IT부품 산업 Issue Report 09-03
49
전 략 기 획 단 통 계 분 석 팀 ㅌ 팀 2009년도 휴대폰 부품 업체 동향 2009년 12월 IT부품 산업 Issue Report 09-03
Transcript of IT부품 산업 Issue Report 09-03
IT -2009 (09-03)-.hwp 2009
2009 12
IT
Issue Report
2. ···············································································5
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1. ··········································································11
2. ···················································15
III. '09 ··················································20
1. ··············································································································20
2. ··········································································································24
3. ··········································································································27
4. ··········································································································31
5. ··············································································································34
1. ··············································································································37
2. ··········································································································41
< >
< I-1> '09 ··································9
< II-1> ··········································································14
< II-2> ··········································18
< III-1> ··························································································23
< III-2> ·········································································23
< III-3> ································································································24
< III-4> ······················································································25
< III-5> ····························································································27
< III-6> ······················································································29
< III-7> ··························································································31
< III-8> ··························································································32
< III-9> ······················································································33
< III-10> ·····································································34
C O N T E N T S
( I-1) ············ 2
( I-2) ···········································································5
( I-3) ··································································6
( I-4) ························7
( I-5) PC () ··············································7
( I-6) ······················8
( III-1) ················································································20
( III-2) ····················································22
( IV-1) '09 3 ·····························38
( IV-2) '09 3 ··········································38
2. ···································································5
3. ·························································································9
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2. ····························································································24
3. ····························································································27
4. ····························································································31
5. ·······························································································34
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A 50 269 283 324 300 292 363 424
B 46 273 289 334 308 300 377 443
C 19 324 322 370 344 329 417 526
D 27 237 265 308 283 279 349 385
E 6 262 333 345 330 376 448 454
F 3 148 146 132 126 142 186 235
G 3 349 405 518 492 482 596 703
H 4 165 191 226 226 181 305 409
I 7 303 306 360 326 321 426 562
J 4 316 321 408 351 302 375 448
K 3 324 338 350 306 265 313 374
L 6 173 169 165 147 157 214 298
M 18 200 211 277 246 235 288 319
N 28 319 338 370 348 342 434 523
O 13 278 284 326 310 267 370 476 < 1> A( 46+R&D 4), B( ), C( + ), D( + ), E( ), F( ), G( ), H( ), I( ), J(FPCB ), K( ), L( ), M( +), N( +), O( ) < 2> < 3> , , , < 4> , , , , < 5> 80 300 < 6> / < 7>
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A 50 20.6 24.5 23.8 3.6 8.6 28.2 30.8
B 46 21.4 26.8 27.8 6.5 10.0 30.7 32.9
C 19 12.5 8.0 6.7 -4.9 1.6 29.3 41.9
D 27 34.0 52.4 53.4 18.7 18.0 31.9 25.2
E 6 89.7 137.8 56.6 -0.6 43.4 34.6 31.5
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H 4 46.9 35.2 24.6 25.0 9.5 59.5 81.3
I 7 11.6 11.4 17.0 -3.3 5.9 39.2 56.2
J 4 28.8 33.1 54.8 9.1 -4.2 17.1 9.6
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L 6 -6.7 -5.7 0.2 -14.3 -9.4 27.0 80.6
M 18 23.3 34.9 48.1 15.5 17.7 36.5 15.2
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A 50 11 17 23 14 17 28 38
B 46 11 17 24 15 18 30 40
C 19 16 17 27 23 25 31 42
D 27 8 17 21 9 12 29 39
E 6 4 21 17 2 1 19 38
F 3 8 9 0 3 10 11 13
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H 4 12 9 15 26 13 24 45
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B 46 469 481 539 507 556 587 641
C 19 502 528 589 539 609 663 734
D 27 447 449 505 486 518 533 575
E 6 535 548 602 561 555 522 554
F 3 294 314 279 387 402 438 451
G 3 679 703 892 853 953 1,011 1,039
H 4 312 352 372 303 338 394 566
I 7 486 507 567 530 611 718 808
J 4 501 491 581 508 556 603 649
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L 6 496 493 503 499 519 558 621
M 18 323 338 392 364 411 422 450
N 28 564 574 634 599 649 692 764
