™”์†Œ๋ฅผ ์ง€์›ํ•˜๋Š” ๊ฒƒ์œผ๋กœ ์ „ํ•ด์ง
Link: https://bit.ly/3UVebpB

โ— RFHIC, '์˜คํ”ˆ๋žœ' ์‹œ์žฅ ์ง„์ถœ ๊ฐ€์†ํ™”โ€ฆํ•œยท์˜ ๊ณต๋™ R&D ์ปจ์†Œ์‹œ์—„ ์ฐธ์—ฌ
- RFHIC๋Š” ํ•œ๊ตญยท์˜๊ตญ์ด ์ง„ํ–‰ํ•˜๋Š” 5G ์˜คํ”ˆ๋žœ ๊ณต๋™์—ฐ๊ตฌ๊ฐœ๋ฐœ(R&D) ํ”„๋กœ๊ทธ๋žจ์— ํ˜‘๋ ฅ์‚ฌ๋กœ ์ฐธ์—ฌ
- ํ˜„์žฌ ์˜๊ตญ์€ ์˜ค๋Š” 2030๋…„๊นŒ์ง€ ์ „์ฒด ๋ชจ๋ฐ”์ผ ๋„คํŠธ์›Œํฌ ํŠธ๋ž˜ํ”ฝ์—์„œ ์˜คํ”ˆ๋žœ์ด ์ฐจ์ง€ํ•˜๋Š” ๋น„์ค‘์„ 35%๊นŒ์ง€ ๋Š˜๋ฆฌ๋Š” ๊ฒƒ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ ์žˆ์Œ
Link: https://bit.ly/3WkW7X7

โ— "์ˆ˜์š” ๋š๋š ์–ด์ฉŒ๋‚˜"โ€ฆ์‚ผ์„ฑยท์• ํ”Œ, ์Šค๋งˆํŠธํฐๅƒน ์ธ์ƒ '๊ณ ์‹ฌ'
- ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์‚ผ์„ฑ์ „์ž์™€ ์• ํ”Œ์€ ๋‚ด๋…„ ์Šค๋งˆํŠธํฐ ์‹ ์ œํ’ˆ ๊ฐ€๊ฒฉ์„ ์ธ์ƒํ•  ๊ฒƒ์œผ๋กœ ๋ณด์ž„
- ์œ ๋ช… IT ํŒ์Šคํ„ฐ๋Š” ์•„์ดํฐ15 ์šธํŠธ๋ผ(ํ”„๋กœ ๋งฅ์Šค) ๊ฐ€๊ฒฉ์ด 1์ฒœ199~1์ฒœ299๋‹ฌ๋Ÿฌ(์•ฝ 155๋งŒ~168๋งŒ์›)๋กœ ์ „์ž‘ ๋Œ€๋น„ 100~200๋‹ฌ๋Ÿฌ(์•ฝ 13๋งŒ~26๋งŒ์›) ์ธ์ƒ๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ
Link: https://bit.ly/3hvDiS5
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 16์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— "็พŽ IRA ์ˆ˜ํ˜œ 'K-๋ฐฐํ„ฐ๋ฆฌ' 3์‚ฌ 19์กฐ ์„ธ์ œ ํ˜œํƒ ์ „๋ง"
- ๋ฏธ๊ตญ์˜ ์ธํ”Œ๋ ˆ์ด์…˜ ๊ฐ์ถ•๋ฒ•(IRA) ๋ฐœํšจ๋กœ ๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ ์—…๊ณ„๊ฐ€ ํ˜„์ง€ ์‹œ์žฅ์—์„œ 19์กฐ์› ์ƒ๋‹น์˜ ์ˆ˜ํ˜œ๋ฅผ ๋ฐ›์„ ๊ฒƒ์ด๋ผ๋Š” ์ „๋ง
- ์‚ฐ์—…ํ†ต์ƒ์ž์›๋ถ€๋Š” 15์ผ ๋Œ€ํ•œ์ƒ๊ณตํšŒ์˜์†Œ์—์„œ ๋ฐฐํ„ฐ๋ฆฌ ์–ผ๋ผ์ด์–ธ์Šค(์‚ฐ์—…๊ฒฝ์Ÿ๋ ฅ ๋ถ„๊ณผ) ํšŒ์˜๋ฅผ ๊ฐœ์ตœํ•˜๊ณ  ์ด๊ฐ™์ด ๋ฐํž˜
Link: https://bit.ly/3FvV2VA

โ— "์• ํ”Œ์ฒ˜๋Ÿผ ๊ฐค๋Ÿญ์‹œ ์ „์šฉ ์นฉ?"...์‚ผ์„ฑ์ „์ž, ๋ชจ๋ฐ”์ผ AP ๊ฐœ๋ฐœํŒ€ ์‹ ์„ค
- ์‚ผ์„ฑ์ „์ž๋Š” ์ตœ๊ทผ ์กฐ์ง๊ฐœํŽธ์„ ํ†ตํ•ด MX(๋ชจ๋ฐ”์ผ๊ฒฝํ—˜)์‚ฌ์—…๋ถ€ ๋‚ด 'AP์†”๋ฃจ์…˜๊ฐœ๋ฐœํŒ€'์„ ์‹ ์„ค
- ์ด๋ฒˆ AP์†”๋ฃจ์…˜๊ฐœ๋ฐœํŒ€ ์‹ ์„ค์€ ๊ฐค๋Ÿญ์‹œ ์ „์šฉ AP๋ฅผ ๊ฐœ๋ฐœํ•ด ๋”์ด์ƒ ํ’ˆ์งˆ ๋…ผ๋ž€์„ ๋งŒ๋“ค์ง€ ์•Š๊ฒ ๋‹ค๋Š” ์‚ผ์„ฑ์ „์ž์˜ ์˜์ง€๋กœ ํ•ด์„
Link: https://bit.ly/3YsVWKW

โ— ๋™๋‚จ์•„ ์Šค๋งˆํŠธํฐ ์‹œ์žฅ๋„ 'ํ”„๋ฆฌ๋ฏธ์—„'์ด ๋Œ€์„ธโ€ฆ์• ํ”Œ๋งŒ '์Šน์Šน์žฅ๊ตฌ'
- ์ธ๋„๋„ค์‹œ์•„, ํƒœ๊ตญ, ํ•„๋ฆฌํ•€, ๋ฒ ํŠธ๋‚จ ๋“ฑ ์ฃผ์š” ๋™๋‚จ์•„ ์‹œ์žฅ์˜ 3๋ถ„๊ธฐ ํ”„๋ฆฌ๋ฏธ์—„ ์Šค๋งˆํŠธํฐ(400๋‹ฌ๋Ÿฌ ์ด์ƒ) ์ถœํ•˜๋Ÿ‰์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 29% ์ฆ๊ฐ€
- 5G ์Šค๋งˆํŠธํฐ ์ˆ˜์š”๋Š” ์ธ๋„๋„ค์‹œ์•„, ๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์—์„œ๋Š” ๋‘”ํ™”๋œ ๋ฐ˜๋ฉด ๋น„๊ต์  ๋„คํŠธ์›Œํฌ ํ™˜๊ฒฝ์ด ์–‘ํ˜ธํ•œ ํƒœ๊ตญ๊ณผ ํ•„๋ฆฌํ•€์—์„œ๋Š” ๋น ๋ฅธ ์„ฑ์žฅ ๋‚˜ํƒ€๋‚จ
Link: https://bit.ly/3HF6yke

