SK securities Research center June.13 1
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 Contents 1. Global IT Company Peer Group Table 3 2. Global IT Company Valuation Chart 3. Global IT Stock Price Trend 13 Compliance Notice 작성자 ( 최성제, 정한섭, 박형우 ) 는본조사분석자료에게재된내용들이본인의의견을정확하게반영하고있으며, 외부의부당한압력이나간섭없이신의성실하게작성되었음을확인합니다. 본보고서에언급된종목의경우당사조사분석담당자는본인의담당종목을보유하고있지않습니다. 본보고서는기관투자가또는제 3 자에게사전제공된사실이없습니다. 본보고서는 13 년 6 월 일 시 31 분당사홈페이지에게재되었습니다. 당사는본보고서의발간시점에해당종목을 1% 이상보유하고있지않습니다. 종목별투자의견은다음과같습니다. 투자판단 4 단계 (6 개월기준 ) 2% 이상 적극매수 / %~2% 매수 / -%~+% 중립 / -% 미만 매도 2
1. Global IT Company Peer Group Table (1) Memory Peer Group Table Memory Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성전자 1,334, 196,497 239,437 263,719 4,44 44,914 32,938 34,72 6.3.8 1.4 1.2 24.4 21.6 하이닉스 31,3 21,729 13,316 14,311 2,769 3,237 2,323 2,719 9.4 8.2 1.8 1..7. Average 7.9 7. 1.6 1.3 22..8 Global Micron 13.97 14,391 8,666,79 18 1,24-413 929 N/A 14.1 1.9 1.7-4.7 11.6 Toshiba 478. 21,28 6,317 66,34 2,94 3,4 1,138 1,84 18. 13. 2. 1.7 12.4 13.6 Average 18. 13.8 2. 1.7 3.9 12.6 (2) Display Peer Group Table Display Peer Group Table Country Company Stock Price Market Cap ( 단위 : 십억원, Mil USD) Revenue OP NI PER ROE Korea 삼성전자 1,334, 196,497 239,437 263,719 4,44 44,914 32,938 34,72 6.3.8 1.4 1.2 24.4 21.6 LG 디스플레이 28,7,269 3,77 32,1 1,417 1,86 931 1,1.9 9.2.9.8 9.4.9 Average 8.6 7. 1.2 1. 16.9 16.2 Global CMI 18.3,78 17,392 17,612 647 792 4 9 11.8 9.7.8.7 6.9 8.1 AUO 12.1 3,893 14,16 14,621 239 342 7 272 32.2 13..7.6 1. 4.2 Sharp 418.,6 24,183 28,89-1,6 69-4,444-38 N/A N/A 2.1 3.4-116.7.2 Average 22. 11.6 1.2 1.6-36.1 4.2 3
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (3) Handset Peer Group Table Handset Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성전자 1,334, 196,497 239,437 263,719 4,44 44,914 32,938 34,72 6.3.8 1.4 1.2 24.4 21.6 LG 전자 72,6 11,881 6,27 64,8 1,648 2,1 1,8 1,7 11.3 8.1 1..9 8.6 11. Average 8.8 6.9 1.2 1. 16. 16.3 Global Apple 423. 397,49 171,498 187,31 48,88 2,98 37,24 4,138.7 9.6 2.9 2. 28.9 26. Nokia 2.8 14,213 3,792 36,671 73 1,489-69 1,427. 27.2 1.4 1.4-4.. BlackBerry 14.18 7,433 11,21 13,6-1,118 183-73 216 N/A 3.6.8.8-7.7 2.9 Average 718.8 24.2 1.7 1.6.7 11. (4) TV Set Peer Group Table TV Set Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성전자 1,334, 196,497 239,437 263,719 4,44 44,914 32,938 34,72 6.3.8 1.4 1.2 24.4 21.6 LG 전자 72,6 11,881 6,27 64,8 1,648 2,1 1,8 1,7 11.3 8.1 1..9 8.6 11. Average 8.8 6.9 1.2 1. 