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C 19 262 279 334 246 298 335 399
D 27 355 366 416 409 443 439 475
E 6 499 501 546 528 562 519 568
F 3 184 165 136 157 188 225 230
G 3 519 641 775 899 973 986 990
H 4 166 218 234 211 267 328 470
I 7 283 304 331 245 281 351 409
J 4 501 493 560 453 470 494 540
K 3 272 288 347 238 297 330 345
L 6 181 177 205 213 228 237 279
M 18 218 242 293 260 317 318 337
N 28 380 386 439 393 426 446 512
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A 50 150.1 147.2 141.4 147.0 142.2 146.4 145.2
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C 19 191.6 189.5 176.5 219.3 204.1 197.6 184.1
D 27 125.9 122.7 121.4 118.8 117.1 121.4 121.1
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H 4 187.4 161.2 159.2 144.0 126.6 120.1 120.3
I 7 171.4 166.8 171.2 216.6 217.2 204.9 197.4
J 4 100.1 99.5 103.6 112.2 118.3 121.9 120.1
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M 18 147.8 139.6 133.8 140.0 129.6 132.7 133.5
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A (47)
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14,178 13,766 13,715 13,164 13,340 13,701 14,235 - - - - -5.9 -0.5 3.8
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D (26)
7,261 6,964 7,127 6,907 6,928 7,010 7,498 - - - - -4.6 0.7 5.2
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1,786 1,645 1,613 1,574 1,334 1,561 1,656 - - - - -25.3 -5.1 2.7
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- - - - 31.0 33.8 23.8
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737 743 711 714 759 748 751 - - - - 3.0 0.7 5.6
H (3)
525 509 509 526 536 563 669 - - - - 2.1 10.6 31.4
I (7)
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2,140 2,071 2,154 2,017 1,945 1,891 2,096 - - - - -9.1 -8.7 -2.7
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813 824 815 721 857 868 824 - - - - 5.4 5.3 1.1
L (5)
- - - - 0.7 2.5 3.5
M (17)
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3. ········································································································9
1. ··········································································11
2. ···················································15
III. '09 ··················································20
1. ··············································································································20
2. ··········································································································24
3. ··········································································································27
4. ··········································································································31
5. ··············································································································34
1. ··············································································································37
2. ··········································································································41
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< I-1> '09 ··································9
< II-1> ··········································································14
< II-2> ··········································18
< III-1> ··························································································23
< III-2> ·········································································23
< III-3> ································································································24
< III-4> ······················································································25
< III-5> ····························································································27
< III-6> ······················································································29
< III-7> ··························································································31
< III-8> ··························································································32
< III-9> ······················································································33
< III-10> ·····································································34
C O N T E N T S
( I-1) ············ 2
( I-2) ···········································································5
( I-3) ··································································6
( I-4) ························7
( I-5) PC () ··············································7
( I-6) ······················8
( III-1) ················································································20
( III-2) ····················································22
( IV-1) '09 3 ·····························38
( IV-2) '09 3 ··········································38
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O 13 235 251 305 247 293 335 382
¡ , 140%
200% ( 2)
33
, 100% ( = )
, , 200%
'09
,
200%
( : %)
08 1Q 2Q 3Q 4Q 09 1Q 2Q 3Q
A 50 150.1 147.2 141.4 147.0 142.2 146.4 145.2
B 46 148.3 146.0 141.3 148.7 145.1 148.1 144.5
C 19 191.6 189.5 176.5 219.3 204.1 197.6 184.1
D 27 125.9 122.7 121.4 118.8 117.1 121.4 121.1
E 6 107.1 109.3 110.1 106.2 98.8 100.5 97.5
F 3 160.0 190.4 204.8 245.9 214.2 194.8 196.0
G 3 131.0 109.7 115.1 94.9 97.9 102.6 105.0
H 4 187.4 161.2 159.2 144.0 126.6 120.1 120.3
I 7 171.4 166.8 171.2 216.6 217.2 204.9 197.4
J 4 100.1 99.5 103.6 112.2 118.3 121.9 120.1
K 3 202.5 198.0 188.9 235.6 213.9 205.9 191.6
L 6 273.5 278.8 245.7 234.4 227.1 235.7 222.6
M 18 147.8 139.6 133.8 140.0 129.6 132.7 133.5
N 28 148.5 148.6 144.5 152.4 152.5 155.1 149.2
O 13 209.9 202.3 190.8 218.4 194.9 189.3 182.1 <> ()
IS S
U E
34
5.
