2 40) 1. 172 2. 174 2.1 174 2.2 175 2.3 D 178 3. 181 3.1 181 3.2 182 3.3 182 184 1.., D. DPC (main memory). D, CPU S, ROM,.,.. D *, (02) 570 4192, jerrypak@kisdi.re.kr 172
. D.. (Digital Signal Processor), (ASIC) (System On a Chip). 2 17 IC DRAM, EDO, Synchronous SRAM DDR(Double Data Rate) DRAM, RAMBUS DRAM DRAM DRAM, OA MASK ROM EPROM EEPROM Micro- Component Logic/ASIC Analog IC Erasble & Programmable ROM,, Electronically Erasable & Programmable ROMEPROM Byte EEPROM1TR-1Cell.. MPU(Micro Processor Unit), MCU(Micro Controller Unit), MPR(Micro Peripheral), DSP(Digital Signal Processor) IC User IC Gate Array, Standard Cell Full Custom IC Audio/ Video IC, IC, IC IC TR, Diode,, Opto, Hybrid IC 173
D 256M DDR,. DDR SDR D 2002. 2004 DDRDDR2. 2. 2.1 2003IT 2002 2 1,920 5% 2 3,022 2001. 15.4% 4,154IT, IT 7.9%5,786. PC2%. 3,000.0 2,500.0 2,000.0 1,500.0 1,000.0 500.0 0.0 2002 2003 2004 2007 Fixed Telecom Services 607.4 615.8 636.0 723.8 Mobile Telecom Services 360.0 415.4 451.4 541.4 Other Telecom Equipment 173.2 169.1 175.5 201.8 Mobile Handsets 94.6 97.3 102.9 93.7 IT Services 536.0 578.6 606.1 727.8 Software 75.8 77.4 82.8 104.5 Other Hardware 158.8 154.3 155.0 167.2 PCs 186.3 194.5 211.1 227.8 : Dataquest(2003. 12) 2 5 IT 174
2003 11.7% 1,740. IT 2002 1,5587.1%2003 1,740 7.5%., IT. IT PC,,. 2004, PC,,,. 80%,. 2,500 2,000 1,500 1,000 500-1998 년 1999 년 2000 년 2001 년 2002 년 2003 년 40.0 30.0 20.0 10.0 0.0-10.0-20.0-30.0-40.0 생산액 ( 억달러 ) 1,360 1,691 2,271 1,529 1,558 1,740 성장률 (%) -7.6 24.3 34.3-32.7 1.9 11.7 : Dataquest 2 6 2.2, 2002, D. 2001 17.5%200524%. 175
( : ) : Dataquest(2003. 12. 10) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2001 2002 2003 2004 2005 2006 2007 Nonoptical Sensors 685 784 965 1,196 1,472 1,655 1,986 ASIC 16,580 15,922 16,202 18,138 20,816 21,081 21,815 ASSP 34,960 36,863 41,298 48,451 56,268 55,828 60,004 Optical 6,079 6,857 8,443 10,029 11,585 11,820 12,864 Discrete 12,593 12,214 12,657 14,288 14,971 15,105 15,823 Analog IC 9,662 9,269 10,239 12,273 14,082 15,234 16,847 Logic IC 7,938 7,701 8,923 10,895 13,010 13,410 15,066 Microcomponent 37,687 37,823 41,912 47,805 54,151 55,148 55,788 Memory 26,720 28,415 33,379 45,913 59,536 46,186 53,192 2 7 (2001 2007) 50% D 2003. PC, (SARS), DDR., 30% 100. 200228%32%. 80% Logic, (DSP), 10%. 2004, 30% 176
. ( : ) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2000 2001 2002 2003 2004 2005 2006 2007 Others 900.0 451.0 355.0 366.0 451.0 496.0 420.0 429.0 ROM 1,188.0 675.5 419.5 260.0 243.2 247.7 199.0 189.9 EEPROM 1,319.0 884.7 741.3 689.5 694.3 715.8 603.0 554.6 EPROM 590.0 504.4 328.7 297.4 319.9 328.9 294.9 270.2 NOR Flash 10,141.1 6,873.2 5,820.1 6,772.0 8,550.0 10,327.7 12,592.6 15,134.2 NAND Flash 1,563.0 1,378.2 2,363.8 3,778.2 5,136.5 6,517.6 7,647.0 8,644.3 SRAM 7,475.9 4,327.0 2,905.4 3,120.5 3,871.4 4,901.7 4,330.2 4,600.9 DRAM 31,551.0 11,626.0 15,481.0 18,095.2 26,646.7 36,000.1 20,098.7 23,367.9 : Dataquest(2003. 12. 10) 2 8 (2000 2007), / 18.9%, 40%. 15%,,,. 2 18 ( : ) 2002 2003 2002 2003 38,210 38,986 2.0% 35,617 40,955 15.0% 27,569 29,432 6.8% / 55,194 65,641 18.9% 156,590* 175,014 ** 11.8% : *, ** : Dataquest(2003. 12. 3) 177
2004/ 2003, 10%., 20 10%. 32.9%., 2002 10.4% 280121. 2003 16%. 19.6% 103 22. NAND. 3 75 4.3%. 10. 20 215 2002 202003. 2 19 (2002 2003) ( :, %) 2003 2002 2003 (2002 2003) 1 Intel 25,400 28,050 10.4 16.0 2 Samsung 8,630 10,320 19.6 5.9 3 Renesas Technology 7,516 4.3 4 Toshiba 6,455 7,422 15.0 4.2 5 Texas Instruments 6,240 7,400 18.6 4.2 6 STMicroelectronics 6,355 7,100 11.7 4.1 7 Infineon 5,253 6,979 32.9 4.0 8 NEC Electronics 5,691 6,413 12.7 3.7 9 Motorola 4,781 4,700 1.7 2.7 10 Philips 4,361 4,440 1.8 2.5 83,424 84,674 1.5 48.4 156,590* 175,014 ** 11.8 100.0 : *, ** : Dataquest(2003. 12. 3) 2.3 D 2003, 178