16. 16.3 Global Panasonic 73. 18,717 72,892 76,628 1,468 2,679-7,18 66 N/A 26.2 1.3 1.2-46.9 4.9 Sharp 418.,6 24,183 28,89-1,6 69-4,444-38 N/A N/A 2.1 3.4-116.7.2 Sony 1,997.,98 67,982 77,987 2,26 2,36 416 94 42. 37.9 1..9 2. 2. Skyworth 4.72 1,76 4,776,448 273 328 198 246 8.2 6.9 1.3 1.1 16.7 17.8 TCL 3.69 43 1,9 2,392 3.4 1.3 1.7 1.6 2.2 11.2 Average 2.1 21.6 1. 1.6-28.4 7.3 4
() LED Peer Group Table LED Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성전기 89, 6,648 9,469,444 716 817 47 61 12.6 11.2 1.6 1.4 13.1 13.2 LG 이노텍 9,8 1,832 6,491 7,19 168 278 66 1 28.3 12. 1.4 1.3.1 11.2 서울반도체 3,3 2,61 1,7 1,24 7 94 8 78 3.7 26.8 3.2 2.9 9.2 11.2 Average 2. 16.7 2.1 1.8 9.1 11.8 Global Epistar. 1,717 77 86 29 68 34 73 48.4 24.3 1.1 1. 1.9 4.7 Cree 6. 7,88 1,387 1,661 129 219 86 213 49. 3.3 2.8 2.6 4.7 6.9 Toyoda Gosei 2,4. 3,266 6,23 6,677 367 447 219 269 14.7 12. 1.3 1.1 9.3 9.9 Average 37. 23.9 1.7 1.6.3 7.1 (6) 2 차전지 Peer Group Table Rechargeable Battery Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성SDI 139, 6,333,7 6,111 144 37 9 661 12.4 9.4.8.8 6.9 8.6 LG 화학 247, 16,369 24,13 2,67 2,21 2,378 1,82 1,863 11. 9.3 1. 1.3 14. 14. Average 11.7 9.4 1.2 1.. 11.6 Global Sony 1,997.,98 67,982 77,987 2,26 2,36 416 94 42. 37.9 1..9 2. 2. Panasonic 73. 18,717 72,892 76,628 1,468 2,679-7,18 66 N/A 26.2 1.3 1.2-46.9 4.9 BYD 32.9 12,2 8,696 9,472 34 463 181 248 7. 4.1 2.6 2.4 4.8 6.3 Average. 34.7 1.7 1. -13.2 4.6
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (7) 장비 Peer Group Table Equipment Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea AP 시스템 12,4 279 294 343 3 36 24 3 11.1 8.4 2.3 1.8 23.6 22.8 주성엔지니어링 6, 8 26 1 2-14 7 N/A 37.1 2.1 2. -.7.3 테라세미콘 1,7 13 13 176 21 33 17 27 9.1.7 2.2 1.6 27.3 31.9 에스에프에이 7, 1,32 733 88 9 134 94 11.8 9. 2.2 1.8 23.9 23.9 DMS 3,6 73 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 원익IPS 6,9 7 263 37 13 49 12 42 41.4 11.6 2.1 1.8.1 16. 아이씨디 1, 241 134 18 19 13 19 18.7 12.8 2.1 1.8 12.3 14.4 아바코,67 91 233 242 11 12 8 12.8 9.9 1.1 1.1 8.2.3 이오테크닉스 3,8 438 229 241 32 4 28 3 1.2 12.7 1.9 1.7 13.1 14.2 Average 17. 13.4 2. 1.7 12.8 17.4 Global ASML HOLDING NV 6.68 36,4 6,496 8,31 1,397 2,22 1,266 2,31 26.2 16.4.1 4.3.4 28.6 Applied Materials 1.7 18,86 7,796 9,18 993 1,83 488 1,369 24.3 13.7 2.7 2. 