¡ ( 3) 47 ,
'09 2 3
,
< III-10>
( : , %)
() 08 1Q 2Q 3Q 4Q 09 1Q 2Q 3Q
A (47)
- - - - -5.3 -0.2 3.9
B (43)
14,178 13,766 13,715 13,164 13,340 13,701 14,235 - - - - -5.9 -0.5 3.8
C (17)
- - - - -7.3 -1.6 2.3
D (26)
7,261 6,964 7,127 6,907 6,928 7,010 7,498 - - - - -4.6 0.7 5.2
E (6)
1,786 1,645 1,613 1,574 1,334 1,561 1,656 - - - - -25.3 -5.1 2.7
F (3)
- - - - 31.0 33.8 23.8
G (3)
737 743 711 714 759 748 751 - - - - 3.0 0.7 5.6
H (3)
525 509 509 526 536 563 669 - - - - 2.1 10.6 31.4
I (7)
- - - - -10.1 -0.9 5.3
J (4)
2,140 2,071 2,154 2,017 1,945 1,891 2,096 - - - - -9.1 -8.7 -2.7
K (2)
813 824 815 721 857 868 824 - - - - 5.4 5.3 1.1
L (5)
- - - - 0.7 2.5 3.5
M (17)
2,638 2,532 2,513 2,552 2,554 2,677 2,880 - - - - -3.2 5.7 14.6
N (26)
11,540 11,234 11,202 10,612 10,786 11,024 11,355 - - - - -6.5 -1.9 1.4
O (12)
5,296 5,024 4,906 4,567 4,732 4,965 5,015
- - - - -10.6 -1.2 2.2 < 1> < 2> < 3>
35
,
() : 377.2('09.1Q)→393.6(2Q)→396.3(3Q)
() : 266.5('09.1Q)→269.6(2Q)→288.4(3Q)
,
, , , ,
, FPCB 2 3
¡ 2, 3
, 38.8%('09 3)
() : 150.2('09.1Q)→157.5(2Q)→169.4(3Q)
() : 414.8('09.1Q)→424.0(2Q)→436.7(3Q)
(%) : 36.2('09.1Q)→37.1(2Q)→38.8(3Q)
37
1.
¡ , ,
'09 3 , 50 1,079
23.2% , 7.7%
,
25.3% 1,014 7.9%
,
1,272
(19 ) ,
,
¡
'09 3 ,
26.4%, 8.3% , 50
, 22.4%, 6.8%
IS S
U E
38
C(1,272)
D(1,014)
M(843)
N(1,299)
20
21
22
23
24
25
26
27
28
5 6 7 8 9 10
1. 50 ; 7.7%, 23.2%, 1,079 2. ()
( , %)
( , %)
<> C( + ), D( + ), M( +), N( +)
( IV-1) '09 3
E(1,278) F(563)
0 5 10 15 20
1. 50 ; 7.7%, 23.2%, 1,079 2. ()
( , %)
( , %)
<> E( ), F( ), G( ), H( ), I( ), J(FPCB ), K( ), L( ), O( )
( IV-2) '09 3
39
' '
, ' '
,
¡ '09 , ,
35.1% 1,310 ,
10.5%
(16.6%) 32.1% 669
, ( ) 2.8%, -6.0%
( )
, M&A
¡
39.9%, 35.9%
4.8%, 4.5%
6.1%
IS S
U E
40
LCD 95% , , PVA ,
, (, '09.12.9)
,
¡
'09 3 ,
25.4% 1,014, 8.4%
,
,
1 ( , DMB ,
) ,
, , (, '09.8.24)
41
2.
¡ 3
'10 3(, , ) (SERI,
'09.11.25)
,
, ,
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,
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(SERI, '09.11.25)
, ,
' ' ,
, , M&A
,
42
¡
,
, ,
, FTA
¡
,
,
,
,
43
¡ PC
Gartner , '10 43.2% 2.6
, RIM, , PC
'Driod'
,
''
, /
,
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- CEPA ('09.8) ('10.1), -EU FTA ('09.10)
(S/W ), EU( )
R&D
, , ,
( : R&D )
“IT Issue Report" ”IT
/ “ .
:
, , ,
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.
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