โ— EU, ์• ํ”Œ ์•ฑ์Šคํ† ์–ด ๋…์  ๊ทœ์ œ ๋„์ž…โ€ฆ์• ํ”Œ ์‹ค์  ์˜ํ–ฅ์€?
- ๋ฏธ๊ตญ ์• ํ”Œ์ธ์‚ฌ์ด๋”์— ๋”ฐ๋ฅด๋ฉด EU์˜ ์• ํ”Œ ์•„์ด์˜ค์—์Šค(iOS)์šฉ ์•ฑ ์„ค์น˜ ์ œํ•œ ๊ทœ์ œ๋Š” ์• ํ”Œ ์ „์ฒด ๋งค์ถœ์•ก์˜ ์ตœ๋Œ€ 2%์— ์•…์˜ํ–ฅ์„ ๋ฏธ์น  ๊ฒƒ์œผ๋กœ ์ „๋ง
- EU๋Š” 2023๋…„ 5์›” ๋””์ง€ํ„ธ์‹œ์žฅ๋ฒ•(DMA)์„ ์‹œํ–‰
Link: https://bit.ly/3G4F6v7

โ— "์ „์„ธ๊ณ„ PCB ์‹œ์žฅ ๋‚ด๋…„ 2๋ถ„๊ธฐ ๋ฐ˜๋“ฑ"
- ์ „์„ธ๊ณ„ PCB ์‹œ์žฅ ๋งค์ถœ์ด ์˜ฌ 3๋ถ„๊ธฐ 212์–ต๋‹ฌ๋Ÿฌ์—์„œ 4๋ถ„๊ธฐ 206์–ต๋‹ฌ๋Ÿฌ, ๋‚ด๋…„ 1๋ถ„๊ธฐ 181์–ต๋‹ฌ๋Ÿฌ๋กœ ์ง€์† ํ•˜๋ฝํ•œ ๋’ค ๋‚ด๋…„ 2๋ถ„๊ธฐ์— 191์–ต๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šนํ•  ๊ฒƒ์ด๋ผ๊ณ  ์ „๋ง
- ์˜ฌํ•ด ์ „์„ธ๊ณ„ PCB ์‹œ์žฅ ๋งค์ถœ์€ ์ „๋…„๋น„ 2.9% ์„ฑ์žฅํ•œ 833์–ต๋‹ฌ๋Ÿฌ(์•ฝ 108์กฐ์›)์— ๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ
Link: https://bit.ly/3HALb3v
๊ฐ€์ด๋“œ๋ถ(ํ•ด์„๋ณธ)์ด์ง€ ๋ณ€๊ฒฝ ๋‚ด์šฉ ์—†์Šต๋‹ˆ๋‹ค.
์ผ๋ถ€ ๊ฐœ์ •์ด ๋œ๋‹ค ํ•ด๋„ ํ•ด๋ฅผ ๋„˜๊ธธ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ๊ฐ€์ด๋“œ๋ถ์€ ๊ธฐ์กด ๋ฒ•์•ˆ์— ๋Œ€ํ•ด ๋ง ๊ทธ๋Œ€๋กœ ๊ฐ€์ด๋“œ๋ถ์ž…๋‹ˆ๋‹ค.
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 19์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ํญ์Šค์ฝ˜, ไธญ ๋ฐ˜๋„์ฒด ํˆฌ์ž ์ฒ ํšŒโ€ฆโ€˜ไธญ ๊ฑฐ๋ฆฌ๋‘๊ธฐโ€™ ๋ณธ๊ฒฉํ™”ํ•˜๋‚˜
- ํญ์Šค์ฝ˜์€ ์žํšŒ์‚ฌ๊ฐ€ ๋ณด์œ ํ•œ ์นญํ™”์œ ๋‹ˆ๊ทธ๋ฃน ์ง€๋ถ„์„ ๋ชจ๋‘ ๋งค๊ฐ. ์นญํ™”์œ ๋‹ˆ๊ทธ๋ฃน์€ ์ค‘๊ตญ ๋ฐ˜๋„์ฒด ์ž๋ฆฝ ์ƒ์ง• ์ค‘ ํ•˜๋‚˜
- ํญ์Šค์ฝ˜์€ โ€œ๋‹น์ดˆ ์˜ˆ์ •ํ•œ ์‹œ์ ์ด์—ˆ๋˜ ์—ฐ๋‚ด ํˆฌ์ž ๊ด€๋ จ ์ ˆ์ฐจ๊ฐ€ ๋งˆ๋ฌด๋ฆฌ๋˜์ง€ ์•Š์•„ ๊ฒฝ์˜ ๋ถˆํ™•์‹ค์„ฑ์„ ๋œ๊ธฐ ์œ„ํ•œ ๊ฒฐ์ •โ€์ด๋ผ๊ณ  ์„ค๋ช…
Link: https://bit.ly/3v1zues

โ— ์‚ผ์„ฑ ๊ฐค๋Ÿญ์‹œS23 ์ด๋ ‡๊ฒŒ ๋‚˜์˜จ๋‹คโ€ฆ์ถœ์‹œ ์•ž๋‘๊ณ  ๊ธฐ๋Œ€โ†‘
- ์ตœ๊ทผ ์ค‘๊ตญ ์ „ํŒŒ์ธ์ฆ๊ธฐ๊ด€์ธ ๊ณต์—…์ •๋ณดํ™”๋ถ€(TENAA)๋กœ๋ถ€ํ„ฐ ์ „ํŒŒ์ธ์ฆ๋ฐ›์Œ
- ์ธ์ฆ์„ ํ†ต๊ณผํ•œ ๊ฐค๋Ÿญ์‹œS23 ์šธํŠธ๋ผ ๋ชจ๋ธ๋ช…์€ SM-S9180์œผ๋กœ, ๊ฐ€๋กœ ๊ธธ์ด 78.1mm, ์„ธ๋กœ ๊ธธ์ด 163.4mm, ๋‘๊ป˜ 8.9mm, ๋ฌด๊ฒŒ 233g
Link: https://bit.ly/3HKJGzD

โ— LG์—”์†”, ๋ฐฐํ„ฐ๋ฆฌ ํด๋ ˆ์ž„ ๋ฐœ์ƒ์‹œ ํ˜‘๋ ฅ์‚ฌ์™€ ์‹œ์‹œ๋น„๋น„ ๊ฐ€๋ฆฐ๋‹ค
- ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด LG์—๋„ˆ์ง€์†”๋ฃจ์…˜์€ ์ตœ๊ทผ ํ˜‘๋ ฅ์‚ฌ์™€ ๊ตฌ๋งค๊ณ„์•ฝ์„œ ๋‚ด์šฉ ๊ตฌ์ฒดํ™”๋ฅผ ์ง„ํ–‰ํ•˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ง
- ํ˜‘๋ ฅ์‚ฌ๊ฐ€ ๊ณต๊ธ‰ํ•œ ์„ค๋น„โ€ง์žฅ๋น„๋กœ ์ธํ•ด ๋ฐฐํ„ฐ๋ฆฌ์— ๋ฌธ์ œ๊ฐ€ ๋ฐœ์ƒํ•˜๋ฉด ์ƒํ˜ธํ˜‘์˜๋ฅผ ๊ฑฐ์ณ ๋ฐฐ์ƒํ•˜๋Š” ๋ฐฉ์•ˆ์ด ๊ณจ์ž
Link: https://bit.ly/3v0tHG1