7.1 17.1 KLA-Tencor 6.21 9,324 2,826 3,12 737 932 42 68 17.3 13.6 2.7 2.4 1. 18.9 Novellus Systems N/A N/A 1,468 1,377 34 23 29 1 N/A N/A N/A N/A N/A N/A Lam Research 47.11 7,666 3,9 4,336 331 697 7 6 22. 12.2 1.7 1. 6.2 12. Ulvac 814. 417 1,689 1,864 6 87-49 41 N/A..8.7-11.3 7.9 Dainippon Screen 1. 1,38 1,936 2,17-72 7-142 43 N/A 29.2 1.6 1. -16.7.1 Canon 3,2. 44,446 41,71 42,744 4,946,4 3,22 3,624 12.3.9 1.3 1.3 11.1 11.7 Tokyo Electron 4,77. 8,944,,79 12 62 178 138.7 48.6 1. 1.4 1.1 3.1 Nikon 2,394. 9,963 9,97 11,629 47 942 38 72 24.9 14.3 2.1 1.8 8.4 12.8 AIXTRON AG 13.3 1,77 336 41-83 6-18 44 N/A 37.1 3.3 3. -16. 7.6 VEECO INSTRUMENTS 38.2 1,498 434 6 13 61 9 47 6.2 2. 1.6 1.6 2. 3.4 Average 41.4 21. 2.2 2. 2. 11.7 6
(8) 전자소재 Peer Group Table Electronics Materials Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price MKT Cap Revenue OP NI PER ROE Korea LG화학 247, 16,369 24,13 2,67 2,21 2,378 1,82 1,863 11. 9.3 1. 1.3 14. 14. 제일모직 89,8 4,79 6,681 7,498 397 493 32 383 1.4 12.2 1.4 1.2 8.9.1 OCI 머티리얼즈 29,3 39 21 283 4 2 26 3 12. 8.8.9.8 7.2 9.6 덕산하이메탈 2,3 744 16 223 46 N/A 34 48 18.8 14.7 3.3 2.7 18.2 21. 일진머티리얼즈 9,9 376 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 솔브레인 44, 722 7 871 118 139 88 2 8.2 7.1 1.7 1.3 23.7 22. 사파이어테크놀로지 37, 36 9 N/A 14 N/A 12 N/A N/A N/A N/A N/A N/A N/A 후성 4,33 367 261 317 39 4 39 4 9. 7.3 1.7 1.4 19. 17.9 Average 12. 9.9 1.7 1. 1.2 1.8 Global Shin Etsu 6,26. 28,81,619 11,872 1,627 2,84 1,11 1,4 24. 19.6 1.7 1.6 7.3 8.2 Asahi Glass 677. 8,34 13,414 13,688 929 943 478 2 17. 16.6.8.8..1 Nitto Denko,9.,661 6,84 8,184 733 1,9 48 76.2 13.7 2.1 1.8.9 13.9 Sumitomo Chemical 33.,7,16 24,18 94-3 33 N/A 17.1 1.1 1. -12..7 Nippon Electric Glass 488. 2,21 2,94 2,867 244 17 9 87 22. 3.3.. 2.3 1.8 JSR 1,934. 4,778 3,781 4,248 32 462 28 343 16.8 13.9 1. 1.4 9.4.3 Showa Denko 138. 2,14 8,14 8,212 346 426 143 177 14.3 11.4.7.7.1 6.2 Ube Industries 18. 1,938 6,332 7,9 31 38 82 161 23.4 12.4.9.8 4.1 7. Sumco 1,81. 2,893 2,42 2,336 3 461 16 322 18.8 9. 1.8 1. 9.3.3 Hoya 1,94. 8,824 3,678 4,114 67 721 79 14.6 1.9 2.1 1.7 14.6.9 Stella Chemifa 1,41. 197 288 292 3 1 19 9.9 18.4.9.9 9.4 N/A Kanto Denka Kogyo 2. 12 364 36-8 16-9 12 N/A 11.8 1.6 N/A -64. N/A Asahi Kasei 646. 9,46 16,848 19,612 914 1,29 6 77 18. 12.2 1.2 1.1 7.1 8.9 Air Products 96.16 19,96,273,92 1,77 1,744 1,164 1,21 17. 1.8 2.9 2.7 17.6 18.6 Cabot 34.66 87 438 46 74 84 47 4 16.9 14.7 N/A N/A 1.4 N/A Rubicon 7.4 167 4 87-2 -12 2 N/A 94.9.8.8-6.1.7 MEMC 8.7 N/A 2,763 3,43 119 273-21 112 1.1 16.7 3. 3.4 9.9 11. Average.4.2 1. 1.4 2.6 9.2 7
