1

4

IT 5

JapanDesk

()
2004 2

JapanDesk

JapanDesk

(KITIA)(NRI)

Tel:+82-2-6000-7950
--:www.japandesk.or.kr

DRAM
NAND
(Core Logic)
Mtek Vision

12

911
2
(M190M11)

12

2,5003,000

30100

20002004

20002001112003222005

September 2007 Vol.12

 40 2006
38 2007
18.4 45

3
Mtek VisionEMLS

2006 600
DDR2

20

2012 6,000

2008 LCD

TSMCUMC

ASE Tesr
UTC ASI

80
1
100 ABOV

2006 2

2001 8

DRAM IC
EOL

2006 7
DDR DRAM

LG LCD(LPL) 5
LCD AU
(AUO) LCD

LCD 2008

LCD
LCD
LPL 79 2
8
LCD 23 7
LPL 5.5
5 6

5 2005
7 4

8
1
7 3540
(CVD)
LG
1,000

LPL 1 LCD
AUO 8

AUO

3G
2
2
September 2007 Vol.12

RAZR

Apple iPhone

ARPU
ARPU
3G

GSM 2007 2Q WCDMA

3,100

WCDMA-HSPDA
2007 2Q 500
3G
2007 2 2008 4
3G 2006 8.6 2008 22.5

3G

2007 3G
5,000
2,500
2007 3G
5001,300
WCDMA
10CDMA
5GSM 3
3G

35 3G
3G 1,500
2,000
3G

Shipment/Platform
OrangeT-mobile 500
1,000 3G KU250
LG
LG 3G
3G
2
3G

* DONGBU

JD.POWER 2007 VDS 21
2007 8 9 JD. POWER 2007
VDS
3
IQS
100

2007 228
253 9.3
23 21

38
KIA 2007
288 310
7.1 34 32
KIA 2007
2010

JD.POWER VDS (100

2001 2002 2003 2004 2005 2006 2007

382 255 273 269 237 227 216

532 449 342 375 260 253 228

KIA
742 709 509 432 397 310 288

278 276 201 216 194 179 178

JD.POWER VDS

KIA

2001
38
35
38
4

2002
36
30
36
5

2003
37
31
37
6

2004
37
32
36
8

2005
37
20
37
7

2006
37
23
34
5

September 2007 Vol.12

2007
38
21
32
6
3

(1990 2004

2003
2005 2006
2009
2010

2004

10,000 Press

5060 2030
4
Taewoong Pyongsan Machinery Hyunjin
MaterialsYonghyun BM

1TPES(Total Primary Energy Supply)

2Renewables:
)
())
())
()

*IEA World Energy Outlook 2006, IEA Renewables

Information 2006

2001
2003 14
2004 2006 47

2009

2006
Main
Shaft Taewoong Hyunjin Materials
Tower FlangeTaewoongPyongsan Machinery

10 20

2007

2007
2010 1.2

2009

2000
48

September 2007 Vol.12

BRICs

Bargaining Power
)
Press

IT
LG LG Phillips
LCD IT IT
IT IT
SCM

IT
2005 IT
IT

IT

SCM IT

IT

(Taeyang Electronics)

2004 560
115

Main Shaft

2005 2006 2007E 2008E 2009E 2010E 2011E

Main Shaft 13,550 17,629 22,071 25,805 30,207 33,852 39,329

3,525 4,075
M/S
16.0% 15.8%
Skoda Steel M/S
25.0% 25.0%

Flange

2005
Flange

2006

2007E 2008E 2009E 2010E 2011E

1,923 2,429 2,520 2,840 3,258 3,458 3,861

674

1,189

M/S

35%

49%

* MIRAE ASSET

46
160 14

AG/AR 23

(DK UIL)

/LCD HDI(High Density InterConnecter)

Dongkuk

5.2 1,597
77
September 2007 Vol.12

HDI

U 600
(ASP)
HDI
HDI

KH (KH Vatec)

46
14.5 400
27 )

50

20
15

(International Display Solutions(IDS))

LCD

COF COG

( 96)
COG

CCFL
Tube Bead

(Jusung Engineering)
LCD

2006 2007

2007 2008

LG Phillips LCD

Bevel Etcher

LCD
9

LG

(ICRAFT)
(Backbone )

KT UCC

14
130

KT
IPTV
WiBro KT
KT TVWiBro

KT

September 2007 Vol.12