โ— Huawei Device to cooperate with CATL in EV business
- ์Šค๋งˆํŠธํฐ๊ณผ PC, ๋…ธํŠธ๋ถ, ํƒœ๋ธ”๋ฆฟ ๋“ฑ์„ ์ฃผ๋ ฅ์œผ๋กœ ํ•˜๋Š” ํ™”์›จ์ด ์žํšŒ์‚ฌ Huawei Device๊ฐ€ ์ค‘๊ตญ ์ตœ๋Œ€ ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์ธ CATL๊ณผ ์ „๊ธฐ์ฐจ(EV) ์‚ฌ์—… ํ˜‘๋ ฅ์„ ์œ„ํ•œ MOU๋ฅผ ์ฒด๊ฒฐ
- Huawei Device๋Š” 3๊ฐ€์ง€ ๋Œ€์•ˆ ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ EV ๊ณต๊ธ‰์—…์ฒด ๋˜๋Š” ์ž๋™์ฐจ ํšŒ์‚ฌ์™€์˜ ํ˜‘๋ ฅ์„ ํ†ตํ•ด EV ๊ฐœ๋ฐœ ๋ฐ ๋งˆ์ผ€ํŒ…์— ์ฐธ์—ฌ
Link: https://bit.ly/3W5GVgT
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 20์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— LG์—”์†”, ์˜ค์ฐฝ๊ณต์žฅ์— 4์กฐ์› ํˆฌ์ž
- LG์—๋„ˆ์ง€์†”๋ฃจ์…˜์€ ์ถฉ์ฒญ๋ถ๋„, ์ฒญ์ฃผ์‹œ์™€ 2026๋…„๊นŒ์ง€ ์˜ค์ฐฝ ์‚ฐ์—…๋‹จ์ง€์— ์ด 4์กฐ์› ๊ทœ๋ชจ ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์‹œ์„ค ์‹ ยท์ฆ์„ค ํˆฌ์ž๋ฅผ ์ง„ํ–‰ํ•˜๊ณ  1800๋ช…์„ ์‹ ๊ทœ ์ฑ„์šฉํ•˜๋Š” ํ˜‘์•ฝ์„ ์ฒด๊ฒฐ
- ์‹ ๊ทœ ์ƒ์‚ฐ๋ผ์ธ์€ ์›๊ฒฉ ์ง€์›, ์ œ์กฐ ์ง€๋Šฅํ™”, ๋ฌผ๋ฅ˜ ์ž๋™ํ™” ๋“ฑ ์Šค๋งˆํŠธ ํŒฉํ† ๋ฆฌ ๊ด€๋ จ ์‹œ์Šคํ…œ์„ ๋„์ž…ํ•ด ์ƒ์‚ฐ์„ฑ์„ ๊ทน๋Œ€ํ™”
Link: https://bit.ly/3FFtPj7

โ— 2023๋…„ ์Šค๋งˆํŠธํฐ โ€˜์นด๋ฉ”๋ผโ€™ ์ง„๊ฒ€์Šน๋ถ€ ํŽผ์ณ์ง„๋‹ค
- ํŒ€ ์ฟก ์• ํ”Œ ์ตœ๊ณ ๊ฒฝ์˜์ž(CEO)๋Š” ์ตœ๊ทผ ์ผ๋ณธ ๊ตฌ๋งˆ๋ชจํ† ์— ์žˆ๋Š” ์†Œ๋‹ˆ ์ด๋ฏธ์ง€์„ผ์„œ ๊ณต์žฅ์„ ๋ฐฉ๋ฌธํ•ด ํ˜‘๋ ฅ ๋ฐฉ์•ˆ์„ ๋…ผ์˜
- ์—…๊ณ„์—์„œ๋Š” ์•„์ดํฐ15์— ์†Œ๋‹ˆ๊ฐ€ ๊ฐœ๋ฐœํ•œ ์‹ ํ˜• ์„ผ์„œ๋ฅผ ํƒ‘์žฌํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง
Link: https://bit.ly/3WaJvSB

โ— ์• ํ”Œ, M2 ํƒ‘์žฌํ•œ ๋…๋ฆฝํ˜• ๋ชจ๋‹ˆํ„ฐ ๊ฐœ๋ฐœโ€ฆ๋งฅํ”„๋กœ ์ถœ์‹œ๋Š” ์ง€์—ฐ
- ์• ํ”Œ์ด ์ž์ฒด ์‹ค๋ฆฌ์ฝ˜์„ ํƒ‘์žฌํ•œ ๋‹ค์ˆ˜์˜ ๋…๋ฆฝํ˜• ๋ชจ๋‹ˆํ„ฐ ์ œํ’ˆ์„ ๊ฐœ๋ฐœํ•˜๊ณ  ์žˆ๋‹ค๋Š” ๊ด€์ธก์ด ์ œ๊ธฐ๋จ
- ์ƒˆ ๋…๋ฆฝํ˜• ๋ชจ๋‹ˆํ„ฐ ์ถœํ•˜๋Š” ์ƒˆ ๋งฅํ”„๋กœ ๋ฐ์Šคํฌํ†ฑ ์ถœ์‹œ ์ดํ›„๋กœ ๋ฏธ๋ค„์งˆ ๊ฒƒ์œผ๋กœ ์ „๋ง
Link: https://bit.ly/3PBAyz8

โ— ่ปŠ ์ „์žฅ๋ถ€ํ’ˆ ํ‚ค์šฐ๋Š” LG์ด๋…ธํ…, CES์„œ ํž˜ ์ค€๋‹ค
- LG์ด๋…ธํ…์€ ๋‚ด๋…„ ์ดˆ CES์—์„œ โ€˜๋ฏธ๋ž˜๋ฅผ ์—ฌ๋Š” ํ˜์‹ ์˜ ์‹œ์ž‘โ€™์ด๋ผ๋Š” ์ฃผ์ œ๋กœ ์ „๊ธฐ์ž๋™์ฐจยท์ž์œจ์ฃผํ–‰์ฐจ ์ „์žฅ ๋ถ€ํ’ˆ ์‹ ์ œํ’ˆ์„ ๋‚ด๋†“์Œ
- ์ฒจ๋‹จ์šด์ „์ž์ง€์›์ฒด๊ณ„(ADAS)์šฉ ์นด๋ฉ”๋ผ๋ชจ๋“ˆ, ์ฐจ๋Ÿ‰ ์‹ค๋‚ด์šฉ ์นด๋ฉ”๋ผ์™€ ๋ ˆ์ด๋”๋ชจ๋“ˆ, ์„ผ์„œ ํ“จ์ „ ์†”๋ฃจ์…˜, ๋ผ์ด๋‹ค(LiDAR), ์ฐจ๋Ÿ‰๊ณผ ์Šค๋งˆํŠธํฐ์„ ์—ฐ๊ฒฐํ•˜๋Š” 5์„ธ๋Œ€(5G)-์™€์ดํŒŒ์ด(WiFi) ์ฝค๋ณด ๋ชจ๋“ˆ ๋“ฑ์„ ์„ ๋ณด์ผ ๊ฒƒ
Link: https://bit.ly/3HKx77u
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 21์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ็พŽ, IRA ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์„ธ์•ก๊ณต์ œ ๋‚ด๋…„ 3์›” ์ ์šฉโ€ฆ์—ฐ๋‚ด ๊ธฐ์ค€ ๊ณต๊ฐœ
- ์ „๊ธฐ์ฐจ(EV) ๋ฐฐํ„ฐ๋ฆฌ ๊ด‘๋ฌผ๊ณผ ๋ถ€ํ’ˆ ๋น„์œจ์— ๋”ฐ๋ฅธ ์„ธ์•ก๊ณต์ œ ๊ทœ์ •์„ ๋‚ด๋…„ 3์›”๋ถ€ํ„ฐ ์ ์šฉํ‚ค๋กœ ํ•จ
- ํ•œํŽธ EV ์ œ์กฐ ๊ด€๋ จ ๋‚ด์šฉ์€ ์ด๋ฒˆ์—๋„ ๋‚˜์˜ค์ง€ ์•Š์Œ
Link: https://bit.ly/3WyAz9h