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (9) 시스템반도체 Peer Group Table System LSI + Fabless Peer Group Table Stock Country Company Price ( 단위 : Mil USD) MKT Cap Revenue OP NI PER ROE Global Texas Instruments 3.71 39,68 12,224 12,922 2,6 3,184 1,924 2,44 19.9 16.3 3.6 3. 18.2 22.1 Qualcomm 61.91 6,97 24,491 27,239 8,97 9,717 7,114 8,812 13.7 12.7 2.8 2.4 19.2 18.2 Broadcom 34.16 19, 8,6 9,428 1,82 1,996 988 1,91 11.9 11.1 2.2 1.9 16.7 1.6 AMD 4.7 2,98 4,733,91 1 187-228 3 N/A 339.2 7.3.3 -.4-9.3 Freescale Semiconductor 14.88 3,782 4,131 4,398 7 796 42 33 31.9. N/A N/A -1.3-6.8 NXP 31.64 7,96 4,731,14 1,1 1,21 313 934.9 8.7.3 3. 4.8 4.3 Marvell Technology Group 11.24,31 3,113 3,1 47 4 289 433 14.1 13.3 1.4 1.3 8.9 8.7 Maxim Integrated Products 28.27 8,268 2,48 2,627 682 78 476 616 1.7 14. 3.2 2.9.6 22.1 Analog Devices 46.4 14,188 2,64 2,917 792 984 649 818 21.9 18. 3.1 2.9 14.9 17. Nvidia 14.84 8,76 4,274 4,16 724 34 44 13.8 17. 1.9 1.9 12.6 9.3 Altera 32.,4 1,79 2,3 13 62 468 73 22.7 18.4 2.9 2.6 13.4 14.7 Xilinx Inc 39.76,491 2,168 2,294 88 686 48 6 22.6 19.9 3.7 3.4 18.1 18.2 National Instruments 27.2 3,367 1,238 1,377 134 177 114 12 3. 23. 3. 3. 11. 12.6 Avago Technologies 38.7 9,398 2,399 2,673 667 796 779 14.8 12.7 3.3 2.8 21.8. Linear Technology 36.81 8,86 1,28 1,398 71 64 41 489.2 18.3 8.6 7.2 46.8 41. Microchip Technology 37.41 7,37 1,62 1,871 447 64 136 48.3 16.4 3.9 3.9.7 6.3 Arrow Electronics 39.7 4,161,677 21,762 71 843 43 29 9.2 8.1 1..9 11. 11. Molex 29.84 4,9 3,643 3,84 383 434 23 31.3 18.1 2.1 2..3 11.4 Atmel 7.71 3,3 1,433 1,67 9 243 1 29 24. 13.2 3.3 2.9 2.6 12.6 Cypress Semiconductor.97 1,613 76 841 78 133-23 124 2.6 14.2 11.7 11.1 19.1 68.8 Microsemi 22.1 2,8 976 1,76 222 271 3 223 11.4 9. N/A N/A 17.6.6 Fairchild Semiconductor 13.68 1,74 1,494 1,6 79 166 49 136 3. 12.3 1.2 1.2 4.1 9.8 Synaptics 37.14 1,6 632 762 113 144 77 111 14. 11.4 2.6 2.1 19.3 21.2 MediaTek 31. 1,887 4,379,3 77 1,7 844 1,91 18.9 1. 2.6 2.4 14.3 17.1 MStar Semiconductor 23. 4,1 1,223 1,347 229 288 19 236 22.1 17.9 3.6 3.4 17.9 18.8 Novatek Microelectronics 14. 2,827 1,47 1,61 21 248 189 219 1.3 13.1 3.1 2.8 21.7 22.6 Average 19. 27. 3.7 3.2 14.2 19.8 8