D. D., D. D 5, 8 30%, 5 50%. DDR 266 PC.,. D 3/4,,, Nanya D.,.,,, D. ( : ) 6,000.0 5,000.0 4,000.0 3,000.0 2,000.0 1,000.0 0.0 2002. 1/4 2002. 2/4 2002. 3/4 2002. 4/4 2003. 1/4 2003. 2/4 2003. 3/4 2003. 4/4 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% -10.0% -15.0% 매출액 3,928.0 3,688.0 3,637.0 4,228.0 3,740.0 3,770.0 4,919.0 5,666.0 성장률 -6.1% -1.4% 16.2% -11.5% 0.8% 30.5% 15.2% : Dataquest(2003. 12. 3) 2 9 D D, 19.2% 68 38%. / 48., 2007 35%, /30%. 179
( : ) 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 2000 2001 2002 2003 2004 2005 2006 2007 아시아 / 태평양 9,573 3,747 4,291 4,880 7,256 10,171 5,964 7,013 유럽지역 5,990 2,205 3,405 3,978 5,820 7,755 4,301 5,096 일본지역 4,539 1,610 2,006 2,350 3,439 4,587 2,507 2,920 북미지역 11,450 4,064 5,779 6,888 10,132 13,487 7,327 8,339 : Dataquest(2003. 12. 10) 2 10 D (2000 2007) ( : ) 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 2000 2001 2002 2003 2004 2005 2006 2007 Military/Civil Aerospace Electronics 301 131 191 246 333 448 239 268 Industrial Electronics 1,909 712 1,099 1,646 2,290 3,127 1,650 1,757 Automotive Electronics 79 32 52 80 125 166 85 79 Consumer Electronics 1,584 674 1,008 1,295 1,862 2,563 1,448 1,601 Communications Electronics 1,276 358 468 607 926 1,481 1,193 1,358 Electronic Data Processing 26,403 9,719 12,662 14,220 21,110 28,215 15,484 18,305 : Dataquest(2003. 12. 10) 2 11 D(2000 2007) 180
, D PC 80% PC,. 2004 D, D 2003 47% 260. D D PC PC D. 2004 D IT DDR DDR2, Grantsdale 2/4, Alviso. DDR2 D. 2004,, D. IT IT. 3. 3.1 1992, 3. 2002 10%. 200336, 200. D 2002 D 45.3%. D 32.5%, 12.8%, 2003 40%. 181
( : ) 2,500 20 2,000 16 1,500 12 1,000 8 500 4 0 1985 1990 1995 1998 1999 2000 2001 2002 2003 0 전체수출액 303 650 1,251 1,323 1,437 1,723 1,506 1,625 1,943 반도체수출액 10 47 221 170 203 260 143 166 200 반도체비중 (%) 3.3 7.2 17.7 12.8 14.1 15.1 9.5 10.2 10.3 2 12 3.2, 200225.3% 30. 2001 D2002. 1.77%5.34%, D36.75%. 2003 D 19% 36. 2003, PC (SARS). DDR. 3.3, D, 182
20022003. 2002, D 17.2% 167, 2002 D. PC, PC,. 2001 9.5%200210.3% 1995 2000. 2003, 2003 EU. D SD DDR.,. ( :,, ) 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000-1998 1999 2000 2001 2002 2003 25,000 20,000 15,000 10,000 5,000 - -5,000 생산 225,548 289,850 341,552 244,885 306,726 364,765 내수 158,896 257,472 273,978 262,607 320,086 387,458 수출 17,010 18,852 26,015 14,310 16,775 20,008 수입 12,246 16,130 20,038 15,683 17,859 21,899 수지 4,765 2,772 5,977-1,373-1,084-1,891 : 2 13 183
,, 2003. 9, 2003, 2003. 5 Dataquest, 1Q04 Update: Silicon Demand Will Move to a Full Recovery, 2003. 12. 22, 4Q03 Update: Global Semiconductor Forecast Scenarios, 2003. 12. 1, DRAM Forecast Outlook, 4Q03: Signs Are Good for 2004, 2003. 12. 3, DRAM Forecast Shows Industry Is on Track for a Good 2004, 2003. 12. 17, DRAM Forecast Statistics: Worldwide, 1997-2007 (4Q03 Update), 2003. 12. 3, DRAM Supply and Demand Quarterly Statistics: Worldwide, 2002 2004(4Q03 Update), 2003. 12. 5, Gartner Dataquest Market Databook, 2003. 12, Predicts 2004: Semiconductors, 2003. 12. 17, Preliminary 2003 Semiconductor Share Rankings, 2003. 12. 3, Semiconductor Forecast Assumptions, 4Q03, 2003. 12. 18, Semiconductor Industry and Device Market Predictions for 2004, 2003. 12. 2, Worldwide Memory Forecast, 4Q03, 2003. 12. 10 184