โ— "3% ์ ์œ  ์™ธ์‚ฐํฐ ๋‚ด๋…„ ์„ฑ์žฅ ์ œํ•œ์ "...๊ฐค๋Ÿญ์‹œA ๊ฐ•์„ธ ์ง€์†
- ๊ตญ๋‚ด ์Šค๋งˆํŠธํฐ ์‹œ์žฅ์—์„œ ์• ํ”Œ์„ ์ œ์™ธํ•œ ํ•ด์™ธ ๋ธŒ๋žœ๋“œ๋“ค์€ ์˜ฌ 2๋ถ„๊ธฐ 2๋…„ 1๊ฐœ์›” ๋งŒ์— ์ ์œ ์œจ 1%์—์„œ 2%๋กœ ์˜ฌ๋ผ์„ฐ๊ณ , ์˜ฌ 3๋ถ„๊ธฐ 3% ์ ์œ ์œจ์„ ๊ธฐ๋ก
- ์ด๋Š” ๊ตญ๋‚ด์— ์Šค๋งˆํŠธํฐ์ด ๋ณด๊ธ‰๋œ ์ดํ›„ ํ•ด์™ธ ๋ธŒ๋žœ๋“œ์˜ ์ฒซ 3%๋Œ€ ์ ์œ ์œจ์ด๋ผ๋Š” ์ ์—์„œ ์˜๋ฏธ๊ฐ€ ํผ
Link: https://bit.ly/3FOvnHY

โ— Foxconn enjoys capacity resumption after China eases COVID-19 restrictions
- ํญ์Šค์ฝ˜์˜ ์บํŒŒ๋Š” ์ค‘๊ตญ ์ •๋ถ€์˜ ์ฝ”๋กœ๋‚˜ 19 ๊ทœ์ œ ์™„ํ™” ์ดํ›„ ๋น ๋ฅด๊ฒŒ ํšŒ๋ณต. ๊ด€๊ณ„์ž์— ๋”ฐ๋ฅด๋ฉด ๊ณ ๊ฐ์—๊ฒŒ ์Šค๋งˆํŠธํฐ์„ ๋ฐฐ๋‹ฌํ•˜๋Š” ๋ฐ ๊ฑธ๋ฆฌ๋Š” ์‹œ๊ฐ„์€ ์žฅ์†Œ์— ๋”ฐ๋ผ 1~4์ฃผ์—์„œ 1~3์ฃผ๋กœ ๋‹จ์ถ•
- ์ค‘๊ตญ์—์„œ์˜ ๋ฐฐ์†ก ๊ธฐ๊ฐ„์€ 2-3์ฃผ๋กœ ์ค„์—ˆ๊ณ  ์ถ˜์ ˆ ์ˆ˜์š”๋ฅผ ์ถฉ์กฑ์‹œํ‚ฌ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€
Link: https://bit.ly/3WvzM9j

โ— ์• ํ”Œยท์‚ผ์„ฑ ๊บพ๊ฒ ๋‹ค๋”๋‹ˆโ€ฆ '๋Œ€๋ฅ™์˜ ์‹ค์ˆ˜' ์ƒค์˜ค๋ฏธ, ์ง์› 20% ์ž๋ฅธ๋‹ค
- ์ƒค์˜ค๋ฏธ๋Š” ํœด๋Œ€์ „ํ™” ์‚ฌ์—…๋ถ€์™€ ์ธํ„ฐ๋„ท ์‚ฌ์—…๋ถ€, ์ค‘๊ตญ ๋‚ด์™ธ์˜ ๊ฐ ๋ถ€์„œ ๋“ฑ ์ „ ๋ถ„์•ผ์— ๊ฑธ์ณ 6000๋ช…์„ ์ •๋ฆฌํ•ด๊ณ ํ•  ์˜ˆ์ •
- ์ƒค์˜ค๋ฏธ์˜ ์˜ฌํ•ด 1โˆผ3๋ถ„๊ธฐ ๋งค์ถœ๊ณผ ์ˆœ์ด์ต์€ ๊ฐ๊ฐ 2139์–ต9700๋งŒ์œ„์•ˆ, 70์–ต5700๋งŒ์œ„์•ˆ์œผ๋กœ ์ง€๋‚œํ•ด ๋™๊ธฐ ๋Œ€๋น„ ๊ฐ๊ฐ 11.8%, 59.8% ๊ฐ์†Œ
Link: https://bit.ly/3WsBsjO
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 22์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— ์‚ผ์„ฑ์ „์ž, ์• ํ”Œ ์–ด์ฉŒ๋‚˜..์œ ๋Ÿฝ, ์ด๋ฒˆ์—” ํƒˆ์ฐฉํ˜• ๋ฐฐํ„ฐ๋ฆฌ ์••๋ฐ•
- ์œ ๋Ÿฝ์—ฐํ•ฉ(EU)์ด ์นœํ™˜๊ฒฝ ์ •์ฑ… ์ผํ™˜์œผ๋กœ ๋ฐฐํ„ฐ๋ฆฌ ํƒˆ์ฐฉํ˜• ์Šค๋งˆํŠธํฐ ํŒ๋งค ์˜๋ฌดํ™”๋ฅผ ์žฌ์ถ”์ง„ ์ค‘
- ํ•ด๋‹น ๋ฒ•์•ˆ์ด ํ†ต๊ณผ๋˜๋ฉด ์Šค๋งˆํŠธํฐ ์ œ์กฐ์‚ฌ ์ž…์žฅ์—์„  ์ œํ’ˆ ๋””์ž์ธ์„ ๋ฐ”๊พธ๊ณ , ์ œ์กฐ๊ณต์ •๋„ ๋‹ค๊ฐํ™”ํ•ด์•ผ ํ•˜๋Š” ๋“ฑ ์ƒ์‚ฐ ๋น„์šฉ ์ฆ๊ฐ€ ๋ถˆ๊ฐ€ํ”ผ
Link: https://bit.ly/3G8IXXL

โ— ์†Œ๋‹ˆ ์ซ“๋Š” ์‚ผ์„ฑ้›ป ์ด๋ฏธ์ง€์„ผ์„œ, ๊ตฌ๊ธ€ 'ํ”ฝ์…€8'์— ํƒ‘์žฌ ์ „๋ง
- IT ์—…๊ณ„ ๋”ฐ๋ฅด๋ฉด ๊ตฌ๊ธ€์ด ๋‚ด๋…„ ํ•˜๋ฐ˜๊ธฐ ์ถœ์‹œ ์˜ˆ์ •์ธ ์ฐจ์„ธ๋Œ€ ์Šค๋งˆํŠธํฐ ํ”ฝ์…€8 ์‹œ๋ฆฌ์ฆˆ์— ์‚ผ์„ฑ์ „์ž์˜ ์ด๋ฏธ์ง€์„ผ์„œ '์•„์ด์†Œ์…€ GN2'์ด ํƒ‘์žฌ๋  ์˜ˆ์ •
- ์‚ผ์„ฑ์ „์ž๋Š” ๋‚ด๋…„ 2์›” ์ถœ์‹œ ์˜ˆ์ •์ธ ๊ฐค๋Ÿญ์‹œS23์— ์ฒ˜์Œ์œผ๋กœ 2์–ต๋งŒ ํ™”์†Œ ์นด๋ฉ”๋ผ๋ฅผ ํƒ‘์žฌํ•  ์ „๋ง
Link: https://bit.ly/3BO7Wgw