() 부품 Peer Group Table Electronic Component Peer Group Table ( 단위 : 십억원, Mil USD) Country Company Stock Price Market Cap Revenue OP NI PER ROE Korea 삼성전기 89, 6,648 9,469,444 716 817 47 61 12.6 11.2 1.6 1.4 13.1 13.2 LG 이노텍 9,8 1,832 6,491 7,19 168 278 66 1 28.3 12. 1.4 1.3.1 11.2 파트론 19, 1,34 1,272 1,46 14 179 1 144 8.3 6.9 3.1 2.1 42.8 36. 우주일렉트로 24,3 241 26 326 3 46 29 38 8.3 6.2 1.3 1.1 16.6 19. Average 14.4 9.1 1.8 1. 19.4 19.9 Global Wintek 13.7 81 2,93 3,4-49 -17-6 -19 N/A N/A.8.8-6.4-3. Kinsus 113. 1,696 83 878 128 149 11 131 14.7 12.8 1.9 1.8 13.4 14.1 Unimicron 29.4 1,1 2,278 2,471 11 181 131 14 11.6 9.8.9.9 8.2 9.4 Nanya PCB 41. 899 1,38 1,14-26 28-6 39 N/A 24..8.8-1.7 2. Delta Electronics 138. 11,2,9 6,478 693 8 638 77 17.6 1.6 3.4 3.2 19..9 Catcher Technology 161. 4,48 1,462 1,92 47 49 416 48 9.8. 1.8 1.6 19.2 17. TPK Holding 7. 6,31 7,222 8,41 87 993 6 733.1 8.9 3.3 2.7 37.2 33.3 Daikin Industries 4,. 12,932 12,737 17,417 89 1,326 29 699 42.8 18.2 2.3 1.9 6.6.4 Ibiden 1,46. 2,294 2,97 3,111 63 213 31 126 68.7 16.7.8.7 1.3 4.3 Shinko 1,119. 1,7 1,269 1,47 141 2 88 62.8 17.3 1.2 1.1 2. 6.8 Murata 7,23. 16,98 6,792 7,919 64 1,93 394 766 39.8.1 1.9 1.7 4.8 8.9 TDK 3,46. 4,6 8,414 9,786 9 428 4 24 8.8 18..9.8 1. 4.2 Taiyo Yuden 1,46. 1,826 1,91 2,278 4 1 34 132 1.3 13.9 1.6 1.4 3.3 11.1 Nidec Corp 6,16. 9,277 7,19 8,28 2 71 63 32 11.9 16. 2.3 1.9 3.1 11.9 Hirose Electric 12,9.,38 99 1,163 216 29 137 19 33. 2. 1.9 1.8.7 7.3 Omron 2,89. 6,814 6,61 7,472 4 64 289 434 22.3 1.4 1.9 1.6 8.4.9 Average 46.1 16.2 1.7 1. 7.9.6 9
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 2. Global IT Company Valuation Chart (1) 글로벌 IT 산업별 -ROE Chart 글로벌 IT 산업별 - ROE ( 단위 : 배, %) 2 글로벌 IT 산업별 -ROE 부품 1 Memory Handset 비메모리장비소재 LED 1. 1.2 1.4 1.6 1.8 2. 2.2 2.4 2.6 2.8-2차전지 - -1 LCD Display TV - (2) 글로벌 IT 업체별 -ROE Chart 메모리업체별 ROE 차트 Memory 3 2 삼성전자 하이닉스 1 Toshiba -. 1 1. 2 Micron 2. - 디스플레이업체별 ROE 차트 LCD Display 4 삼성전자 CMI LGD AUO -. 1 1. 2 2. -4-6 -8 - Sharp -1-14
핸드셋업체별 ROE 차트 Handset 3 3 Apple 2 삼성전자 1 LG전자 -. 1 1. Nokia 2 2. 3 3. - BlackBerry TV 세트업체별 ROE 차트 TV 4 삼성전자 LG전자 Skyworth Sony TCL -. 1 1. 2 2. -4 Panasonic -6-8 - Sharp -1-14 LED 업체별 ROE 차트 2 차전지업체별 ROE 차트 ROE 14 (%) 12 8 6 4 2 Toyoda Gosei Epistar LED 삼성전기 LG 이노텍 Cree 서울반도체. 1 1. 2 2. 3 3. - - -3-4 - 2차전지 LG화학 삼성SDI BY D Sony. 1 1. 2 2. 3 Panasonic 국내장비업체별 ROE 차트 3 2 1 아이씨디 - -1 주성 국내장비 테라세미콘 에스에프에이 AP 시스템 - 2.1 2.1 2.2 2.2 2.3 2.3 2.4 해외장비업체별 ROE 차트 2 1 - -1 Ulvac Lam Research 해외장비 Applied Materials ASML Holding NV Tokyo - 1Electron2 3 4 6 11