โ— ํญ์Šค์ฝ˜, ๋ด‰์‡„ ํ•ด์ œ ๋’ค์—๋„ ์ฝ”๋กœ๋‚˜19 ์ฆ์ƒ์ž ๊ทผ๋ฌด ๊ฐ•์š”
- ์•„์ดํฐ14 ํ”„๋กœ ์ƒ์‚ฐ ์ฐจ์งˆ์„ ๋นš์–ด์˜จ ํญ์Šค์ฝ˜์ด ์ฝ”๋กœ๋‚˜19 ์ฆ์ƒ์ด ์žˆ๋Š” ์ง์›์—๊ฒŒ ๊ทผ๋ฌด๋ฅผ ๊ฐ•์š”ํ•œ๋‹ค๊ณ  ๋ณด๋„
- ๋˜ํ•œ ํšŒ์‚ฌ๊ฐ€ ๊ฒฉ๋ฆฌ์กฐ์น˜๋กœ ์ธํ•œ ์ธ๋ ฅ ๋ถ€์กฑ์„ ํ”ผํ•˜๊ธฐ ์œ„ํ•ด ์ฝ”๋กœ๋‚˜19 ๊ฒ€์ง„๋„ ๊ธˆ์ง€ํ–ˆ๋‹ค๋Š” ์ฃผ์žฅ๋„ ์ œ๊ธฐ๋จ
Link: https://bit.ly/3ViVIDs

โ— ๊ณต๊ธ‰๋ง ๋‹ค๋ณ€ํ™” ์• ํ”Œ, ๋งฅ๋ถ ์ƒ์‚ฐ๋„ ํƒˆ์ค‘๊ตญ
- ์• ํ”Œ ์ตœ๋Œ€ ํ˜‘๋ ฅ์—…์ฒด ๋Œ€๋งŒ์˜ ํญ์Šค์ฝ˜์ด ์ด๋ฅด๋ฉด ๋‚ด๋…„ 5์›”๋ถ€ํ„ฐ ๋ฒ ํŠธ๋‚จ์—์„œ ๋งฅ๋ถ ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์ „ํ•จ
- ์• ํ”Œ์€ ์ง€๋‚œ 2๋…„ ๋™์•ˆ ์ผ๋ถ€ ๋ฌผ๋Ÿ‰์„ ๋ฒ ํŠธ๋‚จ์œผ๋กœ ์ด์ „ํ•˜๋Š” ๊ฒƒ์„ ์ค€๋น„ํ•ด ์˜ด. ํ˜„์žฌ ์ƒ์‚ฐ ๊ณต์žฅ์„ ์‹œํ—˜ ๊ฐ€๋™ ์ค‘
Link: https://bit.ly/3PHnCb8

โ— SK์˜จ, 2์กฐ8000์–ต์› ์œ ์ƒ์ฆ์žโ€ฆSK์ด๋…ธ๋ฒ ์ด์…˜ 2์กฐ์› ์ถœ์ž
- SK์ด๋…ธ๋ฒ ์ด์…˜์€ 21์ผ SK์˜จ์ด ์ด 2์กฐ8000์–ต์› ๊ทœ๋ชจ ์œ ์ƒ์ฆ์ž๋ฅผ ๊ฒฐ์˜ํ–ˆ๋‹ค๊ณ  ๊ณต์‹œ. SK์ด๋…ธ๋ฒ ์ด์…˜์ด 2์กฐ์›, ํ•œ๊ตญํˆฌ์žPE ๋“ฑ ์žฌ๋ฌด์  ํˆฌ์ž์ž(FI)๊ฐ€ 8000์–ต์›์„ SK์˜จ์— ์ถœ์ž
- ํฌ๋“œ, ํ˜„๋Œ€์ž๋™์ฐจ, ํญ์Šค๋ฐ”๊ฒ ๋“ฑ ๊ณ ๊ฐ์‚ฌ ๋ฌผ๋Ÿ‰ ์ˆ˜์ฃผ๋กœ ์‚ฌ์—…์„ ํ™•์žฅํ•˜๋Š” ์ƒํ™ฉ์—์„œ ์ฐจ์งˆ ์—†๋Š” ํˆฌ์ž๊ธˆ ํ™•๋ณด๋กœ ์„ฑ์žฅ์„ธ๋ฅผ ๋”ํ•˜๊ธฐ ์œ„ํ•จ
Link: https://bit.ly/3GcwK4g
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 23์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— LG์ด๋…ธํ…, CES์„œ ๊ณ ๋ฐฐ์œจ ๊ด‘ํ•™์‹ ์—ฐ์†์คŒ ๋ชจ๋“ˆ ๊ณต๊ฐœ
- LG์ด๋…ธํ…์€ ์Šค๋งˆํŠธํฐ์— ๋‹ฌ๋ฆฐ ๊ณ ๋ฐฐ์œจ ๊ด‘ํ•™์‹ ์—ฐ์†์คŒ ๋ชจ๋“ˆ๋กœ 4~9๋ฐฐ ๊ตฌ๊ฐ„์—์„œ ๊ด‘ํ•™์คŒ ์ดฌ์˜์„ ํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์†Œ๊ฐœ
- ๊ณ ์ •์คŒ ๋ชจ๋“ˆ์€ ํŠน์ • ๋ฐฐ์œจ์—์„œ๋งŒ ๊ด‘ํ•™์คŒ์ด ๊ฐ€๋Šฅํ•˜๋ฉฐ ๋‚˜๋จธ์ง€ ๋ฐฐ์œจ ๊ตฌ๊ฐ„์—์„œ๋Š” ๋ชจ๋‘ ๋””์ง€ํ„ธ์คŒ์œผ๋กœ ์ฐํž˜
Link: https://bit.ly/3vdiQsq

โ— "๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ, 2030๋…„ ์Šค๋งˆํŠธํฐ ๋›ฐ์–ด๋„˜๋Š”๋‹ค"
- 2030๋…„๊นŒ์ง€ ํ˜„์žฌ ์‹œ์žฅ ๊ทœ๋ชจ์˜ 15๋ฐฐ ์ •๋„ ์„ฑ์žฅ ์˜ˆ์ƒ
- ๊ตญ๋‚ด ๊ธฐ์—…์ด ํ™•๋Œ€๋˜๋Š” ์ด์ฐจ์ „์ง€ ์‹œ์žฅ์„ ์„ ์ ํ•˜๊ธฐ ์œ„ํ•ด์„œ๋Š” ๊ณต๊ธ‰๋ง ๊ตฌ์ถ•์ด ํ•„์ˆ˜์ ์ด๋ผ๊ณ  ๊ฐ•์กฐ
Link: https://bit.ly/3HXOQIW

โ— ์‚ผ์„ฑ, ๋™๋‚จ์•„์„œ โ€˜ํ”Œ๋ ‰์„œ๋ธ” OLEDโ€™ ํƒ‘์žฌํฐ ์ถœํ•˜ 40%โ†‘
- ์‚ผ์„ฑ์ „์ž๋Š” ์˜ฌ 10์›”๊นŒ์ง€ ๋™๋‚จ์•„ ์‹œ์žฅ์—์„œ์˜ ์Šค๋งˆํŠธํฐ ์ถœํ•˜๋Ÿ‰์ด ์ „๋…„ ๋™๊ธฐ๋Œ€๋น„ 1% ์ฆ๊ฐ€
- ํ•˜์ง€๋งŒ ํ”Œ๋ ‰์„œ๋ธ” OLED๋ฅผ ์žฅ์ฐฉํ•œ ์Šค๋งˆํŠธํฐ ์ถœํ•˜๋Ÿ‰์€ 40% ์ฆ๊ฐ€ํ•˜๋ฉด์„œ ํฐ ์ฐจ์ด๋ฅผ ๋ณด์ž„
Link: https://bit.ly/3WhRAVR

โ— ์ €๊ฐ€ ์ค‘์‹ฌ ๋™๋‚จ์•„ ์Šค๋งˆํŠธํฐ ์‹œ์žฅ, ๊ณ ๊ฐ€ํฐ ๋น„์ค‘ ๋Š˜์—ˆ๋‹ค
- ์ฃผ์š” ๋™๋‚จ์•„์‹œ์•„ (ํ•„๋ฆฌํ•€, ํƒœ๊ตญ, ์ธ๋„๋„ค์‹œ์•„, ๋ฒ ํŠธ๋‚จ) ์Šค๋งˆํŠธํฐ ์‹œ์žฅ์˜ 2022๋…„ 10์›”๊นŒ์ง€์˜ ๋ˆ„์  ์ถœํ•˜๋Ÿ‰์ด ์ „๋…„๋Œ€๋น„ 7% ๊ฐ์†Œ
- ์ด๋Š” 150๋‹ฌ๋Ÿฌ(19๋งŒ์›) ๋ฏธ๋งŒ ์Šค๋งˆํŠธํฐ์ด ์ „๋…„ ๋Œ€๋น„ 21% ๊ฐ์†Œํ•œ ๊ฒƒ์ด ์ฃผ ์›์ธ
Link: https://bit.ly/3VedurH
[ํ•œํˆฌ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ์กฐ์ฒ ํฌ]
12์›” 26์ผ IT ์ฃผ์š”๋‰ด์Šค

โ— "์• ํ”Œ ์ด์–ด ํ…Œ์Šฌ๋ผ ์žก์•˜๋‹ค"โ€ฆLG์ด๋…ธํ…, 1.66์กฐ์› ์นด๋ฉ”๋ผ ํˆฌ์ž
- LG์ด๋…ธํ…์€ ๊ด‘ํ•™์†”๋ฃจ์…˜ ์‚ฌ์—…๋ถ€์˜ ์‹ ๋ชจ๋ธ ๋ฐ ์‹ ์‚ฌ์—… ์ƒ์‚ฐ๋Šฅ๋ ฅ(์บํŒŒ) ํ™•๋ณด๋ฅผ ์œ„ํ•ด 1์กฐ6563์–ต์›์„ ํˆฌ์ž…ํ•œ๋‹ค๊ณ  ๋ฐํž˜
- ํ•ด๋‹น ์‚ฌ์—…๋ถ€๋Š” ํšŒ์‚ฌ ๋งค์ถœ 80% ์ด์ƒ์„ ๋‹ด๋‹นํ•˜๋ฉฐ ์นด๋ฉ”๋ผ ๋ชจ๋“ˆ์ด ์ฃผ๋ ฅ
Link: https://bit.ly/3HXMfP7

โ— ์•„์ดํฐ, ๊ณต๊ณต๊ธฐ๊ด€ ์—…๋ฌดํฐ ๋„์ž… ๊ฐ€๋Šฅ...๊ตญ์ •์› ์• ํ”Œ์šฉ MDM ๋ณด์•ˆ์š”๊ตฌ์‚ฌํ•ญ ์ˆ˜๋ฆฝ
- ์ƒˆํ•ด๋ถ€ํ„ฐ ์• ํ”Œ ์•„์ดํฐ์„ ๊ตญ๊ฐ€ยท๊ณต๊ณต๊ธฐ๊ด€ ์—…๋ฌด์šฉ ์Šค๋งˆํŠธํฐ์œผ๋กœ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๊ฒŒ๋จ
- ๊ตญ๊ฐ€์ •๋ณด์›์€ ์• ํ”Œ ์•„์ดํฐ์šฉ '๋ชจ๋ฐ”์ผ ๊ธฐ๊ธฐ ๊ด€๋ฆฌ(MDM)' ์†”๋ฃจ์…˜์— ๋Œ€ํ•œ ๊ตญ๊ฐ€์šฉ ๋ณด์•ˆ์š”๊ตฌ์‚ฌํ•ญ์„ ์ˆ˜๋ฆฝํ•˜๊ณ  ์˜๊ฒฌ์ˆ˜๋ ด์— ๋Œ์ž…
Link: https://bit.ly/3YGhBQ2

โ— Huawei extends mobile patents deal with Nokia despite US curbs
- ํ™”์›จ์ด๋Š” ๋…ธํ‚ค์•„์™€์˜ ํŠนํ—ˆ ๋ผ์ด์„ ์Šค ๊ณ„์•ฝ ์—ฐ์žฅ์„ ํ™•๋ณดํ•ด ์ˆ˜๋…„๊ฐ„ ๋ฏธ๊ตญ์˜ ์ œ์žฌ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ค‘๊ตญ ๊ธฐ์—…์ด ๋„คํŠธ์›Œํ‚น ๊ธฐ์ˆ ์—์„œ ๊ณ„์† ์„ ๋‘๋ฅผ ๋‹ฌ๋ฆฌ๊ณ  ์žˆ์Œ์„ ์‹œ์‚ฌ
- ํ™”์›จ์ด๋Š” ์กฐ๊ฑด์ด ๊ธฐ๋ฐ€์ด๋ผ๋ฉฐ ๊ตฌ์ฒด์ ์ธ ๊ฑฐ๋ž˜ ๋‚ด์šฉ์„ ๊ณต๊ฐœํ•˜์ง€ ์•Š์Œ
Link: https://bit.ly/3FWTFzz

โ— TV์šฉ OLED-LCD ๊ฐ€๊ฒฉ์ฐจ, ๋‚ด๋…„ 2๋ถ„๊ธฐ 3.8๋ฐฐ๋กœ ์ค„์–ด๋“ ๋‹ค...์˜ฌ 3๋ถ„๊ธฐ๋Š” 4.8๋ฐฐ
- ๋‚ด๋…„ 2๋ถ„๊ธฐ 55์ธ์น˜ UHD TV์šฉ ๋Œ€ํ˜• ์œ ๊ธฐ๋ฐœ๊ด‘๋‹ค์ด์˜ค๋“œ(OLED) ํŒจ๋„ ๊ฐ€๊ฒฉ์€ 300๋‹ฌ๋Ÿฌ ์ดˆ๋ฐ˜, ๋Œ€ํ˜• ์•ก์ •ํ‘œ์‹œ์žฅ์น˜(LCD) ํŒจ๋„ ๊ฐ€๊ฒฉ์€ 80๋‹ฌ๋Ÿฌ ์ˆ˜์ค€์œผ๋กœ ์˜ˆ์ƒ
- ๋‘ ์ œํ’ˆ ๊ฐ€๊ฒฉ์ฐจ๊ฐ€ 3.8๋ฐฐ๋กœ ์ขํ˜€์ ธ๋„ ๋Œ€ํ˜• OLED ํŒ๋งค ๋ฐ˜๋“ฑ์—๋Š” ํ•œ๊ณ„๊ฐ€ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ
Link: https://bit.ly/3WEhI์ด
[ํ•œํˆฌ์ฆ๊ถŒ ์กฐ์ฒ ํฌ] LG์ด๋…ธํ… 4Q22 Preview: ๋‹จ๊ธฐ ๋ˆˆ๋†’์ด๋Š” ์กฐ๊ธˆ ์•„๋ž˜๋กœ