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 국내소재업체별 ROE 차트 해외소재업체별 ROE 차트 2 국내소재 솔브레인 12 해외소재 JSR Corp Nitto Denko 1 덕산하이메탈 8 6 Asahi Kasei Shin Etsu OCI 제일모직 4 2 Asahi Glass. 1 1. 2 2. 3 3.. 1 1. 2 2. 국내부품업체별 ROE 차트 국내부품 4 4 파트론 3 3 2 1 삼성전기 LG이노텍 1 2 3 4 해외부품업체별 ROE 차트 2 1 Unimicron TDK Ibiden 해외부품 Catcher Tech. Kinsus Interconnect Tech. Murata Shinko Taiyo Yuden Nidec Corp. 1 1. 2 2. 시스템반도체업체별 ROE 차트 2 System LSI & Fabless 1 Marvell Tech Qualcomm Broadcom Nvidia MediaTek Texas Inst. Analog Dev. National Instruments 1 2 3 4 12
3. Global IT 업체별주가추이 (1) 메모리업체주가추이 메모리업체주가추이 (12.1.2 기준 ) 16 삼성전자하이닉스 Micron Toshiba 13 7 Memory (2) 디스플레이업체주가추이 디스플레이업체주가추이 (12.1.2 기준 ) 18 14 삼성전자 CMI Sharp LG디스플레이 AUO LCD Dis play 6-13
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (3) 핸드셋업체주가추이 핸드셋업체주가추이 (12.1.2 기준 ) Handset 18 16 14 1 8 6 4 삼성전자 LG 전자 Apple Nokia BlackBerry (4) TV Set 업체주가추이 TV Set 업체주가추이 (12.1.2 기준 ) TV 18 16 14 1 8 6 4 삼성전자 LG전자 Panasonic Sharp Sony Skyworth TCL 14
() LED 업체주가추이 LED 업체주가추이 (12.1.2 기준 ) 2 18 16 14 1 8 6 LED 삼성전기 LG 이노텍서울반도체 Epistar Cree Toyoda Gosei (6) 2 차전지업체주가추이 2 차전지업체주가추이 (12.1.2 기준 ) 18 16 14 삼성SDI LG화학 Sony Panasonic BYD 2 차전지 1 8 6 4 1
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (7) 국내장비업체주가추이 국내장비업체주가추이 (12.1.2 기준 ) 14 AP시스템 주성엔지니어링 테라세미콘 에스에프에이 아이씨디 6 장비 ( 국내 ) (8) 해외장비업체주가추이 해외장비업체주가추이 (12.1.2 기준 ) 장비 ( 해외 ) 18 16 14 1 8 6 4 ASML Applied Materials Novellus Systems Lam Research Ulvac Tokyo Electron 16
(9) 국내소재업체주가추이 국내소재업체주가추이 (12.1.2 기준 ) 소재 ( 국내 ) 17 16 1 14 13 1 1 9 8 7 6 4 3 제일모직 OCI 덕산하이메탈 일진머티리얼즈 솔브레인 사파이어테크 () 해외소재업체주가추이 해외소재업체주가추이 (12.1.2 기준 ) 2 18 Shin Etsu Asahi Glass Nitto Denko JSR Sumco Asahi Kasei Air Products 소재 ( 해외 ) 14 6 17
반도체최성제 dchoi@sk.com / +82-3773-94 / 디스플레이정한섭 hanchong@sk.com / +82-3773-9 (11) 국내부품업체주가추이 국내부품업체주가추이 (12.1.2 기준 ) Component ( 국내 ) 26 24 2 18 16 14 1 8 삼성전기 LG 이노텍파트론 (12) 해외부품업체주가추이 해외부품업체주가추이 (12.1.2 기준 ) Component ( 해외 ) 26 24 2 18 16 14 1 8 6 4 Kinsus Interc. Unimicron Nanya PCB Catcher Tech. Ibiden Shinko Murata TDK Taiyo Yuden Nidec Corp 18
(13) 시스템반도체업체주가추이 시스템반도체업체주가추이 (12.1.2 기준 ) 16 14 Texas Inst. Qualcomm Broadcom Marvell Tech. Analog Devices Nvidia National Inst. MediaTek System LSI & Fabless 1 8 6 4 19