โ— ์ปจ์„ผ์„œ์Šค ํ•˜ํšŒํ•˜๋Š” 4๋ถ„๊ธฐ
- 4๋ถ„๊ธฐ ์‹ค์ ์€ ๋งค์ถœ์•ก 6.4์กฐ์›, ์˜์—…์ด์ต 4,166์–ต์›์œผ๋กœ ์ปจ์„ผ์„œ์Šค(๋งค์ถœ์•ก 6.8์กฐ์›, ์˜์—…์ด์ต 5,483์–ต์›)๋ฅผ ํ•˜ํšŒํ•  ๊ฒƒ
- ํญ์Šค์ฝ˜์˜ ์ค‘๊ตญ ์ •์ €์šฐ ๊ณต์žฅ ์…ง๋‹ค์šด์œผ๋กœ ์•„์ดํฐ14 ์‹œ๋ฆฌ์ฆˆ ์ƒ์‚ฐ ์ฐจ์งˆ์ด ์ƒ๊ฒผ๊ณ , ๋‹น์ดˆ ์˜ˆ์ƒ๋Œ€๋น„ ์›๋‹ฌ๋Ÿฌ ํ™˜์œจ์ด ๋น ๋ฅด๊ฒŒ ํ•˜๋ฝํ–ˆ๊ธฐ ๋•Œ๋ฌธ
- ์•„์ดํฐ ์ƒ์‚ฐ ์ฐจ์งˆ์€ ๊ธฐํŒ์†Œ์žฌ ์‚ฌ์—…๋ถ€(์•„์ดํฐํ–ฅ SiP ๋“ฑ ์ƒ์‚ฐ)์—๋„ ์˜ํ–ฅ

โ— ๊ด€์ „ํฌ์ธํŠธ - 1๋ถ„๊ธฐ ์‹ค์ ์— ์ˆ˜์š” ์ด์—ฐํšจ๊ณผ๊ฐ€ ํฌ๊ฒŒ ๋‚˜ํƒ€๋‚ ๊นŒ?
- 10~11์›” ์•„์ดํฐ ์ถœํ•˜๋Ÿ‰์€ ์ „๋…„๋Œ€๋น„ 14.3%(7๋ฐฑ๋งŒ๋Œ€) ๊ฐ์†Œ
- ํญ์Šค์ฝ˜์€ 4๋ถ„๊ธฐ์— ๋ถ€ํ’ˆ ์žฌ๊ณ ๋ฅผ ์Œ“๊ณ  1๋ถ„๊ธฐ์— (์ด์—ฐ๋œ ๋ฌผ๋Ÿ‰์œผ๋กœ ์ธํ•œ)์ƒ์‚ฐ๋Ÿ‰ ์ฆ๊ฐ€๋ฅผ ์ค€๋น„ํ•˜๊ธฐ ๋ณด๋‹ค๋Š” ๊ณผ์ž‰ ์žฌ๊ณ  ๊ฐ€๋Šฅ์„ฑ์„ ๋” ๊ฒฝ๊ณ„ํ•˜๋Š” ๊ฒƒ์œผ๋กœ ์ถ”์ •
- ์ด๋กœ ์ธํ•ด 4๋ถ„๊ธฐ ์•„์ดํฐํ–ฅ ์นด๋ฉ”๋ผ๋ชจ๋“ˆ ๋ฐ SiP๊ธฐํŒ ๋งค์ถœ์•ก์ด ์˜ˆ์ƒ๋ณด๋‹ค ๋” ๊ฐ์†Œ
- ๋ฌผ๋Ÿ‰ ๊ธฐ์ค€์œผ๋กœ 1๋ถ„๊ธฐ ์•„์ดํฐ ์ˆ˜์š” ์ด์—ฐํšจ๊ณผ๊ฐ€ 4๋ถ„๊ธฐ ์ƒ์‚ฐ๋Ÿ‰ ๊ฐ์†Œ๋ถ„์—๋Š” ๋ชป ๋ฏธ์น  ๊ฒƒ. 4Q22, 1Q23 ํ•ฉ์‚ฐ ์ถ”์ • ๋งค์ถœ์•ก์€ ์ปจ์„ผ์„œ์Šค ๋Œ€๋น„ 4% ์ ์Œ

โ— ๋ชธ ์ถ”์Šค๋ฅด๊ณ  23๋…„ ๋†์‚ฌ ์ค€๋น„
- ๋ชฉํ‘œ์ฃผ๊ฐ€ 41๋งŒ์›(23๋…„ PBR 1.8๋ฐฐ)์„ ์œ ์ง€. 22๋…„ ์•„์ดํฐ14 ์„ฑ์ˆ˜๊ธฐ ํšจ๊ณผ๋Š” ๋น„์šฐํ˜ธ์ ์ธ ๋งคํฌ๋กœ ํ™˜๊ฒฝ๊ณผ ์„ธํŠธ ์ƒ์‚ฐ์ฐจ์งˆ๋กœ ์˜ˆ์ƒ๋ณด๋‹ค ๋ถ€์ง„ํ–ˆ๊ณ , ์ด๋กœ์ธํ•ด ๋‹จ๊ธฐ ์ฃผ๊ฐ€ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€์€ ์•„์‰ฌ์›€
- ์ƒˆ๋กœ์šด ๊ธฐ์ˆ  ๊ฐœ๋ฐœ(folded zoom ๋ฐ ์•ก์ธ„์—์ดํ„ฐ ๋“ฑ ๊ด‘ํ•™์‚ฌ์—…๋ถ€ ํˆฌ์ž ์ง€์†)๋กœ 23๋…„์—๋„ ์• ํ”Œ ๋‚ด ๋†’์€ ์ ์œ ์œจ์ด ์œ ์ง€๋  ๊ฒƒ์ด๊ณ , ASP๋„ ์ƒ์Šน(๋ง์›์นด๋ฉ”๋ผ ๊ธฐ์ค€ 10~20๋‹ฌ๋Ÿฌ ์ƒ์Šน ์ถ”์ •)ํ•  ๊ฒƒ
- XR ๋“ฑ ์–ดํ”Œ๋ฆฌ์ผ€์ด์…˜ ์ถ”๊ฐ€๋„ ์ด์–ด์ ธ 1๋ถ„๊ธฐ ์ดํ›„์—๋Š” ๊ด€๋ จ ๋ชจ๋ฉ˜ํ…€์ด ๋ถ€๊ฐ๋  ๊ฒƒ
- ํ˜„์žฌ ์ฃผ๊ฐ€๋Š” 23๋…„ ๊ธฐ์ค€ PER 5.4๋ฐฐ, PBR 1.2๋ฐฐ์— ๊ฑฐ๋ž˜ ์ค‘์ด์–ด์„œ ํ•˜๋ฐฉ ๊ฒฝ์ง์„ฑ๋„ ํ™•๋ณด

๋ฆฌํฌํŠธ: https://bit.ly/3C5sP7f
์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ํ…”๋ ˆ๊ทธ๋žจ: https://bit.ly/2SEXAbh
[ํ•œํˆฌ์ฆ๊ถŒ ์กฐ์ฒ ํฌ] LG์ „์ž 4Q22 Preview: ๋ฐ”๋‹ฅ์„ ํ–ฅํ•ด

โ— 4๋ถ„๊ธฐ ์‹ค์ ์€ ์ปจ์„ผ์„œ์Šค ํ•˜ํšŒ
- ์ถ”์ • ์‹ค์ (์—ฐ๊ฒฐ ๊ธฐ์ค€)์€ ๋งค์ถœ์•ก 22.4์กฐ์›, ์˜์—…์ด์ต 2,881์–ต์›์œผ๋กœ ์ปจ์„ผ์„œ์Šค(๋งค์ถœ์•ก 22.7์กฐ์›, ์˜์—…์ด์ต 5,120์–ต์›)๋ฅผ ํ•˜ํšŒํ•  ๊ฒƒ
- ์—ฐ๊ฒฐ ์žํšŒ์‚ฌ์ธ LG์ด๋…ธํ…์˜ ์‹ค์ ๋„ ๋ถ€์ง„ํ•˜๊ณ , LG์ „์ž(์—ฐ๊ฒฐ ์‹ค์ ์—์„œ LG์ด๋…ธํ… ์ œ์™ธ)์˜ ์‹ค์ ๋„ ์œ ํ†ต์ƒ๋“ค ์žฌ๊ณ ์กฐ์ • ์˜ํ–ฅ
- ์ฃผ๋ ฅ ์‚ฌ์—…๋ถ€์ธ H&A(๊ฐ€์ „), HE(TV), BS(B2B) ๋ชจ๋‘ ์˜์—…์ ์ž๋ฅผ ๊ธฐ๋กํ–ˆ๊ณ , VS(์ž๋™์ฐจ ์ „์žฅ)๋งŒ ํ‘์ž๋ฅผ ์ด์–ด๊ฐ„ ๊ฒƒ์œผ๋กœ ์ถ”์ •

โ— ์‹ค์ ์˜ ๊ด€์ „ ํฌ์ธํŠธ - ์œ ํ†ต ์žฌ๊ณ  ๊ฐ์†Œ
- ์ „๋ฏธ์†Œ๋งคํ˜‘ํšŒ์— ๋”ฐ๋ฅด๋ฉด ์˜ฌํ•ด ์ถ”์ˆ˜๊ฐ์‚ฌ์ ˆ(๋ธ”๋ž™ํ”„๋ผ์ด๋ฐ์ด+์‚ฌ์ด๋ฒ„๋จผ๋ฐ์ด) ์—ฐํœด ์˜จ/์˜คํ”„๋ผ์ธ ์‡ผํ•‘๊ฐ ์ˆ˜๋Š” 1.97์–ต๋ช…(+0.17์–ต๋ช… YoY)์œผ๋กœ ์—ญ๋Œ€ ์ตœ๋Œ€์น˜
- ์ฃผ์š” ์œ ํ†ต์ƒ๋“ค์€ ํ• ์ธํญ์„ ๋†’์—ฌ๊ฐ€๋ฉฐ ์žฌ๊ณ  ์ฒ˜๋ฆฌ์— ์—ด์„ ์˜ฌ๋ ธ๋Š”๋ฐ, ์–ด๋„๋น„์— ๋”ฐ๋ฅด๋ฉด ์œ ํ†ต์ƒ๋“ค์˜ ๋ธ”๋ž™ํ”„๋ผ์ด๋ฐ์ด ํ‰๊ท  ํ• ์ธ์œจ์€ 30%๋กœ ์ง€๋‚œํ•ด 28%๋ฅผ ๋„˜์–ด์„ฐ์Œ
- ์†Œ๋น„์ž๋“ค์˜ ๊ตฌ๋งค๋ ฅ์€ ์—ฌ์ „ํžˆ ๊ฐ•ํ•˜์ง€๋Š” ์•Š์ง€๋งŒ, ์œ ํ†ต์ƒ๋“ค์˜ ์žฌ๊ณ  ์ค„์ด๊ธฐ ๋…ธ๋ ฅ์œผ๋กœ supply chain ์ „๋ฐ˜์— ๊ฑธ์ณ ์žฌ๊ณ  ์ˆ˜์ค€์ด ๋‚ฎ์•„์ง„ ๊ฒƒ์œผ๋กœ ์ถ”์ •
- CPI ์ƒ์Šน๋ฅ ๋„ ์˜ฌํ•ด 3๋ถ„๊ธฐ๋ฅผ ๊ธฐ์ ์œผ๋กœ ๋‚ฎ์•„์ง€๋Š” ๋งŒํผ ๋‚ด๋…„ ํ•˜๋ฐ˜๊ธฐ ์„ ์ง„๊ตญ ์ค‘์‹ฌ์œผ๋กœ ์†Œ๋น„์‹ฌ๋ฆฌ ๊ฐœ์„  ์‹œ, ์ „ํ†ต ์†Œ๋น„์žฌ ์„ธํŠธ ์ค‘์‹ฌ์˜ ์—…ํ™ฉ ๊ฐœ์„  ์˜ˆ์ƒ

โ— ์ตœ์•…์€ ์ง€๋‚˜๊ฐ€๋Š” ์ค‘, ๋งค์ˆ˜ ์ถ”์ฒœ
- ๋ชฉํ‘œ์ฃผ๊ฐ€ 12๋งŒ์›(SoTP) ์œ ์ง€. VS์‚ฌ์—…๋ถ€๋Š” ์•ˆ์ •์ ์œผ๋กœ ์˜์—…ํ‘์ž๋กœ ์ „ํ™˜ํ–ˆ๊ณ , ํšŒ์‚ฌ ์‹ค์ ์— ๊ฐ€์žฅ ์ค‘์š”ํ•œ TV/๊ฐ€์ „ ์—…ํ™ฉ๋„ 23๋…„ ํ•˜๋ฐ˜๊ธฐ๋ถ€ํ„ฐ ๋ฐ”๋‹ฅ์„ ๋‹ค์ง€๊ณ  ๊ฐœ์„ ๋˜๊ธฐ ์‹œ์ž‘ํ•  ์ „๋ง. ํ•ด์ƒ์šด์ž„ ํ•˜๋ฝ์œผ๋กœ ๋‚ด๋…„ ์šด๋ฐ˜๋น„ ๋ถ€๋‹ด๋„ ์ค„์–ด๋“ค ๊ฒƒ
- ์ฃผ๊ฐ€๋Š” 22๋…„ PBR ๊ธฐ์ค€ 0.8๋ฐฐ์— ๊ฑฐ๋ž˜ ์ค‘์œผ๋กœ valuation ๋ถ€๋‹ด๋„ ์ ์Œ

๋ฆฌํฌํŠธ: https://bit.ly/3WOkZGK
์ „๊ธฐ์ „์ž/2์ฐจ์ „์ง€ ํ…”๋ ˆ๊ทธ๋žจ: https://bit.ly/2SEXAbh